• Navigate to https://optimize.calstate.edu/ to access the Optimize platform. Select the Tuition Fee Waiver Workspace.

• The workspace home dashboard will display.
• The navigation column on the left displays the Home, List and Analytic Center icons.

• Go to the List view to work the tickets.
  • The Home icon will return you to the home dashboard.
• Select the Tuition Fee Waivers by status.
  • Look for Open form that are not assigned.

• Select a specific tuition fee waiver number to open it.
• Select the Assigned To field and assign to self.

• If the form needs to be routed to another campus, select the Assignment Group field and set to appropriate campus.
  • Include a Work note explaining why sent
    • Work notes are private and seen only by the Tuition Fee Waiver Coordinators.
    • Work notes will lock once entered and cannot be modified.
  • If you wish to be kept informed of the form changes and communications, you may add yourself to the Watch list.

• Review the Details, Courses for Tuition Fee Waiver, and Approvers (if needed) tabs.
• Verify on the Details tab that the section Employee Information from Peoplesoft is populated.
  • If not, eligibility will need to be determined from referencing Peoplesoft manually.
  • As campuses join CHRS this information will automatically be populated in the application form.

• Coordinators can use the Comments option to send communication to the requestor and anyone on the watch list.
• Another option is Email communication which can include sending attachments.

• View the Activity log to see all updates.
  • The activity log can be searched or filtered to make it easier to find relevant communications or changes.

• After processing the form, select the State field to match decision. (See Explanation of States below)
• After any update on the form always select Save

End of Article