Purpose

To create and maintain Unit Details associated with Advanced Standing records for students.

Subsystem

SCA Advanced Standing Unit

SPECIAL NOTE:

This Help page (ADV4200b) is Part Two of a three part series of files for ADVF4200. This page explains the screen that appears after selecting the Unit Details button located at the bottom of the Create Advanced Standing Details form (ADVF4200).

(Note: The Help page ADV4200c explains the screen that appears after selecting the Unit Level Details button on ADVF4200.)

This section ONLY deals with the Unit Details button located at the bottom of the Create Advanced Standing Details form (ADVF4200).
For a full description of ADVF4200, see ADV4200A.

The SCA Advanced Standing Unit block is accessed via the Unit Details button (located at the bottom of the ADVF4200 page) for a selected course in the SCA Advanced Standing block on ADVF4200.

There are two types of Advanced Standing recorded in the system:

• Advanced Standing in a specified Unit, recorded using this screen, accessed via the Unit Details button on ADVF4200, and
• Advanced Standing for a Unit Level, recorded using the Unit Level Details screen (see ADV4200c) - accessed via the Unit Level Details button on ADVF4200.

Advanced Standing Precedent data (recorded in the Advanced Standing step of the Precedent page (PRDW0400)) that has been used as the basis for the student's Unit and/or Unit Level advanced standing record can also be viewed in this form (ADV4200b).

Advanced Standing in a Unit recognises that a student has undertaken prior studies or has experience which has a degree of equivalence to the Unit (the Unit being part of the course requirements of the current Course Attempt). The effect of gaining Advanced Standing in a Unit can be:

• Credit for the Unit. The student is exempted from the requirement to study the Unit but is nevertheless entitled to credit for it.
• Partial Credit for the Unit. The student enrolls in the Unit and is exempted from some of the study requirements of the Unit. Credit for the Unit is dependent on successful completion of the remaining requirements.
• Preclusion from the Unit. The student is prevented from enrolling in the Unit but may enrol in alternate Units. No credit is granted for the prior study/experience.

The system permits recording of each of these results. Full credit and preclusion have significant impacts within the system. These are elaborated below. Partial credit is recorded here but has no subsequent impact in the system.

The Rules sections, below, contain important information regarding transactions using this screen. The Notable Effects section, below, details the effects of the various attributes of an Advanced Standing Unit record.

The operation of the Advanced Standing subsystem, including the recording process and use of 'Granting Statuses' is elaborated upon in Understanding Advanced Standing.

Each field is described in detail in the Subsystem Glossary.

For example: a student applies for Advanced Standing in the Bachelor of Commerce. Two years earlier, the student completed Units in the first year of a computing degree but then withdrew from the course. An assessment is made of the student's application for Advanced Standing with the following results:

• The student is granted full credit for the Unit 'MAN101 - Introduction to Computing' on the basis that the previously studied Unit 'Elementary Computing' is equivalent. MAN101 is recorded in the system as Advanced Standing Category mapped to a System Advanced Standing Recognition Type of CREDIT, percentage 100 and Granting Status APPROVED. The job ADVJ4411 detects when the student's Course Attempt is confirmed (status ENROLLED), changes the Granting Status to GRANTED and deletes the Student Unit Attempt MAN101. The Advanced Standing Unit may be included for 'completion' and 'progression' purposes.
• The student is granted 75% partial credit for 'MAN105 - Basic Accounting' because the previously studied Unit 'Accounting Principles' has almost identical course content apart from an important module. The student is exempted from most of the Unit but must complete the outstanding module (the remaining 25%) to gain credit for the Unit. MAN105 is recorded on the system as Advanced Standing Category mapped to a System Advanced Standing Recognition Type of CREDIT, percentage 75 and Granting Status APPROVED. The job ADVJ4411 detects when the student's Course Attempt is confirmed (status ENROLLED) and changes the Granting Status to GRANTED. This has no other effect within the system.

When defining an Advanced Standing the user can select from Granting Statuses (Granting Status) of: APPROVED ASSESSING, CANCELLED, DECLINED, GRANTED, NOT-APPRVD and REVOKED.

Changes to Advanced Standing Unit Details and Unit Level Details are recorded in the ADVANCED_STANDING_HISTORY table. (Not accessible via Callista SMS forms). Note that each time changes to Unit Details or Unit Level details are saved, two records are inserted into the history table because two functions are called to update the Advanced Standing table.

For further insights on the different Granting Status and Dates, see below.

For insights on Advanced Standing see 'Understanding Advanced Standing (ADVINTR3)'. For a glossary of terms, see 'Advanced Standing Glossary (ADVINTR2)'.

This form is accessed from the main menu.

