Financial Commitments to Students: New M-Pathways Tools Student Administration Unit Liaison Meeting Wednesday, March 23; 8:30-10:30 AM 2029 Kipke.

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Presentation transcript:

Financial Commitments to Students: New M-Pathways Tools Student Administration Unit Liaison Meeting Wednesday, March 23; 8:30-10:30 AM 2029 Kipke

What We’ll Cover What are Financial Commitments to Students? FC2S Project Status Demonstration Business Reengineering & Training Q & A

What is FC2S? Same as “FA FARM” (project name) Common campus-wide need to track financial commitments to students across types (scholarship/fellowships, GSAs, benefits) and years Different roles interact with commitments (e.g., admissions recruitment, fiscal management, student services); needed coordinated view.

Recruit Students Financial Commitments Reconciliation/GL Scholarships/ Fellowships GSA Appointments Benefits A key part of the student financial support business cycle…

What is FC2S? Common tool that could be used across campus proposed to be built in HEPROD/M- Pathways. Here’s a quick overview:

FC2S Project Status Foundational functionality complete: – Define funding availability by Shortcode (and “placeholder” commitments) – Enter commitments student-by-student Auto calculate tuition/fees, GSA appointments, benefits – View and filter student commitment populations – Track commitment fiscal projections

FC2S Project Status Development in progress: Automate load of scholarships/fellowships/grants to Award Entry Commitment “template” to assign standard multi-year plan Annual automated update to calculated tuition/fees, GSAs and benefits (if rates increase) M-Reports to tie Commitment, Award, and GL information into combined view GSRA average

FC2S Project Status Gleam in Our Eyes: Integration with eRecruit GSA appointment/reappointment process Integration with fellowship benefits Inclusion in Student Administration Next Generation Data Warehouse

FC2S Demo Let’s take a peek.

Business Reengineering & Training Ready for “general release” in 2-3 months Comprehensive training program to learn tool and reengineer business in development – Multiple training sessions with pre- and post training exercises, labs – Each person involved in dept’s commitment process needs training to effectively utilize FC2S Will communicate to campus when ready for general release

Questions? Comments? Suggestions?