Manage a Transfer

Select Withdrawal Policy

The Select Withdrawal Policy screen deals with the withdrawal from the current course to the new course.

Select Withdrawal Policy screen

The fields on the Select Withdrawal Policy screen are described in the following table.

This field	Holds this information...
Course Period	The start and end dates for the current course.
Progress Date	The progress date of the transfer.
Course Progress	How much of the course has elapsed when the learner leaves.
Transfer to Course	The course code of the course that the learner is transferring to.
Transfer to Occurrence	The occurrence of the course that the learner is transferring to.
Link to Parent	If a learner is transferring from one course to another under the same parent, and the parent remains enrolled on, it will link the transferred course to the parent.
Credit Charge Once Only Fees for Transfer Out	Whether a fee should only be charged once. If a learner transfers from a course, the user has the option to credit the charge depending on whether the selected action fees are credited or regenerated.
Withdrawal Policy	The withdrawal policy to be used for this transfer. These can be defined in Progress Policies reference data. When a policy has been selected, an appropriate rule from that policy will be applied according to the percentage of the course completed, which is calculated using course dates and the withdrawal date. The way in which the rule affects the withdrawal is displayed in the bottom section of the window.
Cascade to Child Units	Whether to cascade the changes to child units.

Withdrawal Adjustments

The Withdrawal Adjustments screen displays how the withdrawal policy rule affects EFTS, fees and any applicable admin fees.

Withdrawal Adjustments screen

The fields on the Withdrawal Adjustments screen are described in the following table.

This field	Holds this information...
Reduce the student EFTS by	The amount to reduce the learner EFTS by.
Current EFTS Value	The current EFTS value.
New EFTS Value	The new EFTS value, after taking the reduction into account.
Charge Admin Fee of	The admin fee to charge (if any).
Credit Included Fees by	The amount to credit included fees by.
Description	The fee description.
Original Fee	The original fee charged when enrolment took place.
Adjustments	Any previous adjustments made to the fee.
Current Fee	The resultant current fee of the enrolment.
Credit Amount	The proposed credit amount.
New Fee	The new fee as a result of the proposed credit amount.
Invoice Number	The invoiced number, if applicable.

If you have the appropriate role (as specified by the Linked Role in the Progress Policies reference data), you can amend adjustments, credit amount and new fee values.

Select Transfer Policy

The Select Transfer Policy screen allows you to view the fee summary and select the transfer policy.

Select Transfer Policy screen

The fields on the Select Transfer Policy screen are described in the following table.

This field	Holds this information...
Transfer To Course	The course that the learner is transferring to.
Course Period	The start and end dates for the new course.
Progress Date	The progress date that the learner will be active on for the new course.
Course Progress	How much of the course has elapsed when the learner joins.
Full Cost	The original cost of the course.
Waiver reduction	The total default waivers from the course.
Final Cost	The final total after the waivers have been subtracted from the full cost.
Transfer Policy	The transfer policy being used for this transfer.

Transfer Adjustments

The Transfer Adjustments screen allows you to make any transfer rule adjustments.

Transfer Adjustments screen

The fields in the Fees grid are described in the following table.

This field	Holds this information...
Reduce the student EFTS by	The amount to reduce the learner EFTS by.
Current EFTS Value	The current EFTS value.
New EFTS Value	The new EFTS value, after taking the reduction into account.
Charge Admin Fee of	The admin fee to charge (if any).
Description	The fee description.
Original Fee	The original fee charged when enrolment took place.
Adjustments	Any previous adjustments made on the fee.
Current Fee	The resultant current fee of the enrolment.
Credit Amount	The amount it is proposing to credit.
New Fee	The new fee as a result of the proposed credit amount.

If you have the appropriate role (as specified by the Linked Role in the Progress Policies reference data), you can amend adjustments, credit amount and new fee values.

Summary of Changes

A summary of changes is displayed before allowing you to commit to the transfer.

Summary of Withdrawal (Transfer Out) and Transfer In screen

To confirm the transfer, click the Finish button. Alternatively, click Back to amend the transfer.