Configuring Courses for Curriculum Planner
Before courses are added to the relevant plans they should be created in the Curriculum module. It is recommended that UIs and UIOs have already been created, or rolled forward as planned using the Roll Forward functionality for a planned year.
Note: UIOs with a planned status are displayed with a different icon to help you distinguish between planned and non-planned statuses.
The following covers the aspects of curriculum building that relates to curriculum planning:
Fees
You can add and maintain fees for a UIO on the Curriculum Details screen which are used as part of the calculations in the Curriculum Planner module.
Incomes
You can add and maintain incomes for a UIO on the Curriculum Details screen that you will receive that are not received through fees as part of the Curriculum Planner module.
To add a course income, do either of the following:
- Right-click on the Incomes node in the UIOs tree, and select Add from the shortcut menu
- Select the Incomes node in the UIO tree, and click the Add button on the Curriculum ribbon
The fields on the UIO Incomes screen are described in the following table.
| This field | Holds this information... |
|---|---|
| Income Type |
The income type for the course. Select one of the following:
|
| Description |
The name of the income type. The list of income types available to select is determined by what is set in the Income Type field. Income types are configured in the CP Income Types reference data. |
| Rate |
The amount (£) that is multiplied by the No. of Units on the Income Details screen in the Curriculum Planner module. Note: This field is only enabled for income types of Variable or Hours. |
| No. of Units | The number of units for the income type. |
| Amount | The total amount of the income. Depending on the income type this could be the rate multiplied by the number of units or the rate minus the depreciation percentage. |
Costs
You can add and maintain costs for a UIO on the Curriculum Details screen that are associated with running a course as part of the Curriculum Planner module.
To add a course cost, do either of the following:
- Right-click on the Costs node in the UIOs tree, and select Add from the shortcut menu
- Select the Costs node in the UIO tree, and click the Add button on the Curriculum ribbon
The fields on the UIO Costs screen are described in the following table.
| This field | Holds this information... |
|---|---|
| Cost Type |
The cost type for the course. Select one of the following:
|
| Description |
The name of the cost type. The list of cost types is determined by what is set in the Cost Type field. Cost types are configured in the CP Cost Types reference data. |
| Rate |
The amount (£) that is multiplied by the No. of Units on the Cost Details screen in the Curriculum Planner module. Note: This field is only enabled for cost types of Variable or Hours. |
| Depreciation | The percentage a cost will go down over the time of a plan or course. |
| No. of Units |
The amount of the variable. Note: This field is not applicable for cost types of Fixed or Learner. |
| Amount | The total amount of the cost. Depending on the cost type this could be the rate multiplied by the number of units or the rate multiplied by the depreciation percentage. |
Learning aims
You can add and maintain UIO learning aims on the Curriculum Details screen. Learning aims are funding-year specific and must be created for every appropriate year.
While none of the fields display in the Curriculum Planner module, setting the aim type to '5' will make that aim display automatically in Curriculum Planner when adding the course to a plan or when there is only one aim for the course.
Note: Only aims with the same funding year as the plan will be selectable for a course in the Curriculum Planner module.
