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

Student Financials > Charges and Payment > Electronic Transactions > Review Self Service Agreements

View self-service agreements text and authentication.

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

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.

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.

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).