Financial Aid – Student Appointments

Module Description

This module tracks the date, time, duration, employee and status of appointments between the employee and the student.

Note: Once an appointment STATUS has been selected from the STATUS dropdown field, POST APPOINTMENT REMARKS is the only field that can be modified.

TIP: Appointments entered here can be tracked and printed from Student Appointments Report Trx 6536.

Field	Description
Key	Refers to the number sequentially assigned for each entry under the logged in school or campus.
Department	Select Fiscal since a student appointment is being scheduled with the Fiscal Department
Date	Refers to the date of the Appointment.
Employee	Refers to the Employee who will meet with the student during this appointment. Active Staff members who have been assigned to the Fiscal modules in their employee profiles will appear as an option on the Staff dropdown.
Time	Refers to the start time of the appointment.
Duration	Refers to the estimated length of the appointment (Example 30 minutes.)
Comment	Enter any comments related to the scheduled appointment such as the purpose, or items to follow up on
Status	Refers to the result of the appointments. If the student showed for the appointment, select DONE, if the appointment was cancelled and not rescheduled select –CANCEL, if the student didn’t show for the appointment but rescheduled select- RESCHEDULE. Once a status has been selected, Post Apt. remarks is the only field that can be modified
Post Appointment Remarks	Enter any comments related to the results of the appointment such as items resolved, determined, etc.