Student Finance User Group Meeting Agenda
March 22nd, 2017 9:00 AM to 11:00 AM
Ph# 701-328-1601Conf ID:65200#
Minutes assigned to:Minot
Present: CTS, BSC, DCB, DSU, LRSC, MaSU, MiSU, NDSCS, NDSU, UND, WSC
Old Business:
- Campus Community Updates-Chelsea
-Oracle 12C upgrade
-
- Collections message on student center view-DeeWe found that this message is in the message catalog which means it can easily be edited.
-Chelsea requested this language be deleted. None opposed –Chelsea will submit a ticket to have the message deleted from the student center view.
- Corporate/Organization accounts-DeeIt still does not sound like this is feasible with the current Campus Solutions setup/security. She reached out to TouchNet and they sent her the Client Community SponsorPoint page: If you don’t have a login, there is information included on how you can attain access. They’re working on getting a quote. TouchNet also mentioned that they could set up a live demo if we are interested in seeing more.
-The cost is broken out by campus – contact Dee and she can give a quote to each campus
-Chelsea asked if this can be set up on share point so campuses can see what is included before making a decision.
-Tom stated this can be done
- eBill Statement Message-Dorreen
- Carla asked that NDUS be removed from the sentence regarding the student’s bill being generated.
- Chelsea asked that the sentence stating “the statement reflects the balance owed at your respective NDUS institution be removed.
- decided to remove the amount due and the due date
- Each school should send contact information to Dorreen at NDSU. She will submit a ticket with updates and school contact information
-Dee will check on centering and bolding information.
New Business:
- Tuition Cap Exceeded – COMGEN Notification- Dorreen
Are other campuses interested in exploring the possibility of creating a COMGEN trigger that emails students when they’ve exceeded the tuition cap and will be incurring additional (possibly unexpected) tuition charges?
-After discussion, it was decided that Dorreen will determine which queries and information she will use and contact Chad so he can look into the setup of this.
- Detailed Account Summary – Multiple Semesters-Dorreen
-After discussion, it was decided a workgroup would be formed. Chelsea, Dorreen, Chad and Marie will be on the workgroup. Dorreen will set up a meeting.
- Automated process to inactivate direct deposit information- Tyson
-Quarterly CTS revokes inactive DDP.
-Tammy at NDSU is manually inactivating the bank accounts each quarter.
-CTS was wondering if other schools are also manually inactivating the bank accounts.
-After discussion, it was decided that Tyson will get more information on the process from Tammy at NDSU and discuss at the next meeting.
Development Request List: Marie Lindstrom, NDUS
-6 DR’s have moved to production since the last meeting
-A Dr is in stage for MoveIt which could possibly replace Sofie
-Marie will be sending the 1098T transmittal to the IRS on 3/23/17.
-Marie will run the 1098Tvaliddation on the afternoon of 3/22/17.
Other Items of Discussion:
-Tom discussed the 9.2 upgrade. If you would like additional information he has set up a road map on the CTS website – CTS.ndus.edu
-Judy asked about collaborative students with 3rd party authorizations and how the 3rd party payment is handled.
-Mary stated if a provider receives a 3rd party payment for a student they should notify the home school to reduce the collaborative charges on the students account by the amount received from the 3rd party
Next Meeting: April 26th, 2017 9:00 AM to 11:00 AM
Minutes will be assigned toNDSCS