Office Etiquette
JIRA
General
Banner Codes
Example Scenarios
100

How many times should a phone ring before it is answered? 

Preferably only once, no more than 3 times. 

100

What is JIRA?

The system that all student workers & certifying officials use to process their students' benefit request. 

100

True/False : We allow SVA members to get their stuff out of downstairs storage alone?

False

100

What are the two student worker work-flows?

HWSW and VASW

100

It is not our peak period and SCOs are catching up on tickets. A student enters the office and happily walks to the front desk.

Student: "Hello! I submitted a ticket a few days ago and have not received a confirmation email."

Worker: 

"Okay! What is your first and last name? Do you know your ID number?"

Once you have their information, look them up in JIRA to check on the status of their benefit request.

200

What are the pages you should have open at all times?

- JIRA
- Military VA
- Teams
- Jagwire
- Banner
- DegreeWorks
- Work Email

200

What are the two issue types in JIRA?

MA: CRF

Tasks

200

If we have questions, what is the chain of command in order?

- Try to find the answer on your own
- Fellow Student Worker
- Senior Student Worker/Krisy (only for programming)
- SCO (Angel or Martin)
- Leah
- Tila

200

What do we use when we need to see a students email?



(hint: we also use this screen to add "VETD/VETV")

SPAIDEN

200

You're in the office working on JIRA, when a student walks in and goes straight past your desk. The student is now behind the front wall... What do you do?

Get up and put your body between the student and progressing further. Ask if you can help them with something and inform them that students are NOT allowed past the front desk.

If the situation progresses, ask a Full-Timer for help

300

What are student workers in our office?

Student workers provide assistance to veteran students & their dependents with general questions regarding veterans' education benefits. Student workers also perform general clerical tasks. 

300

What are the ten Statuses a ticket can be in?

- Open
- In Progress
- Closed
- Initial Review
- With Certifiers
- Awaiting Review
- Awaiting Certifiers
- Problem
- T/F
- Memo T/F

300

When we put a student in Problem, do we just leave them there until a SCO gets to them?

No, we should be checking Problem everyday.
(We need to communicate with them at least 3 times before rejecting them).


Also, SCO's do not see Problem files unless they are actively looking for them. 

300

What is the Payment Screen?

And Code:

CSRV

Code: COL

300

You are on a phone call with a frustrated parent. They have been asking around different offices for information about their child's file, but haven't been able to get a response.

Parent: "This is stupid. I pay for their college, they don't even have a job. These kids don't pay for their own stuff, so tell me if my child has submitted their benefits."

You:

"Do you know if you have a FERPA form on file?"

Despite them paying for the tuition, the student is still considered an adult and if there is no FERPA form on file, then we are not allowed to reveal ANY specific information regarding their file. We can still accept verbal consent, so if the parent is able to get the student on the phone, we can ask them:


"Is it okay to discuss your benefit status in-front of your parents?" If yes, proceed as normal. If not, end the conversation and move on. 

400

What do we do on the phone when we need to send a phone call to a different office/department?

Click "Transfer", type in their extensions, then click "Transfer" again

(make sure you ask if they have any more questions before transferring them).

400

What is the CRF of the ticket?

A shortcut to their answers of the ticket questions     -> 

Also used when filtering through Jira and categorizing them. 

400

Why do we not reveal a students' information to strangers who ask for it?

FERPA violation

400

What screen do we use to see if a student has a hold?

SOAHOLD

400

You answer the phone, and it is a student that seems frantic.

Student: When will grades be posted? I can't get my new form until the grades are posted..

You: 

"Are you asking about grades for TA?"

you can infer that this is for Tuition Assistance since they cannot get their new Authorization Form until Leah uploads their grades into their TA portal.

Once you have their name, and confirm their benefit, you can ask which branch they are from and ask Leah for a time estimate on when she will upload grades. 

500

What is the proper attire for student workers?

Close-Toed shoes, Pants (no shorts), T-Shirts are allowed, Blouses, Friendly Smiles 

500
Where do you find the documents that the student submitting in their JIRA ticket?

"Attachments"

500

What do we do if Jira is caught up?

Ask Leah if she has anything for us to do

Ask Krisy if she has anything for us to do

Ask Tila if she has anything for us to do

If not, quietly do your own thing without disrupting the office

500

What are the two TSI / College Ready screens?

SOATEST and SZATXSI

500

You get an aggressive veteran that walks into the office. They seem very upset and won't listen to what you say. You can:

A. Call the police
B. Ask another student worker for help
C. Ask Leah or a SCO for help
D. Ask them to leave and come back when they are calm

C. Ask Leah or a SCO for help


If a person is being aggressive and will not accept the information you are providing, they will most likely not listen to another student worker. Leah or a SCO would be the best bet to escalate the situation. 

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