self-service colleague student finance diana plum, manager of student accounts amy mayer, sr....

NWEUG2015

SELF-SERVICE COLLEAGUE STUDENT

FINANCE

Diana Plum, Manager of Student Accounts

Amy Mayer, Sr. Systems Analyst/Programmer

North Idaho College

7/30/2015

Business and Finance

Coeur d’Alene, Idaho

NWEUG2015

SESSION RULES OF ETIQUETTE

Please turn off you cell phone/pager

If you must leave the session early, please do so as discreetly as possible

Please avoid side conversation during the session

Thank you for your cooperation!

Coeur d’Alene, Idaho

NWEUG2015

INTRODUCTION

Purpose of this session: To gain basic understanding o the implementation of self-service student finance through a review of setup screens and demos

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NWEUG2015

SESSION AGENDA

1. IT setup

2. Student Accounts setup

3. Demo

4. Questions?

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COLLEAGUE WEB API SETUP► Shared secret will match entry on WSPD

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COLLEAGUE SELF-SERVICE CONFIGURATION

https://localhost/Student/Admin

► https://APIservername.nic.edu/ColleagueApi

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ROLE SETUP

ORGR ‘Self-service Administrator’

Student Accounts staff role

MRPR Assign permissions to custom roles (such as student accts staff)

AROR Assign roles to individual users

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COLLEAGUE SELF-SERVICE SETUP

https://selfserviceserver.nic.edu/Student/Admin

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SELF-SERVICE SETUP (CONT.)

► Theme editor/branding

► Define colors and logo (for statement)

► C:\Program Files(x86)\Ellucian\servername\Student\Content\Images

► Menus and pages

► Assign roles (defined in ORGR) to pages and menus to control who sees what

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PARAMETERS SETUP

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OTHER UI SETUP

HLKM: define a self-service URL and enter on UIPM as ‘Self service URL’

Also, enter the self-service URL defined on HLKM on SVCF for your WebAdvisor servlet

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STUDENT ACCOUNTS SETUP FORMS USED CSHS - Define the defaults and limits for each cashier. Most of

you will already have this set up in your systems.

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SETUP FORMS USED CONT. SFCM – Define how AR codes are grouped and displayed on

the Student Finance Account Activity view.

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SETUP FORMS USED CONT. SFCD – Specify the AR codes included in a group of charges

displayed on the Account Activity view. This is a detail screen from SFCM.

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SETUP FORMS USED CONT. SFEP – Define parameters for payments that are processed on

the Student Finance “Make a Payment” view.

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SETUP FORMS USED CONT. SFEP – Define parameters for payments that are processed on

the Student Finance “Make a Payment” view.

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SETUP FORMS USED CONT. STFP – Determine how information is displayed on the Student

Finance “make a Payment” and Account Activity views.

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SETUP FORMS USED CONT. SFPP – Define parameters for payments processed on the

Student Finance “Make a Payment” view. Detail from STFP.

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SETUP FORMS USED CONT. SFDO – Define due date overrides for payment items displayed

on the “Make a Payment” view.

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SETUP FORMS USED CONT. SFSP – Define parameters for student statements accessed

from your Student Finance Account Activity view.

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DEMO ARSP – This is what Colleague delivers as a student statement.

It is very difficult to understand and decipher.

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DEMO SFAV – This is the new screen where the Student Accounts personnel can see

exactly what the student sees when accessing their statement of account.

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DEMO SFAV – This is the new screen where the Student Accounts personnel can see

exactly what the student sees when accessing their statement of account.

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DEMO SFAV – This is the new version the student statement. It is so much easier to read and

understand. It breaks the charges down and gives the student their class schedule.

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DEMO SFAV Cont. – It will even subtract the anticipated financial aid from the overall

charges letting the student know exactly what they owe for the semester.

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NWEUG2015

SESSION SUMMARY

IT ‘gotchas’ – role assignments

As soon as we launched the Student Finance view, the student comments were very positive and they loved the new look. They commented on how easy the statements were to understand. We even received a number of positive comments from Parents and our Sponsors.

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QUESTIONS???

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THANK YOU!Diana Plum

Diana.plum@nic.edu

Amy Mayer

Amy.mayer@nic.edu

Coeur d’Alene, Idaho