Convert Selected Unit Enrolments to UPFRONT

This page will provide you with instructions on how to convert a selected Unit Enrolments of a Student into an UPFRONT Funding Type

Overview

The Unit Enrolment records of a Student can be converted to UPFRONT Funding Type using the Select Action to Perform on Units menu under the Units and Units Edit screens. This will provide you with an option to increase your data entry efficiency instead of having to manually load each Unit Enrolment record of the Student and do the conversion.

Workflow

1. Load the Student record, see Search a Student record.

2. Once the Student Summary page is loaded, choose the Student > Course Enrolment > Units Edit menus on the side.

3. In the UNITS ENROLLED BY STUDENT section, select the Unit Enrolments that you want to be converted into UPFRONT.

selecting Unit Enrolments to convert to UPFRONT via the Student > Course Enrolment > Units Edit

1. After selecting the Unit Enrolments, click the Select Action to Perform on Units dropdown menu and select the Convert selected units to Upfront Fess option. Click the CONVERT SELECTED UNITS TO UPFRONT FEES BUTTON to start the process.

convert selected units to Upfront Fees action menu

The selected Unit Enrolment records of the Student have now been converted to UPFRONT FEES.

1. The selected Unit Enrolments are now converted to UPFRONT. Proceed to the workflow Update the Student Status Code [E490] on Selected Unit Enrolments to update the [E490] code accordingly for the Unit Enrolments you have just converted.