Students Page

Use the Students form to view the demographic and transaction details about a student.

Roles and Privileges

CMC: Student accounting manager or CMC: Student accounting administrator

Access Method

  • Click Modules > Student accounting > Student > Students - To view all student records.

  • Click Modules > Student accounting > Student > Students > click on the Student ID of a student record - To view details of the student record.

Task(s) that use this Form

The following tables provide descriptions of controls on this page.

Actions

Action button Description
Edit Enables editing the student record.
Image Opens the Person Image form to add or remove an image file for the student record.
Hire new worker Opens the Hire new worker form to create a worker record from the student record. For more information, see Create a Worker Record for a Student.
Student awards Opens the Student awards page to view awards information associated with the student.

For more information, see Student Awards Page.

Worker position assignments Opens the Position assignments form to manage positions assigned to the student.
Transactions Opens the transactions page for the student. For more information, see Student Transactions Page
Revenue ledger transactions Opens the Revenue ledger page for the student. For more information, see Revenue Ledger Page.

Customer actions

Action button Description
Transactions Opens the Customer transactions form to view all transactions with the customer account that is linked to the selected student.

For details on the Customer transactions form, see Microsoft Documentation.

Balance Opens the Customer balance form to view the summary and detailed information about the balance of the customer that is linked to the selected student.
Pending deposits Opens the Pending deposits page to view payment transactions that have not been deposited and to print deposit slip for the selected transactions. For more information, see Pending Deposits Page
Sending deposits to Student history View information about the deposit slips associated with the selected student records and are sent to Anthology Student. For more information, see Sending Deposits to Student History Page.

General

Field

Description

Student ID The student identifier number that is unique to the selected student.
Personal title Personal title for the student.

The information in this field is maintained in the Name title or suffix form.

Name Full name of the student.

Note: This field is displayed only in the Students List page.

First name The first name of the student.
Middle name The middle name of the student.
Last name The last name of the student.
Personal suffix Personal suffix for the student.

The information in this field is maintained in the Name title or suffix form.

Search name The search name for the student. You can use this search name to find the student’s record within queries and list pages.
Student Identifier Student identifier from an external student information system.
Student number Student number from Anthology Student.
School status The student’s status in school.
Student account status The account status that applies to the student.
Initials The initials for the student’s name.
Known as An additional name with which the student is also known as.
Professional title Professional title for the student.
Professional suffix Professional suffix for the student.
Phonetic first The phonetic spelling of the student’s first name.
Phonetic middle The phonetic spelling of the student’s middle name.
Phonetic last The phonetic spelling of the student’s last name.
Display as The way the student’s name is displayed.
Address book The name of the address book where the identification information for the student is stored.

Enrollment

Field Description
Enrollment # The enrollment number.
Description The description of the enrollment.
Campus The campus in which the student is enrolled.
Program The program in which the student is enrolled.
Program version The program version covered by enrollment.
Billing method The method used to bill the student.

Address

Button Description
Add Add an address record of the student.
Edit Edit the address record of the student.
Map Open an online map for the selected address.
More options Select the action to perform for an address record.

Select from the following options:

  • Remove – Mark the selected address record as inactive.

    You can delete all inactivated addresses by running a batch job in the Delete inactivated addresses form.

  • Advanced – Open the Manage addresses form, where you can create, modify, or delete an address for the selected student record. You can also view addresses that are no longer active for the selected record or view addresses that will be active in the future.

Field Description
Name or description The name or a description of the address record for the student.
Purpose View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services.
Address View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country / region format.
Primary View whether the address is primary. A primary address is the principal postal address for the selected student. A primary address can also be the default address for the student.
Payee type The payee type that is associated with an address record for a student transaction.
Payee Id in Student The unique Id associated with the payee that is sent from the SIS.

Contact information

Button Description
Add Add a contact information record for the student.
Remove Delete the selected contact information record.
Advanced Open the Edit contact information form, where you can create, modify, or delete a contact information for the selected student record.
Field Description
Description The description of the selected contact information record for the student.
Type The communication method, such as Phone, Email address, URL, etc.
Contact number/address The phone number, web address, or email address of the student.
Primary If this check box is selected, the contact information record is primary. A primary contact information is the principal form of communication for the selected student. To select or clear this check box, click Advanced.

Personal information

Field Description
Birth date The date of birth of the student.
Ethnic origin Select the ethnic origin of the student. The available values for this field are maintained in the Ethnic origins form.
Gender Select the gender of the student.
Applicant’s marital status Select the marital status of the student.
Citizenship country/region Select the country or region that the student is a citizen of.

The information in this field is maintained in the Address setup (form).

Native language Select the native language of the student. The available values for this field are maintained in the Language codes form.
Veteran status Select the veteran status of the student. The available values for this field are maintained in the Veteran statuses form.
More information field group The following links are displayed in this field group:
  • Identification numbers – Opens the Identification form, where you can maintain identification information for the student.

  • Screenings – Opens the Screenings form, where you can maintain information about screenings that the student has taken or might need to complete.