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What is Student Services Center?
Page within ctcLink/PeopleSoft where you can view an at-a-glance overview of a student’s information. You can also find
quick links to more detailed information and to common administrative tasks.
What is Student Services Center?
In other words, it is a snapshot of what students see in their Student Center in ctcLink. However, you have more options. In
essence, it enables you to see what the student sees.
Who uses Student Services Center?
• Academic Department Administrator • Cashier • Registrar • Financial Aid Program Coordinator • Advisor • Financial Aid Director • Bursar • Admissions Coordinator
How does this benefit me?
• Quick view of a student’s information • You can see what the student sees and help
them out via email or over the phone
Preview
1. Logging in 2. Viewing and updating student information 3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
Preview
1. Logging in 2. Viewing and updating student information 3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
What does a student see?
Logging In A student would login to your college’s Student Center will most likely be from a link in your college’s website.
Logging In • User ID will replace their SID or EID
– Every person in the system has a User ID, including students
– Each person has one and only one User ID • Their User ID and
password will be emailed to them at go-live, along with instructions to access ctcLink
Gateway If they are associated with more than one college:
Gateway
Student Center View
Student Center view
What does a staff member see?
(Login process is similar to the student login process we just reviewed)
Gateway
Security will limit the number of menu
options you will have. Your menu
will be much simpler than this example.
Accessing Student Center View
Student SERVICES Center View
Preview
1. Logging in 2. Viewing and updating student information 3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
Preview
1. Logging in 2. Viewing and updating student information
a. Viewing Student Information b. Updating service indicators and checklists c. Update Student Group Data d. Updating Student Bio-Demo data
3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
Viewing Student Information
Viewing Student Information
Preview
1. Logging in 2. Viewing and updating student information
a. Viewing Student Information b. Updating service indicators and checklists c. Update Student Group Data d. Updating Student Bio-Demo data
3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
Updating Service Indicators
Service Indicators List – SCC examples A01 Admissions Hold B01 Past Due Balance B02 Delinquent Payment B03 Prevent Refund B04 Prevent Paying with Check B05 Prevent Payment Plan B06 Student in Collection B07 Prevent Enrollment Canc B08 Prevent Credit History B09 Student Charges Written-Off B10 Business Office Hold F01 FA Disbursement Hold F02 FA Tuition/Class Hold F03 FA Refund Hold F04 FA Ineligible Academic Plan FSG SNG Interim Report Exclusion FZ0 FAM Legacy Data R01 Academic Warning
R02 Academic Probation R03 Academic Suspension R04 Academic Final Suspension R05 Advisement Hold R06 Athletic Dept Hold R07 Bookstore Hold R08 Childcare/Daycare Center Hold R09 Dean's Hold R10 Disciplinary Hold R11 Administrative Hold R12 Equipment Hold R13 Library Hold R14 Depart/Division Hold R15 Parking Hold R16 International Student Drop R17 International Student Hold R18 Under 18 R19 HS Programs
Service Indicators List – SCC examples R20 Testing R21 Orientation R22 Identity R23 Enrollment Hold RDC Deceased
Service Indicator List – SFCC examples B02 Delinquent Payment B03 Prevent Refund B04 Prevent Paying with Check B05 Prevent Payment Plan B06 Student in Collection B07 Prevent Enrollment Canc B08 Prevent Credit History B09 Student Charges Written-Off B10 Business Office Hold F01 FA Disbursement Hold F02 FA Tuition/Class Hold F03 FA Refund Hold F04 FA Ineligible Academic Plan FSG SNG Interim Report Exclusion FZ0 FAM Legacy Data
R01 Academic Warning R02 Academic Probation R03 Academic Suspension R04 Academic Final Suspension R05 Advisement Hold R06 Athletic Dept Hold R07 Bookstore Hold R08 Childcare/Daycare Center Hold R09 Dean's Hold R10 Disciplinary Hold R11 Administrative Hold R12 Equipment Hold R13 Library Hold R14 Depart/Division Hold R15 Parking Hold R16 International Student Drop R17 International Student Hold R18 Under 18
Service Indicators List – SFCC examples R19 HS Programs
R20 Testing R21 Orientation R22 Identity R23 Enrollment Hold RDC Deceased
