Assigning A Service Indicator

Label	Description

Label	Description
Business Process	Service Indicators
Module	Student Financials
Prerequisites	Student must exist in PeopleSoft
Description	This Job Aid illustrates how to assign a Service Indicator to a student.

Instructions:

Step	Action

Step	Action
1.	Click on [ ] then [ ] and navigate to to Campus Community -> Service Indicators (Student) -> Manage Service Indicators…

Step	Action

Step	Action
2.	Enter the student’s ID into the “ID” field then click the “Search” button.

Step	Action

Step	Action
3.	Click the “plus” sign or the “Add Service Indicator” link [ ] to add a Service Indicator.

Step	Action

Step	Action
4.	Click on the magnifying glass next to the “Service Indicator Code” field [ ] to display a list of Service Indicator Codes. Click the appropriate Service Indicator Code (e.g. B23 Mesa Accounting Hold). Your selection will populate into the “Service Indicator Code” field.

Step	Action

Step	Action
5.	Click the magnifying glass next to the “Service Ind Reason Code” field [] to display a list of “Service Indicator Reasons”. Select the appropriate reason (e.g. Accounting - Hold Mesa)

Result of Step 5

Result of Step 5
Your selection will populate into the “Service Ind Reason Code” field and a preset description will populate the “Description” field.

Step	Action

Step	Action
6.	Enter the appropriate semester into the “Start Term” field (e.g. 2173 for the Spring 2017 semester).

Step	Action

Step	Action
7.	If there is a monetary value associated with the Service Indicator, enter it into the “Amount” field in the “Assignment Details” section.

Step	Action

Step	Action
8.	Use the “Comments” field to add additional information regarding the Service Indicator (limit 2,000 characters).

Additional Information

Additional Information
At the bottom of the “Add Service Indicator” page is the “Services Impacted” section, which, based on the type of Service Indicator, details how the Service Indicator affects the student.

Step	Action

Step	Action
9.	Click the “OK” button at the bottom left corner. You will be returned to the first page of the “Manage Service Indicators” process.

Step	Action

Step	Action
10.	Follow steps 3 thru 9 to add more Service Indicators to the same student. Note that the Student Indicator that was just placed is now summarized.

Step	Action

Step	Action
11.	End of job aid.