• Introduction • SFARGFE • Fee Assessment Processing • Batch Fee

• Introduction • Migration to 6.x • SFARGFE • Fee Assessment Processing Fee Assessment For • Batch Fee Assessment • Audit History • Refunding Everyone • Introduction • Migration to 6.x • SFARGFE • Fee Assessment Processing Introduction • Batch Fee Assessment • Audit History • Refunding Introductions • Introduction Introductions What’s new in Fee Presenters: Nancy Petree Assessment? • Migration to 6.x John Broz • SFARGFE • Fee Assessment Processing • Batch Fee Please hold all questions Assessment • Audit History until the end of the • Refunding presentation. We may answer them before you are able to ask them. What is new In Fee Assessment ? • Introduction Introductions What’s new in Fee Assessment? Please note that all of the following • Migration to 6.x information pertains to both • SFARGFE • Fee BANNER 5.6 and 6.x but we will Assessment cover 6.x for the purposes of this Processing • Batch Fee presentation. Assessment • Audit History • Refunding What is new In Fee Assessment ? • Introduction Introductions What’s new in Fee  Migration to BANNER 6.x Assessment? • Migration to 6.x  SFARGFE Enhancements • SFARGFE • Fee  Enhanced Rules for Fee Assessment Assessment Processing Processing • Batch Fee  Batch Fee Assessment Changes Assessment (SFRFASC) • Audit History • Refunding  New Registration Fee Audit History (SFAFAUD)  Changes in Refunding Using Combined Per Credit and Flat (Plateau) Refunds • Introduction • Migration to 6.x • SFARGFE Migration to • Fee Assessment Processing • Batch Fee Assessment BANNER 6.x for Fee • Audit History • Refunding Assessment Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x  Please review the 6.0 Release Guide, the Overview 6.0 User Guide, and the SCT FAQs for Fee Guides & FAQs Cloning Assessment Enhancements before Batch Processing migrating Installing 6.x Review Rules  Clone production database to create test Batch Processing Compare Results Environment Perform Assessment  Please run Batch Processing to update all

• SFARGFE students for the current term • Fee Assessment  Install 6.x Processing  Review Assessment Rules (Plateau/ Flat fee • Batch Fee Assessment Rules) • Audit History  Run SFRFASC in test instance for creating • Refunding audit history records  Compare results with newly created Batch Processing  Perform actual assessment in Audit mode Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Guides and FAQs Overview Guides & FAQs Cloning The Student 6.0 Release Guide Batch Processing Installing 6.x Review Rules Section VI deals with the Fee Assessment Batch Processing Enhancements Compare Results Perform Assessment • SFARGFE • Fee The Student Release 6.0 User Guide Assessment Processing Chapter 13 deals with Fee Assessment • Batch Fee Assessment • Audit History The SCT FAQs for Fee Assessment • Refunding Enhancements FAQs 11504,11507,11508, and 11625 are most relevant Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Overview Test Database Guides & FAQs Cloning Batch Processing Installing 6.x Review Rules Batch Processing Compare Results Perform Assessment • SFARGFE • Fee Assessment Processing • Batch Fee Assessment • Audit History • Refunding Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Cloning for Testing Overview Guides & FAQs Cloning Batch Processing Clone your production database into a Installing 6.x Review Rules preproduction environment so that you Batch Processing Compare Results can use it for testing. You will need to Perform Assessment • SFARGFE apply the upgrade first to the test • Fee database in order to prevent problems Assessment Processing that might occur with corruption of • Batch Fee Assessment your production database. • Audit History • Refunding Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Test Database Overview Guides & FAQs Cloning Batch Processing Installing 6.x Review Rules Batch Processing Compare Results Perform Assessment • SFARGFE • Fee Assessment Processing • Batch Fee Assessment • Audit History • Refunding Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Batch Processing to update all Students Overview Guides & FAQs Cloning Batch Processing SFRFASM and SFRFAS1 are obsolete Installing 6.x Review Rules as of BANNER 5.6. If you are Batch Processing Compare Results upgrading from BANNER 5.5, please Perform Assessment • SFARGFE run Batch Processing using whichever • Fee of these two processes are valid for Assessment Processing your institution. This is important • Batch Fee Assessment because you will not have the option • Audit History after you upgrade and you will need • Refunding this to compare data to be sure your new Fee Assessment rules are calculating correctly for BANNER 6.x. Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Overview Test Database Guides & FAQs Cloning Batch Processing Installing 6.x Review Rules Batch Processing Compare Results Perform Assessment • SFARGFE • Fee Assessment Processing • Batch Fee Assessment • Audit History • Refunding Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Install 6.x Overview Guides & FAQs Cloning Batch Processing Be sure to install BANNER 6.x in the Installing 6.x Review Rules test database only so that you can Batch Processing Compare Results perform testing without corruption of Perform Assessment • SFARGFE your actual student data. • Fee Assessment Processing • Batch Fee Assessment • Audit History • Refunding Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Overview Test Database Guides & FAQs Cloning Batch Processing Installing 6.x Review Rules Batch Processing Compare Results Perform Assessment • SFARGFE • Fee Assessment Processing • Batch Fee Assessment • Audit History • Refunding Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Review Assessment Rules Overview Guides & FAQs Cloning Plateau Hours have been replaced by the Batch Processing Installing 6.x new Flat Hours. You will need to examine all Review Rules your rules that contained Plateau Hours and Batch Processing Compare Results change them. Perform Assessment • SFARGFE Negative rules are no longer needed when • Fee Assessment using Plateau/Flat fee rules. Because of Processing Board of Regents policy, no one in the • Batch Fee University System of Georgia should have Assessment negative rules in conjunction with Flat fees. • Audit History • Refunding However, if you wish, you can identify negative rules with the srefrgfe.sql script. Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Overview Test Database Guides & FAQs Cloning Batch Processing Installing 6.x Review Rules Batch Processing Compare Results Perform Assessment • SFARGFE • Fee Assessment Processing • Batch Fee Assessment • Audit History • Refunding Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Update all Students in Test Instance Overview Guides & FAQs Cloning Batch Processing Once you have rules set up in your test Installing 6.x Review Rules database in which you have Batch Processing Compare Results installed Banner 6.x, you will need to Perform Assessment • SFARGFE run batch processing via SFRFASC. • Fee Please run this in Audit Mode to create Assessment Processing Audit History Records in your test • Batch Fee Assessment database. • Audit History • Refunding Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Overview Test Database Guides & FAQs Cloning Batch Processing Installing 6.x Review Rules Batch Processing Compare Results Perform Assessment • SFARGFE • Fee Assessment Processing • Batch Fee Assessment • Audit History • Refunding Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Compare Results in Batch Processing Overview Guides & FAQs Cloning Batch Processing Compare the results from your previous Installing 6.x Batch Processing with your actual records Review Rules Batch Processing that you updated in the test database. This Compare Results Perform Assessment should show any anomalies that are a result • SFARGFE of rules that still need to be examined or • Fee changed under the new Fee Assessment Assessment Processing Enhancements. • Batch Fee Assessment Also as a further measure, you can run • Audit History Batch Processing in Audit mode a second • Refunding time. Anything that appears on this second report should be treated as an anomaly. Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Overview Test Database Guides & FAQs Cloning Batch Processing Installing 6.x Review Rules Batch Processing Compare Results Perform Assessment • SFARGFE • Fee Assessment Processing • Batch Fee Assessment • Audit History • Refunding Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Perform actual assessment in Audit mode Overview Guides & FAQs Cloning Batch Processing Only after you have tested and Installing 6.x Review Rules certified that all of the rules are Batch Processing Compare Results working properly, can you install Perform Assessment • SFARGFE BANNER 6.x on your actual • Fee production database and run Batch Assessment Processing Processing (SFRFASC). Only run • Batch Fee Assessment the Batch Processing in Audit Mode • Audit History for the current term and any terms • Refunding with pre-registration data. This will insure that you create Audit History Records for all your students without applying charges twice. Migration to BANNER 6.x for Fee Assessment • Introduction • Migration to 6.x Overview Production Database Guides & FAQs Cloning Batch Processing Installing 6.x Review Rules Batch Processing Compare Results Perform Assessment • SFARGFE • Fee Assessment Processing • Batch Fee Assessment • Audit History • Refunding Then perform all of these steps again on your production database. • Introduction • Migration to 6.x • SFARGFE SFARGFE • Fee Assessment Processing • Batch Fee Assessment Enhancements • Audit History • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x • SFARGFE Key Block Additions Key Block Additions Registration Charges and Fees Additions Rule Type Field • Fee Assessment Use this pull-down Processing Menu to select valid • Batch Fee rule types such as Assessment ATTR, CAMPUS, • Audit History LEVEL, and STUDENT. • Refunding Only the selected Rule Type