Managing Service Indicators - Assigning
Managing Service Indicators - Assigning
Managing Service Indicators - Assigning
Managing Service Indicators - Assigning
Managing Service Indicators - Releasing
Managing Service Indicators - Releasing
Managing Service Indicators - Releasing
Updating Checklists
Checklists - SCC High School Transcript
College Transcript
Visa Info
Military Info
Funding Info
Passport
RS Verif Form
Test Scores
Intl Checklist Group
Birth Certificate
Checking/Saving/Assest Info
Loan Exit Counseling
Master Prommisory Note
Contact Financial Aid Office
GED
HS Diploma/HS Transcript
Institutional Form
Defaulted Loan
Fafsa Rejected In Repayment Status
Loan Entrance Counseling
Low Income Marriage Certificate Orphan/Ward Of Court/Fostrcare
Proof Of Homeless Youth
Proof Of Household Size
Proof Of Legal Guardianship
Proof Of Selective Service
Proof Of US Citizenship
Proof Of Veteran Status/DD214
Social Security Card-Father
Social Security Card-Mother
Social Security Card-Student
Parent Tax Transcript
Parent W2 2012 Stdnt/Spouse Tax Trnscrpt 2012
Stdnt/Spouse W2 2012
Standard 2013-2014 Child Support Paid 2013-2014 Custom 2013-2014 Aggregate 2013-2014 Household Resources 2013-2014 Proof of Non-filing taxes 2012 Mismatch On Degree Plan Apply for Admissions
Financial Aid Orientation
ISIR vs Bio Demo Mismatch Ready For Counselor Review College Bound WA State Need Grant Eligibilit Higher One Biographic Extract
Professional Judgement
Agency Form Consortium Agreement Change in Credit Load NSLDS Loan Discharged NSLDS Loan in Bankruptcy NSLDS Name DOB Mismatch NSLDS Exceeds Loan Limits NSLDS Pell LEU NSLDS Unusual Enrollment FSEOG Overpayment Pell Overpayment Perkins Overpayment ACG Overpayment SMART Overpayment TEACH Overpayment Iraq Afghan Overpayment Citizenship Status Drug Conviction NSLDS Transfer Monitoring Bachelor Degree Ineligible Academic Plan Parent Tax Transcript 2013 Parent W2 2013 Stdnt/Spouse Tax Trnscrpt 2013 Stdnt/Spouse W2 2013 Standard 2014-2015 Child Support Paid 2014-2015 Custom 2014-2015 Aggregate 2014-2015 Household Resources 2014-2015 Proof of Non-filing taxes 2013
Checklists - SFCC High School Transcript
College Transcript
Visa Info
Military Info
Funding Info
Passport
RS Verif Form
Test Scores
Intl Checklist Group
Birth Certificate
Checking/Saving/Assest Info
Loan Exit Counseling
Master Prommisory Note
Contact Financial Aid Office
GED
HS Diploma/HS Transcript
Institutional Form
Defaulted Loan
Fafsa Rejected In Repayment Status
Loan Entrance Counseling
Low Income Marriage Certificate Orphan/Ward Of Court/Fostrcare
Proof Of Homeless Youth
Proof Of Household Size
Proof Of Legal Guardianship
Proof Of Selective Service
Proof Of US Citizenship
Proof Of Veteran Status/DD214
Social Security Card-Father
Social Security Card-Mother
Social Security Card-Student
Parent Tax Transcript
Parent W2 2012 Stdnt/Spouse Tax Trnscrpt 2012
Stdnt/Spouse W2 2012
Standard 2013-2014 Child Support Paid 2013-2014 Custom 2013-2014 Aggregate 2013-2014 Household Resources 2013-2014 Proof of Non-filing taxes 2012 Mismatch On Degree Plan Apply for Admissions
Financial Aid Orientation
ISIR vs Bio Demo Mismatch Ready For Counselor Review College Bound WA State Need Grant Eligibilit Higher One Biographic Extract
Professional Judgement
Agency Form Consortium Agreement Change in Credit Load NSLDS Loan Discharged NSLDS Loan in Bankruptcy NSLDS Name DOB Mismatch NSLDS Exceeds Loan Limits NSLDS Pell LEU NSLDS Unusual Enrollment FSEOG Overpayment Pell Overpayment Perkins Overpayment ACG Overpayment SMART Overpayment TEACH Overpayment Iraq Afghan Overpayment Citizenship Status Drug Conviction NSLDS Transfer Monitoring Bachelor Degree Ineligible Academic Plan Parent Tax Transcript 2013 Parent W2 2013 Stdnt/Spouse Tax Trnscrpt 2013 Stdnt/Spouse W2 2013 Standard 2014-2015 Child Support Paid 2014-2015 Custom 2014-2015 Aggregate 2014-2015 Household Resources 2014-2015 Proof of Non-filing taxes 2013
To-Do List
Preview
1. Logging in 2. Viewing and updating student information
a. Viewing Student Information b. Updating service indicators and checklists c. Update Student Group Data d. Updating Student Bio-Demo data
3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
Updating Student Group Data
Examples of Groups for SCC ACLB College Bound
ANRS Admitted Nursing Plan
ARST Running Start
ASOC Students of Color
ATRI TRIO
AUAS Underage Student
AUPB Upward Bound
BW37 Deaf Students
RAHS American Honors
RATH Athlete
RDIS Verified Disabled
REWU Destination EWU
Examples of Groups for SFCC ACLB College Bound
