Automation of the Student Refund Process



Initiative TitleAutomation of the Student Refund Process
Submitted in Previous Year(s)No
Critical Information, Notes, Justification, Rationale

Currently the process is a manual one and takes much time of the staff to prepare and submit.  If this process was automated they then will have more time to do other job functions.

Consequences of this initiative not being funded

Staff time will continue to be taken up on this process, and creates a frustrated work environment.   This is a stressful time for the staff because financial aid does two large disbursements each semester that affects at least 30% of our student population.  Once Financial Aid does their disbursements the college then has 10 business days to mail the refund checks to our students.  Business Office staff become very stressed because this is a manual process with a large population and a constraint timeframe.

Department GoalsAutomation of Business Office processes
Programs
Locations
Estimated Completion Date04/14/2017
Will this initiative span multiple budget years?Yes
ImportanceHigh
Funding SourceGrant Possibility
Created04/22/2016 10:18 am
Updated04/22/2016 10:18 am

Institutional Goals

Goal How will the initiative support this institutional goal?

Action Steps

Action Step Responsible Party Order

Expected Outcomes

Outcome Order

Assessment Methods

Method Description Other Method Responsible Party

Resources

INITIAL YEAR COST: $0.00
RECURRING COST: $0.00

Equipment

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Facility

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Supply

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Staffing

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Training

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Marketing

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Other

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Prioritization

This initiative is not ready for prioritization.

  • Please add at least one Goal
  • Please add at least one Action Step
  • Please add at least one Outcome
  • Please add at least one Assessment Method
  • Please add Resources

Assessment

DateDepartment NameStatusCost to DateFunding Source 
No results found.