Fee Remissions - University of Wisconsin–Milwaukee

Fee Remissions - University of Wisconsin–Milwaukee
9.0 TRAINING
TRAINING
Remissions
Created: January, 2009
PAWS V9
V9.0 Training
Remission Training
Training
Table of Contents
Overview of Remission Processing............................................................................. 3
Guidelines for Remission Entry.................................................................................... 3
Avoiding Cancellation of Registration .......................................................................... 3
Remission Entry Responsibility................................................................................... 4
PAWS Page Entry Location by Remission Type ........................................................ 5
Entering a Character Variable Remission ................................................................... 6
Entering a Y/n Flags Remission................................................................................. 11
Appendix...................................................................................................................... 14
A previous Terms balance owing suddenly appears. ............................................. 14
I cannot get the information to save! ...................................................................... 14
The information is in there but it is not affecting the balance! ................................ 14
Help! I gave a remission to the wrong student! ...................................................... 14
The student has two ID numbers. .......................................................................... 14
The ID is in Bio/Demo but will not load a Char Variables page. ............................. 14
The Char Variables page loaded with the ID but no student name. ....................... 14
A Grad Appt is in the Term field but is different then what I have to input.............. 14
On Line Resources...................................................................................................... 15
Graduate Appointment Information ........................................................................ 15
Grant 144 Accountant ............................................................................................ 15
Financial Analysis .................................................................................................. 15
Administrative Service Manual: Fee Remissions Sections 2.5.1 – 2.5.5................ 15
Study Abroad ......................................................................................................... 15
Bursars Office ........................................................................................................ 15
Cashiers Office....................................................................................................... 15
PAWS V9.0 Training .............................................................................................. 15
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 2 of 15
PAWS V9
V9.0 Training
Remission Training
Training
OVERVIEW OF REMISSION PROCESSING
Fee remissions (waivers) are for a variety of reasons: graduate students with a graduate
appointment may have their instructional and/or non-resident fees waived, athletes may
have all or a portion of their fees waived, employees may have their segregated fees
waived. This manual will provide directions on how to enter a Character Variable
Remission and Y/N Flag Remissions.
GUIDELINES FOR REMISSION ENTRY
•
•
•
•
•
Acceptance to the University is required.
Enter the remission in advance of registration for courses if possible.
Entry may be done for future terms (providing enrollment services has activated
the term)
Enter remissions prior to the cancellation of registration deadline.
Submit new Remissions for prior terms to the Cashiers Office for entry.
AVOIDING CANCELLATION OF REGISTRATION
To avoid cancellation, all past due balances must be paid and a minimum payment of
$200.00 towards the current term’s fees by the payment due date. View the Bursar’s
web page at http://www.bfs.uwm.edu/fees:
• Select the appropriate Fee Facts
• Select Financial Obligation, Due Dates, and Minimum Payment Required
Certain remissions qualify as the minimum payment as long as the remission is applied
to their account prior to the fee-tuition due date. These remissions are:
• Teaching Assistant
• Project Assistant
• Research Assistant
• Medical College/Marquette
• Fellow
• Athletic
• Music Clinic
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 3 of 15
PAWS V9
V9.0 Training
Remission Training
Training
REMISSION ENTRY RESPONSIBILITY
Remission entry occurs in Departments and in the Cashier’s Office. The table below
lists who is responsible for entering remissions by type of remission
Type of Remission
Academic Excellence
Scholarship
Armed Forces
Athletic Scholarships Full
Athletic Scholarships Partial
Athletic Scholarships % of
Fees*
Concurrent Registration*
Course Specific*
Fellows
Foreign Students
Grad Appointments (TA, PA,
RA)
Grant Specific*
Illinois Scholar
Jason Project
Job Related Coursework*
Medical College of Wisconsin/
Marquette
Music Clinic
Professional Theatre Training
Program
Regents Equity 2%
Regents Equity 8%
Music Workshop
Entered by
Department
X
Entered by Cashiers
Office
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Items with an asterisk* must be submitted with proper documentation to the Cashier’s Office.
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 4 of 15
PAWS V9
V9.0 Training
Remission Training
Training
PAWS PAGE ENTRY LOCATION BY
REMISSION TYPE
Departments will be entering Remissions on two different pages in PAWS. The table
below lists each remission entered by departments and the page on which it is entered.
