Creating Schedules

Access the Create Schedules page (Student Financials, and then International Health Coverage, and then Create Schedules).

Field or Control Description

Provider

Select a provider.

Institution

Select an institution.

Refund Schedule

Select to create both a payment schedule and a refund schedule. Clear this check box to create only a payment schedule. A payment schedule always includes two schedules: one for continuing students and one for new students.

Report Amount Type

Field or Control Description

Report Full Amount

Select to report the full premium amount on the payment schedules.

Report Difference

Select to report differences between the current premium amount for a student and any prior reported amounts for that same coverage number on the payment schedules. If there are no reported amounts, the report shows the full premium amount

Schedule Output Type

Field or Control Description

CSV File

Select to produce electronic file output.

Paper

Select to produce paper output.

Both Paper and CSV File

Select to produce paper and electronic file output.

File Path

Enter the path for electronic file output.

Re-create Schedule

Note that it is possible that you could generate three schedules with one process run (for example, schedules for new students, continuing students and for refunds). Use the Report Number and Run Date options to specify which schedules you want to re-create. If you want to re-create all three reports, then you have to run the re-create process three times.

Field or Control Description

Re-create Schedule

Select x to regenerate an existing single schedule.

Report Number

Select to choose a single schedule to re-create by report number.

Run Date

Select to re-create all of the schedules that were run on a specific date.