Mass Assign/Release SF Service Indicators Based on Amount Past Due (B01)

Purpose: Use this document as a reference for how to mass assign Student Financials service indicators based on past due amount.

Audience: Student Financials Staff.

You must have at least one of these local college managed security roles:

  • ZD CC Service Indicators
  • ZZ CC Service Indicators

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

This process utilizes the Mass Assign/Mass Release Service Indicator pages and some flexible queries designed to assign any indicator the user has access to assign, based on the prompted criteria. This is to give the individual colleges a tool for controlling their application of policy in regards to what threshold assigns and releases a service indicator.  

It is recommended that you have separate run controls for your Mass Assign/Mass Release processes, so you can schedule them and they retain your entered values and do not conflict with each other.

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