Assigning A Service Indicator
Assigning A Service Indicator
Label | Description |
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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 |
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1. | Click on [ ] then [ ] and navigate to to Campus Community -> Service Indicators (Student) -> Manage Service Indicators… |
Step | Action |
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2. | Enter the student’s ID into the “ID” field then click the “Search” button. |
Step | Action |
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3. | Click the “plus” sign or the “Add Service Indicator” link [] to add a Service Indicator. |
Step | Action |
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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 |
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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 |
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Your selection will populate into the “Service Ind Reason Code” field and a preset description will populate the “Description” field. |
Step | Action |
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6. | Enter the appropriate semester into the “Start Term” field (e.g. 2173 for the Spring 2017 semester). |
Step | Action |
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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 |
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8. | Use the “Comments” field to add additional information regarding the Service Indicator (limit 2,000 characters). |
Additional Information |
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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 |
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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 |
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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 |
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11. | End of job aid. |