Program Plan
Table of Contents
Program Plan
Note: This is a part of master data objects that will be created and maintained by admin users for an academic program.
(For a better understanding on program structure, see here: Program structure / setup.)
Program Plan is an EDA object that is used for versioning for a Program. It also acts as a program structure template for admin to define the related Courses and pathways available. A Program Plan consists of the following child objects:
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Plan Requirement (Record Type = Group).
Plan Requirement (Record Type = Course).
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Pathway Unit.
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Discipline Requirement (Record Type = Group).
Discipline Requirement (Record Type = Course).
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The Program Structure displays all the Plan Requirement Groups and Courses under it, which are the Courses that students need to take for this Program.
Admin user can also edit/add/delete Plan Requirement (Groups and Courses) here in the Program Plan, provided that 'Edit' mode is enabled for the component (see here for more information).
Also take note that Plan Requirement is an EDA object. We have extended it with record types (Group and Course) and additional fields to track information required in RIO Education. Program Pathway, Pathway Unit, Program Discipline, and Discipline Requirement are RIO Education objects.
Details of a Program Plan:
Program Plan Clone
Starting from v3.11, admin users can clone an existing Program Plan along with its:
- Plan Requirements.
- Program Course Requirements (from v3.11.2 onwards).
- Program Pathways.
- Program Disciplines.
For more details, see: Cloning a Program Plan.
Auto Generate Application and Deposit Student Fee
As of v3.5, Application Student Fees and Deposit Student Fees that are linked to a Program Plan can be automatically generated upon a student's successful Program Enrollment.
See more here.
Is Primary Flag
Since a Program can have multiple active Program Plans, the “Is Primary” field is important to identify the default Program Plan that will be used by automations in EDA and RIO Education.
There must be only 1 primary Program Plan under an Academic Program. The primary Program Plan will be used when a Program Enrollment is created upon approving a Program Application.
If there is no primary Program Plan, or there are more than 1 primary Program Plan, a Program Enrollment cannot be created upon approving a Program Application.
Take note that if a non-primary Program Plan is specified on the Program Application, the Program Enrollment will use it instead of the primary.
Fields
| Field | Description |
| Next Starting Term |
Default starting Term. This will be inherited by Program Application (or Application (EDA)) and Program Enrollment if their respective Term field is not defined. See also:
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| Fee Method |
Default fee method.
See here for use case: Student Fee Generation. |
| Pay Upfront |
Default pay upfront. This will be inherited by Program Application if none is defined. |
| Fee |
Default fee (Fee Unit = Program) for a full program. This will be used when the “Fee Method” = Program or Fixed Term is set in Program Enrollment. |
| Use Default Fee |
For “Fee Method” = Program only. A flag to indicate that a Program Enrollment should use the default fee defined in Program Plan. Otherwise, the child fee that matches the fee label defined in Program Application will be used. |
| Current Fee (Domestic & International) |
For display purpose only. The value is rolled up from a child fee schedule record if the child fee schedule is marked as “Current” = checked. |
Non Tuition Fee |
(v3.3) The obsolete "Current Non Tuition Fee Domestic" and "Current Non Tuition Fee International" formula fields on the Program Plan object have been updated to refer to the Non Tuition Fee lookup field on Program Plan. You may need to update the Program Plan record with "Non Tuition Fee" if you are using the formula fields. |
| Application Fee | Application Fee to be charged when the student submits the application. |
| Deposit Fee | Deposit Fee to be charged when the student's application is approved. |
| Auto Generate Application Student Fee |
(v3.5) Tick this to create student application student fee and fee line for new Program Enrollment. See more here. |
| Auto Generate Deposit Student Fee |
(v3.5) Tick this to create deposit student fee and fee line for new Program Enrollment. |
| Dual Qualification |
Indicates a double qualification Program Plan. It should have Primary Program and Secondary Program specified. See also: Dual Qualifications. |
| Auto Credit Transfer |
Indicates any Program Enrollments for the Program Plan will contribute or receive any credit transfers. |
| Total Required Credits |
Specifies the total number of credits a student must complete to satisfy this Program Plan. |
| EFTSL (Credit Points) |
Used to override educational institution/university department/academic program EFTSL. Set this if you would like to track different EFTSL for different Program Plan. See also: EFTSL - Credit Points. |
| Default Program Pathway |
Lookup to a child Program Pathway record. Upon approving a Program Application, the resulting Program Enrollment will use this as its Program Pathway. |
| Non Tuition Fee |
The non tuition fee for the Program Plan, applied if the fee method = Program or Fixed Term. As of v3.5, the Non-Tuition Fee on Program Plan can now be used in "Term - Course" fee method, creating a non-tuition fee each Term after the student enrolls into a Course. See also: Student Fee Generation. |
| Support Pre-Acceptance Enrollment |
Allows Program Applications to create Program Enrollments for this Program Plan before the application is completely finalized. For details on setting this up, head here. |