| Campus Finances: |
Safari - Step by Step Guide |
| Campus Finances |
| Introduction
To learn more about the items available through the Campus Finances path in Safari, click on one of the following:
|
To return to the Safari Guide for Students and Applicants, click here.
To return to the on-line instructions for Student Center, click here.
To return to the on-line instructions for Self Service, click here.
To return to the on-line instructions for Add Classes, click here.
|
| Account Inquiry |
| Step 1: Navigate to Page
- From the Menu Box, navigate to the Account Summary page by clicking on Self Service > Campus Finances > Account Inquiry.
- Click here to continue.
|
|
| Step 2a: Account Summary Page
- At the top of the Account Summary page are tabs, each of which will allow you to view the information regarding your account in different ways: |activity|, |charges due| and |payments|.
- To view your Account Activity page, which provides a listing of transactions (charges, payments and refunds) to your account, click the |activity| tab. Click here for directions.
- To view your Charges Due page, click the |charges due| tab. Click here for directions.
- To view your Payments page, click the |payments| tab. Click here for directions.
- To learn more about other information found on the Account Summary page, click here.
To return to the directions at the beginning of this document, click here.
|
|
| Step 2b: Account Summary Page (continued)
- Just below the Account Summary title, you will see a dollar amount of what you currently owe. You may click on the Charges Due link to see a breakdown of that dollar amount. For directions, click here.
- Also on the Account Summary page is a table that lists What I Owe by Term. This table includes Outstanding Charges & Deposits as well as a Total Due column. It may also have a column for Pending Financial Aid.
- At the bottom of the page is a Financial Aid link, on which you may click to access your Financial Aid information. For directions, click here.
To return to the directions at the beginning of this document, click here.
|
|
| Step 3a: Account Activity
- The Account Activity page provides a listing of all transactions to your account for the time period specified below the View by header. The page usually defaults to showing the transactions for All Terms.
- You may view the transactions for a different time period by making the necessary changes in the From and To fields, and then clicking the go button.
- Likewise, you may view the transactions for just one term at a time by selecting the term from the View By dropdown menu. If you do change the View By dropdown menu choice, you will need to click the go button.
- The transactions for the time period/term specified will appear below the Transactions header.
- Click here to continue with the directions for Account Activity.
To return to the directions at the beginning of this document, click here. |
|
| Step 3b: Account Activity (continued)
- If the numbers that appear in the right-hand side of the Transactions header indicate that there are more rows of transactions than those that you are viewing (i.e. 1-10 of 47), then click the View All link in the Transactions header. Doing so will allow you to view all transactions vertically down the page.
- To return to the Account Summary page, click either the |summary| tab at the top of the page or the Summary link at the bottom. Click here to return to the directions for the Account Summary page.
To return to the directions at the beginning of this document, click here. |
|
| Step 4: Charges Due
- The top table on the Charges Due page provides a Running Totals summary (listed by Due Date) of the charges and deposits that you owe.
- If the numbers that appear in the right-hand side of the Summary of Charges by Due Date header indicate that there are more rows of charges than those that you are viewing (i.e. 1-10 of 13), then click the View All link in the Summary of Charges by Due Date header. Doing so will allow you to view all charges vertically down the page.
- The Details by Charge table at the bottom of the page provides the detail about the specific charges.
- If the numbers that appear in the right-hand side of the Details by Charge header indicate that there are more rows of charges than those that you are viewing (i.e. 1-10 of 13), then click the View All link in the Details by Charge header. Doing so will allow you to view all charges vertically down the page.
- The bottom table defaults to listing the details for All Terms. You may view the details for just one term at a time by selecting the term from the View By dropdown menu. If you do change the View By dropdown menu choice, you will need to click the go button.
- Some of the Charges listed in the bottom table may actually have multiple possible Due Dates. You can recognize these because they will have the multiple link beside them. You may click on the multiple link to view the actual Due Date that applies to you. If you do access the Detail by Charge page, you'll need to click the Return to Charges Due link to return to the Charges Due page.
- To return to the Account Summary page, click either the |summary| tab at the top of the page or the Summary link at the bottom. Click here to return to the directions for the Account Summary page.
To return to the directions at the beginning of this document, click here. |
|
| Step 5: Payments
- The Payment History page provides a listing of payments made for the time period specified by the From and To fields.
- To view your Payment History for a different time period, make the necessary changes in the From and To fields, and then click the go button.
- If the numbers that appear in the right-hand side of the Posted Payments header indicate that there are more rows of payments than those that you are viewing (i.e. 1-5 of 9), then click the View All link in the Posted Payments header. Doing so will allow you to view all payments vertically down the page.
- To return to the Account Summary page, click either the |summary| tab at the top of the page or the Summary link at the bottom. Click here to return to the directions for the Account Summary page.
To return to the directions at the beginning of this document, click here. |
|
| Step 2: Select Aid Year to View Page
- To access your Financial Aid information for a particular Aid Year, you must click on the Aid Year link. Click here for more directions.
- To return to the Account Summary page, click on the Return to Account Inquiry link at the bottom of the page. Click here to return to the directions for Account Summary.
To return to the directions at the beginning of this document, click here. |
|
| Step 3: Financial Aid Award Summary Page
- The Award Summary page displays your Financial Awards for the Academic Year at the top of the page as well as the Awards broken down by Terms at the bottom of the page.
- If you see a Loan Details link, you may click on it to read about the details. When finished reading about the details, click on the Return to Award Summary link to return to the Award Summary page.
- Another link you may see on this page is View Financial Aid Status. Click on it to access the Financial Aid Status page. Click here for more details.
- There is also a Financial Aid Summary link on which you may click to view a Financial Aid Summary page. Click here for more directions.
