Define Configurable Content

As an Administrative User, you can Define Configurable Content for Self-Service.

Overview

Note: Configuration that is applicable to Student Financial Planning (SFP) only is indicated.

You can configure text for:

• Cost of Attendance Component Labels.
• Electronic Consent Message.
• Electronic Signature Consent.
• Financial (Future Projection) (SFP only).
• Fund Acceptance (3 distinct pages) (SFP only).

Each of the configuration pages is pre-populated with text that can be edited with the included rich text editor. The editor has a placeholder drop down of predefined variables that can be inserted into the text. This allows you to include contextual, student-specific information.

Define Cost of Attendance (COA) Component Labels (SFP only)

The Cost of Attendance (COA) on the Financials tab contains two rows: one row for COA components configured as Standard (for example, Tuition and Fees) and one for COA components configured as Budget (for example, Living and Other Expenses). The default label for the Standard COA components row is Tuition and Fees, and the default label for the Budget COA components is Living and Other Expenses. Use the Budget COA components and Standard COA components tabs to configure different labels for each row, as needed. If you don't configure different COA component labels, then the default labels are used. Any configuration for the Standard COA label is also used in Step 2 of the Fund Acceptance workflow in Self-Service.

Define the Electronic Consent Message

The Student Self-Service User Interface includes a prompt for a new user to accept a consent to do electronic business transactions with the institution. You can configure the text for the consent message from the Self-Service settings screen. After a user accepts the consent, the user is not prompted in subsequent logins. Only student or parent users are prompted. Admin Self-Service users are not prompted.

Define the Electronic Signature Consent Page

Configure the content for the following displays in the Self-Service UI where an electronic signature can be used:

• Financial Tab - Fund Acceptance Workflow, Step 4. (SFP only)
• Review/Accept your Post-Withdrawal Disbursements Wizard. (SFP only)
• Review/Accept your Late Disbursements Wizard. (SFP only)
• Verification Worksheet (Dependent and Independent) Smart Form.
• Authorization to Hold (ATH) election Wizard. (SFP only)

Define the Financial (Future Projection) Page (SFP only)

Configure the content for the Self-Service Financial page for when the user selects a future award year to view.

Define the Fund Acceptance 1 Page (SFP only)

Configure the content for Step 1 – Summary of the Accept Your Funds Self-Service page.

Define the Fund Acceptance 2 Page (SFP only)

Configure the content for Step 2 – Accept Loans of the Accept Your Funds Self-Service page.

Define the Fund Acceptance 3 Pages (SFP only)

Configure the content for Step 3 – Confirm of the Accept Your Funds Self-Service page. The language can vary depending upon the action taken in Step 2 – Accept Loans so there are three different configurations to set up:

• For users who accept the entire award as offered, use the Fund Acceptance 3 (Fully-funded) page to edit the content.
• For users who request a higher amount than offered but within maximum limits, use the Fund Acceptance 3 (Over-funded) page to edit the content.
• For users who accept a lower amount than offered, use the Fund Acceptance 3 (Under-funded) page to edit the content.

Manual Processing Steps

Student Self-Service Login

A Self-Service User Type of Admin is required to access Settings.

1. Log into Student Self-Service as an Admin.
2. Navigate to Settings > Configurable Content.
3. Select the tab for the content you want to configure.
4. Add or edit the text.
5. Click Save.
6. Click the Reset button to re-populate the field with the message delivered with the application.