will be displayed below. SFARGFE Enhancements • Introduction • Migration to 6.x • SFARGFE Key Block Additions Key Block Additions Registration Charges and Fees Additions Rule Types • Fee Assessment Processing ATTR • Batch Fee This is used to associate Assessment Student attributes from the • Audit History student record (SGASTDN • Refunding and SAAADMS). SFARGFE Enhancements • Introduction • Migration to 6.x • SFARGFE Key Block Additions Key Block Additions Registration Charges and Fees Additions Rule Types • Fee Assessment Processing CAMPUS • Batch Fee This is used for setting Assessment academic fees per campus. • Audit History This was formerly page • Refunding three in SFARGFE. SFARGFE Enhancements • Introduction • Migration to 6.x • SFARGFE Key Block Additions Key Block Additions Registration Charges and Fees Additions Rule Types • Fee Assessment Processing LEVEL • Batch Fee This is used for any rule Assessment involving student level, such • Audit History as Undergraduate Semester (US) or Graduate Semester • Refunding (GS). This was formerly page two in SFARGFE. SFARGFE Enhancements • Introduction • Migration to 6.x • SFARGFE Key Block Additions Key Block Additions Registration Charges and Fees Additions Rule Types • Fee Assessment Processing STUDENT • Batch Fee This Rule Type is used to Assessment associate fees specific to • Audit History the student. • Refunding This was formerly page one in SFARGFE. SFARGFE Enhancements • Introduction • Migration to 6.x • SFARGFE Key Block Additions Key Block Additions Registration Charges Entry Type Field and Fees Additions • Fee This allows you to build Assessment rules for pre-billing and Processing regular rules in one place. • Batch Fee Assessment You can use this to select • Audit History PREBILL or REGULAR as • Refunding the value. The majority of the USG institutions will use regular rules. SFARGFE Enhancements • Introduction • Migration to 6.x Key Block Additions • SFARGFE Key Block Additions Copy Rules To New Form Registration Charges and Fees Additions This Button has been • Fee added to allow you to Assessment copy existing rules to a Processing new term. This Button • Batch Fee opens a window where Assessment you can enter the rule • Audit History information and then • Refunding select the Process Rule Copy button to insert the copied rules into a new term and save the changes. SFARGFE Enhancements • Introduction • Migration to 6.x • SFARGFE Key Block Additions Key Block Additions Registration Charges Set Copy Ind(icator) and Fees Additions • Fee This check box is used to Assessment set the Set Cpy (Indicator) Processing for each rule on • Batch Fee Assessment SFARGFE to copy • Audit History (checked) or do not copy • Refunding (unchecked). You must be in the Registration Charges and Fees block to use this. SFARGFE Enhancements • Introduction • Migration to 6.x • SFARGFE Key Block Additions Key Block Additions Registration Charges Process Copy Ind(icator) Setting and Fees Additions • Fee The Process Copy Ind Assessment Setting button is used to Processing default each Cpy • Batch Fee (Indicator) in the form Assessment for that rule type to the • Audit History setting chosen (checked • Refunding or unchecked) by the Set Copy Ind(icator) check box. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Type (Indicator) • Fee Assessment This displays the rule as Processing pre-billing or regular as • Batch Fee selected from the Entry Assessment Type Field in the Key Block. • Audit History • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Cpy (Indicator) • Fee Assessment Cpy (Indicator) displays the chosen Processing setting, checked (copy) or unchecked • Batch Fee (do not copy), by the Set Copy Assessment Ind(icator) check box from the key block • Audit History above. This only displays the rules for • Refunding the Rule Type selected from the Rule Type Field in the Key Block. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Seq(uence Number) Field • Fee This field automatically assigns a number Assessment to each rule within a term code when the Processing rule is created. In the new Registration • Batch Fee Fee Assessment Audit Form (SFAFAUD), Assessment you can identify which rule was used to • Audit History process that assessment by referring to the sequence number and then viewing • Refunding the registration fee assessment rules for that term and rule type. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Assess by Course check box • Fee Assessment The Assess by Course Processing check box is used to apply • Batch Fee charges to a specific CRN Assessment when rules exist based • Audit History upon part-of-term, grade • Refunding mode, instructional method, and schedule type. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Crse Camp, Crse Levl, and Crse Attr • Fee Crse Camp, Crse Levl, and Assessment Field Rule Type Processing Crse Attr fields have data Crse Camp CAMPUS • Batch Fee entry restrictions, so the Crse Levl LEVEL Assessment data can only be maintained Crse Attr ATTR • Audit History when you are working on • Refunding rules of that type. None of these three fields can be maintained from the STUDENT Rule Type. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Dept Field • Fee Assessment The Dept field is for Processing creating rules that only • Batch Fee apply to a certain Assessment department. • Audit History • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Styp Field • Fee Assessment The Styp field has been Processing added so that you can • Batch Fee single out a specific Assessment Student Type for any rules • Audit History that you might create. • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Stud(ent) Attr(ibute) Field • Fee Assessment The Stud Attr field can be Processing used to designate rules for • Batch Fee students you have marked Assessment with a certain attribute. • Audit History • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Grade Mode Field • Fee Assessment The Grade Mode field Processing allows you to create rules • Batch Fee for every student taking a Assessment course with a particular • Audit History grade mode. • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Insm Field • Fee Assessment The Instructional Method Processing field has been added so • Batch Fee that a rule can be built to Assessment single out classes taught in • Audit History a certain manner. • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Schd Type Field • Fee Assessment The Schedule Type field Processing has been added to develop • Batch Fee rules that apply only to Assessment students registered in a • Audit History course of a particular • Refunding schedule type. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Admit Term Field • Fee Assessment The Admit Term field has Processing been added to apply rules • Batch Fee to students who have been Assessment admitted in a designated • Audit History term. • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Program Field • Fee Assessment The Program field allows Processing the user to develop a rule • Batch Fee that singles out students in Assessment a particular program of • Audit History study. • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Degree Field • Fee Assessment The Degree field allows the Processing user to create rules that • Batch Fee affect students that are Assessment seeking a particular degree • Audit History or that fall under a certain • Refunding degree type. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Liable Billing Hours Fields • Fee The Liable Billing Hours fields Assessment Processing can be utilized to specify a • Batch Fee range of hours in which a rule Assessment may apply. This range applies • Audit History to the total number of hours • Refunding that a student registers for in a given term. This was formerly the credit hours. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Total Student Liable Hours Fields • Fee The Total Student Liable Assessment Processing Hours fields have been added • Batch Fee to specify the student’s liable Assessment billing hours. This range • Audit History applies to the actual hours • Refunding that a student is currently enrolled for in a term. This was formerly the student hours. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Registration Dates Fields • Fee Assessment The Registration Dates Processing fields are used to create • Batch Fee rules that affect any student Assessment who has initially registered • Audit History in a certain date range. • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Flat Charge Hours Range Fields • Fee Assessment The Flat Charge Hours Processing Range fields define a range • Batch Fee in which a flat charge is Assessment applied. This replaces the • Audit History previous Plateau check box • Refunding that was used to define a maximum charge. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Flat Charge Amount Field • Fee Assessment This field defines the Processing amount that is charged for • Batch Fee a range defined by the Flat Assessment Charge Hours Range fields. • Audit History • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Crse Overload Start Hours Fields • Fee The Crse Overload Start Hours Assessment Processing field designates a point in a • Batch Fee student’s total Registered hours in Assessment which a hourly rate will again apply • Audit History as an Overload charge beyond the • Refunding Flat Charge Amount. This is a function that will likely not apply to institutions within the University System of Georgia. SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions User Field • Fee Assessment The User field has been Processing added to identify the • Batch Fee BANNER user that has Assessment created, or last updated a • Audit History rule. • Refunding SFARGFE Enhancements • Introduction • Migration to 6.x Registration Charges and • SFARGFE Key Block Additions Registration Charges Fees Block Additions and Fees Additions Activity Date Field • Fee Assessment The Activity Date field Processing shows the last date that a • Batch Fee rule was updated. This