Purpose

To find a Precedent (PRDW0400) and attach it to a student's Advanced Standing record (in ADVF2000 or ADVF4200) or to a student's Admission record (in ADMF3240).

Subsystem

Introduction:

This form is used to find:

• a Precedent (PRDW0400) of System Precedent Type ADVANCED STANDING, with a System Precedent Status of REVIEW or ACTIVE, and insert Unit and/or Unit Level record(s) for that Precedent into the Advanced Standing Unit and/or Unit Level block (in ADVF2000 or ADVF4200) for a student. In addition, the associated Precedent details are automatically added to the Precedent tab located in the Unit and/or Unit Level block in ADVF2000 or ADVF4200.
• a Precedent (PRDW0400) of System Precedent Type ADMISSIONS, with a System Precedent Status of REVIEW or ACTIVE, and attach it to a student's Admission Course Application in ADMF3240.

This form is opened via the Find Precedent icon, from the following forms in context of:

• a selected 'Admission Course Application Instance' (ACAI) course from the 'Create ACAI Advanced Standing Details' (ADVF2000) form,
• a selected Student Course Attempt from the 'Student Advanced Standing' (ADVF42000) form, or
• an Admission Course Application instance from the 'Direct Admissions Course' (ADMF3240) form.

Find Precedent block:

• Precedent ID
• Precedent Status
• Precedent Category (mandatory)
• Precedent Source
• Institution
• Country
• External Course Code - (dynamic field)
• Internal Course Code - (dynamic field)
• Internal Unit Code - (dynamic field)
• External Unit Code - (dynamic field)
• Title
• AQF Level - (dynamic field)
• Admission Band - (dynamic field)
• Adv Standing Unit Code
• Adv Standing Unit Level

Buttons

• Retrieve List
• New Precedent

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Precedent block: - (Display only. Queries can be performed in the fields in this block.)

• Precedent ID
• Precedent Status
• Owning Org Unit Code
• Owning Org Unit Description
• Course Code - (dynamic field)
• Unit Code - (dynamic field)
• Title - (dynamic field)
• Course Type Group - (dynamic field)
• Course Type Group Description - (dynamic field)
• Precedent Source

Precedent Relationship block: - (Display only. Queries can be performed in the fields in this block.)

• External Course - (dynamic field)
• External Unit - (dynamic field)
• Internal Course - (dynamic field)
• Internal Unit - (dynamic field)
• External Unit - (dynamic field)
• Title
• Institution - (dynamic field)
• Country - (dynamic field)
• AQF Level - (dynamic field)
• Admission Band - (dynamic field)
• Campus - (dynamic field)

Advanced Standing block: (Display only. Queries can be performed in the fields in this block.)

• Unit tab
  • Unit Code
  • Title
  • System Advanced Standing Type
  • Percentage
  • Credit Points - (HE only)
  • Contact Hrs - (VET Only)
• Unit Level tab
  • Unit Level
  • Discipline Group Code
  • Credit Points - (HE only)
  • Contact Hrs - (VET only)

Rules/Notes:

Find Precedent Block:

The Find Precedent block is used to specify a search criteria in one or more fields in this block to find and retrieve Precedents (PRDW0400) via the Retrieve List button.

Retrieved records are returned to the Precedent, Precedent Relationship and Advanced Standing blocks. The fields in these blocks are display-only, however, queries can be performed in any of the fields in these blocks using the wild card (%) if required, to refine the list of retrieved records.

If no records have been returned you cannot perform a query in the Find Precedent block. Instead use the Retrieve List button to perform the search.

The Precedent Category is a mandatory field and consequently only Precedents that match the specified Precedent Category are retrieved. If you select a different Precedent Category from the pop-list, the Results blocks (i.e. the Precedent, Precedent Relationship and Advanced Standing blocks) are automatically refreshed and results from the previous search automatically cleared. A new search must be performed for the specified Precedent Category and search criteria using the Retrieve List button.

Search criteria specified in the fields in the Find Precedent block are retained for subsequent searches unless specifically changed or cleared.

