General Settings for Student Services

You can use the General page to edit the general configuration parameters related to Student Services and housing setup for Anthology Student. This enables users to manage housing transactions pertaining to deposits, application fees, and rent charges.

You can also configure the settings that validate the current room capacity when placing a student in a room or updating the housing period. This configuration affects Roommate Matching, Switch Room, Change Graduation Dates, Update Housing Period, and Renew Lease.

Prerequisites

You must have Student Services - Settings - Manage authorization.

Access Method

Select the Settings tile > expand Student Services > select General.

Procedure to Edit Items

Review, specify, or change the following value.

Services Categories used in Student Services Select the service categories available to Housing area users that will allow them to post incidental charges.

Select the options to configure the following lists to set up housing.

List	Options
Room Assignments	Validate Current Room Occupancy by Select the option to validate current room occupancy. The options are: - End Date: Validates the number of students in a room based on the End Date specified in the Roommate Matching. - Date Range: Validates the number of students in a room based on the whole lease period specified in the Roommate Matching. Validate Student Room Assignment based on Deposit Status Select this check box to validate the student's eligibility for room assignment based on deposit status. This is a system-level override of the student validation for Deposit in the Roommate Matching. Validate Student Room Assignment based on Packaging Status Select this check box to validate the student's eligibility for room assignment based on packaging status. This is a system-level override of the student validation for Packaging Status in the Roommate Matching.
Rent Settings	Automated Rent Billing If you select the check box, the rent billing process is automated for Daily, Weekly, Monthly, and Flat Rate billing Frequencies. Automated Rent Billing will not be effective for leases generated for rooms with Term Frequency. If you clear the check box, manual billing of rent charges based on lease and charge schedule dates is enabled. Manual Review of Rent Charges If you select the check box, the pending rent charges are set for a manual review at a later date. The charges will not post directly to the student's ledger when they are billed from the Housing Lease page or Post Rent Charges. If you clear the check box, the rent charges are directly posted to the student ledger.

List

Options

Room Assignments

Validate Current Room Occupancy by Select the option to validate current room occupancy. The options are: - End Date: Validates the number of students in a room based on the End Date specified in the Roommate Matching. - Date Range: Validates the number of students in a room based on the whole lease period specified in the Roommate Matching.

Validate Student Room Assignment based on Deposit Status Select this check box to validate the student's eligibility for room assignment based on deposit status. This is a system-level override of the student validation for Deposit in the Roommate Matching.

Validate Student Room Assignment based on Packaging Status Select this check box to validate the student's eligibility for room assignment based on packaging status. This is a system-level override of the student validation for Packaging Status in the Roommate Matching.

Rent Settings

Automated Rent Billing If you select the check box, the rent billing process is automated for Daily, Weekly, Monthly, and Flat Rate billing Frequencies. Automated Rent Billing will not be effective for leases generated for rooms with Term Frequency. If you clear the check box, manual billing of rent charges based on lease and charge schedule dates is enabled.

Manual Review of Rent Charges If you select the check box, the pending rent charges are set for a manual review at a later date. The charges will not post directly to the student's ledger when they are billed from the Housing Lease page or Post Rent Charges. If you clear the check box, the rent charges are directly posted to the student ledger.

Select Save to save the changes.
Note: When the value is set to All, any new Indicator added in (Select the Configuration tile > locate Student Services > select Indicators), must be given all the permissions in the existing Indicator Policies (View, Assign, Edit and Delete). If the value is set to None, the same would be displayed in existing Indicator Policies with none of the permissions.