How to Process Student Accounting Forms
Summary
Label | Description |
|---|---|
| Business Process | Processing online student accounting forms |
| Prerequisites | Student must have enrolled in Direct Deposit |
| Description | This process will walk you through the steps to review and process forms through the support center. |
Introduction Info
Link to the Support Portal: https://mysdccd.atlassian.net/servicedesk/customer/user/login?destination=portals
Instructions:
| Step | Instructions |
|---|---|
| 1 | Students will be able to submit requests to revoke their Direct Deposit at https://www.sdccd.edu/students/forms-and-documents.aspx |
| 2 | Visit https://mysdccd.atlassian.net/servicedesk/customer/user/login?destination=portals or click on the link in the email to get to the support portal. You may be asked to login:
Be sure to use your college's accounting office email to sign in. |
| 3 | Once you login you'll be taken to the Help Center homepage. From here, click on the "Requests" button in the top right:
|
| 4 | Then click on "Approvals"
|
| 5 | This will take you to your form queue. From here you will be able to see all your requests pending.
Click on the Summary name to view that form. Status column indicates the current status of the form: STUDENT ACCT REVIEW - Form needs to be viewed WAITING FOR STUDENT - Waiting for response/feedback from Student |
| 6 | Here you will see information about the student as well as the petition/form in the "Activity" section
|
| 7 |
In the activity section you can view the form that they submitted by clicking on the block in the first comment as well as any communication between your office and the student. If you need to send the student an email you can use the comment feature here and click on "Save" |
| 8 | Once you revoke the student's direct deposit in Campus Solutions, you can click on "Approve" to process the form. This will automatically inform the student it's been completed and will remove it from your queue:
|
| 9 | To go back to your queue, click on "Requests" → Approvals again
|
| 10 | To view your completed requests, click on "Waiting for my approval" and change it to Approvals History
|
