| Initiative Title | Automation of removal of payment holds from Student Accounts |
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| Submitted in Previous Year(s) | No |
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| Critical Information, Notes, Justification, Rationale | There are many types of student holds than can be placed on to a student account by various departments campus wide and are placed and removed manually. Student holds that are no longer warranted and still on the student account can cause frustration for the student. The situation that causes the most frustration is when a student wants to register for a class and has a hold for non payment, but the student account liability has been satisfied. For this reason it would be nice to have a removal of this hold automated and occur periodically throughout a day. This will allow this unnecessary hold not to be placed on the student account, reduce student frustration, and eliminate manual man hours to remove them. It would be nice to have this operational Summer of 2023 so we can pilot how this works prior to Fall 2023. |
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| Consequences of this initiative not being funded | Happier students and employees who can focus on other tasks. |
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| Department Goals | Use the Banner ERP system, IT, and other forms of technology to streamline and automate processes. |
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| Programs | |
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| Locations | |
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| Estimated Completion Date | 05/01/2023 |
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| Will this initiative span multiple budget years? | No |
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| Importance | High |
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| Funding Source | Operating Budget |
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| Created | 01/06/2022 8:53 am |
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| Updated | 01/06/2022 9:10 am |
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Institutional Goals
| Goal |
How will the initiative support this institutional goal? |
- STUDENT SERVICES MASTER PLAN 2013
- Technology
- Explore, introduce and utilize technology designed to improve operations, enhance communication, streamline service, and increase productivity and efficiency.
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Payment holds would automatically be released which will streamline workflow, reduce student frustration and employee workload. |
Action Steps
| Action Step |
Responsible Party |
Order |
| Meet with IT to have a script written that will remove holds from student account who have no balance on their account. |
Director of Student Accounts and IT |
1 |
Expected Outcomes
| Outcome |
Order |
| Automation of the process |
1 |
Assessment Methods
| Method |
Description |
Other Method |
Responsible Party |
| Tracking |
Usage of programs, services, participation can be tracked; demographic information may also be able to be collected. |
|
Student Accounts Director |
Resources
| INITIAL YEAR COST: |
$0.00 |
| RECURRING COST: |
$0.00 |
Equipment
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| Believe no cost is needed just employee time |
$0.00
|
- Information Technology, CIO Office
|
| TOTAL: |
$0.00 / $0.00 |
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Facility
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
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Supply
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
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Staffing
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
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Training
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
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Marketing
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
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Other
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
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Prioritization
This is initiative is ready for prioritization.
Assessment
| Date | Department Name | Status | Cost to Date | Funding Source | |
| No results found. |