Name Type Display in Campus Solutions

Purpose: This document provides information on which Name Type displays for students and staff throughout various pages in the Campus Solutions pillar

Audience: Campus Solutions staff

Note: The following sections provide information for the most commonly used pages throughout Campus Solutions. This information is subject to change with Oracle Image updates and system enhancements. Users may be confused by the multiple results displayed using the Global Search bar on home pages.

For any page where the Preferred name is listed, the system will default to their Primary name if the individual does not have a Preferred name saved.

Campus Community
Personal Information
Page Navigation Name Displayed
Names Main Menu > Campus Community > Personal Information > Biographical > Names
Primary
Addresses
Main Menu > Campus Community > Personal Information > Biographical > Addresses/Phone > Addresses
Primary
Electronic Addresses
Main Menu > Campus Community > Personal Information > Biographical > Addresses/Phone > Electronic Addresses
Primary
Phone
Main Menu > Campus Community > Personal Information > Biographical > Addresses/Phone > Phone
Primary
Ethnicity
Main Menu > Campus Community > Personal Information > Biographical > Personal Attributes > Ethnicity
Primary
FERPA
Main Menu > Campus Community > Personal Information > Biographical > Person FERPA > FERPA
Primary

Emergency Contacts

Main Menu > Campus Community > Personal Information > Biographical > Emergency Contacts
Primary
Relationships
Main Menu > Campus Community > Personal Information > Biographical > Relationships > Relationships
Primary
Accommodation Data
Main Menu > Campus Community > Personal Information > Health Information > Accommodation Data
Primary
Immunizations
Main Menu > Campus Community > Personal Information > Health Information > Immunizations and Health
Primary
Citizenship and Passport
Main Menu > Campus Community > Personal Information > Identification > Citizenship > Citizenship and Passport
Primary
Visa Permit
Main Menu > Campus Community > Personal Information > Identification > Citizenship > Visa Permit Data
Primary
External System ID
Main Menu > Campus Community > Personal Information > Identification > External System ID
Primary
Residency Data
Main Menu > Campus Community > Personal Information > Identification > Residency Data
Primary
Photo
Main Menu > Campus Community > Personal Information > Identification > Photo
Primary
Athletic Participation
Main Menu > Campus Community > Personal Information > Participation Data > Athletic Participation
Primary
Extracurricular Activities
Main Menu > Campus Community > Personal Information > Participation Data > Extracurricular Activities
Primary
Add/Update a Person
Main Menu > Campus Community > Personal Information > Add/Update a Person
Primary
Personal Information (Student)
Page Navigation Name Displayed
Names
Main Menu > Campus Community > Personal Information (Student) > Biographical (Student) > Names
Primary
Addresses
Main Menu > Campus Community > Personal Information (Student) > Biographical (Student) > Addresses/Phone (Student) > Addresses
Primary
Electronic Addresses
Main Menu > Campus Community > Personal Information (Student) > Biographical (Student) > Addresses/Phone (Student) > Electronic Addresses
Primary
Phone
Main Menu > Campus Community > Personal Information (Student) > Biographical (Student) > Addresses/Phone (Student) > Phone
Primary
Ethnicity
Main Menu > Campus Community > Personal Information (Student) > Biographical (Student) > Personal Attributes > Ethnicity
Primary
FERPA
Main Menu > Campus Community > Personal Information (Student) > Biographical (Student) > Person FERPA > FERPA
Primary
Emergency Contacts
Main Menu > Campus Community > Personal Information (Student) > Biographical (Student) > Emergency Contacts
Primary
Relationships
Main Menu > Campus Community > Personal Information (Student) > Biographical (Student) > Relationships > Relationships
Primary
Accommodation Data
Main Menu > Campus Community > Personal Information (Student) > Health Information (Student) > Accommodation Data
Primary
Immunizations
Main Menu > Campus Community > Personal Information (Student) > Health Information (Student) > Immunizations and Health
Primary
Citizenship and Passport
Main Menu > Campus Community > Personal Information (Student) > Identification (Student) > Citizenship > Citizenship and Passport
Primary
Visa Permit
Main Menu > Campus Community > Personal Information (Student) > Identification (Student) > Citizenship > Visa Permit Data
Primary
External System ID
Main Menu > Campus Community > Personal Information (Student) > Identification (Student) > External System ID
Primary
Residency Data
Main Menu > Campus Community > Personal Information (Student) > Identification (Student) > Residency Data
Primary
Photo
Main Menu > Campus Community > Personal Information (Student) > Identification (Student) > Photo
Primary
Athletic Participation
Main Menu > Campus Community > Personal Information (Student) > Participation Data (Student) > Athletic Participation
Primary
Extracurricular Activities
Main Menu > Campus Community > Personal Information (Student) > Participation Data (Student) > Extracurricular Activities
Primary
Add/Update a Person
Main Menu > Campus Community > Personal Information (Student) > Add/Update a Person
Primary
Checklists
Page Navigation Name Displayed
Checklist Management – Person
Main Menu > Campus Community > Checklists > Person Checklists > Checklist Management - Person
Primary
Person Checklist Summary
Main Menu > Campus Community > Checklists > Person Checklists > Person Checklist Summary
Primary
Communications
Page
Navigation
Name Displayed
Communication Management
Main Menu > Campus Community > Communications > Person Communications > Communication Management
Primary

