- Created by Jeannie Hagarty (Deactivated), last modified by Ben Bentley on Jun 24, 2022
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Overview
This knowledge article contains one of the most important pages within the system – with all the fine details of an individual unit enrolment, as each unit has its own record and details. This page tells two folds of the story: both from academic and accounting perspectives.
Complexity MEDIUM
INTRODUCTION: User Interface Navigation
Navigating to the single Unit Enrolment Details screen
With the student record loaded in the system, you can get to this page by going to Student > Summary on the side menus, then clicking the ACTIONS button against the unit enrolments, and finally selecting the Edit Unit Enrolment option.
Refer to the section below for a description of each field and button you can see under the single Unit Enrolment screen.
Unit Enrolment Form Fields and Buttons
NOTE:
The fields on the tables below are all the possible fields available in Paradigm that you can see and use when adding a unit enrolment to a student record. In the Brief Description column, to all system-generated fields, we will also give you an overview as to where in Paradigm those system-generated fields are coming from. Buttons found on this page are also included, giving you an overview on how and when to use them.
The fields are highly customisable depending on your business or institution’s needs and requirements to the government.
Contact your Paradigm Administrator or our Support Team if you have questions regarding the fields below.
UNIT DETAILS Field Name |
Brief Description |
---|---|
Paradigm Student ID | (system-generated) The student number generated by the system, inherited from the STUDENT DETAILS page when you added the student record in the system. |
Paradigm Program Enrolment ID | (system-generated) The student course or program generated ID by the system from the COURSE DETAILS page when you enrolled the student into the course or program. |
Parent Unit Enrolment ID | (system-generated) |
Paradigm Base Unit ID | (system-generated) The base unit ID generated by the system from the EDIT UNIT DETAILS page when you created the base unit record of this scheduled unit. |
Scheduled Unit ID | (system-generated) The scheduled unit ID generated by the system from the EDIT SCHEDULED UNIT DETAILS page when you created the scheduled unit. |
Home Institution | (system-generated) The abbreviation of the Provider record (name of your business or institution) which delivers this scheduled unit and was set when you created the scheduled unit. |
Unit Id |
|
Unit Name |
|
Scheduled Unit Code | (system-generated) The Unit Code generated when you scheduled the unit. |
Unit Name | (system-generated) The Unit Name you set when you created the base unit record of this scheduled unit. The name will be overridden on the scheduled unit level (if ever you made some changes of the Unit Name field on the scheduled unit level) |
Start Date | (system-generated) The unit enrolment start and end date inherited from the scheduled unit start and end dates. |
Expected End Date | |
Census Date | (system-generated) The unit enrolment census date inherited from the scheduled unit Census Date field. |
Enrolment Status | The current enrolment status of the unit. |
Withdrawal Date | The date the student withdrew from the unit. |
Academic Outcomes section | |
Grade Description | The final grade description the student achieved upon completion of this unit. |
Published Grade | The Grade that will appear on the student's transcript or Statement of Attainment. This grade may be different to the achieved grade due to moderation. |
Grade Release Date | A date that is defined by the provider, so the published grade will appear on student’s portal. Following the rule of Now (today’s date) > Grade Release Date. |
Final Mark | Numerical equivalent of the grade (if applicable) |
Credit Points | The number of point the student will a crew towards their course of student upon successful completion of this unit. |
GPA | (system-generated) Paradigm GPA calculation, see Grade Schema. |
Appear On Transcript | Select Visible if you want the grade to appear on transcript, else, set it to Hidden. |
Note | Any internal notes for this unit of study. |
Result Comment | Comments that the student can see regarding the final grade of the unit. |
Assessments section | |
Assessment Status |
Applicable to be used in a Provider where there’s a one on one relationship between Assessment and the Scheduled Unit |
Assessment Date | |
Reassessment Date | |
Primary Assessor | |
Secondary Assessor | |
