Assign Roles to a Provider Record
Provider Roles
Roles are assigned to providers as a way of defining the types of relationships they may have with other records within Paradigm. Assigning the correct role to a provider is critically important to ensure that various features function correctly.
The table below outlines the intended use of each role:
Role | Description |
Education Provider | Default role assigned to all providers |
Educational Program Provider | Associated with course enrolment records (i.e. the campus) |
Educational Unit Provider | Associated with base units and scheduled units (i.e. the campus) |
Education Agent | Identifies the provider as being an agent for the purposes of student recruitment |
Training Organisation | Associated with AVETMISS reporting |
TCSI - Higher Education Provider | Associated with TCSI reporting. The Parent Provider record or the Main Provider should have this assigned role. |
TCSI - PIR Provider | Associated with PIR reporting. If the Parent Provider record or the Main Provider is a PIR reporting provider, this role should also be assigned. |
Training Organisation Location | Associated with an AVETMISS delivery location |
Work Experience Provider | Associated with the work experience module |
Education Payment Agent | Associated with the agent payment workflow |
Diocese | Allows the provider to be assigned as a diocese against the student record |
Seminary | Allows the provider to be assigned as a seminary against the student record |
Communication sender | Allows users to send communications on behalf of the provider using the email address of the provider record. If this role is added to your provider record, your Provider/Home Institution name will appear in one of the From list options when creating communication events, see Add a New Communication Sender |
Health provider | Allows the provider to be associated as a provider of overseas health cover within the OSHC module in Paradigm |
Workflow
Load the Provider’s Record that you want to assign a role to by choosing Providers > Search menus on the side. Refer to the workflow on “Search a Provider Record” if you need a more detailed step.
Once the Provider Record is loaded, at the top of the page, an ASSIGNED ROLES FOR PROVIDER Form section will appear. Click the drop-down menu and choose the role that you want to assign to the Provider.
NOTE:
Refer to the section above for a list of the possible roles a Provider can have in the system and a brief description of each.
Click the ASSIGN ROLE button after selecting a role from the drop-down menu.
A Provider record may have many assigned roles. Repeat steps 2 and 3 as necessary for your Provider.
If you are a TCSI-Reporting Provider, you should have the following main roles assigned to your Main Reporting Provider record:
TCSI - Higher Education Provider
Educational Program Provider
Educational Unit Provider
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