Archive a Fee Rule

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

Overview

Fee Rules that are no longer in play are recommended to be set as Archived for them to no longer be included in the logic of the existing Fee Rules. Setting the Fee Rule record this way will not completely delete the record in the system, thus, maintaining a historical record of your once applied Fee Rules to your Unit Enrolments.

Workflow

1. Search for the Fee Rule that you want to archive, see Search for a Fee Rule.

2. With the Fee Rule to be edited EDIT UNIT FEE DETAILS section loaded, go to the Unit Fee Status Id field and select the Archived option.

setting a unit fee rule to Archived

3. Click the SAVE UNIT FEE button to confirm your action.