If this form is opened from ADVF4200 or ADVF2000, then only Precedents that meet the following criteria are returned:

• The Precedent status is mapped to a system status of ACTIVE or REVIEW; and
• The Precedent Type is mapped to a System Precedent Type of ADVANCED STANDING (this may include any of the following combinations: 'ADVANCED STANDING', 'ADVANCED STANDING and ADMISSIONS', or 'ADVANCED STANDING, ADMISSIONS and PREREQUISITE'; and
• The System Date falls within the Precedent Start and End Dates.

If this form is opened from ADMF3240, then only Precedents that meet the following criteria are returned:

• The Precedent status is mapped to a system status of ACTIVE or REVIEW; and
• The Precedent Type is mapped to a System Precedent Type of ADMISSIONS (this may include any of the following combinations: 'ADMISSIONS', 'ADMISSIONS and ADVANCED STANDING', or 'ADMISSIONS, ADVANCED STANDING and PREREQUISITE'); and
• The System Date falls within the Precedent Start and End Dates; and
• The date derived from the student's course version (ACAI) admission period Calendar Instance where the Date Alias is mapped to the 'Course Start Date Alias' (in ADMF02R0), falls between the Precedent Validity Period Start and End Dates;
  otherwise,
  (If the 'Course Start Date Alias' is null) The Start Date of the student's course version (ACAI) admission period Calendar Instance, falls within the Precedent Validity Period Start and End Date; and
• (If the Precedent Category is 'Admission Band to Internal Course', 'External Course to Internal Course' or 'Internal Course to Internal Course') The student's course version matches the Precedent Internal Course (regardless of the version); or
• (If the Precedent Category equals 'External Unit to Internal Unit' or 'Internal Unit to Internal Unit') The sector of the Internal Unit matches the sector of the Precedent Internal Unit; or
• (If the Precedent Category equals 'External Course to Course Type Group') The course type group associated with the student's course version matches the Precedent Course Type Group; or
• The Precedent Category is 'External Course to Admission Band'.

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The List of Values for the Precedent Status field contains institution-defined Precedent Statuses mapped to a System Precedent Status of ACTIVE or REVIEW.

The Precedent Source field displays the source (PRDW0050) of the Precedent - i.e. the basis on which the Precedent was created, such as an agreement between institutions.

The Precedent Category field defaults to 'External Course to Internal Course' category. If required, select a different Precedent Category from the pop-list.
The 'External Course to Course Type Group' category is only available for HE sector courses. It is not available for VET sector courses.

The Institution and Country fields are disabled if the Precedent Category is 'Internal Course to Internal Course', 'Internal Unit to Internal Unit' or 'Admission Band to Internal Course'. The List of Values for these fields are restricted to only those records that have been used in a Precedent.

The institution displayed in the 'Institution' field in the Precedent Relationship block is transferred to the institution field in the Unit/Unit Level block in ADVF2000 or ADVF4200 for a transferred Unit and/or Unit Level. This becomes the exemption institution once it is transferred.

If an institution is specified, then the External Course Code or External Unit Code are filtered based on the selected institution.

The External Course Code field is only displayed if the Precedent Category of the Precedent is 'External Course to Internal Course', 'External Course to Course Type Group' or 'External Course to Admission Band'.
The External Course Code and External Unit Code are filtered based on the institution, if specified.

The External Unit Code field is only displayed if the Precedent Category is 'External Unit to Internal Unit'.

The Internal Course Code field is only displayed if the Precedent Category is 'Internal Course to Internal Course' or 'Admission Band to Internal Course'.

The Internal Unit Code and Internal Unit Code Title fields are only displayed if the Precedent Category is 'Internal Unit to Internal Unit'.

The AQF Level field is only displayed if the Precedent Category is 'Admission Band to Internal Course' or 'External Course to Admission Band'.

The Advanced Standing Unit Code and Advanced Standing Unit Level fields are only displayed if this form (PRDF1100) is accessed from the ADVF2000 or ADVF4200 forms.

The Retrieve List button (short-cut key <R>) executes a query based on the search criteria specified in the fields in the Find Precedent block.

The New Precedent button (short-cut key <N>) navigates to the Precedent page (PRDW0400) from where you can create a new Precedent, if required.

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Results Blocks:

Precedent block:

This block displays a list of Precedents that match your search criteria.

