Reviewing Customer Accounts Student Financials Reviewing Customer Accounts

Reviewing Customer Accounts Welcome to… Reviewing Customer Accounts

Objectives Upon completion of this module, you will be able to: Review student account information Use the Student Services Center View biographic info about a student Assign and release service indicators Add comments to a student’s account

Activities To enable you to do this, you will: Practice navigating through the Student Financials menus Learn about positive and negative service indicators Use quick links to view and modify service indicators and comments Assign and release a service indicator Comment on a student’s account

Customer Accounts Two places to view student account info: View Customer Accounts component – staff view Student Services Center – student view

Let’s Take a Look

Stores bio/demo information for students, faculty, and staff. Admissions Academic Advisement Student Financials Financial Aid Student Records Campus Community Campus Community Stores bio/demo information for students, faculty, and staff. Names, addresses, phone numbers, national IDs, etc. Central hub of system.

Service Indicators Flags that either restrict or provide services to people. Negative – restricts a service No course registration No library privileges Cannot pay with checks Positive – provides a special service to someone who qualifies Priority registration Priority processing

Comments Comments are part of Campus Solutions 3Cs. Comments Checklists Communications Used to track important information that is not otherwise accounted for Called about error in billing statement. Charged $10,000, instead of $10.

Questions?

Let’s try it

User Name Student Name cstrn01 Brooklyn Student Financials Account 01 Baxter Student Financials Account 02 cstrn03 Barbara Student Financials Account 03 cstrn04 Barak Student Financials Account 04 cstrn05 Brandy Student Financials Account 05 cstrn06 Bruce Student Financials Account 06 cstrn07 Bahira Student Financials Account 07 cstrn08 Benny Student Financials Account 08 cstrn09 Becca Student Financials Account 09 cstrn10 Bain Student Financials Account 10 cstrn11 Bernice Student Financials Account 11 cstrn12 Bakari Student Financials Account 12 cstrn 13 Burley Student Financials Account 13 cstrn14 Bina Student Financials Account 14 cstrn15 Brighton Student Financials Account 15 cstrn16 Baako Student Financials Account 16 Send Evaluation

Remember Use the Student Services Center to see what the student sees.

Remember Click the Academic Information link in View Customer Account to see program, plan, and class enrollment info.

Remember Use Quick Links to manage service indicators or add comments

Remember When adding comments, use SFAC for the Administrative Function.

Remember Always enter Variable Data in order to add a comment.

Questions? ATtraining@ilstu.edu