Please take a moment to review the information below pertaining to SF updates:

QRG Updates

• Understanding Item Types
  • Formatting changes have been made to reduce scrolling.
• Copy/Update 1098-T Table/Template
  • The Address Usage field has been added to the processing steps and no-audio video to reflect the encouraged use of SF_1098T.
• Create or Copy a Payment Plan
  • Under the Payment Plan Fee Tab section, an alert has been added that states: “If you want the Assessment Fee to be paid first, either that item type must be in a separate node than the Payment Plan Charge if numerically greater so it can be made higher priority in the CPL on the node level, or the item type must be numerically smaller than the Payment Plan Charge when in the same node so it can by higher priority within the node level on the CPL. Submit a ticket to SF Support for Tree Node changes and Item Type creation.”
• Student Self Service Select Charges to Pay Information
  • An alert has been added under the Payment by Charge (New Optional) section which states: “PAYALL CPL may be used with any SF Term Default. PAYNOFUT CPL, if used, should be used in combination with a SF Term Default Effective Date of the day Enrollment begins for that term.”
• Assign a Waiver for Multiple Students
  • An alert has been updated to reflect that this process only works with waivers that have no criteria.
• Enrollment Cancellation Population (aka Drop for Non-Payment)
  • The Aging Criteria step has been updated to reflect more information regarding the By Days radio button. “The By Days radio button can be used to pull students with balances a certain number of days past due based on their unique due dates, instead of a specific static date.”
• Request Missing Student National ID (SSN) Communications
  • Step 10 has been updated to indicate that the Check Duplicate Communication checkbox should be unchecked.
  • Step 18.C.III has been updated to the following information:
    • “Letter Code: B*3 (can be locally defined)
      • Note: We have localized the Letter Code so that the first letter will always be the letter 'B' and will end in the number '3'. The global Letter Code is B03. The asterisk above refers to your local, 1 Letter School Abbreviation.
• Term Rollover Checklist
  • Under Term Default, the Effective Date step has been updated to provide an updated example which states:
    • Enter the Effective Date.
      • This date must match the date that registration opens for the Term that you are adding.
        • Example: Winter 2024 registration at my college opens November 15th. I will enter 11/15/2023 for the Winter 2024 Term.

Canvas Updates

• Work is continuously being done on the SF100 and SF106 Canvas Courses.
• Please refer to the Accessing ctcLink Courses on Canvas page for more information regarding Canvas, including registration.

Previous 30 Days of Learning Opportunities

• January 8^th  CS Core and Student Financials Training: Enrollment Cancellation
• January 8^th  SF Work Session: 2024 1098-T Processing
• January 13^th  SF Work Session: 2024 1098-T Processing

Upcoming 30 Days of Learning Opportunities

• February 10^th - SF Work Session: 2024 1098-T Processing
• February 24^th - SF Training: Collections and Write-Off's

The Student Financials Learning Opportunities Recordings QRG is a comprehensive list of all previous SF-related recordings.

Previous SF DL Blasts can be found within Student Financials Resources.

On this day in Russian history…

Grigori Rasputin was born.