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Delivered Workflows for Student Financials

This section discusses Student Financials workflows. The workflows are listed alphabetically by workflow name.

See:

This section discusses the Corporate Collection workflow.

Description

  • Event Description: Assign Corporation to Worklist

  • Action Description: Create a worklist entry for Collector (using User ID or Role)

  • Notification Description: Worklist

Workflow Objects

  • Event:SSF_COLLECTION_ORG_CI

  • Workflow Action: Automatic

  • Role: Query –

    • Roleuser by Oprid Qry (if by User ID)

    • [ROLE] Roleuse SSF Collector (if by Role)

  • Email Template (or notification vehicle): Worklist record = COLLECT_WL and PSWORKLIST

  • Business Process: PROCESS_ORG_COLLECTIONS

  • Business Activity:

    • Create Org Collections (if by User ID)

    • Create Org Role Collections (if by Role)

  • Business Event: Create Worklist

This section discusses the Customer Collection workflow.

Description

  • Event Description: Assign Customers to Worklist

  • Action Description: Create a worklist entry for a Collector (using User ID or Role)

  • Notification Description: Worklist

Workflow Objects

  • Event: SSF_COLLECTION_CI

  • Workflow Action: Automatic

  • Role: Query –

    • Roleuser by Oprid Qry (if by User ID)

    • [ROLE] Roleuse SSF Collector (if by Role)

  • Email Template (or notification vehicle): Worklist record = COLLECT_WL and PSWORKLIST

  • Business Process: Process Collections

  • Business Activity:

    • Create Collections Worklist (if by User ID)

    • CREATE_COLLECTIONS_BY_ROLE (if by Role)

  • Business Event: Create Worklist

This section discusses the Department Receipt Approval workflow.

Description

  • Event Description: Department Receipt Approval

  • Action Description: Create Worklist entry for Department Receipt Approval

  • Notification Description: Worklist

Workflow Objects

  • Event: No component interface for Receipt approval

  • Workflow Action: Automatic

  • Role: Query – Roleusers by Rolename query

  • Email Template (or notification vehicle): Worklist Record – CSH_DEPT_WL

  • Business Process: DEPT_RCPT_APPROVAL

  • Business Activity: Approve Department Receipts

  • Business Event: Send For Approval

This section discusses the Group Posting Approval workflow.

Description

  • Event Description: Group Posting Approval

  • Action Description: Create Worklist entry for Group Approval

  • Notification Description: Worklist

Workflow Objects

  • Event: SSF_GRP_APPR_CI

  • Workflow Action: Automatic

  • Role: Query – Roleusers by Rolename query

  • Email Template (or notification vehicle): Worklist Record - GROUP_WL

  • Business Process: GROUP_APPROVAL

  • Business Activity: Approve Group

  • Business Event: Send For Approval

This section discusses the Refund Approval workflow.

Description

  • Event Description: Generate Refund Approval

  • Action Description: Send Approval

  • Notification Description: Worklist

Workflow Objects

  • Event: SSF_RFNDAPPR_CI

  • Workflow Action: Automatic

  • Role: Query – Roleuser RF by RoleName

  • Email Template (or notification vehicle): Worklist Record - REFUND_WL

  • Business Process: REFUND_APPROVAL

  • Business Activity: Approve Refund

  • Business Event: Send For Approval