Jenzabar Campus Portal Features Help Hub

Tasklist - Archive

Tip

Only releases with enhancements or resolved issues for this module have content below.

Added Functions

Function ID

Module

Function

Purpose

Added to Tasklist Groups

Added to Activity Centers

Allowed for Activity Centers

40574

RE

Texas Undergraduate Funding Limit Definition

This function gives users permission to the Texas Undergraduate Funding Limit Definition window. Users can maintain definition data.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

Settings - Texas State Reporting

Y

64079

AP

Invoices with Dependent Data Popup

This window displays when a user attempts to delete an invoice batch which contains an invoice that is tied to an asset and the asset is in a status not equal to Review or CIP.

J1_ADMIN

n/a

N

Added Functions

None

Changed Functions

None

Removed Functions
Removed Functions

Function ID

Module

Function

Removed from Default Tasklist Groups

21089

CM

Addresses Tab - User Defined Window - User Columns Tab

J1_ADMANAGER, J1_ADMIN, J1_ADUSER, J1_APMANAGER, J1_APUSER, J1_ARMANAGER, J1_ARUSER,      J1_AVMANAGER, J1_AVUSER, J1_CMMANAGER,   J1_DEDATAENTRY, J1_DEINQUIRY, J1_DEMANAGER,   J1_FXMANAGER, J1_FXUSER, J1_GLMANAGER, J1_GLUSER, J1_PAMANAGER, J1_PAUSER, J1_PEMANAGER, J1_PEUSER, J1_PFMANAGER, J1_PFUSER, J1_POMANAGER, J1_POUSER,  J1_READMIN, J1_REMANAGER, J1_REUSER, J1_SAMANAGER, J1_SAUSER, J1_TRAINEE, J1_TWADMIN, J1_TWMANAGER,   J1_TWUSER

21150

CM

User Defined Window - User Columns Tab

J1_ADMIN, J1_CMMANAGER, J1_TRAINEE

32215

AD

Address Tab - User Defined Window - User Columns Tab

J1_ADMANAGER, J1_ADMIN, J1_ADUSER, J1_TRAINEE

40352

RE

User Columns (User Defined Forms - Student Information Window, Address Tab)

J1_ADMIN, J1_REMANAGER, J1_REUSER, J1_TRAINEE

52045

DE

Address Tab - User Defined Window - User Columns Tab

J1_ADMIN, J1_DEDATAENTRY, J1_DEMANAGER, J1_TRAINEE

80298

PE

Applicant – Maintain Addresses user form (Columns)

J1_ADMIN, J1_PEMANAGER, J1_PEUSER, J1_TRAINEE

80324

PA

Addresses Tab - User Defined Forms - User Columns Tab

J1_ADMIN, J1_PAMANAGER, J1_PAUSER, J1_TRAINEE

80339

PE

Addresses Tab - User Defined Forms - User Columns Tab

J1_ADMIN, J1_PEMANAGER , J1_PEUSER, J1_TRAINEE

140000

CM

Izenda Report Model

J1_ADMIN, J1_TRAINEE

140001

CM

Izenda Datasource Categories

J1_ADMIN, J1_TRAINEE

140002

CM

Izenda Formats

J1_ADMIN, J1_TRAINEE

140003

CM

Izenda Functions

J1_ADMIN, J1_TRAINEE

140004

CM

Izenda Database Connections

J1_ADMIN, J1_TRAINEE

140005

CM

Izenda Datasource Permissions

J1_ADMIN, J1_TRAINEE

Existing Tasklist Functions Assigned to Default Tasklist Groups

None

Existing Tasklist Functions Removed from a Default Tasklist Group

None

Existing Tasklist Functions Moved from One Default Tasklist Group to Another

None

2020.3

Added Functions

Function ID

Module

Function

Purpose

Added to Tasklist Groups

Added to Activity Centers

Allowed_For_Activity_Centers

23028

CM

Test Location Type Definition

This function gives permissions to the Test Location Type Definition window which allows user to define Test Location Type Definition.

J1_TRAINEE

J1_REMANAGER

J1_CMMANAGER

J1_ADMIN

J1_ADMANAGER

Settings - Registration

Settings - Common

Settings - Admissions

Y

80100

PA

Payroll Process Locks

This window allows the administrator to clear any payroll process locks that have been placed on a payroll process or employee. Payroll process locks are inserted by the software to prevent a user from changing data about an employee when the pay run edit, create checks/deposit or update payroll processes are being run.

J1_TRAINEE

J1_PAUSER

J1_PAMANAGER

J1_ADMIN

Payroll Processing

Y

10080

PF

Financial Aid Tab JFA FM Data

This gives users access to the FM data information on the Financial Aid tab when JFA is used.