Practical Hours Attended | |
Hours Attended | |
Record Protection section | |
Protection Start Date |
|
Protection End Date |
|
Read Only ◻ | A checkmark on this box will make the record read-only and becomes not editable |
FINANCIAL INFORMATION Field Name |
Brief Description |
---|---|
Unit Fee | E384 The total amount charged for the unit (without dollar sign). |
Amount Received | The total amount received from all funding types for the unit. |
Amount Due | The amount owed and to be paid by the student |
Upfront Payment | E381 The Amount the student has paid upfront for the unit. |
Funding Amount | E558 The amount the Student has deferred to a HELP loan. |
Funding Type | The payment method the student will / has used to meet the obligation of this unit. |
HEIMS Loan Fee | E529 The amount the government charges the student for using FEE-HELP (25%) of the unit total. Always check the government website for any changes on the percentage |
Subsidy Amount | The amount the student with the scholarship/subsidy is getting to study the unit. |
Subsidy Type | Scholarship type |
Select subsidy type from list | Select the subsidy type on this dropdown menu, and the Subsidy Type field will be auto-populated. |
Administration Fee |
|
Delivery Fee |
|
Accounting section | |
Fee Id | (system-generated) Invoice Id that has an applied payment to this unit enrolment |
Contact who received payment |
|
Payment Received |
|
Payment Date | the date the payment has been processed/invoice has been paid off |
Agent Commission Amount | The amount paid to the Agent for this unit to study. |
Agent | The name of the agent the payment is made to. |
Fee Payee |
|
Agent Commission Amount 2 |
|
Agent 2 |
|
Fee Payee 2 |
|
Invoice Fee Code |
|
TCSI INFORMATION Field Name |
Brief Description |
---|---|
Student status code | E490 A reported code to TCSI which indicates the student status for a unit of study |
EFTSL Load | E339 The Equivalent Full Time Study Load ( the portion of 1 where 1 is divided by the number of units that the student is to complete in one year to be full time 1/8 = 0.125. |
HEIMS Study Completion Status | E355 The HEIMS code that represents the current completion status of the unit. This field value is a HEIMS / HEPCAT reportable field. |
RPL Indicator | E577 VET FEE-HELP only. A field indicating whether a unit of study has an RPL (Recognition of Prior Learning) component or not. |
HEIMS Contribution Indicator | E392 A reported code to TCSI which indicates which maximum student contribution was used in calculating the student contribution amount Related Page: Commonwealth Supported Places (CSPs) |
HEIMS Variation Reason | E446 Pre-determined reason for variations of HELP records as determined by HEIMS. If a record has been reported incorrectly to HEIMS via HEPCAT a revision file needs to be created and submitted to correct the error. By updating the required fields within this screen, adding a HEIMS Variation reason, revision number and revision date – these files will be included into a revision file when created in the reporting section of Paradigm. |
Course Assurance Indicator | E619 If checked it will send a true value, else false. This indicates whether the student’s enrolment in the unit of study is the result of an approved VET Student Loans course assurance arrangement |
HEIMS Revision Number |
|
Variation Date | The date the revision file was created / sent to HEIMS for variation. |
TCSI Unique Identifier |
Information from TCSI once the record has been pushed successfully |
TCSI Last Validated Status | |
TCSI Last Validated Date |
VIEW TCSI RECORD | |
---|---|
UID |
When the VIEW TCSI RECORD button is clicked, it will generate the values of the unit enrolment fields (listed on the right: UID - Unit of Study Year Long Indicator) you sent to TCSI
|
Discipline Code | |
EFTSL | |
Unit of Study Census Date | |
Unit of Study Code | |
Unit of Study Commencement Date | |
Unit of Study Outcome Date | |
Unit of Study Status Code | |
Unit of Study Year Long Indicator | |
ASSOCIATED INVOICES Field Name |
Brief Description |
---|---|
Invoice ID | The system allocated number given to the invoice that this unit appears on. |
Invoice Item Sequence ID | The system allocated number given to the invoice that this unit appears on. |
Invoice Number | The system allocated number given to the invoice that this unit appears on. |
Invoice Batch Number | The system allocated number given to all invoices created in the same batch. |
OSHC Provider |
Applicable if the student has an Overseas Student Health Cover (OSHC) provider |
OSHC Commission Amount | |
OSHC Invoice Id | |
OSHC Invoice Item Seq Id |
