For your Letter of Offer to produce key information such as fee details, study periods etc, you need to first set up the Course Offer Master Checklists before you can link them to the relevant Course Enrolments with appropriate fee amounts and due dates.
Before you begin
Required Knowledge: Letter of Offer | Course Offers
Required Pre-Step: Set Up Enrolment Checklist Templates
1
Navigate to LRM > Settings
- On the Left Navigation Bar, Click Checklists
- Click on the Checklist Category dropdown box, Select and Click Course Enrolment
Click image to enlarge
2
Add New Checklist Item for each required field
- On the right hand corner of the page, Click on New Checklist Item
- Enter details for Checklist Item Type and Description using examples below
- Add an individual Checklist Item for each option
- Click Save
Note!
This step is important as you are creating all possible items that could appear in your Letter of Offer.
You can modify this for each Course Offer at a later stage and then customise each item relevant to the Learner.
Letter of Offer Checklist examples
This is just a guide of example Checklists that you can use. Choose the Checklists that meet your requirements. At the very least the following is required
- Tuition Fee and any other Course Fees
If you want to include Payment Plan, please see the Payment Schedule Checklist Item Type
Important Note!
The Checklist Item Type value MUST be entered exactly as per the following table, but you can customise the Checklist Item Description to suit your needs with exception to Tuition Fee
| Checklist Type | Checklist Item | Purpose |
|---|---|---|
| Course Fees | Tuition Fee Airport Pickup Fee Enrolment Fee Home stay Fee Material Fee OSHC Family Cover OHSC Single Cover Student House Fee | Used by International Colleges to determine what fee information is produced on a Letter of Offer and to record when payments are made. Tuition Fee is the only requirement. |
| Payment Schedule | Payment 1 Payment 2 Payment 3 | Used to: - Schedule the Tuition Fee payment breakdown schedule - Sum Payment Schedule must = Tuition Fee value - Schedule due dates for payments and record when paid |
| Agent Bonus | Agent Bonus | Used to offset course fees. Will be entered as a negative |
| Offer Acceptance | Required Fees | Use to specify the minimum amount due for the offer to be deemed accepted Available in the Letter of Offer uReport templates in the CourseDetails region. Field is called "COR Required Fees for Acceptance" |
| Study Period | Study Period 1 Study Period 2 Study Period 3 | Used to specify Study Period information for prospective student For each 'study period' checklist item: - checklist item due date = study period start date - checklist item completed date = study period end date - checklist item amount = study period fee |