Enterprise SA 9.0
Enterprise SA 9.0 - Financial Aid
Created on 2/4/2010 8:17:00 AM
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Training Guide
Enterprise SA 9.0 - Financial Aid
Table of Contents
Enterprise SA 9.0 - Financial Aid .................................................................................1
Processing Financial Aid Applications ................................................................................. 1
Activating an Aid Year for a Student................................................................................................. 1
Adding Your Institution to a Student's ISIR....................................................................................... 4
Changing FM Need Analysis Calculations ........................................................................................ 9
Viewing NSLDS Data .................................................................................................................... 14
Viewing Federal EFC Summary Detail ........................................................................................... 20
Processing Federal Financial Aid Applications .................................................................. 24
Making ISIR Corrections ................................................................................................................ 25
Overriding Expected Family Contribution (EFC) ............................................................................ 29
Simulating FM Data ....................................................................................................................... 35
Working with ISIRs ........................................................................................................................ 43
Deleting ISIR Information .............................................................................................................. 49
Viewing ISIR History ..................................................................................................................... 57
Generating the ISIR Reject/Assumption Report ............................................................................... 63
Reviewing ISIR Correction Audits .................................................................................................. 68
Using Institutional Financial Aid Applications .................................................................. 72
Viewing Student Information .......................................................................................................... 72
Viewing Institutional Corrections Audits ........................................................................................ 77
Viewing Institutional EFC Summary/Detail .................................................................................... 80
Using INAS Batch Calculations ...................................................................................................... 82
Reviewing Institutional Correction Audits....................................................................................... 87
Verification Process............................................................................................................. 90
Verifying Resource and Household Information .............................................................................. 90
Using Auto Verification ................................................................................................................ 100
Viewing Application History ........................................................................................................ 109
Using INAS Simulation ................................................................................................................ 114
Managing Financial Aid Terms ........................................................................................ 118
Building a Financial Aid Term ...................................................................................................... 118
Viewing a Financial Aid Term ...................................................................................................... 123
Working With Student Budgets ........................................................................................ 132
Creating a Budget Online.............................................................................................................. 132
Revising a Budget Manually ......................................................................................................... 137
Viewing a Student's Budget .......................................................................................................... 141
Assigning Budgets in Batch .......................................................................................................... 144
Awarding and Packaging .................................................................................................. 174
Entering Other Educational Resource Information ......................................................................... 177
Viewing Student Packaging Status ................................................................................................ 181
Updating Incoming Aggregate Aid Information............................................................................. 192
Viewing Aggregate Aid Summary and Aid by School ................................................................... 197
Manually Awarding Financial Aid ................................................................................................ 200
Managing External Award Data .................................................................................................... 209
Auto Packaging Financial Aid ...................................................................................................... 217
Revising Awards .......................................................................................................................... 224
Repackaging an Individual Student ............................................................................................... 230
Viewing Anticipated Aid .............................................................................................................. 251
Expiring Anticipated Aid .............................................................................................................. 257
Viewing Award Activity ............................................................................................................... 260
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Viewing Award Notification Summary .......................................................................................... 264
Viewing the Annual Award Summary ........................................................................................... 267
Authorizing and Disbursing Financial Aid ....................................................................... 271
Manually Disbursing Financial Aid ............................................................................................... 271
Reviewing Financial Aid Authorization and Disbursement ............................................................. 276
Processing Loans Using CommonLine .............................................................................. 282
Entering CommonLine Promissory Note Data ............................................................................... 283
Originating a CommonLine Loan .................................................................................................. 291
Reviewing Loan Origination Information....................................................................................... 295
Validating CommonLine 4 Loans .................................................................................................. 302
Viewing a Student's Originated Loans ........................................................................................... 312
Adjusting CommonLine Loan Disbursements Manually................................................................. 321
Processing Direct Loans .................................................................................................... 325
Overriding Direct Loan Bio/Demo Information.............................................................................. 326
Originating a Direct Loan .............................................................................................................. 335
Viewing the Direct Loan Application Component .......................................................................... 341
Viewing a Direct Loan Promissory Note ........................................................................................ 355
Printing a Direct Loan Promissory Note ......................................................................................... 359
Creating and Printing a Direct Loan Manifest ................................................................................ 365
Generating a Direct Loan Validation Errors Report ........................................................................ 377
Processing Return of Title IV Funds ................................................................................. 381
Calculating the Return of Title IV Aid ........................................................................................... 382
Tracking Return of Title IV Funds ................................................................................................. 395
Reviewing Post-Withdrawal Disbursement .................................................................................... 398
Reviewing Return of Title IV Funds Summary .............................................................................. 403
Generating Return of TIV Funds Withdrawal Report ..................................................................... 408
Managing Student Employment ........................................................................................ 412
Tracking a Work-Study Job ........................................................................................................... 413
Viewing a Student's Awards and Earnings ..................................................................................... 418
Processing Pell Payments .................................................................................................. 423
Creating Pell Origination Records ................................................................................................. 423
Managing Pell Origination ............................................................................................................ 429
Viewing Pell Disbursement Data ................................................................................................... 435
Selecting and Sending Pell Data Request Types ............................................................................. 441
Using FISAP (Fiscal Operations Report and App. to Participate) ................................... 451
Producing the FISAP Report ......................................................................................................... 451
Using Forms Engine .......................................................................................................... 456
Using the Components of the Forms Engine .................................................................................. 457
Purging Form Data ........................................................................................................................ 470
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Enterprise SA 9.0 - Financial Aid
PeopleSoft Enterprise Financial Aid automates federal and institutional financial aid processing
for a more efficient operation. It provides flexibility and helps you manage financial aid activity
for applicants and students.
Upon completion of this module, you will be able to:
• Process financial aid and federal financial aid applications.
• Use institutional financial aid applications.
• Verify applications.
• Manage financial aid terms.
• Work with student budgets.
• Award and package financial aid.
• Authorize and disburse financial aid.
• Process CommonLine and Direct loans.
• Process the return of Title IV funds.
• Manage student employment.
• Process Pell payments.
• Use FISAP and Forms Engine.
Processing Financial Aid Applications
The financial aid awarding cycle is a set of recurrent operations used as institutions process and
manage student data to evaluate, award, and disburse federal, state, institutional, and private
funding. The typical financial aid processing cycle may encompass multiple academic years.
Institutions process continuing students for the current aid year and, at the same time, process
applications for the upcoming aid year.
The actual awarding process takes place when your institution receives the first Institutional
Student Information Records (ISIRs), PROFILE, Need Access, or institutional application. The
ISIR is the need analysis form administered by the Department of Education to establish a
student's need for financial aid. PROFILE and Need Access are two other types of need analysis
forms that establish a student's need for financial aid that institutions may also use. Institutional
applications are institution-specific need analysis forms. For new students, awards are made and
notifications are sent on an ongoing basis up to the beginning and sometimes well into the award
year for which the students are admitted. For continuing students, the goal is to mail notifications
before the close of the academic year. The financial aid process of awarding entails need analysis,
and, for continuing students, checking academic progress.
Upon completion of this lesson, you will be able to:
• Activate an aid year for a student.
• Add your institution to a student's ISIR.
• Change FM need analysis calculations.
• View NSLDS data.
• View Federal EFC summary detail.
Activating an Aid Year for a Student
You can manually activate an aid year for a student if you are not expecting to use electronic data
from an outside source such as ISIR or Profile. Loading electronic data for the student
automatically activates the student for the aid year. Before activating an aid year for a student,
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ensure that the student has personal, biographical and demographic data in PeopleSoft Enterprise
Campus Community.
In this topic, the student's data did not load electronically, so you will manually activate an aid
year for the student.
Procedure
Step
1.
Action
Begin by navigating to the Student Aid Year Activation page.
Click the Financial Aid link.
2.
Click the Aid Year Activation link.
3.
Click the Manage Financial Aid Years link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0003".
5.
Click the Search button.
6.
Use the Student Aid Year Activation page to activate an aid year for a student
manually.
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Step
Action
7.
Click the Add Row button.
8.
Enter the desired information into the Aid Year field. Enter "2007".
9.
Click the Save button.
10.
You have successfully added an aid year for a student.
End of Procedure.
Adding Your Institution to a Student's ISIR
You can use the ISIR Add School page to add your institution to a student's ISIR. You submit
this request to the Central Processor to request that a student's ISIR data be sent to your
institution's destination point.
In this topic, you will add your institution to the student's ISIR.
Procedure
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Step
1.
Action
Begin by navigating to the ISIR Add School page.
Click the Financial Aid link.
2.
Click the File Management link.
3.
Click the ISIR Corrections link.
4.
Click the Modify ISIR School Recipients link.
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Step
Action
5.
Enter the desired information into the ID field. Enter "FA0001".
6.
Click the Search button.
7.
Use the ISIR Add School page to add your institution to a student's ISIR.
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Step
8.
Action
Enter the desired information into the School Cd field. Enter "001009".
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Step
9.
Action
The DRN field is the student's data release number.
Click in the DRN field.
Step
Action
10.
Enter the desired information into the DRN field. Enter "1980".
11.
Click in the Original SSN field.
12.
Enter the desired information into the Original SSN field. Enter "555666777".
13.
Use the Trans Nbr field to enter the transaction number for the student's SAR.
Click in the Trans Nbr field.
14.
Enter the desired information into the Trans Nbr field. Enter "2".
15.
The Name CD field represents the first two letters of the student's last name.
Click in the Name CD field.
16.
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Enter the desired information into the Name CD field. Enter "Ab".
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Step
17.
Action
Use the Sch Pos field to enter the school position number that the student requested
on the FAFSA.
Click the Sch Pos list.
18.
Select the school position number, from 1-6. The FAFSA allows a student to request
information to be sent to up to six institutions.
Click the Rplc Sch 6 list item.
19.
Select the Request ISIR from CPS check box to include this request in the
automatic ISIR request process.
Click the Request ISIR from CPS option.
20.
Click the Save button.
21.
You have successfully added your institution to a student's ISIR.
End of Procedure.
Changing FM Need Analysis Calculations
The system stores and displays each loaded ISIR in a separate effective-dated row that cannot be
modified. Original ISIR data loaded into the ISIR Corrections component have all fields
unavailable. To make corrections to the ISIR, use the ISIR Corrections component or the
FAFSA Information page and insert a new effective-dated row. If you open a component where
the ISIR has not yet been corrected, an Add (+) button is available on the page. Click this button
to insert a new row to make corrections.
In this topic, you will update information regarding a student's income. You will change the
adjusted gross income and calculate the estimated family contribution.
Procedure
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Step
1.
Action
Begin by navigating to the FAFSA Information page.
Click the Financial Aid link.
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Step
Action
2.
Click the Federal Application Data link.
3.
Click the Correct 2006-2007 ISIR records link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0786".
5.
Click the Search button.
6.
You can use the FAFSA Information page to correct ISIR data. To make
corrections to the ISIR, you must insert a new effective-dated row in the component
to make all correctable fields available. An Add Row button is available when an
ISIR has not yet been corrected.
Step
Action
7.
Click the Collapse button.
8.
When you click the Add Row button to insert a new ISIR row, the fields become
available to make corrections to the ISIR.
Click the Add Row button.
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Step
9.
Action
For the Correction Status field, set the value to Send when the ISIR is ready to be
sent to the CPS to request a corrected ISIR.
Click the Correction Status list.
10.
Click the Send list item.
11.
Click the vertical scrollbar.
Step
12.
Action
Click in the AGI field.
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Step
Action
13.
Enter the desired information into the AGI field. Enter "12,000".
14.
Click in the Student Income field.
15.
Enter the desired information into the Student Income field. Enter "12,000".
16.
Click in the U. S. Tax Paid field.
17.
Enter the desired information into the Assumptions field. Enter "900".
18.
Click the vertical scrollbar.
19.
Click the INAS button.
20.
You have successfully adjusted a student's adjusted gross income and calculated the
estimated family contribution.
End of Procedure.
Viewing NSLDS Data
The National Student Loan Data System (NSLDS) is a centralized source for a student's federal
aid history. Schools can request NSLDS data and incorporate key elements into the awarding and
packaging routines. NSLDS data is sent to schools on the ISIR, on a financial aid history request,
or based on a transfer- monitoring request. You can view NSLDS data loaded using the NSLDS
Inquiry components, designed to match the NSLDS file structure.
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In this topic, you will view a student's federal financial aid history maintained by the National
Student Loan Data System (NSLDS).
Procedure
Step
1.
Action
Begin by navigating to the NSLDS Information page.
Click the Financial Aid link.
2.
Click the Awards link.
3.
Click the View NSLDS Loan Data link.
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Step
4.
Action
Select the student for whom you want to view NSLDS data.
Click in the ID field.
5.
Enter the desired information into the ID field. Enter "FAASG051".
6.
Click the Search button.
7.
Use the NSLDS Information page to view federal financial aid history maintained
by the U.S. National Student Loan Data System (NSLDS).
You can view defaulted loans, discharged loans, active bankruptcies and Perkins and
PLUS loan balances.
In addition, you can view FFELP/FDLP aggregate loan information by subsidized,
unsubsidized, combined, and consolidated categories.
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Step
Action
8.
Click the NSLDS Loan Detail tab.
9.
Use the NSLDS Loan Detail page to review detailed information for every federal
loan that the student has received.
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Step
Action
10.
Click the NSLDS Pell tab.
11.
Use the NLSDS Pell page to review a summary of a student's Pell awards.
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Step
Action
12.
Click the NSLDS ACG tab.
13.
Use the NSLDS ACG page to review details about the student's Academic
Competitiveness Grant (ACG).
Step
Action
14.
Click the NSLDS NSG tab.
15.
Use the NSLDS NSG page to review information about the student's National
Science and Mathematics Access to Retain Talent Grant (SMART).
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Step
Action
16.
Click the NSLDS Additional Information tab.
17.
Use the NSLDS Additional Information page to review overpayment information
or name history.
18.
You have successfully viewed federal financial aid history maintained by the U.S.
National Student Loan Data System (NSLDS).
End of Procedure.
Viewing Federal EFC Summary Detail
You can use the Federal EFC Summary page to review information about a student's expected
family contribution. This page displays total income, total allowances, additional income, total
parent contribution, total student contribution, prorated EFC, and primary EFC. You can use the
Details link to view additional information for each category.
In this topic, you will view a student's federal EFC (expected family contribution) to determine
how much support a student's family can provide.
Procedure
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Step
1.
Action
Begin by navigating to the Federal EFC Summary page.
Click the Financial Aid link.
2.
Click the Federal Application Data link.
3.
Click the View 2006-2007 FM EFC Detail link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "F0602".
5.
Click the Search button.
6.
Use the Federal EFC Summary page to review information about a student’s
federal expected family contribution (EFC). You can use the Detail links to view
information about income, allowances, student and parent contribution, and prorated
and primary EFC.
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Step
7.
Action
Detail pages are available for various totals.
Click the Detail link.
8.
Use the Total Allowances Detail page to view information about this student's total
allowances.
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Step
Action
9.
Click the Return link.
10.
You have successfully used the Federal EFC Summary page to view information
about a student's expected family contribution (EFC) .
End of Procedure.
Processing Federal Financial Aid Applications
Financial Aid application processing requires coordinating incoming and outgoing data files with
the U.S. Department of Education's Central Processing System (CPS). You transmit this data
using the Department of Education's Student Aid Internet Gateway (SAIG) communications
software, vendor supplied software, or software developed by your own institution.
For PeopleSoft Financial Aid, a student's application for financial aid begins with the receipt of
the student's FAFSA information contained in the ISIR data record sent by the CPS. Once this
information is loaded into Financial Aid, the evaluation of a student's financial aid eligibility
begins.
You can override assumptions and rejects, add your institution to a student's ISIR, and make ISIR
corrections. Financial Aid enables you to exchange data with the Central Processing System, to
validate and manage corrections, to view EFC status, and to review comments.
Calculating a student's financial need involves determining how much a family can reasonably be
expected to contribute toward a student's education.
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This process begins with the student filing the Free Application for Federal Student Aid (FAFSA)
with the Department of Education. The FAFSA is a federally approved need analysis form
administered by the Department of Education.
Some schools may require other need analysis forms or an institutional aid application.
PeopleSoft Financial Aid supports all versions of the FAFSA and Renewal FAFSA.
Upon completion of this lesson, you will be able to:
• Make ISIR corrections.
• Override Expected Family Contribution (EFC).
• Simulate FM data.
• Work with ISIRs.
• Delete ISIR information.
• View ISIR history.
• Generate the ISIR Reject/Assumption report.
• Review ISIR correction audits.
Making ISIR Corrections
The system stores and displays each loaded ISIR in a separate effective-dated row that cannot be
modified. Original ISIR data loaded into the ISIR Corrections component have all fields
unavailable. To make corrections to the ISIR, you must insert a new effective-dated row in the
component.
In this topic, you will make corrections to a student's ISIR and changes to the parents' background
and financial information. You then change the corrections status and calculate the EFC.
Procedure
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Step
1.
Action
Begin by navigating to the FAFSA Information page.
Click the Financial Aid link.
2.
Click the Federal Application Data link.
3.
Click the Correct 2006-2007 ISIR records link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0611".
5.
Click the Search button.
6.
Use the FAFSA Information page to correct or review ISIR data.
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Step
Action
7.
Click the Collapse button.
8.
Use the Add Row button to insert a new effective-dated row on the page and to
make all correctable fields available.
Click the Insert ISIR button.
9.
Click the vertical scrollbar.
10.
Click the vertical scrollbar.
11.
Click in the Nbr Family Members field.
12.
Enter the desired information into the Nbr Family Members field. Enter "04".
13.
Click in the Number in College field.
14.
Enter the desired information into the Number in College field. Enter "2".
15.
Click the vertical scrollbar.
16.
The Parent Financial Information group box includes tax return information.
Click the Blank option.
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Step
Action
17.
Click in the AGI field.
18.
Enter the desired information into the AGI field. Enter "73,646".
19.
Click in the U.S. Tax Paid field.
20.
Enter the desired information into the U.S. Tax Paid field. Enter "9,600".
21.
Click the Exemptions list.
22.
Click the 04 list item.
23.
Use the vertical scrollbar to return to the top of the page.
Click the vertical scrollbar.
24.
Click the Correction Status list.
25.
Click the Send list item.
26.
You have successfully made corrections to a student's ISIR, changed the correction
status, and recalculated the EFC.
End of Procedure.
Overriding Expected Family Contribution (EFC)
Use your professional judgement on the INAS Federal Extension Override EFC page to
override the academic or non-standard parent contribution or student contribution.
You must select an INAS Rule Set before setting the Budget Duration, overriding the EFC, or
creating an extension record. Failing to do so affects your expected results.
Enter the actual positive value for the parent contribution and/or student contribution for each
award period.
To use your override values, you must select Use EFC Override Values and call INAS. To use
actual calculated values, simply clear the check box and call INAS.
Click the Defaults button to reset the student contribution and parent contribution to current
values from STD_AWD_PER. If you have already calculated INAS using overridden values,
those same values are returned when you click the Defaults button. To retrieve calculated values
as the default, clear the Use EFC Override Values check box, call INAS, return to this page, and
click the Defaults button.
Make sure the budget duration set in Local Policy Options or at the extension level supports the
EFC overrides being established for the award period. Warning messages appear if you create
overrides for an award period not supported by the budget duration.
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In this topic, you will override EFC components.
Procedure
Step
1.
Action
Begin by navigating to the
INAS Federal Extension EFC Override page.
Click the Financial Aid link.
2.
Click the Federal Application Data link.
3.
Click the Correct 2006-2007 ISIR records link.
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Step
Action
4.
Click in the ID field.
5.
Enter the desired information into the ID field. Enter "FA0600".
6.
Click the Search button.
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Step
7.
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Action
Click the EFC\DB Matches\Corr tab.
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Step
8.
Step
Action
Click the FM link.
Action
9.
Click the Override Federal EFC link.
10.
Use the INAS Federal Extension Override EFC page to override the academic or
non-standard student contribution or parent contribution.
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Step
11.
Action
To use your override values, you will select the Use EFC Override Values check
box and call INAS for the system .
Click the Use EFC Override Values option.
12.
Click the Defaults button.
13.
Click OK and return to the INAS Federal Extension page.
Click the OK button.
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Step
14.
Action
To return to the EFC/DB Matches\Corr page, you can click OK.
Click the OK button.
15.
You have successfully overridden EFC components.
End of Procedure.
Simulating FM Data
Financial Aid staff use the Institutional Needs Analysis System (INAS) Simulation functions as a
work sheet to create different need analysis scenarios before committing the calculation for need
analysis. The INAS Simulation process retrieves information from the ISIR Correction pages
and INAS Federal Extension page.
