Creating A Payment Schedule Rule Template (QLD)

Create A Payment Schedule Rule Template (QLD) 

The Payment Schedule Rule template allows you to create a template for the different payment rules of your State Training Authority. This template defines when payment is triggered for claims reporting. This is usually based on student progress and outcomes of the enrolled Units of Competency. 

For this tutorial, we will be referring to the User Choice and Priority Skills outcome payment rules of Queensland. Refer to your State Training Authority or Contract rules and terms when creating your payment templates. 

Go to Finance. Select Contracts. Select Payment Schedule Rule Template. 



Click New. This will open a New Payment Schedule Rule Template window. 

1. Enter a Name for the template


2. Select the State in the drop-down list. 
   

Click Add Payment

Complete the payment details. 

1. Payment Installment – enter a name for the payment installment. 
   


2. Enter the subsidy percentage for the first payment. 
   


3. Select the applicable program type for this payment. You may select multiple items in the drop-down. 
   
   
   
   
   
4. Select the payment from the drop-down list. 
   
   
   
   
   
   
5. Type the number of Unit of Competency required before the rule is triggered. 
   
   
6. Select the Outcome codes that will trigger the payment rule. 
   
   
   
   
   
7. Add the next payment installment. You may use the Duplicate button or the Add payment. 
   
   
   Using the duplicate button will duplicate all the payment details, this is useful for payment installments that are very similar in rules, program type and Outcome codes. 
   
   
   
   
8. Add the payment installment for Withdrawn outcome. 
   
   
   
   
   
9. Add the final payment rule for Transitional Gap
   
   
   
   
   
10. Click Save to save the template. 
    

You can check all the saved templates in the template database. Use the search bar to filter or search for a specific template, or click on the header names to sort the names in ascending or descending order. 

 To edit the templates, you can click on the Action button and then click on EDIT or DELETE. 

You have created your Contracts Payment Schedule Rule template. 

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