Business Processes

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Each item represents a “business process” in the student information system that needs to be reviewed, documented and examined for how it will work in the new system.   Some processes are more complicated than others.

1 Changing a Name
2 Changing an Address
3 Changing SSN
4 Residency Reclassification
5 Changing a Phone Number
6 Citizenship Data
7 Ethnicity
8 Gender
9 Email Address
10 FERPA
11 Chaplaincy
12 Student Photo
13 Emergency Contacts
14 Manage Duplicate Student Records
15 Manage Student Communications
16 Disability Status
17 Health Data
18 Create New Majors, Minors, Degrees
19 Create and Maintain Degree Requirements
20 Create Course Catalog/Update Courses
21 Create Class Schedule
22 Managing the Class Schedule
23 Room Scheduling
24 Create/edit Pre-requisites
25 Potential: PeopleSoft Faculty Workload Module
26 Create new Term and Academic Calendars
27 Place or Release Holds
28 Change of Program or Major/Minor
29 Request and Approve Leave of Absence/Study Abroad/Medical Leave, etc
30 Request Withdrawal from University
31 Activate Students for New Term
32 Potential: PeopleSoft Student Groups Module
33 Maintain External or Placement Student Data
34 Manage SEVIS Compliance
35 Assign Advisors/Advising Support/Advising
36 Manage Exceptions and Substitutions
37 Potential: PeopleSoft Advising Notes Module
38 Assign Registration Appointments
39 Assign Registration Permission Numbers
40 Enroll Students in Classes (Drop, Add)
41 Cross Registration w/in Tufts
42 Summer Session Address Purge
43 Cross Registration Outside Tufts, Away Rotations (TUSM)
44 Distribute Class Rosters
45 Process Cancellations (Drop for Non-Pay)
46 Process Wait Lists
47 Process Enrollment Verifications
48 Discontinue Students who are not Enrolled
49 Process Grades
50 Academic Standing
51 Term Honors
52 I to F Process
53 Classification Increase
54 Process Transcript Requests (Unofficial and Official)/Transcript Notations
55 Apply for Graduation
56 Clear for Graduation (Review Degree Audit)
57 Communicate with Degree Applicants
58 Award Degrees
59 Produce Graduation Lists or Reports
60 Prepare for Commencement (Reader Cards, Program, Tickets, Guests, Name Changes, Order Diplomas, Senior Events, Participation, Walk-only, Dissertation Title, Awards, Doctoral Advisor)
61 Submit NSLC Reporting
62 Readmit/Re-Entry from Leave
63 Final Exam Schedule
64 Grade Forgiveness
65 Change of Catalog Year (Requirement Term)
66 Audit Registration
67 Special Registrations
68 Military Status Veterans
69 Military Status
70 Athletics , Affiliations and Student Life
71 Combined Degrees
72 Tuition Remission
73 Orientation
74 Resetting/Reminding Pins; Student vs Faculty
75 Setting Full/Part Time Status
76 Security
77 Audit Trails
78 Document Tracking
79 Managing TA’s and RA’s
80 Mass Updating
81 Clinical Lottery
82 Clinical Rotations
83 Managing Museum School/NEC
84 Summer ESL
85 Special Summer Programs Vet/Med/SK
86 Work Study Designations
87 SF Business Unit
88 Transactional Setup
89 GL Setup
90 Conversion
91 Calculating Tuition and Fees
92 Collecting Departmental Receipts
93 Using a Cashiering Office
94 Using Payment Interfaces
95 Form 8300
96 Internal Collections Processes
97 Charging Late Fees
98 Dropping Students for Non-Payment
99 Using an External Collection Agency
100 Deferring Payments
101 Using Payment Plans
102 Working with Third Parties who Pay on a Student’s Behalf
103 Refunding Students
104 Processing 1098-Ts
105 Posting Housing
106 Posting Dining
107 Posting and Waiving Individual Charges, Group Posting in Batch
108 Student’s Self-Service Access
109 Processing Application Fees
110 Processing Deposit Fees
111 Billing Students
112 Billing Third Parties
113 Communicating with Students
114 Communications, Checklists, and Address Usage
115 Billing Extracts
116 Reports (Data Warehouse/SIS)
117 Form 8300
118 Form 1042S
119 Insurance
120 Tuition Remissions
121 Emergency Loans
122 Processes that can be done in PS
123 Posting Awards
124 Adjusting Awards
125 Anticipated Aid
126 Output to PowerFAIDS
127 Sub Codes – now Item Types
128 Payment Application
129 Request Tuition Fees
130 Application Processing
131 Process FA Applications
132 Award and Disburse Aid
133 FA Enrollment, Award Adjustments, and Holds
134 Enrollment, Award Adjustments and Holds
135 COD Processing
136 Anticipated Financial Aid
137 Posting Awards to Student Accounts
138 Managing Aid Programs
139 Reporting
140 Joint Session with Financial Aid offices
141 FA General – Medical Programs
142 Manage Double Majors
143 Change of Major or Track; Declare a Minor or Specialization
144 Maintain Institution Level Tables
145 Manage Course Catalog
146 Manage Terms and Sessions for Professional Schools
147 Creating New Hold Codes
148 Manage Exchange Students

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