Consider this scenario: A graduate student lost her job due to illness and expects to work less this
year. This student would like you to reconsider her financial need. You will review her situation
and perform an INAS simulation to determine the "what if" EFC based on the new income
information. You will also use the data from the simulation instead of the student's current ISIR
data. After you calculate and apply the new EFC, you will verify that the student's record is
flagged as a correction to send to the CPS.
Procedure
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Step
1.
Action
Begin by navigating to the Student Income/Assets page.
Click the Financial Aid link.
2.
Click the Federal Application Data link.
3.
Click the Simulate 2006-2007 FM INAS link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0736".
5.
Click the Search button.
6.
Use the Student Income/Assets page to change income and asset values prior to
INAS calculation.
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Step
7.
Action
When you click the Get Federal Data button, the system copies the student's latest
ISIR data to this page.
Click the Get Federal Data button.
8.
The AGI field displays the student's adjusted gross income.
Click in the AGI field.
9.
Enter the desired information into the AGI field. Enter "10000".
10.
Click in the U. S. Tax Paid field.
11.
Enter the desired information into the U. S. Tax Paid field. Enter "1000".
12.
Click in the Student's Earnings field.
13.
Enter the desired information into the Student's Earnings field. Enter "10000".
14.
You click the INAS button to invoke a Remote Function Call of the INAS
calculation.
Click the INAS button.
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Step
15.
Action
You click the Use Simulated Data button to move the simulated data into
production.
Click the Use Simulated Data button.
Step
16.
Action
Click the Yes button.
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Step
17.
Action
To verify and update the correction status, open up a new browser window and
navigate to the FAFSA Information page in the ISIR Data Corrections
component.
Click the New Window link.
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Step
Action
18.
Click in the ID field.
19.
Enter the desired information into the ID field. Enter "FA0376".
20.
Click the Correct 2006-2007 ISIR records link.
21.
Use the FAFSA Information page to verify the correction and to ensure that the
Correction Status field is set to Send.
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Step
Action
22.
Click the Correction Status list.
23.
Ensure that the Correction Status field is set to Send. If not, manually flag the
student's record as a correction to send to the CPS.
Click the Send list item.
24.
Click the Assumptions\School Codes tab.
25.
Use the Assumptions\School Codes page to enter corrections to a student's choice
of school and housing, to override a student's dependency status, and to override
FAFSA Assumption and/or Reject information on behalf of the student. You can use
this page to override this data.
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Step
Action
26.
Click the Adjusted EFC Calc Requested option.
27.
Click the vertical scrollbar.
28.
Click the vertical scrollbar.
29.
Click the Save button.
30.
You have successfully performed an INAS simulation and verified the correction
status.
End of Procedure.
Working with ISIRs
You can add your institution to a student's ISIR and submit a request to the Central Processing
System to request that a student's ISIR data be sent to your institution. In addition, you can enter
signature page information collected from students in preparation for transmission to the CPS.
In this topic, you will add your institution to a student's ISIR and enter FAFSA signature
information collected from a student.
Procedure
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Step
1.
Action
Begin by navigating to the ISIR Add School page.
Click the Financial Aid link.
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Step
Action
2.
Click the File Management link.
3.
Click the ISIR Corrections link.
4.
Click the Modify ISIR School Recipients link.
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Step
Action
5.
Enter the desired information into the ID field. Enter "FA0001".
6.
Click in the Aid Year field.
7.
Enter the desired information into the Aid Year field. Enter "2007".
8.
Click the Search button.
9.
Use the ISIR Add School page to add your institution to a student's ISIR. You can
submit this request to the Center Processor to request that a student's ISIR data be
sent to your institution's destination point.
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Step
Action
10.
Enter the desired information into the School Cd field. Enter "001009".
11.
The DRN field indicates the student's date release number.
Click in the DRN field.
12.
Enter the desired information into the DRN field. Enter "010".
13.
Click in the Original SSN field.
14.
Enter the desired information into the Original SSN field. Enter "111-22-3333".
15.
Click in the Trans Nbr field.
16.
Enter the desired information into the Trans Nbr field. Enter "2".
17.
The Name CD field represents the first two letters of the student's last name.
Click in the Name CD field.
18.
Enter the desired information into the Name CD field. Enter "AB".
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Step
19.
Action
The value for the Sch Pos field can be from 1 through 6. FAFSA allows students to
request information to be sent to up to six institutions.
Click the Sch Pos list.
20.
Click the Rplc Sch 5 list item.
21.
Select the Request ISIR from CPS check box to include this request in the
automatic ISIR request process.
Click the Request ISIR from CPS option.
22.
Click the Save button.
23.
Click the Enter FAFSA Signatures link.
24.
Use the FAFSA Signature page to enter signature page information collected from
students in preparation for transmission to the CPS.
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Step
Action
25.
Enter the desired information into the School Cd field. Enter "001009".
26.
Click in the Original SSN field.
27.
Enter the desired information into the Original SSN field. Enter "111-22-3333".
28.
Click the Signed By list.
29.
Click the Applicant Only list item.
30.
Select the Submit Signature to CPS check box when the record is ready to be
transmitted.
Click the Submit Signature to CPS option.
31.
Click the Save button.
32.
You have successfully added your institution to a student's ISIR and entered FAFSA
signature information collected from a student.
End of Procedure.
Deleting ISIR Information
You can delete a previously loaded ISIR to load a new ISIR for the student. This can occur when
an initially rejected ISIR is loaded into the system, but the new official ISIR suspends because of
a conflict with a previously loaded ISIR. After you delete the rejected ISIR, the system allows the
new official ISIR to load.
You can also delete an ISIR that loaded to the wrong student. An ISIR can load to the wrong
student due to the sensitivity of the search match criteria used in the ISIR load process. This can
also happen if an ISIR is manually assigned to the incorrect student online.
In this topic, you will select an ISIR data row from the ISIR Delete page, delete it, go to the
FAFSA Information page to verify that the system removed the row, and then save the ISIR
Delete page.
Procedure
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Step
1.
Action
Begin by navigating to the ISIR Delete page.
Click the Financial Aid link.
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Step
Action
2.
Click the File Management link.
3.
Click the ISIR Import link.
4.
Click the Delete ISIR/NSLDS Records link.
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Step
Action
5.
Enter the desired information into the ID field. Enter "FA0600".
6.
Click in the Aid Year field.
7.
Enter the desired information into the Aid Year field. Enter "2006".
8.
Click the Search button.
9.
Use the ISIR Delete page to delete incorrectly loaded ISIR records from the
application tables so that correct ISIR information can be loaded for the student.
10.
Caution: If you incorrectly delete or modify information on the ISIR Delete page,
you can create data integrity errors in your database, or adversely impact
downstream processes.
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Step
11.
Action
Select the Delete ISIR check box in the row that you want to delete.
Click the Delete ISIR option.
12.
When you select the Delete Selected ISIR(s) button, the system deletes the row
from the grid that you selected.
Click the Delete Selected ISIR(s) button.
13.
Before you save, open a new browser window and navigate to the FAFSA
Information page in the ISIR Data Corrections component to verify that the data
is deleted.
Click the New Window link.
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Step
14.
Action
In the new window, scroll down to access the Federal Application Data link.
Click the vertical scrollbar.
15.
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Click the Federal Application Data link.
Training Guide
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Step
16.
Action
Click the Correct 2005-2006 ISIR records link.
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Step
Action
17.
Enter the desired information into the ID field. Enter "FA0600".
18.
Click the Search button.
19.
Use the FAFSA Information page to verify that the ISIR Data row that you
selected and deleted on the ISIR Delete page is removed.
There is only one ISIR Data row.
Step
20.
Action
After you have verified that the system removed the ISIR data row, close the
browser window.
Click the Close button.
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Step
21.
Action
After you delete the selected ISIR data row from the page and verify that the row
was deleted on the FAFSA Information page in the ISIR Data Corrections
component, save your work.
Click the Save button.
22.
You have successfully selected an ISIR data row from the ISIR Delete page, deleted
it, gone to the FAFSA Information page to verify that the system removed the row,
and then saved the ISIR Delete page.
End of Procedure.
Viewing ISIR History
You can use the ISIR History component to view ISIR and need analysis information. This
component displays information in display mode only and is designed to display all ISIR fields
across all aid years. Fields that are not valid in a particular aid year appear as blank or zero.
In this topic, you will view a student's ISIR history.
Procedure
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Step
1.
Action
Begin by navigating to the FAFSA Information page.
Click the Financial Aid link.
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Step
Action
2.
Click the Financial Aid History link.
3.
Click the View Archived Application Data link.
4.
Use the Historical Application Information page to access federal and
institutional EFC summaries, institutional application data, and Return to Title IV
information.
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Step
Action
5.
Click in the ID field.
6.
Enter the desired information into the ID field. Enter "FA0601".
7.
Click in the Institution field.
8.
Enter the desired information into the Institution field. Enter "PSUNV".
9.
Click in the Aid Year field.
10.
Enter the desired information into the Aid Year field. Enter "2004".
11.
Click the ISIR History link.
12.
The system opens up a new browser window, which you can expand for full
viewing.
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Step
Action
13.
Click the Collapse button.
14.
Use the FAFSA Information page to review ISIR history. This page includes
student bio/demo data, enrollment information, background information, financial
information, dependency status, and parent background and financial data.
15.
Scroll down to view all of the information.
Click the vertical scrollbar.
16.
Click the vertical scrollbar.
17.
Return to the top to access the tabs.
Click the vertical scrollbar.
18.
Click the Assumptions\School Codes tab.
19.
Use the Assumptions\School Codes page to review miscellaneous information,
housing school code information, assumptions and reject overrides, reject reasons,
and comments
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Step
Action
20.
Click the EFC\DB Matches\Corr tab.
21.
Use the EFC\DB Matches\Corr page to review EFC information, database matches
flags, and corrected fields.
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Step
22.
Action
Close the browser window to return to the Historical Application Information
page.
Click the Close button.
23.
You have successfully viewed a student's ISIR history.
End of Procedure.
Generating the ISIR Reject/Assumption Report
Use the ISIR Reject/Assumption report to identify any current, loaded ISIR where specific CPS
generated field value assumptions or reject codes have been issued. Your financial aid staff can
process the assumption/rejects by using the ISIR Assumption and Reject override fields on the
ISIR Data Corrections component.
In this topic, you will generate an ISIR Reject/Assumption report.
Procedure
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Step
1.
Action
Begin by navigating to the ISIR Assumption/Reject Ovrd page.
Click the Financial Aid link.
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Step
Action
2.
Click the File Management link.
3.
Click the ISIR Import link.
4.
Click the CPS Reject/Assumption Report link.
5.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
6.
Action
You can run this process by searching for an existing Run Control ID or you can
add a new value. Creating a Run Control ID that is relevant to the process may help
you remember it for future use.
In this topic, you will search for an existing value.
Enter the desired information into the begins with field. Enter "TRAINING".
7.
Click the Search button.
8.
Use the ISIR Assumption/Reject Ovrd page to create a report that lists students
who have assumptions and/or rejects that have no respective overrides made to them
or who have overrides made but no assumptions or rejects.
Use this list to identify which students need to have assumption overrides applied
manually.
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Step
Action
9.
Click in the Aid Year field.
10.
Enter the desired information into the Aid Year field. Enter "2007".
11.
Click in the School Code field.
12.
Enter the desired information into the School Code field. Enter "001005".
13.
Click the Run button.
14.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and process output format.
15.
You must select a Server Name to identify the server on which the process will run.
If you use the same Run Control ID for subsequent processes, the server name that
you last used will default in this field.
For this example, use the default selection.
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Step
Action
16.
Click the OK button.
17.
You can click the Process Monitor link to verify that the process was successful.
Refer to the Running Reports module for examples of running a process
18.
You have successfully generated an ISIR Reject/Assumption report.
End of Procedure.
Reviewing ISIR Correction Audits
After corrections are made to a student's ISIR, you can view the ID of the person who made the
change, the date and time of the changes, the field name of what changed, the value of the
original data, and the value of the changed data. In addition, you can view the status of whether
the field change has been submitted for correction with the CPS.
In this topic, you will view a student's ISIR correction audits.
Procedure
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Step
1.
Action
Begin by navigating to the Review ISIR Correction Audits page.
Click the Financial Aid link.
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Step
Action
2.
Click the Federal Application Data link.
3.
Click the View ISIR Field Audits link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0608".
5.
Enter the desired information into the Aid Year field. Enter "2005".
6.
Click the Search button.
7.
Use the Review ISIR Correction Audits page to review changes to a student's
ISIR. You can view the ID of the person who made the change and what changed. In
addition, you can view the original data and the changed data.
8.
The Status field indicates whether the field change has been submitted for
correction with the CPS.
Step
Action
9.
Click the View All link.
10.
The expanded screen allows you to view all ISIR Correction Audit information.
Click the vertical scrollbar to scroll to the lower section of the screen and view any
additional information.
Click the vertical scrollbar.
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Step
11.
Action
You have successfully viewed a student's ISIR correction audits.
End of Procedure.
Using Institutional Financial Aid Applications
Financial Aid allows you to manage and process institutional financial aid application data,
including College Board PROFILE and Need Access electronic data that is loaded into the system
using an auto load process.
Upon completion of this lesson, you will be able to:
• View student information.
• View institutional corrections audits.
• View institutional EFC summary/detail.
• Use INAS batch calculations.
• Review institutional correction audits.
Viewing Student Information
Your institution may need additional resource information about students and their families. You
can gather information using the CSS PROFILE application and the Need Access application,
which are electronically supported, or by entering your institutional application information in the
Institutional Application Data component.
In this topic, you will view student data, parent data, miscellaneous data, and computation data
for a student.
Procedure
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Step
1.
Action
Begin by navigating to the Student Data page.
Click the Financial Aid link.
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Step
Action
2.
Click the Institutional Application Data link.
3.
Click the Maintain Application 2006-2007 link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA1002".
5.
Click the Search button.
6.
Use the Student Data page to view or enter financial aid information about the
student.
Step
7.
Action
Use the scrollbar to scroll down the screen to view all the data.
Click the vertical scrollbar.
8.
Click the vertical scrollbar.
9.
Click the Parent Data tab.
10.
Use the Parent Data page to view or enter all the parent information. Use the
vertical scrollbar to view all the parent data.
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Step
Action
11.
Click the Miscellaneous Data tab.
12.
Use the Miscellaneous Data page to view or enter signature, family member, school
selection, and institutional information.
Use the vertical scrollbar to view all the data.
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Step
Action
13.
Click the Computation Data tab.
14.
Use the Computation Data page to compute parent and student income, allowance,
and asset information using your institutional and federal methodology.
15.
You have successfully viewed student information from the institutional application.
End of Procedure.
Viewing Institutional Corrections Audits
You can review corrections made to a student's institutional application in the Institutional
Application Data.
In this topic, you will review corrections made to a student's institutional application.
Procedure
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Step
1.
Action
Begin by navigating to the Institutional Application Correction Audits page.
Click the Financial Aid link.
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Step
Action
2.
Click the Institutional Application Data link.
3.
Click the View Correction Audits link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA1002".
5.
Click the Search button.
6.
Review corrections made to a student's institutional application on the Institutional
Application Correction Audits page.
In this topic, the student does not have any corrections.
7.
You have completed the Viewing Institutional Application Correction Audits
procedure.
End of Procedure.
Viewing Institutional EFC Summary/Detail
You can view all family and household income, resource ISIR, PROFILE, and institutional
application information in the Institutional Application Data.
In this topic, you will view all institutional application information.
Procedure
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Step
1.
Action
Begin by navigating to the Institutional EFC Summary page.
Click the Financial Aid link.
Step
2.
Action
Click the Institutional Application Data link.
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Step
Action
3.
Click the View 2006-2007 IM EFC Detail link.
4.
Enter the desired information into the ID field. Enter "FA1002".
5.
Click the Application Source Code list.
6.
Click the Profile list item.
7.
Click the Search button.
8.
Review information about a student's Institutional Expected Family Contribution
(EFC) on the Institutional EFC Summary page.
9.
You have successfully completed the Viewing Institutional EFC Summary/Detail
procedure.
End of Procedure.
Using INAS Batch Calculations
Use the INAS Batch Calculation page to calculate files in batch for institutional methodology
based on the College Board's Institutional Need Analysis System (INAS).
In this topic you calculate files in batch for institutional methodology using INAS Batch
Calculation.
Procedure
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Step
1.
Action
Begin by navigating to the Batch INAS Calculation page.
Click the Financial Aid link.
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Step
Action
2.
Click the File Management link.
3.
Click the INAS Batch Calculation link.
4.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
5.
Action
You can run this process by searching for an existing Run Control ID or you can
add a new value. Creating a Run Control ID that is relevant to the process may help
you remember it for future use.
In this topic, you will search for an existing value.
Enter the desired information into the Run Control ID field. Enter "TRAINING".
6.
Click the Search button.
7.
Use the Batch INAS Calculation page to enter the request parameters. These
parameters will be used to define the processing rules and data to be included when
the process is run.
8.
The FAPINCLC process calculates batch applications using the College Board's
Institutional Need Analysis System (INAS), based on your institution's policy
options.
9.
Ensure that the correct institution name appears in the Institution field. You will use
the default value for this exercise.
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Step
Action
10.
Click in the Aid Year field.
11.
You select the aid year for which you want to run the INAS calculation.
Enter the desired information into the Aid Year field. Enter "2006".
12.
Click in the Application Type field.
13.
The valid values include: "B" Both federal and Profile, "F" Federal, "P" Profile.
Enter the desired information into the Application Type field. Enter "P".
14.
If you select Y in the Clear Calc Request? field, the system removes files from the
tables after performing the batch calculation. Selecting Y prevents you from running
batch calculation on these files again.
If you select N, the system retains the files in the tables after performing the
calculation. Selecting N enables you to run a batch calculation on these files
multiple times.
15.
Click the Run button to run the FAPINCLC process. The batch calculation process
is the same process as the online calculation.
Click the Run button.
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Step
Action
16.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and process output format.
17.
You must select a Server Name to identify the server on which the process will run.
If you use the same Run Control ID for subsequent processes, the server name that
you last used will default in this field.
Step
Action
18.
Click the OK button.
19.
You can click the Process Monitor link to verify that the process was successful.
Refer to the Running Reports module for examples of running a process.
20.
You have successfully made a batch calculation of institutional applications using
INAS.
End of Procedure.
Reviewing Institutional Correction Audits
Use the Review ISIR Correction Audits page to display the student's name, aid year, ID, and
institution.
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The system displays the User ID of the person who made the change, Date/Time, Transaction Nbr
(transaction number), the field name of what changed, the original data Old Value, and the
changed data New Value.
The Status field indicates if the field change has been submitted for correction with the CPS.
In this topic, you will use the Review ISIR Correction Audits page to display the student's
name, aid year, ID, and institution.
Procedure
Step
1.
Action
Begin by navigating to the Institutional Application Correction Audits page.
Click the Financial Aid link.
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Step
Action
2.
Click the Institutional Application Data link.
3.
Click the View Correction Audits link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0638".
5.
Click the Search button.
6.
The Institutional Application Correction Audits page displays the student's name,
ID, Aid Year, and Institution.
7.
For each change, this page also displays the User ID of the person who made the
change, the Date/Time of the change, the application Source for the old data, the
record and field name of the changed data, the Old Value, and the New Value.
8.
All changes for the student are shown on this page. The most recent change is
shown at the top of the page.
9.
You have successfully tracked certain limited changes that you made to a student’s
institutional application data.
End of Procedure.
Verification Process
Financial Aid verification is the process of checking the accuracy of the information supplied by
students and their families when applying for financial aid. Institutions are required to perform
federal verification on a portion of their aid applicants for the purpose of awarding Title IV aid.
Financial Aid provides you with a flexible setup to meet the requirements for federal and
institutional verification.
You can set consolidation parameters for batch consolidation and set parameters to verify batches
and run the processes. You can review consolidated tax information for a parent and student and
also review a detailed summary of the verification information.
Upon completion of this lesson, you will be able to:
• Verify resource and household information.
• Use auto verification.
• View application history.
• Use INAS simulation.
Verifying Resource and Household Information
Financial Aid verification is the process of checking the accuracy of information that students
provide when applying for federal and institutional aid. Financial Aid is designed to
accommodate both federal and institutional verification needs. Use the pages in the Application
Data Verification component to verify the number of persons in the household, the number
enrolled in post-secondary education, adjusted gross income, income tax paid for the base year,
and certain untaxed income and benefits for the base year.
In this topic, you will verify a student's resource and household information such as the number
of persons in the household and adjusted gross income. You will adjust the student's adjusted
gross income.
Procedure
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Step
1.
Action
Begin by navigating to the Household Info page.
Click the Financial Aid link.
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Step
Action
2.
Click the Verification link.
3.