J1_PFMANAGER

J1_ADMIN

N

10081

PF

Financial Aid Tab JFA Disbursement Button

This gives users access to the Disbursement information on the Financial Aid tab when JFA is used.

J1_PFMANAGER

J1_ADMIN

N

Changed Functions

None

Removed Functions

None

Existing Tasklist Functions Assigned to Default Tasklist Groups

None

Existing Tasklist Functions Removed from a Default Tasklist Group

None

Existing Tasklist Functions Moved from One Default Tasklist Group to Another

None

Added Functions

Function ID

Module

Function

Purpose

Added to Tasklist Groups

Added to Activity Centers

Allowed_For_Activity_Centers

21372

CM

Additional Names Delete Button

This permission allows the user to delete a row in additional name window.

N

21373

CM

Additional Names Edit Rows

This permission allows the user to edit rows in additional name window.

N

64077

AP

Immediate Check Invoice

This function gives permissions to create immediate check invoices.

J1_APMANAGER

J1_ADMIN

N

64078

AP

Manual Check Invoice

This function gives permissions to create manual check invoices.

J1_APMANAGER

J1_ADMIN

N

Changed Functions

None

Removed Functions

None

Existing Tasklist Functions Assigned to Default Tasklist Groups

None

Existing Tasklist Functions Removed from a Default Tasklist Group

None

Existing Tasklist Functions Moved from One Default Tasklist Group to Another

None

Added Functions

Function ID

Module

Function

Purpose

Added to Tasklist Groups

Added to Activity Centers

Allowed_For_Activity_Centers

62116

AR

Return Non-Refundable Aid to Financial Aid

This window executes a process that locates non-refundable financial aid open item credits and packages them into the necessary format to communicate to PowerFAIDS or Jenzabar Financial Aid that these non-refundable financial aid open item credits are being returned to Financial Aid.  If you are not an open items customer and/or you do not use the Apply Aid First methodology, then you would not use this window.

JEX_ADMIN

Process Student Refunds

Invoice Creation

Y

Changed Functions

Function ID

Module

Function

Purpose

Added to Default Tasklist Groups

22010

CM

Manage Holds

Changed function description from "Student Holds" to "Manage Holds"

No change

62108

AR

Payment Plan Availability

Changed function description from "Payment Plan Assignment" to "Payment Plan Availability"

No change

Removed Functions

Function ID

Module

Function

Comments

Removed from Default Tasklist Groups

100015

PF

Create Student Awards Update for Financial Aid

J1_ADMIN

J1_PFMANAGER

J1_PFUSER

J1_TRAINEE

Existing Tasklist Functions Assigned to Default Tasklist Groups

None

Existing Tasklist Functions Removed from a Default Tasklist Group

None

Existing Tasklist Functions Moved from One Default Tasklist Group to Another

None

Added Functions

Function ID

Module

Function

Purpose

Added to Tasklist Groups

Added to Activity Centers

Allowed_For_Activity_Centers

21370

CM

Additional Name Types

This window allows the user to assign groups to additional name types.

J1_TRAINEE

J1_CMMANAGER

J1_ADMIN

Settings - Common

Y

21371

CM

Additional Names

This window allows the user to assign groups to additional name types.

J1_TRAINEE

J1_CMMANAGER

J1_ADMIN

Settings - Common

Y

23026

CM

Forget Data button

This function controls the user permission to the Forget Data button in the Data Privacy Requests window

J1_TRAINEE

J1_CMMANAGER

J1_ADMIN

N

23027

CM

Export Data button

This function controls the user permission to the Export Data button in the Data Privacy Requests window

J1_TRAINEE

J1_CMMANAGER

J1_ADMIN

N

42007

RE

CBE Type Definition

This function gives users permission to the CBE Type Definition window, which allows users to define all of the setup related to CBE Types.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

Settings - Competencies

Y

42008

RE

CBE Category Level Definition

This function gives users permission to the CBE Category Level Definition window, which allows users to define all of the setup related to CBE Category Levels.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

Settings - Competencies

Y

42009

RE

CBE Learning Outcomes Definition

This function gives users permission to the CBE Learning Outcomes Definition window, which allows users to define all of the setup related to CBE Learning Outcomes.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

Settings - Competencies

Y

42010

RE

CBE Competency Definition

This function gives users permission to the CBE Competency Definition window, which allows users to define all of the setup related to CBE Competencies.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

Settings - Competencies

Y

42011

RE

User Defined Forms - Tab Configuration Tab

This function gives users access to the Tab Configuration tab on the User Defined window that is accessed from the User button on the CBE Learning Outcome Definition window. From this tab, the user can choose to hide or display the User Table tabs, as well as change the name of tabs.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

N

42012

RE

User Defined Forms - User Table Tab

This function gives users access to the User Columns tab on the User Defined window that is accessed from the User button in the CBE Learning Outcomes window. From this tab, the user can view and edit user defined fields on the LEARNINGOUTCOMEDEFINITION_UDF table.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