RPL INFORMATION Field Name |
Brief Description |
---|---|
RPL Provider |
Applicable to be used for RPL details which are not reportable to the government. |
RPL Awarding Institutions | |
RPL Awarding Qualifications | |
RPL Awarding Units | |
RPL Awarding Dates |
REMOTE IDENTIFIERS Field Name |
Brief Description |
---|---|
CRM Entity Type Id |
API Integration information/details |
CRM Entity Id | |
External Entity Type Id | |
External Entity Id | |
SMS Entity Type Id | |
SMS Entity Id | |
Remote SMS Entity ID |
UNIT ENROLMENT RECORD BUTTONS |
---|
The SAVE UNIT ENROLMENT button is used every time you make some changes or edit the fields of this particular unit enrolment. Regardless of which form section you made some changes to and which SAVE UNIT ENROLMENT button you clicked, it will still save all the changes you’ve made. |
The WITHRAW UNIT ENROLMENT WITH CENSUS DATE button |
The EDIT GRADE button is useful if you still want to edit a grade which has already been published. Technically, once you’ve published the grade, the Academic Outcomes section with the grade details will automatically be set to read-only mode. Only if necessary and required to edit, you can use this button. |
Refer to the section below: TCSI Delete Button: Recommended Usage |
The DELETE UNIT ENROLMENT button will delete the entire unit enrolment. Refer to your business or institution’s process of safely deleting a unit enrolment. |
The SEARCH SCHEDULED UNIT button will let you search for scheduled unit(s) that you want to enrol the student into. This is another way of enrolling a student to scheduled units while you are in one of the unit enrolment’s edit screen. |
The SHOW ENROLLED UNITS button will show all the units enrolled by the student under the UNITS ENROLLED BY STUDENT section. To hide this section, you can click the HIDE ENROLLED UNITS button. |
Key Terms and Concepts
TCSI Delete Button: Recommended Usage
A red-coloured button has been added to the screen for users with either FULLADMIN or SYSTEM ADMIN permissions that when clicked will perform the following actions:
Send an update to TCSI to delete the linked UID16 record
Update the Paradigm unit enrolment status to "TCSI Deleted"
Blank the contents of the fields UID16, TCSI Last Submitted Status, and TCSI Last Submitted Date
Set the unit enrolment record as read-only
The read-only lock on a unit enrolment record can only be removed by a user with either FULLADMIN or SYSTEM ADMIN permissions.
Clicking the TCSI Delete button will render a full-screen warning prompt that the user must explicitly accept before the delete event is sent to TCSI.
NOTE:
Unit enrolments with the status of "Deleted" or "TCSI Deleted" will only be visible to users with either FULLADMIN or SYSTEMADMIN permissions on the following screens:
Student Summary
Student Units
Student Units Edit
Academic Summary
Assessment Results
Student Session List
Accounting Summary
Loan fee (E529) Calculation
Fee-HELP loading is an additional charge that the Government imposes on Undergraduate students for the privilege of using Fee-HELP. It is currently (as at 2022) set at 20%. The loading does not count toward the student FEE-HELP Limit. This loading is not imposed on Postgraduate students meaning Postgraduate students can use Fee-HELP but are not charged for the loading.
The total amount deferred to the government on the students' behalf is calculated as tuition + 20%. For example, if the Unit fee is set at $1000.00 an additional $200.00 is added on.
Students have the option of paying part of their tuition fee for the unit upfront to their provider on or before the census date and obtaining FEE-HELP for the remainder.
The Higher Education Support Act 2003 (HESA) recognises a student’s right to make a partial payment of their tuition fees and does not place additional restrictions on a student’s use of FEE-HELP in circumstances where they choose to make part payment towards the fees for a unit, or where their remaining FEE-HELP balance covers only part of the tuition fee.
The amount of FEE-HELP for a unit of study is the difference between the tuition fee for the unit and the sum of any upfront payments the student has made on or before the census date.
Therefore over a student’s lifetime, they are able to use FEE-HELP to pay all or part of their tuition fees for a unit of study, up to the amount of the FEE-HELP limit.
The loading is only charged to students who have an amount deferred to Fee-HELP. This amount is also proportional. If the student pays $500.00 upfront, then defers the remaining $500.00 to Fee-Help the load is 20% of the remaining amount, in this case, $100.00.