Click the Manage 2006-2007 Verification link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0600".
5.
Click the Search button.
6.
Use the Household Info page to enter documented information about the student
and members of the student's household.
Step
7.
Action
When you click the Get Fed Data button, the system populates fields with the most
recent ISIR record data.
Click the Get Fed Data button.
8.
Click the Tax Form Data tab.
9.
Use the Tax Form Data page to enter information reported on the filer's tax form.
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Step
Action
10.
Click in the Sequence: field.
11.
Enter the desired information into the Sequence: field. Enter "30,050".
12.
Click the W-2 Form tab.
13.
Use the W-2 Form page to verify information reported on a person's W-2 form.
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Step
Action
14.
Click the Worksheet A tab.
15.
Use the Worksheet A page to view information from Worksheet A.
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Step
Action
16.
Click the Worksheet B tab.
17.
Use the Worksheet B page to view information from Worksheet B.
Step
Action
18.
Click the Worksheet C tab.
19.
Use the Worksheet C page to view information from Worksheet C.
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Step
Action
20.
Click the Tax Data Consolidation tab.
21.
Use the Tax Data Consolidation page to combine the income and resources of all
family members of the individual being verified.
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Step
22.
Action
Use the Consolidate button to run the program that combines all of the income and
resources.
Click the Consolidate button.
23.
Use the Consolidated Tax Data link to access tax and resource information entered
for each verified person.
Click the Consolidated Tax Data link.
24.
Use the Consolidated Tax Data page to view or edit all tax and resource
information. Some field values from Tax Form Data — Untaxed Income are
duplicated on this page to accommodate CSS PROFILE information.
For federal purposes, these same fields are also considered and totaled into the
Worksheet A, B, and C fields. The federal compare process uses only Worksheet A,
B, and C to determine variance.
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Step
Action
25.
Click the vertical scrollbar.
26.
Click the OK button.
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Step
Action
27.
Click the Save button.
28.
You have successfully verified a student's resource and household information and
adjusted the student's gross income.
End of Procedure.
Using Auto Verification
When you verify a student's resource and household information, you do not need to manually
check each field. You can use auto verification to compare source data to a target set of data.
In this topic, you will verify a student's information using auto verification.
Procedure
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Step
1.
Action
Begin by navigating to the Auto Verification page.
Click the Financial Aid link.
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Step
2.
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Action
Click the Perform Auto Verification link.
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Step
Action
3.
Enter the desired information into the ID field. Enter "FA0600".
4.
Click in the Aid Year field.
5.
Enter the desired information into the Aid Year field. Enter "2007".
6.
Click the Search button.
7.
Use the Auto Verification page to perform the online automated verification
process. Buttons and links on this page provide several independent routines.
One routine compares income documents to financial aid applications. You can view
comparison results and decide, field by field, whether to update the intended target
table with updated information.
8.
The Verification Type field determines whether federal or institutional tolerance
levels will be applied.
In this topic, federal tolerance levels will be applied.
9.
The Source and Target values determine what data will be compared.
In this topic, the data from Verification pages created from the consolidate routine
(Tax/Verif) will be compared to ISIR data.
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Step
10.
Action
Use the Pass/Fail Option field to select how to set pass or fail eligibility.
Click the Pass/Fail Option list.
11.
The Federal value is used with federal selection only and uses the federal total
tolerance amount.
The Field value is used with institutional or federal selection and uses institutional
or federal field level tolerances.
Click the Field list item.
12.
Use the Perform Compare button to launch the process that compares your target
and source values and activates the Field Comparison Detail link when differences
are found.
Click the Perform Compare button.
13.
The system displays the Field Comparison Detail link after the compare routine
finds diffferences.
Click the Field Comparison Detail link.
14.
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Use the Verification Compare Results page to view a summary of fields that were
compared and for which the system indicated a variance.
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Step
Action
15.
Click the Apply option.
16.
Click the OK button.
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Step
Action
17.
Click the Edit Status link.
18.
Use the Verification Status page to view or change verification codes or statuses.
You can update verification-related status fields that reside on the Packaging Status
Summary page directly from the Verification Status page.
The compare process automatically updates the Verification Flag to Pending if the
comparison results exceed tolerance.
19.
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If the ISIR Transaction Number is 1 and the verification process passes without
tolerances, the verification status changes to Accurate.
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Step
20.
Action
Click the OK button.
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Step
21.
Action
The Mark Assumptions as Verified field is populated from the Verification run
setup and should only be used when the Source value is Tax/Verif and the Target
value is ISIR.
Selecting this option tags fields originally identified as Assumption fields to a field
status of Verified.
Click the Mark Assumptions as Verified option.
22.
When you select the Set to Send ISIR Correction check box, the system sets the
Correction Status to Send on ISIR Corrections when you use the Apply Changes
button.
Click the Set to Send ISIR Correction option.
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Step
23.
Action
Use the Apply Changes button to launch the process that moves the marked fields
on the Field Comparison Detail page to the target tables.
Click the Apply Changes button.
24.
You have successfully verified a student's information using auto verification.
End of Procedure.
Viewing Application History
You can access aid-year specific pages to view application history. The Historical Application
Information page provides links to view Federal EFC Summary, Institutional EFC Summary,
Institutional Application, Application Data Verification, and ISIR history.
In this topic, you will access the Federal EFC Summary and ISIR History links to view
application history for a student.
Procedure
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Step
1.
Action
Begin by navigating to the Historical Application Information page.
Click the Financial Aid link.
Step
Action
2.
Click the Financial Aid History link.
3.
Click the View Archived Application Data link.
4.
Use the Historical Application Information page to access components and pages
to view EFC, ISIR, and application history for a student.
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Step
Action
5.
Enter the desired information into the ID field. Enter "FA0600".
6.
Click in the Institution field.
7.
Enter the desired information into the Institution field. Enter "PSUNV".
8.
Click in the Aid Year field.
9.
Enter the desired information into the Aid Year field. Enter "2004".
10.
When you click the Federal EFC Summary link or any of the links on this page,
the system opens up a new browser window.
Click the Federal EFC Summary link.
11.
Use the Federal EFC Summary page to view archived EFC summary data. Links
are available to view additional details on income, allowances, student and parent
contribution, and EFC.
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Step
12.
Action
Because the system opens a new browser window to view archived information,
close this window when you are finished viewing the data.
Click the Close button.
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Step
13.
Action
Click the ISIR History link.
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Step
Action
14.
Click the Collapse button.
15.
Use the FAFSA Information page to view a student's historical ISIR data.
16.
Click the vertical scrollbar to scroll down and view Student Data - Enrollment
Information.
Click the scrollbar.
Step
17.
Action
Because the system opens a new browser window to view archived information,
close this window when you are finished viewing the data.
Click the Close button.
18.
You have successfully viewed a summary of a student's federal EFC and ISIR
history.
End of Procedure.
Using INAS Simulation
Use the Institutional Needs Analysis System (INAS) Simulation as a work sheet to create
different need analysis scenarios before committing the calculation for Need Analysis. The INAS
Simulation process retrieves information from the ISIR Correction pages and INAS Federal
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Extension page. You can also click the Federal Extension link from any INAS simulation page
or the setup of your INAS Local Policy Options.
In this topic, you will use the INAS Simulation process for a student who has reduced his work
hours. The reduction in wages will impact the student's Primary EFC.
Procedure
Step
1.
Action
Begin by navigating to the Student Income/Assets page.
Click the Financial Aid link.
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Step
Action
2.
Click the Federal Application Data link.
3.
Click the Simulate 2006-2007 FM INAS link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0601".
5.
Click the Search button.
6.
After you make changes to income or other asset values, you can use the Student
Income/Assets page to run the INAS Simulation process prior to INAS calculation.
You can use any of the pages in the simulation component to use the INAS
Simulation process.
Step
7.
Action
When you click the Get Federal Data button, the system retrieves the latest ISIR
information and places it in the INAS Simulation tables.
You can modify values on this page that are reflected in the student's EFC.
Click the Get Federal Data button.
8.
Click in the Student's Earnings field.
9.
Enter the desired information into the Student's Earnings field. Enter "9,000".
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Step
10.
Action
After you make your changes, click the INAS button to carry out an INAS
calculation and to display the results of the EFC.
Click the INAS button.
11.
When you click the Use Simulated Data button, the system uses the calculated data
for need analysis.
Click the Use Simulated Data button.
12.
When you select Yes, the system inserts a new row in the ISIR tables and any field
that you changed is processed. A changed field is sent to the Audit Table for
history, included in the ISIR correction process, and used to recalculate need.
Click the Yes button.
13.
You have successfully performed the steps to use the INAS Simulation process.
End of Procedure.
Managing Financial Aid Terms
The Financial Aid Term component provides a consolidated view of a student's actual or
projected enrollment data for a given term. You can view, add, or update a student's academic
information. You can use the projected enrollment data to provide an award package for the
academic year without waiting for actual enrollment detail from Student Records.
Upon completion of this lesson, you will be able to:
• Build a financial aid term.
• Work with financial aid terms.
Building a Financial Aid Term
A financial aid term is a combination of a period of time your school determines as an
instructional accounting period and an academic career. Your institution defines financial aid
terms during the setup process. Because some institutions may not offer financial aid for all
academic terms, only the terms eligible for financial aid are set up for each financial aid career.
For example, if your institution does not offer financial aid for an intersession session, you would
not set up the intersession term as a valid term for a career. To receive financial aid, a student
must be enrolled in a valid program leading to a degree or certificate and must meet satisfactory
academic progress standards.
In this topic, you will build a financial aid term for a student.
Procedure
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Step
1.
Action
Begin by navigating to the FA Term page.
Click the Financial Aid link.
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Step
2.
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Action
Click the Maintain Student FA Term link.
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Step
3.
Step
4.
Action
Enter the desired information into the ID field. Enter "FA0600".
Action
Click in the Aid Year field.
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Step
Action
5.
Enter the desired information into the Aid Year field. Enter "2007".
6.
Click the Search button.
7.
Use the FA Term page to view a student's term information or to build a term for a
student.
8.
If you are building a term manually, enter the term value in the Term field.
Otherwise, the Financial Aid Term build process updates this field. The build
process only builds terms that are defined for the given aid year.
The process links the term to the aid year as indicated in the setup tables for Valid
Careers for Aid Year and Valid Terms for Career.
9.
When you click the Build button, the system builds a term for the student using the
system rules established on the FA Term Setup page. The system builds a term only
if Student Records contains data for the student, unless you have selected the
Projections check box.
If you check the Projections check box, the build process uses projected enrollment
data. If one or more of the audited fields have changed, a new effective-dated row is
automatically inserted.
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Step
10.
Action
Click the Build button to build a term for a student.
Click the Build button.
11.
You have successfully built a financial aid term for a student.
End of Procedure.
Viewing a Financial Aid Term
You can use the Financial Aid Term component to view or modify loan, graduation, and budget
information that is relevant to financial aid processing for a term. You can also view, add, or
update a student’s academic level and load (academic and financial aid) information for a
particular term. In addition, you can view, add, or update a student's academic statistics including
GPA (grade point average), residency information, and progress for a term.
In this topic, you will view the different elements of a student's financial aid term information.
Procedure
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Step
1.
Action
Begin by navigating to the FA Term page.
Click the Financial Aid link.
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Step
2.
Action
Click the Maintain Student FA Term link.
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Step
3.
Step
4.
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Action
Enter the desired information into the ID field. Enter "FA0600".
Action
Click in the Aid Year field.
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Step
Action
5.
Enter the desired information into the Aid Year field. Enter "2007".
6.
Click the Search button.
7.
Use the FA Term page to view term information.
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Step
Action
8.
Click the Acad Level tab.
9.
Use the Acad Level page to view, add, or update a student's academic load and
financial aid information for a particular term.
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Step
Action
10.
Click the Statistics tab.
11.
Use the Statistics page to view, add, or update a student's GPA (grade point
average) and residency information for a term.
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Step
Action
12.
Click the Financial Aid Info tab.
13.
Use the Financial Aid Info page to review loan and budget information that is
relevant to financial aid processing for a term.
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Step
Action
14.
Click the Records/Term Info tab.
15.
Use the Records/Term Info page to view or modify student record information for
a term.
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Step
Action
16.
Click the Withdrawal Info tab.
17.
Use the Withdrawal Info page to view a student's withdrawal information from
Student Records.
18.
You have successfully viewed the different elements of a student's financial aid
term.
End of Procedure.
Working With Student Budgets
At the beginning of the processing year, you create budgets detailing the cost of attendance
(COA) for each term a student is enrolled. The COA is an estimate of a student's educational
expenses for the period of enrollment. The budget helps establish a student's need COA minus the
student's expected family contribution, which permits the financial aid office to award need-based
aid.
Upon completion of this lesson, you will be able to:
• Create a budget online.
• Revise a budget manually.
• View a student's budget.
• Assign budgets in batch.
Creating a Budget Online
At the beginning of the processing year, you create budgets detailing the cost of attendance
(COA) for each term a student is enrolled. The COA is an estimate of a student's educational
expenses for the period of enrollment. The budget helps establish a student's need COA minus the
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student's expected family contribution, which permits the financial aid office to award need-based
aid.
In this topic, you will create a budget online for a student.
Procedure
Step
1.
Action
Begin by navigating to the Create Student Budget page.
Click the Financial Aid link.
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Step
2.
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Action
Click the Create Student Budget link.
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Step
Action
3.
Enter the desired information into the ID field. Enter "FA0603".
4.
Click in the Aid Year field.
5.
Enter the desired information into the Aid Year field. Enter "2007".
6.
Click the Search button.
7.
At the beginning of the processing year, use the Create Student Budget page to
create budgets detailing the cost of attendance (COA) for each term a student is
enrolled.
Step
8.
Action
For the Term field, you can only select terms created for that student for the
displayed aid year.
Click in the Term field.
9.
Enter the desired information into the Term field. Enter "0580".
10.
Click the Add Row button.
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Step
Action
11.
Click in the Term field.
12.
Enter the desired information into the Term field. Enter "0570".
13.
After you select the terms to build a budget and then click the Build Budget button,
the process performs the same activities as the batch Student Budget Assignment
process.
The process selects budget categories, uses budget formulas to determine budget
items and amounts, uses trees and tuition calculation to determine budget items and
amounts, and calculates the annual Pell budget based on the student's FA Load
value.
14.
The Budget Term Summary group box displays the term, career, and budget group
used (if any) to build the student's budget for each term selected in the Budget
Terms To Be Built group box.
Use the vertical scrollbar to view additional terms. If you have not clicked the Build
Budget button, the summary group box does not display any information.
15.
Click the Build Budget button.
16.
After you determine that the displayed budget information is correct, click the Move
Budget button, which is not available until you click the Build Budget button.
Click the Move Budget button.
17.
Click the Detail link.
18.
Use Create Student Budget Detail page to view a student's budget information and
details of the budget items.
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Step
Action
19.
Click the OK button.
20.
You have successfully created a budget for a student.
End of Procedure.
Revising a Budget Manually
Use the Student Budget Maintenance page to maintain an existing term budget, view a budget
by term, or create a term budget on an exception basis.
In this topic, you will manually revise a student's budget.
Procedure
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Step
1.
Action
Begin by navigating to the Student Budget Maintenance page.
Click the Financial Aid link.
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Step
2.
Action
Click the Maintain Term Budgets link.
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Step
Action
3.
Enter the desired information into the ID field. Enter "FA0608".
4.
Click in the Aid Year field.
5.
Enter the desired information into the Aid Year field. Enter "2007".
6.
Click the Search button.
7.
Use the Student Budget Maintenance page to maintain an existing term budget,
view a budget by term, or create a term budget on an exception basis.
Step
8.
Action
Use the Add Row button next to the COA fields to insert a new effective dated row.
Click the Add Row button.
9.
Use the Add Row button on the first row to insert a new budget item row.
Click the Add Row button.
10.
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Enter the desired information into the Category field. Enter "CHLD".
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Step
Action
11.
Click in the Item Code field.
12.
Enter the desired information into the Item Code field. Enter "CHILD1".
13.
When press the Tab key, the Amount field for the new row is populated based on
the information that you entered in the Category and Item Code fields.
Press [Tab].
14.
Click the Save button.
15.
You have successfully revised a student's budget.
End of Procedure.
Viewing a Student's Budget
You can review students’ budget information by award period. You can view the student's cost of
attendance, the amount allocated for books, transportation, tuition and fees, housing, and other
categories.
In this topic, you will view a student's budget.
Procedure
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Step
1.
Action
Begin by navigating to the Student Budget Summary page.
Click the Financial Aid link.
Step
Action
2.
Click the Budgets link.
3.
Click the View Student Budget Summary link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0603".
5.
Click in the Aid Year field.
6.
Enter the desired information into the Aid Year field. Enter "2007".
7.
Click the Search button.
8.
Use the Student Budget Summary page to review student's budget information
including categories and amounts that comprise a student’s budget, by award period.
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Step
Action
9.
Click the Collapse button.
10.
You can now view all of a student's budget information including categories and
amounts that comprise a student’s budget, by award period.
11.
You have successfully viewed a student's budget.
End of Procedure.
Assigning Budgets in Batch
After you complete budget setup, you calculate student budgets in batch, online for an individual
using batch rules, or manually. Use batch budget assignment when you process many students
and want to create student budgets using defined budget assignment rules. Batch budget
assignment builds budgets on a term-by-term basis, since certain budget categories, such as fees,
do not apply to all terms. Budgets are only built for students who have financial aid terms built,
and only for those terms where the Budget Required field is set to Assgn Bdgt (assign budget).
In this topic, you will first update the budget assignment run controls to start the batch budget
assignment process in motion and then process the batch budget assignment. This will include
selecting students, then running the formula, tuition, and assign budget processes, and finally
performing table maintenance.
Procedure
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Step
1.
Action
Begin by navigating to the Create Budget Run Controls page.
Click the Set Up SACR link.
2.
Click the Product Related link.
3.
Click the Financial Aid link.
4.
Click the Budgets link.
5.
Click the Budget Assignment Run Control link.
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Step
6.
Action
To make changes, you must be in correction mode.
Click the Correct History option.
7.
Click the Search button.
8.
Use the Create Budget Run Controls page to select which careers and terms to use
when running background budget assignment and to determine the table
maintenance options.
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Step
9.
Action
The Fall semester is set up in row 1. You will set up the Spring semester in row 2.
Click the Add Row button.
10.
Use the Career field to select the career of the students for which the system assigns
budgets when you run the Student Budget Assign process (FAPBDGTS).
Click in the Career field.
11.
Enter the desired information into the Career field. Enter "UGRD".
12.
Use the Term field to select the term of the students for which the system assigns
budgets when you run the Student Budget Assign process (FAPBDGTS).
Click in the Term field.
13.
Enter the desired information into the Term field. Enter "0580".
14.
Select the Delete? check box to have the system delete records in the work table
according to the status that you select.
Click the Delete? option.
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Step
15.
Action
The Delete Status field determines which records are removed from the work table.
Click in the Status field.
16.
The Status field values include:
A—Delete All
E—Those with Errors
I—Those in Progress
Enter the desired information into the Status field. Enter "A".
17.
Select the Reset? check box to have the system reset the Budget Required field on
the Financial Aid Info page.
Click the Reset? option.
18.
The Reset Status field determines when the Budget Required field is reset.
Click in the Status field.
19.
The values for the Reset Status field include:
A—Reset All
E—Those with Errors
I—Those in Progress
Enter the desired information into the Status field. Enter "A".
20.
The Value field appears when you select the Reset? check box.
Use this field to specify the value to set the Budget Required field to on the
student's Financial Aid Term record for each processed term.
Click in the Value field.
21.
Enter the desired information into the Value field. Enter "Y".
22.
Click the Save button.
23.
Navigate to the Batch Budget Assignment - Select Students page to run the Select
Student process.
Click the vertical scrollbar.
24.
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Click the Financial Aid link.
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Step
Action
25.
Click the Budgets link.
26.
Click the Select Students link.
27.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
28.
Action
You can run this process by searching for an existing Run Control ID or you can
add a new value. Creating a Run Control ID that is relevant to the process may help
you remember it for future use. In this topic, you will search for an existing value.
Enter the desired information into the Run Control ID field. Enter "FA".
29.
Click the Search button.
30.
Use the Batch Budget Assignment - Select Students page to select students who
have the Budget Required field set to Assgn Bdgt on the Financial Aid Info page
for the careers and terms you selected on the Create Budget Run Controls page.
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Step
Action
31.
Click in the Aid Year field.
32.
Enter the desired information into the Aid Year field. Enter "2007".
33.
At this point, you would continue to run the process to select students for batch
budget assignment just as you would any other PeopleSoft Enterprise Process
Scheduler process.
Refer to the Running Reports module for examples of running a process.
34.