Communication Summary

Main Menu > Campus Community > Communications > Person Communications > Communication Summary
Primary
Comments
Page
Navigation
Name Displayed
Person Comment Entry
Main Menu > Campus Community > Comments > Comments - Person > Person Comment Entry
Primary
Person Comment Summary
Main Menu > Campus Community > Comments > Comments - Person > Person Comment Summary
Primary
Service Indicators
Page
Navigation
Name Displayed
Manage Service Indicators
Main Menu > Campus Community > Service Indicators > Person > Manage Service Indicators
Primary
Audit Service Indicators
Main Menu > Campus Community > Service Indicators > Person > Audit Service Indicators
Primary
Mass Assign
Main Menu > Campus Community > Service Indicators > Person > Mass Assign
Primary
Mass Release
Main Menu > Campus Community > Service Indicators > Person > Mass Release
N/A – no name displays
Service Indicators (Student)
Page
Navigation
Name Displayed
Manage Service Indicators
Main Menu > Campus Community > Service Indicators (Student) > Manage Service Indicators
Primary
Audit Service Indicators
Main Menu > Campus Community > Service Indicators (Student) > Audit Service Indicators
Primary
Mass Assign
Main Menu > Campus Community > Service Indicators (Student) > Mass Assign
Primary
Mass Release
Main Menu > Campus Community > Service Indicators (Student) > Mass Release
N/A – no name displays
Task Management Workcenter
Page
Navigation
Name Displayed
Task List
Main Menu > Campus Community > Task Management Workcenter > Task List
Primary
Assign Tasks
Main Menu > Campus Community > Task Management Workcenter > Assign Tasks
Primary
View Task Activity Main Menu > Campus Community > Task Management Workcenter > View Task Activity
Primary
Student Services Center
Page
Navigation
Name Displayed
Student Services Center
Main Menu > Campus Community > Student Services Center
Preferred – in headers on pages/tabs throughout, Primary – in the search results grid
Student Services Center (Student)
Page
Navigation
Name Displayed
Student Services Ctr (Student)
Main Menu > Campus Community > Student Services Ctr (Student)
Preferred – in headers on pages/tabs throughout, Primary – in search results grid
Student Recruiting
Page
Navigation
Name Displayed
Create/Update Prospects
Main Menu > Student Recruiting > Maintain Prospects > Create/Update Prospects
Primary
Create/Update Recruiters
Main Menu > Student Recruiting > Student Recruiters > Create/Update Recruiters
Primary
Recruiter Summary 
Main Menu > Student Recruiting > Student Recruiters > Summaries > Recruiter Summary
Primary
Student Admissions
Page
Navigation
Name Displayed
Add Application
Main Menu > Student Admissions > Application Entry > Add Application
Primary
Maintain Applications
Main Menu > Student Admissions > Application Maintenance > Maintain Applications
Primary
Application Evaluation

Main Menu > Student Admissions > Application Evaluation > Application Evaluation

Primary
Records and Enrollment
Enroll Students
Page
Navigation
Name Displayed
Quick Enroll a Student
Main Menu > Records and Enrollment > Enroll Students > Quick Enroll a Student
Primary
Quick Admit a Student
Main Menu > Records and Enrollment > Enroll Students > Quick Admit a Student
Primary
Student Milestones
Main Menu > Records and Enrollment > Enroll Students > Student Milestones
Primary
Student OEE Enroll Data
Main Menu > Records and Enrollment > Enroll Students > Student OEE Enroll Data
Primary
Enrollment
Main Menu > Records and Enrollment > Enroll Students > Enrollment
Primary

