Automated Print Cash Payment Plan Promissory Note

Using this form, you can print and reassign Promissory Notes that include Cash Payment Plans for students who have a Permanent Out Status.

You can:

• Print the documents for one or more students

• Print Pending or Historical R2T4 Notifications

• Review records of all Promissory Notes that have been printed

Note: You can only see the latest Cash Payment plan records in the Results grid that have been generated by the latest R2T4 calculation within the same R2T4 period.

Prerequisites

You must have:

• Common - Processes - View authorization

• Financial Aid Automation – Processes – Automated Print Cash Payment Plan Promissory Note - Print, Reassign, and View authorization

Access Method

Select the Processes tile > expand Financial Aid > select Automated Print Cash Payment Plan Promissory Note.

Procedure to Select, Print, and Reassign Promissory Notes

1. Under Selection Criteria, specify the values.

   Campuses The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. Date Created The date that is automatically added by the system when the task is created. From and To First Name The first name of the student or person. Last Name The last name of the student or person.

   Notification To print, choose Print. To review items already printed, choose Print History. Programs Select a specific program to narrow your search. Program Versions Select a specific program version to narrow your search. Student Number Use a Social Security Number, Student Number, or Student ID to search for a student.

2. Select the Next button. Anthology Student processes the selection criteria and expands the Results grid.

3. In the Results grid, review the following values.

   Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. First Printed Date First date the promissory note was printed. First Printed By User that first printed the Promissory Note. Modified By The name of the person who changed the item. Modified Date The date when the item was last changed. Program The name of the program. Programs are configured by your institution.

   Program Version The program version associated with the student or item. Staff Group Group containing staff members in an institution. Typically, the groups are based on departments and job functions. Administrators can use staff groups to assign or revoke access privileges to all the members in the staff group. Staff Member The specific staff member. Student The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization. Student Number If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

4. Select the promissory note(s) you want to print and select the Print button on the toolbar.

5. Select Yes or No to answer the "Did the Cash Promissory Note print successfully?" message.

6. Once the note is printed, the Print Prom Note Report is displayed, containing all relevant details of the printed promissory note.

   To save the report, select Save in the toolbar. You can save the report in any of the following formats:

   • Word
   • Excel
   • Powerpoint
   • PDF
   • TIFF
   • MHTML (web archive)
   • CSV (comma delimited)
   • XML with report data
   • Data Feed

   Note: Once printed, the promissory note is removed from the Results list. If you need to review that promissory note, select Print History in the Notification field and run your search again.

7. You can reassign one or more promissory notes from the Results list. Select the note(s) you want to reassign and select Reassign.

   The number of promissory notes you selected to reassign is displayed at the top of the Reassign Promissory Notes pop-up.

8. Select the new Staff Group or Staff Member to which you want to reassign the promissory note and Select Reassign.

   To reassign all promissory notes in Results at once, select Reassign All. A confirmation message appears.