For more information on FEE-HELP and loading please visit http://heimshelp.education.gov.au
Unit of Study Status Code (E355) Reporting
All directly student-related records within Paradigm should be assigned a status code from a defined list of available statuses that reflects the best-known state of that record. Using a single field to track the overall status of a record greatly simplifies reporting. It is strongly recommended that the status field is maintained as the student progresses through their studies as part of the overall student life cycle.
Changing the unit enrolment status will auto-update the reported TCSI Unit of study status code (E355).
Further details regarding the default system status codes and their recommended use please refer to these pages:
Recognition of Prior Learning (RPL) and Credit Exemptions
Refer to this knowledge article: Recognition of Prior Learning (RPL) and Credit Exemptions if you want to process credits/exemptions to unit enrolments.
TCSI Early Exit Awards Packet if you want to process an early exit/continuing study
Student Status code (E490)
The Funding type field does not get reported to TCSI. It is a Paradigm internal field. E490 student status is the field being reported to TCSI.
The Funding Type field is used to establish fees. The E490 value is independent of the funding type value, but the funding type value can affect the submission of unit enrolments with a conflicting E490 value, due to values in the fee fields on the unit enrolment.
When you first create a student course enrolment record you should set a value in the field labelled "HEIMS Student Status". The contents of this field will then be used as a default value when each new unit enrolment record is created.
Once the unit enrolment record has been created, changing the value of the field E490 Student Status at the unit enrolment will not impact the value of the field "HEIMS Student Status" on the course enrolment. The reverse is also true: changing the value of the field "HEIMS Student Status" will not impact any already existing, historically created unit enrolments.
Note that the contents of E490 are stored as an explicit value on each unit enrolment to accommodate the business rule that students may have unit enrolments that are a mix of upfront payments and debts deferred via Fee-HELP.
Workflow
ACADEMIC OUTCOMES
Record the Final Grade and not yet make it available to the student
NOTE:
The following method will enter the final grade, but not make it available for the student to access it - please see publishing grades section [“HOW TO Publish Grades”] below to make the result available to the student or appear on the transcript.
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Enter the final grade.
3 After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section.
4 Look for the unit/subject where you want to enter a final grade. Click the 📝 EDIT button on the right of the unit. This will load the UNIT DETAILS Form section of the student where you can enter the final grade.
5 In the UNIT DETAILS Form section, set the required Enrolment Status.
6 Go to the Academic Outcomes section, just below the Enrolment Status field, click the Grade Description drop-down list, and select the required grade description. Enter the Final Mark if applicable.
7 After setting the enrolment status and the grade description, click the SAVE UNIT ENROLMENT button to apply the changes.
HEIMS Study Completion Status E355 will update automatically based on the selected Unit Enrolment status, read more.
Edit the Final Grade and not yet make it available to the student
NOTE:
For cases where final grades will need to be adjusted due to reassessment, administrative error or moderation. This method shows the steps to update the final grade but does not make it available to the student - please see publishing grades section [“HOW TO Publish Grades”] below to make the result available to the student or appear on the transcript.
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Update the final grade.
3 After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section.
4 Look for the unit/subject where you want to update a final grade. Click the 📝 EDIT button on the right of the unit. This will load the UNIT DETAILS Form section of the student where you can update the final grade.
5 In the UNIT DETAILS Form section, scroll down and look for the EDIT GRADE button
6 A pop-up warning message will appear on top of the screen – the same as the screenshot message below, just click the OK button.
7 A UNIT DETAILS Form section will appear, update/ edit the following fields as required or if applicable:
A Enrolment Status: Update the Enrolment status code (if required)
B Final Mark: Update the Final Grade Percentage (if applicable)
C Grade Description: Update the Grade Description (required*)
D HEIMS Study Completion Status: Update the HEIMS Study Completion Status at the HEIMS INFORMATION Form section below the FINANCIAL INFORMATION Form section. (required*)
8 Click the SAVE UNIT ENROLMENT button after filling out the required fields to update the final grade.
Publish Grades to make the grades visible to the student
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Publish grades.
3 After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section.
4 Look for the unit/subject where you want to enter a final grade. Click the 📝 EDIT button on the right of the unit. This will load the UNIT DETAILS Form section of the student where you can enter the final grade.