Enrollment Request

Main Menu > Records and Enrollment > Enroll Students > Enrollment Request
Primary
Enrollment Request Search
Main Menu > Records and Enrollment > Enroll Students > Enrollment Request Search
N/A - no name displays
Block Enroll Merge
Main Menu > Records and Enrollment > Enroll Students > Block Enroll > Block Enroll Merge
Primary
Create Student Block
Main Menu > Records and Enrollment > Enroll Students > Block Enroll > Create Student Block
Primary
Student Term Information
Page
Navigation
Name Displayed
Term Activate a Student
Main Menu > Records and Enrollment > Student Term Information > Term Activate a Student
Primary
Student Grades
Main Menu > Records and Enrollment > Student Term Information > Student Grades
Primary
Term History
Main Menu > Records and Enrollment > Student Term Information > Term History
Primary
Student Incomplete
Main Menu > Records and Enrollment > Student Term Information >  > Student Incomplete
Primary
Career and Program Information
Page
Navigation
Name Displayed
Student Program/Plan
Main Menu > Records and Enrollment > Career and Program Information > Student Program/Plan
Primary
Student Groups
Main Menu > Records and Enrollment > Career and Program Information > Student Groups
Primary
View Student Groups by Student
Main Menu > Records and Enrollment > Career and Program Information > View Student Groups by Student
Primary
Process Student Groups
Main Menu > Records and Enrollment > Career and Program Information > Process Student Groups
Primary
Enrollment Summaries
Page
Navigation
Name Displayed
Enrollment Summary
Main Menu > Records and Enrollment > Enrollment Summaries > Enrollment Summary
Primary
Term Processing
Page
Navigation
Name Displayed
Class Permissions
Main Menu > Records and Enrollment > Term Processing > Class Permissions > Class Permissions
Primary – both instructor and student
Term Withdrawal Run Status
Main Menu > Records and Enrollment > Term Processing > Withdrawal and Cancellation > Term Withdrawal Run Status
Primary
Term Activation Batch Process
Main Menu > Records and Enrollment > Term Processing > Term Activation > Term Activation Batch Process
Primary
Student Enrollment Appointment
Main Menu > Records and Enrollment > Term Processing > Appointments > Student Enrollment Appointment
Primary
Repeat Checking
Main Menu > Records and Enrollment > Term Processing > End of Term Processing > Repeat Checking
N/A – no name displays
Acad Standing/Honors & Awards
Main Menu > Records and Enrollment > Term Processing > End of Term Processing > Acad Standing/Honors & Awards
N/A – no name displays

Honors and Awards

Main Menu > Records and Enrollment > Term Processing > End of Term Processing > Honors and Awards
Primary
Enrollment Reporting
Page
Navigation
Name Displayed
Student Consolidated Stats
Main Menu > Records and Enrollment > Enrollment Reporting > Consolidated Statistics > Student Consolidated Stats
Primary
Veterans Benefit Summary
Main Menu > Records and Enrollment > Enrollment Reporting > Veterans Benefit Reporting > Veterans Benefit Summary
Primary
Enrollment Certification
Main Menu > Records and Enrollment > Enrollment Reporting > Veterans Benefit Reporting > Enrollment Certification
Primary
Veterans Tuition Worksheet
Main Menu > Records and Enrollment > Enrollment Reporting > Veterans Benefit Reporting > Veterans Tuition Worksheet
Primary
Enrollment Verifications
Page
Navigation
Name Displayed
Enrollment Verification
Main Menu > Records and Enrollment > Enrollment Verifications > Enrollment Verification
Primary
Transcripts
Page
Navigation
Name Displayed
Request Transcript Report
Main Menu > Records and Enrollment > Transcripts > Request Transcript Report
Primary
Transcript Text
Main Menu > Records and Enrollment > Transcripts > Transcript Text
Primary
Electronic Transcript Request
Main Menu > Records and Enrollment > Transcripts > Electronic Transcripts > Electronic Transcript Request
Primary
Process Transcripts
Main Menu > Records and Enrollment > Transcripts > Batch Transcripts > Process Transcripts
Primary
Graduation
Page
Navigation
Name Displayed
Student Degrees
Main Menu > Records and Enrollment > Graduation > Student Degrees
Primary
Honors and Awards
Main Menu > Records and Enrollment > Graduation > Honors and Awards
Primary
Transfer Credit Evaluation
Page
Navigation
Name Displayed
Course Credits – Manual
Main Menu > Records and Enrollment > Transfer Credit Evaluation > Course Credits - Manual
Primary
Course Credits – Automated
Main Menu > Records and Enrollment > Transfer Credit Evaluation > Course Credits - Automated
Primary
Test Credits – Manual
Main Menu > Records and Enrollment > Transfer Credit Evaluation > Test Credits - Manual
Primary
Test Credits - Automated
Main Menu > Records and Enrollment > Transfer Credit Evaluation > Test Credits - Automated
Primary
Other Credits – Manual
Main Menu > Records and Enrollment > Transfer Credit Evaluation > Other Credits - Manual
Primary
External Education
Main Menu > Records and Enrollment > Transfer Credit Evaluation > External Education
Primary
Test Results
Main Menu > Records and Enrollment > Transfer Credit Evaluation > Test Results
Primary
Transfer Credit Summary
Main Menu > Records and Enrollment > Transfer Credit Evaluation > Transfer Credit Summary
Primary
Student Background Information
Page
Navigation
Name Displayed
Student Advisor
Main Menu > Records and Enrollment > Student Background Information > Student Advisor
Primary
Advising Notes
Main Menu > Records and Enrollment > Student Background Information > Advising Notes
Primary – both student and staff in the “Assigned To” field
Curriculum Management
Course Catalog
Page
Navigation
Name Displayed
Browse Catalog
Main Menu > Curriculum Management > Course Catalog > Browse Catalog

