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Indiana Wesleyan University Support Knowledge Base

Clearance

Clearance Process

All IWU Marion students must be cleared by the Student Development Department using the Clearance Process. A student must be cleared through this process so that they can move into a dorm and begin taking classes. So that all students may obtain a cleared status, the Clearance Team has several clearance events at the beginning of each semester.  

To assist with this process, IT has developed two tools: the Clearance Report and the Clearance Dashboard.

Clearance Report

Clearance reports are used by the Clearance Team to monitor the status of each student as they proceed through the process. There are two versions of the report - the Full Report and the Simplified Report.

Full Report

The Full Report is only viewable to the Clearance Team due to the nature of the data available on the report such as student balances and financial aid amounts.

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Simplified Report

The Simplified Report is viewable after the Clearance Team downloads the report and emails it out. The contents of the Simplified report include basic information about students indicating if they are cleared or not but does provide any details as to why. One example is coaches needing to know if their players are cleared through the process yet but should not have access to the data as to why.  

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Clearance Dashboard

The Clearance Dashboard is a web app that shows the clearance status of one student at a time. The dashboard checks the status in 5 categories(transcript, housing, health, financial aid, and student accounts) and then shows an overall status at the top. However, returning students will only see 4 categories as the transcript section does not apply to them.

Admin View

Employees will be automatically redirected to the admin view when they visit the dashboard. On the admin view, employees can enter an ID, as well as a term, to see the student's clearance status for that term. This is useful for quickly checking the status of a few students.

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Student View

Most students' first contact with the clearance dashboard is on the student portal. If the student is cleared in all categories they will get a green check, otherwise, they will see a red X. Clicking on the link will take them to the full dashboard.

Usually, the dashboard is visible to students from the beginning of registration until the start of classes. IT can hide and show the dashboard as needed. The clearance team can submit tickets to IT requesting the dashboard be hidden or shown.

The student view is similar to the admin view, except there is no option to enter an ID or term. This view automatically shows the logged-in student's status for the current term. Each section is expandable to see the steps needed to gain a cleared status.

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Logic

This is the standard logic that the dashboard uses:

Transcript

If the student has an enrollment status of 'RU', the transcript check does not apply to them.

If the student has the 'ACFTR' communication code they will be cleared, otherwise, they will not be cleared.

Housing

If any of the following conditions are met, the student will be cleared, otherwise, they will not be cleared.

  • The student is 23 or older
  • The student has submitted a housing application for the Fall or Spring semester of the current academic year
  • The student has a room assignment in Colleague
  • The student has the 'VOCHAPXX' communication code
    • Adding Code for Housing Clearance (Off-Campus)

      • Create a Saved list using the process for SLED

      • Open CRG mnemonic.

      • Leave the default year as is – this is used for FA and has no bearing on this process (code)

      • Enter VOCHAPXX in the Code field

      • Enter a status of 'Received'

      • Enter the current date under 'Date'

      • In the 'Saved List Name' field, enter the name of the save list you created in step 1

      • 'Save All' out of the screen

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Student Accounts

If the student's balance, minus their financial aid, is $500 or less they will be cleared, otherwise, they will not be cleared.

Financial Aid

If the student is cleared in student accounts they will also be cleared for financial aid.

If the student has the 'CMPLREQDOC' code for completing their FA checklist, they will be cleared, otherwise, they will not be cleared.

Health

The student must have an 'RGIP' or 'HCIA' restriction with an end date, otherwise, they will not be cleared.

Overrides

Each dashboard section has a code that can grant a temporary override status. These codes are student restriction codes.

OCFA Financial Aid
OCSA Student Accounts
OCHG Housing
OCHC Health Center
OCTN Transcripts

 

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