Add or Edit Staff Groups

You can use the Staff Groups page to add and edit staff groups. Groups organize staff members into logical groups (for example, departments and job functions). For example, for all logical groups you can specify workspaces, default password profiles, and designate the group as a group of advisors.

The staff groups you specify here can then be selected for staff members on the Staff Members tab on the same page.

For instructors and admissions representatives, you can also define templates that contain specialized permissions. You can then use the templates to quickly add and manage them. When a staff member is added to the group, they inherit the permissions in the template so that you do not have to specify them individually.

For instructors, you can also select their attributes when you add them on the Staff Members tab.

The list contains system defined staff groups (such as a group for instructors, administrators, advisors, and staff groups required for other product components like Portal).

Prerequisites

You must have System - Settings - Staff - Manage authorization.

To edit the Code for a staff group, the staff group must not be selected as an automated delegate staff group for Financial Aid Automation (FAA).

You should be familiar with the: 

• Locations for Working with Instructors and Admissions Representatives

• Background for Predefined Staff Groups

Access Method

Select the Settings tile > expand System > select Staff > Staff Groups tab.

Procedure to Add or Edit Items

If your institution admits international students, you must manually add an International Advisor with the code INTADV. It is not system defined.

If you want to use the Admissions Representative Maintenance page to quickly add representatives, you must either: 

• Configure a template with a Parent Group of Admission Group Rep, Yes for Setup Template, and specify the permissions

• Change the value for Set Template to Yes and specify the permissions for the system defined group Admissions Rep

1. If you want to:

   • Add a new staff group, select the New button on the toolbar

   • Edit an existing list item, select the name in the list

2. Review, specify, or change the following values.

   Advisor If the staff group is for advisors, select the advisor code. When you assign a staff member to one or more of these staff groups, the staff member appears in the drop-down list for that advisor type. Do not select an advisor code for non-advisor staff groups. If you select Admissions, Anthology Student does not display the group in the drop-down list displayed when select Advisor Group for Assign To while configuring scheduled tasks. Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Name The descriptive name of the item.

   Password Expiration If your institution is using the Anthology Student database as its Authentication Mode, the date the password will expire. Anthology Student calculates the value using the date that the staff member was added or last changed their password and the value for Password Expiry Days in the password profile. The default is 01/01/9999. Password Profile If your institution is using the Anthology Student database as its authentication mode, the name of the password profile that provides basic password functionality (such as password expiration, password reset, and password rules). Password profiles are defined by your institution. Workspaces Indicates the option to configure and customize the home screen. The options are Class Scheduling and Standard Homepage.

3. If you want to create templates for instructors and admissions representatives, select a value other than None for Parent Group For groups of Instructors and Admissions Representatives, select the type if you want to set up a template so that you can specify the permissions for the group. Any staff member you add to the staff group inherits the specialized permissions selected for that group..

   If you selected a value other than None, Anthology Student changes Set Template If you selected Instructor Group or Admission Rep Group in the Parent Group list, Anthology Student sets the read-only value to Yes to indicate it is a template. to Yes.

4. If you selected: 

   • None for Parent Group, there are no remaining values to specify. Select Save, Save & Close, or Save & New button on the toolbar.

   • Instructor Group or Admission Rep Group in the Parent group field, Anthology Student displays tabs so that you can select permissions for the group.

Procedure to Complete the Tabs for Templates

In the procedure, the table shows whether the permission can be selected: 

• For individual staff members

• When you configure templates for groups with a value of Instructor Group or Admissions Rep Group selected for Parent Group

For example, you cannot specify Automated User If you are using Financial Aid Automation (FAA), select the check box to specify that the staff member is the automated user. You can only specify one staff member. The staff member must be active, unlocked, must have a password that does not expire, and All Campuses selected must be selected for Campus Group. The automated user can then be selected from the drop-down list to resolve Exception Processing Auto Resolve Type III exceptions. Anthology Student assigns all exceptions that are auto resolved by the pool to the Automated User except for the original exception that was resolved. for a group, but you can specify it when you add or edit the staff member.

