Viewing and Editing an Individual's Information

Use the Student Services Center component to view and access detailed information about a student or other individual.

Note: Only current and future-dated information appears in the Student Services Center component.

This section discusses how to:

  • View an individual's Student Center information.

  • View an individual's general information.

  • View a student's admissions information.

  • View a student's transfer credit information.

  • View a student's academics information.

  • View a student's self-service finances information.

  • View a student's self-service financial aid information.

Page Name

Definition Name

Navigation

Usage

Student Center

SSS_STUDENT_CENTER

Campus Community > Student Services Center > Student Center

Provides administrator ability to see what a specific individual, such as a student, sees on the Student Center self-service page.

General Information

SCC_SUM_PERSONAL

Campus Community > Student Services Center > General Information

Provides administrator at-a-glance overview of the individual's personal information with access to further detail such as initiated checklist items, service indicators and student groups.

Admissions

SCC_SUM_ADMISSIONS

Campus Community > Student Services Center > Admissions

Provides administrator access to the student's self-service Admissions View with access to further detail.

Transfer Credit

SCC_SUM_TRNSFRCRDT

Campus Community > Student Services Center > Transfer Credit

Provides administrator overview of a specific student's transfer credit information with easy access to transfer credit transactions.

Academics

SCC_SUM_ACADEMICS

Campus Community > Student Services Center > Academics

Provides administrator overview of a specific student's academic information with easy access to academics transactions.

Finances

SCC_SUM_FINANCES

Campus Community > Student Services Center > Finances

Provides administrator overview of a specific student's financial information with easy access to finances transactions.

Financial Aid

SCC_SUM_FA

Campus Community > Student Services Center > Financial Aid

Provides administrator overview of a specific student's financial aid information with easy access to financial aid transactions.

Access the Student Center page (Campus Community > Student Services Center > Student Center).

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

Student Center page

This page provides the same view of the self-service Student Center page as the self-service user sees. Clicking any of the buttons or links on this page takes the administrator to the same self-service destinations.

Enroll in Direct Deposit is available in the other financial field only if the Direct Deposit Enrollment check box is selected on the SF Institution Set - General Options page.

See Setting Up Installation Parameters and Keywords.

Note: When you click the Demographic Data link in the Personal Information section of the General Information page. DDA security (masking of the national ID or date of birth) is enforced. This way the administrative user will not see sensitive information that he or she is allowed to see from other pages or search records. The masking configuration applies for administrative users viewing the Student Center page from the Student Services Center.

See Applying Demographic Data Access Security.

Access the General Information page (Campus Community > Student Services Center > General Information).

This example illustrates the fields and controls on the General Information page (1 of 4). You can find definitions for the fields and controls later on this page.

General Information page (1 of 4)

This example illustrates the fields and controls on the General Information page (2 of 4). You can find definitions for the fields and controls later on this page.

General Information page (2 of 4)

This example illustrates the fields and controls on the General Information page (3 of 4). You can find definitions for the fields and controls later on this page.

General Information page (3 of 4)

This example illustrates the fields and controls on the General Information page (4 of 4). You can find definitions for the fields and controls later on this page.

General Information page (4 of 4)

This page provides an overview of the individual's general information from components in the Campus Community menu and the Student Groups component available from Admissions, Student Records, and other menus.

Individuals can see some of the same information from the self-service Campus Personal Information menu.

Note: If an administrative user does not have security access to a feature on the General Information page, the action button related to that information is not available so that the user cannot see or update the information in the core component. For example, if an administrative user does not have access to the core Service Indicator Data page, the Edit Service Indicators button is not displayed.

