Student financials is focus of Release 6

The focus of the next LionPATH release is on Student Financials. Functionality within this release includes viewing student accounts, tuition assessment, billing, payment processing, and refunding.

Some important dates for staff to keep in mind for this release are:

Date Description                          
7/6 Students notified by email to sign up for eRefund and Authorized Payer access
7/22 Access to view/post student financial data in ISIS ends
7/22 Access to student financial applications in eLion ends for students/parents/other
7/23 Student account balances transferred from ISIS to LionPATH
7/25 First tuition calculation for fall 2016 courses
7/25 Online payments accepted for balances due
8/1 First billing in LionPATH
8/22 First due date in LionPATH

Penn State Payment Gateway

Students will have a single sign-on through their student center in LionPATH. Others (parents, employers, etc.) will be able to view/pay the bill by the student creating Authorized Payer access.

Functionality includes:

  • Viewing account activity and bills (dynamic/static)
  • Electronic payment processing (eCheck/credit card)
  • Enrolling in eRefund
  • Enrolling/Managing Installment Payment Plans
  • Granting Authorized Payer access
  • Text alerts for certain financial activities
  • Form 1098-T

Billing

  • Bills will be generated for all students on a monthly basis (1st of every month)
  • Due date for all bills will be the 22nd of each month
  • Bills not paid by the due date will have negative service indicator placed preventing future enrollment, transcripts and diplomas
  • Prior to the next month’s billing, a 1.5% late fee will be assessed on any unpaid balance

For more information, student financial training materials can be found online at https://tutorials.lionpath.psu.edu.

Reporting team collaborates to shape iTwo LionPATH subject areas

staff collaborating on iTwo

Working group team members meet to discuss LionPATH data in iTwo

LionPATH has brought changes to the process of viewing student data and generating reports at Penn State. Institutional Insight (iTwo), the University’s web-based data analysis tool, allows users to easily look at and report on institutional data.

The LionPATH reporting/data warehouse team, led by Rachel Heverly, is responsible for implementing solutions to support LionPATH data reporting within iTwo and is successfully working to meet the needs of the University.

To identify gaps and needs from submitted iTwo requirements, Rachel and her team organized a working group of iTwo users comprised of various departments throughout the University. This working group, along with the LionPATH data warehouse/reporting team, has been collaborating several hours face-to-face each week since mid-January to ensure the success of iTwo LionPATH content.

Below are of a few questions about their work, and what’s helped them be successful.

What are some the items that you are currently working on?

  • Data/field discovery within iTwo LionPATH subject areas. We are answering questions such as:
    • What fields exist?
    • What values are in these fields?
    • How might I identify adult learners?
    • How might I identify Schreyer Honors students?
  • The group is taking reporting requirements and attempting to create reports using the iTwo LionPATH data fields. This is to identify if the necessary fields to produce results are already in subject areas as delivered out of the box, or if these fields need to be added in order to satisfy the requirement.
  • The group is also identifying some of their unit’s top reports and attempting to create these reports using the iTwo LionPATH subject areas.

Why are you focusing on these items?

It is important for the users in the group to become familiar with the data fields. The LionPATH reporting/data warehouse team has prioritized the requirements that have been submitted, and these top priorities are what the group is working through to ensure the appropriate fields are/will be available in the iTwo LionPATH subject areas.

Who is involved in the working group?

  • Ned Balzer—College of Liberal Arts
  • Kim Baran—Office of Planning and Institutional Research
  • Wes Bumbarger—College of IST
  • Beth Davis—College of Agricultural Sciences
  • Stefania Dearment—Penn State Harrisburg
  • Bob Fogarty—Outreach and Online Education
  • Mike Gilpatrick—Smeal College of Business
  • Cheri Graham—Student Affairs
  • Rachel Heverly—LionPATH Reporting and Data Warehouse
  • Stephanie Lowenstein—LionPATH Reporting and Data Warehouse
  • Nick Morosco—LionPATH Reporting and Data Warehouse, Sierra-Cedar Consultant
  • Misty Patcyk—College of Earth and Mineral Sciences
  • Lu Sun—Eberly College of Science

How has your experience been participating in the working group?

“As a commonwealth campus participant, not only do I find it invaluable to have direct access to Rachel and Stephanie when any questions arise, but being able to access and report out on the test data has put a lot of my initial worries regarding the transition to iTwo to rest,” commented Stefania Dearment, Penn State Harrisburg.

What have been some of the team’s top successes?

The team is still in the beginning phases of this working group, but in that short period of time, they have been able to identify gaps and needs from submitted requirements. They have also been able to share knowledge with each other helping to find new ways to report data, as well as discover the new processes that are a result of implementing LionPATH.

“This working group brings together different strengths and needs throughout the University allowing us to view a potential solution or issue in a way we may not have considered. This sharing of knowledge is always an advantage to allow us to move forward in a more productive and unified manner,” shared Stephanie Lowenstein on why the group has been so successful.

Rachel Heverly added, “The LionPATH reporting working group has been extremely beneficial. The members are raising good questions and sharing knowledge as they continue to progress through the various iTwo LionPATH subject area data fields. This group is instrumental in helping shape the new iTwo LionPATH subject areas that will be delivered to data analysts, report developers, and data consumers across the University.”

Fall 2016 enrollment process for current students

Student using computerWith the transition to LionPATH, the University has changed the way students enroll in classes. Previously, students would schedule classes and then complete registration by responding to the tuition bill. With the new system, students will be considered fully enrolled once they agree to the Financial Responsibility Agreement (FRA) and enroll in at least one class.

Currently enrolled students have now begun interacting with LionPATH to search for fall 2016 classes. LionPATH functionality will continue to roll-out over the next several months as it follows the life cycle of the student.

Here are steps students must take to enroll in classes through LionPATH:

  1. Complete the Pre-Registration Activity Guide that ends with signing the Financial Responsibility Agreement (FRA) – The FRA is a promise to take financial responsibility for payment of the student account. Students must complete this in order to be able to enroll in classes.
  2. Search for classes Students are now able to view fall 2016 classes through the LionPATH student center by using the class search or Schedule Builder. The Schedule Builder will help students plan their daily schedule by comparing possible class combinations and allowing breaks to be built into each day.
  3. Add classes to the online shopping cart  Beginning March 8, students can add their desired classes to the shopping cart. This will temporarily save the classes until their enrollment date.
  4. Validate the classes  Also beginning March 8, students can validate the classes in their shopping cart to ensure they will be able to enroll in them after their enrollment date. This does not guarantee that students will be able to enroll in a class later, but it will let them know what enrollment requirements they currently do not meet.
  5. Enroll in classes – Fall 2016 enrollment opens in mid-March. Students can review their specific enrollment date within the student center to determine their first date of enrollment. After the enrollment date, students can select the classes in which they want to enroll and click the enroll button to complete the new enrollment process.

continuing-student-enrollment-process

 

What is the Consent to Conduct University Business Electronically?

While not technically a part of enrollment, this agreement will be presented to each student before they are able to access LionPATH features, and will prevent all other actions until they have clicked the box to indicate their agreement. If they do not agree, they will have to conduct LionPATH business outside of the system.

For more information about LionPATH, visit launch.lionpath.psu.edu.