Residencies

You can use the Residencies page to add and manage the residency types and statuses for students.

Prerequisites

To view the page, you must have:

• Common - Student - View authorization

• Contact Manager - Residencies - View authorization

To add, edit, and delete records, you must have Contact Manager - Residencies - New, Edit, and Delete authorization

Access Method

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

Procedure to Add or Edit Residencies

1. If you want to:

   • Add a new list item, select the New button on the toolbar

   • Edit an existing list item, select the name in the list

2. Review, specify, or change the following values.

   You can only select a residency type once.

   Effective Date The date the status change is effective. Note Area that displays, or that you can use, to specify comments or additional information.

   Residency Status Select the Residency Status to indicate that the billing rate applies to students associated with the selected residency status only. If the rate schedule is for a specific campus, this field displays a list of all active residency statuses associated with the Residency Type configured for the billing campus. If the rate schedule is for multiple campuses, this field displays a list of all active residency statuses associated with the Residency Types that are configured for billing across all selected campuses. The default value is All Statuses. The All Statuses option enables you to configure a generic rate to bill all students whose residency statuses cannot be determined or students whose residency statuses are not configured with a specific rate on the rate schedule. Residency Types Select the residency type. Residency types group your residency statuses so that the residency statuses that they contain can be used by different areas of your institution (such as Student Accounts, Academic Records, and Financial Aid).

   Changing the Residency Status for the Residency Type specified for billing (Settings > System > Campuses > select campus > Student Accounts > Billing > Residency Type) will result in recalculating pending and/or posted charges in the student's current enrollment and current term.

   Current term definition:

   1. Term where posted or pending charges exist in the current enrollment
   2. Term has at least one scheduled or current course
   3. Term start date is closest to today's date (i.e., the date when the residency change is being made)

   Schools are encouraged to review student's ledger card before updating the residency status to ensure the correct term will be updated. Otherwise the ledger card will have to be adjusted manually.

   If you update an existing Effective Date or Residency Status and the Residency Type is configured for billing at the campus, the following pop-up will be displayed.

   

   Select the appropriate option.

   • Save & Recalculate — This option saves the changes and recalculates the posted and pending billing charges for the current term.

   • Save & Do not Recalculate — This option saves the changes to the Effective Date or Residency Status but does not recalculate the billing charges. This option is intended for situations where the timing of the updates needs to be taken into consideration.

     For example:

     • When the student completed the Spring Term but did not return for Summer or Fall. The staff member changes the Residency Status right before the new registration to close out the old term. The system will not recalculate the charges for the old term.

     • When a staff member changed Residency Status and based on the timing of the change an incorrect term would be recalculated.

   • Cancel — This option cancels the changes and returns to the Residencies page.

3. If you want to save and: 

• Continue making changes, select the Save button

• Close, select the Save & Close button

Procedure to Delete Residency Statuses

1. Highlight the record for the residency status you want to delete in the list.

2. Select the Delete button.