Course Payment Profiles

Use the Configuration tab in the Curriculum Manager module to manage course payment profiles. Each course can be assigned a payment profile. This identifies whether the course is chargeable and how it is paid for. This is useful if you have set up a school trip as a course.

  1. Open the Curriculum Manager and select the Configuration tab.

  2. Select Manage Course Requests from the right hand menu.

  3. Select the Course Payment Profiles tab:
    • All existing course payment profiles are listed here.
    • Columns display the properties of each course payment profile. The properties displayed and how they are displayed is determined by the settings in entity preferences.
  4. Use the filters and navigation tools to display the course statuses that you want to work with.
  5. Choose to:

Add a payment profile

  1. Select Add Course Payment Profile in the header to display a popup window:
  2. Enter a clear and concise name, code and description for the payment profile.
  3. Active Payment Profile. Select 'Yes' for the payment profile to be marked as active and in use.
  4. Default Payment Profile. Select 'Yes' for the payment profile to be marked as the default selection when creating courses.
  5. Select Save & Close.

Change the order of payment profiles

  1. Select Order Course Payment Profiles in the header to display a popup window:
  2. Select to make a selection and use the arrows to move it up or down the list.
  3. Select Save & Close.

Manage payment profile entity preferences

  1. Select the table icon in the top left of the screen to display the Edit Module Entity window:

    • The Entity Properties tab displays an overview of your entity preferences.
    • The four following tabs hold property details for the entity. A count next to the tab title indicates the number of selections made in the tab.
    • The Audit tab lists any amendments that have been made to the entity.
  2. In the Entity Properties tab:
    • Entity Properties cannot be changed.
    • It is not recommended that you make any changes to Export & Import Options.

    • Filter Options indicate the number of rows displayed if filters are used for the entity. The example below has 6 rows in the filter:

  3. Work through the tabs shown to set details for the entity:

    All of the fields that are available for the entity are listed.

    Change the Display Names for the fields as required:

    The Entity Filters tab is not being used for course student payment profiles.

    The Entity Group By tab is not being used for course student payment profiles.

    All of the information that can viewed for the entity is listed.

    1. Use the checkboxes on the left to select the columns that you want to display:

      2. Be aware that the selections made in Manage Module Settings can determine the fields that are displayed regardless of whether they are selected here.

    2. Select whether an Image or a Title are displayed in the header bar for the entity. Either:
      • Use the Select Image drop-down to select an image for the entity. An icon is used instead of a column title.
        or
      • Enter a Title for the entity and check the box to the left of the Title. This is useful if you want to customise titles to suit you.
    3. Use the Spacer checkbox to add grey space to the right of columns. This is useful for dividing up the information displayed for course student payment profiles.
    4. Your selections determine the columns displayed for the selected entity.
  4. Choose to change the order that any of your entity selections are displayed in the module.

    1. Select Order Entity xxx in your selected tab. A popup window is displayed, an example is shown below:

    2. Select to make a selection and use the arrows to move it up or down the list.
    3. Select Save & Close to close this window and return to the Edit Module Entity window.

  5. Any changes made to entities are listed under the Audit tab in the window.

  6. Select Save & Close to close the Edit Module Entity window. Your preferences are displayed in course payment profiles.

Copy a payment profile

  1. Select the copy course payment profile icon next to the payment profile that you want to copy. A popup window is displayed:
  2. Enter a clear and concise name, code and description for the payment profile.
  3. Active Payment Profile. Select 'Yes' for the payment profile to be marked as active and in use.
  4. Default Payment Profile. Select 'Yes' for the payment profile to be marked as the default selection when creating courses.
  5. Select Save & Close.

Edit a payment profile

Update the active status of a payment profile if required.

  1. Scroll to the payment profile that you want to edit and click the edit icon. The Manage Course Payments Profiles window is displayed:
  2. Enter a clear and concise name, code and description for the payment profile.
  3. Active Payment Profile. Select 'Yes' for the payment profile to be marked as active and in use.
  4. Default Payment Profile. Select 'Yes' for the payment profile to be marked as the default selection when creating courses.
  5. The Audit tab lists changes made to the payment profile.
  6. Select Save & Close.

Delete a payment profile

  1. Scroll to the payment profile that you want to delete and click the delete icon. You are prompted Are you sure you want to delete this course payment profile?
  2. Select Yes.
  3. The payment profile is removed. A log is kept under the Logging tab for auditing purposes.