1. From the Payment Plan Assignment window, click the Update Results and Rules link.

2. In the Update Results and Rules window, make updates to the Results Definition and Results Rules Definition tabs for the PMT Update Type. The Results Definition tab shows the plan name, and the Results Rules Definition tab lets you define rules for the selected plan name. Use the Print Rules tab to preview results. Example

   

3. Save your changes and close the window to return to the Payment Plan Assignment window.

 

1. Open the Payment Plan Availability window.

2. From the Students drop-down, select a query to find students that need payment plans.

3. Click the Select Plans button. The Select Report Criteria window opens.

4. Using the Add and Remove buttons, move the payment plans you want to include from the Available column to the Selected column. Example

   

1. Select only one plan if you want to assign a payment plan to the selected students.

2. Select multiple plans if you want to make several plans available for students to select from in the Campus Portal.  

5. Click OK to close the Select Report Criteria window and return to the Payment Plan Availability window.

6. The Preview/ Preliminary checkbox is selected by default so you can review plans and students before making assignments or making plans available to students. Deselect the checkbox if you are ready to assign or make plans available to students.

7. The Use Rules Based Updates checkbox is selected by default to determine which payment plans should be made available to students based on payment plan rules (e.g., only assign plans to students with a balance more than $1,000). Deselect the checkbox to make the payment plans selected in the Select Report Criteria window available to students in the query.

When the Use Rules Based Updates checkbox is selected or deselected, the payment plans are cleared. You'll need to select plans again to enable the plan assignment buttons.

8. Select the appropriate plan assignment button.

1. Click Make Plans Available if you want students to select a plan in the Campus Portal from the plans selected in the Select Report Criteria window or the rules defined.

2. Click Assign Plan if you've selected one plan that you want to assign to the selected students.

3. Click Schedule to enter scheduling information to assign plans.

1. In the pop-up, select either Make Plans Available or Assign Plan.

2. Click Proceed.

3. In the Process Schedule window, enter and save scheduling details for the selected process.

 

If the Preview/ Preliminary checkbox is selected, the Schedule button is disabled.   When either Make Plans Available or Assign Plan is clicked while the Preview/ Preliminary checkbox is selected, a progress bar appears and you can monitor how many plans have been assigned at the bottom of the application. An application log appears for you to review the list of students and plan assignment details. Example           When the Preview/ Preliminary checkbox is deselected, clicking Make Plans Available or Assign Plans initiates the process. The progress bar updates and payment plan information is available to students in the Campus Portal when the process completes. You'll still see an application log with the list of students and plan assignment details. Example

If the Use Rules Based Update checkbox was selected, either none of the students from the selected query met the eligibility criteria to be assigned a payment plan, or all the selected students had a balance of $0. If the Use Rules Based Update checkbox was not selected, all the selected students had a balance of $0 and could not be assigned a payment plan.

 

You may not have permission to schedule processes, or your machine may not be included in the list of machines allowed to run scheduled processes. For more information about scheduling, contact your campus support team or see the Process Scheduler Overview.

You can make several plans available to students for them to select in the Campus Portal, but you can assign only one plan at a time to the selected students. To assign a different payment plan to another group of students, you'll need to run the process again with that plan selected.