Returned records listed in the Precedent block are sorted by Precedent ID (descending order).

If there are multiple Precedents listed, select the required Precedent.

Although fields in this block are display-only, queries can be performed in any of the fields to refine the list of retrieved records.

Precedent Relationship block:

This block displays the Relationships (that were created in the Relationships step of PRDW0410) for a Precedent selected in the Precedent block.

Fields in this block are display-only, however, queries can be performed in any of the fields to refine the list of retrieved records, if required.

Details listed in the Precedent Relationship block vary depending on the Precedent Category of the Precedent. For example:

• If the Precedent Category is 'External Course to Internal Course' or 'External Course to Course Type Group', then one or more External Courses are listed in the Precedent Relationship block.
• If the Precedent Category is 'External Unit to Internal Unit', then one or more External Units are listed in the Precedent Relationship block.
• If the Precedent Category is 'Internal Course to Internal Course', then one or more Internal Courses are listed in the Precedent Relationship block.

Advanced Standing block:

This block is displayed only if this form (PRDF1100) is accessed via ADVF4200 or ADVF2000. It displays Unit and/or Unit Level records for a selected Precedent (in the Precedent block).

Fields in this block are display-only, however, queries can be performed in any of the fields to refine the list of retrieved records, if required.

Multiple Advanced Standing records may exist. Records are inserted into ADVF2000 or ADVF4200 according to the conditions outlined in the Introduction section of this Help page (see above).

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Validations:

• If you attempt to add an Advanced Standing record with a credit point/contact hours total that exceeds the limit for the course version, then an error message is displayed and the record cannot be inserted.

To Find a Precedent and Insert a Precedent Advanced Standing Unit and/or Unit Level into ADVF2000 or ADVF4200 for a Student:

1. Open ADVF2000 or ADVF4200.

2. Find the required student. If in ADVF2000, select the required course, alternatively, if in ADVF4200, select the student course attempt.

3. Click the Find Precedent icon located at the bottom of the Form, to open the Find Precedent form.

4. If required, enter values in one or more fields in the Find Precedent block to specify a search criteria. (Note: The Precedent Category field is mandatory.)
Alternatively, enter no values to perform a search based only on the default Precedent Category only to return all Precedents of the specified Category.

5. Click the Retrieve List button to initiate the search. Precedent records that match your search criteria for the context course or student course attempt are then displayed in the Precedent, Precedent Relationship and Advanced Standing blocks.

6. Select a Precedent from the list of returned records in the Precedent block to display the Relationship and Advanced Standing details for that Precedent in the Precedent Relationship and Advanced Standing blocks, respectively.

Note: If the required Precedent is not in the list of Precedents, you can create the required Precedent (of Type 'Advanced Standing') via the New Precedent button which accesses the Precedent page (PRDW0400). Once the new Precedent has been created, you can perform a new search in the Find Precedent form to retrieve the Precedent record.

7. Click the Select button (or press <S>) to insert the Advanced Standing Unit and/or Unit Level records into the ADVF2000 or ADVF4200 form for the student. The associated Precedent details are inserted into the Precedent tab in the Unit and/or Unit Level blocks.
Note: Multiple Precedent records can exist for a single Advanced Standing Unit or Unit Level record in ADVF2000 and ADVF4200.

Advanced Standing records for a selected Precedent are inserted into ADVF2000 or ADVF4200 according to the conditions outlined in the Rules/Notes for this section (see opposite) on this Help page.

Rules/Notes:

Search criteria can be either a full field value, or part of the value + a wild card character %.

Multiple Precedent Relationships and Advanced Standing records may exist for a selected Precedent.

'Insert' Conditions:

Advanced Standing Unit records for a selected Precedent are inserted into the Advanced Standing Unit block (in ADVF2000 or ADVF4200) according to the following conditions:

• If the Advanced Standing Unit Code does not already exist for the student, then the Unit is inserted into the Advanced Standing Unit block for the student record (with a Granting Status of APPROVED), and the associated Precedent details are inserted under the Precedent tab.
  