After the process is complete, the Table Maintenance Options are populated on
this page. You must save the data.
Click the Save button.
35.
Now, navigate to the Batch Budget Student Review page.
Click the View Batch Budget Details link.
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Step
36.
Action
The ID field on this search page is used to select an individual student in order to
review the student's budget categories.
Click in the ID field.
37.
Enter the desired information into the ID field. Enter "FA0605".
38.
Click the Search button.
39.
Use the Batch Student Budget Review page to view the information to ensure that
the correct budget categories were selected for the student and that the right
population of students was selected during the batch selection process.
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Step
40.
Action
After you review the budget categories and student population selections on the
Batch Student Budget Review page, navigate to the Batch Budget Assignment Process Formulas page to run the Process Formula process.
Click the Assign Budgets link.
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Step
41.
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Action
Click the Process Formula link.
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Step
42.
Action
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
Enter the desired information into the Run Control ID field. Enter "FA".
43.
Click the Search button.
44.
Use the Batch Budget Assignment - Process Formulas page to assign budget
items and amounts for the budget categories assigned to students by the Stdnt Bdgt
Assign - Select process (FAPBDGTS).
This process will only affect budget categories that have a processing rule of
Formula.
Step
Action
45.
Click in the Aid Year field.
46.
Enter the desired information into the Aid Year field. Enter "2007".
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Step
47.
Action
At this point, you would continue to run the Process Formula process just as you
would any other PeopleSoft Enterprise Process Scheduler process.
Refer to the Running Reports module for examples of running a process.
48.
After the process is complete, the Table Maintenance Options are populated on
this page. You must save the data.
Click the Save button.
49.
Again, navigate to the Batch Student Budget Review page.
Click the View Batch Budget Details link.
Step
Action
50.
Click in the ID field.
51.
Enter the desired information into the ID field. Enter "FA0605".
52.
Click the Search button.
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Step
53.
Step
54.
Action
Use the Batch Student Budget Review page to review the assigned budget items
and amounts for the budget categories
Action
After you review the assigned budget items and amounts, navigate to the Batch
Budget Assignment - Process Trees and Tuition Calcs page.
Click the Assign Budgets link.
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Step
55.
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Action
Click the Process Tuition link.
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Step
Action
56.
Enter the desired information into the Run Control ID field. Enter "FA".
57.
Click the Search button.
58.
Use the Batch Budget Assignment - Process Trees and Tuition Calcs page to
assign budget items and amounts for the budget categories assigned to students by
the Stdnt Bdgt Assign - Select process (FAPBDGTS).
This process is only used for budget categories that have a processing rule of Tuition
or Trees.
Step
Action
59.
Click in the Aid Year field.
60.
Enter the desired information into the Aid Year field. Enter "2007".
61.
At this point, you would continue to run the Batch Budget Assignment - Process
Trees and Tuition Calcs process just as you would any other PeopleSoft Enterprise
Process Scheduler process.
Refer to the Running Reports module for examples of running a process.
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Step
62.
Action
After the process is complete, the Table Maintenance Options are populated on
this page. You must save the data.
Click the Save button.
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Step
63.
Action
After successfully running the process, then navigate to the Batch Budget Student
Review page.
Click the View Batch Budget Details link.
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Step
Action
64.
Click in the ID field.
65.
Enter the desired information into the ID field. Enter "FA0605".
66.
Click the Search button.
67.
Use the Batch Student Budget Review page to ensure that the budget item amount
for the selected student is accurate for those budget items determined by either
tuition calculation or budget trees.
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Step
68.
Action
Now navigate to the Batch Budget Assignments - Move Budgets page.
Click the Assign Budgets link.
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Step
69.
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Action
Click the Move Budget to Students link.
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Step
Action
70.
Enter the desired information into the Run Control ID field. Enter "FA".
71.
Click the Search button.
72.
Use the Batch Budget Assignment - Move Budgets page to move budget results to
the student's budget record in a new effective-dated row.
Step
Action
73.
Click in the Aid Year field.
74.
Enter the desired information into the Aid Year field. Enter "2007".
75.
At this point, you would continue to run the process as you would any other
PeopleSoft Enterprise Process Scheduler process.
Refer to the Running Reports module for examples of running a process.
76.
After the process is complete, the Table Maintenance Options are populated on
this page. You must save the data.
Click the Save button.
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Step
77.
Action
After successfully running the process, then navigate to the Batch Student Budget
Review page again.
Click the View Batch Budget Details link.
Step
Action
78.
Click in the ID field.
79.
Enter the desired information into the ID field. Enter "FA0605".
80.
Click the Search button.
81.
Use the Batch Student Budget Review page to ensure that the budget item is
moved successfully during the batch process.
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Step
82.
Action
After you review the Batch Student Budget Review page, navigate to the Create
Budget Run Controls page.
Click the vertical scrollbar.
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Step
Action
83.
Click the Product Related link.
84.
Click the Financial Aid link.
85.
Click the Budgets link.
86.
Click the Budget Assignment Run Control link.
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Step
87.
Action
To make changes, you must be in correction mode.
Click the Correct History option.
88.
Click the Search button.
89.
On the Create Budget Run Controls page, verify that the following career and
term combinations are present:
• Delete? check box is set to A - Delete all
• Reset? check box is set to A - Reset
• Value field is set to Y - Yes Asgn
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Step
Action
90.
Click the vertical scrollbar.
91.
Navigate to the Batch Budget Assignment - Table Maintenance page.
Click the Financial Aid link.
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Step
Action
92.
Click the Budgets link.
93.
Click the Assign Budgets link.
94.
Click the Maintain Budget Work Table link.
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Step
Action
95.
Enter the desired information into the Run Control ID field. Enter "FA".
96.
Click the Search button.
97.
Use the Batch Budget Assignment - Table Maintenance page to delete students
from the budget work table and reset the Budget Required flag on the Financial
Aid Info page in the Financial Aid Term component.
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Step
Action
98.
Click in the Aid Year field.
99.
Enter the desired information into the Aid Year field. Enter "2007".
100.
At this point, you would continue to run the table maintenance process just as you
would any other PeopleSoft Enterprise Process Scheduler process.
Refer to the Running Reports module for examples of running a process.
101.
After the process is complete, the Table Maintenance Options are populated on
this page. You must save the data.
Click the Save button.
102.
Navigate one final time to the Batch Student Budget Review page.
Click the View Batch Budget Details link.
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Step
Action
103.
Click in the ID field.
104.
Enter the desired information into the ID field. Enter "FA0605".
105.
Click the Search button.
106.
After you run the process from the Batch Budget Assignment - Table
Maintenance page, the system uses the specified delete and reset options to clean
up the budget work table.
No records are available when you click the Search button on this search page.
107.
You have successfully completed assigning budgets to students in batch.
End of Procedure.
Awarding and Packaging
Financial Aid offers a seamless interaction between online (manual) awarding, Auto Packaging,
and background Mass Packaging.
Packaging plans are used by Auto Packaging and Mass Packaging, and the awards they generate
appear on the same page you use for manual awarding. Award packages can be modified
manually after they are generated by an automated process.
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This lesson covers early decision awarding, reviewing information relevant to awarding,
awarding and packaging financial aid, repackaging, auto repackaging, award notification, and
award updating.
A note about terminology: Awarding and packaging are often used interchangeably. In this
lesson, awarding indicates the offering of one financial aid item type (award) at a time manually
to a student. Packaging refers to a process where many awards are given at one time to a student
in a financial aid award package. Packaging is driven by rules predefined by the U.S. Department
of Education and/or your institution through packaging plans.
To make early financial aid offers to students, use award categories instead of specific awards.
Using award categories enables you to give "early decision" students an idea of what types of
financial aid they may receive without committing to exact awards. Because you define the
categories as you award early decision offers, you can decide what categories work for your
institution. For example, you may use categories for loans, scholarships, work-study, and grants.
When you award actual financial aid monies to the student, you must award specific financial aid
item types using one of the methods of awarding or packaging.
Prior to awarding or packaging students, review information for selecting awards for these
students, such as aggregate aid limits, restricted aid awards, and the student’s status in the
financial aid cycle. You can view aggregate aid information by aggregate area, such as Perkins or
Stafford. If your institution uses NSLDS totals for the federal Stafford Subsidized, Unsubsidized,
Perkins, Pell and SEOG programs, ensure that NSLDS data has been correctly loaded and pushed
to the aggregate tables for direct use by the awarding and packaging processes. NSLDS totals are
pushed to a specific aid year and you can override them on the Incoming Aggregate Aid
component. You can also view a summary of aggregate aid for a student or look at aggregate
information by institution. Use inquiry pages to monitor a process used to award restricted aid to
students. Graduate departments that award merit-based aid probably use the Restricted Aid
pages. These pages provide information about the progress of the restricted aid awarding cycle so
committee members can enter their final decision including the restricted aid award amount. This
information can then be used to enter the restricted aid award for a student.
The Financial Aid Status page includes information about the status of the financial aid
application, the student's institutional or federal verification status, a student’s Satisfactory
Academic Progress (SAP) status, and information related to packaging. Use the fields on the
Financial Aid Status to stop the awarding process if appropriate parameters are established. For
example, you may want to award federal awards only if the student is meeting SAP or not to
package students who are determined not "ready to package." To change a value on the Financial
Aid Status page for a group of students, use Population Update to set a field to the desired value.
In addition to the fields on the Financial Aid Status page, there are links to other pages that
enable you to review and, in some cases, make changes to a student’s information. These other
pages contain Financial Aid Term (FA Term) summary information, ISIR data, database match
information, the student’s financial need calculated with federal and institutional methodology
(FM and IM), Pell processing information, Pell eligibility calculation overrides, restricted aid
information, and the current financial aid award package information.
After reviewing the information, you are ready to award and package students. You can manually
award online one student at a time entering awards one by one, or you can use one of two
automated processes to package students individually or in a group. Auto Packaging is done
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online at the student level and uses a packaging plan (a set of institutionally defined rules for
awarding) to award a student. After Auto Packaging has generated a financial aid award package
for the student, you can make manual changes to those awards in the student's package prior to
saving the information. Mass Packaging is a background process for packaging groups of students
using one or more packaging plans. With Mass Packaging, you use a query definition to select
your student population based on the selection criteria tied to the packaging plan. The system then
assigns the appropriate packaging plan to each student. Finally, you initiate the Mass Packaging
routine, which packages groups of students based on the packaging plan to which they were
assigned. At each step, you can further define your targeted populations by removing individual
students from the selection or packaging plan assignment process.
A validation process must be performed to check that all federal eligibility rules, aggregate aid
limits, fiscal fund balances and rules, award rules and limits, and packaging plan rules are met. In
Mass Packaging and Auto Packaging, this is done when the award package is generated. For
manual awarding, click the Validate button to initiate the validation process.
Once a student has been packaged, they can be notified of their award package by a financial aid
award notification (FAN). To generate a FAN, assign a communication to a student and use your
choice of mail merge software. If awards change for a student, multiple FAN letters can be sent.
After you package a student, there might be considerable changes to the student's financial
situation which might require the student to be repackaged. Repackaging is a new feature in
People Soft 9.0 that reevaluates awards and maintains a package that adheres to the packaging
philosophy of your institution.
If a student declines the financial aid offered or declines a category of aid, such as loans, you can
make these changes using a mass action. Mass actions allow you to accept, cancel, or decline all
or specific categories of aid.
After a student has been packaged, and throughout the aid year, you can view summary
information regarding the student's awards and the disbursement of those awards. You can also
review anticipated aid to see which awards have not been disbursed.
One important source of Financial aid is external awards. An external award can be defined as
any award detail that is managed outside the realm of the Student Administration Financial Aid
Packaging feature. Various data sources update the core set of External Award Staging tables.
After external award data or transactions update the staging tables, a separate External Award
Load process is run to determine whether and how the external award data is to update the student
award tables. The result of the External Award Load process updates the processing status field
that is maintained for each external award transaction.
Students can report external awards using self-service pages. Such awards can be reviewed and
updated using the Manage External Awards Data component.
Prerequisites
Although you can award students manually, it is most efficient to package financial aid awards
with Auto Packaging and/or Mass Packaging. You are encouraged to set up the parameters
needed for Auto Packaging and Mass Packaging.
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For manual awarding—assigning individual awards to students, one student at a time—you must
set up your defaults (installation defaults and aid processing rule sets), financial aid item types,
aggregate aid limits, disbursement plans and disbursement split codes, award adjustment reasons,
and award messages for Financial Aid Notification letters.
Upon completion of this lesson, you will be able to:
• Enter other educational resource information.
• View student packaging status.
• Update incoming aggregate aid information.
• View aggregate aid summary and aid by school.
• Manually award financial aid.
• Manage external awards.
• Auto package financial aid.
• Revise awards.
• Repackage an individual student.
• View anticipated aid.
• Expire anticipated aid.
• View award activity.
• View award notification summary.
• View the annual award summary.
Entering Other Educational Resource Information
The Educational Resources page allows you to enter information about other resources that
provide financial aid to students. The Veteran’s Education Benefits page enables you to enter
the amount a student receives from the Montgomery GI Bill/AmeriCorps programs for all
appropriate award periods. You can also indicate if you want this amount to print on the Financial
Aid Notification letter.
In this topic, you will enter veteran's educational aid information for a student.
Procedure
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Step
1.
Action
Begin by navigating to the Veteran's Education Benefits page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the Award Processing link.
4.
Click the Identify Education Resources link.
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Step
Action
5.
Click in the ID field.
6.
Enter the desired information into the ID field. Enter "FARPK0002".
7.
In the Academic Institution field, you verify that your institution is listed.
In this topic, use the default information.
8.
Enter the desired information into the Aid Year field. Enter "2007".
9.
Click the Search button.
10.
Use the Veteran's Education Benefits page to enter the amount a student receives
from the Montgomery GI Bill/AmeriCorps programs. Be sure to enter amounts for
all appropriate award periods.
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Step
11.
Action
Use the Montgomery GI Bill/AmeriCorps field to enter the amount of money a
student will from veteran's benefits.
Enter the desired information into the Montgomery GI Bill/AmeriCorps field.
Enter "1917".
12.
Use the Montgomery GI Bill/AmeriCorps field to enter the amount of money a
student will from veteran's benefits.
Click the Print as Other Resource option.
13.
You have successfully entered educational resource information.
End of Procedure.
Viewing Student Packaging Status
The Packaging Status Summary page provides a summary of the wide variety of information
the Packaging routine uses. It includes federal and institutional verification status, disbursement
hold, satisfactory academic progress, and packaging information. This page provides links to
access other pages to view ISIR and term information, database matches, student cost of
attendance and need, and Pell information.
In this topic, you will view a student's packaging status to determine the stage in the awarding
process.
Procedure
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Step
1.
Action
Begin by navigating to the Packaging Status Summary page.
Click the Financial Aid link.
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Step
2.
Action
Click the View Packaging Status Summary link.
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Step
Action
3.
Enter the desired information into the ID field. Enter "FARPK0003".
4.
Click the Search button.
5.
The Packaging Status Summary page provides a summary of the wide variety of
information the Packaging routine uses. It includes federal and institutional
verification status, disbursement hold, satisfactory academic progress, and
packaging information.
6.
The student's EFC Status represents data from the financial aid application. The
status can be Official, Rejected, or Unofficial.
7.
The Aid Processing Status field indicates where the student is in the awarding
process.
8.
The Aid Application Status field indicates whether the student’s financial aid
application is available for financial aid processing. The values are: Active,
Cancelled, and Restricted.
Step
Action
9.
Click the TERM link.
10.
Use the Financial Aid Status Term Information page to view the student's term,
career, and other term information.
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Step
11.
Action
Click the Return link.
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Step
Action
12.
Click the ISIR Information link.
13.
Use the ISIR Information page to view information from the student’s most
recently loaded ISIR and information from Campus Community.
Step
14.
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Action
Click the Return link.
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Step
Action
15.
Click the Database Matches link.
16.
Use the Database Matches page to review or manually override a student's status
for the U.S.E.D. federally required database matches (populated by the ISIR data
load process).
17.
You can select the Override check box next to a database match value to override
the federally reported match value. This indicates that you have made a professional
judgement decision and want the system to award and disburse federal financial aid
for this student.
18.
Select the PLUS Override check box to define those dependent undergraduates
who are eligible for additional Unsubsidized Stafford Loan funds because their
parents are deemed a credit risk or for professional judgement reasons. By selecting
this check box, the packaging process does not award a PLUS loan and allows a
dependent undergraduate student to become eligible for additional Unsubsidized
Stafford Loan funds.
19.
Select the HEAL Eligible check box to increase Stafford loan limits for eligible
health professional candidates.
20.
Select the Title IV Fund Eligibility check box to identify students who are eligible
for Title IV funds. If you clear the check box, the system does not award federal aid
to the student.
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Step
21.
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Action
Click the OK button.
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Step
Action
22.
Click the Need Summary link.
23.
Use the Need Summary page to view the student's cost of attendance and need,
calculated with both federal and institutional methodologies.
Step
24.
Action
Click the Return link.
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Step
Action
25.
Click the PELL link.
26.
Use the Pell Information page to review Pell information or to initiate Pell Payment
processing for a student if they have received a Pell Grant award.
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Step
27.
Action
Click the OK button.
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Step
Action
28.
Click the PELL Calculation Override link.
29.
Use the PELL Eligibility Calculation Student Override page to override your
institutional Pell eligibility calculation setup for a student.
Step
Action
30.
Click the OK button.
31.
You have successfully viewed student packaging status.
End of Procedure.
Updating Incoming Aggregate Aid Information
Use the Aggregate Aid Data page to ensure that a student does not exceed annual and lifetime
limits for certain award programs.
This page displays the student's aggregate data and also allows you to enter external aid received
and update lifetime total amounts for each aggregate area, cumulated by aid year.
The page is updated by internal awarding and packaging processes as well as your manual entries.
Be sure to enter all external aid for the corresponding aid year to ensure that proper annual limits
are evaluated during the awarding and packaging process. This is especially important for a
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student who is a mid-year transfer student and has received aid from another institution. All
current year aid must be assessed to determine eligibility of remaining annual level limits. This is
required regardless of how Aggregate Source is set for the student. This page also displays the
corresponding NSLDS aggregate total for possible use during the awarding and packaging
process.
In this topic, you will update incoming aggregate aid information.
Procedure
Step
1.
Action
Begin by navigating to the Aggregate Aid Data page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the Update Incoming Aggregates link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FAAG0004".
5.
Click the Search button.
6.
Use the Aggregate Aid Data page to view or update lifetime total amounts for each
aggregate area.
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Step
7.
Action
Use the Aggregate Aid Data field to enter an aggregate area.
The available options in this field include all of the aggregate areas you have
established on the Aggregate Aid Limit page.
Scroll to view aggregate aid posted to other aid years.
Enter the desired information into the Aggregate Area field. Enter "STAFFORD".
8.
Click the Add Row button.
9.
Use the Aggregate Level field to select an aggregate level that corresponds with the
external award data entered for the student.
Enter the desired information into the Aggregate Level field. Enter "G2".
10.
Click in the School Code field.
11.
Use the School Code field to select a school code that corresponds with the external
award data entered for the student.
Enter the desired information into the School Code field. Enter "00102".
12.
Click in the Award Amount field.
13.
Enter the desired information into the Award Amount field. Enter "55000.00".
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Step
Action
14.
Click the Save button.
15.
You have successfully updated aggregate aid information.
End of Procedure.
Viewing Aggregate Aid Summary and Aid by School
Use the Aggregate Summary and the Aggregates by School pages to review a student's
aggregate aid summary and review aggregate aid by school.
You may determine if aggregate aid from a particular institution has been entered or if the student
has received aggregate aid from more than on institution.
In this topic, you will view an aggregate aid summary and view aid by school.
Procedure
Step
1.
Action
Begin by navigating to the Aggregate Summary page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the View Aggregate Aid link.
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Step
Action
4.
Click in the ID field.
5.
Enter the desired information into the ID field. Enter "FAAG0004".
6.
Click the Search button.
7.
Use the Aggregate Summary page to review a student's aggregate aid summary.
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Step
Action
8.
Click the Aggregates by School tab.
9.
Use the Aggregates by School page to check if aggregate aid from a particular
institution has been entered or if the student has received aggregate aid from more
than on institution.
10.
You have successfully viewed an aggregate aid summary and viewed aid by school.
End of Procedure.
Manually Awarding Financial Aid
Use the Student Aid Package page to manually award aid by populating the tabs on the page and
inserting additional rows of awards as desired.
To populate the Offered amount for an award, leave the Offered field at zero and validate the
award.
For example, to let the Validation process determine the correct Pell Grant amount for a student,
enter the Pell Grant financial aid item type, leave the offer amount at zero, and click the Validate
button.
