Purpose

Displays basic details of the Student's Fee Assessments for the selected Course Attempt, for all Fee Periods where a Fee Assessment has been calculated

SubSystem

Finance

About This Screen

The screen is divided into two blocks:

Student Course Attempt

Shows Student Course Attempts. If the screen is entered:

• Via the Student Course Fees button in the Person block of the Person Inquiry screen, all the Course Attempts for the context student are displayed
• Via the Student Course Fees button in the Student Course Attempt block of the Person Inquiry screen, only the Course Attempt selected in that screen is displayed here
• Via the Course Fees button in the Student Course Attempt Inquiry screen, only the Course Attempt selected in that screen is displayed here
• Directly from a menu, the screen fields are blank and a query must be performed in this block to retrieve the required Student Course Attempts. Note that dependent on the query criteria, Student Course Attempts can be retrieved for more than one student
• Via the Course Fee Inquiry button in the Student Fee Calendar Inquiry screen, all the Course Attempts for the context student are displayed

A query cannot be performed in this block if the screen is entered in context from another screen. A query can be performed where the screen is entered from a menu. To perform a query here it is preferable to use a student's ID number as query criteria. An alternative is to use the Find Person button to activate the Find Person form, which can be used to locate the required student record.

Information lamps are displayed at the top of the screen where applicable. These lamps and their meaning are:

• ENCUMBERED - displays when the student currently has an Encumbrance of any type. Administrative Encumbrances can be checked in the Maintain Basic Person Encumbrance Detail form (ENRF6310). Academic Encumbrances can be checked via the Maintain Student Progression Rule form (PRGF6600). A zoom can be created to these forms - access depends on Callista security roles.
• DECEASED - displays where the student has been recorded as deceased.

Fee Assessment

Displays basic details of the student's Fee Assessments for the selected Course Attempt, for all Fee Periods where a Fee Assessment has been calculated.

Queries can be performed in this block, with all fields except Total Assessed Amount, Total Payments, Sponsor Amount Owing, Student Amount Owing, Loan Amount Owing, Loan Discount Available, Loan Discount Awarded and Outstanding Balance being queryable. For example, to see the Fee Assessments for the selected course for a particular financial period (say 2004 financial year), a query could be performed using the Financial Period Calendar attributes (FINANCIAL 01/01/2004 31/12/2004) as query criteria. Totals are recalculated for each column in this block.

Information lamps are displayed at the top of the block where applicable. The lamps and their meanings are:

• MULTIPLE CURRENCIES - the student has Fee Assessment records with amounts in more than one currency. Column totals are not displayed where assessments are in more than one currency.
• CHANGED Fee Category - displays where the Course Attempt Fee Category differs from that used when the selected assessment was made. For example, the Fee Category has been changed between the times of the selected Fee Assessment and the current inquiry.
• STUDENT STATUS (HECS OPTION) OVERRIDE - appears when the Fee Calendar selected has had its Student Status overridden in ENRF3110.
• FEE CAP APPLIED appears when the fee represented in the current record has CAPPING transactions that sum to greater or less than zero.

This form can be navigated to via Person Inquiry (INQF1A00), by selecting the Course Fees button in the Student Course Attempt block, or directly via the main menu.

The Student Course Attempt block contains:

• Person ID
• Sex
• Date Of Birth
• Course Version
• Short Title
• Calendar Type
• Commence Date
• Course Attempt Status
• Fee Category

  Buttons

  • Find Person (ADMF1211)
  • System Credits (FINF9130)
  • Student Refunds (FINF9140)
  • Calendar Inquiry (FINF9200)

The Fee Assessment block contains:

• Fee Calendar
• Fee Type
• Total Assessed Amount
• Total Payments
• Student Amount Owing
• Sponsor Amount Owing
• Loan Amount Owing
• Loan Discount Available
• Loan Discount Awarded
• Totals
• Financial Period
• Last Transaction
• Manual Entry check box
• Fee Category
• Loan Fee
• Last Effective Assessment
• System Fee Type
• Last Notification
• Last Reminder
• Fee Trigger Cat
• Elected Student Status
• Currency

  Buttons

  • Student Fee Summary (FINF9900)
  • Fee Capping (FINF9150)
  • Contract Details (overlay)
    • Contract Type
    • Variable Rate check box
    • Start Date
    • End Date
    • Creation Type
    • Manual Override check box
    • % Variation
    • Charge Rate
    • Back button
  • Fee Statement (FINF9110)
  • Transaction Detail (FINF9120)

Rule/Notes:

Student Course Attempt block

Person ID - The identification number of a person recorded in Callista. A person may or may not be a student.

