Manage Summer Term

If you need to accommodate a single student because their situation is in opposition to the baseline configuration, you can easily manage summer terms manually through the user interface.

Overview

You can remove a summer trailer from one academic year and even add it as a header to the next or vice versa. You have the ability to make updates to a single student record to structure the academic year to be most beneficial to the student. The Manage Summer Term dialog box provides a visual representation of the academic year being modified in its current state. The available summer terms section lists each summer term that is available to be added to (or removed from) the selected academic year.

To move a summer term from a trailer to a header, you must complete these steps

1. Remove the summer term from the academic year that contains the trailer.
2. Add the summer term as a header on the subsequent academic year and Oracle Fusion Cloud Student Financial Planning (SFP) automatically repackages the student based on the changes.

Once the user makes their desired selection and saves, SFP:

• Repackages the student
• Adjusts the academic year accordingly
• Updates the student’s eligibility or disbursements (as applicable)
• Communicates the update to COD (as applicable)

If the term isn’t part of the current academic year, the enrollment status is "not attending." If added to the current academic year, SFP updates the enrollment status to the appropriate value based on the institution's configuration.

Required Role Permissions

To complete the manual processing steps, users must have these roles:

• Student
• Manage Summer Term
• Package Fund Edit

See Set General Permissions Matrix for additional information.

Manual Processing Steps

From SFP:

1. Enter the student's external student ID number in the search field located in the upper right-hand corner.
2. Navigate to Student > Financial Information > Packaging.
3. Go to Manage Summer Term.
4. Choose to add to academic year # or remove from academic year #.
5. Save.
6. Confirm the summer term is removed.
7. Confirm the funds are repackaged.

If you have manually overridden an award/fund for a term for which you later need to remove/move, you must:

1. Reduce the award down to $0.00 manually by editing the fund.
2. Remove the term from the academic year.
3. Add the term to the new academic year (if applicable).
4. Build the fund back up in the new academic year manually (if applicable).

If you manually modify the configured behavior of a summer term, SFP ignores the default configuration for that summer term moving forward.