Miscellaneous Billing: eliminating errors & simplifying the interface

Background

Miscellaneous Billing is used by many departments on Plymouth State’s campus to initiate charges to individuals. The charges can range from Health Services to Residence Hall Damages and are logged in an Oracle table to be accessed and processed by the Bursar.

The Problems

  1. The original system was built in Microsoft Access – having a separate application for each department. This was a maintenance nightmare.
  2. It was extremely easy to charge the wrong individual.
  3. Making adjustments/reversing charges was very complex and error prone.

Problems Solved!

  1. The original plan was to replace the Residential Life Misc Billing application with a web interface; however, when I approached ITS with the idea they asked me to write it to replace all departmental Misc Billing apps. My task was to create the User Interface (UI) that would be used across campus. Any changes that need to be made can be made in one place for all departments. Problem Solved!

  2. The Access version consisted of a form within a form. The outer form contained an alphabetical list of people and always defaulted to the first person on the list. The problem was that users often forgot to select the person they wanted and ended up billing the default person. If the mistake was noticed soon enough, the charge could be removed and re-entered for the correct person. If not, the wrong person could end up with a bill.

    I created the new interface so that the user can enter a student’s name or ID number and return the correct person (see Figure 1 below). Once the user has entered the person’s name the page returns a list of possible people with that name or ID. The user then clicks the correct person to continue the billing process (see Figure 2 below). Problem Solved!

    The search screen of the Misc Billing app
    Figure 1: The search screen of the Misc Billing app

    Figure 2: The results of the search - in this case the correct name was returned
    Figure 2: The results of the search - in this case the correct name was returned
  3. The old application only allowed the user to view one bill at a time which meant that the user had to click through each record to find the one they wanted to reverse. Also, the user had to check to see if the charge had been processed by the Bursar to determine how they needed to proceed. Problem Solved!

One thought on “Miscellaneous Billing: eliminating errors & simplifying the interface”

  1. As the previous ‘supervisor’ who was extremely happy with these ‘web apps’ that he created for us I can attest to his abilities. Randy’s implementations have increased productivity immensely and alleviated past frustrations with older systems. I would specifically like to recommend to the developer (Randy) that he promote his experience with Higher Education systems and specifically developing some of these apps to act as a front end or reporting module for the Sungard Banner product line.

    Best of luck Randy….

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