5 In the UNIT DETAILS Form section, click the Enrolment Status drop box and select the required completion status (Completed for a Passing Grade / Failed for a failing grade)
6 Go to the Academic Outcomes section, and update the following fields:
A Grade Description: Select the student grade description to be published from the drop-down list. Also, enter the Final Mark if applicable.
B Published Grade: Select the student grade to be published from the drop-down list.
NOTE:
A note on the Grade Release Date field: set a date here if you want to block the release in the meantime and just release it in the future. The date you set here is the date the students will view their grades.
7 After setting the enrolment status, grade description, published grade, etc. click the SAVE UNIT ENROLMENT button to apply the changes.
NOTE:
If you cannot update/save the grade, you need to check whether the HEIMS Undergraduate Loan Fee (%) or HEIMS Postgraduate Loan Fee (%) fields are filled out correctly on the base course that the student is enrolled into.
Unit Enrolment Withdrawal Before Census Date
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Withdraw a student from a unit before the census date.
3 After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section.
4 Look for the unit/subject where you want to withdraw before the census date. Click the 📝 EDIT button on the right of the unit. This will load the UNIT DETAILS Form section of the student where you can edit.
5 In the UNIT DETAILS Form section, look for the Enrolment Status: field, select Withdrawn from the drop-down list. Click the calendar icon and choose the Withdrawal Date (before census date).
6 In the FINANCIAL INFORMATION Form section, make sure to make changes to the following fields:
A Unit Fee: Update the Unit fee field to 0.00 (This field cannot be left blank, and is required*)
B Amount Received: Check the Amount Received field is 0.00 (This field cannot be left blank, and is required*)
C Upfront Payment: Check the Upfront Payment field is 0.00 (This field cannot be left blank, and is required*)
D Funding Type: Update the Funding Type to Upfront (required*)
NOTE:
If you are using the Paradigm Accounting module, refer to this knowledge article for the required accounting workflows you need to process: Using the Accounting Module
7 In the Academic Outcomes unit details section, update the following fields:
A Grade Description: Update this field to Withdrawn (This is institution-specific - please ensure correct selection according to your institution's procedures).
B Published Grade: Update this field to Withdrawn (This is institution-specific - please ensure correct selection according to your institution's procedures).
8 Click the SAVE UNIT ENROLMENT button after filling out the required fields to successfully withdraw a student from a unit before the census date.
HEIMS Study Completion Status E355 will update automatically based on the selected Unit Enrolment status, read more.
Unit Enrolment Withdrawal After the Census Date
BE ADVISED:
Unlike the withdraw prior to census date the charges for the unit are still incurred by the student, either as a Fee-HELP / HECS-Help debt or as an upfront charge. These can only be remitted in special circumstances.
Read more: https://www.tcsisupport.gov.au/support/reporting-withdrawals-in-tcsi
INFO:
Refer to this knowledge article for the required accounting workflows you need to process: Using the Accounting Module
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Withdraw a student from a unit after the census date.
3 After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section.
4 Look for the unit/subject where you want to withdraw after the census date. Click the 📝 EDIT button on the right of the unit. This will load the UNIT DETAILS Form section of the student where you can edit.
5 In the UNIT DETAILS Form section, look for the Enrolment Status: field, and select Withdrawn from the drop-down list. Click the calendar icon and choose the Withdrawal Date (on or after census date).
6 In the Academic Outcomes unit details section, update the following fields:
A Grade Description: Update this field to Withdrawn (This is institution-specific - please ensure correct selection according to your institution's procedures).
B Published Grade: Update this field to Withdrawn (This is institution-specific - please ensure correct selection according to your institution's procedures).
C Note: Enter any notes about this enrolment in this field.
7 Click the SAVE UNIT ENROLMENT button after filling out the required fields to successfully withdraw a student from a unit after the census date.
Adding Notes to a Student Record
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Add a note.
3 After loading the student’s record, you can either go to the Number of Notes: field under the STUDENT DETAILS Form section and click the blue number of notes on it, or you can go to Student > Notes menus on the side.
4 The notes section contains all notes associated with the student, here, you can edit the current notes or add new ones. Click the ADD NOTE button to add a new note for this student.
NOTE:
Any notes added for this student on this section is used for internal purposes only.
