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

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

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 Coeur d’Alene, Idaho

Session Agenda IT setup Student Accounts setup Demo Questions? State the main ideas you’ll be talking about and itemize all topics you plan to talk about. Coeur d’Alene, Idaho

Colleague web api setup Shared secret will match entry on WSPD Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

Colleague self-service configuration https://localhost/Student/Admin https://APIservername.nic.edu/ColleagueApi State the main ideas you’ll be talking about and itemize all topics you plan to talk about. Coeur d’Alene, Idaho

Role setup ORGR MRPR AROR ‘Self-service Administrator’ Student Accounts staff role MRPR Assign permissions to custom roles (such as student accts staff) AROR Assign roles to individual users Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

Colleague Self-service setup https://selfserviceserver.nic.edu/Student/Admin Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

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 State the main ideas you’ll be talking about and itemize all topics you plan to talk about. Coeur d’Alene, Idaho

parameters setup Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

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 Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

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. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

Setup forms used CONT. SFCM – Define how AR codes are grouped and displayed on the Student Finance Account Activity view. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

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. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

Setup forms used CONT. SFEP – Define parameters for payments that are processed on the Student Finance “Make a Payment” view. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

Setup forms used CONT. SFEP – Define parameters for payments that are processed on the Student Finance “Make a Payment” view. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

Setup forms used CONT. STFP – Determine how information is displayed on the Student Finance “make a Payment” and Account Activity views. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

Setup forms used CONT. SFPP – Define parameters for payments processed on the Student Finance “Make a Payment” view. Detail from STFP. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

Setup forms used CONT. SFDO – Define due date overrides for payment items displayed on the “Make a Payment” view. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

Setup forms used CONT. SFSP – Define parameters for student statements accessed from your Student Finance Account Activity view. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

Demo ARSP – This is what Colleague delivers as a student statement. It is very difficult to understand and decipher. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

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. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

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. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

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. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

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. Use this area to elaborate on each talking point. Coeur d’Alene, Idaho

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. Coeur d’Alene, Idaho

Questions??? Coeur d’Alene, Idaho

Thank You! Diana Plum Diana.plum@nic.edu Amy Mayer Amy.mayer@nic.edu Coeur d’Alene, Idaho