5. On the General tab, review, specify, or change the values that apply to staff.

   Settings	Can Be Configured for Staff
   	Template for Group	Members
   Allow Access to Global Student Search Select this check box if you want the staff member to be able to use the search in the command bar to search all students in all campuses in the system. If a student belongs to a campus where the staff member is not authorized, the student will show up in the search results, but they will not be able to display their Student Profile. For this option to work for staff members, your institution must also have selected Yes for Allow Global Search on the Settings page. (Select the Settings tile > locate System in the list > select General.) When not selected, Anthology Student limits the search to the authorized staff member campuses.	X	X
   Allow access to Social Security Number on UI Select this option to allow the staff member to view social security numbers (SSNs) on specific forms and on the Setup Template for Instructor Groups and Admissions Rep Groups.	X	X
   Allow edits to Zip Code Zone Select this option is you want to give the staff member permission to change the value in the Region on a student inquiry. (Select the Students tile > select the name in the Students list > expand Admissions > select the Inquiries tile.)	X	X
   Allow reporting access to Social Security Number Select the check box if you want the staff member to view, print, and export social security numbers (SSNs) for all reports from the Reports tile and when they export lists that contain columns with the social security number. The social security number will be a selectable option from the Student ID to Print drop-down list on the Report Selection Information page, will appear on the selected report, and will be available for export. This feature applies to custom reports which use Anthology Student stored procedures. If the SSN is a specified field on the report and the staff member or staff group does not have permission, the phrase "SSN Blocked" is printed on the report instead of the social security number. The SSN is also not displayed for export.	X	X
   Allow User to Cancel Class Section Select this check box if you want the staff member to be able to use the Cancel Class Section option on the class scheduling page.		X
   Allow User to Customize Search Form If you selected the Allow Access to Global Student Search check box, you can then select this check box to specify that staff members can customize the Search results page displayed using the search in the command bar. The default is No. You can select the following properties for Student Search Result Properties In the grid, select the properties that you want displayed as default properties in the student search results for the staff member. If the staff member customizes the properties, the first and last name cannot be removed. If you want to include all the properties as the defaults, select the Select check box in the column heading of the grid.. Address The address associated with a person or organization. If you change the address for a student, Anthology Student displays a dialog that you can use to save the address before your changes to the Related Addresses list for the student (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Related Addresses tile.). You can also specify the type of address. For example, if your institution has a value of Previous configured for the address type, you can select the value for any previous addresses. Admissions Rep The Admissions Representative for the student. If a staff member is removed from an Admissions Representative group after having been assigned to a student, Anthology Student retains the name of the former representative on the student record. Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. E-mail Address The email address. Enroll Date The actual date when the student enrolled in the program version. Enrollment Num The number assigned during the enrollment based on the parameters specified by the institution. Start Date Displays the program version start date. Exp Start Date The date the student is expected to start the enrollment at your institution. First Name The first name of the student or person. Last Name The last name of the student or person. Lead Date The date when the prospective student contacted the institution. Middle Name The middle name of the student or person. Mobile Phone The mobile phone number. Phone The phone number. The format will depend on how your institution configured phone numbers (such as whether or not it uses parenthesis and hyphens). Preferred Name The preferred name of the student. Program The programs that the student is interested in. If you are selecting the values, you can select more than one program. Program Version The program version associated with the student or item. SSN The person's Social Security Number (SSN). You must be authorized to work with SSNs. Status Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled. Student ID The ID assigned to the student in the Anthology Student database. While your institution can assign student numbers in a format that they choose, this ID is associated with a student in the database. It is displayed at the end of the URL when you are working with a student in the Student Web App and can also be used to search and locate students. Student Number If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number or your institution can use some other method for assigning it. Work Phone The work telephone number for the student, staff, or person. The format will depend on how your institution configured phone numbers (such as whether or not it uses parenthesis and hyphens). When a student is placed in a job using student placement, the program automatically updates the number with the phone number for the employer. If it applies, the extension is also updated.	X	X
   Allow User to Select the Report Server This option has not been implemented yet.	X	X
   Default to Report Wizard This option has not been implemented yet.	X	X
   Enable User Toolbar Select the check box if you want staff members to be able to customize their toolbar.	X	X
   Keep Track of Recently Accessed Student Search Select the check box if you want tiles for the recently accessed Student Profiles to be displayed in the Recent list for staff member on the Home page.	X	X
   Override EIS Report options Select the check box if you want staff members to be able to makes changes to the executive summary reports.	X	X
   Show Default at Start Up Select the check box if you want Anthology Student to display the Set Session Defaults dialog each time the staff member logs in. When displayed, staff members can change their campus and other session options (such as the term).	X	X

