Step 0: Before You Start
Before using this guide, make sure you have:
Read and completed the manual “How to create other fees for a semester”
Permission to add or edit fees in the system
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This guide explains how to change fees, not how to create them.
What Is Phasing Out?
Phasing out means:
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Older students pay the old fee
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New students pay a new fee
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Some students stop paying the fee
You do this using rules.
Step 1: Open the Fee to Edit
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Go to Semester Other Fees.
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Find the fee you want to change.
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Click Edit.
Step 2: Check the Basic Details
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Check the Campus.
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Check the Semester.
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Choose the Other Fee Type
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Semester
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Graduation
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Choose the Student Type.
Student Type Options
You can choose:
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Physical – On campus
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Online – Online only
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International Physical – International, on campus
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International Online – International, online only
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Blended – Students that dont pay other fees
This decides which students the fee is for. The fee will apply only to students in that group
Step 3: Understand Cohort Rules
Cohort Rules let you charge fees based on:
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Entry year
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Entry semester
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Nationality (if needed)
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Time period
You can add many rules. Each rule controls one group of students.
Step 4: Add a New Rule
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Click Add Cohort Rule.
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A new rule opens.
You can add as many rules as you need.
Step 5: Fill in a Rule
For each rule:
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Leave Priority as it is.
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Make sure Active is ON.
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Choose the Entry Semester.
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Choose Entry Year (From).
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Choose Entry Year (To).
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Choose Nationality (only if needed).
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Choose Effective Start.
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Choose Effective End.
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Write a short Description.
This rule now applies to students who match these details.
Step 6: Add More Rules
You can repeat Step 4 and Step 5 to:
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Add rules for new students
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Add rules for old students
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Add rules for different years
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Add rules for different student types
There is no limit to how many rules you can add.
Step 7: Example
Example:
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Students who joined 2022–2023 → Pay the fee
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Students who joined 2024–2025 → Pay less
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Students who joined 2026 onwards → Do not pay
You create:
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One rule for each group
Step 8: Turn a Rule Off (If Needed)
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Turn Active OFF for a rule
This stops the fee for that group without deleting the rule.
Step 9: Remove a Rule (If Needed)
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Click Remove to delete a rule.
Use this only if the rule is not needed anymore.
Step 10: Save Your Changes
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Check all rules.
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Make sure dates and years are correct.
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Click Update Fee Details.
Important Things to Remember
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You can add many rules
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Rules control who pays and when
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Student Type is very important
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Always double-check:
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Entry Year
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Entry Semester
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Student Type
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Active status
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