CF.010.3 Manage Payment Plans

User Acceptance Test Overview

Payment plans are created or copied on a term by term basis.  This is due to the fact that each term a student receives new tuition and fee charges when they enroll.  Payment plans are a way of allowing the student to make payments on their tuition while attending classes.

Payment plans are intended for term fee charges (tuition, mandatory, course and class fees) where multiple students would be assigned to a payment plan, but could be used for other fees such as RT24 repayments or balances that have not been aged.

Business Process Flow Diagram(s)

Self-Paced Training Materials (Advanced Prep)

To prepare yourself in advance for the richest testing experience below are additional resources and (where applicable) links to relevant video content.  

Additional Resources


Instructor-Led Training Materials and Recordings

Minimum Test Case (Data) Scenarios:

  • Create payment plans with various number of payments (installments), billing cycles and plan types
    • Examples include; 2 installments, 3 installments, etc.
    • Examples include; bi-monthly, monthly or weekly
    • Examples include; calculated, existing or lump sum
  • Assign student manually or via self-service if that option is available in the above scenario
  • Error Condition: Student cannot be enrolled in more than one payment plan unless they are set up for different tyes of fees.
    • Expected Behavior: Message will be received.


Previous Step in the High Level UAT Framework:

Next Step in the High Level UAT Framework:

Links to User Acceptance Test 'How To' Information:

Overview of User Acceptance Testing

Security Matrix Mapping Information

The information below provides those completing the Security Matrix Mapping templates with the Menus, Pages and Role names needed to execute the User Acceptance Testing relevant to  this UAT guide.

CF.10.3 - SF Payment Plans

MENU: xxx>xx>x


PDF Version of Flow Diagram for Printing