6. On the Student Accounts tab, review, specify, or change the values that apply to staff.

   Settings	Can Be Configured for Staff
   	Template for Group	Members
   Allow User to Edit Manual Type Refund Calculations Select the check box if you want to give the staff member permission to edit refund calculations that have been configured with the Manual Calculation check box selected. (Select the Students tile > select the name in the Students list > expand Student Accounts > select the Refund Calculations tile.) When a staff member has permission to edit, the fields that can be edited have a white background and the columns that can be edited have a green background. For example, Time in Period and Period Base. If a staff member does not have permission, the fields are read-only. The setting does not change permissions a staff member has for refund calculations that do not have the Manual Calculation check box selected.	X	X
   Allow user to edit Statement/Invoice/Subsidiary comment field Select the check box if you want to give the staff member permission to edit the comment fields on student statements, third part invoices, or subsidiary statements. (Select the Processes tile > locate Student Accounts in the tree > select the option for the statement or invoice you want to print.)	X	X
   Multi-select of campuses for release to G/L Select the check box if you want to give the staff member permission to use the Release to General Ledger process for campus groups that consist of more than one campus. (Select the Processes tile > expand Student Accounts > select Release to General Ledger.)	X	X
   User is a Cashier If the campus is configured to use cashiering, select the check box if you want the staff member to use the cash drawer to post payments. If Active Directory is being used, Anthology Student validates the cashier in Active Directory. The form displays the current logged in user and domain as user@domain. The user name field is disabled when using Active Directory. The staff member is required to enter the domain password to continue. If Active Directory is not enabled, the staff member enters their user name and password for Anthology Student to continue.	X	X

