The Tuition Assignment Wizard is a multi-step workflow designed to assign tuition-related components, such as Tuition, Discounts, and Scholarships/Grants, to multiple students based on calendar year, grade level, and household criteria. Each component requires selecting a Tuition Group, and the selected components will be applied to students chosen in steps two and three. Step 2: Students is used to choose which students will be available for applying the component based on the calendar and grade, or an Ad hoc filter.
In step 3: Preview, users preview and finalize the students selected, allowing users to filter, review, and deselect students before running the wizard. A PDF preview and assignment summary are available prior to finalizing the process in step four.
To use the Tuition Assignment Wizard, a calendar must be selected.
Assign a Tuition, Discount, or Scholarship/Grant
If a multi-student discount is selected in step 1, then the preview list under Assigned Students in step 3 will show the eligible households and all the students in those households, along with their discount tier and the discount they will receive if eligible.
- Select Tuition from the Component list.
- Select a Tuition Group and the respective tuition, discount, or scholarship/grant.
- Click Next.
- For step two Students, choose either Select Students or Adhoc Filter:
- If Select Students was chosen:
- Mark the checkbox for each applicable calendar.
- Mark the checkbox for each applicable grade.
- Click Next.
- If Ad hoc Filter was chosen:
- Select an Ad hoc filter from the drop-down field.
- Click Next.
- If Select Students was chosen:
- Review all the students or households selected in step 3. Uncheck the checkbox of any student for whom the wizard should not be applied. Select Print PDF Preview to download a PDF.
- Click Run Wizard. A list will appear with each of the students who have had the component applied.