During validation, the Pell Grant amount is calculated based on the student's eligibility and
institutional rules. This amount is returned to the page along with the scheduled disbursements.
After you have entered all awards for a student, run the Validation process before you can post
the awards to the award tables.
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Validation checks that the student is eligible for the awards entered and that no packaging rules
have been violated, such as minimum and maximum award limits, aggregate limits, fiscal fund
availability, federal eligibility, and financial aid item type rules. Validation may reduce an award
amount or set an award amount to zero to comply with rules and limits. Validation must be
successful before the Posting routine can be run. Posting is the final step when you are manually
awarding students.
In this topic, you will award financial aid manually.
Procedure
Step
1.
Action
Begin by navigating to the Student Aid Package page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the Assign Awards to a Student link.
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Step
Action
4.
Click in the ID field.
5.
Enter the desired information into the ID field. Enter "FA0605".
6.
Click the Search button.
7.
Use the Student Aid Package page to manually award aid by populating the tabs on
the page and inserting additional rows of awards as desired.
8.
After you enter all awards for a student, you must run the Validation process before
you can post the awards to the award tables.
Validation must be successful before the Posting routine can be run.
Use the Validate button to run the validation process.
9.
Posting is the final processing step when you manually award students.
Use the Post button to start the posting process.
10.
The sequence number is automatically assigned in increments of ten when awards
are entered.
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Step
11.
Action
Before you manually award the student, verify the need summary.
Click the Need Summary tab.
12.
Use the Need Summary page to view the student’s Cost of Attendance (COA),
Expected Family Contribution (EFC), federal and institutional need, federal and
institutional award totals, need-based aid award totals, federal methodology (FM)
and institutional methodology (IM) special need/cost aid award totals, unmet need,
and unmet COA.
13.
The student has an unmet need of 7965 USD.
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Step
14.
Action
You will navigate back to the Student Aid Package page and manually generate an
award for the student.
Click the Student Aid Package tab.
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Step
Action
15.
Click in the Action field.
16.
Enter the desired information into the Action field. Enter "O".
17.
Click in the Item Type field.
18.
Enter the desired information into the Item Type field. Enter "900000000006".
19.
Click in the Offered field.
20.
Enter the desired information into the Offered field. Enter "1500.00".
21.
Accept the default Disb Plan (disbursement plan) and Split Code (split code) or
enter another disbursement
plan or split code.
22.
Enter the desired information into the Disb Plan field. Enter "01".
23.
Click the Validate button.
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Step
24.
Action
You will receive a message which advises you that the award validation was
successfully completed.
Click the Save button.
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Step
25.
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Action
Click the Post button.
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Step
26.
Action
You will receive a message which advises you that the award posting was
successfully completed.
Click the Save button.
Step
Action
27.
Click the Need Summary tab.
28.
After the award is posted, the student's unmet need is reduced from 7965 to 6465, a
difference of 1500 USD.
29.
You have successfully awarded financial aid manually.
End of Procedure.
Managing External Award Data
Use the Manage Student External Awards page to view and update student reported aid and
other external award transactions.
By default, all student reported external award transactions are set to Reported processing status.
Because external awards with Reported status cannot be loaded into the Student Awards table,
you must review all transactions and assign the Unprocessed status before calling the External
Award Load process.
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In this topic, you will view and load student reported external awards.
Procedure
Step
1.
Action
Begin by navigating to the View Self Reported Aid page.
Click the Financial Aid link.
2.
Click the Awards link.
3.
Click the External Awards link.
4.
Click the View Self Reported Aid link.
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Step
Action
5.
Click in the Academic Institution field.
6.
Enter the desired information into the Academic Institution field. Enter "PSUNV".
7.
Click in the Aid Year field.
8.
Enter the desired information into the Aid Year field. Enter "2007".
9.
Click the Processing Status list.
10.
Click the Reported list item.
11.
Click the Search button.
12.
Use the Self Reported Student List page to view external awards reported by
students.
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Step
13.
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Action
Click the FAEA1105 link.
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Step
Action
14.
Click the Award Summary tab.
15.
Use the Award Summary page to estimate or anticipate the possible impact of an
external award on a student's award package.
Step
Action
16.
Click the External Awards tab.
17.
Use the Manage Student External Award Data page to view all external award
transactions for this ID. You can update the external award transaction until it has a
status of Processed or Adjusted.
18.
All student reported external awards are assigned the Reported status by default.
You must change the status to Unprocessed before clicking the Load button.
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Step
Action
19.
Click the Status list.
20.
Click the Unprocessed list item.
21.
Click the Award tab.
22.
Click in the Item Type field.
23.
Enter the desired information into the Item Type field. Enter "900000000443".
24.
Click in the Description field.
25.
Enter the desired information into the Description field. Enter "YMCA".
26.
Click the Fin Aid Type list.
27.
Click the Scholarship list item.
28.
Click in the Amount field.
29.
Enter the desired information into the Amount field. Enter "600.00".
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Step
Action
30.
Click the Status tab.
31.
Click the Comments link.
32.
Use the Enter comments for this award page to add comments on the student
reported self-service awards.
Step
Action
33.
Click in the Comments field.
34.
Enter the desired information into the Comments field. Enter "Thank you for
providing your scholarship details.".
35.
Click the Visible in Self Service option.
36.
Click the OK button.
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Step
37.
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Action
Click the Load button.
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Step
38.
Step
Action
Click the Save button.
Action
39.
Click the Award Summary tab.
40.
The student reported award is now visible on the Award Summary page.
41.
You have successfully viewed and updated the student's award package with student
reported self-service external award.
End of Procedure.
Auto Packaging Financial Aid
Auto Packaging assigns awards to a student based on the rules of the selected packaging plan.
To use the Student Aid Package page for Auto Packaging, you need established packaging plans
Auto Packaging awards for you.
When you Auto Package a student, the process assigns awards based on the selected packaging
plan and validates all awards. Validation checks eligibility, packaging or financial aid item type
rules for minimum and maximum award limits, aggregate limits, fiscal fund availability, and
federal eligibility. Validation may reduce an award amount or set an award amount to zero to
comply with rules and limits. After Auto Packaging, if you make no changes to the awards, you
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can post the awards to the award tables directly. If you do make manual changes after you Auto
Package, validate all the awards (using the Validate button) to ensure the student is still eligible.
In this topic, you will auto package financial aid for a student.
Procedure
Step
1.
Action
Begin by navigating to the Student Aid Package page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the Assign Awards to a Student link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FAPK0131".
5.
Verify that your institution's information appears. For this exercise, accept the
default.
6.
Verify that the Aid Year information is correct.
7.
Click the Search button.
8.
The Student Aid Package page provides the ability to either use auto packaging or
online manual awarding to award Financial Aid to a student.
Auto Packaging can be combined with online manual awarding in the same
awarding session.
In this topic, we are going to use the page to perform auto packaging only.
9.
The Career field shows the active career for the student to be used for packaging at
this time. If the student only has one career, it is defaulted into the field.
Once you select a career, do not change this field until after you click the Post
button or the Reset button. This prevents you from changing awards for more than
one career at a time.
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Step
Action
10.
Click in the Packaging Plan ID field.
11.
Packaging plans are used to group Financial Aid awards together for particular
students.
You can select Packaging Plan IDs from the Search Results table. Only packaging
plan IDs that match the student’s career are available.
Enter the desired information into the Packaging Plan ID field. Enter
"FEDERAL".
12.
The auto packaging process assigns awards based on the selected packaging plan
and validates the awards all at once. If a student is not eligible for an award in the
packaging plan, the award amount is set to zero, and a message link is available. If
non-zero awards are returned a disbursement link appears displaying the scheduled
disbursements for the award.
Click the Retrieve button to run auto packaging. The awards associated with the
packaging plan appear in the Award and Status tabs.
Click the Retrieve button.
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Step
Action
13.
Click the Save button.
14.
Review the awards that were retrieved by the auto packaging process when you
clicked the Retrieve button.
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Step
15.
Action
Once you have retrieved and validated awards, using auto packaging, you must post
the awards to the account.
Click the Post button.
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Step
Action
16.
Click the Save button.
17.
You have successfully completed auto packaging financial aid for a single student.
End of Procedure.
Revising Awards
Use the Student Aid Package page to revise an award.
After you have revised the award for a student, you must run the Validation process successfully
before you can post the awards to the award tables.
Posting is the final step when you revise an award.
In this topic, you will revise a student's financial aid award.
Procedure
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Step
1.
Action
Begin by navigating to the Student Aid Package page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the Assign Awards to a Student link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0632".
5.
Click the Search button.
6.
Use the Student Aid Package page to revise an award.
After you have revised the award for a student, you must run the Validation process
before you can post the awards to the award tables.
Validation must be successful before the Posting routine can be run.
Posting is the final processing step when you revise an award.
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Step
Action
7.
Click in the Action field.
8.
Enter the desired information into the Action field. Enter "O".
9.
Click in the Offered field.
10.
Enter the desired information into the Offered field. Enter "2500.00".
11.
Click the Validate button.
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Step
12.
Action
Click the Save button.
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Step
13.
Step
Action
Click the Post button.
Action
14.
Click the Save button.
15.
You have successfully revised a student's financial aid award.
End of Procedure.
Repackaging an Individual Student
Use the Student Aid Package to repackage an individual student.
Repackaging is a new feature in People Soft 9.0 that reevaluates awards and maintains a package
that adheres to the packaging philosophy of your institution.
The Repackaging process consists of multiple repackaging plans. You define repackaging plans
first, and as part of each plan, you insert one or more repackaging rules.
You can resolve overaward and unmet need conditions and validate Pell Grant eligibility using
these repackaging plans.
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The basic repackaging rules and uses are:
• Increase - Insert new awards into the student's existing package to fill unmet need.
• Decrease - Reduce one or more awards in the student's package to address an overaward
condition.
• Original Package Plan - Use the Packaging plan most recently used to repackage this student.
• Validate entire package - Reconsider the student's entire set of awards for continued eligibility
and award amount.
• Validate item type - Reconsider a specific award for the student for continued eligibility and
award amount.
In this topic, you will repackage an individual student using the Increase rule, Decrease rule, and
Validate Item Type rule.
Procedure
Step
1.
Action
Begin by navigating to the Student Aid Package page.
Click the Financial Aid link.
2.
Click the Awards link.
3.
Click the Assign Awards to a Student link.
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Step
Action
4.
Click in the ID field.
5.
Enter the desired information into the ID field. Enter "FARPK0003".
6.
Click the Search button.
7.
Use the Student Aid Package page to examine the item types adjusted by a
repackaging plan.
8.
Use the Repackaging Plan ID field to select a repackaging plan.
9.
Use the Repackage button to have the system return award results and
corresponding disbursement plan and split code data.
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Step
Action
10.
Click the Need Summary tab.
11.
Use the Need Summary page to view need summary information for a student.
12.
The unmet need of the student before repackaging is 5,000 USD.
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Step
13.
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Action
Click the Student Aid Package tab.
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Step
Action
14.
Click in the Repackaging Plan ID field.
15.
You will repackage the student using the INC_RIT repackaging plan which is based
on the Increase rule.
Enter the desired information into the Repackaging Plan ID field. Enter
"INC_RIT".
16.
Click the Repackage button.
17.
The repackaging plan, INC_RIT has inserted the item type, Repackaging
Scholarship for 3,366 USD to reduce the student’s unmet need.
18.
Click the Need Summary tab.
19.
The student’s unmet need is now reduced from 5,000 USD to 0 USD after running
the Increase rule.
Step
20.
Action
You will now repackage a student with an overaward condition.
Click the Assign Awards to a Student link.
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Step
Action
21.
Click in the ID field.
22.
Enter the desired information into the ID field. Enter "FARPK0001".
23.
Click the Search button.
24.
The Student Aid Package page lists the item types and their amount before
repackaging.
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Step
Action
25.
Click the Need Summary tab.
26.
The student has an overaward of 10,000 USD.
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Step
27.
Step
Action
Click the Student Aid Package tab.
Action
28.
Click in the Repackaging Plan ID field.
29.
You will use the DECREASE repackaging plan based on the Decrease rule to
resolve the student's overaward condition.
Enter the desired information into the Repackaging Plan ID field. Enter
"DECREASE".
30.
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Click the Repackage button.
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Step
31.
Action
Read the text and validate the message to check if the award validation process was
successful.
Click the Save button.
32.
After repackaging, the student's Unsub Staff Sem is reduced from 2,625 USD to 0
USD.
33.
The FASS Loan is reduced from 10,000 USD to 8,700 USD.
34.
And the PLUS Loan is reduced from 6,075 USD to 0 USD.
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Step
Action
35.
Click the Need Summary tab.
36.
The student's overaward amount is reduced from 10,000 USD to 0 USD, thus
resolving the overaward condition.
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Step
37.
Action
You will now validate the Pell Grant eligibility of a student.
Click the Assign Awards to a Student link.
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Step
Action
38.
Click in the ID field.
39.
Enter the desired information into the ID field. Enter "FARPK0089".
40.
Click the Search button.
41.
The student's current Federal Pell Grant is 4,050 USD. You will run the
VALITEMTYP repackaging plan to validate if the student is eligible for this Pell
amount.
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Step
Action
42.
Click the Need Summary tab.
43.
The student is over awarded by 1,357 USD.
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Step
44.
Step
Action
Click the Student Aid Package tab.
Action
45.
Click in the Repackaging Plan ID field.
46.
The VALITEMTYP repackaging plan is based on the Validate Item Type rule. Use
this repackaging plan to validate the student's Pell eligibility. This plan will reduce
the student's Pell amount to resolve the overaward condition if the student is not
eligible.
Enter the desired information into the Repackaging Plan ID field. Enter
"VALITEMTYP".
47.
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Click the Repackage button.
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Step
48.
Action
Read the text and validate the message to check if the award validation process was
successful.
Click the Save button.
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Step
49.
Action
View the reason for reducing the Pell Grant item type.
Click the Message link.
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Step
50.
Action
Click the Return link.
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Step
51.
Action
View the action taken by the system on Perkins Loan.
Click the Message link.
Step
52.
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Action
Click the Return link.
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Step
53.
Action
Examine the status of the Repackaging Scholarship item type.
Click the Message link.
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Step
54.
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Action
Click the Return link.
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Step
Action
55.
Click the Need Summary tab.
56.
The student's overaward condition is resolved.
57.
You have successfully repackaged students using the Increase, Decrease, and
Validate Item Type rules.
End of Procedure.
Viewing Anticipated Aid
Use the Anticipated Aid by Term and the Anticipated Aid by Item Type pages to view the
awards that have been designated as anticipated aid.
You can view the awards that have been designated as anticipated aid.
When each financial aid item type is defined, one of the choices you make is whether this aid
should be reflected on a student’s account in Student Financials as anticipated aid before the
actual disbursement of the aid.
You can also see if financial aid awards have been disbursed to students for any term in the aid
year.
In this topic, you will review anticipated aid by item type and you will review anticipated aid by
term.
Procedure
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Step
1.
Action
Begin by navigating to the View Anticipated Aid by Term page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the View Anticipated Aid Item Type link.
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Step
Action
4.
Click in the ID field.
5.
Enter the desired information into the ID field. Enter "FA0603".
6.
Click the Search button.
7.
Use the Anticipated Aid by Item Type page to review the anticipated aid for a
particular award financial aid item type.
Only financial aid item types that are designated as anticipated aid at the FA item
type level are displayed on this page.
8.
Select Show Active Aid Only to view active anticipated aid awards only.
Clear to view all anticipated aid awards (active and expired).
When you first enter this page, this check box is cleared.
9.
Career indicates the career associated with this disbursement plan.
If the student is a multi-career student, use the scroll arrows to view other
disbursement plan/career combinations for this financial aid item type.
10.
The Disbursement ID field indicates the individual disbursement ID for this
anticipated aid award.
The page displays award information by disbursement ID, instead of by term or aid
year.
Use the scroll arrows to view other disbursement IDs for this financial aid item type.
11.
The As of Date/Time field indicates the date and time when the anticipated aid was
last updated.
As changes are made, new rows are added with different dates and times.
Use the scroll arrows to view additional changes to this award.
12.
The Apply Dt (apply date) field indicates the date the award can be applied to the
student’s account as anticipated aid.
This date is based on the disbursement date of the disbursement ID.
13.
The Expire Dt (expire date) field displays the last date the award is applied as
anticipated aid to the student's account.
Once this date has passed, the award is not reflected as anticipated aid for the term
unless you change the expire date by modifying the Anticip Aid Expiration Days
field on the FA Item Type 3 page and then re-awarding the student this item type.
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Step
14.
Action
The Net Award field indicates the net amount to be disbursed to the student for the
term for this financial aid item type.
If this amount is zero, the award has been disbursed.
Step
15.
Action
Click the View Anticipated Aid by Term link.
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Step
Action
16.
Click the Search button.
17.
Click the 0580 link.
18.
Use the Anticipated Aid by Term page to review the anticipated aid for a student
by term.
Only financial aid item types that are designated as anticipated aid are displayed on
this page.
19.
The Apply Dt (apply date) field indicates the date the award can be applied to the
student’s account as anticipated aid.
This date is based on the disbursement date of the disbursement ID.
20.
The Expire Dt (expire date) field indicates the last date the award is applied as
anticipated aid to the student's account.
Once this date has passed, the award is not reflected as anticipated aid for the term
unless you change the expire date by modifying the Anticip Aid Expiration Days
field on the FA Item Type 3 page and then re-awarding the student with this item
type.
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Step
21.
Action
The Net Award Amount field displays the net amount to be disbursed to the student
for the term for this financial aid item type.
If this amount is zero, the award has been disbursed.
22.
The Total Active Anticipated Aid field displays the total amount of anticipated aid
that is still active for the student for the term.
This is the sum of the net award amounts for any financial aid item type that has not
expired.
23.
You have successfully reviewed anticipated aid by item type and reviewed
anticipated aid by term.
End of Procedure.
Expiring Anticipated Aid
Use the Expire Anticipated Aid page to view the student's anticipated aid for a particular term.
Only financial aid item types that are designated as anticipated aid are displayed on this page.
You can then expire the anticipated aid for any financial aid item type displayed.
In this topic, you will expire anticipated aid for a student.
Procedure
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Step
1.
Action
Begin by navigating to the Expire Anticipated Aid page.
Click the Financial Aid link.
Step
Action
2.
Click the Awards link.
3.
Click the Award Processing link.
4.
Click the Expire Anticipated Aid link.
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Step
Action
5.
Click in the ID field.
6.
Enter the desired information into the ID field. Enter "FAPK0131".
7.
Click the Search button.
8.
Click the FAPK0131 link.
9.
Use the Expire Anticipated Aid page to select individual financial aid item types to
expire for a student.
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Step
Action
10.
Click the 900000000105 option.
11.
Click the Expire Anticipated Aid button.
12.
After you have expired the aid, an asterisk appears at the end of the line for that aid
item type.
13.
You have successfully expired anticipated aid for a student.
End of Procedure.
Viewing Award Activity
As financial aid is packaged, adjusted, and disbursed, all activity associated with those actions is
recorded.
In this topic, you will use the Award Activity, Award Detail and FA Term Data pages to
review changes to a student's financial aid package.
Procedure
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Step
1.
Action
Begin by navigating to the Award Activity page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the View Award Activity link.
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Step
Action
4.
Click in the ID field.
5.
Enter the desired information into the ID field. Enter "FA0711".
6.
Click the Search button.
7.
Use the Award Activity page to review changes to a student’s award by financial
aid item type.
Step
Action
8.
Click the Award Detail link.
9.
Use the Award Activity Detail page to view more information about the student's
award, action reason, as well as cost of attendance information.
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Step
Action
10.
Click the Term Detail link.
11.
Use the FA Term Data page to review the FA Term information used to award the
financial aid item type to the student.
12.
You have successfully used the Award Activity, Award Detail and FA Term Data
pages to review changes to a student's financial aid package.
End of Procedure.
Viewing Award Notification Summary
Use the Award Notification Summary page to a review award letters for a student.
Once a student has been packaged, they can be notified of their award package by a financial aid
award notification (FAN). To generate a FAN, assign a communication to a student and use your
choice of mail merge software. If awards change for a student, multiple FAN letters can be sent.
If a student declines the financial aid offered or declines a category of aid, such as loans, you can
make these changes using a mass action. Mass actions allow you to accept, cancel, or decline all
or specific categories of aid.
In this topic, you will view the award notification summary for a student.
Procedure
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Step
1.
Action
Begin by navigating to the Award Notification Summary page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the Award Notification Summary link.
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Step
Action
4.
Click in the ID field.
5.
Enter the desired information into the ID field. Enter "FA0605".
6.
Click the Search button.
7.
Use the Award Notification Summary page to review award letters for a student.
8.
