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

1. 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.

2. 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.

select a role > click the ASSIGN ROLE > assigned role added

3. 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