Enrolments Institution Settings

This field	Holds this information...
Display Attainments (Enrolment Client)	Whether to display the Attainments tab in Enrolments.
Maximum records returned (Enrolment Client)	The maximum number of records returned in an enrolment search.
Allow users to take photos	Whether users can take photos in Enrolments.
Allow users to browse for photos (Enrolment Client)	Whether users can browse for photos in Enrolments.
Default printer to use (Enrolment Client)	The default printer to use for Enrolments. Select from the following: User Machine
The UNC path to a shared directory on the ebs application server, to which copies of photos from the enrolment client are uploaded	The UNC path to a shared directory on the ebs application server, to which copies of photos from Enrolments are uploaded.
Enrolment client image size (pixels)	The size (in pixels) of images taken in Enrolments.
Enrolment client image quality (1, lowest – 100, highest)	The image quality used in Enrolments (1 is the lowest quality, 100 is the highest quality).
Default enrolment progress code	The default progress code used in Enrolments when enrolling learners.
Default start field in enrolment	The field in which the Enrolment screen should start with the cursor in. Select from the following: Unit Instance Barcode
Learner identified by	How a learner is identified on enrolments. Select from the drop-down list.
Default Non-Starter progress code	The default non-starter progress to be used. Select from the drop-down list.
Default waiting list progress code	The default progress code to be used when creating waiting list records. Select from the drop-down list.
Who to pay	The default who to pay code (that is: who is responsible for the debt) to be used when creating an enrolment. Note: This code is set up using the Source of Fees reference data.
Auto generate receipt number	Whether to automatically generate receipt numbers when entering learner receipt details.
Is the Enrolment Electives functionality enabled?	Whether to enable the Enrolment Electives functionality.
Optional Child Progress Date	The date to use for the child progress date. Select from the following: Current - the current date Parent - the date from the parent record
Cascade progress info – ignore status?	This setting affects the Enrolment Progress Code to Learner Aims as follows: If you change the Progress Code from an active to a non-active status, then the Completion Status, Outcome, End Date and Leave Reason will update the Learner Aims regardless of this institution setting. If this institution setting is set to 'N', the Learner Aims are effectively locked down and Progress Codes are not changed. If this institution setting is set to 'Y', then any Progress Code change is reflected in the associated Learner Aims.
Default cascade to units	Whether to cascade the progression changes to child people units. Acts as a default for the check box in Enrolments.
Default cascade to registers	Whether progression changes should be cascaded to all relevant registers. Acts as a default for the check box in Enrolments.
Default cascade to qual aims	Whether to cascade the progression changes to related learner aims. Acts as default for check box in Enrolments.
Select all registers by default in Enrolment Registers pop-up screen	Whether to select all registers by default when the registers pop-up screen opens in Enrolments.
Allow deletion of enrolments with active invoiced fees?	Whether to allow deletion of enrolments with active invoiced fees.
Default Enrolment rollback action	The default action for rolled back enrolments from the drop-down menu. Select from the drop-down list.
Default Enrolment rollback progress code	The default progress code for rolled back enrolments. Select from the drop-down list.
Cascade Waivers to child units	Whether to cascade waivers to child units. Select from the following: Apply waivers to child units on enrolment creation Apply waivers to child units on enrolment creation or update Apply waivers to child units on enrolment update Do not cascade waivers to child units Note: This is set to Apply waivers to child units on enrolment creation or update by default.
Exceed unit occurrence capacity	How ebs deals with oversubscriptions where the Total Places field is used in UIO. Select from the following: Oversubscription allowed Oversubscription not allowed Oversubscription warning message Create a record in Waiting List
Current year start date for enrolments	The start date of the current year enrolments that is used in Enrolments.
Current year end date for enrolments	The end date of the current year enrolments that is used in Enrolments.
Default fee type for transfer admin	The default fee type to be used for transfers. Select from the drop-down list.
Default fee type for withdrawal admin	The default fee type to be used for withdrawals. Select from the drop-down list.
Minimum Enrolment Progress Date	The date before which enrolments cannot be entered.
Default time for block booking enrolments to be named prior to course start date (days)	The length of time prior to the course start date that any unallocated block bookings should be named.
Block booking allocate places reminder email (days prior to course start date)	Allows users to define the number of days before an employer block booking is due to start that a reminder email is sent to the employer, where there are remaining unallocated places. Note: This is sent to the user marked as the primary contact of the organisation.
Default 'Who to pay' value when enrolment is created from a block booking	The default payee when a block booking is allocated to a learner.
Default cascade to exams	Whether to cascade the progression changes to exam records. Acts as a default for the check box in Enrolments.
Auto check main EMA course	Whether to automatically check the Main EMA course field in the course occurrence record.
Cascade enrolment progress date to special details	Whether to cascade the enrolment progress date to special details.
Popup the learning programme when created in enrolment client (LLWR)?	Whether a pop-up learning programme screen in the Enrolment client when adding an enrolment.
Default waiting list progress code used when converting reservations to enrolments	The default progress code to be used when creating waiting list records when converting reservations to enrolments. Select from the drop-down list.
Default who to pay when converting reservations to enrolments	The default who to pay code to be used when converting reservations to enrolments. Select from the drop-down list.
Suppress generation of zero-amount fees	Whether to suppress the generation of zero-amount fees.
Restrictions placed on learners with unpaid debts	The restrictions to apply to learners with unpaid debts. Select from the following: Allow All Prevent Bad debtors; Allow Doubtful debtors Prevent Bad debtors; Warn for Doubtful debtors Prevent Either Warn Either Warn for Bad debtors; Allow for Doubtful debtors
Learner must be validated for enrolment	Whether to validate learners before enrolment.
Default Source of Funding value to be used for International students	The default source of funding value to be used for International learners. Select from the drop-down list.
Default Source of Funding value to be used for Domestic students	The default source of funding value to be used for domestic learners. Select from the drop-down list.
Min validation level required for SDR Type U enrolments	The minimum required validation for an Undefined SDR type. Select from the drop-down list.
Default Calendar Occurrence on Enrolment	This setting is not applicable to NZ.

