External Links, Filters, and Funding Sources

Overview Filters Administration allows the SS&E administrators to view all shared filters on one screen in order to check the individual filter criteria, manage duplicates, change owners etc. Filters Administration displays a list of all shared filters, including: The Total Number of Shared Filters that are currently active The Filter Name The Filter Owner The Created ...

Funding sources are manually added by the student's advisor, coach or other staff in order to help identify how the student is paying for college by displaying the appropriate funding sources on the student's Finances tab. The available Funding Source values that staff can choose from are defined by SS&E Administrators in Funding Sources Administration. To add a fundi...

From SS&E Admin > Funding Sources: To create a new funding source, click the New button. To edit an existing funding source, click on the funding source Name hyperlink, then click on Edit. Fields Name Name of the funding source. This value is shown in the funding source selection box on the Finances tab on the student profile. Description Internal description of the f...

Overview SS&E supports the ability to dynamically link to external systems based on a student's ID. For example, your institution may store documents about students in a centralized document management system and your staff needs a quick way to access these documents from SS&E. Utilizing External Links will allow staff members to access an external source from within ...