Assessment changes along with the • Audit History User field every time that a • Refunding rule is updated or changed. • Introduction • Migration to 6.x • SFARGFE • Fee Assessment Intermission Processing • Batch Fee Assessment • Audit History • Refunding • Introduction • Migration to 6.x Fee Assessment • SFARGFE • Fee Assessment Processing Processing • Batch Fee Assessment • Audit History • Refunding Fee Assessment Processing • Introduction • Migration to 6.x • SFARGFE  Per Credit and Flat Fee • Fee Assessment Processing Processing Overview Per Credit & Flat Fee Processing New Fee Assessment  Steps New Fee Assessment • Batch Fee Processing steps Assessment • Audit History • Refunding Fee Assessment Processing • Introduction • Migration to 6.x Per Credit and Flat Fee Processing • SFARGFE • Fee Old Per Credit system Assessment Processing Overview In this example, we take a look at Per Credit & Flat Fee Processing a regular per credit rule setup New Fee Assessment Steps with a definite cap (e.g. a rule • Batch Fee Assessment that charges a fee of $80 per • Audit History credit up to a grand total, such as • Refunding $1000). Fee Assessment Processing • Introduction • Migration to 6.x Per Credit and Flat Fee Processing • SFARGFE • Fee Old Per Credit system Assessment Processing For the rule described, we would only need to Overview Per Credit & Flat create one rule that had a maximum charge of Fee Processing $1000, using the values below. New Fee Assessment Steps • Batch Fee Assessment Detl Per Min Max Levl Hours Hours Credit Fr(om) To • Audit History 1008 80.00 0.00 1000.00 US 1.00 99.00 • Refunding Fee Assessment Processing • Introduction • Migration to 6.x Per Credit and Flat Fee Processing • SFARGFE • Fee New Per Credit system Assessment Processing For the new flat fee processing, two rules will Overview Per Credit & Flat need to be made: One to define the hourly Fee Processing charge, and one to define the flat fee charge. New Fee Assessment Steps • Batch Fee Seq Detl Per Min Max Levl From To From To Flat Flat Credit Liable Liable Flat Hours Charge Assessment Billing Billing Hours • Audit History Hours Hours 1 1008 80.00 0.00 9999.99 US 0.01 11.99 • Refunding 2 1008 0.00 0.00 9999.99 US 12.00 99.99 12.00 99.00 1000.0 Fee Assessment Processing • Introduction • Migration to 6.x Per Credit and Flat Fee Processing • SFARGFE • Fee New Per Credit system Assessment Processing Notice that on the old rule if a student were to Overview Per Credit & Flat register for 12 hours they would be charged Fee Processing $960. Once they registered for anything 13 New Fee Assessment Steps hours or over they would hit the $1000 limit. • Batch Fee Assessment • Audit History 12 X $80.00 = $960.00 • Refunding

Detl Per Min Max Levl Hours Hours Credit Fr(om) To 1008 80.00 0.00 1000.00 US 1.00 99.00 Fee Assessment Processing • Introduction • Migration to 6.x Per Credit and Flat Fee Processing • SFARGFE • Fee New Per Credit system Assessment Processing On the new set of rules, any student who is Overview Per Credit & Flat enrolled for 12 hours or more is charged the Fee Processing flat rate of $1000. New Fee Assessment Steps • Batch Fee Assessment • Audit History Seq Detl Per Min Max Levl From To From To Flat Flat • Refunding Credit Liable Liable Flat Hours Charge Billing Billing Hours Hours Hours 1 1008 0.00 0.00 9999.99 US 0.01 11.99 2 1008 0.00 0.00 9999.99 US 12.00 99.99 12.00 99.00 1000.0 Fee Assessment Processing • Introduction • Migration to 6.x New Fee Assessment Processing steps • SFARGFE • Fee Assessment Processing In looking at the way that Fee Overview Assessment now processes rules, let's Per Credit & Flat Fee Processing pick the two rules that we created for New Fee Assessment Steps flat fee processing. • Batch Fee Assessment • Audit History Seq Detl Per Min Max Levl From To From To Flat Flat • Refunding Credit Liable Liable Flat Hours Charge Billing Billing Hours Hours Hours 1 1008 0.00 0.00 9999.99 US 0.01 11.99 2 1008 0.00 0.00 9999.99 US 12.00 99.99 12.00 99.00 1000.0 Fee Assessment Processing • Introduction • Migration to 6.x New Fee Assessment Processing steps • SFARGFE • Fee Let's say a student registers for three classes. Assessment Notice these three classes as a whole fall under Processing Overview the first rule and charged $80 per hour. Per Credit & Flat Fee Processing New Fee Assessment Steps • Batch Fee Assessment • Audit History • Refunding

Seq Detl Per Min Max Levl From To From To Flat Flat Credit Liable Liable Flat Hours Charge Billing Billing Hours Hours Hours 1 1008 0.00 0.00 9999.99 US 0.01 11.99 2 1008 0.00 0.00 9999.99 US 12.00 99.99 12.00 99.00 1000.0 Fee Assessment Processing • Introduction • Migration to 6.x New Fee Assessment Processing steps • SFARGFE • Fee Fee assessment checks the following settings Assessment Processing in STVRSTS. Overview Per Credit & Flat Fee Processing New Fee Assessment Steps • Batch Fee Assessment

• Audit History The Count in Enrl and the Count in Asmt • Refunding (Indicators) are checked. Also, the W/D Ind(icator) is not checked.

