Student Manager 2013 Fall Kickoff! An ACEware Presentation

Today you’ll learn how to... Track Financial AidKeep Accurate Attendance RecordsEasily Bundle CoursesGenerate Transcripts

FINANCIAL AID MODULE

The Financial Aid Module requires an installation zip file Call your tech for details

Congratulations! One of your students has been awarded financial aid. Begin by awarding the aid to the student. Student Record Additional Info tab

Tip 1: Clicking the plus sign allows you to customize the list Tip 2: Always specify a type. It will make reporting and draws easier Enter the type of award

The award date is the date the financial aid was approved – not necessarily the date the award arrived Then fill in the award date

Used for your Financial Reporting EFC = Expected Family Contribution

Payment type: The payment type assigned to the payment when the award is applied to the student’s class. (This may be a good use for one of the six user defined payment types)

Total Expected is the amount you anticipate the student will receive from the awarding agency Total Expected:

Draw Tip: There may be multiple draws on an award Tip 2: The Draw Field displays the total of all recorded draws once they have been applied to a course (received) You will break the award into amounts (draws) that can be applied as payments to the student’s account

Example

Returned The amount of the award never given to the student. This amount is returned to the awarding agency. (Unused portion of the Award) This is typically not recorded until after all draws or transfers have been done.. At the end of the process.. Questions? ? ?

ATTENDANCE RECORDS NOTE: This is a $ 995 Optional Module

Track Attendance From the course screen

Create Attendance Once most students are registered...

Enroll the final students, & click Create Attendance a second time. This will only create records for anyone entered since the last time you clicked Create Attendance Have a late enrollee?

Record Attendance

Recording Attendance Enter records for a single date, or for all sessions

Recording Attendance From Registration…

Instructor access available via the web

Attendance Quick Reports F11

BUNDLING COURSES

Why would you bundle classes? Offer student’s money saving discountsEnsure students return for multiple classesEasier registrations Why?? To automate enrollment, improve retention build brand loyalty, simplify certificate program registration and MAKE MONEY! ! !

Two Package Types Package 1 All fees are set up on the 'parent' course Package 2 No fees are set up on the 'parent' course Tech programs: CNA Programs Phlebotomy (where it’s more handy To have fees at “Program Level”) Certificate Program Series or Package of related Classes: eg: Web Design

Set Up your “Child Classes” first Package 1 … Your package fee is 0

Set Up your “Child Classes” first Package 2 … Your package fee is the discounted rate

Set up your fee name preference If you pre-define this, the package setup Automatically selects this fee

Set Up Your Parent Course Select Package 1 Which allows you to attach child courses

Clicking “Add” allows you to select courses for the bundle Adding Courses to the Parent Course

Register Students So one “Registration” enrolls the student In ALL classes that are set up In the package

GENERATE TRANSCRIPTS

Transcripts can be run from Quick Reports, or...

Don’t forget... All transcripts can be customized with logos and details Instructor access available via the web

Don’t Forget the Wizard

QUESTIONS????

Upcoming Webinars ACEweb: What’s New and What’s Always been Awesome! Thurs, Oct 16th 1:00 pm central Our next webinar

..and Don’t Forget…. Intermediate (hands-on) Student Manager Training – Clayton State (Morrow, GA), Oct – Univ of Houston-Clear Lake, Oct – University of Akron (Akron, OH), Nov 6-7 – LeHigh Tech (Schnecksville, PA), Nov – ( hotel information IS NOW POSTED )

April 6-9, 2014 Hilton Garden Inn Manhattan, KS 2014 Conference If you liked this, you’ll love our conference! ACEware 2014 Conference

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