Reviewing Self-Service Agreements

This section discusses how to review self-service agreements.

An administrative user can use the Review Self Service Agreements page to review the various self-service agreements that a student has signed.

See Using Account Services.

Page Name	Definition Name	Navigation	Usage
Review Self Service Agreements	SSF_AGREE_INQ	select Student Financials, then select Charges and Payment, then select Electronic Transactions, then select Review Self Service Agreements	View self-service agreements text and authentication.

Access the Review Self Service Agreements page (select Student Financials, then select Charges and Payment, then select Electronic Transactions, then select Review Self Service Agreements).).

Image: Review Self Service Agreements page

This example illustrates the fields and controls on the Review Self Service Agreements page. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
ID	Enter the student or organization ID.
ID Type	Select `Person` or `Organization.`
Agreement Number	Enter the agreement number that is automatically assigned when the agreement is transacted during the self-service activity.
Agreement Type	Select an agreement type. Values are `1098_T,` `Electronic Check,` `Payment Plan Enrollment,` `Student Permission,` `Bank Account,` `DD Enroll,` and `DD Change.` To include all agreement types, leave this field blank.
From Date and To Date	Enter the date of the processed agreements.
Search	Click to display the search results in the Details, Text, and Authentication pages.

Details

Field or Control	Definition
Agreement Status	Displays the status of the agreement. Values are `Accepted` and `Revoked.`

Text

Select the Text tab.

Image: Review Self Service Agreements page: Text tab

This example illustrates the fields and controls on the Review Self Service Agreements page: Text tab. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
Agreement Text	Displays the text that the student agreed to when performing the self-service activity. Note: The text in this field varies according to the agreement type used by the student.

Authentication

Select the Authentication tab.

Image: Review Self Service Agreements page: Authentication tab

This example illustrates the fields and controls on the Review Self Service Agreements page: Authentication tab. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
Authentication Method	Displays the method by which the student authenticated his or her identity. Values are `NID` (national id), `Birthdate,` `PIN` (personal identification number) and `No Auth` (no authentication).

Reviewing Self-Service Agreements

Page Used to Review Self-Service Agreements