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Managing Student Permissions

This section provides an overview of student permissions and discusses:

Certain types of credits to a student's account are restricted as to what types of charges they can be applied to as well as what term or terms, by Aid Year versus by Academic Year. For example, the Department of Education requires authorization from a student before applying Title IV financial aid to a students account for charges other than allowable charges, which are tuition, mandatory fees, and contracted housing and board. Additionally, some scholarships pay charges for a specific term. Student permissions, which are granted by the student, allow this money to pay charges incurred from other terms.

Institutions that use an automated system to manage student finances can create student permissions that are a record of standing permissions from students to apply restricted credits.

Note: If you attach student permissions to a charge priority, you can define the terms for which permission is required for application of payment.

Page Name

Definition Name

Navigation

Usage

Permission Form

WAIVER_FORM_TABLE

select Set Up SACR, then select Product Related, then select Student Financials, then select Charges and Payments, then select Student Permission Forms, then select Permission Form

Create permission form for applying restricted credits.

Assign Student Permissions

STDNT_WAIVER_FORM

select Student Financials, then select Charges and Payments, then select Assign Student Permissions

Assign permission to apply restricted credits.

Details

ITEM_CHRG_TYP_PRT2

select Set Up SACR, then select Product Related, then select Student Financials, then select Charges and Payments, then select Charge Priority List, then select Details

Attach permission forms to charge priority lists.

Access the Permission Form page (select Set Up SACR, then select Product Related, then select Student Financials, then select Charges and Payments, then select Student Permission Forms, then select Permission Form).

Image: Permission Form page

This example illustrates the fields and controls on the Permission Form page. You can find definitions for the fields and controls later on this page.

Permission Form page

Field or Control

Definition
Enable for Self Service

Select the check box to identify permission waivers as eligible for use in student self-service.

Access the Assign Student Permissions page (select Student Financials, then select Charges and Payments, then select Assign Student Permissions).

Image: Assign Student Permissions page

This example illustrates the fields and controls on the Assign Student Permissions page. You can find definitions for the fields and controls later on this page.

Assign Student Permissions page

Field or Control

Definition
Permission Form

Enter the permission form that you want to attach to the student's record.
Originated from Self-Service

This check box is selected by default when the permission form is initiated via the self-service application.

For each Permission (Waiver) level 2 added in the Effective Date section, the Oprid and the Process Date/Time fields are modified to indicate who performed the update.

Access the Details page (select Set Up SACR, then select Product Related, then select Student Financials, then select Charges and Payments, then select Charge Priority List, then select Details).

Attach Student Permission forms to charge priority lists during the setup of your charge priority list rules.