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Financial Commitments to Students: New M-Pathways Tools

Financial Commitments to Students: New M-Pathways Tools. Student Administration Unit Liaison Meeting Wednesday, March 23 ; 8:30-10:30 AM 2029 Kipke. What We’ll Cover. What are Financial Commitments to Students? FC2S Project Status Demonstration Business Reengineering & Training Q & A.

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Financial Commitments to Students: New M-Pathways Tools

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  1. Financial Commitments to Students: New M-Pathways Tools Student Administration Unit Liaison Meeting Wednesday, March 23; 8:30-10:30 AM 2029 Kipke

  2. What We’ll Cover • What are Financial Commitments to Students? • FC2S Project Status • Demonstration • Business Reengineering & Training • Q & A

  3. What is FC2S? • Same as “FA FARM” (project name) • Common campus-wide need to track financial commitments to students across types (scholarship/fellowships, GSAs, benefits) and years • Different roles interact with commitments (e.g., admissions recruitment, fiscal management, student services); needed coordinated view.

  4. A key part of the student financial support business cycle… Financial Commitments Reconciliation/GL Recruit Students Scholarships/ Fellowships GSA Appointments Benefits

  5. What is FC2S? • Common tool that could be used across campus proposed to be built in HEPROD/M-Pathways. • Here’s a quick overview: http://www.youtube.com/watch?v=eYHszj0UatM

  6. FC2S Project Status • Foundational functionality complete: • Define funding availability by Shortcode (and “placeholder” commitments) • Enter commitments student-by-student • Auto calculate tuition/fees, GSA appointments, benefits • View and filter student commitment populations • Track commitment fiscal projections

  7. FC2S Project Status Development in progress: • Automate load of scholarships/fellowships/grants to Award Entry • Commitment “template” to assign standard multi-year plan • Annual automated update to calculated tuition/fees, GSAs and benefits (if rates increase) • M-Reports to tie Commitment, Award, and GL information into combined view • GSRA average

  8. FC2S Project Status Gleam in Our Eyes: • Integration with eRecruit GSA appointment/reappointment process • Integration with fellowship benefits • Inclusion in Student Administration Next Generation Data Warehouse

  9. FC2S Demo Let’s take a peek.

  10. Business Reengineering & Training • Ready for “general release” in 2-3 months • Comprehensive training program to learn tool and reengineer business in development • Multiple training sessions with pre- and post training exercises, labs • Each person involved in dept’s commitment process needs training to effectively utilize FC2S • Will communicate to campus when ready for general release

  11. Questions? Comments? Suggestions?

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