5 After clicking the ADD NOTE button, this will lead you to the EDIT NOTE Form section where you can specify your note based on the Subject, Course Enrolment Id, Unit Enrolment, Category, and pre-filled Comments.
6 Enter the necessary details/category and then type your notes for this student in the Note: section. Click the SAVE NOTE button to save your newly added notes for this student.
INFO:
You can check if you have successfully added the notes by going to Student > Summary on the side menus. Check the Number of Notes: field if it has incremented.
Adding Result Comments to a Unit Enrolment
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Add result comments.
3 After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section.
4 Look for the unit/subject where you want to add the result comments. Click the 📝 EDIT button on the right of the unit. This will load the UNIT DETAILS Form section of the student where you can edit.
5 In the UNIT DETAILS Form section, click the Enrolment Status drop box and select the required completion status (Completed for a Passing Grade / Failed for a failing grade)
6 Go to the Academic Outcomes section, and update the following fields:
A Grade Description: Select the student grade description to be published from the drop-down list.
B Published Grade: Select the student grade to be published from the drop-down list.
C Result Comment: Enter any result comments for the student to see in this field.
NOTE:
Any text on this field can be viewed by the student.
7 After entering the Result Comment for the student, click the SAVE UNIT ENROLMENT button to apply the changes.
Processing Recognition of Prior Learning (RPL) and Credit Exemptions
A dedicated page on how to process RPL and Credit Exemptions can be found on this page: Recognition of Prior Learning (RPL) and Credit Exemptions
FINANCIAL INFORMATION
Recording Payment for each Student's Unit Enrolment
BE ADVISED:
This section is only relevant for providers that are not using the Paradigm accounting module. It is intended for use by providers with very basic requirements around tracking payments to unit enrolments.
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Record a payment.
3 After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section.
4 Look for the unit/subject where you want to record a payment. Click the 📝 EDIT button on the right of the unit. This will load the UNIT DETAILS Form section of the student where you can edit.
5 Go to the FINANCIAL INFORMATION Form section of the page, and edit the following fields:
A Amount Received: Enter the dollar amount here.
B Payment Date: Enter the date the payment was received here. This field can be found under the Accounting section.
6 Scroll up of the page and find the Note: field under the Academic Outcomes section. Enter any notes required on this field.
7 After entering all the required information, click the SAVE UNIT ENROLMENT button to record the payment.
Update Funding Type for each Student's Unit Enrolment
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Update funding type.
3 After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section.
4 Look for the unit/subject where you want to update the funding type. Click the 📝 EDIT button on the right of the unit. This will load the UNIT DETAILS Form section of the student where you can edit.
5 Go to the FINANCIAL INFORMATION Form section of the page and edit the Funding Type: field. Select the new funding type from the drop-down list.
6 Scroll down, and go to the HEIMS INFORMATION Form section. Select the required option from the drop-down list in the Student status code: field. After setting the student status code, click the SAVE UNIT ENROLMENT button to change the funding type.
New Unit Enrolment will have the following screen:
INFO:
Once the unit has been saved, check the HEIMS Loan Fee: field under the FINANCIAL INFORMATION Form section of the page, if it has been updated.
Adding Subsidies or Scholarships to a Student's Unit Enrolment
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Add subsidies or scholarships.
3 After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section.
4 Look for the unit/subject where you want to add subsidies or scholarships. Click the 📝 EDIT button on the right of the unit. This will load the UNIT DETAILS Form section of the student where you can edit.
5 Go to the FINANCIAL INFORMATION Form section of the page, and edit the following fields:
A Select subsidy type from list: select the subsidy type drop-down list depending on the student’s current subsidy type. The Subsidy Type: field on the left will be pre-filled depending on what subsidy type you’ve chosen.
INFO:
If the scholarship or subsidy type applicable for this student is not in the drop down list, or you want to create a new scholarship or subsidy type for this student, refer to the System > Search, Add and Edit Code Item – B. Add a Code Item article. Code Type Id to be searched is “SCHOLARSHIP_TYPE”. After adding the code, the new code will now appear in the drop down list under the Select subsidy type from list: field in the Course Enrolment page.
B Subsidy Amount: Enter the dollar amount in this field. Do not enter a $ symbol.
