Add a Fee Rule

This page will provide you with instructions on how to add a Fee Rule in Paradigm

Overview

Fee Rules represent a lower management overhead compared to stating fees on a per Scheduled Unit record basis. This knowledge article will provide you with an overview of how fee rules work in Paradigm and the workflow on how to add one for the purpose of calculating the tuition fee amount when new unit enrolment records are created within Paradigm.

WARNING:

The workflows below assume that you have read and understand the basics and the logic behind how fee rules work in Paradigm. It is highly recommended that you start here before proceeding to the workflow section below

Workflows

Add Fee Rules in Bulk

Contact our Support Team to discuss more details on the requirements when adding Fee Rules in bulk. The fields available when adding a Fee Rule record to the system can be found on the Fee Rules Record Type page.

Add Manually in Paradigm

  1. Choose Units > Unit Fee Details > Add New Unit Fee menus from the side.

  2. Go to the EDIT UNIT FEE DETAILS section and enter your fee rules criteria. You can refer to the Fee Rules record type for a description of each field.

NOTE:

In the event that certain fields are not readily accessible or appear to be missing, make the form fields visible by following the instructions here.

  1. Make sure that the Unit Fee Status Id is set to Active.

  1. Click the SAVE UNIT FEE button to save your fee rule.

  2. Repeat the same steps to add another fee rule.

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