  
• If the Advanced Standing Unit Code already exists for the student but for a different Precedent ID, and the existing exemption institution for the Unit is the same as the selected Precedent's institution, then you have the option of inserting the new Precedent ID associated with the existing Advanced Standing Unit record(s) into the Advanced Standing Unit block. (Duplicate Advanced Standing Unit records are not inserted.) The existing Advanced Standing Unit record will then have two Precedent IDs associated with it (displayed under the Precedent tab).
  If the selected Precedent has an additional Advanced Standing Unit record(s) that doesn't already exist for the student then this Unit record is also inserted along with the associated Precedent ID. (See the previous point, above.)
  Note: The Granting Status of the existing Advanced Standing Unit record is not updated.
  Note: The 'Precedent institution' is displayed in the Institution field in the Precedent Relationship block on the Find Precedent page. The 'exemption institution' is displayed in the Institution field in the Advanced Standing Unit block in the ADVF2000 or ADVF4200 form.
  
  
• If the Advanced Standing Unit Code already exists for the student with an existing Precedent ID that is the same as the selected Precedent ID, then an error message is displayed and no records are inserted.
  
  
• If the Advanced Standing Unit Code already exists for the student and it has no existing Precedent ID, and the existing exemption institution for the Unit is the same as the selected Precedent's institution, then you have the option of inserting the new Precedent details under the Precedent tab for the existing Unit record. If the new Precedent has any Advanced Standing Unit records that don't already exist for the student, then these are inserted into the Advanced Standing Unit block along with the associated Precedent details.
  Note: The Granting Status of the existing Advanced Standing Unit record is not updated.
  
  
• If the Advanced Standing Unit Code already exists for the student with an existing Precedent ID, and the exemption institution for the Unit differs to the selected Precedent's institution, then an error message is displayed and no records are inserted.
  
  
• If the Advanced Standing Unit Code already exists for the student with no existing Precedent ID, and the exemption institution for the Unit differs to the selected Precedent's institution, then an error message is displayed and no records are inserted.

Advanced Standing Unit Level records for a selected Precedent are inserted into the Advanced Standing Unit Level block (in ADVF2000 or ADVF4200) according to the following conditions:

• If the Advanced Standing Unit Level does not exist for the student, then the Advanced Standing Unit Level is inserted into the Advanced Standing Unit Level block for the student record, and the associated Precedent details are inserted under the Precedent tab.
  
  
• If the Advanced Standing Unit Level already exists with a Granting Status of GRANTED, and the exemption institution for the Unit Level differs to the selected Precedent's institution, then you have the option of inserting a new Advanced Standing Unit Level record with the new exemption institution (along with the Precedent details under the Precedent tab). This may result in multiple Unit Level records with the same Unit Level value but a different exemption Institution.
  (If the exemption institution of the Unit Level is the same as the selected Precedent's institution, then an error message is displayed and no records are inserted.)
  
  
• If the Advanced Standing Unit Level already exists with a Granting Status other than GRANTED, and it has a Precedent ID that matches the selected Precedent ID, then you have the option of inserting the Advanced Standing Unit Level record. (Duplicate Advanced Standing Unit records are not inserted.)
  
  
• If the Advanced Standing Unit Level already exists with a Granting Status other than GRANTED and the existing Precedent ID for the Unit Level differs to the selected Precedent ID (or there is no existing Precedent ID), then you have the option of inserting the Advanced Standing Unit Level into the Advanced Standing Unit Level block, along with the associated Precedent details. This may result in multiple Unit Level records for the same Precedent ID. If the institution for the existing Advanced Standing record matches the institution defined for the Precedent relationship, then no duplicate Unit Level record is inserted and the existing Advanced Standing record is not updated (except for inserting the Precedent ID into the Precedent tab).
  Note: The Granting Status of the existing Advanced Standing Unit Level record is not updated.

Note: If you are adding the Advanced Standing Unit and/or Unit Level to ADVF2000 for a student, it may be transferred to ADVF4200 at the point when the student moves to the Enrolment stage.

Note: If attaching a Precedent of type 'Advanced Standing', the Precedent's Advanced Standing Source (if specified for the Precedent (PRDW0400)) is automatically added to the Advanced Standing Source field in the Basis Details tab in ADVF4200 or ADVF2000.

Rules/Notes:

You cannot insert a Precedent if that Precedent already exists for the context Person/ACAI in ADMF3240.