9.2 Request/Update a New External Organization (Third Party Contractor)
Purpose: Use this document as a guide to request a new (or update/edit) an external organization for the purpose of Third Party Contracts.
Audience: Student Financials Staff.
To request a new external organization or update/edit the information for a third party contractor, please let us know via the ticketing system.
- Log in to the Service Desk.
- Complete all applicable field on the Details page:
- Ticket request type = ctcLink Support > Campus Solutions > Student Financials > Payment Plans/Third Party Contract.
- Assign to: = Tech Group
- Subject = New third Party Contract External Organization Request
- Include the following information in the Request Detail text box:
- Full or Official name of organization
- Full address - including street address/P.O. Box #'s, city, state, postal code
- Primary contact name - First and last name
- Primary phone number including area code
- Email address
- Consider if you will be using an already established TPC Item type that will be used as payment to the student account or if a new (original to the new external organization - ie. "Higgenbottom Trust Scholarship") payment item type will be needed.
- If a new payment item type is needed, indicate within the Request Details field. An item type request form will be sent to you.
- The Student Financials Team will reach out with any questions and respond to the request as soon as they can.
- Process complete.