7. On the Academic Records tab, review, specify, or change the values that apply to staff.

   Settings	Can Be Configured for Staff
   	Template for Group	Members
   Allow Access Program Transfer and Reentry Option Select the check box to give staff members permission to change programs and reenter students for enrollments. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Enrollments tile > More button.)	X	X
   Allow Access to Connected Enrollment Option Select the check box to give the staff member permission to this option to allow the staff member access to connect or edit a connected enrollment on the Enrollments page for a student. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Enrollments tile > More button.)	X	X
   Allow Access to Transfer Campus Option Select the check box to give the staff member permission to transfer a student to another campus on their Enrollments page using the To Campus option in the Transfer Type list. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Enrollments tile > More button > Transfer option.)	X	X
   Allow Access to Transfer Enrollment and Campus Option Select the check box to give the staff member permission to transfer a student to another enrollment and campus on their Enrollments page using the To Enrollment and Campus option in the Transfer Type list. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Enrollments tile > More button > Transfer option.)	X	X
   Allow Access to Transfer Enrollment Option Select the check box to give the staff member permission to transfer a student to another campus on their Enrollments page using the To Enrollment option in the Transfer Type list. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Enrollments tile > More button > Transfer option.)	X	X
   Allow maximum students in class and Add/Drop date Override - All Campuses Select the check box to give a staff member permission to override the maximum class size when registering students in a class section for all campuses. During registration, a message is displayed when maximum class size is about to be exceeded on their Student Courses page. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile.) The staff member can determine if it is okay to register the student anyway. If this check box is selected, the campus setting for Add/Drop is overridden. or Allow maximum students in class and Add/Drop date Override - Users Campuses Only Select the check box to give a staff member permission to override the maximum class size when registering students in a class section for the campuses they are authorized to work with. During registration, a message is displayed when maximum class size is about to be exceeded on their Student Courses page. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile.) The staff member can determine if it is okay to register the student anyway. If this check box is selected, the campus setting for Add/Drop is overridden.	X	X
   Allow Prerequistie and Corequistie override for drop/unregister Select the check box to give a staff member permission to override prerequisite and corequisite course requirements when processing a single student drop or unregister from a course which is a prerequisite or corequisite to another course on their Student Courses page. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile.)	X	X
   Allow Prerequisite/Corequisite registration and Maximum Course Attempts Override Select the check box to give a staff member permission to override prerequisite and corequisite course requirements when processing a single student registration in a course for which there are other courses required as prerequisites or corequisites. It also gives a staff member permission to override the maximum course attempts rule when registering a student on their Student Courses page. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile.)	X	X
   Allow User to Clear Waitlist Select the specialized permission if you want the staff member to be able to use the Clear Term Waitlists option from the More menu on the Class Schedules tab on the Class Scheduling page. The option clears term waitlists before the next term begins. It also gives the staff member permission to use the Clear Waitlist button on the Waitlist tab on the Class Scheduling page. The button clears all waitlists from the scheduled classes grid for a specific term.		X
   Allow User to Fulfill/Undo Fulfill Requirements on the Degree Progress Audit Select the check box to give a staff member permission to allow the staff member to fulfill or undo fulfill requirements on their Degree Progress Audit (DPA) page. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Degree Progress Audit tile.)	X	X
   Allow User to Modify Course Section Fee Schedule during Registration Select the check box to give the staff member permission to modify the course section fee schedule during registration.	X	X
   Allow User to Override Academic Transcript Hold Group Select the check box to give a staff member permission to override the holds for students in Academic transcript hold groups.	X	X
   Allow User to Override Audit Designation Deadline Select the check box to give a staff member permission to override the Audit Designation Date configured for the term when converting a course from full credit to audit. The staff member can override access to convert a course from full credit to audit after the date has passed.	X	X
   Allow User to Override Comparison of Course Contact with Class Schedule Hours When a staff member is creating or editing a class section, select the check box to give them permission to override the comparison Anthology Student does of the values for Course Contact Hours and Scheduled Hours. (Select the Class Scheduling tile.)	X	X
   Allow User to Override Closed Term Select the check box to give a staff member permission to reopen a term when it is closed.(Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile.)	X	X
   Allow User to Override Incomplete Expiration Deadline Date Select the check box if you want to give the staff member permission to override the value for Incomplete Exp Date when the staff member is posting final grades. (Select the Processes tile > expand Academic Records > select Gradebook in the tree.)	X	X
