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



Initiative TitleWork with IT, Ellucian and SICAS to Automate the removal of Student Account Financial holds upon making payment in full.
Submitted in Previous Year(s)2023
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
Programs
Locations
Estimated Completion Date03/01/2024
Will this initiative span multiple budget years?No
ImportanceHigh
Funding Source
Created02/05/2024 12:16 pm
Updated02/05/2024 12:47 pm

Institutional Goals

Goal How will the initiative support this institutional goal?
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

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TOTAL: $0.00 / $0.00

Supply

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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
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Other

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

Prioritization

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



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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

Assessment

DateDepartment NameStatusCost to DateFunding Source 
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