Work with IT, Ellucian and SICAS to Automate the removal of Student Account Financial holds upon making payment in full. :: PIP System (SUNY Orange)

Work with IT, Ellucian and SICAS to Automate the removal of Student Account Financial holds upon making payment in full. Print All

Initiative Title	Work with IT, Ellucian and SICAS to Automate the removal of Student Account Financial holds upon making payment in full.
Submitted in Previous Year(s)	2022
Critical Information, Notes, Justification, Rationale	There are many types of student holds than can be placed on a student's account by various departments campus wide, which are placed and removed manually. Student holds that are no longer warranted and still on the student account can cause frustration for the student and a barrier to registration. For this reason it would be beneficial to have a removal of this hold automated to occur periodically throughout a day. This will remove a barrier to registration, reduce students frustrations, and eliminate timely manual process of removing holds. Ideally it would be nice to have this operational Spring of 2023.
Consequences of this initiative not being funded	The removal of barrier for students will cause less frustration, increase enrollment.
Department Goals	To 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 Date	01/01/2023
Will this initiative span multiple budget years?	No
Importance	High
Funding Source	Request for Prioritization
Created	12/02/2022 3:27 pm
Updated	03/27/2023 11:04 am

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.	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, SICAS and Ellucian 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

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

Level 5 Level 5 Cabinet Middle States	Level 4 Level 4 PBIE Committee	Level 3 Level 3 Academic Affairs and Student Services, Provost, VP Office Administration and Finance, VP Office Board of Trustees Chief Diversity Officer Institutional Advancement, VP Office President, Office of Student Services, VP Office SUNY Orange Foundation Sustainability Workforce Development, Strategy & Innovation, VP Office	Level 2 Level 2 Alumni Relations and Special Events Athletics Business Math Science and Technology, AVP Office Business Office CAPE Career and Internship Services Communications Office Enrollment Mgt and Student Financial Services, AVP Office Facilities Food Tech Grants Health Professions, AVP Office Hudson Valley Educational Consortium Human Resources, AVP Office Information Technology, CIO Office Institutional Planning Assessment and Research Lab School Learning & Student Success, AVP Office Liberal Arts, AVP Office Marketing Newburgh Campus Phi Theta Kappa Security Student Engagement and Completion, AVP Office	Level 1 Level 1 Academic Advising Academic Support Middletown Academic Support Newburgh Academic Technology Accessibility Services Admissions and Recruitment Arts and Communication Behavioral Sciences Biology Bursar Business Capital Projects Center for Student Involvement Center for Teaching and Learning Clinical Laboratory Science Computer Science and Technology Criminal Justice Cultural Affairs Custodial and Grounds Dental Hygiene Deployment & Operations Diagnostic Imaging Education Educational Opportunities Program Educational Partnerships English Enrollment Support Services Environmental Health and Safety ESL CAPE Financial Aid Global Studies Governance Honors Program HVAC Information Services & Network Infrastructure Interdisciplinary Studies Liberty Partnership Program Library Mail and Copy Services Maintenance Mathematics Movement Science Nursing Occupational Therapy Payroll Physical Therapy Records and Registration Science Engineering and Architecture Student Services - Data Management Student Services Central Student Services Newburgh Campus Student Support Initiatives Testing Center TRiO Student Support Services Unused Wellness Center Work Force Development CAPE	Initiative Title	Department
		Notes View	6	3	Work with IT, Ellucian and SICAS to Automate the removal of Student Account Financial holds upon making payment in full. $0.00 / $0.00	Bursar

Prioritization Notes

Level 3

Level 3 (Administration and Finance, VP Office)

SUNY $1M item

Assessment

Date	Department Name	Status	Cost to Date	Funding Source
No results found.