Purpose

To enable the recording and maintenance of Student Course External Study Loan

SubSystem

Enrolments

This form provides the ability to associate an External Study Loan, such as OS-HELP, directly with a Student Course Attempt. T

Student Course Attempts can be queried in the Student Course Attempt block.

The Check OS-HELP Balance button goes to ADMF32W0, where users can check the student's OS-HELP usage information before attempting to create a loan record for them.

Student Course External Study Loan Block

This block is used to capture all relevant details that pertain to a student applying for an external study loan. Approval of an external study loan, such as OS-HELP is required to be reported to DIISRTE. The student information captured is generated for DIISRTE reporting in job STAJ0160.

The block also allows the user to record the Study Period Commencement Date which may differ for each individual student. The Incurral Date is set by the institution based on when the student has been paid their OS-HELP loan.

The Loan Fee is calculated in this form when the External Study Loan Status is set to a Status of APPROVED and is automatically updated as appropriate. The Loan Fee calculation is dependent on ENRF0185. The Loan Amount recorded will be validated against the Minimum and Maximum Loan Amounts in ENRF0185.

The Primary Country of Study is the country of study in which the student will receive the most credit. If a student receives equal amounts of credit for study in different countries, the Primary Country of Study is the first country in which the student receives credit.

The Secondary Country of Study is the country of study in which the student will receive the second most amount of credit. If a studnet receives equal amounts of credit for study in different countries, the secondary country is the second country in which the student receives the most credit.

It is mandatory to capture the TFN for an APPROVED status. The TFN captured in this form is only valid for the 6 month period of the external study loan scheme.

You can access this form directly from the menu.

The Student Course Attempt block contains:

• Person ID
• Sex
• Date Of Birth
• Course Attempt Status
• Course Version

Buttons

• Check OS-HELP Balance

The Student Course External Study Loan block contains:

• Loan Scheme (LOV)
• Study Period Commencement Date
• Incurral Date
• Status (LOV)
• Loan Amount
• Loan Fee
• Primary Country of Study (LOV)
• Secondary Country of Study (LOV)
• Tax File Number
• Tax File Number Recorded Date
• Tax File Certificate Number
• Tax File Number Invalid Date
• Comments

Rules/Notes:

If a student is encumbered, the ENCUMBERED lamp will display in the Student Course Attempt block.

The 'Check OS-HELP Balance' button will be displayed for all students with a SCA record..

Creating a New Course External Study Loan Record for a Student Course Attempt:

• Query for the required Student Course Attempt
• Navigate to a blank record in the Student Course External Study Loan block
• Select or enter the name of a valid Loan Scheme
• Record a Study Period Commence Date and an Incurral Date if required
• Select or enter a valid Status
• Record a Loan Amount if known
• Record Primary/Secondary Country of Study
• Record a valid Tax File Number or a Tax File Certificate Number if required
• Record Comments, if applicable
• Save

Rules/Notes:

A warning will display if you attempt to create a Student Course External Study Loan record for a Student Course Attempt with a status which is not ENROLLED, INTERMIT or INACTIVE.

A new record must not have an External Study Loan status that maps to a System External Study Loan Status of REVOKED in ENRF0180,

If the status is set to a value that that maps to a System External Study Loan Status of APPROVED in ENRF0180, then the Study Period Commencement Date and Incurral Date must also be set.

If a Student Course External Study Loan record has a Loan Scheme that has a System Transaction Type of OSHLPLOAN in FINF1S00, then it is only possible to insert another Student Course External Study Loan with a Loan Scheme with an associated System Transaction Type of OS-HELP, if the Study Period Commencement Date of this record is not less than six months after the Study Period Commencement Date of the existing record.

The Loan Amount value must not exceed the Maximum Loan Amount that is associated with the External Study Loan Scheme and Start Date in ENRF0185.

The Loan Amount value must not be less than the Minimum Loan Amount that is associated with the External Study Loan Scheme and Start Date in ENRF0185.

The Loan Fee value is automatically calculated once a Loan Amount is saved. This calculation uses the rule that is associated with the External Study Loan Scheme in ENRF0185. It is not possible to enter the Loan Fee in the form - this value can only be populated by the system.

If the Status is set to a value that maps to a System External Study Loan Status of APPROVED in ENRF0180, then a Tax File Number or Tax File Certificate Number must also be recorded.

The Tax File Number is protected from view in this form.

When a Tax File Number is recorded in this form, a check is made that the number isn't already recorded for another person either here or in ENRF3110 or ENRF3240. If this occurs the new Tax File is not accepted.
Callista also checks that, where a Tax File Number has been recorded for this person - either here or in ENRF3110 or ENRF3240, then it matches the new one recorded here. If it doesn't then a warning is displayed.

When a valid Tax File Number is saved, the Tax File Number Recorded Date is set to the current date.

If the Status is set to a value that maps to a System External Study Loan Status of APPROVED in ENRF0180, then a validated CHESSN with a status of ACTIVE or PROVISIONL must exist in ADMF32W0.

Deleting a Course External Study Loan Record for a Student Course Attempt:

• Navigate to the record to be deleted
• Delete the record

Rules/Notes:

Once the Incurral Date is set, the Student Course External Study Loan record cannot be deleted.

Modifying a Course External Study Loan Record for a Student Course Attempt:

• Query for the required Student Course Attempt
• Navigate to the record to be modified
• Make the required changes
• Save

Rules/Notes:

The Rules/Notes listed above, for the recording of a new Course External Study Loan Record may also apply to changes made within an existing record.

If the status is set to a value that maps to a System External Study Loan Status of REJECTED in ENRF0180, then the Status cannot be changed to a value that maps to either APPROVED or REVOKED.

If the status is set to a value that maps to a System External Study Loan Status of APPROVED in ENRF0180, then the Status cannot be changed to a value that maps to either PENDING or REJECTED.

If the status is set to a value that maps to a System External Study Loan Status of REVOKED in ENRF0180, then the Status cannot be changed to a value that maps to either PENDING, REJECTED, APPROVED or REVOKED.

If the status is set to a value that maps to a System External Study Loan Status of PENDING in ENRF0180, then the Status cannot be changed to a value that maps to REVOKED.

If the Tax File Number is deleted the Tax File Number Recorded Date and the Tax File Number Invalid Date are both set to null.