Handling New Details
Learn how to effectively manage new information, so you can use it to your advantage.
What do you need to do when you have new information to add on?
For example:
- I have a new Term [1].
- I have a new Program [2].
- I have a new version of the Program and etc [3].
- I have additional Courses to offer under an existing Term [4].
Please see below for the guidelines based on the different scenarios:
| Scenario | Record to Create | Available Wizard |
| New Term [1] | Create Term. | |
| Create Holidays. | ||
| Create Course Offerings (including other related records e.g. Sessions, Session Times). |
Session Template. This allows users to create Sessions using the Session Templates. |
|
| Create Fee Schedule Terms. | ||
| New Program [2] | Create Account (Academic Program). | |
| Create Program Plan (including other related records e.g. Plan Requirements, Program Pathway etc.). | ||
| New Program Version [3] | Create Program Plan under the existing Academic Program (including other related records e.g. Plan Requirements, program Pathway etc). |
Program Plan Clone. This allows users to clone the current Program Plans to a new Program Plans. Once cloned, users can further edit the Plan Requirements based on the latest changes to the program version e.g. add new Plan Requirements or take out Plan Requirements. |
| New Course | Create Course. | |
| Create Course Offering (including other related records e.g. Sessions, Session Times). |
Session Template. This allows users to create Sessions using the Session Templates. |
|
| Create Plan Requirement (Course). | ||
| Create Pathway Units. | ||
| New Course Offering [4] | Create Course Offering under the existing Term (including other related records e.g. Sessions, Session Times). |
Session Template. This allows users to create Sessions using the Session Templates. |
| New Discipline | Create Program Discipline. |
Discipline Template. This allows users to create Program Discipline Templates. Then, when creating a new Program Discipline for a new program version, the user can load the template. Users can further edit the Discipline Requirements. |
| Create Discipline Requirements. | ||
| New Fee | Create Fee. | |
| Create Fee Schedule. | ||
| Create Fee Schedule Term. | ||
| New Price (e.g. tuition fee has changed) | Create Fee Schedule under the existing Fee. | |
| Create Fee Schedule Term. |