N/A – no name displays

Course Catalog
Main Menu > Curriculum Management > Course Catalog > Course Catalog 

N/A – no name displays

Schedule of Classes
Page
Navigation
Name Displayed
Class Search
Main Menu > Curriculum Management > Schedule of Classes > Class Search
Preferred – instructor
Schedule New Course
Main Menu > Curriculum Management > Schedule of Classes > Schedule New Course
Primary
Maintain Schedule of Classes
Main Menu > Curriculum Management > Schedule of Classes > Maintain Schedule of Classes
Primary
Schedule Class Meetings

Main Menu > Curriculum Management > Schedule of Classes > Schedule Class Meetings

Primary
Class Roster
Page
Navigation
Name Displayed
Class Roster
Main Menu > Curriculum Management > Class Roster > Class Roster
Preferred – both instructor and student
Print Class Roster
Main Menu > Curriculum Management > Class Roster > Print Class Roster
Preferred – student, Primary – instructor
Attendance Roster
Page
Navigation
Name Displayed
Attendance Roster by Class
Main Menu > Curriculum Management > Attendance Roster > Attendance Roster by Class
Primary – both instructor and student
Attendance Roster by Student
Main Menu > Curriculum Management > Attendance Roster > Attendance Roster by Student
Primary
Grading
Page
Navigation
Name Displayed
Grade Roster

Main Menu > Curriculum Management > Grading > Grade Roster

Preferred
Grade Roster Report
Main Menu > Curriculum Management > Grading > Grade Roster Report
Preferred
Instructor/Advisor Information
Page
Navigation
Name Displayed
Instructor Schedule
Main Menu > Curriculum Management > Instructor/Advisor Information > Instructor Schedule
Primary
Instructor Term Workload
Main Menu > Curriculum Management > Instructor/Advisor Information > Instructor Term Workload
Primary
Instructor/Advisor Table
Main Menu > Curriculum Management > Instructor/Advisor Information > Instructor/Advisor Table
Primary
Faculty Workload
Page
Navigation
Name Displayed
Maintain Faculty Workload
Main Menu > Curriculum Management > CTC Custom > Faculty Workload > Faculty Workload Transaction > Maintain Faculty Workload
Primary
Department Term Summary

Main Menu > Curriculum Management > CTC Custom > Faculty Workload > Faculty Workload Transaction > Department Term Summary

Primary
FWL Calculation Process
Main Menu > Curriculum Management > CTC Custom > Faculty Workload > Faculty Workload Processing > FWL Calculation Process
Primary
FWL Contract Generation
Main Menu > Curriculum Management > CTC Custom > Faculty Workload > Faculty Workload Processing > FWL Contract Generation
Primary