Note: This is only a description of what is shown when the Unit Details (Advanced Standing Unit) button is selected. See AD4200A for a full description of other aspects of ADVF4200.

The SCA Advanced Standing block contains:

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

The SCA Advanced Standing Unit overlay block contains:

• Unit Code (LOV)
• Version
• Adv Stnd Cat (LOV)
• Percentage
• Credit Pts
• Contact Hrs (VET only)
• Institution (LOV)
• Granting Status (Pop)
• Institution Name

Tabs

• Administrative Details Tab

  • Unit Title
• Created
• Approved
• Granted
• Cancelled
• Authorised By
• Crs Grouped check-box
• Not Transferable check-box
• Basis Details Tab
  • Course Type (LOV)
  • Advanced Standing Source (LOV)
  • Last Year Of Enrolment
  • System Adv Stnd Recog Type
  • Completed check-box
• Origin Course Tab
  • Origin course Code (LOV)
  • Title
  • Course Type
  • Yr Last Enrolled
  • Completed check-box
  • Course Type Description
• Origin Unit Tab
  • Origin Unit Code (LOV)
  • Title
  • Credit Points
  • Contact Hours
  • Year Completed
• Alternate Unit Tab
  • Alternate Unit (LOV)
  • Version
  • Achievable Credit Pts
  • Supervised Contact Hrs (VET only)
  • Optional check-box
• Comments Tab
  • General
  • Not Approved
  • Declined
• Status Dates Tab
  • Assessing
  • Approved
  • Granted
  • Not Approved
  • Cancelled
  • Declined
  • Revoked
  • Expired (Expiry)
• Precedent Tab
  • Precedent ID
  • Precedent Category
  • Precedent Status
  • Precedent Type
  • Published (check-box)
  • Start Date
  • End Date
  • Validity Period Start Date
  • Validity Period End Date
  • Precedent Details (button)

Buttons

• Unit Level Details button
• Back button

Rules/Notes:

For details of the Unit Level Details button - Advanced Standing Unit Level - see ADV4200C.

For details of validations, see ADV4200A.

This form sets a global variable when a Student Unit Attempt is granted as Advanced Standing. The global variable is set to TRUE and a warning message displayed to the user saying that the Student Unit Attempts are logically deleted. The global variables are used in ENRF3000 – Record Enrolments when the user returns to the form from ADVF4200. It is used to re-query the Student Course Attempt block so that the Student Unit Attempts that are granted Advanced Standing are not displayed.

For information on the Field Details of Unit blocks and tabs, see ADVF2000.

SCA Advanced Standing Unit Block

The Unit Code (LOV) under the SCA Advanced Standing Unit block allows for a unit to be 'ACTIVE', 'EXPIRED' or 'INACTIVE'. If an 'INACTIVE' (end-dated) unit version is selected as Advanced Standing, a warning message asks if you want to proceed. Selecting the ‘Yes’ button, returns the user to data entry mode and enables the addition of another unit or saving of the record. Selecting the ‘No’ button will cause the unit to be cleared.

The Adv Stnd Cat field is used to select an institution-defined Advanced Standing Category (ADVF1130) for the advanced standing record being created. Advanced Standing Categories (ADVF1130) are mapped to a System Advanced Standing Recognition Type (ADVF1120). The System Advanced Standing Recognition Type that applies to the selected Advanced Standing Category value is displayed in the 'System Adv Stnd Recog Type' field in the Basis Details tab.

The Crs Grouped check-box has no system functionality. It is used for local development reports, for example, to determine how many units of a course a student has undertaken.

The Advanced Standing Source field, located in the Basis Details tab, is used to add the institution-defined source (ADVF1140) which defines the basis or type of advanced standing for a VET or cross-sector unit (and/or unit level, see ADV4200c).

If you attach a Precedent (via the Find Precedent icon) of type 'Advanced Standing' to a student's course attempt in this form, and the Precedent has an Advanced Standing Source, then the Advanced Standing Source is automatically added to the Advanced Standing Source field (in the Basis Details tab in this form) for all units (and/or unit levels, see ADV4200c) associated with the Precedent (PRDW0400).
Note: Only an Advanced Standing Source mapped to a System Advanced Standing Source of CRDT-TRANS can be attached to an Advanced Standing Precedent (PRDW0400).

Granting Status

Depending on what Granting Status is selected, the area after the 'Created' field in the Admin Details Tab dynamically changes. For example, if ASSESSING was selected as a Granting Status, then the area after the 'Created' date field in the Admin Details Tab would have an 'Assessing' date field added. The matrix below shows what field/s are displayed, when different Granting Statuses are selected.

