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Create a Unit Offering

Create a Unit Offerings and BookingsCreate A SessionCreate Session TimesCreate Bookings

Create Unit Offerings and Bookings

<Unit Offering.mp4>

 

1. Click the Units tab from the Navigation Bar or App Launcher.

2. Type in the unit’s name in the search box.

3. Select the unit from the Unit Name list.

4. Click Unit Offerings tab.

5. Click the New button.

6. Fill in the Unit’s Offering details.

  • Note: Select classroom or online for how the unit will be delivered in the Unit Delivery Method field.
  • Note: If the primary faculty member is already chosen for this unit, the faculty contact can be entered in the Primary Faculty field.

7. In the Capacity field, fill in the units maximum student capacity.

8. In the Fee field, select the fee to be applied to this unit.

  • Fee Amounts (Domestic and International) will be calculated and stored based on the Course’s Fee information. 
  • If “Use Default Fee” is checked in Course:
    • The Fee record will be linked automatically to the fee on the course. However, if the “Fee Label” is populated, the child fee that matches the label will be linked instead. The fee will then be used to calculate the “Fee Amount (Domestic)” and “Fee Amount (International)”.

 

  • If Default fee is not checked:
    • If the “Fee Label” is populated, the child fee that matches the label will be linked. The fee will be used to calculate the “Fee Amount (Domestic)” and “Fee Amount (International)”. Otherwise, fee amount fields will be set to empty whenever course offering is created/updated.

 

  • If Manual Fee Select is checked:
    • This will enable user to define the “Fee” lookup manually. The scenarios outlined above will be ignored.

 

9. When complete, click Save.

 

 

Create A Session

<Unit Offering – Session.mp4>

 

1. Click the Units tab from the Navigation Bar or App Launcher.

2. Type in the unit’s name in the search box.

3. Select the unit from the Unit Name list.

4. Click Unit Offerings tab.

5. Select the current Offering from the Unit Offering list.

6. Click Sessions tab.

7. Click the New button.

8. Fill in details for the new Session.

9. When complete, click Save.

 

Create A Sessions Time

<Unit Offering – Session.mp4>

 

1. Continuing from previous Create A Session, click the newly created Session under the Sessions Name list.

2. Click the tab in Sessions Times to expand selection options.

3. Click the New button.

4. Fill in details for the new Session Time.

5. When complete, click Save.

 

 

Create Bookings

<Unit Offering – Session.mp4>

 

1. Continuing from previous Create A Session Time, from the Session, click the Edit button.

2. Click the Status field to expand the drop down options.

3. Select Create/Update Bookings, from the Status field’s drop down options.

4. When complete, click Save.

 

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