N

42013

RE

User Defined Forms - Tab Configuration Tab

This function gives users access to the Tab Configuration tab on the User Defined window that is accessed from the User button on the CBE Competency Definition window. From this tab, the user can choose to hide or display the User Table tabs, as well as change the name of tabs.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

N

42014

RE

User Defined Forms - User Table Tab

This function gives users access to the User Columns tab on the User Defined window that is accessed from the User button in the CBE Competency Definition window. From this tab, the user can view and edit user defined fields on the CBECOMPETENCY_UDF table.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

N

42015

RE

User Button

This function gives users permission to the CBE Type Definition window user button, which allows users to update corresponding user defined table columns/information.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

N

42016

RE

User Button

This function gives users permission to the CBE Learning Outcomes Definition window user button, which allows users to update corresponding user defined table columns/information.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

N

100079

PF

Award Year Definition

This function gives users permission to the Award Year Def window, which allows users to define all of the setup related to Award Years.

J1_TRAINEE

J1_PFUSER

J1_PFMANAGER

J1_ADMIN

Settings - Financial Aid

Y

Changed Functions

Function ID

Module

Function

Purpose

Added to Default Tasklist Groups

40557

CM

State Reporting Snapshots

Changed from C1 module (state reporting) to CM module (Common)

No change

40558

CM

State Reporting Snapshots - Lock Flag

Changed from C1 module (state reporting) to CM module (Common)

No change

40559

CM

State Reporting Snapshots - Add Snapshot

Changed from C1 module (state reporting) to CM module (Common)

No change

40560

CM

State Reporting Snapshots - Delete Snapshot

Changed from C1 module (state reporting) to CM module (Common)

No change

40564

CM

State Reporting Snapshots - Maintain Snapshot Data

Changed from C1 module (state reporting) to CM module (Common)

No change

Removed Functions

None

Existing Tasklist Functions Assigned to Default Tasklist Groups

None

Existing Tasklist Functions Removed from a Default Tasklist Group

None

Existing Tasklist Functions Moved from One Default Tasklist Group to Another

None

Added Functions

Function ID

Module

Function

Purpose

Added to Tasklist Groups

Added to Activity Centers

Allowed_For_Activity_Centers

21369

CM

Create Military Service Component Definition

This function gives users permission to the Create Military Service Component Definition window. Users can maintain definition data.

J1_TRAINEE

J1_PFMANAGER

J1_CMMANAGER

J1_ARMANAGER

J1_ADMIN

Settings - Texas State Reporting

Y

23022

CM

Data Privacy Consent Types Setup

This function gives users permission to the Data Privacy Consent Types Setup window, which allows users to define all of the setup related to Consent Types and Consent Groups.

J1_ADMIN

Data Privacy

Y

23023

CM

Data Privacy Consent Types Setup (Consent Type TAB)

This function gives users permission to the Data Privacy Consent Types Tab, which allows users to define Consent Types for use in Data Privacy functions.

J1_ADMIN

N

23024

CM

Data Privacy Consent Types Setup (Consent Type Groups TAB)

This function gives users permission to the Data Privacy Consent Type Groups Tab, which allows users to define Consent Type Groups for use in Data Privacy functions.

J1_ADMIN

N

23025

CM

Data Privacy Requests

This function gives users the ability to process Data Privacy Requests.

J1_REMANAGER

J1_ADMIN

Data Privacy

Y

40572

RE

GPA/Checkpoint Import Batch

This function gives users permission to the GPA/Checkpoint Import Batch window. Users can view batches that have imported from GA CHECS.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

Reports - Registration Other

Y

40573

RE

GPA/Checkpoint Import Batch - Delete Selected Batch button

This function gives users permission to the delete the GPA/Checkpoint Import Batch showing in the window.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_ADMIN

N

Changed Functions

None

Removed Functions

None

Existing Tasklist Functions Assigned to Default Tasklist Groups

None

Existing Tasklist Functions Removed from a Default Tasklist Group

None

Existing Tasklist Functions Moved from One Default Tasklist Group to Another

None

2019.3

Added Functions

Function ID

Module

Function

Purpose

Added to Tasklist Groups

Added to Activity Centers

Allowed_For_Activity_Centers

21368

CM

Manage Attributes

This function gives users permission to the Manage Attributes window, which allows users to manage attributes for multiple ID's at one time.

