Bulk Edit Scheduled Fee

Owned by Jeannie Hagarty (Deactivated)
Last updated: Jan 21, 2021 by Ben Bentley
3 min read

Objective

Upon completion of this KB article you will be able to bulk update the fees associated with Scheduled Units 

Complexity: Medium

Page Contents

 

Assumptions

  • You have the minimum required permission level to access the Units tab

  • You understand that making changes within this section has system wide implications

  • You have an understanding of the Australian Tertiary Education System / VET Sector.

Key Terms and Concepts

Field Name

Brief Overview

Field Name

Brief Overview

Scheduled Unit Number

System allocated number

Unit Code(s)

Institution allocated unique unit codes to identify units of study

Class No

Identifying multiple groups or classes run at the same time.

Start Date

Commencing date of unit

Provider

If the provider has multiple institutions within the same system, this can identify which is running this instance of the unit

Course Id

An abbreviated Course Name or identifier allocated by the institution to uniquely identify the Course

Description

Fee Description

  • Standard

  • International

Fee

The dollar amount to be charged for this unit of Study

Invoice Fee Code

Which sub group with in the institution is responsible for the delivery of this unit and therefore is allocated the Fees

Implications

Students who have already been enrolled into the unit will not have their fees updated. This will need to be edited in the student's enrolment page or done by Silverband in bulk. For more information please contact the Silverband help desk.

Workflow

This method assumes that the fees have been added to the individual scheduled units rather than using the Fees matrix. As well as that the fees being changed in bulk will all have their fee updated to the same amount. Scheduled units that are to show different fee amounts will need to be updated separately.

  1. Click On the Units tab in the side menu

  2. Click on the Search Scheduled Units option in the side menu

  3. Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria)

  4. Click on the Search Scheduled Unit button

  5. This will return a list of units that meet the searched criteria

  6. To filter the returned options start typing the name of the unit into the search box. The list of returned results will reduce to match the criteria

  7. Click on the tick boxes next to all of the units that require a Scheduled Unit Fee update

  8. Scroll down and click on the Add Scheduled Units To List button

  9. In the Side menu click on the Bulk Edit Scheduled Fee Option

  10. To remove any scheduled units from the list click on the Remove icon

  11. Scroll down to the Fee Associated With Scheduled Units section

  12. Enter the dollar amount into the (without the $ character) in to the Fee field

  13. Click on the Update Selected Fees button

  1. Click On the Units tab in the side menu

  2. Click on the Search Scheduled Units option in the side menu

  3. Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria)

  4. Click on the Search Scheduled Unit button

  5. This will return a list of units that meet the searched criteria

  6. To filter the returned options start typing the name of the unit into the search box. The list of returned results will reduce to match the criteria

  7. Click on the tick boxes next to all of the units that require a Scheduled Unit Fee update

  8. Scroll down and click on the Add Scheduled Units To List button

  9. In the side menu click on the Bulk Edit Scheduled Fee Option

  10. To remove any scheduled units from the list click on the Remove icon

  11. Scroll down to the Fee Associated With Scheduled Units section

  12. Click on the Select Invoice Fee Code field and select the correct Fee Code

  13. Click on the Update Selected Fees button

  1. Click On the Units tab in the side menu

  2. Click on the Search Scheduled Units option in the side menu

  3. Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria)

  4. Click on the Search Scheduled Unit button

  5. This will return a list of units that meet the searched criteria

  6. To filter the returned options start typing the name of the unit into the search box. The list of returned results will reduce to match the criteria

  7. Click on the tick boxes next to all of the units that require a Scheduled Unit Fee update

  8. Scroll down and click on the Add Scheduled Units To List button

  9. In the side menu click on the Bulk Edit Scheduled Fee option

  10. To remove any scheduled units from the list click on the Remove icon

  11. Scroll down to the Fee Associated With Scheduled Units section

  12. Click on the tick boxes next to all of the fees to be deleted

  13. Click on the Delete Selected Fees button

Further Reading