Agency Affiliations

You can use the Agency Affiliations page to manage agencies that a student is associated with. For example, a student can be associated with an agency sponsor that provides funding assistance. Agency information is available in the Student Profile (agency sponsor) as well as in the agency affiliation list.

  • The Agency selection on the Student Profile is not a branch and is an indicator of the student's relationship with an agency. This information is used for storing and reporting purposes. Using the Agency Affiliations list, you can complete the connection between the student and the agency by selecting and adding an agency branch. An Agency can have several branches.

  • In the Agency Affiliations list, you can also view a list of agencies that the student is associated with, and include additional agency and student relationships.

The list is not program version-specific. The items in the list are associated with all the program versions in the Program Version list.

Your institution can define custom properties that are unique to your institution using the Extended Properties page. (Select the Settings tile > expand System > select Extended Properties.)

The Extended Properties section on this page displays all the fields that your institution has defined so that you can view, complete, and edit them. Because the fields vary by institution, your institution will provide tooltips or additional information you need to complete or edit the fields. If your institution has not configured extended properties, this section is not visible.

Prerequisites

To view the page, you must have:

  • Common - Student - View authorization

  • Contact Manager - Student Agency - View authorization

To add , edit, and delete a record, you must have Contact Manager - Student Agency - New, Edit, and Delete authorization.

Access Method

Select the Students tile > select the name in the Students list > expand Contact Manager > select the Agency Affiliations tile.

Procedure to Create or Edit an Agency Affiliation

  1. Review the values of the records in the grid.

    AgencyClosed The agency name that the student is associated with.

    BranchClosed The agency branch that the student is associated with. If you are adding or editing an agency or affiliation for a student, the field is read-only if there is only one branch for the agency.

    CityClosed The city the agency is located in.

    End DateClosed The date when the student would like the address to no longer be in effect.

    FunctionClosed The student’s responsibility or role at the agency.

    LocationClosed The location of the agency.

    PhoneClosed The phone number of the student, person, or agency.

    Start DateClosed The date when the value or change is applicable.

    TitleClosed The title of the student at the agency.

  2. If you want to: 

    • Create an agency affiliation, select the New button.

    • Edit the information for an agency affiliation, select the Agency link in the list

  3. Specify the following values.

    AgencyClosed The agency name that the student is associated with.

    BranchClosed The agency branch that the student is associated with. If you are adding or editing an agency or affiliation for a student, the field is read-only if there is only one branch for the agency.

    End DateClosed The date when the student would like the address to no longer be in effect.

    FunctionClosed The student’s responsibility or role at the agency.

    LocationClosed The location of the agency.

    NoteClosed Area that displays, or that you can use, to specify comments or additional information.

    Primary Billing AffiliateClosed If the student has more than one agency affiliation, the associated agency affiliation record can be specified as the Primary Billing Affiliate. When the Primary Billing Affiliate check box is selected, the billing method associated with this agency will be the default in the Enrollment Wizard.

    Start DateClosed The date when the value or change is applicable.

    TitleClosed The title of the student at the agency.

    		 

  1. If your institution has configured extended properties, complete the fields under Extended Properties.

  1. If you want to save and: 

    • Continue making changes, select the Save button

    • Close, select the Save & Close button

Limitations

If you are editing an agency affiliation, you cannot edit the name of the agency. To specify a different agency, you must delete and add a record for the new agency.

Procedure to Delete an Agency Affiliation

  1. Highlight the record you want to delete.

  2. Select the Delete button on the toolbar.