CRSF2210 - Maintain Basic Unit Details

Purpose

To enable the creation and maintenance of institution defined Unit Versions and details relating to the Unit Versions

SubSystem Course Structure and Planning VET Sector Information
Normally Run By Course/Planning Specialist
Anticipated Frequency Before the commencement of the Course Year, or as required
Structure Block  Unit Version
Tabs  Credit Points
Sub Unit Controls
More
Buttons Sector (overlay)
Other Unit Details (overlay)
Unit Offering (CRSF2310)
Unit Version Notes (CRSF2280)

 

Unit Version

This form is used to record and maintain details of the Units of Study offered by the institution. Each Unit is defined by numerous attributes. A definition of each attribute is included in the Subsystem Glossary section of this manual. Versions of Units are created when changes to a Unit are considered, by the institution, to be minor. The institution will determine that at some point, the changes to a Unit are of sufficient importance to warrant the creation of a new Unit or a new version of a Unit. Unit Versions are therefore a history of changes made to the attributes of a Unit.

Students enrol in particular Unit Versions.

For example, for a new Unit, current details are entered. These details may be changed. Institution policy may determine that a change has altered the definition of the Unit to the extent that newly enrolling students should enrol in a different Version. This will permit the precise identification of the Unit Version which a student has completed. Institution policy will also determine if changes to a Unit have been of such significance as to warrant the creation of a new Unit.

 

The Unit Version block contains:

  • Unit Code
  • Version Number
  • Sector
  • Title
  • Unit Status (LOV)
  • Start Date
  • Review Date
  • Expiry Date
  • End Date
  • Short Title
  • Override Title check box
  • Abbreviation
  • Unit Level (LOV)
  • Unit Internal Course Level (LOV)
  • Owning Org Unit (LOV)
  • Coordinator
  • Assessable check box
  • Supp Exam check box
  • Repeatable check box
  • Award Course Only check box

Tabs

Credit Points

  • Enrolled Credit Points
  • Achievable Credit Points
  • Override Credit Points check box
  • Increment
  • Minimum
  • Maximum

Sub Unit Controls

  • Superior Unit check box
  • Subordinate Unit check box
  • Include superior Unit in Course Completion Evaluation check box
  • Include Superior Unit in Load Calculation check box

More

  • Research check box
  • Practical check box
  • Work Experience in Industry Code (LOV)

Buttons

  • Sector (overlay)
    • Unit Version Sector block
      • Sector
      • Owning Sector check box
      • Closed check box
      • Back button
  • Other Unit Details (overlay)
  • Unit Offering (CRSF2310)
  • Unit Version Notes (CRSF2280)

Rule/Notes:

The content of selectable items in each Tab block is dependant on what is selected in the Unit Version block. The fields in the Tab blocks (left column), are listed before any field in the Unit Version block is selected. Once fields are selected in the Unit Version block, some fields will not be available or visible.

To create a new Unit using the Maintain Basic Unit Details form:
  • Enter Insert Mode
  • Enter the Code for the new Unit in the Unit Code field. (the version number will be set automatically to 1)
  • Enter the Title of the Unit in the Title field
  • Select the appropriate Unit Status from the list of values (or key a valid value) in the Unit Status field
  • Start Date is entered by the System as the current Date. If this is unsuitable, change the Start Date of this Unit Version to the correct value
  • Enter the Date at which this Unit Version should be reviewed in the Review Date field. (optional)
  • Enter the Date when the Unit Version will no longer be available for the enrolment of students, in the Expiry Date field. (optional)
  • An End Date can only be entered for Unit Versions with a status of Inactive. At that point, no active students would remain on the Unit Version. Leave blank when creating a new Unit
  • Enter a Short Title for the Unit in the Short Title field
  • If it is permissible to override the Unit Title at the Student Unit Attempt Level, select the Override Title check box. If not, deselect the check box
  • Enter an Abbreviated Title for the Unit in the Abbreviation field.
  • Select the appropriate Unit Level from the list of values (or key a valid value) in the Unit Level field
  • Select the appropriate Internal Course Level from the list of values (or key a valid value) in the Unit Internal Course Level field. (optional)
  • Complete the Unit Ownership details by selecting the appropriate Organisational Unit from the list of values (or key a valid value) and selecting the Unit Coordinator. Unit Coordinator is selected using the Find Person form which is invoked when the LOV button is selected
  • Enter the number of Credit Points for this Unit which will count towards a student's enrolment, in the Enrolled Credit Points field.
  • At this point the Unit Version may be saved

