Locations:

  • Leads & Students → Student "Name": Enrollment Agreement 
  • Leads & Students → Student "Name": Financial Aid Plan


Users with the following permissions: 

  • Enrollment → Edit Enrollment Agreement
  • Enrollment → Populate EA with discrepancies between the sum of Tuition Fee charges and the automatically calculated value of Tuition Fee
  • Enrollment → Populate EA with discrepancies between the sum of books charges and the cost of assigned books


Case:

The student’s accrued revenue calculation is based upon the information from the groups settings and from the student’s Enrollment Agreement.


Problem:

By the time the student starts studying, the required information may be not present in the system.


Solution:

Added the new validations and limitations for the Enrollment Agreement population:


1. The sum of educational charges (tuition fee, etc.) should equal the value calculated using the cost per hour (credit) and the hours the student uses: The "Tuition Fee for Core Program" amount was entered manually ($4,850.25) and differs from the automatically calculated amount ($4,826.25).


To bypass this validation use the following permission: Populate EA with discrepancies between the sum of Tuition Fee charges and the automatically calculated value of Tuition Fee.


2. The sum of book charges (books fee, etc.) should equal the cost of all the books the student takes: The sum of the "Books Fee" charges ($23.00) differs from the cost of the books assigned to the student ($45.00) in the current group.

To bypass this validation use the following permission: Populate EA with discrepancies between the sum of Tuition Fee charges and the automatically calculated value of Tuition Fee.


3. The group settings should have the cost per hour (credit) value defined for all types of courses:

  • "Cost per Hour" for "Professional Courses" must be specified for group "FI-VN-2021-12".
  • "Cost per Hour" for "General Education Courses" and "Cost per Hour" for "Professional Courses" must be specified for group "FI-BSDMI-2021-6".


4. The group should have books configured or Has Courses that Require Books enabled:

  • The group "SM-VNPR-2021-67" has "Has Courses that Require Books" enabled but no books have been added to the group.
  • The cost of books in the group "SM-VNPR-2021-67" ($ 0.00) is different from charges for books in the EA Template ($ 123.00).


5. The groups with the "Clock Hours" and "Non-Term Credit Hours" programs should have "Start Date" and "Completion Date" defined for all courses: The "Start Date" and the "Completion Date" must be specified for the following courses in group "SM-AOSUT-2021-12": "GE 021A Essentials of Anatomy & Physiology I".


6. All group modules should have dates specified. The module dates should not overlap:

  • The following modules in group "CO-BSDMI-2021-11" have empty dates: Module 1, Module 2.
  • The order of the following modules in group "CO-BSDMI-2021-11" is incorrect: Module 2, Module 3.
  • "Start Date" must be earlier than "End Date" for the following modules in group "CO-BSDMI-2021-11": Module 1, Module 2, Module 3.
  • Group "CO-BSDMI-2021-11" has overlapping modules date ranges:

    • Module 2 date ranges overlap with Module 1 date ranges.

    • Module 3 date ranges overlap with Module 2 date ranges.



Available since 4.46.0 (view release notes).