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Student Financials: Swapping/Dynamic/Refunds Listen & Learn

Purpose: Remediation WebEx Listen & Learn session for Swapping, Dynamic and Refunds

Audience: All College Staff

Swapping/Dynamic/Refunds Meeting Information

Gap Analysis (Listen & Learn)

Topic: Swapping/Dynamic/Refunds

Meeting Date/Time: March 22, 2017 1:00 - 2:30pm

Meeting Facilitator: Elizabeth Lewandowski

Meeting Information: Swapping/Dynamic/Refunds WebEx Recording

Meeting Objectives

Gap Analysis / Requirements Gathering  The goal of this meeting is to gain a mutual understanding of the identified remediation gap and to document any requirements necessary for the remediation of that gap.  

Key CS Modules Involved

  • Student Financials
    • Refunds
  • Enrollment Services

Meeting Notes and Decisions

  1. SWAP Function
    1. SWAP function works as designed.
    2. Colleges would like a meeting to discuss developing a business practice as this functionality is different than Legacy.
      1. When to us SWAP vs add/drop
      2. When not to use it
  2. Dynamic Dates
    1. Would like a report similar to the one used in Legacy to provide last day for refunds and “W” on transcripts.
      1. It was recommended that the colleges submit the request for a query.
    2. More training needed on Dynamic Date screens.
    3. More training on OEE Dynamic Date classes.
  3. Basic Skills
    1. No adjustment calendar for ABE.
    2. Dept. of Correction students should not be charged for ABE classes.
    3. Additional training needed.

Related Concerns or Issues not in Critical Issues Lists or Remediation Tickets

  • None

Topics and Associated Remediation Tickets


Ticket # Requirement ID Requirement Description Assoc. Topic
21515 SF28-Calculation of Tuition, Earnings and Other Charges For dropped classes, charges for students are processed based on user-defined business rules (e.g., if student drops a class in the zero percent refund period and charges are unpaid, open balance stays on account).


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