   Allow User to Override Instructor Course Association Select the check box to give a staff member permission to override the instructor course association. When the check box is selected, a Show All Instructors check box will be available on the Schedule page from Class Scheduling. If the staff member selects the Show All Instructors check box, all of the instructors are displayed. If the staff member removes the check, the list contains only the instructors associated with the class section.	X	X
   Allow User to Override Last day to Withdraw Restriction Select the check box to give a staff member permission to drop a course for a student even after the Last Day to Withdraw date has passed. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile > select a course in the list > Drop button.)	X	X
   Allow User to Override Locked Term Sequence Select the check box to give a staff member permission to override a locked term sequence.	X	X
   Allow User to Override Registration Group Constraint Select the check box to give a staff member permission to register a student and assign the student to a group even though the student does not meet the criteria for the registration group. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile > add or select a course in the list > click the Register button.)	X	X
   Allow User to Override Registration Holds Select the check box to give a staff member permission to override a registration hold on their Student Courses page and register students without needing to remove these students from a registration hold group. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile > add or select a course in the list > select the Register button.)	X	X
   Allow User to Override Registration Locks Select the check box to give a staff member permission to override any configured registration locks. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile.)	X	X
   Allow User to Override SPE Course Progression If the Allow courses to be exempt from progression check box was selected when Financial Aid was configured for the system, select the check box to give a staff member permission to use the master override selection on the student courses which allows the course to complete a requirement. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile > select a course in the list > More button > View Course Progression.) Use this feature in non-term configurations when a course is taken that is not part of the student course list (program version course list). This way allows the course to be an elective. Or to manually correct the course usage when the system is missing information.	X	X
   Allow User to Override Status Change Date Validation Select the check box to give a staff member permission to override the Number of Days for Status Changes configured for the campus and change the effective date for a status change for a student. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Status History tile.)	X	X
   Allow User to Override Transfer Configuration Options Select the check box to give a staff member permission to override transfer options your institution configured for Academic Records for the campus. (Select the Settings tile > locate System in the tree > select Campuses > select the name of an existing campus on the list or click the New button, specify the required information and save the campus > select the Academic Records tile.) If selected, staff members can change the defaults when they transfer a student. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Enrollments tile > highlight a record > in the grid toolbar, click More > Transfer.)	X	X
   Allow User to Override Transfer Credit Approval Restriction Select the check box to give a staff member permission to override and approve transfer credits for a student on their Transfer credits page. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Transfer Credits tile.)	X	X
   Allow User to Reassign Courses Select this option to allow the staff member to reassign for a student. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile.)	X	X
   Allow User to Rebuild Term Summary Relationships Select the check box to give a staff member permission to rebuild term relationships on the Enrollment page for the student. Use the rebuild Term Summary Relationships by click the Rebuild Relationships button on the Enrollment form. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Enrollments tile.) Before selecting this option for staff members, you should be familiar with how your institution configures terms, modifying term relationships, and satisfactory academic progress (SAP) and SAP calculations.	X	X
   Allow User to Waive Retake Fee Select the check box to give a staff member the permission to waive retake fees. When a staff member is authorized to waive a retake fee and attempts to register a retake course, a message is displayed asking whether to charge a retake fee. The response to this message determines whether a retake fee should be charged. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Student Courses tile.)	X	X
   Allow User to Waive/Undo Waive on the Degree Progress Audit Select the check box to give a staff member permission to waive or undo a waive on course requirements on the Degree Progress Audit (DPA) for a student. (Select the Students tile > select the name in the Students list > expand Academic Records > select the Degree Progress Audit tile.)		X
   Allow Waitlist maximum seats to exceed the class maximum seats Select the check box to give a staff member permission to specify a maximum number of waitlist seats that exceeds the maximum class seats when they are configuring attendance rules and waitlist options. (Select the Class Scheduling tile > select the course in the Class Schedule list > select the Attendance Rules & Waitlist/Auto Add Class Section tile.)	X	X
   Check for Scheduling Conflicts Select Yes if you want Anthology Student to check for scheduling conflicts when an instructor is added with Yes selected for Check for Scheduling Conflicts. When Yes is selected, Anthology Student checks to see if the instructor is already scheduled for the same time in another class section on the Class Schedules page. (Select the Class Schedules tile.)		X

