Creating a Payment Schedule Rule Template (TAS)

Creating a Payment Schedule Rule Template (TAS)

Overview

In order to create a funded contract in the Student Management System, a Payment Schedule Rule Template needs to be created. 

This template will define the rules as to when your RTO will receive payment based on student completion or commencement on the course. The information here will be based on the schedules of your contract with the respective State Training Authority. 

In this tutorial, we will create one for the state of Tasmania (TAS).

A payment schedule rule template is already pre-loaded in the system. Make sure to double check the templates first before using and make changes as necessary. You can also create your own templates as needed. 


For this tutorial, we will be using this information from Skills Tasmania Contract for the payment schedule rule template.



Step Tutorial

Step 1. Navigate to the Payment Schedule Rule template page. 

Go to Finance in the side menu, then click on Contracts > Payment Schedule Rule Template. Click New.




Step 2. Complete the Payment Schedule Rule template details. 




  1. Enter the name for this template. 
  2. Select the State from the drop-down. In this tutorial, we will select TAS. 

Step 3. Add Payment

Click Add payment button. This will add a payment installment section in the window. 




  1. Payment Installment – add a name for the payment installment. 
  2. Subsidy Percentage – add the subsidy percentage for the payment installment. For TAS we will be using 50% for the subsidy percentage for the first payment installment based on the document above. 
  3. Program Type – select the programs which will be paid this subsidy amount. 
  4. Rule – choose the appropriate rule for this payment installment. The available options are:
    1. At least N  UoC  is reported with any of the following UoC outcome codes (Example: At least 1 Unit of Competency is reported with any of the following outcome codes)
    2. At least N% of the total UoCs is reported with any of the following UoC outcome codes (Example: At least 30% of the total Unit of Competency is reported with any of the following UoC outcome codes)
    3. Everytime N UoC is reported with any of the following UoC outcome codes (Example: Everytime 2 Unit of Competency is reported with any of the following UoC outcome codes)
    4. Everytime N% of the total UoCs is reported with any of the following UoC outcome codes (Example: Everytime 30% of the total Unit of Competency is reported with any of the following UoC outcome codes)
  5. Indicate the corresponding Number for the rule. (Where N is a number) 
  6. Select all the applicable outcome codes that will trigger this payment installment. 
  7. To add another rule for this payment installment, you can use the ADD RULE button. However, for TAS, no additional conditions are provided for each payment installment. 
  8. To add another payment installment, Duplicate button. This will duplicate all the fields of this payment installment and user can edit the information as needed. 
  9. User can also use the ADD PAYMENT button which will add a new payment installment section with all the fields blank. 
Add additional payment installments as needed. For TAS, payments are made upon reporting of Outcome codes 70 or 90, as well as during course completion when units are reported as either 20, 30, 40 or 51. 

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. 

You can now use this template in your Funded Contracts. 

You can find all the templates available in your system in the Templates table. 



  1. Use the search bar to filter with keywords or state to easily search for a template. 
  2. Click the Column Headers to show an up/down arrow to sort the templates in ascending or descending order based on State name or Template Name. 
  3. Use the Action button to Edit or Delete the template. 
Use the page left or right arrows to navigate thru different pages of the table. By default, the table will show a maximum of 20 templates in one page

Warning: Be careful in deleting a template as this may already be in use in a contract. 

You have successfully created your Payment Schedule Rule Template!





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