To use the Preview link, you must load the Get Post Script Viewer program. This
program is freeware. You must load the GSVIEW and the GNU GHOSTSCIPT
programs.
9.
You have successfully viewed the award notification summary.
End of Procedure.
Viewing the Annual Award Summary
Use the Award Summary page to review annual award summary.
You can view a student’s awards and the offered, accepted, authorized for disbursement, and
disbursed amounts for each award.
In this topic, you will review the annual award summary.
Procedure
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Step
1.
Action
Begin by navigating to the Award Summary page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the View Term Award Summary link.
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Step
Action
4.
Click in the ID field.
5.
Enter the desired information into the ID field. Enter "FA0711".
6.
Click the Search button.
7.
Use the Award Summary page to view amounts for the entire aid year.
Authorized and disbursed amounts may not be equal to the accepted amount if you
have not disbursed all terms.
Step
Action
8.
Click the Horizontal scrollbar.
9.
Click the Award Detail link.
10.
Use the Award Detail page to view the disbursement plan and split code for an
individual award, as well as details about a disbursement ID.
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Step
Action
11.
Click the Return link.
12.
Amounts in the TOTAL row are totals for the student’s entire financial aid package.
13.
You have successfully reviewed an annual award summary.
End of Procedure.
Authorizing and Disbursing Financial Aid
Although you generally run authorization and disbursement for many students as a background
process, you can use the Disburse Aid page to authorize and disburse aid online for an individual
student.
You can authorize and disburse all aid for a term or for a particular award for the term.
You authorize each award individually.
Upon completion of this lesson, you will be able to:
• Manually disburse financial aid.
• Review Financial Aid authorizations and disbursements.
Manually Disbursing Financial Aid
Use the Disburse Aid page to display all of the student’s financial aid awards for the selected
term. You can only disburse aid for one term at a time. This help prevents disbursing aid for
subsequent terms unintentionally.
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The financial aid award must have a status of Accepted for the Authorization button to be
available.
In this topic, you will display a student's financial aid awards for a selected term.
Procedure
Step
1.
Action
Begin by navigating to the Disburse Aid page.
Click the Financial Aid link.
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Step
2.
Action
Click the Disburse Aid link.
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Step
Action
3.
Click in the ID field.
4.
Enter the desired information into the ID field. Enter "FA0806".
5.
Click in the Aid Year field.
6.
Enter the desired information into the Aid Year field. Enter "2007".
Step
7.
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Action
Click in the Term field.
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Step
Action
8.
Enter the desired information into the Term field. Enter "0582".
9.
Click the Search button.
10.
Use the Disburse Aid page to authorize and disburse aid manually for a single
student, one award at a time.
11.
Click the Authorization button to run the authorization process for the
disbursement ID of a specific financial aid item type for the displayed term.
Authorization uses global and financial aid item type disbursement rules to
determine if the award can be authorized.
If authorization is not successful, the process generates a message explaining the
reason for failure. If authorization fails, your institution's business processes
determine whether any corrective action is required by the student, financial aid
office, or another department to resolve the failure.
After authorization is successful, the Disbursement button becomes available.
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Step
Action
12.
Click the Authorization button.
13.
Click the Disbursement button to disburse a specific financial aid item type for the
term.
This button is only available for use after successful authorization of the award.
Click this button to start a disbursement program and send a “quick post” of funds to
the student’s account in Student Financials.
If the student does not already have a student account set up, sending the
disbursement also establishes the student's account.
14.
Click the Disbursement button.
15.
You have successfully manually disbursed financial aid to a student.
End of Procedure.
Reviewing Financial Aid Authorization and Disbursement
Use the Student Authorize/Disburse page to review a student's authorization and disbursement
activity by term.
The page displays only the awards that you have authorized or tried to authorize.
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In this topic, you will view the authorization and disbursement activity for a student.
Procedure
Step
1.
Action
Begin by navigating to the Student Authorize/Disburse page.
Click the Financial Aid link.
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Step
Action
2.
Click the Disbursement link.
3.
Click the View Disbursement Status link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FAIV0046".
5.
Click in the Aid Year field.
6.
Enter the desired information into the Aid Year field. Enter "2007".
Step
7.
Action
Click in the Term field.
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Step
Action
8.
Enter the desired information into the Term field. Enter "0565".
9.
Click the Search button.
10.
Use the Student Authorize/Disburse page to review a student's authorization and
disbursement activity by term. The page displays only the awards that you have
authorized or tried to authorize.
11.
The Disb ID field displays the disbursement ID for the award that occurs within the
selected term.
If the award has more than one disbursement that occurs within the term, and these
disbursement IDs have been authorized, use the scroll arrows to view the other
disbursement IDs.
12.
The Disb Plan field displays the disbursement plan associated with the award.
13.
The Offer field displays the award amount offered by the financial aid office to the
student when the student was packaged.
14.
The Accept field displays the award amount that the student has accepted.
15.
The Auth field displays the total amount that has been authorized for disbursement
for that disbursement ID.
This amount is zero until you have successfully authorized the award.
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Step
16.
Action
The Disbursed field displays the total amount that has been disbursed to the student
for that disbursement ID.
This amount is zero until you have successfully disbursed the award.
Step
Action
17.
Click the Messages link.
18.
The Message Detail page displays any authorization or disbursement messages for
this disbursement ID.
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Step
Action
19.
Click the Return link.
20.
You have successfully viewed the authorization and disbursement activity for a
student.
End of Procedure.
Processing Loans Using CommonLine
Campus Solutions supports CommonLine as the standard protocol for processing Federal Family
Education Loan Program (FFELP) and alternative loans. The system supports both versions of
CommonLine; the newer Common Record CommonLine (CRC) and the older CommonLine 4
(CL 4). The CommonLine version you use depends on the version supported by your lenders,
guarantors and loan servicers. Although most loan agencies will support processing loans under
CRC to use improved features, some agencies may not yet be able to process loans under the
newer protocol. Schools can process loans under CL 4 and CRC simultaneously.
Processing of CommonLine FFELP and alternative loans follows the same business process flow
for both versions:
1. Student accepts the loan offer made on their financial aid package.
2. The Loan Origination process detects the student’s newly accepted loan and calculates
application information such as total loan amount and period, disbursement amounts and dates,
loan servicers, processing type, and whether to process as a CRC or CL 4 loan. The calculated
information is stored on the loan origination application tables.
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NOTE. If a Promissory Note is submitted to the school before the loan is originated, the
information will be used during origination.
3. Loan Validation is run to check the loan application for data discrepancies. Loans failing
validation will be reprocessed in subsequent runs until validation is reached.
4. Validated loans are processed into outbound staging tables using the CommonLine Loan
Outbound process.
5. The Application File Creation process creates loan application files using the staging table
information. CRC generates files in XML format while CL 4 uses ASCII files.
6. After you submit the application files to the loan servicers, they are processed and you are
notified using receipt of response files for each loan processed.
Upon completion of this lesson, you will be able to:
• Enter CommonLine promissory note data.
• Originate a CommonLine loan.
• Review loan origination information.
• Validate CommonLine 4 loans.
• View a student's originated loans.
• Adjust CommonLine loan disbursements manually.
Entering CommonLine Promissory Note Data
Schools may choose to collect promissory notes from their students as a condition to process their
CommonLine loans. Components and pages enable schools to enter promissory note information
to be used by the loan origination process before the loan is originated. The origination process
uses information from the promissory note pages to determine the loan destination, process level,
and MPN serial loan status.
After a loan is originated for a student, all promissory notes entered for the same loan type cannot
be used for new loans. Both CommonLine versions, CRC and CL 4, use the same components
and pages for tracking promissory notes.
In this topic, you will enter Promissory Note data necessary to determine the loan destination,
process level, and master promissory note serial loan status for a student.
Procedure
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Step
1.
Action
Begin by navigating to the CommonLine PNote - Stafford page.
Click the Financial Aid link.
2.
Click the Loans link.
3.
Click the Commonline Management link.
4.
Click the Enter Stafford Prom Notes link.
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Step
Action
5.
Enter the desired information into the ID field. Enter "FA0711".
6.
Click the Search button.
7.
Use the CommonLine PNote - Stafford page to enter promissory note information
prior to origination of the loan. If the promissory note is present for the loan when
you run origination, the system uses the lender and guarantor OPEID to determine
the appropriate loan destination.
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Step
8.
Action
The Loan Type Code field indicates the appropriate Stafford loan types that your
institution has set up on the Loan Type Table page.
Click in the Loan Type Code field.
9.
Enter the desired information into the Loan Type Code field. Enter "FFEL".
10.
The Lender OPEID field indicates the lender requested by the borrower on the
promissory note.
Click in the Lender OPEID field.
11.
Enter the desired information into the Lender OPEID field. Enter "800720".
12.
The Guarantor OPEID field indicates the guarantor requested by the borrower on
the promissory note.
Click in the Guarantor OPEID field.
13.
Enter the desired information into the Guarantor OPEID field. Enter "800".
14.
Click the Capitalize Interest list.
15.
Click the Capitalize while in school list item.
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Step
Action
16.
Click the References Complete list.
17.
Click the Yes list item.
18.
Click the Borrower Signature option.
19.
Click in the Lender Branch ID field.
Step
20.
Action
Enter the desired information into the Lender Branch ID field. Enter "0000".
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Step
Action
21.
Click in the Signature Date field.
22.
Enter the desired information into the Signature Date field. Enter "01/12/2007".
23.
Click the Student Data link.
24.
Use the Origination Detail page to view the student's current biographical and
demographic data.
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Step
25.
Action
Click the Return link.
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Step
Action
26.
Click the PNote Status link.
27.
Use the Loan Pnote Action Status page to view or update loan promissory note
action status.
28.
The system sets the Loan Action Cd field value automatically as the promissory
note is processed, but you can override it. Select from:
E: Select this value after you receive the promissory note. This value is
automatically set when the promissory note is first entered.
I: Select this value when the promissory note is set to inactive. Set this value
manually to cancel the use of the promissory note.
O: Select this value when the promissory note is used for origination. This value is
automatically set when the promissory note is originated.
Step
29.
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Action
Click the OK button.
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Step
Action
30.
Click the Save button.
31.
You have successfully entered CommonLine promissory note data.
End of Procedure.
Originating a CommonLine Loan
You use the loan origination process (FAPLBOG1) to certify student loan eligibility. Eligibility is
determined by checking student award information, promissory notes, the student's loan history,
and the loan setup parameters used to originate a new loan. During the origination process, key
elements such as CommonLine version, process level and serial loan code are determined to
create a complete loan record that can be transmitted to the appropriate loan agency.
Both CommonLine versions, CRC and CL 4, use the same components and pages for tracking
originating loans.
In this topic, you will originate a CommonLine loan for a student.
Procedure
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Step
1.
Action
Begin by navigating to the Loan Origination page.
Click the Financial Aid link.
2.
Click the Loans link.
3.
Click the Process Loans link.
4.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
5.
Action
You can run this process by searching for an existing Run Control ID or you can
add a new value. Creating a Run Control ID that is relevant to the process may help
you remember it for future use.
Enter the desired information into the Run Control ID field. Enter "FA".
6.
Click the Search button.
7.
Use the Loan Origination page to originate loan item types that have an accepted
award status.
8.
For this topic, we will use the Institution, Aid Year, Career, and CL ORG
Options field values that are set up for the Run Control ID FA.
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Step
9.
Action
When you select the Adjustments option, the system selects and processes
origination adjustments for loans in which information has changed that requires a
CommonLine change record to be generated. The system also originates new loans
when you select this option.
Click the Adjustments option.
10.
You select the Student Override check box and enter an individual student ID to
originate a loan for a single student. You can also use the Student Override option
for a group of students
Click the Student Override option.
11.
Click in the ID field.
12.
Enter the desired information into the ID field. Enter "FAD0002".
13.
Click the Run button.
14.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and process output format.
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Step
15.
Action
You must select a Server Name to identify the server on which the process will run.
If you use the same Run Control ID for subsequent processes, the server name that
you last used will default in this field.
Click the Server Name list.
16.
Click the PSUNX list item.
17.
Click the OK button.
18.
You can click the Process Monitor link to verify that the process was successful.
Refer to the Running Reports module for examples of running a process.
19.
You have successfully originated a CommonLine loan for a student.
End of Procedure.
Reviewing Loan Origination Information
During the origination process, key information is gathered to create a complete loan record that
can be transmitted to the appropriate loan agency. You can view all originated loans in the
Maintain Originated Loans component. You can review and update information such as
borrower information, demographic information, relationships, disbursement dates, and
processing options.
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Both CommonLine versions, CRC and CL 4, use the same components and pages for reviewing
loan origination information.
In this topic, you will review loan origination information.
Procedure
Step
1.
Action
Begin by navigating to the Loan Origination 1 page.
Click the Financial Aid link.
2.
Click the Loans link.
3.
Click the Maintain Originated Loans link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FAD0021".
5.
Enter the desired information into the Aid Year field. Enter "2006".
6.
Click the Search button.
7.
Use the Loan Origination 1 page to review and update student and borrower
information, CommonLine version, and loan destination processing options.
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Step
Action
8.
Click the Loan Status Summary link.
9.
Use the Loan Status Summary Information page to view information about a
student's loan eligibility by viewing the current loan level and disbursement level
statuses.
You can also use this page at various stages of the loan origination process,
including after origination, after validation, after disbursements, and after
information from the loan servicer has been processed. You can access it from any
page in the Maintain Originated Loans component.
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Step
10.
Action
Click the Return link.
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Step
Action
11.
Click the Loan Origination 2 tab.
12.
Use the Loan Origination 2 page to review and adjust loan start, end, certification,
and scheduled disbursement dates.
Step
Action
13.
Click the Loan Origination 3 tab.
14.
Use the Loan Origination 3 page to review and update loan processing options.
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Step
Action
15.
Click the Loan Validation tab.
16.
Use the Loan Validation page to review errors found after the loan validation
process.
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Step
Action
17.
Click the Show following tabs button.
18.
Click the Loan Orig Status tab.
19.
Use the Loan Orig Status page to hold and release loans in hold status and
synchronize the data between your institution and loan destinations.
20.
You have successfully reviewed loan origination information using the Maintain
Originated Loans component.
End of Procedure.
Validating CommonLine 4 Loans
You must run all originated loans through the validation process before the system will allow you
to create and transmit a CommonLine Application Send file to the appropriate loan agency. The
process passes each loan record through a series of validation edits to ensure that each record is as
complete as possible before transmitting. You must correct all validation errors on a loan record
before it can be sent.
In this topic, you will run the CommonLine 4 validation process and review the results for any
errors.
Procedure
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Step
1.
Action
Begin by navigating to the Validate CL 4 Loans page.
Click the Financial Aid link.
2.
Click the Loans link.
3.
Click the CommonLine Management link.
4.
Click the Validate CL 4 Loans link.
5.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
6.
Action
You can run this process by searching for an existing Run Control ID or you can
add a new value. Creating a Run Control ID that is relevant to the process may help
you remember it for future use.
In this topic, you will search for an existing value.
Enter the desired information into the Run Control ID field. Enter "FA".
7.
Click the Search button.
8.
Use the Validate CL 4 Loans page to create loan validation requests and run the
loan validation process for CL 4 loans.
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Step
Action
9.
Click the Aid Year list.
10.
Click the 2006 list item.
11.
Click the Academic Career list.
12.
Click the UGRD list item.
13.
Use the Loan Edit Update Run check box to have the loan validation process
update the target loan origination records action status. If you clear this check box
and run the process in simulation mode, only edit error messages are produced.
Click the Loan Edit Update Run option.
14.
Click the Run button.
15.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and process output format.
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Step
16.
Action
You must select a Server Name to identify the server on which the process will run.
If you use the same Run Control ID for subsequent processes, the server name that
you last used will default in this field.
Click the Server Name list.
17.
Click the PSUNX list item.
18.
Click the OK button.
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Step
Action
19.
Click the Save button.
20.
You can click the Process Monitor link to verify that the process was successful.
Refer to the Running Reports module for examples of running a process.
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Step
21.
Action
Now that you have run the validation process, navigate to the Loan Validation page
to review any errors found after the process.
Click the Maintain Originated Loans link.
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Step
Action
22.
Enter the desired information into the ID field. Enter "FAD0021".
23.
Enter the desired information into the Aid Year field. Enter "2006".
24.
Click the Search button.
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Step
Action
25.
Click the Loan Validation tab.
26.
Use the Loan Validation page to review errors found after the loan validation
process. After you correct the errors, rerun the loan validation process.
In this topic, there are no loan validation errors.
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Step
Action
27.
Click the Loan Status Summary link.
28.
Use the Loan Status Summary Information page to view information about a
student's loan eligibility, current loan level, and disbursement level statuses.
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Step
29.
Action
Review the student's eligibility, origination detail, and disbursement information.
Click the Return link.
30.
You have successfully run the CommonLine loan validation process and reviewed
the results.
End of Procedure.
Viewing a Student's Originated Loans
You can use the Origination Student Summary page to view a student's originated loans for a
selected aid year and access links to view loan application information, loan origination
information, origination loan disbursement and change information for a student.
Both CommonLine versions, CRC and CL 4, use the same components and pages for viewing a
student’s originated loans.
In this topic, you will review a student's loan origination summary, the loan application summary,
and the origination loan disbursement.
Procedure
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Step
1.
Action
Begin by navigating to the Origination Student Summary page.
Click the Financial Aid link.
2.
Click the Loans link.
3.
Click the View Originated Loans link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FAD0021".
5.
Enter the desired information into the Aid Year field. Enter "2006".
6.
Click the Search button.
7.
Use the Origination Student Summary page to view a student's originated loans
for a selected aid year.
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Step
Action
8.
Click the Appl Data link.
9.
Use the Loan Application Summary page to view an originated loan for a student
in a particular aid year.
You can use the links on this page to view the origination and disbursement status
for this loan.
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Step
Action
10.
Click the Origination Status link.
11.
Use the Loan Origination Information page to view loan level actions that
monitor the progress of the loan application.
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Step
Action
12.
Click the Detail 2 tab.
13.
The Detail 2 tab displays secondary loan action information such as the status and
the status date.
14.
Click the Return link.
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Step
Action
15.
Click the Disbursement Status link.
16.
Use the Origination Loan Disbursement page to review activity related to each
disbursement record for a student's loan.
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Step
Action
17.
Click the Detail link.
18.
Use the Loan Disbursement Action page to review activity related to each
disbursement record for a student's loan.
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Step
19.
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Click the Return link.
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Step
Action
20.
Click the Return to Application link.
21.
You have successfully reviewed a student's loan origination summary, the loan
application summary, and the origination loan disbursement details.
End of Procedure.
Adjusting CommonLine Loan Disbursements Manually
Use the CommonLine Disbursement Maintenance page to manage disbursements for all
CommonLine loans. This page can be used to enter an endorsed loan check, manually adjust loan
disbursement amounts or to document the return of funds to a lender.
Both CommonLine versions, CRC and CL 4, use the same components and pages for adjusting
loan disbursements.
In this topic, you will make some manual adjustments to loan disbursements for a student.
Procedure
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Step
1.
Action
Begin by navigating to the CommonLine Disbursement Maintenance page.
Click the Financial Aid link.
2.
Click the Loans link.
3.
Click the Commonline Management link.
4.
Click the Maintain CL Disbursements link.
Step
Action
5.
Enter the desired information into the ID field. Enter "FAD0021".
6.
Click in the Aid Year field.
7.
Enter the desired information into the Aid Year field. Enter "2006".
8.
Click in the Item Type field.
9.
Enter the desired information into the Item Type field. Enter "900000000304".
10.
Click in the Disbursement ID field.
11.
Enter the desired information into the Disbursement ID field. Enter "01".
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Step
Action
12.
Click the Search button.
13.
Use the CommonLine Disbursement Maintenance page to manage disbursements
for all CommonLine loans.
Step
Action
14.
Click the Fund Maint. button.
15.
Use the Action Code field to enter an action code for the task you want to perform
(entering a check, for example). When you enter the code, appropriate fields become
available.
Click in the Action Code field.
16.
In this example, we use a value of PSCD for manual check entry, which assumes the
check has been endorsed by the borrower. Using this particular value will adjust the
net disbursement amount with the value entered in the Action Net field.
Enter the desired information into the Action Code field. Enter "PSCD".
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Step
17.
Action
When you tab out of the Action Code field, the Actn Net field becomes active.
Press [Tab].
18.
When loan action codes are manually inserted to reflect the receipt or adjustment of
actual loan funds (such as manual check entry or returned funds to lender) the
Action Net value is used to adjust the Net Disbursement value on the page.
Click in the Actn Net field.
19.
Enter the desired information into the Actn Net field. Enter "1000".
20.
Click the Check Information tab.
21.