J1_TRAINEE

J1_REUSER

J1_REMANAGER

J1_PFMANAGER

J1_DEMANAGER

J1_DEDATAENTRY

J1_CMMANAGER

J1_ADMIN

J1_ADMANAGER

JEX_CMMANAGER

JEX_ADMIN

Work with Students

Work with Organizations

Work with NT Students

Work with Candidates

Work with Alumni/Donors

Development Utilities

Create Students

Admissions

Utilities

Y

62112

AR

Add Payment Plan

This function controls the users permission to the Add Plan button in the self service payment plans window

J1_TRAINEE

J1_ARUSER

J1_ARMANAGER

J1_ADMIN

N

62113

AR

Delete Payment Plan

This function controls the users permission to the Delete Payment Plan option in the self service payment plans window

J1_TRAINEE

J1_ARUSER

J1_ARMANAGER

J1_ADMIN

N

62114

AR

Adjust plan payments

This function controls the users permission to the Adjust plan payments option in the self service payment plans window

J1_TRAINEE

J1_ARUSER

J1_ARMANAGER

J1_ADMIN

N

62115

AR

Write Off Open Items Allocations

This window allows the user to close out or write off any open items that the institution has identified as no longer needing to be open, whether they be debit or credit open items.  The user is able to specify a single ID Number to write off or use a query to select students as well as selecting one or more financial aid periods to process.

J1_TRAINEE

J1_ADMIN

Y

Changed Functions

None

Removed Functions

None

Existing Tasklist Functions Assigned to Default Tasklist Groups

None

Existing Tasklist Functions Removed from a Default Tasklist Group

None

Existing Tasklist Functions Moved from One Default Tasklist Group to Another

None

Added Functions

Function ID

Module

Function

Purpose

Added to Tasklist Groups

Added to Activity Centers

Allowed_For_Activity_Centers

22033

CM

Hold Setup (Hold Category TAB)

This tab provides the ability to associate hold types and hold categories.

J1_TRAINEE

J1_CMMANAGER

J1_ADMIN

N

62105

AR

Payment Plan

This function allows users to define available self-service payment plans for students by Year/Term, Billing Period or their total account balance.

J1_TRAINEE

J1_ARMANAGER

J1_ADMIN

Settings & Utilities - Payment Plans/Loans

Payment Plan/Loan Processing

Y

62106

AR

Self-Service Payment Plans

This function allows users to look up plan details for self-service payment plans that a particular student currently has.  Users are also able to maintain a students plan, add new plans as well as delete any plans that do not have any payments attached.

J1_TRAINEE

J1_ARUSER

J1_ARMANAGER

J1_ADMIN

Work with Student A/R Account Information

Student Billing

Payment Plan/Loan Processing

Y

62107

AR

Manage Payment Plans

This function allows users to filter and search for self-service payment plans.  Once a plan is retrieved, the user is able to edit the plan details and possibly delete the plan if no student payments have been applied to the plan.  An option to create a new plan is also available on this window.

J1_TRAINEE

J1_ARMANAGER

J1_ADMIN

Settings & Utilities - Payment Plans/Loans

Payment Plan/Loan Processing

Y

62108

AR

Payment Plan Assignment

This window provides users with a way to assign payment plans to students

J1_TRAINEE

J1_ARMANAGER

J1_ADMIN

Payment Plan/Loan Processing

Y

62109

AR

Reallocate Open Items for Student

This process will reallocate open items for the selected student and financial aid period only.  Any IV or VD batches that the student may be a part of are NOT reallocated.

J1_TRAINEE

J1_ADMIN

Y

62110

AR

Reallocate Open Items for Financial Aid Period

This process will reallocate open items for all students in the selected financial aid period only.  Any IV or VD batches found in the selected financial aid period will NOT reallocated.

J1_TRAINEE

J1_ADMIN

Y

62111

AR

Reallocate Open Items for IV Batch

This process will reallocate the IV group entered and regenerate the External Award and Disbursement files to be processed into PowerFAIDS.  The reallocation is performed only for this batch.

J1_TRAINEE

J1_ADMIN

Y

80077

PA

Calculate Group Term Life Insurance Tax Liability

This window allows the user to Calculate Group Term Life Insurance Tax Liability

J1_TRAINEE

J1_PAMANAGER

J1_HRMANAGER

J1_ADMIN

Settings & Utilities - Payroll

Y

90034

SA

Incident Status Definition

This function gives users permission to the Incident Status Definition window. Users can view, modify, add, and delete Incident Status.

J1_TRAINEE

J1_SAUSER

J1_SAMANAGER

J1_ADMIN

Settings - Student Life

Y

Changed Functions

Function ID

Module

Function

Comments

Added to Default Tasklist Groups

62055

AR

Student Account Statements

Changed description of the function

97032

SA

Process Incident Reports

Changed description of the function

Removed Functions

None

Existing Tasklist Functions Assigned to Default Tasklist Groups

None

Existing Tasklist Functions Removed from a Default Tasklist Group

None

Existing Tasklist Functions Moved from One Default Tasklist Group to Another

None