Managing Student Permissions

Understanding Student Permissions

Certain types of credits to a student's account are restricted as to what types of charges they can be applied to as well as what term or terms, by Aid Year versus by Academic Year. For example, the Department of Education requires authorization from a student before applying Title IV financial aid to a students account for charges other than allowable charges, which are tuition, mandatory fees, and contracted housing and board. Additionally, some scholarships pay charges for a specific term. Student permissions, which are granted by the student, allow this money to pay charges incurred from other terms.

Institutions that use an automated system to manage student finances can create student permissions that are a record of standing permissions from students to apply restricted credits.

Note:

If you attach student permissions to a charge priority, you can define the terms for which permission is required for application of payment.

Pages Used to Manage Student Permissions

Page Name	Definition Name	Navigation	Usage
Permission Form	WAIVER_FORM_TABLE	Set Up SACR, and then Product Related, and then Student Financials, and then Charges and Payments, and then Student Permission Forms, and then Permission Form	Create permission form for applying restricted credits.
Assign Student Permissions	STDNT_WAIVER_FORM	Student Financials, and then Charges and Payments, and then Assign Student Permissions	Assign permission to apply restricted credits.
Details	ITEM_CHRG_TYP_PRT2	Set Up SACR, and then Product Related, and then Student Financials, and then Charges and Payments, and then Charge Priority List, and then Details	Attach permission forms to charge priority lists. See Defining Charge Priority List Rules

Page Name

Definition Name

Navigation

Usage

Permission Form

WAIVER_FORM_TABLE

Set Up SACR, and then Product Related, and then Student Financials, and then Charges and Payments, and then Student Permission Forms, and then Permission Form

Create permission form for applying restricted credits.

Assign Student Permissions

STDNT_WAIVER_FORM

Student Financials, and then Charges and Payments, and then Assign Student Permissions

Assign permission to apply restricted credits.

Details

ITEM_CHRG_TYP_PRT2

Set Up SACR, and then Product Related, and then Student Financials, and then Charges and Payments, and then Charge Priority List, and then Details

Attach permission forms to charge priority lists.

See Defining Charge Priority List Rules

Creating Student Permission Forms to Apply Restricted Credits

Access the Permission Form page (Set Up SACR, and then Product Related, and then Student Financials, and then Charges and Payments, and then Student Permission Forms, and then Permission Form).

Field or Control	Description
Enable for Self Service	Select the check box to identify permission waivers as eligible for use in student self-service.

Attaching Student Permission Forms to Student Records

Access the Assign Student Permissions page (Student Financials, and then Charges and Payments, and then Assign Student Permissions).

Field or Control	Description
Permission Form	Enter the permission form that you want to attach to the student's record.
Originated from Self-Service	This check box is selected by default when the permission form is initiated via the self-service application.

For each Permission (Waiver) level 2 added in the Effective Date section, the Oprid and the Process Date/Time fields are modified to indicate who performed the update.