8. On the Career Services tab, review, specify, or change the values that apply to staff.

   Settings	Can Be Configured for Staff
   	Template for Group	Members
   Allow User to Associate Employer with Campuses outside of the assigned Campus Group Select the check box to give staff members who are Career Services Advisors permission to associate an employer with campuses outside of their assigned campus group. If selected and the staff member is assigned as a Career Services Advisor, the staff member can edit existing employers and associate them with campuses outside their assigned campus group.	X	X
   Allow User to Edit Placement Employer Primary Contact Select the check box if you want to give the staff member permission to edit the primary contact for placement employers.	X	X
   Allow User to edit The Job Type for a Placement Record Select the check box if you want to give the staff member permission to edit the Job Type field in the placement record for the student on the Placements & Internships page. (Select the Students tile > select the name in the Students list > expand Career Services > select the Placements & Internships tile.)	X	X
   Allow User to Override Duplicate Employer Check If your institution selected Global or Campus Based for Enable Duplicate Employer Check when it configured Career Services, select the check box to give the staff member permission to override the check for duplicate employers.	X	X

9. On the Financial Aid tab, review, specify, or change the values that apply to staff.

   Settings	Can Be Configured for Staff
   	Template for Group	Members
   Allow CommonLine Hold/Release file Creation/Re-generation Select the check box to give a staff member permission to create or recreate a batch of Hold/Release Change Transaction file for CommonLine. (Select the Processes tile > expand Financial Aid > select Approve Disbursements to Pay in the tree.)		X
   Allow Edit of Disbursements when Packaging Select the check box to give the staff member permission to edit disbursements when packaging financial aid. (Select the Students tile > select the name in the Students list > expand Financial Aid > select the Awarding tile > Awards tab.)		X
   Allow Edit of Global Exception Details If the staff member is authorized to work with campuses that use a servicer such as Global, you can select this option to allow the staff group to edit exception details for servicers during exception review. (Select the Processes tile > expand Financial Aid > select Servicer Exception Review.)	X	X
   Allow Edit of Payment Periods and Loan Payment Periods Select the check box to give a staff member permission to add or edit the payment periods on the Academic Years and Loan Periods tabs on the Awarding page. (Select the Students tile > select the name in the Students list > expand Financial Aid > select the Awarding tile.)	X	X
   Allow FA Hold Group Override for Disbursement Approval Select the check box to give a staff member permission to override a Financial Aid (FA) hold group and approve disbursements for existing and future terms. (Select the Processes tile > expand Financial Aid > select Approve Disbursements to Pay or Servicer Paid Disbursement Validation in the tree.)	X	X
   Allow Override of COD Change Status Select the check box to give the staff member permission to change the Status column on the Override COD Originations page. (Select the Processes tile > expand Financial Aid > select Override COD Originations in the tree.)	X	X
   Allow Override of Batch Integrity Enforcement for Manual Disbursement Batches If your institution selected Yes for Enforce Disbursement Batch Integrity when it configured Financial Aid, select the check box to give a staff member permission to override the option when they manually create batches for approving disbursements. (Select the Processes tile > expand Financial Aid > select Approve Disbursements to Pay in the tree.)	X	X
   Allow Selection of Exclude from Auto Adjustment Select the check box to give the staff member permission to exclude specific academic years and payment periods from being adjusted during or as a result of Student Pace Evaluation (SPE). (Select the Students tile > select the name in the Students list > expand Financial Aid > select the Awarding tile.)	X	X
   Allow User to Override Partial SAP Terms Select the check box to give a staff member permission to manually exclude SAP terms for a student from the term sequence calculation during SAP evaluation. The staff member can then skip counting partial SAP terms as a full term sequence. (Select the Configuration tile > locate Financial Aid in the tree > select SAP Policies.)	X	X
   Allow User to Override SAP Payment Period Defined Dates Your institution can configure the number of days after a payment period ends during which SAP calculations can take place for a campus. Select the check box to give the staff member permission to calculate the SAP status for a student past the end date calculated using the value for Continue calculation days after payment period end configured for the campus. Normally, a staff member is not allowed to perform a manual SAP calculation after that period. If this check box is selected, the staff member can perform a SAP calculation beyond the regular cutoff date. (Select the Processes tile > expand Financial Aid > select SAP Calculation.)	X	X
   Allow User to Override SAP Status Select the check box to give staff members permission to override the SAP status for a student during the SAP calculation process. (Select the Processes tile > expand Financial Aid > select SAP Calculation.) In addition, the staff member may override a SAP status that had been set to not be recalculated.	X	X
   Allow User to Override SAP Term Defined Dates Your institution can configure the number of days after a term ends during which SAP calculations can take place for a campus. Select the check box to give the staff member permission to calculate the SAP status for a student past the end date calculated using the value for Continue calculation days after term end configured for the campus. Normally, a staff member is not allowed to perform a manual SAP calculation after that period. If this check box is selected, the staff member can perform a SAP calculation beyond the regular cutoff date. (Select the Processes tile > expand Financial Aid > select SAP Calculation.)	X	X
   Automated User If you are using Financial Aid Automation (FAA), select the check box to specify that the staff member is the automated user. You can only specify one staff member. The staff member must be active, unlocked, must have a password that does not expire, and All Campuses selected must be selected for Campus Group. The automated user can then be selected from the drop-down list to resolve Exception Processing Auto Resolve Type III exceptions. Anthology Student assigns all exceptions that are auto resolved by the pool to the Automated User except for the original exception that was resolved.		X

