SIS/Service Indicators - Editing a Service Indicator

logo

This document shows how to edit something on a service indicator, such as Term, Start Date, Code, Reason, Amount, Contact or Comment.

You will most likely only edit a service indicator if you are fixing a mistake; otherwise, it is recommended that you 'Release' a service indicator to delete it, and Add a service indicator to create a new one.


To edit an existing service indicator on a student’s record, follow the steps below:

Step 1:

From Home, select: Student Records WorkCenter, Manage Service Indicators. The Find page will display. Search for the student you want to add a service indicator for by entering their Campus ID# in the "Campus ID" field. Other search fields can be used, but Campus ID is the value you're most likely to know and its use will ensure you're accessing the correct student record. Select "Search".

screenshot of Student Records WorkCenter in SIS with orange box around Manage Service Indicators and Search with Campus ID

Step 2:

A summary of the student's service indicators will display on the Manage Service Indicators page. Find the specific service indicator you wish to edit and select its "Code" link. 

Screenshot of Manage Service Indicators Summary List with orange box around first code ADV

Step 3:

The Edit Service Indicator page will display. Change Start Date to the current. 

screenshot of Edit Service Indicators Page with orange box around effective period start date of today

Step 4:

Edit the appropriate field(s) as advised in the "Service Indicator Page Field Definitions" section. 

Step 6

Select [OK] to save. The Manage Service Indicators page will display and will include the edited/updated service indicator.