Click in the Check Number field.
22.
Enter the desired information into the Check Number field. Enter "992891202".
23.
Click in the Check Date field.
24.
Enter the desired information into the Check Date field. Enter "01/10/2007".
25.
Click the CRC Lender Information tab.
26.
The OPEID field displays the ID of the lender who issued the check as entered on
the page. When entering check information, the field allows you to select the lender
by OPEID.
Click in the OPEID field.
27.
Enter the desired information into the OPEID field. Enter "809921".
28.
When you tab out of the OPEID field, the Branch ID field becomes active.
Press [Tab].
29.
Click in the Branch ID field.
30.
Enter the desired information into the Branch ID field. Enter "0000".
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Step
Action
31.
Click the Save button.
32.
You have successfully adjusted a CommonLine loan disbursement manually for a
student.
End of Procedure.
Processing Direct Loans
The William D. Ford Federal Direct Loan program provides long-term academic loans to
qualified students who are enrolled in higher education, vocational, technical, business and trade
schools. The federal government provides funds for direct loans directly to the student, bypassing
an outside lender. Students who receive these funds cannot receive FFEL (federal family
education loan) funds during the same enrollment period.
Use the Direct Lending Management and the Manage Direct Loan Application components
for processing the Subsidized Stafford, Unsubsidized Stafford, PLUS loans, and Grad PLUS
loans awarded to students attending your institution. Eligibility and rules vary for direct loans as
follows:
• A student's eligibility for a Direct Subsidized Stafford loan is determined on the student’s
demonstrated financial need. Because the U.S. Department of Education subsidizes the interest,
the borrower is not charged interest while enrolled in school at least half-time, and during grace
and deferment periods.
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• A student is eligible for a Direct Unsubsidized Stafford loan regardless of their financial
situation. Borrowers pay the interest on these loans.
• Parents borrow Direct PLUS loans on behalf of their dependent students who are enrolled at
least half-time. Borrowers pay the interest on these loans.
• Graduate or professional students borrow Direct Graduate/Professional PLUS loans, or Grad
PLUS loans, for themselves. The award amount is the cost of attendance less any financial aid for
FAFSA applicants.
Direct Lending uses common origination and disbursement (COD) processing.
Upon completion of this lesson, you will be able to:
• Override Direct Loan bio/demo information.
• Originate a Direct Loan.
• View the Direct Loan application component.
• Review a Direct Loan promissory note.
• Print a Direct Loan promissory note.
• Print a Direct Loan manifest.
• Generate a Direct Loan validation errors report.
Overriding Direct Loan Bio/Demo Information
Use the Direct Loan Bio/Demo pages to make changes to and override biographic and
demographic data for Direct Loan lending.
Changes you make here do not change the Campus Community data. You must save changes to
data made on these pages. To commit the data you override to the Origination file and application
pages, go to Financial Aid, Loans, Direct Lending Management, Manage Direct Loan
Application, Direct Loan Application, App Acknowledgement and click the Activate Change
button. Then re-run Origination with adjustments.
The system sends Bio/Demo data to the common origination and disbursement processing center
(COD). If you choose to override data on any of these pages, ensure the changes are accurate. If
the student has more than one Stafford loan type such as a subsidized and unsubsidized loan and
if both loans are originated at the same time, you must ensure that changes made on one loan type
are carried through and made for the other loan type.
In this topic, you will view current name information on a Direct Loan record. You will also
override Direct Loan phone, address, email, and application information.
Procedure
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Step
1.
Action
Begin by navigating to the Direct Loan Name page.
Click the Financial Aid link.
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Step
Action
2.
Click the Loans link.
3.
Click the Direct Lending Management link.
4.
Click the Override Loan Application Data link.
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Step
Action
5.
Enter the desired information into the ID field. Enter "FAIV0046".
6.
Click in the Aid Year field.
7.
Enter the desired information into the Aid Year field. Enter "2007".
8.
Click the Search button.
9.
Use the Direct Loan Name page to view the current name information on a Direct
Loan record. This page is view only.
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Step
Action
10.
Click the Direct Loan Phone tab.
11.
The Direct Loan Phone page displays the current telephone number for the
borrower.
The telephone number originates from Campus Community and is displayed until
you select the Override Phone check box.
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Step
12.
Action
Use the Override Phone check box to override the current phone number on the
loan record only.
Selecting this check box clears and activates the Telephone field.
If you override this telephone number, future adjustments to Campus Community
information will not update this field.
If you clear this check box, the system reinserts the telephone number originating
from Campus Community.
Click the Override Phone # option.
13.
Use the Telephone field to enter the new telephone number.
Click in the Telephone field.
14.
Enter the desired information into the Telephone field. Enter "616/555-5700".
15.
Click the Direct Loan Address tab.
16.
Use the Direct Loan Address page to review the mailing address. You cannot
change the address on this page. Access the Campus Community page to change the
address.
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Step
Action
17.
Click the Direct Loan Email tab.
18.
Use the Direct Loan Email page to override the email address on the Direct Loan
record.
The email address is submitted to the COD for Stafford loans.
For direct lending, the Email Address is restricted to 50 characters and must follow
Email address identification protocol.
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Step
19.
Action
Use the Override Email Address check box to override the student's email address
and enter the updated email address.
If you override the student's email address, future adjustments to Campus
Community information will not update this field.
If you clear this check box, the system reinserts the email information originating
from Campus Community.
Click the Override Email Address option.
20.
Enter the desired information into the Override Email Address field. Enter
"[email protected]".
21.
Click the Direct Loan Demo Ovrd tab.
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Step
22.
Action
Use the Direct Loan Demo Ovrd page to override the following Campus
Community or institutional application information:
• Social security number or date for the SSN
• Start date of the academic year for this borrower
• End date of academic year for this borrower
• Borrower's federal dependency status
• Borrower's date of birth and date you changed the date of birth
• Borrower's citizenship status
• Borrower's alien registration or Visa/permit number
Step
Action
23.
Click the Save button.
24.
You have successfully viewed current biographic and loan application information
on a Direct Loan record.
You have also overridden Direct Loan phone and email information.
End of Procedure.
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Originating a Direct Loan
Use the Process Loans page to originate any Stafford or PLUS loans that have been awarded and
have an award status of Accepted.
The Stafford or PLUS loans must have the loan program indicated as Direct Lending to be
selected by this run control.
You can insert additional rows to originate loans for multiple institutions, aid years, and careers.
Loans must have the Accepted status.
In this topic, you will originate a loan.
Procedure
Step
1.
Action
Begin by navigating to the Loan Origination page.
Click the Financial Aid link.
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Step
2.
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Action
Click the Loans link.
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Step
Action
3.
Click the Process Loans link.
4.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
5.
You can run this process by searching for an existing Run Control ID or you can
add a new value.
Creating a Run Control ID that is relevant to the process may help you remember it
for future use.
Step
6.
Action
With the Run Control ID field empty, you can click the Search key to find all Run
Control IDs.
In this case, there is only one existing Run Control ID, so the Search process
accesses it directly.
Click the Search button.
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Step
7.
Action
Use the Loan Origination page to originate any Stafford or PLUS loans that have
been awarded and have an award status of Accepted.
The Stafford or PLUS loans must have the loan program indicated as Direct Lending
to be selected by this run control.
8.
The Institution field indicates the institution for which you are originating loans.
9.
The Aid Year field indicates the aid year for which you are originating loans.
10.
The Career field indicates the academic career of the students for whom you are
originating loans.
11.
The CL Orig Options (CommonLine origination options) field is used for
CommonLine loans only.
12.
You can add additional rows to include different institution, aid year, and career
combinations for originating loans.
13.
Remember, for Stafford or PLUS loans, you must select the loan program as Direct
Lending.
14.
The fields in the Selection Criteria group box allow you to originate loans for a
group of students selected by last name.
Only students with the selected Institution, Aid Year, and Career are selected.
15.
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You can only enter names in the Selection Criteria region if the Student Override
check box is not selected.
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Step
Action
16.
Click in the Last Name FROM field.
17.
Enter the desired information into the Last Name FROM field. Enter "Atkins".
18.
Click in the Last Name TO field.
19.
Enter the desired information into the Last Name TO field. Enter "McMurphy".
20.
You can use the Student Override group box to originate loans for a single student
or a group of specific students within the selected Institution, Aid Year, and Career.
21.
Use the Student Override check box to indicate that you want to originate specific
students.
When you select this check box, the ID field becomes available and any names
entered in the Last Name FROM and Last Name TO fields in the Selection Criteria
region are removed.
Click the Student Override option.
22.
Click in the ID field.
23.
Use the ID field to enter the unique ID for the student that you want to originate.
Enter the desired information into the ID field. Enter "FAD0003".
24.
Click the Run button.
25.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and process output format.
26.
You must select a Server Name to identify the server on which the process will run.
If you use the same Run Control ID for subsequent processes, the server name that
you last used will default in this field.
For this example, use the default selection.
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Step
27.
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Action
Click the OK button.
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Step
Action
28.
Click the Save button.
29.
You have successfully originated a loan.
End of Procedure.
Viewing the Direct Loan Application Component
Use the Direct Loan Application component pages to be actively involved with the Direct
Lending process. Access to these pages should be restricted to key personnel.
The information contained in these pages is eventually transmitted to the common origination and
disbursement processing center (COD) in the origination outbound file.
In this topic, you will process and review:
• Borrower bio/demo data.
• Miscellaneous borrower data.
• Financial data.
• Loan application acknowledgement data.
Procedure
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Step
1.
Action
Begin by navigating to the Application Bio/Demo page.
Click the Financial Aid link.
Step
Action
2.
Click the Loans link.
3.
Click the Direct Lending Management link.
4.
Click the Manage Direct Loan Application link.
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Step
Action
5.
Enter the desired information into the ID field. Enter "FAIV0054".
6.
Click in the Aid Year field.
7.
Enter the desired information into the Aid Year field. Enter "2007".
8.
Click in the Loan Type Cd field.
9.
Enter the desired information into the Loan Type Cd field. Enter "DSUB".
10.
Click the Search button.
11.
Use the Application Bio/Demo page to review and correct borrower information,
student information, and parent information for PLUS loans.
This information comes from Campus Community as well from ISIR load
information that the system populates on the Institutional Application pages.
12.
The fields in the Borrower Information group box contain information regarding
the borrower of the loan.
For PLUS loans, the borrower is a parent or guardian of the student and is defined
within the Relationships pages in Campus Community.
For Stafford or Grad PLUS loans, the borrower is also the student.
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Step
Action
13.
Click the Application Misc Data tab.
14.
Use the Application Misc Data page to process and review information pertaining
to student eligibility, promissory note printing, and loan credit.
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Step
Action
15.
Click the Application Financial tab.
16.
Use the Application Financial page to review financial data and adjust the loan
start, end, and certification dates.
17.
Use the Override Loan Dates check box to change any of these dates.
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Step
Action
18.
Click the Show following tabs button.
19.
Click the Application Acknowledgement tab.
20.
Use the Application Acknowledgement page to review loan process status, loan
origination outbound, and acknowledgement information.
21.
Use this page to set and remove loans from Hold status.
22.
Use these links to view Miscellaneous Loan Detail, Borrower Detail, Name Detail,
Eligibility Detail, Student Detail, and Address Detail information.
23.
The field values in the Anticipated tab are derived from the Origination record and
Direct Loan Application component.
If the COD has sent an acknowledgment, the ACKNOWLEDGED and
ORIGINATED sections are completed.
If your institution has not received an acknowledgement or the Origination is
rejected, only the ORIGINATED section is complete.
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Step
Action
24.
Click the Misc Loan Detail link.
25.
Use the Miscellaneous Loan Detail page to view additional direct lending
origination and acknowledgement information regarding the disclosure print option
for the loan.
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Step
26.
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Action
Click the Return link.
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Step
Action
27.
Click the Borrower Detail link.
28.
Use the Borrower Detail page to view origination and acknowledged detail
information for the borrower.
Step
29.
Action
Click the Return link.
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Step
Action
30.
Click the Name Detail link.
31.
Use the Name Detail page to view the origination and acknowledged name
information for this loan.
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Step
32.
Action
Click the Return link.
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Step
Action
33.
Click the Eligibility Detail link.
34.
Use the Loan Eligibility Detail page to view origination and acknowledged direct
lending eligibility detail information.
Step
35.
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Action
Click the Return link.
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Step
Action
36.
Click the Student Detail link.
37.
Use the Student Detail page to view origination and acknowledged detail
information for the student.
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Step
38.
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Action
Click the Return link.
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Step
Action
39.
Click the Address Detail link.
40.
Use the Address Detail page to view origination and acknowledged address
information for the borrower.
Step
Action
41.
Click the Return link.
42.
You have successfully processed and reviewed:
• Borrower bio/demo data.
• Miscellaneous borrower data.
• Financial data.
• Loan application acknowledgement data.
End of Procedure.
Viewing a Direct Loan Promissory Note
After you originate the loan, you can view or review promissory note actions. Use the Direct
Loan PNote Action page to view only. Use the Direct Loan PNote page to view and edit.
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On the Direct Loan PNote page, you can indicate when a promissory note has been signed,
adjust the status of the promissory note for the loan manifest, reprint the promissory note, create
another promissory note, and cancel the promissory note.
In this topic, you will view promissory note actions on the Direct Loan PNote Action page.
Procedure
Step
1.
Action
Begin by navigating to the Direct Loan PNote Action page.
Click the Financial Aid link.
2.
Click the Loans link.
3.
Click the View Promissory Note Actions link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FAIV0046".
5.
Click the Search button.
6.
Use the Direct Loan PNote page after you originate the loan to view promissory
note actions.
You can review when a promissory note has been signed or the status of the
promissory note for the loan manifest.
7.
The Borrower Signature check box is selected when the borrower has signed the
promissory note.
In the case of a PLUS loan, the borrower is the parent or guardian.
8.
The Manifest field indicates the status of this promissory note in regards to the Loan
Manifest.
This field is used when your institution collects signed promissory notes and sends
them with a manifest to a loan service provider or the direct lending common
origination and disbursement processing center (COD).
The following field values are possible:
• Authorize indicates the signature check boxes are selected.
• Batch indicates the Manifest Generation process is complete.
• Pending indicates the loan is originated.
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Step
Action
9.
Click the Details tab.
10.
The Details tab displays:
• Borrower Signature indicates the borrower has signed the promissory note.
• Signature Date indicates the date the Borrower Signature check box was selected,
or the actual date the borrower signed the promissory note if you edited the signature
date.
• The Student Signature field is unavailable with PLUS loans when the borrower is
not the student.
• Signature Date indicates the date the Student Signature check box is selected, or
the actual date the student signed the promissory note if you edited the signature
date.
• Promissory Note Amount indicates the amount printed on the promissory note.
11.
The Lender Information tab indicates which version of CommonLine is used for
this loan, the newer Common Record CommonLine (CRC) or the older
CommonLine 4 (CL 4).
Click the CRC Lender Information tab.
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Step
Action
12.
The Lender Information tab displays:
• Loan Action Dttm (loan action date and time) - The date and time the loan
promissory note status was posted.
• Batch ID - The direct lending batch ID.
• Instance - The system assigns this number incrementally to count the occurrences
of the processes you run. You can use this number to select the particular instance of
the process for which you want to view the process results.
• User ID - The ID of the person who ran the process.
13.
You have successfully reviewed promissory note actions.
End of Procedure.
Printing a Direct Loan Promissory Note
Use the Print DL Promissory Note page to print promissory notes for direct lending.
In this topic, you will print a direct lending promissory note.
Procedure
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Step
1.
Action
Begin by navigating to the Print DL Promissory Note page.
Click the Financial Aid link.
Step
Action
2.
Click the Loans link.
3.
Click the Print Promissory Note link.
4.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
Because there is only one Run Control ID, TRAINING, for the Print DL
Promissory Note page, it is immediately displayed without a search page.
5.
Use the Print DL Promissory Note page to print promissory notes for direct
lending.
6.
Use the Institution field to create a promissory note communication record for loans
originated for the specified institution.
7.
Use the Aid Year field to create a promissory note communication record for loans
originated in the specified aid year.
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Step
8.
Step
9.
Action
Use the Career field to create a promissory note communication record for loans
originated for students in the specified academic career.
Action
You must select Positional in the Ln Output Type and the Report Package fields
to use the unlabeled printing format supported by Campus Solutions.
Click the Ln Output Type list.
10.
Click the Positional list item.
11.
You must enter Positional in the Ln Output Type and the Report Package fields
to use the unlabeled printing format supported by Campus Solutions.
Click in the Report Package field.
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Step
Action
12.
Enter the desired information into the Report Package field. Enter "Positional".
13.
If you enter a value in the Document Type field, the system generates output only
for the document type selected (where an unprocessed communication record
exists).
For example, if you select Pnote, the system only generates output for PLUS
Promissory Notes.
Important! If you do not use JetForm, you must select a document type. When you
print on pre-printed forms, you must run this process once for each type of
document you want to produce.
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Step
Action
14.
Click in the From Date field.
15.
Enter the desired information into the From Date field. Enter "07/01/2007".
16.
Click in the Thru Date field.
17.
Enter the desired information into the Thru Date field. Enter "08/15/2007".
18.
Click in the Number of Copies field.
19.
Enter the desired information into the Number of Copies field. Enter "1".
20.
Click the Run button.
21.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and process output format.
22.
You must select a Server Name to identify the server on which the process will run.
If you use the same Run Control ID for subsequent processes, the server name that
you last used will default in this field.
For this example, use the default selection.
23.
Use the Type field to select the type of output you want to generate for this job.
Your four choices are File, Printer, Email, or Web.
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Step
24.
Step
Action
Use the Format field to define the output format for the report. The values are
dependent upon the Process Type you have selected. In this example, the default
value is PDF.
Action
25.
Click the OK button.
26.
You can click the Process Monitor link to verify that the process was successful.
Refer to the Running Reports module for examples of running a process.
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Step
Action
27.
Click the Save button.
28.
You have successfully printed a direct lending promissory note.
End of Procedure.
Creating and Printing a Direct Loan Manifest
If your institution collects signed promissory notes for the direct lending program, you need to
produce a manifest to send with the signed promissory notes to the direct lending common
origination and disbursement processing center (COD).
When you receive a signed promissory note, access the Direct Loan Pnote page and indicate the
promissory note is signed. The system sets the Manifest Status to Authorize and the promissory
note is included the next time you create a loan manifest. Use the Generate Direct Loans
Manifest page to create the data for the loan manifest.
Use a run control page to run a process that selects all students' promissory notes that have a
Manifest Status of Authorize. You can review the selected promissory notes and delete any you
do not want included in the manifest.
You can print or reprint the manifests by date or by manifest group.
After you print a manifest, manually sort the signed promissory notes and attach the printed
manifest to each group of fifty promissory notes. Financial Aid creates a manifest for every fifty
promissory notes. Separate manifests are created for Stafford subsidized and unsubsidized and
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PLUS promissory notes as required by the COD. There are different run control pages for
printing PLUS loan manifests and Stafford loan manifests.
In this topic, you will create a direct loan manifest and print Print PLUS and Stafford loan
manifests.
Procedure
Step
1.
Action
Begin by navigating to the Populate Manifest page.
Click the Financial Aid link.
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Step
Action
2.
Click the File Management link.
3.
Click the Generate Direct Loan Manifest link.
4.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
5.
Action
In this case, there is only one Run Control ID, TRAINING. Clicking the Search
button will immediately access the page for TRAINING.
Click the Search button.
6.
Use the Populate Manifest page to enter the request parameters. These parameters
will be used to define the processing rules and data to be included when the report is
run.
You indicate which academic institution and what aid year should be included in the
manifest.
7.
The Academic Institution field indicates the institution whose promissory notes
that you want included on this manifest.
8.
The Aid Year field indicates the aid year for the promissory notes that you want
included on this manifest.
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Step
Action
9.
Click the Run button.
10.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and process output format.
11.
You must select a Server Name to identify the server on which the process will run.
If you use the same Run Control ID for subsequent processes, the server name that
you last used will default in this field.
For this example, use the default selection.
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Step
12.
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Action
Click the OK button.
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Step
13.
Step
14.
Action
Click the Save button.
Action
Next, navigate to the DL Print PLUS Manifest page.
Click the Loans link.
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Step
Action
15.
Click the Direct Lending Management link.
16.
Click the Print Manifest Report - PLUS link.
17.
There are different run control pages for printing PLUS loan manifests and Stafford
loan manifests.
A Run Control ID, TRAINING, is set up for printing the PLUS loan manifests.
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Step
Action
18.
Click the Search button.
19.
Use the DL Print Plus Manifest page to enter the request parameters. These
parameters will be used to define the processing rules and data to be included when
the process is run.
You can print or reprint PLUS loan manifests by date or by manifest group.