This table lists the actions available on the General Information page and the core component to which the user is redirected for more detail:

Action Button

Destination Component and 1st Page

Core Navigation

Self-Service Navigation

Edit Service Indicators

SERVICE_IND_PERS

SRVC_IND_DATA1

Campus Community > Service Indicators > Person > Manage Service Indicators

Self Service > Campus Personal Information > Holds

Review Checklist Summary

CHKLST_SUMM_PERS

PERS_CHKLST_SUMM

Campus Community > Checklists > Person Checklists > Person Checklist Summary

Self Service > Campus Personal Information > To Do List

Edit Student Groups

STDNT_GROUPS_PERS

STDNT_GROUPS

Records and Enrollment > Career and Program Information > Student Groups

None

Edit Personal Data

SCC_BIO_DEMO

SCC_BIO_DEMO_PERS

Campus Community > Personal Information > Add/Update a Person > Biographical Details

Self Service > Campus Personal Information > Demographic Information

Edit National IDs

SCC_BIO_DEMO

SCC_BIO_DEMO_PERS

Campus Community > Personal Information > Add/Update a Person > Biographical Details

Self Service > Campus Personal Information > Demographic Information

Edit Names

NAMES_PERS

SCC_NAMES_89

Campus Community > Personal Information > Biographical > Names

Self Service > Campus Personal Information > Names

Edit Addresses

ADDRESS_MAINT

ADDRESSES_89

Campus Community > Personal Information > Biographical > Addresses/Phones > Addresses

Self Service > Campus Personal Information > Addresses

Edit Phones

PHONE_PERS

PHONE_PERS

Campus Community > Personal Information > Biographical > Addresses/Phones > Phones

Self Service > Campus Personal Information > Phone Numbers

Edit Email Addresses

E_MAIL_ADDR_PERS

E_ADDR_PERS

Campus Community > Personal Information > Biographical > Addresses/Phones > Electronic Addresses

Self Service > Campus Personal Information > Email Addresses

Access the Admissions page (Campus Community > Student Services Center > Admissions).

This example illustrates the fields and controls on the Admissions page (1 of 3). You can find definitions for the fields and controls later on this page.

Admissions page (1 of 3)

This example illustrates the fields and controls on the Admissions page (2 of 3). You can find definitions for the fields and controls later on this page.

Admissions page (2 of 3)

This example illustrates the fields and controls on the Admissions page (3 of 3). You can find definitions for the fields and controls later on this page.

Admissions page (3 of 3)

This page provides an overview of information from components in the Student Admissions menu. Students can see some of the same information from the self-service Student Admission Application status menu.

This table lists the actions available on the Admissions page and the core component to which the user is redirected for more detail:

Action Button

Destination Component and 1st Page

Core Navigation

Self-Service Navigation

Edit Application Data

ACAD_HISTORY_PERS

ADM_APPL_PROG_MNT

Student Admissions > Application Maintenance > Maintain Applications

Self Service > Student Admission > Application Status

Edit Education Data

ACAD_HISTORY_PERS

EXT_ACAD_DATA

Student Admissions > Application Entry > Academic Information > Education or Records and Registration > Transfer Credit Evaluation > External Education

None

Edit Student Tests

ACAD_TST_RSLT_PERS

STDNT_TEST_SCORE

Student Admissions > Application Entry > Academic Information > Test Results

None

Access the Transfer Credit page (Campus Community > Student Services Center > Transfer Credit).

This page provides an overview of information from components in the Records and Enrollment menu. Students can also see some of the same information from the self-service View Transfer Credit Report menu.

Access the Academics page (Campus Community > Student Services Center > Academics).

This page provides an overview of information from components in the Records and Enrollment menu. Students cannot see this information from PeopleSoft Campus Self Service.

This table lists the actions available on the Academics page and the core component to which the user is redirected for more detail:

Action Button

Destination Component and 1st Page

Core Navigation

Self-Service Navigation

Edit Student Program Data

ACAD_PLAN

STDNT_PROG

Records and Enrollment > Career and Program Information > Student Program/Plan

None

Edit Student Term Data

STDNT_ACTIVATION

STDNT_ACTIVATION

Records and Enrollment > Student Term Information > Term Activate a Student > Term Activation

None

Access the Finances page (Campus Community > Student Services Center > Finances).