Because the W/D Ind(icator) is not checked this sets the Liability Multiplier to 100%. Fee Assessment Processing • Introduction • Migration to 6.x New Fee Assessment Processing steps • SFARGFE • Fee Then the following calculation is used. The Assessment Processing Liability Multiplier, being 100%, is expressed Overview here in decimal format as 1.0. Per Credit & Flat Fee Processing New Fee Assessment CRN (Liable Hours X Liability Multiplier) X Per Credit Charge Steps 80444 ( 3.000 X 1.0 ) X 80.00 = 240.00 • Batch Fee 80424 ( 3.000 X 1.0 ) X 80.00 = 240.00 Assessment 80991 ( 3.000 X 1.0 ) X 80.00 = 240.00 • Audit History 720.00 • Refunding • Introduction • Migration to 6.x Batch Fee • SFARGFE • Fee Assessment Processing Assessment • Batch Fee Assessment • Audit History • Refunding Batch Fee Assessment • Introduction • Migration to 6.x New Functionality in SFRFASC • SFARGFE • Fee Assessment  Processing assessments using a Processing population selection • Batch Fee Assessment  Choosing your output format • Audit History • Refunding (audit and/or accounting records)  Creating the last audit records for migration purposes  Processing in collector mode and with an enrollment status • Introduction • Migration to 6.x • SFARGFE Audit History • Fee Assessment Processing • Batch Fee Assessment (SFAFAUD) • Audit History • Refunding Audit History (SFAFAUD) • Introduction • Migration to 6.x Using SFAFAUD, you can see every change in the • SFARGFE history beyond what is seen by TSAAREV. • Fee Assessment Processing Let's return to our student, who is registered for three • Batch Fee courses under the rules that we had set up for $80 per Assessment hour and a $1000 flat fee after 12 hours. • Audit History • Refunding

• Migration to 6.x Looking at the Audit History Record, we notice that the student • SFARGFE was charged the $720 tuition fee as would be computed for 9 • Fee hours at $80 per hour. There is also a $75 Flat fee set up as a Assessment technology fee. Processing • Batch Fee Notice this is doubled. The fees were actually assessed twice Assessment as you can see by the time. Once at 2:33:50 and again three • Audit History seconds later. You should also notice that the most recent • Refunding assessment remains at the top and the assessment steps appear in descending order. Audit History (SFAFAUD) • Introduction • Migration to 6.x As you’ll notice, even though the fee assessment • SFARGFE is doubled in SFAFAUD (at the bottom), it is only • Fee Assessment charged once, as you’ll see in TSAAREV (in the Processing middle of the screen). • Batch Fee Assessment • Audit History • Refunding Audit History (SFAFAUD) • Introduction • Migration to 6.x Now adding the following course (at the top), you’ll • SFARGFE notice that the charge appears in TSAAREV (in the • Fee middle) as one fee, while in SFAFAUD (at the bottom) it Assessment appears as a total reassessment of all fees. Processing • Batch Fee Assessment • Audit History • Refunding Audit History (SFAFAUD) • Introduction • Migration to 6.x Notice also, in these two screen shots of • SFARGFE SFAFAUD that the sequence number restarts with • Fee Assessment each date in which the fees were assessed. Processing • Batch Fee Assessment • Audit History • Refunding Audit History (SFAFAUD) • Introduction • Migration to 6.x As you can see, the Audit History form can quickly • SFARGFE become filled with several layers of audit records. • Fee Assessment This creates a need to purge the form and empty Processing out the audit history table to make navigation • Batch Fee easier and to avoid confusion. Assessment • Audit History • Refunding Audit History (SFAFAUD) • Introduction • Migration to 6.x The new Purge Fee Assessment Process • SFARGFE (SFPFAUD) has been added to clear the Audit • Fee Assessment History form. This can be done at the institution’s Processing discretion, whether once a year, at the end of • Batch Fee each semester, or whenever they deem fit. Assessment • Audit History • Refunding Audit History (SFAFAUD) • Introduction • Migration to 6.x The new Purge Fee Assessment Process • SFARGFE (SFPFAUD) allows you to do the following. • Fee Assessment Processing • Run the purge process for a • Batch Fee range of transaction dates, for a Assessment specific term, or for an ID. • Audit History • Keep only the last