Banner Student Fee Assessment

Introductions Name Organization Title/function Job responsibilities Banner experience Expectations Introductions The instructor will introduce himself/herself by describing his/her experience with: SCT Banner Banner [Product name] Higher Education The participants in the class will introduce themselves by sharing with the class: Name Organization Title/Function Job Responsibility Banner experience Banner [ Product name] experience And their expectations of the training session Write down the expectations of the class members at the beginning of the training session. That way, at the end, you will be able to see if all expectations have been met. If they are not to be met, explain why.

Course Goals The goal of this workbook is to provide you with the knowledge and practice to accurately assess fees for registered students After discussing the course goals, discuss the use of the associated workbook and how it will assist them during training and after they return to their institutions.

Agenda Overview Set Up Day-to-Day Question and Answer Discuss how the course will be structured…first going over the Set up (rule and validation forms) that are required for recruitment and application training. Followed by the discussion of the Day-to-Day procedures that are required to handle recruitment and application training.

Overview

Overview The bursar's office, in conjunction with the registrar's office is responsible for setting up the fee assessment control forms as they pertain to registration and billing

Process Introduction

Set Up

Set Up Objectives At the end of this section, you will be able to create the rules and set parameters used to process the data and develop the Fee Assessment control forms See page B-1 of workbook.

Rule and Validation Forms Enrollment Status Control Form (SFAESTS) Course Registration Status Form (SFARSTS) Registration Fee Assessment Rules Form (SFARGFE) Term Control Form (SOATERM) Registration Additional Fees Form (SFAAFEE) Access Banner and, selecting all or some of the above forms, displays and discuss how each is used. See Workbook - page B-2. Procedures/How to complete the above forms are located in Section B of workbook.

Set Up Review Which form is used to define Fee Assessment rules?

Day-to-Day Operations

Day-to-Day Objectives At the end of this section, you will be able to assess fees on-line assign fees to a student for a term See page C-1 in workbook.

Day-to-Day Process

Assessing Fees Online Student Course Registration Form (SFAREGS) Allows students to access fees and cost for registration Access Banner and enter data on form.

Reviewing the Student Course/Fee Assessment Query Student Course/Fee Assessment Query Form (SFAREGF) query-only form access through the Student Course Registration Form (SFAREGS) or through direct access displays a student’s registration and associated fees Access Banner and enter data on form.

Reviewing the Account Detail Account Detail Review Form (TSAAREV) Used for viewing and updating charges to a student's account.

Using the Fee Assessment Report Assists in troubleshooting and debugging fee assessment processing Lists various data values stored for a student that have the potential to meet registration assessment rule criteria Can be used as a tool for institutions to evaluate their processing rules or check on a specific group of students

Day-to-Day Review How do you control that Fee Assessment is done in batch only? How do you perform online Fee Assessment? What form is used to review a student’s account? Once enterprise fee rules are defined and assessed, fees can be assigned to each student for the semester. True or False Solicit answers from above questions from audience.

Course Summary/Review As a result of this course we have provided you with the knowledge and practice to accurately assess fees for registered students

Questions and Answers

Thank you for your participation

SunGard, the SunGard logo, SCT, the logo, and Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, Plus, and PocketRecruiter are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. © 2003-2004 SunGard