Display Attainments (Enrolment Client)

Whether to display the Attainments tab in Enrolments.

Maximum records returned (Enrolment Client)

The maximum number of records returned in an enrolment search.

Allow users to take photos

Whether users can take photos in Enrolments.

Allow users to browse for photos (Enrolment Client)

Whether users can browse for photos in Enrolments.

Default printer to use (Enrolment Client)

The default printer to use for Enrolments. Select from the following:

User
Machine

The UNC path to a shared directory on the ebs application server, to which copies of photos from the enrolment client are uploaded

The UNC path to a shared directory on the ebs application server, to which copies of photos from Enrolments are uploaded.

Enrolment client image size (pixels)

The size (in pixels) of images taken in Enrolments.

Enrolment client image quality (1, lowest – 100, highest)

The image quality used in Enrolments (1 is the lowest quality, 100 is the highest quality).

Default enrolment progress code

The default progress code used in Enrolments when enrolling learners.

Default start field in enrolment

The field in which the Enrolment screen should start with the cursor in. Select from the following:

Unit Instance
Barcode

Learner identified by

How a learner is identified on enrolments. Select from the drop-down list.

Default Non-Starter progress code

The default non-starter progress to be used. Select from the drop-down list.

Default waiting list progress code

The default progress code to be used when creating waiting list records. Select from the drop-down list.

Who to pay

The default who to pay code (that is: who is responsible for the debt) to be used when creating an enrolment.

Note: This code is set up using the Source of Fees reference data.

Auto generate receipt number

Whether to automatically generate receipt numbers when entering learner receipt details.

Is the Enrolment Electives functionality enabled?

Whether to enable the Enrolment Electives functionality.

Optional Child Progress Date

The date to use for the child progress date. Select from the following:

Current - the current date
Parent - the date from the parent record

Cascade progress info – ignore status?

This setting affects the Enrolment Progress Code to Learner Aims as follows:

If you change the Progress Code from an active to a non-active status, then the Completion Status, Outcome, End Date and Leave Reason will update the Learner Aims regardless of this institution setting.
If this institution setting is set to 'N', the Learner Aims are effectively locked down and Progress Codes are not changed.
If this institution setting is set to 'Y', then any Progress Code change is reflected in the associated Learner Aims.