assessment • Refunding records. • Print summary or detail information. • Run the purge in audit or update mode. • Introduction • Migration to 6.x • SFARGFE • Fee Assessment Refunding Processing • Batch Fee Assessment • Audit History • Refunding Refunding • Introduction • Migration to 6.x • SFARGFE  Changes in Refund by • Fee Course Assessment Processing • Batch Fee Assessment  Refunding by Enrollment • Audit History • Refunding Status Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFARSTS Assessment Processing When refunding by course, the • Batch Fee Assessment previous account record is always • Audit History consulted. • Refunding SFARSTS SFAESTS Part of Term How the charge was created is always Refunding checked (whether by flat charge or hourly rate). Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFARSTS Assessment Processing To define refund rules for each course, you’ll • Batch Fee have to use SFARSTS. Here each rule is Assessment effected by the status of the course during • Audit History reassessment of fees for refunding. Below is a • Refunding sample of these rules. SFARSTS SFAESTS Part of Term Refunding Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFARSTS Assessment Each of the rules is defined for a certain date range Processing giving the refund percentage to take place during the • Batch Fee range. Assessment • Audit History The Tuition Refund is expressed as the percentage of • Refunding money a student should be refunded. SFARSTS SFAESTS Part of Term Refunding Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFARSTS Assessment Processing If we were to take the Liability Multiplier for each • Batch Fee code and place it next to the Tuition Refund Assessment field, we would notice that the two are inversely • Audit History related. This meaning that if we took the two • Refunding values and added them, they would always SFARSTS equal 100%. SFAESTS Part of Term Refunding Liability Multiplier 1.00

0.00 Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFARSTS Assessment Processing Let's take a look at our student. Notice that he • Batch Fee is registered for a total of fourteen hours. Assessment • Audit History • Refunding SFARSTS SFAESTS Part of Term Refunding

+____ 14.000 Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFARSTS Assessment Processing Registered for fourteen hours, our student • Batch Fee would fall under the flat fee rule and be Assessment charged a flat fee of $1000, as seen in • Audit History SFAFAUD below. • Refunding SFARSTS SFAESTS Part of Term Refunding

Seq Detl Per Min Max Levl From To From To Flat Flat Credit Liable Liable Flat Hours Charge Billing Billing Hours Hours Hours 1 1008 0.00 80.00 9999.99 US 0.01 11.99 2 1008 0.00 0.00 9999.99 US 12.00 99.99 12.00 99.00 1000.0 Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFARSTS Assessment If the student were to drop two of those classes, on Processing April 13th, 2004, then according to our registration • Batch Fee status rules from SFARSTS, the student would be Assessment eligible for a 100% refund. • Audit History • Refunding SFARSTS SFAESTS Part of Term Refunding Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFARSTS Assessment Processing In order to assess a refund, the new refunding • Batch Fee system first reassesses the fees for the Assessment classes registered, by using the Liability • Audit History Multiplier in the formula below. • Refunding SFARSTS CRN Subject Registration ( Liable X Liability ) X Per SFAESTS Credit . . Status Hours Part of Term Multiplier Charge Refunding = 160.00 20803 ARTS RE ( 2.000 X 1.0 ) X 80.00 = 240.00 20075 HIST W RE ( 3.000 X 1.0 ) X 80.00 = 0.00 21548 BIOL W DC ( 3.000 X 0.0 ) X 80.00 = 0.00 20462 ENGL G DC ( 2.000 X 0.0 ) X 80.00 = 240.00 22152 MATH W RE ( 3.000 X 1.0 ) X 80.00 640.00 Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFARSTS Assessment As you can see below, the amount charged as Processing reassessed in SFAFAUD matches our calculations. • Batch Fee Notice, however, that the fees were not refunded Assessment because the student is still enrolled in classes. • Audit History