The Origin Course and Origin Unit records are not related (even though they are created in one form), therefore, when entering data in one, the other does not need to be populated.

Advanced Standing Origins are maintained in the form, Maintain Advanced Standing Origin (ADVF1190).

Note: Data from the Origin Course Code field in the Origin Course Tab or Origin Unit Code field in the Origin Unit Tab are found in one table, the Advanced Standing Origin Instance Table (ADV_STND_ORIGIN_INSTANCE).

The Precedents tab in the 'SCA Advanced Standing Unit' overlay block (accessed via the Unit Details button) displays details of the Precedent (PRDW0400) (of Type 'Advanced Standing') that was used as the basis for the student's context Unit advanced standing record. This information is read-only.

The Precedent Details button is used to view additional details of a selected Precedent listed under the Precedents tab. It navigates to the Summary Overview step for the context Precedent (PRDW0400), in 'view only' mode.

Rules/Notes:

A query cannot be performed in this block. It is necessary to select the Back button to return to the Student Advanced Standing screen to enquire on another Course Attempt or another student.

• Ensure that the correct Student Course Attempt is displayed in the top block.
• Enter Insert mode.
• Enter the Unit Code and Version Number for the Unit in which Advanced Standing is being recorded, in the Unit and Version fields respectively (or select the Unit version from the list of values in the Unit field) of a blank record. (The Version Number will default where there is only one active version of a Unit.)
• Select the applicable Advanced Standing Category from the list of values for the Adv Stnd Cat field.
  Note: The Adv Stnd Cat column was introduced in Release 18.0 to further define Advanced Standing Details. At this time the Advanced Standing Type column was removed and replaced by the System Adv Stnd Recog Type field in the Basis Details tab.
• The following data is defaulted:
• Percentage defaults to 100.00.
• Credit Pts (Credit Points) or Contact Hrs (Contact Hours) defaults to the Enrolled value for the Unit version.
• Granting Status defaults to the configured default value.
• Unit Title corresponding to the Unit version.
• Created date defaults to the current date (cannot be changed).
• Expiry date is calculated from the current date plus the Expiry Date Increment.
• Authorised By is entered manually (if the Granting Status is set to APPROVED or GRANTED) the first time this form is used in a session. Subsequent entries default to the last recorded authoriser.
• Advanced Standing Institution defaults to the institution defined as such in Advanced Standing Configuration.

• Amend defaulted data, as required.
• Update remaining fields, as required, i.e.:
  • Crs Grouped check-box - this check-box is not used generally. Where it is used, it indicates that while the Unit is owned by an Organisational Unit other than the one which owns the course, a decision has been made to regard the Unit as satisfying part of the course's core requirements. There is no functionality within Callista which utilises this check-box.
  • Not Transferable check-box - if ticked, it prevents the Unit or Unit Level details from being transferred during Course Transfer.
  • Basic Details Last Year of Enrolment.
  • Basic Details Crs Type.
  • Basic Details Completed check-box.
• If the Advanced Standing type is PRECLUSION you have the option to record alternate Units (Units in which the student may enrol in lieu of the precluded Unit) by:
  • Selecting the Alternate Units tab.
  • Entering (or selecting from the LOV) an alternate Unit Version.
  • Selecting the Optional check-box if study of this alternate is Optional. Leaving the check-box deselected means that the student must study the Alternate Unit.
  • Select the Back button.
• Optionally record Origin Course and Origin Unit details (the previous studies on which the Advanced Standing is based) by selecting the Origin Course and Origin Unit tab respectively.
• Select the Comments tab and enter comments, if required.
• Save.

Rules/Notes:

When Advanced Standing is recorded, any status other than EXPIRED may be set.

The Grant Advanced Standing job (ADVJ4411), amongst other things, changes the status of Advanced Standing application records from APPROVED to GRANTED when the Student Course Attempt's Status is ENROLLED only.

Granting Statuses and their use are explained in detail in Understanding Advanced Standing. See also documentation for the Grant Advanced Standing (ADVJ4411) and the Expire Advanced Standing (ADVJ4412) jobs.

The rules for modifying records, below, also apply to changes made to default values for a new record.

