Unit Fees - Search, Add and Edit

Owned by Dinara Kutti (Deactivated)
Last updated: Aug 16, 2022 by Diane Momongan (Unlicensed)
6 min read

Objective

Learn how to search, add and edit fee rules for the purpose of calculating the tuition fee amount when new unit enrolment records are created within Paradigm. Fee Rules represent a lower management overhead compared to stating fees on a per Scheduled Unit record basis.

Complexity: High

Page Contents

 

 

Assumptions

  • You have an understanding of the Unit Fees for your Institution

  • You have an understanding of the Institution Unit Fees for local and International students.

  • You have an understanding of the Credit Points system within your institution

  • You have an understanding of the Courses within your Institution

Key Terms and Concepts

Be advised

Ensure that you have all of your Fee Rules correctly entered prior to commencing enrolments. Unit enrolments that have already been created, are not automatically updated when any fee rule is added, removed or modified. In different words, if you have enrolled your student, and then change the fee rules, the student’s enrolment will not reflect the change you make to the fee rules.

The unit fee rules work in conjunction with scheduled units in order to charge students the correct amount for the units of the Course in which they are enrolled. Fee rules logic eliminates the need to create multiple fee rules in the scheduled units via the Fees Associated With this Scheduled Unit section.

You will need to create Fee Rules prior to creating your scheduled units. If you have a “one-off” Special Fee it should be added to the “Fees Associated with this Scheduled Unit” within the scheduled unit. Any fees entered at the scheduled unit page will override rules corresponding with existing fee rules.

The fee rule logic works based on the highest number of points on adding up the criteria (refer to details below).

When there are two fee rules that both have the same number of the highest points, the system will select the rule that has the higher fee Amount.

Points Calculator:

  • Course Id = 8 points - Exemption, it will depend on the initial set-up for your institution. Please check with our Helpdesk to find out the number of points for your institution.

  • Credit Points = 1 point

  • Fee Type = 1 point

  • Unit Level = 1 point

  • Program Level = 1 point

  • Program Type = 1 point

  • Provider Party Id = 1 point

If required extra weighting can be given to the Course Id field to ensure a 4 or 5-point match if program level is not being used. The system then selects the fee amount that matches the highest number of points in combination.

It is important to map out all combinations of these fields that you require before you start to enter data. That way all combinations required can be entered into Paradigm easily and quickly.

As fees change from one year to the next existing rules can be updated, without changing any historical data of previously enrolled units, or rules can be retired or archived, and new rules can be created.

Section Name

Brief Overview

Section Name

Brief Overview

Search Unit Fees

This Section is where to search for unit fees that have already been created.

Edit Unit Fees

New Fees rules are added here, and also used for existing fee rules that need to be updated / edited.

Field Requirements For Creating a Unit Fee

Field Name

Required To Create a Fee Rule

Field Name

Required To Create a Fee Rule

Course ID & Name

Yes

Course Level

Optional

Credit Point Statement

Optional

Fee Type

Optional

Unit Level

Optional

Amount

Yes

Funding Amount

Optional

Course Type

Optional

Scheduled Unit Provider

Optional

Unit Fee Status Id

Yes

Full List of Fields Within the Unit Fees

Field Name

Brief Overview

Sample Data

Field Name

Brief Overview

Sample Data

Course

A drop down box containing all of your institution's currently active courses.

Bachelor of Commerce

Course Level

The level at which the course is taught

  • Postgraduate

  • Undergraduate

  • VET

  • Non-Award

Credit Point statement

The number of points that the unit/ subject is worth within the course of study

  • 4

  • 6

  • 8

Fee Type

The type of fees to be charged

  • Standard Fees

  • International

  • Scholarship

  • HECS

Unit Level

The banding of the unit /subject, or other coding

Please note: This needs to be set in the Parent unit prior to scheduling units / Subjects

  • NP

  • 1

  • 2

  • 3

Amount

The amount to be charged for this unit / subject for this course combination (Please note do not enter a $)

  • 2000.00
     

Unit Fee Status Id

The Unit fee status indicates if the unit fee is currently in use (Active) or not (Archived)

