1. Banner Student
Fee Assessment

2. 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.

3. 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.

4. 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.

5. Overview

6. 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

7. Process Introduction

8. Set Up

9. 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.

10. 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.

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

12. Day-to-Day Operations

13. 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.

14. Day-to-Day Process

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

16. 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.

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

18. 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

19. 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.

20. 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

21. Questions and Answers

22. Thank you for your participation

23. 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. © SunGard