To work with IT to expand the currently automated Late Payment Fee process to include students who do not complete their payment plans as agreed.



Initiative TitleTo work with IT to expand the currently automated Late Payment Fee process to include students who do not complete their payment plans as agreed.
Submitted in Previous Year(s)2022
Critical Information, Notes, Justification, Rationale

Currently, after the last payment is due on the payment plan, it is a manual process to add late fees to the students accounts who have not paid as agreed. This both takes valuable time and leaves room for error at a time when students are preparing to register for the next semester and seeking the updated information on their accounts. 

Consequences of this initiative not being funded

The process will be delayed by the current manual process. Not providing updated information to students, as well as utilizing valuable time.  

Department GoalsTo work with IT, Ellucian and SICAS to use Banner ERP system to its fullest ability, automating processes to streamline processes for students.
Programs
Locations
Estimated Completion Date02/01/2023
Will this initiative span multiple budget years?No
ImportanceLow
Funding Source
Created12/02/2022 3:27 pm
Updated03/29/2023 9:05 am

Institutional Goals

Goal How will the initiative support this institutional goal?
Automating the Late Payment Fee with increase productivity for the staff by eliminating the manual process. It will also enhance the time frame of communication to the students just prior to early registration.

Action Steps

Action Step Responsible Party Order
Student Accounts will work with IT, Ellucian and SICAS to automate the process. Director of Student Accounts 1

Expected Outcomes

Outcome Order
The process will be automated to place Late Payment Fees on accounts with Payment Plans, not paid as agreed. 1

Assessment Methods

Method Description Other Method Responsible Party
Observations Information can be collected while observing “events” (including, sponsored activities, student {office staff} sessions, etc.) in the natural setting. Observation can provide information on student behaviors and attitudes. Director of Student Accounts

Resources

INITIAL YEAR COST: $0.00
RECURRING COST: $0.00

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Staffing

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Training

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Marketing

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Other

Need Cost (Initial/Recurring) Supporting Departments
Believe no cost, employees time $0.00
  • Information Services & Network Infrastructure
TOTAL: $0.00 / $0.00

Prioritization

Level 5 Level 4 Level 3 Level 2 Level 1 Initiative Title Department



2
2
To work with IT to expand the currently automated Late Payment Fee process to include students who do not complete their payment plans as agreed.
$0.00 / $0.00
Bursar

Prioritization Notes

Level 3 (Administration and Finance, VP Office)

Part of SUNY $1M banner training

Assessment

DateDepartment NameStatusCost to DateFunding Source 
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