Roll Forward Associated Records from the Source UIOs

When the required UIO(s) have been selected, they can be rolled forward in the Curriculum Roll Forward wizard screens:

Screen 2 of the Curriculum Roll Forward wizard is used for mapping calendar occurrences to roll forward to the target calendar occurrences.

If the Links check box on Screen 1 of the wizard was selected, Screen 2 also displays any child UIOs to be rolled forward.

Curriculum Roll Forward wizard - screen 2

The fields on Screen 2 of the Curriculum Roll Forward wizard are described in the following table.

This field	Holds this information...
Increment days rather than use dates from target calendar occurrence	Whether to increment the source calendar occurrence dates by x number of days.
Target Calendar Occurrence	The target calendar occurrence for the UIO. Note: This is set to the Roll Fwd Calendar Code setting for the calendar occurrence record in Calendar Types reference data. If required, click the Search button to display the Calendar Occurrence Search window, where you can select a different calendar occurrence.

This field

Holds this information...

Increment days rather than use dates from target calendar occurrence

Whether to increment the source calendar occurrence dates by x number of days.

Target Calendar Occurrence

The target calendar occurrence for the UIO.

Note: This is set to the Roll Fwd Calendar Code setting for the calendar occurrence record in Calendar Types reference data.

If required, click the Search button to display the Calendar Occurrence Search window, where you can select a different calendar occurrence.

Click the Next button to display Screen 3 of the Curriculum Roll Forward wizard.

Screen 3 - occurrence, ownership and fees settings

Screen 3 of the Curriculum Roll Forward wizard is used for selecting the roll forward settings.

Curriculum Roll Forward wizard - screen 3

The fields on Screen 3 of the Curriculum Roll Forward wizard are described in the following table.

This field	Holds this information...
Status	The code to define the status of the UIO. Select from the drop-down list. Note: Users must have the Planning Roll-forward role in addition to the Roll-forward role for planned statuses to be available to select.
Can enquire	Whether learners can enquire against this UIO. Used by ebs4 Enquiries to determine whether the UIO is enquirable.
Can apply	Whether learners can apply against this UIO. Used by ebs4 Applications to determine whether the UIO is available for applications.
Can enrol	Whether learners can enrol against this UIO. Used by ebs4 Enrolments to determine whether the UIO is enrollable.
Can enquire through Learner Portal	Whether learners can enquire using the ebs: ontrack Learner Hub.
Can apply through Learner Portal	Whether learners can apply using the ebs: ontrack Learner Hub.
Can enrol through Learner Portal	Whether learners can enrol using the ebs: ontrack Learner Hub.
Roll Forward Ownership	The owner(s) of the UIO. Select from the following: Current owner Current logged in user Owning department head Offering department head Course tutor Lead tutor
Copy manually added fees	Whether fees added manually are copied.
Apply existing price bands	Whether new fees added are based on the price band values.
Blank fees start and end dates	Whether fees start and end dates are blank.
Uplift/Downturn manual fees	The uplift/downturn manual fee setting for the UIO. Select from the following: Do not change fee values Uplift fees by flat rate Uplift fees by % Downturn fees by flat rate Downturn fees by %
Percentage/Flat rate	The value or percentage to be applied based on the option selected in the Uplift/Downturn manual fees field.
Rounding method	The rounding method for the UIO. Select from the following: Use institution settings and ‘Round to nearest’ column Round up to the nearest $0.01 Round down to the nearest $0.01 Round up to the nearest $1.00 Round down to the nearest $1.00 Round up to the nearest $10.00 Round down to the nearest $10.00
Enforce fee minimum value	Whether the minimum value that fees can be when rounded is enforced.

Click the Next button to display Screen 4 of the Curriculum Roll Forward wizard.