FWL Mass Approval

Main Menu > Curriculum Management > CTC Custom > Faculty Workload > Faculty Workload Processing > FWL Mass Approval
Primary
CampusCE
Page
Navigation
Name Displayed
CampusCE Transaction Mgmt
Main Menu > Curriculum Management > CTC Custom > CampusCE > CampusCE Transaction Mgmt
Primary
Student Alert
Page
Navigation
Name Displayed
Create Student Alert
Main Menu > Curriculum Management > CTC Custom > Student Alert > Create Student Alert
Primary
Academic Advisement
Page
Navigation
Name Displayed
Request Advisement Report – Report Request
Main Menu > Academic Advisement > Student Advisement > Request Advisement Report - Report Request
Primary
Request Advisement Report – View Report
Main Menu > Academic Advisement > Student Advisement > Request Advisement Report - View Report
Preferred
Request Advisement Report – View Report PDF
Main Menu > Academic Advisement > Student Advisement > Request Advisement Report – View Report PDF
Primary
Authorize Student Exceptions
Main Menu > Academic Advisement > Student Advisement > Authorize Student Exceptions
Primary
Create Course Substitution

Main Menu > Academic Advisement > Student Advisement > Create Course Substitution

Primary
Advising Notes
Main Menu > Academic Advisement > Student Advisement > Advising Notes
Primary – both student and staff in the “Assigned To” field
Faculty Center
Page
Navigation
Name Displayed
My Schedule
Portal > Faculty Center > My Schedule
Preferred
View Personal Data Summary
Portal > Faculty Center > My Schedule > View Personal Data Summary
Preferred
View Textbook Summary
Portal > Faculty Center > My Schedule > View Textbook Summary
Preferred
View Exam Schedule
Portal > Faculty Center > My Schedule > View Exam Schedule
Preferred
Class Roster
Portal > Faculty Center > Class Roster
Preferred – both instructor and student
Grade Roster
Portal > Faculty Center > Grade Roster
Preferred – both instructor and student
Contract Info
Portal > Faculty Center > Contract Info
Preferred
View Contract
Portal > Faculty Center > Contract Info > View Contract
Primary
Class Search
Portal > Faculty Center > Search > Class Search
Preferred
HighPoint Message Center
Page
Navigation
Name Displayed
Create a Thread
Main Menu > HighPoint > Message Center > Create a Thread
Primary – for students, User Profile Display Name – for staff/thread creator
Search for Threads
Main Menu > HighPoint > Message Center > Search for Threads
Primary
Thread Inquiry
Main Menu > HighPoint > Message Center > Thread Inquiry
Primary
Financial Aid
Page
Navigation
Name Displayed
Maintain Student FA Term
Main Menu > Financial Aid > Financial Aid Term > Maintain Student FA Term
Primary
Maintain Term Budgets
Main Menu > Financial Aid > Budgets > Maintain Term Budgets
Primary
Create Student Budget
Main Menu > Financial Aid > Budgets > Create Student Budget
Primary
View Student Budget Summary
Main Menu > Financial Aid > Budgets > View Student Budget Summary
Primary
Maintain Student SAP Data
Main Menu > Financial Aid > Satisfactory Academic Progress > Maintain Student SAP Data
Primary
View Financial Aid Status
Main Menu > Financial Aid > View Financial Aid Status
Primary
Assign Awards to a Student
Main Menu > Financial Aid > Awards > Award Processing > Assign Awards to a Student
Primary
View Award Activity
Main Menu > Financial Aid > Awards > View Award Activity
Primary
Assign Packaging Variables
Main Menu > Navigator > Financial Aid > Awards > Award Processing > Assign Packaging Variables
Primary
Update Incoming Aggregates
Main Menu > Navigator > Financial Aid > Awards > Aggregates > Update Incoming Aggregates
Primary
View Award Activity
Main Menu > Navigator > Financial Aid > Awards > View Award Activity
Primary