- If you would like to View Scheduled Disbursement Dates for a particular term, click on the link of your choice in the Terms table at the bottom of the page. Click here for more details.
- Click the ACCEPT/DECLINE AWARDS button to access your Award Package page. Click here for directions.
To return to the directions at the beginning of this document, click here. |
|
| Step 6: Financial Aid Status Page
- When finished viewing your Financial Aid Status, click
the Return button at the bottom of the page to return to the Award Summary page. Click here to return to the directions for Award Summary.
To return to the directions at the beginning of this document, click here. |
|
| Step 6: Financial Aid Summary Page
- Some of the dollar amounts on the Financial Aid Summary page are links on which you may click to get more detailed information. If you do, click on the Return link to return to the Financial Aid Summary page.
- When finished viewing your Financial Aid Summary page, click on the Return link at the bottom of the page to return to the Award Summary page. Click here to return to the directions for Award Summary.
To return to the directions at the beginning of this document, click here. |
|
| Step 6: Financial Aid Scheduled Disbursements Page
- The Scheduled Disbursement Dates can be found in the right-most column of the table on the Scheduled Disbursements page.
- To return to the Award Summary page, click on the Return to Award Summary link at the bottom of the page. Click here to return to the directions for Award Summary.
- To return to the Account Summary page, click on the Account Inquiry link at the bottom of the page. Click here to return to the directions for Account Summary.
To return to the directions at the beginning of this document, click here. |
|
| Accept/Decline Awards |
| Step 1: Navigate to Page
- From the Menu Box, navigate to the Accept/Decline Awards page by clicking on Self Service > Campus Finances > Accept/Decline Awards.
- Click here to continue.
To return to the directions at the beginning of this document, click here.
|
|
| Step 2: Select Aid Year to View Page
- To access your Financial Aid information for a particular Aid Year, you must click on the Aid Year link. Click here for more directions.
To return to the directions at the beginning of this document, click here. |
|
| Step 3a: Financial Aid Award Package Page
- On the Award Package page, some of your awards may be links on which you may click to see further details regarding the award. Click here for more information.
- You have several options for accepting or declining your Awards:
- To accept or decline any one Award, simply click the appropriate checkbox to the right of the Award.
- To accept all awards listed on the page at once, click the accept all button below the TOTAL row.
- To decline all awards listed on the page at once, click the decline all button below the TOTAL row.
- To clear all of the checkboxes you have just checked, click the clear all button below the TOTAL row.
- If you accept or decline any of the awards on the page, you will want to click the update totals button so that the TOTAL listed in the Accepted column is up-to-date.
- When satisfied with the checkboxes that are checked, click the SUBMIT button.
- Click here for information regarding options available at the bottom of the Award Package page.
To return to the directions at the beginning of this document, click here. |
|
| Step 3b: Financial Aid Award Package Page (continued)
At the bottom of the Award Package page are links on which you may click to access other pages related to your Campus Finances:
- To make a Change Request to your Award Package, Report aid from other sources, Withdraw your aid application or alert a financial aid counselor to some Other request you may have, click on the Administrative Requests link. Click here for directions.
- Clicking on the Entrance Interview Information link will take you to a secure FEDERAL STUDENT AID site, where you may read additional information about Federal Student Loans. Click your browser Back button to return to Safari's Award Package page.
- Clicking on the Consumer Information link will take you to CWU's Financial Aid homepage. Click your browser Back button to return to Safari's Award Package page.
- To return to your Account Summary page, click on the Account Inquiry link. Click here to return to the directions for Account Summary.
- To return to the Select Aid Year to View page, click on the Return to Aid Year Selection link. Click here to return to the directions for the Select Aid Year to View page.
To return to the directions at the beginning of this document, click here. |
|
| Step 4: Financial Aid Request Counselor Action Page
- On the Request Counselor Action page, make your choice from the Request Type dropdown menu. Enter the details of your request in the Enter request details box.
- When finished with the details of your request, click the SAVE button at the bottom of the page.
- To return to the Award Package page, click on the Return to Award Package link at the bottom of the page. Click here to return to the directions for Award Package.
- To return to the Select Aid Year to View page, click on the Return to Aid Year Selection link at the bottom of the page. Click here to return to the directions for the Aid Year selection page.
To return to the directions at the beginning of this document, click here. |
|
| Step 4: Financial Aid Award Detail Page
- In the table on the Award Detail page, you will find Disbursement Dates as well as the Award Amounts for the various Terms.
- Click on the Return to Award Package link at the bottom of the page to return to the Award Package page. Click here to return to the directions for Award Package.
To return to the directions at the beginning of this document, click here. |
|
| View Financial Aid |
| Step 1: Navigate to Page
- From the Menu Box, navigate to the View Financial Aid page by clicking on Self Service > Campus Finances > View Financial Aid.
- Click here to continue.
To return to the directions at the beginning of this document, click here.
|
|
| Scholarship Application |
| Step 1: Navigate to Page
- After November 19, 2007, the Scholarship Application link will take you to the directions for filling out the on-line Scholarship Application Form.
- Before November 19, 2007, you will receive an error when you click on the Scholarship Application link.
- Assuming it is after November 19, 2007, navigate to the Scholarship Application page from the Menu Box by clicking on Self Service > Campus Finances > Scholarship Application.
- Click here to continue.
To return to the directions at the beginning of this document, click here.
|
|
| Step 2: Scholarship Application Directions Page
- Read the directions for filling out the electronic Scholarship Application Form carefully.
- Click the Continue button at the bottom of the page when you are ready to begin filling out the on-line form.
To return to the directions at the beginning of this document, click here.
|
|