• Refunding CRN Subject Registration ( Liable X Liability ) X Per SFARSTS Credit . . Status Hours Multiplier SFAESTS Charge = 160.00 Part of Term 20803 ARTS RE ( 2.000 X 1.0 ) X 80.00 = 240.00 Refunding 20075 HIST W RE ( 3.000 X 1.0 ) X 80.00 = 0.00 21548 BIOL W DC ( 3.000 X 0.0 ) X 80.00 = 0.00 20462 ENGL G DC ( 2.000 X 0.0 ) X 80.00 = 240.00 22152 MATH W RE ( 3.000 X 1.0 ) X 80.00 640.00 Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFAESTS Assessment Processing Now, let's look at the rules for refunding by • Batch Fee enrollment status. Here each rule is effected by Assessment the status of the student’s enrollment during • Audit History reassessment of fees for refunding. Below is a • Refunding sample of these rules. SFARSTS SFAESTS Part of Term Refunding Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFAESTS Assessment Processing Let's take a look at a different student. Notice • Batch Fee that this one is registered for a total of thirteen Assessment hours. • Audit History • Refunding SFARSTS SFAESTS Part of Term Refunding

+____ 13.000 Refunding • Introduction • Migration to 6.x Changes in Refunding by Course • SFARGFE • Fee Refund Rules: SFAESTS Assessment Processing Registered for thirteen hours, this student also • Batch Fee falls under the flat fee rule and would be Assessment charged a flat fee of $1000, as seen in • Audit History SFAFAUD below. • Refunding SFARSTS SFAESTS Part of Term Refunding

Liability Multiplier .60 • Introduction • Migration to 6.x • SFARGFE • Fee Part of Term Refunding Assessment Processing • Batch Fee Assessment • Audit History • Refunding SFARSTS SFAESTS Part of Term Refunding Part of Term Refunding • Introduction • Migration to 6.x Part of Term refunding sample: • SFARGFE • Fee  Verified the indicators in STVRSTS were set. Assessment Processing  Built one simple fee assessment rule for • Batch Fee tuition and two simple fee assessment rules Assessment for an academic fee. There is a 234.00 • Audit History additional charge associated with the POT 4 • Refunding course. SFARSTS SFAESTS • 1005 100.00 .00 5000.00 US Resident .01 to 99.99 Part of Term Refunding (Student rule) • 5051 32.50 .00 32.50 A A .01 to 4.99 (Campus rule) • 5051 65.00 .00 65.00 A A 5.00 to 99.99 (Campus rule) Part of Term Refunding • Introduction • Migration to 6.x Part of Term refunding sample: • SFARGFE • Fee  Enrolled student in several parts of term for Assessment Processing 200305. Assessed fees for the student for a • Batch Fee total of $1699.00. Assessment • 50011 ARTS 1105 2 hrs POT 1 • Audit History • 50105 ENGL 1101 3 hrs POT 2 • Refunding • 50114 SPAN 1002 3 hrs POT 3 SFARSTS SFAESTS • 51090 MATH 1101 3 hrs POT 4 Part of Term Refunding  Withdrew student from courses as follows: • POT 1 WS 12-JUN-2003 77.20% 2 hrs • POT 2 WS 12-JUN-2003 68.25% 6 hrs • POT 3 WS 07-JUL-2003 89.90% 3 hrs • POT 4 WS 08-MAY-2003 84.35% 3 hrs Part of Term Refunding • Introduction • Migration to 6.x Part of Term refunding sample: • SFARGFE • Fee Assessment The previous sample refunded tuition Processing correctly. However, the academic fee was • Batch Fee Assessment not refunded as expected. • Audit History • Refunding The more complex the tuition fee SFARSTS SFAESTS assessment rules are the more problematic Part of Term Refunding Part of Term refunding becomes. Part of Term Refunding • Introduction • Migration to 6.x Part of Term refunding in 6.x • SFARGFE • Fee Assessment Processing In BANNER 6.x, Part of Term refunding will not • Batch Fee work unless the Assess by Course indicator is Assessment checked on SFARGFE. However, when the • Audit History Assess by Course indicator is used, flat fee • Refunding processing will not work. SFARSTS SFAESTS Part of Term Refunding • Introduction • Migration to 6.x • SFARGFE • Fee Documentation! Assessment Processing • Batch Fee www.usg.edu/banner/training Assessment • Audit History Under the Workshops header • Refunding you should find:

Presentation FAQs Student Release Guide User Guide: Chapter 13 • Introduction • Migration to 6.x • SFARGFE Helpdesk Contact • Fee Assessment Processing • Batch Fee Information: Assessment • Audit History http://www.usg.edu/oiit/dir/contact.phtml • Refunding Office of Information & Instructional Technology Board of Regents of the University System of Georgia 1865 West Broad Street Athens, GA 30606 USA Ph: 706/369-5678 Fax: 706/369-6429 • Introduction • Migration to 6.x • SFARGFE • Fee Questions??? Assessment Processing • Batch Fee Assessment • Audit History • Refunding