Amanda Marshall October 30, :00 10:50

Transcription

1 Fee Assessment Amanda Marshall October 30, :00 10:50

2 Audio will only be available a ab for the instructor. Questions may be entered in the text chat window at any time during the session. Session Rules

3 Fee Assessment e Process Flow Fee Assessment Set-up Fee Assessment Rules Registration Fee Assessment Course Section Fees Housing and Meal Plan Fees Additional Fees Processing Assessments Batch Online Questions Topics for Discussion

4 Fee Assessment e Review e Resource Documentation Questions Additional OIIT Resources and Support Topics for Discussion

5 Fee Assessment Process Flow

6 Fee Assessment Set-Up

7 Fee Assessment e Set-Up Detail Code Control (ZSADETC) Build detail codes for tuition and related fees. Tuition Academic Fees Late Fees Housing Meal Plans Fee Assessment Set-Up

8 Fee Assessment Set-Up Term Control (SOATERM) Establish the term rules. Registration Fee Assessment Indicators Fee Assessment Indicators Term Dates Fee Assessment Set-Up

9 Fee Assessment Set-Up

10 Fee Assessment Set-Up

11 Housing Term Control o (SLATERM) Used to control assessments for housing, meal plan, and phone assessments and the effective date to be used for the assessments. Fee Assessment Set-Up

12 Fee Assessment Set-Up Enrollment Status Control (SFAESTS) Build enrollment status codes for the term. Fee Assessment Set-Up

13 Fee Assessment Set-Up Course Registration Status (SFARSTS) Create registration status code rules for each part of term. Fee Assessment Set-Up

14 Room Assignment Status (SLAASCD) SC Provides the ability to establish rules associated with room assignment status for a specified term. Fee Assessment Set-Up

15 Meal Assignment Status (SLAMSCD) Provides the ability to establish the rules associated with a student s meal status. Fee Assessment Set-Up

16 Phone Assignment Status (SLAPSCD) SC Used to provide the rules associated with a student s phone status. Fee Assessment Set-Up

17 Fee Assessment e Set-Up Schedule (SSASECT) Set the tuition and fee waiver indicator for those course with section fees assigned. Fee Assessment Set-Up

18 Fee Assessment Set-Up

19 Dorm Room and Meal Plan Application (SLARMAP) All housing application information originates and is entered/maintained d in this form. Fee Assessment Set-Up

20 Fee Assessment Set-Up

21 Fee Assessment Rules

22 Registration Fee Assessment Rules (SFARGFE) Used to build the rules for assessing tuition and fee charges for the term based on the defined d criteria. Built once per term. Rules may be copied from one term to another. Rules may be built based types. Student Campus Attribute Level Fee Assessment Rules

23 Registration Fee Assessment Rules (SFARGFE) A registration action must occur for the fees to assess for the term. Fee Assessment Rules

24 Registration Fee Assessment Rules (SFARGFE) Fee Assessment Rules

25 Room/Meal/Phone / o Rate Code Rules (SLALMFE) Used to assess charges for residence halls, meal plans, and/or telephone rates for a term. Consists of a page (screen) for room rates, meal rates, and phone rates. Fee Assessment Rules

26 Fee Assessment Rules

27 Schedule Detail (SSADETL) Provides the ability to assess charges for a course based on the student level when the student enrolls in the course. Select the type of charge Flat Credit Hour Duration Unit Billing Hours Fee Assessment Rules

28 Fee Assessment Rules

29 Registration Additional Fees Control (SFAAFEE) Provides the ability to add specific (optional) fees to the account of a particular student. Used when fees are not general enough to be assigned to a specific course section or through registration fee assessment. Fee Assessment Rules

30 Processing Assessments

31 Batch Batch Fee Assessment (SFRFASC) Assesses tuition and fees associated with registration for students in a term. Charges are placed on the student account when the process runs to successful completion. Processing Assessments

32 Processing Assessments

33 Batch Batch Room/Meal/Phone Assess (SLRFASM) Assesses room/meal/phone charges for students for a term or those who were not assessed online. Charges are automatically posted to the student account when the process completes successfully. Processing Assessments

34 Online Student Course Registration (SFAREGS) Used to enroll students for the term specified in courses and to assess tuition and fee charges for the term. Processing Assessments

35 Processing Assessments

36 Room Assignment (SLARASG) SG) Used to create and maintain the information pertaining to applicants room assignments. Processing Assessments

37 Meal Assignment (SLAMASG) SG) Used to create and maintain the information pertaining to the applicant s meal assignments for a range of terms. Processing Assessments

38 Review Assessments

39 Account Detail Review (TSAAREV) Used to view and/or update the student account with charges and/or payments. Review Assessments

40 Resource Documentation

41 UDC Academy ogin Requires a user ID and password Available Documentation Fee Assessment CBT Fee Assessment Workbook Location Management and Housing Workbook Resource Documentation

42 Questions

43 Your participation in this session is important to us. Please be sure to fill out the participant poll. Include your name and the names of all participants in the room with you and the institution name. Participant Poll

44 To create a new or update an existing production down, business interrupting (emergency) support request, call the OIIT Helpdesk immediately (toll free in Georgia) For anything else, contact the OIIT Helpdesk at (self-service support request) or helpdesk@usg.edu Note: Self-Service requires login using a user ID and password. Contact the OIIT Helpdesk at helpdesk@usg.edu to obtain self-service login credentials. Additional OIIT Resources and Support

45 We want to hear your questions, comments, and critiques. Please be sure to fill out the survey following the presentation. Survey