1. Using Student Financial Planning
  2. Student is Continuously Enrolled

Student is Continuously Enrolled

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

Overview

When a student changes programs, if any condition is not met, the enrollment type updates to Change of Program - Within New Academic Year. Below are the steps to review the student record for the second condition, The student is continuously enrolled.

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.

  • Student

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Planning User Interface (UI)

  1. Enter the student's name, external student ID number or social security number in the search field located in the upper right-hand corner
    • Because Student Financial Planning returns results for any data entered, the student search can be based on complete or partial information
    • Select the Student Record from the Student Search Results pop-out dialogue box
  2. Navigate to Student > Financial Information > Packaging > 1st Packaging Version in Historical Packages
    • Always choose the first package of the new enrollment because courses and start/end dates may have changed in subsequent packaging versions
  3. Click the Academic Year Summary table
  4. Review and take note of the payment period 1, first-course start date
  5. Navigate to the Prior Enrollment
  6. Navigate to Student > Student Record > Program Information
  7. Review and take note of the Official Last Date of Attendance (OLDA)
  8. Calculate the total number of days between the students OLDA in the prior program and the first-course start date in the new program and then subtract any approved LOA days (if applicable)
    • If the result of this calculation is greater than the maximum number of days a student can be Out of Attendance (i.e. 14 days) and still be considered continuously enrolled, this criterion will be equal to Not Met
      • 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