You can add and maintain assessments for a UIO on the Curriculum Details screen.

You must have the EBS4AwardsManager licence to enable the Assessments node.

Assessments can only be added to the UIO providing that the corresponding UI level has the Allow Assessments option set (this is done using the UI Levels reference data screen).

If assessments are added to the curriculum at UIO level, those assessments are inherited at the point of enrolment for a learner only if they enrol on that individual occurrence. Other occurrences in the same curriculum structure will not be affected.

Assessments can only be added to UIOs where there are no existing marked learner assessments for enrolments against the UIO.

If there are any existing learner assessments with results, the results must be cleared manually (using the Awards Manager Assessments grid) and the status for the learner assessments set to the default unmarked status before any additional assessments can be added.

To add an assessment, do either of the following:

• Right-click on the Assessments node in the UIOs tree, and select Add from the shortcut menu
• Select the Assessments node in the UIOs tree, and click the Add button on the Curriculum ribbon

The following roles allow users to:

• CMADMIN and CMUSERALL - create, edit, and delete any UI Assessments records (deletion subject to data integrity checks)
• CMUSER - create, edit, and delete UI Assessments where the UI.OWNING_ORGANISATION or UI.OFFERING_ORGANISATION is an organisation code that the user is linked to the standard organisation relationship check
• CMFACULTY - view UI Assessments (read-only)

The fields on the UIO Assessments screen are described in the following table.

This field	Holds this information...
Assessment Code	The code for the assessment.
Assessment Description	The description for the assessment
Assessment Type	The assessment type. Select from the drop-down list. Assessment type records are set up in Reference Data.
Weighting	The weighting of this assessment as specified in the Marking Scheme group.
Grouped	Displays whether or not this assessment has been grouped under a Marking Scheme (read-only).
Location	The study location for this assessment. Click the Search button to display the Location Search window, where you can select the required location code.
Grading Scheme	The grading scheme of this assessment. Select from the drop-down list. Grading scheme records are set up in Reference Data.
Owning Organisation	The owning organisation for this assessment. Click the Search button to display the Organisation Search window, where you can select the required organisation code.
Minimum Pass Mark	The minimum pass mark is defaulted from the linked grading scheme. This will be mandatory for the Percentage, Marks Out Of and Grade type grading schemes. For a Percentage grading scheme, the possible values will be between 0 and 100. For a Marks Out Of grading scheme, the possible values will be between 0 and the Marks Out Of value for the assessment. For a Grade grading scheme, the possible values will be the set of grades for the linked grading scheme. This can be edited after the initial default from the grading scheme. If the grading scheme is changed after the minimum mark has been set for an assessment, the default from the new grading scheme will then be applied.
Marks Out Of	Enter the number of marks this assessment is out of. This is only applicable where the grading scheme is a Marks Out Of type grading scheme.
Resits Allowed	The number of resits allowed for this assessment.
Due Date	The date the assessment is due.
Theory Hours	The number of theory hours for this assessment.
Practical Hours	The number of practical hours for this assessment.
Mandatory	Whether this assessment is mandatory.
Active	Whether this assessment is an active assessment.
Allow Aegrotats	Whether to allow aegrotats for this assessment (that is: whether a learner can pass the assessment if they have missed it due to mitigating circumstances, such as illness).
Allow Extensions	Whether to allow extensions for this assessment.
Mandatory Enrolment	Whether this assessment is mandatory at enrolment.
Must Pass	Whether learners must pass this assessment.
Order	The order of the assessment in an assignment/group (that is: users can mark their assessments that are grouped into assignments/groups by the order specified in this field on the Record Assignment Results page in ebs: ontrack Hub).
NZ Unit Standard	When the assessment type and grading scheme are set to Unit Standard, you can enter a unit standard, or click the Search button to display the Unit Standard Search window, where you can select the required unit standard.
NZ Unit Standard Number	This field is automatically populated when a unit standard is selected.
NZ Unit Standard Title	This field is automatically populated when a unit standard is selected.
NZ Unit Standard Version	This field is automatically populated when a unit standard is selected.
NZ Requires Outcome	Whether this assessment requires an outcome.
NZ LNAAT Identifier	The LNAAT identifier.
NZ LNAAT Status	The LNAAT status.
NZ LNAAT Area	The LNAAT area.
NZ LNAAT Audience	The LNAAT audience.
NZ LNAAT Type	The LNAAT type.
NZ LNAAT Strand	The LNAAT strand.
NZ LNAAT Difficulty	The LNAAT difficulty.
NZ LNAAT Threshold	The LNAAT threshold.

You can add and maintain fees for a UIO on the Curriculum Details screen. A UIO can have many types of fee and many fee values.

To add a fee, do either of the following:

• Right-click on the Fees node in the UIOs tree, and select Add from the shortcut menu
• Select the Fees node in the UIOs tree, and click the Add button on the Curriculum ribbon

The fields on the UIO Fees screen are described in the following table.