Disburse Aid

Main Menu > Financial Aid > Disbursement > Disburse Aid
Primary
Disburse Aid With Override
Main Menu > Navigator > Financial Aid > Disbursement > Disburse Aid With Override
Primary
Manage Direct Loan Application
Main Menu > Financial Aid > Loans > Direct Lending Management > Manage Direct Loan Application
Primary
View Loan Processing Actions
Main Menu > Financial Aid > Loans > Direct Lending Management > View Loan Processing Actions
Primary
Reject Originations Report
Main Menu > Financial Aid > Loans > Direct Lending Reconciliation > Rejected Originations Report
Primary
Loans on Hold Report
Main Menu > Financial Aid > Loans > Direct Lending Reconciliation > Loans on Hold Report
Primary
Validation Errors Report
Main Menu > Financial Aid > Loans > Direct Lending Reconciliation > Validation Errors Report
Primary
View COD Data
Main Menu > Financial Aid > File Management > COD Full Participant > View COD Data
Primary
%Aid Year% Suspense Management
Main Menu > Financial Aid > File Management > ISIR Import > %Aid Year% Suspense Management
ISIR Data, Primary in ID Lookup
Correct %Aid Year% ISIR Records
Main Menu > Financial Aid > Federal Application Data > Correct %Aid Year% ISIR Records
Primary
Manage Pell Payment
Main Menu > Navigator > Financial Aid > Pell Payment > Manage Pell Payment
Primary
Create Worksheet
Main Menu > Navigator > Financial Aid > Return to Title IV Funds > Create Worksheet
Primary
Fund Roster
Main Menu > Navigator > Financial Aid > Fund Management > Fund Roster
Primary
WCG Eligibility & Archive Data
Main Menu > Navigator > Financial Aid > CTC Custom > CTC Interfaces > WA College Grant > WCG Eligibility View > WCG Eligibility & Archive Data
Primary
College Bound Eligibility View
Main Menu > Navigator > Financial Aid > CTC Custom > CTC Interfaces > College Bound Scholarship > College Bound Eligibility View
Primary
Student Financials  
General
Page
Navigation
Name Displayed
View Corporate Accounts
Main Menu > Student Financials > View Corporate Accounts – Account Details Link
Primary
View Customer Accounts
Main Menu > Student Financials > View Customer Accounts
Primary
View Item
Main Menu > Student Financials > View Item
Primary
View Item Due
Main Menu > Student Financials > View Item Due
Primary
View Item Line
Main Menu > Student Financials > View Item Line
Primary
Set Up SACR
Page
Navigation
Name Displayed
Tender Keys
Main Menu > Set Up SACR > Product Related > Student Financials > Cashiering > Tender Keys
Primary
Valid Cashiers
Main Menu > Set Up SACR > Product Related > Student Financials > Cashiering > Valid Cashiers
User Profile Display Name
Bill Customers
Page
Navigation
Name Displayed
Print Invoice
Main Menu > Student Financials > Bill Customers > Corporate Bills > Print Invoice
Primary
Review Invoice
Main Menu > Student Financials > Bill Customers > Corporate Bills > Review Invoice
Primary
Cashiering
Page
Navigation
Name Displayed
Post Student Payments
Main Menu > Student Financials > Cashiering > Post Student Payments
Primary
Review Corporate Payments
Main Menu > Student Financials > Cashiering > Review Corporate Payments
Primary
Review Corporate Receipts
Main Menu > Student Financials > Cashiering > Review Corporate Receipts
Primary
Review Student Payments
Main Menu > Student Financials > Cashiering > Review Student Payments
Primary – both student and staff
Review Student Receipts
Main Menu > Student Financials > Cashiering > Review Student Receipts
Primary – both student and staff
Charges and Payments
Page
Navigation
Name Displayed
Assign Student Permissions
Main Menu > Student Financials > Charges and Payments > Assign Student Permissions
Primary
Create Group Data Entries
Main Menu > Student Financials > Charges and Payments > Group Processing > Create Group Data Entries
Primary – student, emplID only for staff
Mass Select Transactions
Main Menu > Student Financials > Charges and Payments > Group Processing > Mass Select Transactions
Primary
Review Transactions
Main Menu > Student Financials > Charges and Payments > Group Processing > Review Transactions
Primary – student, emplID only for staff
Post Student Transaction
Main Menu > Student Financials > Charges and Payments > Post Student Transaction
Primary
Reverse Charge
Main Menu > Student Financials > Charges and Payments > Reversals > Reverse Charge
Primary
Reverse Corporate Charge
Main Menu > Student Financials > Charges and Payments > Reversals > Reverse Corporate Charge – Account Details Link