10. On the Admissions tab, review, specify, or change the values that apply to staff.

    Settings	Can Be Configured for Staff
    	Template for Group	Members
    Add Institutions to List within Transfer of Credits Select the check box to give the staff member permission to add an institution on the Transfer Credits page using the + next to the Institution field. Any institutions they add will be available to other staff members to select. If you do not select the check box, the staff member will only be able to select an existing institution from the list.	X	X
    Add Courses to List within Transfer of Credits Select the check box to give the staff member permission to add a course on the Transfer Credits page using the + next to the Course field. Any institutions they add will be available to other staff members to select. If you do not select the check box, the staff member will only be able to select an existing course from the list.	X	X
    Add Enrollment Specific Admission Rep and Campus Select the check box to give the staff member permission to select a value in the Campus and Admissions Representative lists when they add an enrollment for a student on their Enrollments list. There is one permission because the Admissions Representative must be authorized for the campus.	X	X
    Add Enrollment Specific Previous Education Select the check box to give the staff member permission to select a value in the Previous Education list when they add or edit an enrollment on the Enrollments page for a student.	X	X
    Admission Rep Type If one or more of the staff groups selected for the staff member were configured with a Parent Group of Admission Rep Group, select the type. Representative types are configured by your institution. (Select the Configuration tile > locate Admissions > select Representative Types.)		X

11. On the Housing tab, review, specify, or change the values that apply to staff.

    Settings	Can Be Configured for Staff
    	Template for Group	Members
    Allow Deleting Lease with Billed charges Select the check box if you want staff members to be able to delete a lease with billed charges using the Delete button on the Housing Leases page. (Select the Students tile > select the name in the Students list > expand Student Services > select the Housing Lease tile.)	X	X
    Allow Deleting Lease with Unbilled charges Select the check box if you want staff members to be able to delete a lease with unbilled charges using the Delete button on the Housing Leases page. (Select the Students tile > select the name in the Students list > expand Student Services > select the Housing Lease tile.)	X	X
    Allow editing of Housing Period Dates on Lease Select the check box if you want staff members to be able to edit the housing period on housing leases.	X	X
    Allow User to Override Max capacity of Room Select the check box if you want the staff members to be able to place a student in a room that is over maximum occupancy using the Housing Roommate Matching page (Select the Processes tile > locate Student Services in the tree > select Housing Roommate Matching). When the check box is selected, the staff member will also be able to update a lease if the room is over maximum capacity. (Select the Students tile > select the name in the Students list > expand Student Services > select the Housing Lease tile.)	X	X
    Allow User to Override Wizard Dates with Lease dates in Roommate Matching Select the check box if you want staff members to be able to place a student in a room based on individual lease dates when they are using the Housing Roommate Matching page. (Select the Processes tile > locate Student Services in the tree > select Housing Roommate Matching.)	X	X
    Prevent Manual Billing Select the check box if you want to prevent staff members from saving changes or billing selected charges using the Bill Selected Charges button. (Select the Students tile > select the name in the Students list > expand Student Services > select the Housing Lease tile > application in the list > More button > View/Edit Charge Schedule.)	X	X

12. On the Contact Manager tab, review, specify, or change the values that apply to staff.

    Settings	Can Be Configured for Staff
    	Template for Group	Members
    Allow Editing of Advisors Select the check box if you want the staff member to have permission to edit the advisors for students.	X	X
    Allow Editing of Task Template HTML Source When selected, Anthology Student displays a Source button in the Email Message area of the page for configuring task templates with an event type of Email and Auto Disb. Cancellation/Disb. To Re-expect Alert. The staff members with the permission can then click the button to add or edit the HTML source for the email.		X
    Document Policy The name of the document policy that controls access to the types of documents and the statuses that can be selected for those documents. Policies are configured by your institution.	X	X
    Show Tasks on the home page Indicate whether you want to view the tile displaying all the pending tasks assigned to you.		X
    Task Policy The name of the task policy that controls access to the tasks that staff members create using the task templates configured by your institution.	X	X

13. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close

Limitations

You cannot edit list items that have a Yes in the System column. These items are defined by Anthology Student.