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Overview

Objective

Upon Completion of this KB the user will be able to Search for a student record within the Account tab

Assumptions

  • The User has the minimum required level to access the Accounting tab and an understanding that making changes within this section have wider implications.

  • The User has a basic understanding of Accounting principles. (Payments, Invoices, Offset of payments, Line items)

  • The User has an understanding of Fee-Help / HECS-HELP funding and timings

  • The User has an understanding of the Australian Tertiary Education System / VET Sector.

Key terms and concepts

Field NameBrief OverviewSample data
Student NoA number that your institution allocates, to uniquely identify a student. A student no. can only belong to one student.SF100001
Given NameThe student's given name as it appears on the student's birth certificate or other identificationJames
Preferred nameThe name by which a student prefers to be addressed, instead of their given nameJim
Family NameThe student's family name or surname as it appears on the student's birth certificate or other identificationMcMorran
Previous Last NameAny other last name or surname that the student has used or has been known to use.
Home Institution
Starfleet Academy
Order by
  • Student Number
  • First Name
  • Last Name
  • Status Id
  • Last Modified Date
Student Number
Status

The current status of the student's record can be one of:

  • Active
  • Alumni
  • Applied
  • Archived
  • Deceased
  • Deleted
  • Discontinued
  • Inactive
  • On Leave
  • Prospective
  • Suspended
Active


Implications

The Search screen here in the Accounting sections is the same as in the Student Search section (Students personal information, contact information, Course Enrolments, and Current Unit Enrolments), however once loaded it will display Student Invoices list and Student Payments List.

Workflow

How to Search For a Student

  1. Click on the Accounting Tab in the side menu
  2. Click on the Search option in the side menu
  3. Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname
  4. Click on the Search Student Button
  5. This will return a list of students that meet the searched criteria
  6. To reduce the returned options in this box  above the returned results start typing the students First / given name. This will reduce the number of results. 
  7. Click on the blue hyper link on the left side of the required record.
  8. The student's record has now been loaded.


Further reading

How to apply a payment to an Invoice

Create an Invoice in Paradigm



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