The Find Person Button - Clicking on the button displays the Find Person screen which is used to specify detailed query criteria to assist in locating the record of a person.

System Credits Button - Clicking on the button displays the System Credit Inquiry screen containing details of any credit amounts due to the student.

Student Refunds Button - Clicking on the button displays the Student Refund Inquiry screen containing details of any refunds calculated or entered for the student.

Calendar Inquiry Button - Clicking on the button displays the Student Fee Calendar Inquiry screen containing details of Fee Assessments for the student, grouped by Fee Period.

Course Version - The course version of a Course Attempt recorded for the context student. e.g. The course 'M300.2' is version 2 of course M300.

Calendar Type - Displays the Calendar Type of the Academic Period in which the Course Attempt was applicable. This is relevant to institutions which operate more than one Academic Calendar. For example, Institutions with a campus in another country may have an Academic Calendar specifically for that campus.

Commencement Date - The Date the student commenced the Course Attempt.

Course Attempt Status - Indicates the current status of a Student's Course Attempt. Possible values and their meaning are:

• UNCONFIRM - Course to which the student has been admitted (pre-enrolled or offered a place), but has not yet confirmed their intention to accept the place and enroll
• INACTIVE - Where the student has accepted the offer and confirmed their intention to enroll, but has no enrolled units
• ENROLLED - Course in which the student has ENROLLED units or is eligible to enroll
• INTERMIT - Course from which the student is currently intermitted (has approved leave of absence). Once the intermission has expired, the status reverts to INACTIVE or ENROLLED
• LAPSED - Continuing (returning) student has failed to confirm their unit enrolment within the designated time frame.
• DELETED - A deleted Course Attempt
• COMPLETED - Course in which the student has satisfied the completion requirements
• DISCONTIN - Student has voluntarily withdrawn from a course or university has discontinued the course

Fee Category (Course Attempt) - The Fee Category for the Course Attempt. The Fee Category is assigned to the Course Attempt at admission or enrolment.

Alternate Exit Icon - When displayed, this icon indicates that the student has taken an alternate exit for this course.

Return to the previous screen (if applicable) - by clicking on the Exit button .

End your inquiry session - by selecting Exit Forms from the Action menu.

Return to the menu - by clicking on the Exit button, as many times as required, to scroll back through previously viewed screens.

View details of credit amounts for the student - by clicking on the System Credits button.

View details of any refunds for the student - by clicking on the Student Refunds button.

View Fee Assessments for the student, grouped by Fee Period - by clicking on the Calendar Inquiry button.

View a summary of Fee Transactions for the student - by clicking on the Fee Statement button. This option is only available where a Last Notification Date is recorded in this form. For example, the person has been sent a statement of account.

View transaction details for a particular Fee Assessment - by clicking on the required Fee Assessment and clicking on the Transaction Detail button.

Fee Assessment block

Fee Calendar - The Fee Period in which fees were assessed. FEE-SEM2 01/07/2004 31/12/2004 indicates that fees were assessed in the Semester 2 Fee Period of 2004.

Fee Type - The type of fee assessed.

Total Assessed Amount - The individual assessment of a student's and/or a sponsor's financial obligation for a particular Fee Type in a particular Fee Period. Shows zero where the debt has been written off.

Total Payments - Individual amounts credited against the assessment for the particular Fee Type in the particular Fee Period. Includes payments by a sponsor.

Student Amount Owing - Total Assessed Amount less the Sponsored Amount, Loan Amount, Loan Discount Amount and any Student Payments.