ANRS Admitted Nursing Plan
AOPT Admitted Occup Therapy Plan
ARST Running Start
ASOC Students of Color
ATRI TRIO
AUAS Underage Student
AUPB Upward Bound
BW37 Deaf Students
RAHS American Honors
RATH Athlete
RCHS College in the HS
RDIS Verified Disabled
Preview
1. Logging in 2. Viewing and updating student information
a. Viewing Student Information b. Updating service indicators and checklists c. Update Student Group Data d. Updating Student Bio-Demo data
3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
Updating Student Bio-Demo Data
Updating Student Bio-Demo Data
Preview
1. Logging in 2. Viewing and updating student information
a. Accessing Student Center view b. Viewing Student Information c. Updating Student Bio-Demo data d. Update Student Group Data
3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
Modify Application Data
Modify Application Data
Modify Application Data
Preview
1. Logging in 2. Viewing and updating student information 3. Modify an individual’s application data 4. Activating Financial Aid awards
a. Viewing Financial Aid award summary b. Accepting Awards c. Declining Awards d. Reviewing FA comparison shopping sheet e. Reviewing Financial Aid Satisfactory Academic
Progress (SAP) 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
Activating Financial Aid Awards
Activating Financial Aid Awards
Activating Financial Aid Awards
Preview
1. Logging in 2. Viewing and updating student information 3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds
a. Calculating tuition b. Viewing student 1098-T data c. Refund a student
6. Exercises and ctcLink basics
Preview
1. Logging in 2. Viewing and updating student information 3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds
a. Calculating tuition b. Viewing student 1098-T data c. Refund a student
6. Exercises and ctcLink basics
Calculate Tuition
Calculate Tuition
Calculate Tuition
Preview
1. Logging in 2. Viewing and updating student information 3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds
a. Calculating tuition b. Viewing student 1098-T data c. Refund a student
6. Exercises and ctcLink basics
Review 1098-T Data
Preview
1. Logging in 2. Viewing and updating student information 3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds
a. Calculating tuition b. Viewing student 1098-T data c. Refund a student
6. Exercises and ctcLink basics
Tuition Refunds
Preview
1. Logging in 2. Viewing and updating student information 3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
Exercise 1: Logging In and Accessing Student Center View
For this exercise, 1. Log in with your practice username/password (same) 2. Navigate to the Student Services Center 3. Type in the (practice) UserID you were provided 4. Click Search
Exercise 2: Viewing Student Information
Click around and explore the various links in the: • Academics section • Finances section • Personal Information section • Admissions section
ctcLink/PeopleSoft Basics
• Layout • Navigation • Customizing your environment • Working with grids • Adding and updating data
Exercise 3: Assign and Release a Service Indicator
1. Assign a service indicator to a student. 2. Release the service indicator.
Exercise 4: Update a student’s checklist
1. Click on the one of the student’s checklist. 2. Change the checklist’s status from Initiated to Complete on
both tabs.
Exercise 5: Update Student Group Data
1. Navigate to the page where you would edit the student’s Student Groups.
2. Assign a student to any student group of your choice.
Exercise 6: Exercise of your choice (group)
Option 1: Update a student’s address Option 2: Change a student’s plan within his or her application Option 3: Review a student’s financial aid information (scavenger hunt) Option 4: Calculate a student’s tuition
Review
1. Logging in 2. Viewing and updating student information 3. Modify an individual’s application data 4. Activating Financial Aid awards 5. Calculating tuition and creating refunds 6. Exercises and ctcLink basics
Any Questions???
What’s next? • Legacy systems, including SMS, will retire and
ctcLink will go live late November • Additional Student Services Center training
will be available mid-October to mid-November.
Additional information • CtcLink training materials website
– https://training.ctclink.sbctc.edu/
• Using UPK
Expand until you get to a topic (paper icon instead of book icon)
Read concept information Try It! and Print It! modes are most helpful
Additional Questions
Pre Go-Live, email ctcLink: [email protected]
Post Go-Live, email ERP Support Team: [email protected]
Thank you!!!