6 After entering all the required information, click the SAVE UNIT ENROLMENT button to add the subsidy or scholarship intended for this student.
HOW-TO GUIDES
How to Delete Unit Enrolment records in Paradigm and TCSI
BE ADVISED:
Prior to following the instructions below, it is assumed that the unit enrolments are not yet invoiced and no published grades, and that you are aware of the implications when deleting units and that the record will be completely removed from both TCSI and Paradigm after clicking the Delete Unit Enrolment button.
There are different ways you can delete unit enrolments in Paradigm:
A. Per Unit Enrolment Record
1. Load the Student Summary screen.
2. Go to the UNIT ENROLMENTS section, click the ACTIONS button against the unit enrolment that you want to delete, and select the Edit Unit Enrolment option.
3. With the Unit Enrolment page loaded, click the DELETE UNIT ENROLMENT button. Again, clicking this button will remove the record from both TCSI and Paradigm.
Click OK to confirm your action.
The unit enrolment record has now been removed from both TCSI and Paradigm.
B. via the Units page
1. Load the Student Summary screen.
2. Choose Student > Course Enrolment > Units menus on the side.
Click OK to confirm your action.
The unit enrolment record has now been removed from both TCSI and Paradigm.
C. via the Select Action to perform on Units menu
1. Load the Student Summary screen.
2. Choose Student > Course Enrolment > Units menus on the side. Select the unit enrolments that you want to delete.
3. After selecting all the units that you want to delete, go to the Select Action to perform on Units menu below and select the Delete selected units option, and click SUBMIT
Click YES to confirm your action.
The unit enrolment records selected have now been removed from both TCSI and Paradigm.
How to Delete Unit Enrolment records from TCSI - retain records in Paradigm
BE ADVISED:
Prior to following the instructions below, it is assumed that you have already read the above section on the recommended usage of the TCSI Delete button in Paradigm.
There are two ways you can delete records from TCSI within Paradigm:
A. Per Unit Enrolment Record
1. Load the Student Summary screen.
2. Go to the UNIT ENROLMENTS section, click the ACTIONS button against the unit enrolment that you want to delete the information submitted to TCSI, and select the Edit Unit Enrolment option.
3. With the Unit Enrolment page loaded, click the DELETE FROM TCSI button. Again, clicking this button will remove the record from TCSI and make the record in Paradigm read-only, and also set the enrolment status to “TCSI Deleted”
Click YES to confirm your action.
The unit enrolment record has now been removed from TCSI, made the record in Paradigm read-only - and also set the enrolment status to “TCSI Deleted.”
B. via the Select Action to perform on Units menu
1. Load the Student Summary screen.
2. Choose Student > Course Enrolment > Units menus on the side. Select the unit enrolments that you want to delete.
3. After selecting all the units that you want to delete, go to the Select Action to perform on Units menu below and select the Delete unit enrolments from TCSI option, and click SUBMIT
The unit enrolments you have selected are now being removed from TCSI, made the record/s in Paradigm read-only - and also set the enrolment status to “TCSI Deleted.”
NOTE:
For cases where you want to unlock the unit enrolment record and resend the information to TCSI with the valid details, refer to the instructions in the workflow below.
How to Unlock and Resend Unit Enrolment records to TCSI
Deleting information submitted to TCSI using the DELETE FROM TCSI button will set the unit enrolment record as read-only and therefore no edits are allowed unless otherwise unlocked. Read more details on the recommended usage of the DELETE FROM TCSI button in the above section.
For cases where you want to unlock the record to further modify the unit enrolment information and resubmit the record to TCSI, refer to the following instructions:
1. Load the Student Summary screen.
2. Go to the UNIT ENROLMENTS section, click the ACTIONS button against the unit enrolment that you want to unlock, and select the Edit Unit Enrolment option.
3. With the unit enrolment record loaded, click the UNLOCK RECORD button. This will make the record editable.
4. Edit the required information to make the record valid to be resubmitted to TCSI.
5. Set the Enrolment Status to what is valid and reportable to the current unit enrolment record.
6. After editing the required information, and setting the correct unit enrolment status, click the SAVE UNIT ENROLMENT button. This will send the newly recorded information of the unit enrolment to TCSI.
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