Transfer of Credits Between Course Enrolments
The workflow below will provide you with a faster way to transfer credits between the same student's Course Enrolment records.
Workflow
Course with the Units to be Credited
Load the Course Enrolment of the student with the Unit Enrolments to be credited, see Load a Course Enrolment record
After loading the Course Enrolment, you can finalise all linked Unit Enrolments so that they have the correct completion status values (E355), and all the required Unit Enrolment details have been reported and validated by TCSI, see Update Unit Enrolment Status
For Unit Enrolments that still have the status of "Enrolled" and you want the enrolment to be moved to the new Course that the student is continuing, you will need to withdraw the units accordingly (refer to the withdraw pre-census workflow)
Update the Course Enrolment Status i.e. the Course Outcome code (E599) of the original course accordingly.
If this is an Early exit, report an Early Exit Award in Paradigm via the Graduation screen. Else, proceed to Transfer Credits to the Awarded Course instructions below.
Transfer Credits to the Awarded Course
After processing the required steps for the original Course, please follow these instructions to transfer credits to the eligible or Awarded Course or the Course where the Unit Enrolments are to be credited:
Add or enrol the student to the Course. You can use the QUICK ADD STUDENT COURSE section, see Enrol Students in Courses.
NOTE:
Edit the Course Enrolment record accordingly. If the Course Enrolment is intended to be reported to TCSI, please ensure that it has been validated before proceeding with the rest of the instructions.
After adding the Course to be awarded, choose Student > Summary on the side menu, to show all Course Enrolments for this student.
Go to the COURSE ENROLMENTS section and click the ACTIONS button against the early exited Course Enrolment or previous Course Enrolment where the units to be transfer credited belong, and click Edit Course Enrolment. This is the Course Enrolment that contains the Unit Enrolments that are to be Transfer Credited to the Awarded course.
NOTE:
Unit Enrolments with a "Failed" and still in "Enrolled" status do not qualify to be transferred as credits to the new Course Enrolment.
On the side menu, choose Student > Course Enrolment > Units. This will display a list of all units related to the selected course. Place a ☑ in the box for each unit that you want to be transferred credited to the Awarded Course.
Below the units list, in the Select Action to perform on Units field choose the option Transfer Credit the selected units to the degree.
This option will copy the selected units to the Awarded Course, where the old unit remains unchanged and the new unit has the status set to "Transferred Credit (dependent on your Grade Schema naming convention)", and all of the FEE fields are set to '0.00'.
In the new box that appears and shows Please Select Course, choose the Awarded Course that you added above where you want to transfer the units as credited - select the credit basis [E561] - credit provider [E566], and then click the SUBMIT button.
If the students have multiple Course Enrolment records where you need to transfer credit units, repeat steps 2-4 for each of those records.
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