Manage a Withdrawal

To manage a withdrawal in the Enrolments module, select 'Withdrawn' from the Progress Code drop-down field in the Enrolment Details section.

'Withdrawn' selected from the Progress Code drop-down

The Withdrawal Wizard is displayed, which is comprised of the following screens:

Select Withdrawal Policy

This field	Holds this information...
Course Period	The start and end dates of the course.
Progress Date	The progress date. This defaults to today's date. This must be before the course end date.
Course Progress	The percentage of the course that the learner has completed.
Credit Charge Once Only Fees	Whether a credit charge needs to be applied to the fees.
Withdrawal Policy	The withdrawal policy. 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.
Progress Reason	The progress reason.
Cascade to Child Units	Whether the progress date and code selected are cascaded down to any child records associated with the selected records.

Withdrawal Adjustments

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 on 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.

When a withdrawal has taken the place:

Any new EFTS value is entered in the EFS Factor field on the Special Details tab. If a value already exists, it is overwritten.
All affected non-invoiced fees are adjusted. All affected invoiced fees have a credit note generated.
The appropriate admin fee is charged.

This must have been specified in the Default Fee type for withdrawal admin institution setting (on the Enrolments screen).