Default cascade to units

Whether to cascade the progression changes to child people units. Acts as a default for the check box in Enrolments.

Default cascade to registers

Whether progression changes should be cascaded to all relevant registers. Acts as a default for the check box in Enrolments.

Default cascade to qual aims

Whether to cascade the progression changes to related learner aims. Acts as default for check box in Enrolments.

Select all registers by default in Enrolment Registers pop-up screen

Whether to select all registers by default when the registers pop-up screen opens in Enrolments.

Allow deletion of enrolments with active invoiced fees?

Whether to allow deletion of enrolments with active invoiced fees.

Default Enrolment rollback action

The default action for rolled back enrolments from the drop-down menu. Select from the drop-down list.

Default Enrolment rollback progress code

The default progress code for rolled back enrolments. Select from the drop-down list.

Cascade Waivers to child units

Whether to cascade waivers to child units. Select from the following:

Apply waivers to child units on enrolment creation
Apply waivers to child units on enrolment creation or update
Apply waivers to child units on enrolment update
Do not cascade waivers to child units

Note: This is set to Apply waivers to child units on enrolment creation or update by default.

Exceed unit occurrence capacity

How ebs deals with oversubscriptions where the Total Places field is used in UIO. Select from the following:

Oversubscription allowed
Oversubscription not allowed
Oversubscription warning message
Create a record in Waiting List

Current year start date for enrolments

The start date of the current year enrolments that is used in Enrolments.

Current year end date for enrolments

The end date of the current year enrolments that is used in Enrolments.

Default fee type for transfer admin

The default fee type to be used for transfers. Select from the drop-down list.

Default fee type for withdrawal admin

The default fee type to be used for withdrawals. Select from the drop-down list.

Minimum Enrolment Progress Date

The date before which enrolments cannot be entered.

Default time for block booking enrolments to be named prior to course start date (days)

The length of time prior to the course start date that any unallocated block bookings should be named.

Block booking allocate places reminder email (days prior to course start date)

Allows users to define the number of days before an employer block booking is due to start that a reminder email is sent to the employer, where there are remaining unallocated places.

Note: This is sent to the user marked as the primary contact of the organisation.

Default 'Who to pay' value when enrolment is created from a block booking

The default payee when a block booking is allocated to a learner.

Applicable to institutions in the United Kingdom only

Default cascade to exams

Whether to cascade the progression changes to exam records. Acts as a default for the check box in Enrolments.

Auto check main EMA course

Whether to automatically check the Main EMA course field in the course occurrence record.

Cascade enrolment progress date to special details

Whether to cascade the enrolment progress date to special details.

Popup the learning programme when created in enrolment client (LLWR)?

Whether a pop-up learning programme screen in the Enrolment client when adding an enrolment.

Applicable to institutions in New Zealand only

Default waiting list progress code used when converting reservations to enrolments

The default progress code to be used when creating waiting list records when converting reservations to enrolments. Select from the drop-down list.

Default who to pay when converting reservations to enrolments

The default who to pay code to be used when converting reservations to enrolments. Select from the drop-down list.

Suppress generation of zero-amount fees

Whether to suppress the generation of zero-amount fees.

Restrictions placed on learners with unpaid debts

The restrictions to apply to learners with unpaid debts. Select from the following:

Allow All
Prevent Bad debtors; Allow Doubtful debtors
Prevent Bad debtors; Warn for Doubtful debtors
Prevent Either
Warn Either
Warn for Bad debtors; Allow for Doubtful debtors

Learner must be validated for enrolment

Whether to validate learners before enrolment.

Default Source of Funding value to be used for International students

The default source of funding value to be used for International learners. Select from the drop-down list.

Default Source of Funding value to be used for Domestic students

The default source of funding value to be used for domestic learners. Select from the drop-down list.

Min validation level required for SDR Type U enrolments

The minimum required validation for an Undefined SDR type. Select from the drop-down list.

Default Calendar Occurrence on Enrolment

This setting is not applicable to NZ.