Rules/Notes:

A new Unit is automatically assigned the version number 1.

see 'To create a new Version of an existing Unit using the Maintain Basic Unit Details form' for creation of a new Version of an existing Unit.

When creating a new Unit, the Unit Status must be set to one with a corresponding System Unit Status of 'PLANNED'. Changing the Unit status to one with a corresponding System Unit Status of 'ACTIVE' is specifically described in To modify a Unit Version using the Maintain Basic Unit Details form (below).

The following rules apply to Unit Status changes:

  • PLANNED status can only become ACTIVE or INACTIVE
  • INACTIVE can only become ACTIVE
  • ACTIVE can only become INACTIVE
  • ACTIVE and INACTIVE cannot become PLANNED

There can only be one Version of a Unit with a Status of ACTIVE and an unset Expiry Date.

You cannot alter the details of a Unit Version once it has been made INACTIVE, with the exception of changing it back to ACTIVE. Some data will preclude this status change. A quality check is performed when the status change is attempted. The Unit Version will only be active if the quality check is passed, otherwise a new version will need to be created. Advisory messages are displayed.

Some check box fields are selected by default on creation of a new record. All default values should be checked for correctness.

An End Date can only be specified for Unit Versions where the Unit Status has been changed to one with a System Unit Status of INACTIVE.

For example, an End Date cannot be entered when creating a new Unit. Similarly, the Unit Status can only be changed to INACTIVE when an End Date has been entered. i.e. Both events must happen in a single update transaction.

The Title, Short Title and Abbreviation fields should contain carefully considered data as this data may be used to generate Handbook entries, etc.

CLOSED Organisational Units, Unit Statuses, Unit Levels and Unit Internal Course Levels cannot be used to define a Unit. Courses containing these closed values cannot be activated.

The End Date for a Unit must be >= the Expiry Date if an Expiry Date is set.

Sub Unit relationship constraints:

  • Unit Version Status cannot be altered to INACTIVE if subordinates exist which are ACTIVE or PLANNED
  • Unit Version Status cannot be altered to ACTIVE if superiors exist that are INACTIVE or PLANNED

If the Override Credit Point (CP) check box is not selected, the Override CP Increment, Maximum and Minimum fields must be blank.

If the Override CP check box is selected, then values can be entered for some or all of Override CP Increment, Maximum and Minimum.

If both CP Maximum and Minimum contain values then CP maximum must be greater than or equal to CP Minimum.

Min/Max CP values must be in accord with CP Increment value (if it exists). For example, if Enrolled CP = 4 and CP Increment = 2, then CP Min value may be 2, but cannot be 3, CP Max value may be 6, but cannot be 5.

CP Min <= Enrolled CP <= CP Max.

The Supp Exam check box in this form overrides the Supp Exams Permitted check box in the Maintain Basic Course Details form (CRSF1210). die. The Unit Supplementary Exam check box overrides the Course Supp Exam check box.

Selecting the Override Credit Points check box also allows the override of EFTSL for individual Student Unit Attempts in the Record Enrolments form (ENRF3000).

Selecting the Override Title check box allows for the overriding of the Unit Title for an individual Student Unit Attempt in the Record Enrolments form (ENRF3000).

Selecting the Include Superior Unit in Course Completion Evaluation check box, allows the user to record whether the Unit Version is counted when course completion is evaluated and the Unit is enrolled as a superior Unit in a sub-Unit relationship. Setting the check box (ticked) allows the Unit to be included in Course Completion evaluations. Otherwise, the Subordinate Units are included in Course Completion evaluations. The check box setting can be overridden at the Course Sub-Unit Relationship level.