This example illustrates the fields and controls on the finances page (1 of 2). You can find definitions for the fields and controls later on this page.

finances page (1 of 2)

This example illustrates the fields and controls on the finances page (2 of 2). You can find definitions for the fields and controls later on this page.

finances page (2 of 2)

Note: If you use a future date in the Assign Student Waiver page, the waiver does not appear in the Student Waiver Override region and the following message is displayed: This student has future-dated waiver overrides.

See Assigning Student Waivers.

Using the Finances Page

This page provides an overview of information from components in the Student Financials menu. Students cannot see this information from PeopleSoft Campus Self Service.

This table lists the actions available on the Finances page and the core component to which the user is redirected for more detail:

Action Button

Destination Component and 1st Page

Core Navigation

Self-Service Navigation

Calculate Tuition

TUITION_CALC

STDNT_TUITION_CALC

Student Financials > Tuition and Fees > Tuition Calculation

None

View Student Account

ACCOUNT_VW

ACCOUNT_SF

Student Financials > View Customer Accounts

None

1098–T

The 1098–T link appears only for US institutions—the institution that appears in the Account Summary section of the finances page must have a value of USA in the Country field on the Academic Institution 1 page.

For US institutions, the link appears:

  • Only if the Use Electronic Statements check box on the 1098–T TIN Detail setup page is selected.

  • Only for students for whom 1098–T data has been generated.

If the Use Electronic Statements check box is not selected on the setup page, a message appears instead of the 1098–T link on the finances page: 1098-T- TIN is not set to Use Electronic Statement.

If 1098–T data is not available for a student, a message appears instead of the 1098–T link on the finances page: 1098-T- Student does not have 1098-T data.

Click the 1098–T link to access the (Review 1098–T Data) 1098–T Data page. The page displays the most recent 1098–T data for the student in context—that is, the maximum sequence number in the 1098–T Status group box.

On the 1098–T Data page, click the View 1098–T link to retrieve a 1098–T .pdf of the most recent 1098–T data.

The link is sensitive to the context in the 1098-T Status scroll area—that is, the .pdf is generated using the data in context.

See Producing and Filing 1098-T Tax Forms.

Manage Student Direct Deposit

Click the Manage Student Direct Deposit link to access the Manage Student Direct Deposit page with the context of student.

Note: The Search page does not appear.

Use the Manage Student Direct Deposit page to set up and edit direct deposit distributions for AP refunding for a student.

The Manage Student Direct Deposit link appears only if the Refund Method value on the Refund Setup page is A/P and the Use Single Payment Voucher option is selected in the AP Refunding Option group box on the SF Installation page.

Unlike the Enroll in Direct Deposit link in Student Center, this link is not dependent on SF Institution Set setup.

See:

Access the Financial Aid page (Campus Community > Student Services Center > Financial Aid).

This example illustrates the fields and controls on the Financial Aid page (1 of 2). You can find definitions for the fields and controls later on this page.

Financial Aid page (1 of 2)

This example illustrates the fields and controls on the Financial Aid page (2 of 2). You can find definitions for the fields and controls later on this page.

Financial Aid page (2 of 2)

This page provides an overview of information from components in the Financial Aid menu. Students cannot see this information from PeopleSoft Campus Self Service.

This table lists the actions available on the Financial Aid page and the core component to which the user is redirected for more detail:

Action Button

Destination Component and 1st Page

Core Navigation

Self-Service Navigation

View Packaging Status Summary

STDNT_AID_PACKAGE

STDNT_AID_PACKAGE

Financial Aid > View Packaging Status Summary > Financial Aid Status

None

Assign Awards to a Student

AWARD_ENTRY_MC

STDNT_AWARD_ENTRY3

Financial Aid > Awards > Awards Processing > Assign Awards to a Student > Student Aid Package

None

Maintain Student FA Term

STDNT_FA_TERM

STDNT_FA_TERM

Financial Aid > Financial Aid Term > Maintain Student FA Term > FA Term

None