1. Reviewing Customer Accounts
Student Financials
Reviewing Customer Accounts

2. Reviewing Customer Accounts
Welcome to…
Reviewing Customer Accounts

3. 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

4. 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

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

6. Let’s Take a Look

7. 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.

8. 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

9. 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.

10. Questions?

11. Let’s try it

12. 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

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

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

15. Remember Use Quick Links to manage service indicators or add comments

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

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

18. Questions?