Type of Remission Entered by Dept.
Academic Excellence Scholarship
Armed Forces
Athletic Scholarships Full
Athletic Scholarships Partial
Fellows
Foreign Students
Grad Appointments
Illinois Scholar
Jason Project
Medical College of Wisconsin/
Marquette University
Music Clinic
Professional Theatre Training
Program
Regents Equity 2%
Regents Equity 8%
Music Workshop
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Char Variable
Page
X
Y/N Flag Page
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 5 of 15
PAWS V9
V9.0 Training
Remission Training
Training
ENTERING A CHARACTER VARIABLE
REMISSION
Navigation:
Student Financials > Tuition and Fees > Equation Variables
Enter your search criteria in the appropriate fields on the search page and click the
button. The Char Variables page displays.
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 6 of 15
PAWS V9
V9.0 Training
STEP TASK
1.
Verify student
name and
billing career.
If student’s
name is
incorrect click
Remission Training
Training
DESCRIPTION / ACTION
NAME
EMPL
button. If
billing career is
incorrect,
select
link.
2.
Select term. If
correct term is
not displayed
select
link.
Determine if
the term
needed is an
existing row. .
If existing,
proceed to
Step 4. If not,
insert a row.
To insert a row
click
button.
Use the vertical
scroll bar to
view the new
row.
Attention:
Never Click
button to
delete a row.
University of Wisconsin-Milwaukee
Revised: 01/31/2009
NAME
EMPL
Page 7 of 15
PAWS V9
V9.0 Training
STEP TASK
3.
Remission Training
Training
DESCRIPTION / ACTION
Enter the 4
digit Term
Code or to
search for all
Terms, click
icon. Enter
your search
criteria in the
appropriate
fields and click
button.
4.
Use the table
below to
determine the
input field for
your Remission
Code by Term
NAME
EMPL
or click
button to reveal
a list of Valid
Codes for that
particular
Character
Variable field.
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 8 of 15
PAWS V9
V9.0 Training
Remission
Code
AES
ATHF
ATHFS
ATHFW
ATHP
ATHPS
ATHPW
Fall
Term
Remission Training
Training
UWintM
Term
AES
Athletics
Spring Term
Summer
Term
AES
Athletics
Athletics
Athletics
Athletics
Athletics
Athletics
FELO
Grad Appt/NRTR
FEPA*
Grad Appt/NRTR
FERA*
Grad Appt/NRTR
FETA*
Grad Appt/NRTR
INDN
Grad Appt/NRTR
PA
Grad Appt/NRTR
PTTP
Grad Appt/NRTR
RA
Grad Appt/NRTR
RAPA*
Grad Appt/NRTR
RE2%
RE8%
Grad Appt/NRTR
Grad Appt/NRTR
TA
Grad Appt/NRTR
TAPA*
Grad Appt/NRTR
TARA*
Grad Appt/NRTR
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Athletics
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Grad Appt/NRTR
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Summer/UWintM
Grad Appt/NRTR
Page 9 of 15
PAWS V9
V9.0 Training
STEP
5.
TASK
Type the
Remission
Code in the
selected
field. Click
Remission Training
Training
DESCRIPTION/ACTION
NAME
EMPL
button to
save your
transaction.
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 10 of 15
PAWS V9
V9.0 Training
Remission Training
Training
ENTERING A Y/N FLAGS REMISSION
Navigation:
Student Financials > Tuition and Fees > Equation Variables
Enter your search criteria in the appropriate fields on the search page and click the
button. The Char Variables page displays. Click on the Y/N Flags sheet
tab.
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 11 of 15
PAWS V9
V9.0 Training
STEP TASK
1.
Verify student
name and
billing career.
If student’s
name is
incorrect click
Remission Training
Training
DESCRIPTION / ACTION
NAME
EMPL
NAME
EMPL
button. If
billing career is
incorrect,
select
link.
2.
Select term. If
correct term is
not displayed
select
link.
Determine if
the term
needed is an
existing row. .
If existing,
proceed to
Step 4. If not,
insert a row.
To insert a row
click
button.
Use the vertical
scroll bar to
view the new
row.
Attention:
Never Click
button to
delete a row.
