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Establishing Parent Relationship

Business Process: Establishing Parent Relationship

Module: Admissions and Records


Instructions:

This process is used to establish a parental relationship in Campus Solutions for PLUS loan processing.  The creation of the relationship from the student to the parent allows the parent bio/demo data to be pulled in for the related student’s ID.  This process involves two steps:  Creating the Parent ID and Establishing the Relationship.

Creating the Parent ID

 

StepAction
1.

Navigate to the Search/Match page.  To find the parent, use “Find an Existing Value” and use the search criteria provided. 

  • Search Type: select Person
  • Search Parameter: select SD_General
  • Click Search

...

StepAction
8.

When all information has been entered, click Save


Saving will generate an ID number.  The ID number will need to be notated on the Federal Parent Plus Loan form.


Establishing a Relationship

 

Navigation:  Campus Community > Personal Information > Biographical > Relationships > Relationships

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