Selecting the Include Superior Unit in Load Calculation check box, allows the user to specify whether the Unit is included in student load calculations when it is enrolled as a Superior in a sub-Unit relationship. Load calculations are used for fee assessment and the derivation of Attendance Type. Setting the check box (ticked) results in load being derived from the Superior Unit. Otherwise, load is derived from the Subordinate Units. The check box setting can be overridden at the Course Sub-Unit Relationship level.

Work Experience In Industry Codes are maintained in STAF1134 (Maintain Work Experience In Industry Code).

To create a new Version of an existing Unit using the Maintain Basic Unit Details form:

  • Find and display the current Version of the Unit for which a new Version is to be created
  • Select the New Record function, a blank record will be displayed
  • Select the Duplicate Record Above function, a duplicate of the current Version will be displayed. . A full list of the data that will be duplicated in the new Version is given in Course & Unit Rollover Process
  • Check all fields for correct values, altering those which will be different in the new Version. The Status field must be reset to 'PLANNED'
  • Save. The new Version number is added by the System at this time. Note, and where appropriate act upon, any System messages which require modification of data before proceeding. Note the System message as the new Version is created. If the creation process fails to copy all records from the old Version to the new Version, a Unit Version Creation Exception Report (CRSR0640) is automatically generated. This report should be reviewed and alternate data entered for the new Unit Version
  • Use the Other Unit Details button to go to the maintenance forms for other details associated with the new Course Version and check and modify this data as necessary
  • Repeat this checking and modification process for Unit Offering and Unit Version Notes data

Rules/Notes:

When creating a new Version of a Unit, any attached assessment items will be carried over also.

To create a new Unit based on an existing Unit using the Maintain Basic Unit Details form:
  • Find and display the current Version of the Unit on which a new Unit is to be based
  • Select the New Record function, a blank record will be displayed
  • Select the Duplicate Record Above function, a duplicate of the current Version will be displayed. A full list of the data that will be duplicated in the new Unit is given in Course & Unit Rollover Process
  • Enter the new Unit Code in the Unit Code field and reset the Status field to 'PLANNED'
  • Check all other fields for correct values, altering those which will be different in the new Unit
  • Save. The version number 1 is added by the System at this time. Note, and where appropriate act upon, any System messages which require modification of data before proceeding. Note the System message as the new Unit is created. If the creation process fails to copy all records from the old Unit to the new Unit, a Unit Version Creation Exception Report (CRSR0640) is automatically generated. This report should be reviewed and alternate data entered for the new Unit
  • Use the Other Unit Details button to go to the maintenance forms for other details associated with the new Course Version and check and modify this data as necessary
  • Repeat this checking and modification process for Unit Offering and Unit Version Notes data

Rules/Notes:

When creating a new Unit based on an existing Unit, any attached assessment items will be carried over also.

To modify a Unit Version using the Maintain Basic Unit Details form:
  • Find and display the Unit Version to be modified
  • Make the required changes
  • Save

Rules/Notes:

It is unlikely that a Unit Version will be modified other than to correct data which has been entered incorrectly. Changes to Unit Versions in which students are, or have been, enrolled will usually result in the creation of a new version of the Unit.

For changes to other Unit details see the instructions for their particular maintenance forms.

To delete a Unit Version using the Maintain Basic Unit Details form:

  • Find the record to be deleted
  • Delete Record
  • Save

Rules/Notes:

Unit Versions cannot be deleted if they have been used elsewhere in the system. For example, if students have been enrolled in the Unit Version.

It is unlikely that a Unit Version will be deleted other than to remove data which has been entered incorrectly

Last modified on 02 November, 2006

History Information

Release Version Project Change to Document
9.0.0.0.0.0 1187 - Update Help for VET Clean up to represent only HE
8.0.0.0.0.0 0976 - DEST Load EFTSU for EFTSL Replace EFTSU with EFTSL
7.1.0.0.0.0 0954 - Fees COPAI Part 2 VET info added