Establishing Criteria for Tuition Groups and Fee Triggers

To set up criteria for tuition groups and fee triggers, use the Criteria component (SEL_CRITERIA_PANEL).

This section provides an overview of tuition group and fee trigger criteria and discusses:

• Defining Criteria Codes and Criteria Types

• Defining Criteria Details

Understanding Tuition Group and Fee Trigger Criteria

Criteria are essentially questions that can be answered yes or no. In PeopleSoft Student Financials, use criteria to compare one or more variable values to a student's academic situation to determine whether an action should be triggered (for example, applying a waiver to fees), or in which tuition group the student should be included.

The Criteria component is a flexible means of identifying and classifying students. Criteria can be as simple as a single variable (for example, is the student a sophomore) or extremely complex involving multiple variables. Whenever you create a criteria definition, test it thoroughly to make sure it produces the exact results that you expect.

Trigger criteria and tuition group criteria cannot be used interchangeably. You can, however, create one of each using the same detail setup.

Pages Used to Establish Criteria for Tuition Groups and Fee Triggers

Page Name	Definition Name	Navigation	Usage
Criteria	SEL_CRITERIA_TABLE	Set Up SACR, and then Product Related, and then Student Financials, and then Tuition and Fees, and then Criteria	Define criteria codes and criteria types.
Criteria Details	SEL_CRITER_TABLE	Set Up SACR, and then Product Related, and then Student Financials, and then Tuition and Fees, and then Criteria, and then Criteria Details	Define criteria details.

Defining Criteria Codes and Criteria Types

Access the Criteria page ((Set Up SACR, and then Product Related, and then Student Financials, and then Tuition and Fees, and then Criteria).

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

Field or Control	Description
Criteria Type	Select one of two criteria types. The two types cannot be used interchangeably. Select from: Trigger Criteria: Select to define a criterion that triggers an event. Tuition Group Criteria: Select to define a criterion that links a student to a tuition group.

Defining Criteria Details

Access the Criteria Details page (Set Up SACR, and then Product Related, and then Student Financials, and then Tuition and Fees, and then Criteria, and then Criteria Details).

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

Field or Control	Description
Description	Select a variable related to a student's characteristics for a particular term. Note: Student Financials provides system variables that cover most needs. In addition, 30 user-defined variables are available to use. Using these user-defined variables is more difficult because you must know the definition of each variable position.

How Specified

Field or Control	Description
Selected Detail Values	Select to match the variable with a specific value.
Selected Tree Nodes	Select to match the variable using any value within a tree node. When you select this option, the fields in the Tree Information group box become available.
TableSet, Tree Name, and Level Name	Select the tableset, tree name, and a level name on the tree if the tree has strictly enforced levels. After specifying this information, enter a node or nodes to assist in specifying the student group.
Operator	Define the function that the system performs against the value.

Relational Operators

Operator	Description
<	Less than
<=	Less than or equal to
>	Greater than
>=	Greater than or equal to
<>	Not equal to
BLK (blank)	The field value is blank
BTW (between)	The field value is between A and B
NBL (not blank)	The field value is not blank

Field or Control

Description

Value/Node

If you select Selected Detail Values in the How Specified group box, enter an explicit variable value. The system edits it against a prompt table if one exists, or the system edits it for valid dates, numbers, and string lengths. If you chose Selected Tree Nodes in the How Specified group box, specify a tree node in the Node field. A tree node is a collection of values that is aggregated under a single node. It is a quick way to specify numerous values. A tree must have the same criteria as its detail value.