Contents

• Title and Copyright Information
• Get Help

1 Overview

• Overview of Using Student Management

2 Search Navigation

• Use Search Navigation

3 Person

• Create Person Profiles
• Manage Persons
• Find the Customer Account ID of a Person

4 General Settings

• Age Settings
• Task Settings

5 External Organizations

• Manage External Organizations

6 Admissions

• Overview of Admissions Application Forms
• Admissions Applications Security
• Configure Application Snapshot Settings
• Build a New Application Form
• Create an Application Form Version
• Associate Fees with Application Forms
• Manage Submitted Applications
• Overview of Standardized Tests
• Review an Application
• Evaluate an Application
• Cancel or Withdraw an Application
• Reapplication
• Enable Program Application by Group Manager

7 Curriculum

• Academic Periods
  • Overview of Academic Periods
  • Search for Academic Periods
  • Create and Manage Academic Periods
  • Add Details for Academic Periods
  • Add Period Attribute Dates for Academic Periods
  • Add Ownership for Academic Periods
  • Create a Period Hierarchy for Academic Periods
  • Activate Academic Periods
  • Copy and Delete Academic Periods
  • Period Sequences
• Academic Staff Assignments
• Courses and Course Sections
  • Overview of Courses and Course Sections
  • Search for Courses and Course Sections
  • Features to Set Up Before You Create Courses and Course Sections
  • Create Courses
  • Add Details for Courses
  • Add Administrative Data for Courses
  • Add Identifiers for Courses
  • Add Descriptive Text for Courses
  • Add Contacts for Courses
  • Add Ownership for Courses
  • Add Requisites for Courses
  • Edit Courses
  • Copy and Delete Courses
  • Create Course Sections
  • Add Details for Course Sections
  • Add Administrative Data for Course Sections
  • Add Descriptive Text for Course Sections
  • Add Ownership for Course Sections
  • Add Requisites for Course Sections
  • Add Meeting Information for Course Sections
  • Edit Course Sections
  • Copy and Delete Course Sections
• Course Lists
  • Features to Set Up Before You Create Course Lists
  • Create Course Lists
• Create Academic Groups
• Programs
  • Overview of Programs
  • Create Programs
  • Add Basic Information for Programs
  • Add Attributes for Programs
  • Add Administrative Controls for Programs
  • Create a Program Structure
  • Edit Programs
• Manage Enrollment Communications

8 Learners

• Overview of Student Programs Management
• Add Student Programs
• Set a Primary Student Program
• Pause and Resume Student Programs
• Switch Student Programs
• Complete Student Programs
• End Student Programs
• Delete Student Programs
• Overview of Student Enrollment Management
• Add Scheduled Courses
• Add a Student to a Waitlist
• Drop Scheduled Courses
• Evaluate Student Requisites
• Manage Student Results
• Manage Student Credentials
• Manage Student Test Result

9 Rosters

• Rosters Management

10 Finances

• Overview of Finances
• Manage Academic Business Unit
• Student Financials Academic Periods
• Fees and Calendars
  • Overview of Student Fees
  • Manage Curriculum Fees
  • Manage Academic Period Fees
  • Manage Sponsorship Fees
  • Manage Miscellaneous Fees
  • Manage Fee Associations
  • Manage Discounts
  • Manage Miscellaneous Categories
  • Manage Fee Groups
  • Manage Charge Priority Mapping
  • Export and Import Payment Application Fee Groups
  • Curriculum Costs
  • Tuition Calendars
  • Tuition Schedules
• Student Credits
  • Manage Student Credits
  • Manage Waivers
  • Assign Students to Waivers
  • Post Student Credit
  • Reverse Student Credit
  • Export Student Credits
  • Import Student Credits
• Sponsorship
  • Enable Access to Reference Data
  • Manage Sponsorship Credits
  • Manage Sponsorship Agreements
  • Select Students and Curriculum to Sponsor
  • Update a Student's Sponsorship Status
• Billing
  • Calculate Fees for Multiple Students
  • Automatic Fee Calculation
  • Generate Balance Forward Bills
  • Print Balance Forward Bills
• Payments
  • Set Up Manual Payment Collection
  • Collect Payments Manually
  • Settle Credit Card Payments in Oracle Fusion Financials
  • Create Notifications About Payment Issues
  • Integrate with TouchNet
• Manage Refunds
  • Issue Refunds for Multiple Recipients
  • Issue Refunds Individually
  • Manage Refund Preferences
  • Migrate Refunds from Oracle Fusion Cloud Receivables
• Integrate a Third-Party Payment Service Provider
  • Configure the Payment Method
  • Register Your Payment Service Provider
  • Set Up the URL to Your Payment Page
• Manage Student Accounts
  • Create Student Receipts
  • Manage Student Receipts
• Manage Organization Transactions
• Self-Service: View and Pay Bills