Configuration & Setup

When should you use these services?

Select an option to the right, depending on your needs:

• Item Type Creation -  A new or updated item type;  Item types are used for funding scholarships, grants and other financial related transactions in SIS
• Student Group Creation -  Add students to a student group;  Student groups are used for tracking cohorts of students. Students can be loaded into groups from a flat file
• Assign Service Indicator -  Assign service indicators to students; Service Indicators can be assigned to a group of students from a flat file
• Post Payments/Charges -  Student Payment/Charge posting;  Charges or payments can be posted to a group of students from a flat file
• Prior Term Copy -  Roll Schedule Data over term to term; Schedules are rolled over from Fall to Fall, Spring to Spring or Summer to Summer to assist with schedule building
• External Org ID -  Create a new External Organization ID; Used for posting transfer credit, dual enrollment, or  3rd party billing and other tasks in SIS
• Academic Organization -  Create or update an Academic Organization;  Subjects in SIS are assigned to Academic Organizations which are used in the catalog and in schedule building
• Instructor Approval -  Update Instructor Approval; Instructor assignment approval queue is maintained by the SIS Student Records team
• Checklist Setup -  New/Update Checklist item; Checklist items are created or updated and assigned to students in batch
• Clock Plan Setup -  Update an existing Clock plan