Tasklist Functions

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

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

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

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

Additional Names Delete Button

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

Additional Names Edit Rows

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

Immediate Check Invoice

This function gives permissions to create immediate check invoices.

J1_APMANAGER

J1_ADMIN

Manual Check Invoice

This function gives permissions to create manual check invoices.

J1_APMANAGER

J1_ADMIN

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

Manage Holds

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

No change

Payment Plan Availability

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

No change

Create Student Awards Update for Financial Aid

J1_ADMIN

J1_PFMANAGER

J1_PFUSER

J1_TRAINEE

Additional Name Types

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

J1_TRAINEE

J1_CMMANAGER

J1_ADMIN

Settings - Common

Additional Names

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

J1_TRAINEE

J1_CMMANAGER

J1_ADMIN

Settings - Common

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

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

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

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

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

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

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

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

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

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

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

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

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

State Reporting Snapshots

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

No change

State Reporting Snapshots - Lock Flag

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

No change

State Reporting Snapshots - Add Snapshot

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

No change

State Reporting Snapshots - Delete Snapshot

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

No change

State Reporting Snapshots - Maintain Snapshot Data

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

No change

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

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

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

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

Data Privacy Requests

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

J1_REMANAGER

J1_ADMIN

Data Privacy

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

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

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

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

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

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

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

Hold Setup (Hold Category TAB)

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

J1_TRAINEE

J1_CMMANAGER

J1_ADMIN

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

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

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

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

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

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

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

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

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

Student Account Statements

Changed description of the function

Process Incident Reports

Changed description of the function