Student Manager 2013

Fall Kickoff!An ACEware Presentation

Today you’ll learn how to . . .

FINANCIAL AID MODULE

The Financial Aid Module requires an installation zip file

Call your tech for details

Congratulations!One of your students has been awarded financial aid. Begin by awarding the aid to the student.

Student RecordAdditional Info tab

Tip 1: Clicking the plus sign allows you to customize the list

Tip 2: Always specify a type. It will make reporting and draws easier

Enter the type of award

The award date is the date the financial aid was approved – not necessarily the date the award arrived

Then fill in the award date

Used for your Financial Reporting

EFC = Expected Family Contribution

Payment type: The payment type assigned to the payment when the award is applied to the student’s class.

(This may be a good use for one of the six user defined payment types)

Total Expected is the amount you anticipate the student will receive from the awarding agency

Total Expected:

Draw

Tip: There may be multiple draws on an award

Tip 2: The Draw Field displays the total of all recorded draws once they have been applied to a course (received)

You will break the award into amounts (draws) that can be applied as payments to the student’s account

Example

Returned

The amount of the award never given to the student. This amount is returned to the awarding agency. (Unused portion of the Award)

This is typically not recorded until after all draws or transfers have been done.. At the end of the process..

Questions? ? ?

ATTENDANCE RECORDS

NOTE: This is a $ 995 Optional Module

Track Attendance

From the course screen

Create Attendance

Once most students are registered . . .

Enroll the final students, & click

Create Attendance a second time.

This will only create records for anyone

entered since the last time you clicked

Create Attendance

Have a late enrollee?

Record Attendance

Record Attendance

Recording Attendance

Enter records for a single date, or for all sessions

Recording AttendanceFrom Registration…

Instructor access available via the web

Attendance Quick Reports F11

BUNDLING COURSES

Why would you bundle classes?

Why?? To automate enrollment, improve retention

build brand loyalty, simplify certificate program

registration and

MAKE MONEY! ! !

Two Package TypesTech programs: CNA Programs

Phlebotomy(where it’s more handy

To have fees at “Program Level”)

CertificateProgram Series or Package of related

Classes:eg: Web Design

Set Up your “Child Classes” first

Package 1 … Your package fee is 0

Set Up your “Child Classes” first

Package 2 … Your package fee is the discounted rate

Set up your fee name preference

If you pre-define this, the package setupAutomatically selects this fee

Set Up Your Parent Course

Select Package 1

Which allows you to attach child courses

Clicking “Add” allows you to select courses for the bundle

Adding Courses to the Parent Course

Register Students

So one “Registration” enrolls the studentIn ALL classes that are set up

In the package

GENERATE TRANSCRIPTS

Transcripts can be run from Quick Reports, or . . .

Don’t forget . . .All transcripts

can be customized with logos and details

Instructor access available via the web

Don’t Forget the Wizard

QUESTIONS????

Upcoming Webinars

ACEweb: What’s New and What’s

Always been Awesome!

Thurs, Oct 16th

1:00 pm central

Our next webinar

..and Don’t Forget….

• Intermediate (hands-on) Student Manager Training– Clayton State (Morrow, GA), Oct 22-23– Univ of Houston-Clear Lake, Oct 30-31– University of Akron (Akron, OH), Nov 6-7– LeHigh Tech (Schnecksville, PA), Nov 12-13

– http://www.aceware.com/events/ ( hotel information IS NOW POSTED )

April 6-9, 2014Hilton Garden InnManhattan, KS

2014 ConferenceIf you liked this, you’ll love our conference!ACEware 2014 Conference

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