Table of Contents
Program Plan
Note: This is a part of master data objects that will be created and maintained by admin users for an academic program.
(For a better understanding on program structure, see here: Program structure / setup.)
Program Plan is an EDA object that is used for versioning for a Program.
It acts as a program structure template for admin to define the related Courses and pathways available.
A Program Plan consists of the following child objects:
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Plan Requirement (Group).
Plan Requirement (Course).
**These represent the Courses that students should take for the Program.
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Pathway Unit.
**These represent the "pathway" as in which Courses the student should take for the 1st Term (semester), 2nd, and so on.
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Discipline Requirement (Group).
Discipline Requirement (Course).
**These represent the disciplines (i.e. Major/Minor) that the student can specialize in.
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The Program Plan's "Program Structure" tab will display all the Plan Requirement Groups and Courses under it.
Admin user can also edit/add/delete Plan Requirement (Groups and Courses) here in the Program Plan, provided that 'Edit' mode is enabled for the component (see here for more information).
The Program Plan also contains other information such as the dates, the next starting Term, and Fees.
Enrolling to a Program Plan
Students enroll to a Program via the Program Application or Application (EDA).
When it is approved, a Program Enrollment will be created, which will use a Program Plan.
- If a Program Plan is directly defined on the Program Application or Application (EDA), then, that Program Plan will be used.
- Otherwise, if no Program Plan is defined on the Program Application or Application (EDA), then, the primary Program Plan will be used.
- Since a Program can have multiple active Program Plans, the “Is Primary” field is important to identify the default Program Plan that will be used by automations in EDA and RIO Education.
- There must be only 1 primary Program Plan under an Academic Program.
- If there is no primary Program Plan, or there are more than 1 primary Program Plan, a Program Enrollment cannot be created upon approving a Program Application.
- Since a Program can have multiple active Program Plans, the “Is Primary” field is important to identify the default Program Plan that will be used by automations in EDA and RIO Education.
Take note that a "Default Program Pathway" must be defined on the Program Plan.
This is needed in order for the student to be able to enroll to Courses for each Term.
Pre-Acceptance Enrollment (creating a draft Program Enrollment)
In general, when a Program Application or Application (EDA) is approved, a Program Enrollment will be created.
But in some cases, you might need to create a draft Program Enrollment first (before it is confirmed upon application approval).
On the Program Plan, you can specify the "Support Pre-Acceptance Enrollment" field to be:
- Always (always create a draft Program Enrollment at a specified stage in the approval process).
- For application fee only.
See here for an in-depth explanation and use case.
Fees
The Fees that will be billed to the student depends on what is defined on the Program Plan.
- For details on Fee setup, see here.
- For details on Fee Method, see here.
- For details on Fee generation, see here.
Auto Generate Application and Deposit Student Fee
As of v3.5, Application Student Fees and Deposit Student Fees that are linked to a Program Plan can be automatically generated upon a student's successful Program Enrollment.
See more here.
Program Plan Clone
Starting from v3.11, admin users can clone an existing Program Plan along with its:
- Plan Requirements.
- Program Course Requirements (from v3.11.2 onwards).
- Program Pathways.
- Program Disciplines.
For more details, see: Cloning a Program Plan.
Fields
| Field | Description |
| Next Starting Term |
Default starting Term. This will be inherited by Program Application (or Application (EDA)) and Program Enrollment if their respective Term field is not defined. See also:
|
| Fee Method |
Default fee method.
See here for use case: Student Fee Generation. |
| Pay Upfront |
Default pay upfront. This will be inherited by Program Application if none is defined. |
| Fee |
Default fee (Fee Unit = Program) for a full program. This will be used when the “Fee Method” = Program or Fixed Term is set in Program Enrollment. |
| Use Default Fee |
For “Fee Method” = Program only. A flag to indicate that a Program Enrollment should use the default fee defined in Program Plan. Otherwise, the child fee that matches the fee label defined in Program Application will be used. |
| Current Fee (Domestic & International) |
For display purpose only. The value is rolled up from a child fee schedule record if the child fee schedule is marked as “Current” = checked. |
Non Tuition Fee |
(v3.3) The obsolete "Current Non Tuition Fee Domestic" and "Current Non Tuition Fee International" formula fields on the Program Plan object have been updated to refer to the Non Tuition Fee lookup field on Program Plan. You may need to update the Program Plan record with "Non Tuition Fee" if you are using the formula fields. |
| Application Fee | Application Fee to be charged when the student submits the application. |
| Deposit Fee | Deposit Fee to be charged when the student's application is approved. |
| Auto Generate Application Student Fee |
(v3.5) Tick this to create student application student fee and fee line for new Program Enrollment. See more here. |
| Auto Generate Deposit Student Fee |
(v3.5) Tick this to create deposit student fee and fee line for new Program Enrollment. |
| Dual Qualification |
Indicates a double qualification Program Plan. It should have Primary Program and Secondary Program specified. See also: Dual Qualifications. |
| Auto Credit Transfer |
Indicates any Program Enrollments for the Program Plan will contribute or receive any credit transfers. |
| Total Required Credits |
Specifies the total number of credits a student must complete to satisfy this Program Plan. |
| EFTSL (Credit Points) |
Used to override educational institution/university department/academic program EFTSL. Set this if you would like to track different EFTSL for different Program Plan. See also: EFTSL - Credit Points. |
| Default Program Pathway |
Lookup to a child Program Pathway record. Upon approving a Program Application, the resulting Program Enrollment will use this as its Program Pathway. |
| Non Tuition Fee |
The non tuition fee for the Program Plan, applied if the fee method = Program or Fixed Term. As of v3.5, the Non-Tuition Fee on Program Plan can now be used in "Term - Course" fee method, creating a non-tuition fee each Term after the student enrolls into a Course. See also: Student Fee Generation. |
| Support Pre-Acceptance Enrollment |
Allows Program Applications to create Program Enrollments for this Program Plan before the application is completely finalized.
For details on setting this up, head here. |