Purpose

To enable the creation and maintenance of institution defined Funding Sources

This form is used to maintain the set of institution defined Funding Sources. A Funding Source is a means of classifying courses according to the primary source(s) of funding for the course. Funding Source(s) can be assigned to course versions using the Maintain Restricted Funding Sources form (CRSF12A0) to identify the Funding Source of each student course enrolment. Each institution defined Funding Source must be mapped to a Government Funding Source. Government Funding Source is no longer a required reporting element and can therefore be used for institution purposes. See form (STAF1127) for more information.

Below are possible examples of Funding Sources. The Funding Source codes are completely institution definable.

The Funding Source block contains:

• Funding Source
• Description
• Govt Funding Source
• Sector
• Closed check box
• Comments
• Explanation

To create a new Funding Source using the Maintain Funding Sources form:

• Enter Insert Mode
• Enter the desired name (or code) of the Funding Source in the Funding Source field of a blank record
• Enter a meaningful description for the Funding Source in the Description field
• Select the appropriate Govt Funding Source from the list of values (or key a valid value)
• Enter the appropriate sector
• If applicable, enter relevant information into the Comments field
• If applicable, enter relevant information into the Explanation field
• Save

Rules/Notes:

A Funding Source cannot be mapped to a CLOSED Government Funding Source.

Validate that the Government Funding Source is only updated to another Government Funding Source within the same sector.

To delete a Funding Source using the Maintain Funding Sources form:

• Find the record to be deleted
• Locate the cursor in the record to be deleted
• Delete record
• Save

Rules/Notes:

If a Funding Source has been used in the definition of a course, it cannot be deleted. It can be closed, preventing any further use, by selecting the Closed check box.

A CLOSED Funding Source cannot be re-opened if the Government Funding Source to which it is mapped is CLOSED.

To modify a Funding Source using the Maintain Funding Sources form:

• Find the record to be modified
• Modify the record as required
• Save

Rules/Notes:

If a Funding Source has been used in the definition of a course, only the description can be modified. This is not recommended unless the change in description is minor and does not affect the meaning of the Funding Source. A new Funding Source should normally be created.

A Funding Source can be closed, preventing any further use, by selecting the Closed check box.