Students Page
Use the Students page to view the demographic and transaction details about a student.
Roles and Privileges
CMC: Student accounting manager or CMC: Student accounting administrator
Access Method
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Navigate to Modules > Student Accounting > Student > Students to view all student records.
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Navigate to Modules > Student Accounting > Student > Students and select a Student ID to view details of the student record.
Tasks that Use this Form
Navigating the Form
The following tables describe the page controls.
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, refer to 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, refer to Student Awards. |
| 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, refer to Student Transactions Page |
| Revenue ledger transactions | Opens the Revenue ledger page for the student. For more information, refer to 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 more information, refer to 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 slips for the selected transactions. For more information, refer to Pending Deposits Page |
| Sending deposits to Student history | View information about the deposit slips associated with the selected student records that are sent to Anthology Student. For more information, refer to Sending Deposits to Student History Page. |
General
| Field | Description |
|---|---|
| Student ID | The student identifier number 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. 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. |
| 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 for 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:
|
| 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 to create, modify, or delete contact details for the selected student record. |
| 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. The primary contact information indicates the principal form of communication for the selected student. To select or clear this check box, select 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:
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