Public Trust Fee Protection
Public Trust Fee Protect Web Site
Public Trust offers a fee protection service for training providers. The service allows for student fees to be paid into a trust account. Then, when the fees are due, the money can be transferred from the trust account to the provider.
Currently a provider must manually enter student, enrolment and fee information onto the Public Trust Website. Public Trust then processes this information.
Meta Office and Public Trust have been working together to design an electronic system that gathers information already in Take2 and sends it to Public Trust to be processed.
Take2 users who are registered to use the Public Trust functionality can send data for multiple students to Public Trust via email, thus saving duplicate data entry and ensuring reliable data delivery.
Student and enrolment information is entered into Take2 in the normal way. The new Take2 functionality allows you to assign fees to enrolled students. The fee information entered is consistent with the information required by Public Trust. Take2 then allows you to create a batch file that is sent to Public Trust for processing.
Public Trust will then send back to you an email with the forms for the
students to sign attached to be printed out.
| ORDERING THE PUBLIC TRUST FEE PROTECTION APPLICATION |
| For pricing information please contact Take2: | ||
| Phone: | 04 939 1267 | |
| Email: | sales@meta-office.com | |
To start using the Public Trust functionality email your request, and attach your Take2 back-end file, to helpdesk@meta-office.com.
Meta Office will add the Public Trust Fee Protection functionality into your back-end file and return it to you along with the supporting Fee Protection documentation.
You will need to download the latest front-ends (Admin and Main modules) from
our Website in the Software Upgrades section.
| THE PUBLIC TRUST FEE PROTECTION PROCESS |
A student is added into Take2 and enrolled into a Programme.
A fee line is created for the student. The fee can be broken into five different categories: tuition, accommodation, bailment, living expenses and insurance fees. The information entered is consistent with Public Trusts requirements.
Using the Fee Trust Account module, you can select a list of students to process. You can view each student’s fee lines and update them if necessary.
Take2 then runs a validation to ensure the data is correct and ready to send to Public Trust. After validation you create a batch file containing the student, enrolment and fee information for each student.
This batch file is then emailed to Public Trust for processing.
| RECORDING FEES |
On the students Enrolment Details form there is a new sub-form called Trust Account. Here you can create, view and edit the fee information that will be sent to Public Trust for processing.
To make life even easier, processing fee information for multiple students can be done from the Fee Trust Account module.
| PROCESSING INFORMATION TO SEND TO PUBLIC TRUST |
A new module has been created in the Enrolment section of Take2 – Fee Trust Account. This module allows you to create, view and edit the fee information of each student and to create a batch file to email to Public Trust.
The Fees Trust Account module allows you to:
- Apply a filter to your list of students to get the students you wish to
process.
- Charge fee types and fee details for each student selected.
- Run a validation on these students to ensure the data is reliable and correct.
- Create a file containing the student, enrolment and fee details.
- Send this file to Public Trust for processing.
