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Objective
Upon Completion of this KB the user will be able to Search for a student record within the Account tab
Complexity:
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Page Contents
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Assumptions
The User has the minimum required level to access the Accounting tab and an understanding that making changes within this section have wider implications.
The User has a basic understanding of Accounting principles. (Payments, Invoices, Offset of payments, Line items)
The User has an understanding of Fee-Help / HECS-HELP funding and timings
The User has an understanding of the Australian Tertiary Education System / VET Sector.
Key terms and concepts
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Field Name
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Brief Overview
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Sample data
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Student No
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A number that your institution allocates, to uniquely identify a student. A student no. can only belong to one student.
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SF100001
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Given Name
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The student's given name as it appears on the student's birth certificate or other identification
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James
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Preferred name
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The name by which a student prefers to be addressed, instead of their given name
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Jim
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Family Name
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The student's family name or surname as it appears on the student's birth certificate or other identification
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McMorran
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Previous Last Name
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Any other last name or surname that the student has used or has been known to use.
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Home Institution
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Starfleet Academy
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Order by
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Student Number
First Name
Last Name
Status Id
Last Modified Date
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Student Number
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Status
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The current status of the student's record can be one of:
Active
Alumni
Applied
Archived
Deceased
Deleted
Discontinued
Inactive
On Leave
Prospective
Suspended
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Active
Implications
Implications
The Accounting module offers institutions a way to:
Create invoices
Take and record payments
Pay off invoices
Create payment reports
Charge for non tuition type items
Pay off Units within the Academic section of the system
And record all transactions against a students record.
With the above carefully recorded and entered the institution is creating a complete and accurate record of the institutions interaction with the student both financially and academically.
The Search screen here in the Accounting section is the same as in the Student Search section (Students personal information, contact information, Course Enrolments, and Current Unit Enrolments). So once it is loaded, it displays Invoices list and Payments List of the student who currently loaded.
Workflow
How to Search For a Student
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Further reading
How to apply a payment to an Invoice
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Related Pages
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