How to Create a Payment Schedule Rule Template (QLD)
Overview
The Payment Schedule Rule template enables you to create a
template for the various payment rules of your State Training Authority. This
template outlines when payments are triggered for claims reporting, typically
based on student progress and the outcomes of the enrolled Units of Competency (UoC).
For this tutorial, we will refer to Queensland’s User Choice
and Priority Skills outcome payment rules. When creating your payment
templates, ensure you refer to the rules and terms set by your State Training
Authority or contract.
Steps Tutorial
1. From
the Dashboard, go to Finance > Contracts > Payment Schedule Rule Templates. Then click New.
2. Fill in the following information:
- Name – Add a name for the template.
- State – Select the state from the drop-down.
In this tutorial, we will select QLD.
- +Add Payment - This will add a payment
installment section in the window.
- Payment Installment – add a name for the payment
installment.
- Subsidy Percentage – add the subsidy percentage for
the payment installment.
- Program Type – select the programs that are
included for this payment installment. You may select multiple items in
the drop-down.
- Rule – choose the appropriate rule for this payment
installment. Options are:
- At least N UoC is reported with any of the
following UoC outcome codes
- At least N% of the total UoCs is reported with any
of the following UoC outcome codes
- Every time N UoC is reported with any of the
following UoC outcome codes
- Every time N% of the total UoCs is reported with
any of the following UoC outcome codes
- Number - Indicate the corresponding number for the
rule (where N is a number).
- Outcomes - Select all the applicable outcome codes
that will receive this payment installment.
NOTE:
- The Duplicate button will duplicate all
the information in the payment installment. While clicking on +Add Payment will add blank payment installment fields.
- Use the trash icon to delete rule or
payment installment that is not needed. Click Save button to save the
template or Close to exit without saving.
To edit the templates, you can click on the Action button
and then click on Edit or Delete.
You have successfully created your Payment Schedule Rule Template!
Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.
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