Sponsor Amount Owing - Person Payment Schedule Sponsored Amount less any Sponsor Payments.

Loan Amount Owing - Person Payment Schedule Loan Amount plus Loan Discount Amount, less Loan Payments (including loan discount payments).

Loan Discount Available - Person Payment Schedule Loan Discount Amount less Fee Assessment Transaction Amount where System Transaction Type of HECSHLPLN-D.

Loan Discount Awarded - Fee Assessment Transaction Amount where System Transaction Type of HECSHLPLN-D.

Fee Summary Button - Clicking on the button displays the Student Fee Summary screen that shows a detailed breakdown of the student's debt and payments for the selected Fee Assessment. If there is no additional information to be displayed in the Student Fee Summary screen, the button is inactive.

Totals - The sum of the values in each column. Note that requerying in this block using different query criteria may result in a different set of records being displayed. The totals are recalculated based on the new set of records.

The following fields are related to the selected (highlighted) Fee Assessment record.

• Financial Period - the Financial Period in which the selected Fee Assessment occurred
• Last Transaction - the date on which the last transaction related to the selected Fee Assessment occurred. This includes assessment, credit and discount transactions. This date may differ from the Last Effective Assessment date if a retrospective Fee Assessment was processed. The Fee Transaction Detail Inquiry screen shows details of all transactions for the Fee Assessment
• Fee Category (Fee Assessment) - the Fee Category under which the assessment was made. This may differ from the Course Attempt Fee Category where the Fee Category has been changed since the assessment occurred. If the Fee Category has changed, the CHANGED Fee Category lamp is displayed in the top right hand corner of the Fee Assessment block
• Loan Fee - indicates the loan fee amount that is charged for all undergraduate students using FEE-HELP
• Manual Entry check box - indicates that at least one manual entry has been made for the Fee Assessment. The System will not perform any further automatic Fee Assessments for this Fee Type in this Fee Period
• Last Effective Assessment - the effective date of the last Fee Assessment for the Fee Type. Fee Assessments can be processed retrospectively by backdating the Fee Assessment Effective Date. Hence, this date and the Last Transaction date may be different
• System Fee Type - The system Fee Type of the selected Fee Assessment. System Fee Types COMSUPPORT (HECS) and TUITION are used by the system to distinguish the fees that must be reported to the Australian Government in DIISRTE returns. A System Fee Type of OTHER is used for non-reportable fees
• Fee Trigger Cat - The System Fee Trigger Category for the selected Fee Assessment. The student will have been assessed for the particular fee when the Fee Assessment routine matched their Course and/or Unit Set and/or Unit(s) to a trigger defined for the fee. Valid values for the System Fee Trigger Category are COURSE, INSTITUTN, UNIT, COMPOSITE and UNITSET
• Elected Student Status - This field only shows the Student Status defined at the Course Level. It does not display any other value like the Student Status Snapshot.

Note: The Student Status in ENRF3110 must be active as at the Census Date for the Fee Period in this form. Active means that the Census Date must fall inside the Start and End Dates of the Course Student Status.

• Last Notification - the last date on which the student was officially notified of their debt
• Last Reminder - the most recent date on which the student was reminded of overdue debt.

Contract Details Button - Clicking on this button brings up an overlay with the following fields:

• Contract Type - the institution defined name for the contract, e.g. Standard, Fixed, etc.
• Start Date - The start date for the contract
• End Date - The end date for the contract
• Variable Rate check box - this checkbox enables/disables making variations to the contract rate
• Creation Type - this indicates whether the contract was generated by the system (SYSTEM) or manually (MANUAL)
• Manual Override check box - this indicates if manual changes have been made to the contract
• %Variation - this shows the % variation for making changes to the contract rate
• Current Charge Rate - this shows the current charge rate of the contract

Fee Statement Button - Clicking on the button displays the Student Course Fee Statement screen which lists transactions related to the individual Fee Assessment selected in this screen.

Transaction Detail Button - Clicking on the button displays the Fee Transaction Detail Inquiry screen containing details of the transactions recorded for the individual Fee Assessment selected in this screen.