Access Optimize and Tuition Fee Waiver Workspace

• Forms are automatically routed to the requestor’s home campus (work location) coordinator.
• To reroute the Fee Waiver to the campus to attend (visiting location), use the following instructions:
  • 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 Waiver ticket that needs to be updated.

• Select the Assigned To field and assign to self.

Eligibility Status

Before changing Assignment Group field you need to verify eligibility. 

• Verify on the Details tab that the section Employee Information from Peoplesoft is populated.
  • If employee information not populated then eligibility will need to be determined from referencing Peoplesoft manually.
  • As campuses join CHRS this information will automatically be populated in the application form.
• Validate initial eligibility based on the collective bargaining agreement:

Assignment Group Field 

• Select the Assignment Group field and set to appropriate campus.
• Click the magnifying glass next to the “Assignment group” field and select the assignment group for the “Campus to Attend.”

• 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.

• Attending a campus other than the Home campus, it is important that the home campus does not change the state, which should remain either “Open” or “Work in progress.”

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State and Save

• After processing the form, select the State field to match decision. (See Explanation of States below)
• If attending a campus other than the Home campus, it is important that the home campus does not change the state, which should remain either “Open” or “Work in progress.”
• After any update on the form always select Save

Explanation of States

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