Evaluate Student Change of Program

This topic offers further detail to the Changes of Program section of the Enrollment Information topic.

Overview

The Evaluate Change of Program task is created after Student Financial Planning automatically determines the following conditions are all met.

Evaluated Criteria to Determine if the Student will remain in the Same Payment Period

Number	Conditions & Evaluated Criteria	Met	Auto
1	Student was not on LOA during Program Change	Student does not have an LOA End Date that equals the Start Date of the New Program	Yes
The first condition must be met for Student Financial Planning to evaluate conditions 2 - 4.
2	The student is continuously enrolled at the school	Student must be continuously enrolled based on the institution's configuration The school can configure the maximum number of days a student can be Out of Attendance (i.e. 14 days) and still be considered continuously enrolled Student Financial Planning calculates the total number of days between the student's Official Last Date of Attendance (OLDA) in the prior program and the start date of the first course in the new program and then subtracts any approved LOA days	Yes
3	The coursework in the payment period the student is transferring out of is substantially similar to the coursework the student will be taking when he or she first transfer into the new program	Student Financial Planning confirms that the first course in the new program was a Scheduled course in the prior program, in the payment period the student withdrew/transferred out of Student Financial Planning uses the course equivalencies in the SAFI when comparing the courses (visible only in the Comments Section of the Course in the SAFI, not in the UI) Student Financial Planning looks at the first course and finds the equivalent courses, then checks the prior program to see if any of them are in the payment period the student withdrew/transferred out of SAFI would list the equivalent courses (i.e. A, B, C courses) Student Financial Planning checks for courses A, B, or C	Yes
4	The credits from the payment period the student is transferring out of are accepted toward the new program	Student Financial Planning determines if all completed and passed coursework in the payment period the program change is occurring in, transfers into and is accepted as credits for the new program	Yes

Manual Processing Steps

Log into the Student Financial Planning User Interface (UI)

1. Navigate to Dashboard > Task Overview (default screen upon login) > Evaluate Student Change of Program task queue
2. Click the Start button for the task associated student

   Based on your school's standard operating procedures determine if the student has met the conditions necessary to remain in the same payment period

3. Based on your school's standard operating procedures choose whether the student should remain in the same payment period, (Yes or No).
4. Complete Task