Step 5 - Account Selection

 

When a Student is Registered on the system the Institution is responsible for creating a Customer Account for the Guardian. On the Student Profile the Customer Account and Guardian / Account Holder is linked. The Institution is responsible for supplying the Guardian / Account Holder with this Customer Account Number. The user needs to enter the Account Number. Once the Account Number has been entered, Left Click the Add Button ()- Refer to Add.

 

 

The system will validate the Account Number that was entered. Should the user have entered a Valid Account Number the Account List will be updated with the Account Holders information. Should the user be Responsible for more than one account, the additional accounts are added by entering the Account Numbers and then Left Clicking the Add Button ().

 

 

Should the user want to Remove an Account from the List, Left Click the Account Selection Box ().  When this is done a Check Mark will be displayed (). To Remove the Account from the List, Left Click the Remove Button (). When this is done the Selected Account(s) will be Removed from the list.

 

 

When all Accounts have been Added Left Click the Next Button. Should the process be completed successfully the message below will be displayed. Left Click the Done Button () to Return to the Login Page.