This field	Holds this information...
Fee Type	The type of fee that will be charged for the UIO. Fee type records are set up in Reference Data.
Include by Default	Whether to include this fee type by default when auto generating fees.
Start Date	The start date for this fee type, if required. Defaults to the current system date.
End Date	The end date for this fee type, if required.
Account Code	The account code for the fee. This field is automatically populated if an account code has been specified for the fee type in reference data. You can select a different code from the drop-down list.
Price Band	The price band code will be displayed automatically, if this fee is inherited from a price band.
Continuous Enrolment Duration (days)	The number of days will be displayed automatically, if the value has been specified against the fee type in Reference Data.
UK Amount Payable	The amount that is charged to a learner.
UK Overseas Amount	The amount payable by an overseas learner.
UK Funding Year	The funding year for this fee. Only required for fee types that are flagged in Reference Data with the Include in Return option selected.
NZ Std Domestic	The standard domestic amount that is payable by a learner.
NZ Domestic FCR	The domestic full cost recovery amount that is payable by a learner.
NZ Foreign	The amount payable by an overseas (foreign) learner.
NZ Calc Method	The fee calculation method defaulted from that set for the fee value in reference data. For manually added UI Fees, the calculation method defaults to Fixed Amount and cannot be edited.
NZ Studylink?	Whether this fee type is included in StudyLink fees.
NZ Allow Refund	Whether this fee type is refundable.
NZ Charge	When the fee is to be charged. Select from the drop-down list.
NZ GST Rate	The GST rate applicable for this fee type. This field is automatically populated if a GST rate has been specified for the fee type in Reference Data. You can select a different rate from the drop-down list.
NZ Round to Nearest	The value that fees should be rounded to. This field is automatically populated if a value has been specified for the fee type in Reference Data.
NZ Minimum Value	The minimum value that fees can be rounded. This field is automatically populated if a value has been specified for the fee type in Reference Data.

Add Fees from Price Band

You can select a price band and add its fees to the current UIO in order to apply commonly used groups of fees to course occurrences. Price bands are set up and maintained in Reference Data.

To add a UIO price band, do either of the following:

• Right-click on the Fees node in the UIOs tree, and select Add Price Band from the shortcut menu

• Select the Fees node in the UIOs tree, and click the Add Price Band button on the Curriculum ribbon

  

The Curriculum price band window is displayed.

Click the Search button to display the Price Band Search window. The required price band can be selected from those stored in the PRICE_BANDS table.

When you click the OK button, the UIO Fees grid of the Curriculum Manager automatically opens. The individual fees in the selected price band are highlighted in green. For example:

The plus sign in the * (asterisk) column of the grid indicates that the fee records have not been saved.

Click Save to add the price band fees to the current UIO. The Price Band column in the grid will then display the name of the price band that has been added (for example: Exams).

When you return to the Curriculum Details screen, you must click the Refresh button on the Curriculum ribbon to display the new fee records for the UIO.

You can add and maintain learner groups for the UIO. Learners can be assigned to groups for use in enrolment details, register events and timetabling purposes.

Learner groups can also be created and maintained in ebs Web and in ebs: shape.

To add a UIO group, do either of the following:

• Right-click on the Groups node in the UIOs tree, and select Add from the shortcut menu
• Select the Groups node in the UIO tree, and click the Add button on the Curriculum ribbon

The following roles allow users to:

• CMADMIN or CMUSERALL - create, edit, and delete any UIO groups
• CMUSER or CMFACULTYUSER - create, edit, and delete UIO groups on courses for which they pass the standard organisation relationship check

You cannot delete a Curriculum Learner Group (TUTOR_GROUP) if an enrolment exists with a corresponding PU_TUTORGROUP_HISTORY record that references the same group.

You can add and maintain links between curriculum items at UIO level. UIO Links enable course occurrences to be related to each other in parent/child relationships. For example: a Course of type Course may have child records of type Subject linked to it.

Holders of the following roles can add and edit course links at UIO level:

• CMADMIN
• CMUSERALL
  
• CMUSER
• CMFACULTYUSER

Users with the CMUSER and CMFACULTYUSER roles will only be able to use this functionality subject to passing the standard organisation association test.

To add a UIO links record, do either of the following:

• Right-click on the Links node in the UIOs tree, and select Add from the shortcut menu
• Select the Links node in the UIOs tree, and click the Add button on the Curriculum ribbon

The fields on the UIO Links screen are described in the following table.

This field	Holds this information...
UI Code	The UI code of the linked course. Click the Search button to display the Course Search window, where you can select the required course.
Cal. Occ. Code	The calendar occurrence code of the course to be linked to. When the calendar occurrence code is selected, the Start and End Date fields are automatically populated with the dates set up in Calendar Types – Occurrences reference data.
Link Type	The type of link to be made: a Parent or Child link. This cannot be edited if there are enrolments against the parent or child course.
Description	The description of the UI to be linked to. This read-only field displays the description of the UI selected in the UI Code field.
Linked UIO Start Date	The start date of the UIO to be linked to. A default start date will be provided from the calendar occurrence selected.
Linked UIO End Date	The end date of the UIO to be linked to. A default end date will be provided from the calendar occurrence selected.
Mand. Enrol	Whether the link will automatically create an enrolment for the linked UIO. Generally applicable to child links.
Mand. Apply	Whether the link will automatically create an application for the linked UIO. Generally applicable to child links.
Default Progress Code	The default progress code for the linked UIO. Select the code from the drop-down list.
Cascade Special Details	Whether the enrolments on the child course should automatically inherit the enrolment special details from the parent course when the child enrolment is created.
NZ UI Type	Displays the UI type from that created at UI level for the selected course.

