These are the 3 ways that Families can be mapped from FACTS SIS to FACTS Financial Management.
What is:
1. Mapping by creating a Family
2. Mapping in Incidental Billing > Family Mapping
3. Automapping in enrollment
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This is where all demographic edits must be made for Premier schools.
What is FACTS SIS?
The four types/scenarios of schools who could implement premier.
What is:
1. Current SIS Clients
2. Current Financial Management Clients
3. Current Dual System Users
4. Clients new to both systems
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The tab that allows parents to login to FACTS Financial Management from FACTS SIS.
What is the Financial tab?
When choosing this selection while creating a family in FACTS SIS, it will mandate that a FACTS customer is selected and mapped.
What is "Accounting Enabled"?
These are the five types of charges that can be created in FACTS SIS and flow to FACTS Financial Managment?
What is
1. General Charges
2. Recurring Charges
3. Cash Register
4. Childcare
5. Cafeteria
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The name of the call that a Implementation Specialist has with a school in a premier implementation process.
What is the "Mapping Call"?
This is the SIS selection that (eventually) creates a person as an Authorized Party in FACTS Financial Management.
What is the "Financial Responsibility" option?
What is concatenated (SIS Family ID)?
These are the 3 integration points for Online Application and Online Enrollment.
What is
1. Online Application Fee
2. Online Enrollment Fee
3. Payment Plan selection.
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The name of the call that the CSM has with the school during the premier implementation process.
What is the "Discovery Call"?
This function in FACTS SIS can be used to send students from SIS to a term in Financial Management.
What is "Financial Term Assignment" (FTA)?