Overview
Display label: If no active Financial Agreement is found, then automatically set target educational program status to
Setting ID: If_No_Active_Financial_Agreement_Is_Found_Then_Automatically_Set_Target_Educational_Program_Status_To
Location: Main Settings > General Settings > Period To Period Transfers, Transfers by Employees group
What This Setting Does
This setting lets the institution pick a status that should be automatically applied to a Student’s Educational Program in the target academic period whenever that Educational Program does not have an active or valid Financial Agreement at the time of transfer.
Where It Is Used
This setting has no dedicated screen of its own. It runs automatically in the background whenever a back office user transfers a Student through Students > select Student(s) > Transfers > Transfer from period (or Transfer to another school unit).
Business Logic / Behavior
- During a back office transfer, Classter checks whether the Student’s Educational Program has an active and valid Financial Agreement.
- If no active Financial Agreement is found, the target Educational Program status in the new academic period is automatically set to the status selected in this setting, for example, a Pending or Provisional status.
- If no value is configured here, this automatic status assignment does not occur, even when no active Financial Agreement is found.
- This setting works alongside If an active Financial Agreement is found, then automatically set target educational program status to (If_An_Active_Financial_Agreement_Is_Found_Then_Automatically_Set_Target_Educational_Program_Status_To in Period To Period Transfers > Transfers by Employees), which covers the opposite case.
Example(s)
Alpha Institute configures this setting to “Pending Financial Review”. Student Christina L. does not have an active Financial Agreement in place. When a Secretary transfers Christina to the next academic period, her target Educational Program status is automatically set to Pending Financial Review, flagging her for follow-up before the enrollment is finalized.
When to Use
Configure this setting when the institution wants Students without a confirmed Financial Agreement to be automatically flagged with a distinct status during back office transfers, rather than being marked as fully Registered by default.
Notes
Prerequisites: Financial Agreements must be tracked and marked as active/valid in the system, and the target status option must exist in the Student status list.
- Related settings: If an active Financial Agreement is found, then automatically set target educational program status to (If_An_Active_Financial_Agreement_Is_Found_Then_Automatically_Set_Target_Educational_Program_Status_To in Period To Period Transfers > Transfers by Employees)
- Related settings: Do not allow back office users to transfer Students not having at least one active arrangement. (Do_Not_Allow_Back_Office_Users_To_Transfer_Students_Not_Having_At_Least_One_Active_Arrangement in Period To Period Transfers > Transfers by Employees)
K-12 vs Higher Education: This setting behaves the same regardless of whether the institution is a K-12 school or a Higher Education institution.