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 12 of 15
PAWS V9
V9.0 Training
STEP TASK
3.
Remission Training
Training
DESCRIPTION / ACTION
Enter the 4
digit Term
Code or to
search for all
Terms, click
icon.
Enter your
search criteria
in the
appropriate
fields and click
button.
4.
Select the Y/N
Flags tab.
Check
the
box by the
appropriated
description to
activate the
Y/N Flag.
NAME
EMPL
Click
button to
save your
changes.
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 13 of 15
PAWS V9
V9.0 Training
Remission Training
Training
APPENDIX
Troubleshooting
A previous Terms balance owing suddenly appears.
•
•
•
The student no longer meets the criteria for the remission.
Input error – the previous remission information for that particular Term was overwritten.
The end-of-Term audit determined that the remission entry was not valid and it was removed by
the Cashier’s Office.
I cannot get the information to save!
•
•
You are attempting to enter a remission to a future term that has not been activated by D.E.S.
You have selected a remission code that does not belong in that particular character variable
field.
The information is in there but it is not affecting the balance!
•
•
The student has not met the criteria for the remission to activate.
You are attempting to process a remission to a prior Term that has been locked for updating
remissions. (Contact the Cashier’s Office)
Help! I gave a remission to the wrong student!
•
•
•
Never Delete a Row!
Char Variables Page
o On the wrong student’s account. Highlight the remission code, clear by pressing the delete
key, and Save.
o Enter the remission code to the correct student account and Save.
Y/N Flags Page
o On the wrong student’s account. Uncheck the box and Save.
o Enter the remission code to the correct student account and Save.
The student has two ID numbers.
•
•
•
Send an e-mail to [email protected]
Subject: 2 IDs one student
Message: Include both IDs and ask to be informed of the correct ID when the merge is
completed.
The ID is in Bio/Demo but will not load a Char Variables page.
•
•
The student was given an ID by the Department of Enrollment Services but has not been
admitted. When admission is complete, enter the remission.
Investigate in Bio/Demo to see if the student has more than one ID number.
The Char Variables page loaded with the ID but no student name.
•
•
•
Click the Return to Search button.
Click the Search Results Links if this is the correct student.
Click on the Clear button and re-enter your search criteria.
A Grad Appt is in the Term field but is different then what I have to input.
•
Do not remove the existing code.
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 14 of 15
PAWS V9
V9.0 Training
•
Remission Training
Training
Enter a Combo-Remission code from the Code list that incorporates both appointments. The
end-of-term audit by Financial Analysis will determine which remission is valid.
ON LINE RESOURCES
Graduate Appointment Information
UWM Graduate School - Teaching and Project Assistant Manual
http://www.uwm.edu/Dept/Grad_Sch/Publications/TAPAManual/
UWM Graduate School – Research Assistant Manual
http://www.uwm.edu/Dept/Grad_Sch/Publications/RAManual/
UWM Graduate School – Sample Appeal Form
http://www.uwm.edu/Dept/Grad_Sch/Publications/Appeals/sample_form.pdf
UWM Graduate School – Doctoral Student and Advisor Manual
http://www.uwm.edu/Dept/Grad_Sch/Publications/DocManual/index.html
UWM Graduate School – Chancellor's Graduate Student Awards (CGSA)
http://www.uwm.edu/Dept/Grad_Sch/Publications/Chancellors/index.html
Grant 144 Accountant
Regina Dant [email protected]
Financial Analysis
Doreen Osgood [email protected]
Administrative Service Manual: Fee Remissions Sections 2.5.1 – 2.5.5
http://www.bfs.uwm.edu/ASM/browse.aspx?id=2
Study Abroad
http://www.uwm.edu/Dept/CIE/OPP/OPP.html
Bursars Office
General e-mail [email protected]
Cashiers Office
Brian Blase [email protected]
PAWS V9.0 Training
PAWS Homepage
https://www4.uwm.edu/paws/training/
V9.0 Basics – Tips for Using PAWS V9.0
http://www4.uwm.edu/newpaws/admin_users/index.html
V9.0 Major Changes
http://www4.uwm.edu/newpaws/admin_users/index.html#function
University of Wisconsin-Milwaukee
Revised: 01/31/2009
Page 15 of 15
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