1. 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

2. 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

3. 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

4. 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

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

6. Colleague self-service configuration
State the main ideas you’ll be talking about and itemize all topics you plan to talk about.
Coeur d’Alene, Idaho

7. 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

8. Colleague Self-service setup
Use this area to elaborate on each talking point.
Coeur d’Alene, Idaho

9. 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

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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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

25. 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

26. 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

27. Questions???
Coeur d’Alene, Idaho

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