Primary
Reverse Corporate Payment
Main Menu > Student Financials > Charges and Payments > Reversals > Reverse Corporate Payment – Account Details Link
Primary
Reverse Payment
Main Menu > Student Financials > Charges and Payments > Reversals > Reverse Payment
Primary
View Payments
Main Menu > Student Financials > Charges and Payments > View Payments
Primary
Collections
Page
Navigation
Name Displayed
Collection Agreement
Main Menu > Student Financials > Collections > Collection Agreement
Primary
Review Credit History
Main Menu > Student Financials > Collections > Credit History > Review Credit History
Primary
CTC Custom
Page
Navigation
Name Displayed
Generate Student Statements
Main Menu > Student Financials > CTC Custom > CTC SF Reports > Generate Student Statements
Primary – on page, Preferred on statement PDF
Payment Plans
Page Navigation Name Displayed
Assign
Main Menu > Student Financials > Payment Plans > Payment Plan > Assign
Primary
Review Results by Contract
Main Menu > Student Financials > Payment Plans > Payment Plan > Review Results by Contract
Primary
Assign
Main Menu > Student Financials > Payment Plans > Third Party Contract > Assign
Primary
Refunds
Page
Navigation
Name Displayed
Create Refund Vouchers
Main Menu > Student Financials > Refunds > AP Direct Deposit > Create Refund Vouchers
Primary
Review Vouchers
Main Menu > Student Financials > Refunds > AP Direct Deposit > Review Vouchers
Primary
Designate Sponsor
Main Menu > Student Financials > Refunds > Designate Sponsor
Primary
Report Batch Messages
Main Menu > Student Financials > Refunds > Process Batch Refunds > Report Batch Messages
Primary
Report Batch Refunds
Main Menu > Student Financials > Refunds > Process Batch Refunds > Report Batch Refunds
Primary
Review Batch Messages
Main Menu > Student Financials > Refunds > Process Batch Refunds > Review Batch Messages
Primary
Review Batch Refunds
Main Menu > Student Financials > Refunds > Process Batch Refunds > Review Batch Refunds
Primary
Student Refunds by Date
Main Menu > Student Financials > Refunds > Reverse and Cancel Refunds > Student Refunds by Date
Primary
Student Refunds by ID
Main Menu > Student Financials > Refunds > Reverse and Cancel Refunds > Student Refunds by ID
Primary
Review Sponsor Refunds by ID
Main Menu > Student Financials > Refunds > Review Sponsor Refunds by ID
Primary
Review Student by ID
Main Menu > Student Financials > Refunds > Review Student by ID
Primary
Sponsor Refund
Main Menu > Student Financials > Refunds > Sponsor Refund
Primary
Student Refund
Main Menu > Student Financials > Refunds > Student Refund
Primary
Taxes
Page
Navigation
Name Displayed
Edit 1098-T Data
Main Menu > Student Financials > Taxes > Edit 1098-T Data
Primary
Generate 1098-T
Main Menu > Student Financials > Taxes > Generate 1098-T
Primary
Review 1098-T Data
Main Menu > Student Financials > Taxes > Review 1098-T Data
Primary
Review 1098-T Messages
Main Menu > Student Financials > Taxes > Review 1098-T Messages
Primary
Review 1098-T Consent
Main Menu > Student Financials > Taxes > Revoke 1098-T Consent
Primary
1098-T Audit Report
Main Menu > Student Financials > Taxes > Tax Reports > 1098-T Audit Report
Primary
1098-T Form Print
Main Menu > Student Financials > Taxes > Tax Reports > 1098-T Form Print
Primary
Tuition and Fees
Page
Navigation
Name Displayed
Assign Student Waiver
Main Menu > Student Financials > Tuition and Fees > Assign Student Waiver
Primary
Review Fees After Calculation
Main Menu > Student Financials > Tuition and Fees > Calculate Batch Tuition > Review Fees After Calculation
Primary
Cancel Enrollment
Main Menu > Student Financials > Tuition and Fees > Cancellation > Cancel Enrollment
Primary
Review Cancellation Messages
Main Menu > Student Financials > Tuition and Fees > Cancellation > Review Cancellation Messages
Primary
Review Enrollment Cancellation
Main Menu > Student Financials > Tuition and Fees > Cancellation > Review Enrollment Cancellation
Primary
Student Running Start
Main Menu > Student Financials > Tuition and Fees > CTC Custom > Student Running Start
Primary
Tuition Charge Calculation
Main Menu > Student Financials > Tuition and Fees > CTC Custom > Tuition Charge Calculation
Primary
Equation Variables
Main Menu > Student Financials > Tuition and Fees > Equation Variables
Primary
Tuition Calculation
Main Menu > Student Financials > Tuition and Fees > Tuition Calculation
Primary