Cascade Special Details

You can configure the special details set against a parent course enrolment to cascade down to child enrolments for a learner to save time entering the same details for each element of a learner's programme.

The Cascade Special Details column is available in the UIO Links grid in Curriculum Details so you can specify whether the enrolments on the child course should automatically inherit the enrolment special details from the parent course when the child enrolment is created.

This is set to N by default.

You can add and maintain details of the UIO requirements that a learner must meet before the application can be progressed.

Entering requirements here against the UIO allows the Applications and Admissions teams to cascade these requirements down to all applicants for the course.

To add a UIO requirement, do either of the following:

• Right-click on the Requirements node in the UIOs tree, and select Add from the shortcut menu
• Select the Requirements node in the UIO tree, and click the Add button on the Curriculum ribbon

The fields on the UIO Requirements screen are described in the following table.

This field	Holds this information...
Requirement Code	The requirement code. Select from the drop-down list. Requirement code records are set up and maintained in Reference Data.
Code Description	The description of the requirement code.
Status	The requirement status. Select from the drop-down list. Requirement status records are set up and maintained in Reference Data.
Status Description	The description of the requirement status.

You can add and maintain staff responsibilities for the UIO on the Curriculum Details screen. The member of staff who has created the UIO is entered automatically as the course owner. This can be edited, if required.

To add a member of staff, do either of the following:

• Right-click on the Staff node in the UIOs tree, and select Add from the shortcut menu
• Select the Staff node in the UIOs tree, and click the Add button on the Curriculum ribbon

The fields on the UIO Staff screen are described in the following table.

This field	Holds this information...
Person Code	The staff member code. Click the Search button to display the Staff Search window, where you can select the required staff member.
Person Name	The name of the staff member.
Type	The staff responsibility type. Select from the following: Course Build - this is currently not in use Course Tutor - this enters the staff member’s person code in the Unit Leader field in the UIO table Exams Sync - this allows users to verify and transfer results to the Exams modules (at programme level). ILP Staff - this is the member of staff in charge of completing the ILP. Add this staff member to the curriculum level where the ILP will be released Owner - the user that created the curriculum is automatically assigned as the owner Lead Tutor - enables the My Unconfirmed Assessments screen in ebs: ontrack Hub, which can be used to verify and release the results (that is: change the assessment status). This is also the staff that are generated if using the generate register functionality. Supervisor - enters the staff member’s person code in the Supervisor field in the UIO table Tutor - this role is used for the following: For Markbook or Awards, this is to be assigned at Unit or Module level to allow staff to mark assessments. For Pastoral, any pastoral forms sent to 'Teacher' are sent to users with this role.
Created Date	The date the staff member record is created.

You can view and manage the relationships between a course and the exams that are applicable to the course.

To add a UIO exam, do either of the following:

• Right-click on the Exams node in the UIOs tree, and select Add from the shortcut menu
• Select the Exams node in the UIO tree, and click the Add button on the Curriculum ribbon

When you select an exam, if learning aims exist for the exam occurrence, they are displayed in the learning aims section of the screen.

The fields on the UIO Exams screen are described in the following table.

This field	Holds this information...
Exam	The exam to link to the UIO. Click the Search button to display the Exam Occurrence Search window, where you can select the required exam. The exam is shown at the concatenation of the Board/Board Occurrence/Exam Code.
Board Code	The board code applicable to this exam. This field is automatically populated when the exam is selected.
Board Occurrence	The board occurrence code applicable to this exam. This field is automatically populated when the exam is selected.
Exam Code	The exam code applicable to this exam. This field is automatically populated when the exam is selected.
Exam Name	The exam name. This field is automatically populated when the exam is selected.
Funding Year	The funding year applicable to this exam.
Centre Code	The centre code applicable to this exam. Select the code from the drop-down list.

You can add and maintain incomes that you will receive that are not received through fees as part of the Curriculum Planner module in ebs: central.

You can add and maintain any costs that are associated with running this course as part of the Curriculum Planner module in ebs: central.

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.

UIO learning aims with a type of Programme Aim are highlighted in the UIO Learning Aims grid to help you distinguish between programme aims and non-programme aims.

To add a UIO learning aim, do either of the following:

• Right-click on the Learning Aims node in the UIOs tree, and select Add from the shortcut menu
• Select the Learning Aims node in the UIO tree, and click the Add button on the Curriculum ribbon

ENG You can click here to view the learning aims fields used to associate the learning aims you have imported for the funding year to your courses for ILR purposes.

WAL You can click here to view the learning aims fields used to populate the relevant fields for the learning activity, award and HE records on LLWR generation. Learning aims are funding year specific and must be created for every appropriate year.