  • Active

  • Archived

  • Unconfirmed

Base Unit Mandatory Fields

Required Fields

System Required

Required Fields

System Required

Other Unit Id

X

Unit Name

X

Status Id

X

Unit Type

X

Provider Party Id

X

Unit Method

X

Example 1: Fee Type and Credit Points

Course Name

Credit point

Fee Type

Amount

Course Name

Credit point

Fee Type

Amount

Bachelor of Arts

6

Standard

500.00

Bachelor of Arts

12

Standard

1000.00

Bachelor of Arts

18

Standard

1500.00

Bachelor of Arts

24

Standard

2000.00

Bachelor of Arts

6

International

600.00

Bachelor of Arts

12

International

1200.00

Bachelor of Arts

18

International

1800.00

Bachelor of Arts

24

International

2400.00

Example 2: Course Code, Fee Type, Credit Point, Level

Course Name

Credit point

Fee Type

Level (banding)

Amount

Course Name

Credit point

Fee Type

Level (banding)

Amount

Bachelor of Arts

6

Standard

1

500.00

Bachelor of Arts

6

Standard

2

600.00

Bachelor of Arts

6

Standard

3

700.00

Bachelor of Arts

12

Standard

1

1000.00

Bachelor of Arts

12

Standard

2

1200.00

Bachelor of Arts

12

Standard

3

1400.00

Bachelor of Arts

18

Standard

1

1500.00

Bachelor of Arts

18

Standard

2

1800.00

Bachelor of Arts

18

Standard

3

2100.00

Bachelor of Arts

24

Standard

1

2000.00

Bachelor of Arts

24

Standard

2

2400.00

Bachelor of Arts

24

Standard

3

2800.00

Implications

A unit fee may change each year. The fee that is applicable to a new unit enrolment, is the fee that is currently saved at this very instant. Changing the fee value now, will not affect the fees that have been saved for any previously saved unit enrolments. Depending on the business rules at your institution, you may archive the current fee record and create a new fee record.

It is important that all fee rules are saved correctly and checked, prior to beginning any enrolments. Any enrolments that are made prior to the change in unit fees, will require that the fee is manually updated for each enrolment to reflect the new fee.

  • Make sure fees are correct before proceeding with enrolment

  • Do not allow enrolments to commence while you are still adding fees or Scheduled units

  • Updating a fee will not update any historical enrolments. Make sure fees are correct before proceeding with enrolment

Workflow

  1. Click on the Units option in the menu.

  2. Click on the Unit Fee Details option in the menu.

  3. Click on the Search Unit Fee in the menu.

  4. Select the required course from the drop box in the Unit fee search section.

  5. Click the Search unit Fee button

Please note: To reduce the results additional options can be selected when searching.

  1. Click on the Units option in the menu.

  2. Click on the Unit Fee Details option from the menu.

  3. Click on the Add New Unit Fee from the menu.

  4. Scroll to the Edit Unit Fees Section

  5. Select the Course that the Fee rule is to be added to from the drop-down box.

  6. Select the Program Level for the course.

  7. Enter the number of Credit Points for the unit within the course.

  8. Select the Fee type

  9. Enter the Unit level code (Please Note: This step is optional. The levels must be set within the parent units before adding fee rules)

  10. Enter the amount to be charged for this course and for this credit point fee type as a combination, without a dollar symbol.

  11. Select the Unit Fee Status Id (Active)

  12. Click on the Save Unit Fee button.

To add another rule Click the Add New Unit Fee button on the menu.

  1. Click on the Units option in the menu.

  2. Click on the Unit Fee Details option from the menu.

  3. Click on the Edit Unit Fee option from the menu.

  4. Scroll to the Unit Fee Search section

  5. Select the Course that the Fee Rule is to be added to from the drop-down box.

  6. Click on the Search Unit Fee button.

  7. Click on the Pencil icon next to the course fee to be edited.

  8. Update the required fields.

  9. Click the Save Unit Fee button.

To edit additional fees scroll to the top of the page and repeat the process from step 5

Further Reading