Purpose

To allow the creation and maintenance of institution defined Encumbrance Types

SubSystem

Enrolments

An overview of Encumbrance functionality is provided under Management of Existing Enrolments.

Details of Encumbrance Effects are provided in a separate list.

The Encumbrance Type block contains:

• Encumbrance Type
• Description
• Encumbrance Category (Pop)
• Financial check box
• Closed check box
• Include in ARTS Extract check box
• Comments

  Button

  • Encumbrance Type Effect
    • Encumbrance Effect Type
    • Description
    • Comments
    • Back button

Rules/Notes:

The 'Financial' check box is used in the ARTS process (ADMJ4100 - Academic Results Requisition) to define that the encumbrance type is for use when a student has outstanding fees or charges. This allows an institution to have an effect on the value that is shown in the 'Results Withheld Flag' field on the person record within the extracted ARTS file.

Note: Encumbrance Types are defined by an institution and have no System Type.

This form is used by the System Administrator or Subsystem Specialist to:

• Record and maintain institution defined Encumbrance Types
• Associate Encumbrance Effect Types with Encumbrance Types.

Use it to:

• Alter the description of Encumbrance Types
• Associate an Encumbrance Category with an Encumbrance Type
• Select the Financial check box when an encumbrance relates to outstanding fees or charges.
• Close Encumbrance Types, preventing further use.
• Record those Encumbrance Effects which apply to a student with the Encumbrance Type
• Define whether an encumbrance type should be reported to the ARTS results file (refer to TAC Academic Results Requisition process).

Encumbrance Categories are described in the overview of Encumbrance functionality. Their effects are detailed in ENRF6320.

Rules/Notes:

Encumbrance Categories are used to identify the two groupings of Encumbrance Effects. They also have navigation effects as described under ENRF6320.

At least one Encumbrance Effect must be attached to an Encumbrance Type prior to saving.

Encumbrance Types cannot be deleted. They can be closed preventing further use.

The effects attached to an Encumbrance Type are applied to a student when the Encumbrance Type is recorded against the student. This is covered in detail under ENRF6320.

Encumbrance levels are described under the overview of Encumbrances. Rules relating to levels are explained in the Rules section of ENRF6100.