Overview

Objective

Upon completion of this KB the user will be able to Search for Add New and Edit base units

Assumptions

• The user has the minimum required level to access the Units tab and an understanding that making changes within this section has system wide implications.
• The user has an understanding of the Australian Tertiary Education System / VET Sector.
• The user has an understanding of the Units and Courses within your Institution for scheduling and timetabling.

Key terms and concepts

Key fields for Searching units

Key Fields for Adding New Units

* = Fields for Higher Education Government reporting

* = Fields for VET Government reporting

Implications

In order for a student to be enrolled into a unit the units / subject needs to be created as a base unit, then the units is Schedule giving it specific time period for delivery, census date, and venue. Once these have be done then the student can be enrolled.

Some of the fields within the Add unit section are required by either or both sections of Government reporting. 

Workflow

How to search for a Base unit

1. Click on the Units tab in the Side menu
2. Click on the Search option with the side menu
3. Enter at least one of the following options in to the relevant search box: 
   • Unit Code
   • Unit Name
   • Unit Provider
   • Unit Keywords
   • Unit Status
4. Click on the Search UnitButton.
5. This will show a list of units that meet the searched criteria
6. To filter the list of units, in the search box above the list of units, start typing the unit name.
7. When you see the record for the unit you are looking for , click on the unit id code, highlighted in blue in the left column of that row.
8. The Base Unit has now been loaded.

How to Add / Create a new Base Unit

1. Click on the Units tab in the side menu
2. Click on the Unit Details option in the side menu
3. Click on the Add new option in the Side menu
4. Enter the required data from the table above to meet the type of unit and Government reporting requirements
5. Click on the Save Unit Button

How to add Assessment to Scheduled Units from a Base Unit

1. Click on the Units tab in the side menu
2. Click on the Unit Details option in the side menu
3. Click on the Show Scheduled Unit option in the Side menu
4. Enter at least one of the following options in to the relevant search box: 
   • Unit Code
   • Unit Name
   • Unit Provider
   • Unit Keywords
   • Unit Status
5. Click on the Search Unit Button.
6. This will show a list of units that meet the searched criteria
7. To filter the list of units, in the search box above the list of units, start typing the unit name.
8. When you see the record for the unit you are looking for, click on the unit id code, highlighted in blue in the left column of that row.
9. Scroll down to the Assessments Associated with this Scheduled Unit section.
10. Click on the Add Scheduled Assessments from Assessments  button.

This will add the assessments to the Scheduled unit irrespective of delivery method

How to add Assessment to Scheduled Units from a Base Unit by Delivery Method

Scheduled units can have different assessments requirements for different delivery methods. These can be added to the Schedule based on the delivery method selected.

1. Click on the Units tab in the side menu
2. Click on the Unit Details option in the side menu
3. Click on the Show Scheduled Unit option in the Side menu
4. Enter at least one of the following options in to the relevant search box: 
   • Unit Code
   • Unit Name
   • Unit Provider
   • Unit Keywords
   • Unit Status
5. Click on the Search Unit Button.
6. This will show a list of units that meet the searched criteria
7. To filter the list of units, in the search box above the list of units, start typing the unit name.
8. When you see the record for the unit you are looking for, click on the unit id code, highlighted in blue in the left column of that row.
9. Scroll down to the Assessments Associated with this Scheduled Unit section.
10. Click on the Add Scheduled Assessments for Delivery Mode  button.

Assessments designated Online will be added to an online Scheduled unit. Assessments designated on Campus will be added to an On Campus scheduled unit.

How to Add Attachments to a Base Unit

Attachments can be saved against the base unit. This is useful for storing, unit of study outlines,  accreditation documents, change or updates of accreditation documents, 

1. Click on the Units tab in the side menu
2. Click on the Unit Details option in the side menu
3. Click on the Edit Details option in the Side menu
4. Enter at least one of the following options in to the relevant search box: 
   • Unit Code
   • Unit Name
   • Unit Provider
   • Unit Keywords
   • Unit Status
5. Click on the Search Unit Button.
6. This will show a list of units that meet the searched criteria
7. To filter the list of units, in the search box above the list of units, start typing the unit name.
8. When you see the record for the unit you are looking for, click on the unit id code, highlighted in blue in the left column of that row.
9. Scroll to the bottom of the screen and click the Add File Attachment button
10. Click the Purpose drop box and select the most appropriate option for the attachment
11. Click the Category drop box and select the most appropriate option for the attachment
12. Enter the Name of the attachment (This is the name that will appear on the screen so be specific and concise)
13.  Enter a Description of the attachment. The description will appear when hovering over the name of the attachment. This will allow the user to have more details about the attachment without having to download it.
14. Click the Status drop box to select a status option
15. Select the minimum permission level required to view the attachment
16. Click the Choose file button to navigate to where the attachment is currently stored
17. Click the Save File attachment button.

Further reading

How to Schedule a unit

How to Search for a Scheduled unit