Purpose

This form shows the Financial and Fee Periods in which a student has been assessed for fees.

SubSystem

Finance

This form shows the Financial and Fee Periods in which a student has been assessed for fees.

The screen is divided into two blocks:

Student Fee Calendar block - shows the financial and Fee Periods in which the student has been assessed for fees. If the screen is entered:

• Via the Student Fee Calendars button - in the Person Inquiry screen, all the Fee Calendars in which the selected student has been assessed are displayed
• 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, Fee Period records can be retrieved for more than one student
• Via the Calendar Inquiry button in the Student Course Fee Inquiry screen, all the Fee Calendars in which the selected student has been assessed 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 CAP APPLIED - displays at the top of the Fee Assessment block when the debt has fee cap transactions totalling an amount not equal to zero.

Fee Assessment block - displays basic details of the student's Fee Assessments for the Fee Period selected in the top block. The assessment for each Fee Type is shown separately.

This form can be accessed from the Main Menu, the Person Inquiry form (INQF1A00) or the Student Course Fee Inquiry form (FINF9100) via the Calendar Inquiry button.

The Student Fee Calendar block contains:

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

  Buttons

  • Find Person (ADMF1211)
  • System Credits (FINF9130)
  • Student Refunds (FINF9140)
  • Course Fee Inquiry (FINF9100)
  • Detail (FINF9120)

The Fee Assessment block contains:

• Fee Type
• Course Code
• Unit Code
• Fee Category
• Total Assessed Amount
• Total Payments
• Student Amount Owing
• Sponsor Amount Owing
• Loan Amount Owing
• Loan Discount Available
• Loan Discount Awarded
• Totals
• Teaching Period
• Last Notification
• System Fee Type
• Loan Fee
• Census Date
• Last Reminder
• Fee Trigger Cat
• Manual Entry check box
• Unit Location
• Last Transaction
• Elected Student Status
• Unit Class
• Last Effective Assessment
• Reported Student Status

  Buttons

  • Student Fee Summary (FINF9900)
  • Contract Details (overlay)
    • Contract Type
    • Variable Rate check box
    • Start Date
    • End Date
    • Creation Type
    • Manual Override check box
    • % Variation
    • Charge Rate
    • Back button

Rule/Notes:

The Student Fee Calendar Block

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

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 Fee Inquiry button - clicking on the button displays the Student Course Fee Inquiry screen containing details of Fee Assessments for the student, grouped by Course Attempt.

Financial Period - the financial period in which the Fee Assessment occurred (includes the following Start and End Date fields).

Fee Calendar - the Fee Period in which fees were assessed (includes the following Start and End Date fields). FEE-SEM2 01/07/2004 31/12/2004 indicates that fees were assessed in the Semester 2 Fee Period of 2004.

Outstanding Balance (for Fee Period) - the amount of fees owing for the Fee Period, being the difference between the total assessed amount for the Fee Period and total payments credited against that Fee Period. Any discounts which may be available are not taken into account here.

Detail button - clicking on the button displays the Fee Transaction Detail Inquiry screen which shows details of all assessments and all of the transactions for each assessment, for the Fee Period adjacent to the selected Detail button.

Total - the total outstanding balance. If this block is requeried, using query criteria which return a different set of records, the total is recalculated.

The Fee Assessment Block

Fee Type - the type of fee assessed.

Course Code - the code of the course for which the fee was assessed.

Unit Code - the unit code for the unit for which the fee was assessed.

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

Total Assessed Amount - the individual assessment of a student's and/or sponsor's financial obligation for a particular Fee Type in a particular Fee Period.

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 Payment.

Sponsor Amount Owing - the amount of the assessment, shown under Total Assessed Amount which is sponsored, less any sponsor payment.

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.

Note: Any loan discount awarded will remain visible even after all Government Loan Scheme payments have been received.

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.

Teaching Period - the teaching period for the unit for which the fee was assessed.

Last Notification - the last date on which the student was notified of their debt.

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.

Loan Fee - the Fee Assessment Loan Fee value (if any).

Census Date - the teaching period census date applicable for the Fee Assessment.

Last Reminder - the most recent date on which the student was reminded of overdue debt.

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.

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.

Unit Location - the unit location for the unit for which the fee was assessed.

Last Transaction - the date on which the last transaction related to the selected Fee Assessment occurred. This includes assessment, credit and discount transactions. The Fee Transaction Detail Inquiry screen, accessed via a Detail button in the top block, shows details of all transactions for a Fee Assessment.

Elected Student Status - This shows the Elected Student Status defined at the course level and any Student Status defined at the Unit Level as an override. It does not show Student Status Snapshot

Unit Class - The unit class for the unit for which the fee was assessed.

Last Effective Assessment - the effective date of the last Fee Assessment for the Fee Type.

Reported Student Status - This field will retrieve information from the Student Status Snapshot.

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.

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 - not in use. In a future release this will navigate to a Student Fee Calendar Fee Statement.

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 Course Attempt - by clicking on the Course Fee Inquiry button.