Changes within this form will have the following notable effects:

• A unit Advanced Standing Catergoy mapped to a System Recognition Type of CREDIT with a percentage of 100 will, when the Granting Status is changed to GRANTED (see ADVJ4411):
  • Delete the UNCONFIRMED Unit from the Course Attempt, or
  • Attempt to discontinue or delete the ENROLLED Unit from the Course Attempt subject to the following conditions:
    • The Unit will be deleted if Advanced Standing is granted prior to the Unit Deletion Cut-off Date.
    • The Unit will be subject to normal Discontinuation Date criteria if Advanced Standing is granted after the Unit Deletion Cut-off Date but before the Census Date.
    • Attempt to delete/discontinue subordinate Units where their superior is granted Advanced Standing.
• A unit Advanced Standing Catergoy mapped to a System Recognition Type of PRECLUSION:
  • Prevents enrolment in the specified Unit.
  • Attempts to delete/discontinue the ENROLLED Unit as above.
• Changing the Granting Status back from GRANTED to APPROVED does not restore a deleted or discontinued Unit Attempt. This must be restored manually.
• Changing the Advanced Standing Unit percentage from less than 100 to 100 will not cause the enrolled Unit to be deleted. It must be deleted manually.

When Advanced Standing is granted for a unit, the SUA is discontinued. However, if the SUA has an unfinalised Outcome assigned, a warning message is displayed providing the user with the option of cancelling the granting of Advanced Standing for the unit or proceeding and thereby discontinuing the SUA.

To modify Unit Advanced Standing Details for a student using the Create Advanced Standing Details form - Unit Details screen:

• Find the record to be modified.
• Modify the record.
• Save.

Rules/Notes:

Granting Statuses and their use are explained in detail in Understanding Advanced Standing.

Records, of Granting Status GRANTED, can only have their approval details, Crs Grouped check-box and basis details changed.

If the Not Transferable check-box is ticked, it prevents the Unit or Unit Level details from being transferred during Course Transfer.

Only records with Granting Status of APPROVED can have their Advanced Standing Category changed. Advanced Standing Categories mapped to a System Advanced Standing Recognition Type of CREDIT and PRECLUSION are explained in detail in the Understanding Advanced Standing - Advanced Standing Reference Data.

Percentage can only be changed for records of Advanced Standing Category mapped to a System Advanced Standing Recognition Type of CREDIT and Granting Status APPROVED. A percentage less than 100 (partial credit) results in the record having no flow-on effects in the system.

Granting Status changes are constrained as follows:

• The status GRANTED can only be applied to records for an ENROLLED, INTERMIT or INACTIVE student Course Attempt, using this form.
• The status cannot change to GRANTED:
  • After the Census Date unless the Unit is first manually discontinued through ENRF3000.
  • If the Unit Attempt Status is INVALID.
  • If the Unit Attempt is COMPLETED and passed or INCOMPLETE.
• APPROVED records may be changed manually to GRANTED, however, a batch process automatically makes this change when the student's Course Attempt changes from another status to ENROLLED.
• Changing the Granting Status back from GRANTED to APPROVED does not restore a discontinued or deleted Student Unit Attempt (see Notable Effects, below). A discontinued or deleted Student Unit Attempt must be restored manually.
• The statuses REVOKED and CANCELLED are applied manually. The status EXPIRED is applied by the system if the record's Expiry Date is reached while the Status is APPROVED (via ADVJ4412).

The display of dates associated with a record (Created, Assessing, Granted, Revoked, Expiry, Cancelled Not Approved or Declined) is dynamically configured. Only the dates relevant to the record's Granting Status are displayed.

• Find the record to be deleted.
• Locate the cursor in the record to be deleted.
• Delete record.
• Save.

Rules/Notes:

Only Advanced Standing Units with a Granting Status APPROVED can be deleted.

A warning message is displayed to the user that the Student Unit Attempt is granted Advanced Standing. This will be the precursor to the unit being logically deleted in ENRF3000. See also first 'Rules/Notes' explanation.

Granting Status

Date field values set (The Status Dates Conditions below: 1 and 2 apply over and above this matrix)

Assessing Date

Approved Date

Granted Date

Cancelled Date

Expiry/Expired Date

Revoked Date

Declined Date

Not Apprvd Date

ASSESSING

If null set to sysdate – else no change

No change

NULL

No change

No change

No change

No change

No change

APPROVED

No change

If null set to sysdate – else no change

NULL

No change

Derive as per current functionality

No change

No change

No change

GRANTED

No change

If null set to sysdate – else no change

Sysdate

No change

No change

No change

No change

No change

CANCELLED

No change

No change

No change

If null set to sysdate – else no change

No change

No change

No change

No change

EXPIRED
(set by job ADVJ4412)

No change

No change

No change

No change

Derive as per current functionality

No change

No change

No change

REVOKED

No change

No change

No change

No change

No change

If null set to sysdate – else no change

No change

No change

DECLINED

No change

No change

No change

No change

No change

No change

If null set to sysdate – else no change

No change

NOT-APPRVD

No change

No change

No change

No change

No change

No change

No change

If null set to sysdate – else no change

Added note about a warning message being displayed if a SUA being discontinued has an unfinalised Outcome assigned.