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| Page | 19/23 | | Date | 02.02.2017 | | Size | 1.08 Mb. | | #15234 | | Type | Request |
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Student Billing
ID
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Required Functionality
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Code
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Code Explanation
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B-337
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Does the solution automatically calculate student fees and post transactions to the appropriate general ledger account?
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B-338
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Does the solution offer the ability to assess fees for specific courses and vary tuition and fees in a rules-based fashion?
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B-339
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Does the solution track payment plans for past-due accounts?
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B-340
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Does the solution offer the ability to accept credit card payments from any terminal?
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B-341
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Does the solution offer the ability to accept online credit card payments? (i.e. from a web page)
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B-342
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Does the solution provide the automatic flagging of accounts in collections?
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B-343
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If so, does the solution allow filtered upload of flagged accounts to Collections agencies?
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B-344
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Does the solution allow for the overriding of accounts flagged as Collections?
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B-345
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Does the solution allow flagging of non-deliverable addresses?
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B-346
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Does the solution allow use of optional/multiple billing addresses?
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ID
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Required Functionality
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Code
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Code Explanation
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B-347
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Does the solution integrate with the VeriSign Check System?
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B-348
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Does the solution provide notifications of repaid NSF checks?
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B-349
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Does the solution offer comprehensive waiver calculation formulae?
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B-350
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Does the solution allow integration with third party billing systems (i.e. bookstore, library, cafeteria, vending systems)?
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B-351
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Does the solution provide real-time processing to the general ledger?
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B-352
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Does the solution provide batch processing to the general ledger?
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B-353
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Does the solution provide the ability to track employee add/removes charges, makes payments, etc.?
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B-354
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If so, does the solution create an audit trail?
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B-355
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Does the solution allow variable tuition rates (i.e. in county, in state, out-of-state, etc.)?
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B-356
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Does the solution allow fees to vary based on credit hour?
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B-357
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Does the solution provide the ability to download fee tables to a spreadsheet?
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B-358
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If so, does the solution provide the ability to upload the spreadsheet back into the solution?
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B-359
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Does the solution permit third party billing and deferments?
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B-360
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If so, does the solution create invoices for the third parties?
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B-361
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If so, does the solution automatically update a paid invoice?
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B-362
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If so, does the solution permit partial payments?
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B-363
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If so, does the solution permit invoice amounts to change based on addition/drop of courses?
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ID
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Required Functionality
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Code
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Code Explanation
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B-370
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Does the solution permit transcript, diploma, financial aid, and registration holds for non-payment?
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B-371
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Does the solution automatically communicate with registration and financial aid components in regards to course additions and deletions?
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B-372
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If so, is this communication real time?
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B-373
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If not, what is the timeframe for posting these changes?
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B-374
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Does the solution automatically adjust fees when students drop courses?
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B-375
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Does the solution allow automatic adjustment when course loads change?
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B-376
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Does the solution allow some fees to remain static when course loads change?
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B-377
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Does the solution support communications with FACTS/NelNet in regards to payment plans and actual payments?
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B-378
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Does the vendor offer yearly updates to the 1098-T reporting process?
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B-379
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Does the solution provide web-based tools to allow students and parents to view bills online?
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B-380
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Does the system provide online bill payments?
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B-381
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Does the solution provide FERPA tracking options?
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B-382
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If so, does the solution indicate users requesting bill inquiry?
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B-383
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If so, does the solution require user permission for bill inquiry?
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B-384
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Does the solution allow the download and upload of Excel worksheets to communicate with collections agencies?
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ID
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Required Functionality
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Code
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Code Explanation
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B-385
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Does the solution allow the handling of student financial aid payments and disbursements in both automated batch and manual batch processing?
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B-386
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Is the solution rules-based?
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B-387
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If so, does the solution provide the ability to change rules as and if needed?
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B-388
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Does the solution provide the ability to append notes to student accounts?
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B-389
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If so, can multiple users add multiple notes to the same account?
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B-390
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Does the solution provide the full integration with accounts payable systems, financial aid systems, registration systems, etc.?
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B-391
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If so, does communication between systems occur in real-time?
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B-392
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Does the solution allow for manipulation of refund amounts when a student withdraws, which is outside the parameters of the standard refund policy?
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B-393
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Does the solution allow access to block features by user permissions and user roles?
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B-394
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Does the solution integrate with payroll to allow for direct deposit of work-study checks as well as student refunds?
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B-395
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Does the solution provide the ability to hold student refund checks written in the accounts payable module of the system?
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B-396
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If not, how does the solution manage these checks?
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B-397
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Does the solution allow for address changes?
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B-398
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If so, does the solution update all fields this change affects?
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ID
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Required Functionality
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Code
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Code Explanation
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B-399
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Does the solution provide the ability to automate billing to allow for charging of conduct fines to the student account?
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B-401
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Does the solution allow for upload of student refund information to perform EFT to a student’s bank account?
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B-402
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Does the solution provide the capability to add fines to student bills?
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B-403
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Does the solution have the capability to disburse only net amount (versus gross amount) of loans?
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Student Records & Transcripts
ID
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Required Functionality
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Code
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Code Explanation
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B-404
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Does the solution provide web-based tools for the submission of student grades?
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B-405
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Does the solution provide web-based tools for the change of student grades?
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B-406
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Does the solution provide web-based tools to allow students to view unofficial transcripts?
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B-407
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Does the solution provide web-based tools to allow students to purchase official transcripts?
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B-408
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Does the solution provide tools to conduct graduation and degree audits?
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B-409
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If so, do the tools integrate with internal scheduling systems to satisfy graduation degree audits?
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B-410
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If so, does the solution provide a method to correlate degree audit with testing scores?
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B-411
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Does the solution provide scripts to generate Clearinghouse data files?
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ID
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Required Functionality
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Code
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Code Explanation
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B-412
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Does the solution integrate with Compass and/or Accuplacer placement assessments?
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B-413
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If so, does the solution provide methods to control how retesting affects placement?
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B-414
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If so, does the solution allow exceptions to placement requirements?
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B-415
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If so, does the solution allow coded reasons for exceptions (i.e. “placement not needed”)?
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B-416
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Does the solution provide methods to display placement scores?
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B-417
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Does the solution provide methods to report ACT/SAT scores?
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B-418
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Does the solution provide an integrated transfer credit evaluation tool?
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B-419
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Does the solution provide methods to report alternative credit (i.e. AP, CLEP, military, life experience, etc.)?
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B-420
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Does the solution allow for nontraditional grading (i.e. pass/fail, withdrawal, enrollment, and audit)?
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B-421
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Does the system provide instructor level attendance tracking?
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B-422
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Does the solution support the reverse transfer process?
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B-423
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Does the solution integrate with the University of Maryland ARTSYS?
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B-424
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Does the solution provide electronic transcripts?
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B-425
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Does the solution allow for transcript generation in various formats—PDF, print, email, etc.?
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B-426
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Does the system automatically track transcript generation?
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B-427
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Does the system maintain or have access to a database of other universities/colleges to include names, addresses, etc.?
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