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FACTS: SSO Integration

Claire Frank
  • Updated

The FACTS SSO integration gives parents a direct single sign-on into FACTS, but does not pass tuition or fees from Finalsite Enrollment. Schools manage tuition setup directly in FACTS. This is the only FACTS option supported for continuous enrollment schools.

đź’ˇQuick Answers

  • Who should use this option? Continuous Enrollment schools, or any school that prefers to manage tuition and fees directly in FACTS.
  • What gets passed over? Basic demographic information only. No tuition, fees, or payment plan data.
  • When does the FACTS button appear? As soon as a new student is in 'Enrollment in Progress', or as soon as a returning student has been rolled over. A contract submission is not required first.
  • Who finalizes the FACTS agreement? The school. Families show as 'Pending' in FACTS until the school loads tuition and fees and finalizes the agreement.
  • How does this differ from Web-Provided? Web-Provided pushes tuition and fees from EMS to FACTS one time per contract; SSO does not. See FACTS: Web-Provided Integration for the comparison.

Parent Workflow

  • The FACTS checklist item is available as soon as new students are moved into the 'Enrollment in Progress' status and as soon as returning students have been rolled over with the 'Enrollment in Progress' status set.
    • Note: Unlike the Web-Provided integration, the SSO integration doesn’t require a contract to be submitted in order for the FACTS button to display.
  • Parent completes the online Enrollment Contract/Registration form.
  • Parent clicks the FACTS button from the Finalsite Enrollment checklist.
    Image of the SSO FACTS button
    • Basic demographic information is passed over to FACTS.
      • No tuition and fees are passed over.
  • Parent logs into FACTS where they select their payment plan.
    • The parent will not see their schedule until the agreement is finalized by the school.
  • Once completed, the Finalsite Enrollment FACTS checklist item is marked as complete and the family will show up as 'Pending' in FACTS.
  • The school will then load all tuition and fees into FACTS.

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