Powerpoint - Sunapsis

Report
Using Sunapsis® to Identify and Track Sponsored
Students
Daniel Whitmer
Associate Director
Sponsored Student Services
Office of International Services
Indiana University
Using Sunapsis® to Identify and Track Sponsored
Students
If your school is identifying sponsored students in order to provide them with
specialized services and-or advising, then find out how sunapsis® can help you track
this information and make them easier to identify. This session will introduce users to
the Sponsored Student Table. Other ideas related to sponsored students will be
discussed, such as custom reports, creating alerts for SACM financial guarantees, and
e-forms for handling transcripts.
The Sponsored Student Information Table
Found in >Record
Management>Immigration
Documents>Sponsored Student
Information
Once this table is saved, it inserts
the sponsor info in top-left profile
panel.
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The Sponsored Student Information Table (con’t)
Highlights of this table:
• Administrative Organization
• Funding source
• Agency advisor
• Track fee applicability
• Track U.S. Government sponsored (i.e. Fulbright)
• Run custom reports based on this table
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Other Sponsored Document Table
Other Sponsored Document Table:
• Find this under Record Management>Immigration Documents>Other Sponsored
Document
• Keep track of DS-2019 information for U.S. Government Sponsored Students
• Note: End Program date will affect dates shown on profile box.
Running a Sponsored Student Custom Report
Other Sponsored Document Table:
• Find this under Record Management>Immigration Documents>Other
Sponsored Document
• Keep track of DS-2019 information for U.S. Government Sponsored Students
• Note: End Program date will affect dates shown on profile box.
5
Other Sponsored Document Table:
• Find this under Record Management>Immigration Documents>Other
Sponsored Document
• Keep track of DS-2019 information for U.S. Government Sponsored Students
• Note: End Program date will affect dates shown on profile box.
6
Custom Report Results – Exported to MS Excel
Use this report for things like:
• Enrollment Stats
• Email Communication
INDIANA UNIVERSITY
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Creating Alerts for Financial Guarantees
2. Title
3. Group
4. Level
5. Alert Date
1. New
INDIANA UNIVERSITY
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Creating Alerts for Financial Guarantees (Con’t)
Once the alert is set, it will appear in your case tracker.
INDIANA UNIVERSITY
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Using e-Forms to Handle Transcript Requests
If your office is coordinating transcript requests for Saudi or other sponsored
students, you can set this up on an e-form to handle these requests.
Issues for consideration:
- Registrar/FERPA requirements
- Billing process
- Sending process
How I handle it:
- I send the link to all new students each semester.
- I add myself as a second approver so I get the email that the student has
submitted the e-form.
- I keep an Excel spreadsheet with this data and email it to the registrar at the end
of each semester.
INDIANA UNIVERSITY
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Transcript Requests e-Form Design
I keep this e-form hidden from the i-Start menu. The link at the top can be emailed to
qualified students for them to access it directly.
INDIANA UNIVERSITY
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Transcript Requests e-Form Design (con’t)
INDIANA UNIVERSITY
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Transcript Requests e-Form Design (con’t)
INDIANA UNIVERSITY
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Transcript Requests e-Form Design (con’t)
INDIANA UNIVERSITY
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Questions?
Thanks for coming!
Daniel Whitmer
Email: [email protected]
INDIANA UNIVERSITY
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