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

Step	Action

Step	Action
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

Step	Action

Step	Action
2.	In the Search Result Code field, enter SD_ALL_RESULTS

Step	Action

Step	Action
3.	Enter the following search criteria to locate the parent: National ID Last Name First Name Once those fields are complete, click Search

Step	Action

Step	Action
4.	If the search does not return any results, a pop up message will appear indicating the Search Criteria did not return any results. Proceed to Step 5. If the parent is found, proceed to the Establishing a Relationship section.

Step	Action

Step	Action
5.	Navigate to Add/Update a Person: Campus Community > Personal Information > Add/Update a Person. Click the Add a New Value tab Click Add NOTE: Leave the ID field as NEW. The ID number will be established when the bio/demo information is saved.

Step	Action

Step

Action

6.

Enter the Borrower Information from the Federal Parent Plus Loan form into the following fields on the Biographical Details tab.

First Name
Middle Name
Last Name
Date of Birth
Gender—select the appropriate gender from the meu
National ID
Address—select Mailing from the Address Type menu. Click Edit Address to enter the address
Phone—select Main from the Phone Type menu
Email—select Email from the Email Type menu

Step	Action

Step	Action
7.	Click the Citizenship link. Enter the following fields: Country—Enter USA Citizenship Status—from the dropdown menu, select the appropriate Citizenship from the Parent Plus Loan Form

Step	Action

Step	Action
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

Step	Action

Step

Action

9.

Navigate to the Relationships page. Check to see if a loan relationship already exists by entering the student’s ID number in the ID search criteria field under “Find an Existing Value”. If a relationship already exists, you’re done. If one does not exist, follow the steps below:

Click on the “Add a New Value” tab

Enter the ID number of the student.

Click Add

Step	Action

Step	Action
10.	Enter the Parent’s ID number in the Related ID Click Enter—this will populate the Name Select Parent Guardian from the Guardian menu. Click Save.

Step	Action

Step	Action
11.	End of job aid.