Schedules identify a specific program of study to be undertaken as part of a purchasing contract. Schedules are applied to the duration of the contract period, which can overlap data collection periods. They are determined by individual states and territories.
Note: Schedules must be applied to contracts. You will need to create or update a Contract before you will be able to create a Schedule. Please refer to our Contracts help article for further information.
Add a Schedule
- Update a Contract
- Click Add a Schedule
- Set the Schedule Code
- Select a Finance Code
- Set a Payment Amount and Type
- Click Submit
Tip: Please refer to our Finance Codes help article for further information on how to setup Finance Codes.
Note: Setting a Finance Code is useful if using Finance Integrations and Contract Reconciliation. If you create an invoice from Contract Reconciliation it will have the finance codes populated from the associated Schedule. Payment amount will be the amount that is due for the contract during reconciliation.
Set Payment Outcome Rules
Payment Outcome Rules allow you to determine funding that will be paid by the government based on the Unit Outcome and whether the Unit will be reported. The rules are applied to the selected Schedule and associated Contract.
- Add or Update a Schedule
- Tick Use Payment Outcome Rules
- Choose the relevant Rule for each Unit Outcome
- Select which Outcomes you would like to Report
- Click Submit
Remaining Balance
The remaining balance of the course fees will be funded if the student has the associated Outcome.
Percentage of Total
A portion of the remaining balance of course fees will be funded if the student has the associated Outcome. When this rule is set, the percentage of the total paid can be determined.
Split by months
The funding is split into monthly installments over the duration of the student's enrolment if the student has the associated Outcome.
Use Hours Completed
The funding will be paid based on the actual amount of hours the student has studied if they have the associated Outcome.
Do Not Pay
No funding will be paid for this enrolment if the student has the associated Outcome.
Note: Payment Rules need to be configured before you will be able to reconcile Contracts.
Warning: If the report checkbox is not selected, the entire unit enrolment will be skipped within AVETMISS reports when the Schedule is in use.
Update a Schedule
- Update a Contract
- Click the Update icon next to a schedule
- Make adjustments to the Schedule as required
- Click Submit
Deactivate and reactivate a Schedule
- Update a Contract
- Click the Deactivate icon next to an active Schedule
- Select the Activate icon next to the deactivated Schedule you wish to reactivate
Delete a Schedule
- Update a Contract
- Click the Delete icon next to a schedule
- Click Delete when prompted to confirm the deletion
Note: A Schedule cannot be deleted if there is only one remaining Schedule linked to the Contract.
Warning: Once a Schedule has been deleted, it will be permanently removed from the system.
Import Payment Defaults
Instead of manually configuring Payment Outcome Rules and Payment Milestones for each schedule, you can import default values for these fields depending on the state of the contract that relates to the schedule.
- Under Finance Information, click Import Defaults
- Select the desired default and click Apply
- Click Submit
Note: The Import Defaults button will only appear if there are defaults available for the state that is selected against the relevant contract.