TABLE OF CONTENTS


Enrollment Agreement templates in groups are used to preset the list of charges and use it when creating a new Enrollment Agreement.


Multiple Enrollment Agreement Templates

You can create multiple Enrollment Agreement templates in each group. To access the Enrollment Agreement templates of a group, click the EA Templates button at the bottom of the group detail panel on the Group "Group Name": Group Details page:



You can add a new template to this group or copy the existing templates to other groups by clicking the corresponding buttons under the Enrollment Agreement Templates panel:



Adding a New Template

Add a new template by clicking the New button under the Enrollment Agreement Templates panel. Enter a name for the new template and choose the template creation method:



  • Create a New Empty Template

Just enter a name for the new template and click Add:



  • Copy Template from Current Group

Select a template of the current group, enter a name and click Add:



  • Copy Template from Other Group

If you choose to copy a template from the other group, you will need to select a group from the list, choose the template you want to copy, enter a name for the new template, and click Add:



After creating a template with any method, you will see a notification about the successful creation of the template and the new template edit window. At this step, you can rename the template, select the PDF Template and fill in the Distance Education Facility:


Copying the Existing Templates to Other Groups

You can copy the group's existing templates to one or multiple other groups by clicking the Copy to Other Groups button under the Enrollment Agreement Templates panel. You will see the Copy Group Enrollment Agreement dialog where you will select specific templates or use the Select All checkbox to select all templates.


Next, use the Groups drop-down list to select the destination group where you want to copy the selected templates. You can add multiple destination groups using the plus button near the drop-down list or remove a group using the minus button in the corresponding group row:


After copying, you will receive a notification with the list of copied templates and the ones that failed to get copied:



Selecting an Enrollment Agreement Template

A group can have multiple Enrollment Agreement templates. When creating an Enrollment Agreement in a group with multiple templates, you will need to select a template for the new Enrollment Agreement:




Charges Itemization & Total Tuition Fees Table


The Enrollment Agreement Template includes the Charges Itemization & Total Tuition Fees table. It is used to add charge types and the amounts that will be automatically added to the Enrollment Agreement upon creation:



A charge can be added using the Edit button below the Charges Itemization & Total Tuition Fees table. You will see the edit form where you should click Add Charge:



Fill in the information and click Add:



Some charge types, like the Tuition Fee and the Books Fee, support automatic amount calculation. The Tuition Fee is calculated based on the course hour cost and the total course hours in a group. The Books Fee is calculated using the cost of the group books:




After selecting the charge amount, at step 2, you can select the existing Enrollment Agreements for adding the new charge:



Also, you can enter the value manually for all charge types, including the automatically calculated. If the manual value differs from the automatically calculated, the Amount field will be highlighted in yellow and will have a tooltip telling about the difference in detail:




The same effect applies to the Amount field if there are multiple charge types added, but their amounts differ from the automatically calculated, or if the Amount field has the automatically calculated value that differs from the currently calculated amount. It can occur when some data changes after calculation: the list of books or courses changed or is missing, or the hour cost changed.