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Step
20.
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Action
Click the Run button.
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Step
21.
Step
22.
Action
Click the OK button.
Action
Next, navigate to the DL Print Stafford Manifest page.
Click the Print Manifest Report-Stafford link.
23.
Use the DL Print Stafford Manifest page to print Stafford loan manifests you have
created.
You can print or reprint the manifests by date or by manifest group.
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Step
24.
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Action
Click the Run button.
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Step
Action
25.
Click the OK button.
26.
You have successfully created a direct loan manifest and printed PLUS and Stafford
loan manifests.
End of Procedure.
Generating a Direct Loan Validation Errors Report
Use the DL Validation Errors page to generate a report to review and monitor validation rejects.
Use this report when resolving potential errors prior to outbounding Origination records after you
run the validation process.
In this topic, you will generate a Direct Loan Validation Errors Report.
Procedure
Step
1.
Action
Begin by navigating to the DL Validation Errors page.
Click the Financial Aid link.
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Step
Action
2.
Click the Loans link.
3.
Click the Validation Errors Report link.
4.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
5.
Action
You can run this process by searching for an existing Run Control ID or you can add
a new value. Creating a Run Control ID that is relevant to the process may help you
remember it for future use.
A Run Control ID of TRAINING is set up for this topic.
Enter the desired information into the Run Control ID field. Enter "TRAINING".
6.
Click the Search button.
7.
Use the Financial Aid Reports page to generate a report to review and monitor
validation rejects.
The report assists you in resolving potential errors prior to outbounding Origination
records after you run the validation process.
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Step
Action
8.
Click in the Aid Year field.
9.
Enter the desired information into the Aid Year field. Enter "2007".
10.
Save your changes for this Run Control ID.
Click the Save button.
11.
Click the Run button.
12.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and process output format.
13.
You must select a Server Name to identify the server on which the process will run.
If you use the same Run Control ID for subsequent processes, the server name that
you last used will default in this field.
For this example, use the default selection.
14.
Use the Type field to select the type of output you want to generate for this job.
Your four choices are File, Printer, Email, or Web.
15.
Use the Format field to define the output format for the report. The values are
dependent upon the Process Type you have selected. In this example, the default
value is PDF.
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Step
Action
16.
Click the OK button.
17.
You can click the Process Monitor link to verify that the process was successful.
Refer to the Running Reports module for examples of running a process.
18.
You have successfully generated a Direct Loan Validation Errors Report.
End of Procedure.
Processing Return of Title IV Funds
Under the higher education amendment regulation called Return of Title IV Funds (RTIVF), all
students receiving Title IV federal grant or loan assistance who withdraw from the institution in
the first 60% of the term are subject to the Return of Title IV Fund policy. This regulation affects
the calculation of aid to be returned as well as repayment procedures.
The percentage of aid earned by a Title IV student is determined by calculating the percentage of
the period that the student completed. If the student completes up to 60% of the term, the
percentage of aid earned equals the percentage of the completed period. If the student completes
60.01% or more, the student earns 100% of aid.
The amount of Federal Title IV aid that students must return when they withdraw from school is
not associated with your institution’s refund policy. Refund policy is defined by your institution,
whereas Return of Title IV Fund is defined by law.
Upon completion of this lesson, you will be able to:
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• Calculate the return of Title IV aid.
• Track return of Title IV funds.
• Review post-withdrawal disbursement.
• Review return of Title IV funds summary.
• Generate return of Title IV funds withdrawal report.
Calculating the Return of Title IV Aid
All students receiving Title IV federal grant or loan assistance who withdraw from the institution
in the first 60% of the term are subject to the Return of Title IV Fund policy. The refund policy is
defined by the institution while the return of funds policy is defined by law.
In this topic, you will calculate the return of Title IV aid for a student.
Procedure
Step
1.
Action
Begin by navigating to the Return TIV Aid HERA page.
Click the Financial Aid link.
2.
Click the Return to Title IV Funds HERA link.
3.
Click the Create Worksheet link.
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Step
Action
4.
Click the Add a New Value tab.
5.
Click in the ID field.
6.
Enter the desired information into the ID field. Enter "FAIV0047".
7.
Click in the Aid Year field.
8.
Enter the desired information into the Aid Year field. Enter "2007".
9.
Click in the Term field.
10.
Enter the desired information into the Term field. Enter "0565".
11.
Click the Program Type (Credit/Clock Hr) list.
12.
Click the Credit Hour Program list item.
13.
Click the Add button.
14.
Use the Return TIV Aid page to manage the return of Title IV aid. You can add a
student who has withdrawn, calculate the withdrawal percentage, view various dates
from different sources, view the payment or enrollment period, or view term
information.
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Step
15.
Action
Use the Student Status link to view the Package Status Summary page and make
updates to various field values such as Aid Processing Status and Verification
Status.
From the Package Status Summary page, you can also access information such as
Term, ISIR Information, and Database matches.
16.
Step
You can click the FA Term link to view a student’s term information, add a new
term for a student, or build the student’s financial aid term.
Action
17.
Click the Return of Funds Worksheet tab.
18.
Use the Return of Funds Worksheet page to calculate Return of TIV funds and
generate details for aid earned.
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Step
19.
Action
Use the Calculate All button to update and populate the fields with the student's
calculated withdrawal information. The system displays the withdrawal status of the
student for the specified term and calculates the actual values for the amount of
earned aid, amount of unearned aid, and amount of aid to be returned.
Click the Calculate All button.
20.
Click the Total TIV Aid Disb Detail link.
21.
Use the Calculate TIV Aid Information page to view or recalculate the student’s
Title IV aid.
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Step
22.
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Action
Click the OK button.
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Step
Action
23.
Click the Pct. TIV Aid Earned Detail link.
24.
Use the Calculate Pct. TIV Aid Earned page to view or recalculate a student’s
percentage of earned Title IV aid.
Step
25.
Action
Click the OK button.
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Step
Action
26.
Click the Total Institutionl Chrgs Detail link.
27.
Use the Calculate Charge Information page to view or recalculate a student’s
institutional and budget charges.
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Step
28.
Action
Click the OK button.
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Step
Action
29.
Click the Amt Due From School Detail link.
30.
Use the Calculate Return Amounts page to view or recalculate the amount of
funds to be returned by the institution.
Step
31.
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Action
Click the OK button.
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Step
Action
32.
Click the TIV Grant Return Amt Detail link.
33.
Use the Return of Grant Funds page to view or recalculate the amount of grant
funds to be returned by the student.
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Step
34.
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Action
Click the OK button.
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Step
Action
35.
Click the Student/School Return tab.
36.
Use the Student/School Return page to track return information for the student and
school.
37.
The School Return Status field indicates the institution's repayment status as
Pending or Complete. The default status is Pending until you manually change the
status to Complete.
Click the Student Return Status list.
38.
Click the Complete list item.
39.
Click the Show following tabs button.
40.
Click the Post-Withdrawal Disbursement tab.
41.
Use the Post-Withdrawal Disbursement page to track post-withdrawal
disbursements.
After you calculate the return amount on the Return of Funds Worksheet page and
determine the student is eligible for a PWD, you can use this page to enter and
maintain process dates.
42.
In the PWD Credited to Student group box, you can enter an amount to credit to
the student's account and then click the Calculate button.
43.
In the PWD Offered Directly group box, you can enter the amounts to be paid
directly to the student and the process dates.
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Step
Action
44.
Click the Return TIV Aid Notes tab.
45.
Use the Return of TIV Aid Notes page to enter return of Title IV aid notes and to
document information regarding the processing of Title IV Return of Funds.
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Step
Action
46.
Click the Save button.
47.
You have successfully calculated the return of Title IV aid for a student.
End of Procedure.
Tracking Return of Title IV Funds
Wen a student withdraws prior to completing 60% of a term and your institution calculates the
withdrawal percentage, you can track the status of the return of Title IV funds.
In this topic, you will track the status of a student's return of Title IV funds.
Procedure
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Step
1.
Action
Begin by navigating to the Track Student Returns page.
Click the Financial Aid link.
2.
Click the Return to Title IV Funds HERA link.
3.
Click the Track TIV Funds Return link.
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Step
Action
4.
Click in the Aid Year field.
5.
Enter the desired information into the Aid Year field. Enter "2007".
6.
Click in the Term field.
7.
Enter the desired information into the Term field. Enter "0565".
8.
Click the Program Type (Credit/Clock Hr) list.
9.
Click the Credit Hour Program list item.
10.
Click the Search button.
11.
Use the Track Student Returns page to track student return of Title IV funds and
to view the status of funds for all students where a calculation exists.
In this case, there are no eligible RTIV students who have a return due.
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Step
Action
12.
Click the Track School Returns tab.
13.
Use the Track School Returns page to review the status of return information for
the school.
14.
You have successfully tracked the status of a student's return of Title IV funds.
End of Procedure.
Reviewing Post-Withdrawal Disbursement
You can view detailed information for students with post-withdrawal disbursements or view or
update a student's overall status.
In this topic, you will review a student's post-withdrawal disbursement.
Procedure
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Step
1.
Action
Begin by navigating to the Post Withdrawal Disb Tracking page.
Click the Financial Aid link.
2.
Click the Return to Title IV Funds HERA link.
3.
Click the Track PW Disbursement link.
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Step
Action
4.
Click in the Aid Year field.
5.
Enter the desired information into the Aid Year field. Enter "2007".
6.
Click in the Term field.
7.
Enter the desired information into the Term field. Enter "0565".
8.
Click the Program Type (Credit/Clock Hr) list.
9.
Click the Credit Hour Program list item.
10.
Click the Search button.
11.
Use the Post Withdrawal Disb Tracking page to track post-withdrawal
disbursements. The student was entitled to these funds but they were not disbursed.
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Step
Action
12.
Click the Summary tab.
13.
The Summary tab displays additional disbursement information such as the
Institutional Determination date, time elapsed, and the amount of funds the
institution can offer the student as a post-withdrawal disbursement.
14.
Click the Detail link.
15.
Use the Post-Withdrawal Disbursements page to review post-withdrawal
disbursements. This includes the amount of eligible aid not yet disbursed, and
eligible aid to be disbursed late.
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Step
16.
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Action
Click the Return link.
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Step
Action
17.
Click the Dates tab.
18.
The Dates tab displays the dates for when the disbursement was offered, made,
declined, credited, and accepted.
19.
Click the Service Impact tab.
20.
The Service Impact tab displays the dates disbursements are credited or accepted
and the date that the loan funds are needed.
21.
Click the Last Updated tab.
22.
The Last Updated tab displays the ID of the last person to use the page and the date
and time that the page was last updated.
23.
You have successfully reviewed a student's post-withdrawal disbursement.
End of Procedure.
Reviewing Return of Title IV Funds Summary
You can find out which students have withdrawn from your institution and then review a detailed
summary of their return of funds calculation.
In this topic, you will review a detailed summary of a student's return of funds calculation.
Procedure
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Step
1.
Action
Begin by navigating to the Return of TIV Funds Summary page.
Click the Financial Aid link.
2.
Click the Return to Title IV Funds HERA link.
3.
Click the Review Summary of TIV Return link.
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Step
Action
4.
Click in the Aid Year field.
5.
Enter the desired information into the Aid Year field. Enter "2007".
6.
Click in the Term field.
7.
Enter the desired information into the Term field. Enter "0565".
8.
Click the Search button.
9.
Use the Return of TIV Funds Summary page to view a summary of a student’s
return of TIV funds calculation.
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Step
Action
10.
Click the Go To Worksheets link.
11.
The system opens a new browser window and takes you to the Return of TIV Aid
page. Use this page to view RTIV withdraw calculation detail, recalculate the
withdrawal, or add a new student who has withdrawn.
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Step
12.
Action
Click the Close button.
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Step
Action
13.
Click the Summary tab.
14.
The Summary tab displays withdrawal, cancel, and institutional determination
dates.
15.
The Undetermined Withdrawal Date check box is selected if the student withdrew
unofficially. This information comes from the Return TIV Aid page. The system
displays a date to indicate the midpoint of the payment period if the student
unofficially withdraws. You can update this field if you want to use a different
withdrawal date.
16.
The Withdrawal\Cancel Date field indicates the last date of recorded attendance,
the date the student began the withdrawal process, the date the student provided to
your school with the intent to withdraw, or the midpoint of the payment period if the
student unofficially withdraws.
The system displays the default date based on the date that was established in
Student Records.
17.
The Institutional Determination Date field indicates the withdrawal date
determined by the financial aid office.
18.
Click the Calculation Period tab.
19.
The Calculation Period tab displays the time period the system uses to define the
start and end date of the payment period or enrollment period. It also displays the
amount of aid the student may be eligible for as a post-withdrawal disbursement. If
the student received less than his eligibility, the system displays the amount to be
disbursed.
20.
Click the Worksheet Data tab.
21.
The Worksheet Data tab displays the amount of aid the institution must return to
the Title IV programs and the status or the amount due from the student and the
status.
22.
You have successfully reviewed a detailed summary of the student's return of funds
calculation.
End of Procedure.
Generating Return of TIV Funds Withdrawal Report
The Return of TIV Funds Withdrawal report displays the most recent withdrawal dates first
and the oldest last. The system displays the information based on how you define run control
options. It includes worksheet calculations, return of funds by the school and student, institutional
charges, and number of days since the withdrawal date.
In this topic, you will generate a Return of TIV Funds Withdrawal report.
Procedure
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Step
1.
Action
Begin by navigating to the Return of TIV Funds Report page.
Click the Financial Aid link.
2.
Click the Return to Title IV Funds HERA link.
3.
Click the Return of TIV Aid Report link.
4.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
5.
Action
You can run this process by searching for an existing Run Control ID or you can
add a new value. Creating a Run Control ID that is relevant to the process may help
you remember it for future use.
Enter the desired information into the begins with field. Enter "FA".
6.
Click the Search button.
7.
Use the Return of TIV Funds Report page to generate the Return of Title IV
Funds Withdrawal report.
The report displays the most recent withdrawal dates first and the oldest last. The
system displays the information based on how you define your run control options.
It includes worksheet calculations, return of funds by the school and student,
institutional charges, and number of days since the withdrawal date.
8.
The report is run for the specified Institution, Aid Year, and Term.
For this example, use the default selections.
9.
Use the Report Structured By field to structure the report by date, by name, or by
date range/name.
For this example, use the default selection.
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Step
10.
Action
Use the Process Students field to select completed, new, new and pending, or
pending withdrawals.
For this example, use the default selection.
11.
Step
You can select to process the report by specific careers. If the Process Selected
Careers check box is clear, the system processes all careers.
Action
12.
Click the Run button.
13.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and process output format.
14.
You must select a Server Name to identify the server on which the process will run.
If you use the same Run Control ID for subsequent processes, the server name that
you last used will default in this field.
For this example, use the default selection.
15.
Use the Type field to select the type of output you want to generate for this job.
Your four choices are File, Printer, Email, or Web.
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Step
16.
Step
Action
Use the Format field to define the output format for the report. The values are
dependent upon the Process Type you have selected. In this example, the default
value is PDF.
Action
17.
Click the OK button.
18.
You can click the Process Monitor link to verify that the process was successful.
Refer to the Running Reports module for examples of running a process.
19.
You have successfully generated a Return of TIV Funds Withdrawal report.
End of Procedure.
Managing Student Employment
Managing work study requires a bridge between the institution's payroll department and the
financial aid office to provide an overall view of student employment.
Students classified as employees are identified and accessed in the institution's payroll
department to track compensated wages.
Wages may come from various forms of employment such as academic, staff, or work study.
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Once each type of compensation is identified, the information is updated and can be viewed
within Financial Aid. This allows the institution to report and monitor student earnings to ensure
that total earnings do not exceed the work-study award.
The federal work study program provides jobs for undergraduate and graduate students with
financial need, enabling them to earn money to pay educational expenses.
Students receive work study awards from participating institutions after filing a Free Application
for Federal Student Aid (FAFSA) to determine their financial need.
The minimum requirement to access a work study placement record is an accepted work-study
award. The hiring department then records the student’s placement on the Work Study
Placement page. After placement, you can review the placement records of students who are
active as employees.
Upon completion of this lesson, you will be able to:
• Track a work-study job.
• View student awards and earnings.
Tracking a Work-Study Job
Use the Work Study Placement page to assign a work-study job to an approved student and
verify that the student has a posted work-study award.
In this topic, you will track a work-study placement
Procedure
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Step
1.
Action
Begin by navigating to the Work Study Placement page.
Click the Financial Aid link.
Step
Action
2.
Click the Awards link.
3.
Click the View Work Study Approval link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0872".
5.
Click in the Aid Year field.
6.
Enter the desired information into the Aid Year field. Enter "2005".
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Step
Action
7.
Click the Search button.
8.
Use the Work Study Placement page to assign a work-study job to an approved
student and verify that the student has a posted work-study award.
9.
Item Type displays item type number description for work-study award
10.
Award Status displays acceptance of work-study award by student
11.
Offered displays amount of work-study earnings offered to student
12.
Accepted displays amount of work-study earnings that student accepted.
13.
Disbursed displays amount of work-study earned by student.
14.
Use the Status field to select either Active or Inactive status.
15.
Use the Placement Status field to select a status:
• Appointment Terminated for a student no longer in the work-study job.
• Earned Maximum for Award for a student who has earned annual awarded
work-study maximum.
• Eligible for Placement for a student eligible for placement.
• Not Placed in Position for a student not placed in a work-study position.
• Placed in Position for a student placed in a work-study position.
16.
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Use the Community Service Indicator to indicate if the work study job fulfills the
community service requirement for your institution.
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Step
Action
17.
Click the Community Service Placement list item.
18.
Click the Student Job Summary link.
19.
Use the Job Summary page to view the student’s job information from PeopleSoft
Enterprise Human Resources.
Note: This page populates only when a work-study placement has been made in
PeopleSoft Enterprise Human Resources.
Step
20.
Action
Click the Return link.
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Step
Action
21.
Click the Save button.
22.
You have successfully tracked a work-study placement.
End of Procedure.
Viewing a Student's Awards and Earnings
Use the Award Summary page to view offered and accepted amounts, net disbursement balance,
and authorized and disbursed amounts.
You may view a student’s campus earnings. Campus earnings information includes hours worked
and gross earnings in year-to-date, month-to-date, and quarterly amounts.
In this topic, you will view a student's awards and earnings.
Procedure
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Step
1.
Action
Begin by navigating to the Award Summary page.
Click the Financial Aid link.
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Step
Action
2.
Click the Awards link.
3.
Click the View Award Earnings Summary link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0866".
5.
Click in the Aid Year field.
6.
Enter the desired information into the Aid Year field. Enter "2005".
7.
Click the Search button.
8.
Use the Award Summary page to view offered and accepted amounts, net
disbursement balance, and authorized and disbursed amounts.
Step
Action
9.
Click the Authorized/Disbursed tab.
10.
Use the Authorized/Disbursed tab to view authorized and disbursed amounts.
11.
Click an entry in the Award Detail column.
12.
Use the Award Detail page to view information about each award.
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Step
13.
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Action
Click the Return link.
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Step
Action
14.
Click the Earnings Summary tab.
15.
Use the Earnings Summary page to view a student’s campus earnings.
Campus earnings information includes hours worked and gross earnings in year-todate, month-to-date, and quarterly amounts.
16.
You have successfully viewed a student's awards and earnings.
End of Procedure.
Processing Pell Payments
The Pell Payment process begins with the submission of an origination or origination and
disbursement record for payment. You use origination data to verify a student's eligibility,
identify possible conflicts with other institutions, and initiate processing the disbursement record.
After the origination record is received and processed, you can import an acknowledgment and
response from the processor into the Campus Solutions system. The response contains the status,
such as accepted, accepted with corrections, duplicate, or rejected.
Use the disbursement record to report a disbursement or expected disbursement for each student.
After origination is accepted, you can process a disbursement record. If you send both records
simultaneously, the system processes originations before disbursement.
Upon completion of this lesson, you will be able to:
• Create Pell origination records.
• Manage Pell origination.
• View Pell disbursement data.
• Select and send Pell data request types.
Creating Pell Origination Records
The origination record establishes a student's eligibility for a specific annual award of federal Pell
Grant program funds. It includes the student's annual amount calculated by your institution and
cost of attendance.
In this topic, you will create Pell origination records.
Procedure
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Step
1.
Action
Begin by navigating to the Origination page.
Click the Financial Aid link.
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Step
Action
2.
Click the Pell Payment link.
3.
Click the Originate Pell Payment link.
4.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
5.
Action
You can run this process by searching for an existing Run Control ID or you can
add a new value. Creating a Run Control ID that is relevant to the process may help
you remember it for future use.
Enter the desired information into the Run Control ID field. Enter "TRAINING".
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Step
Action
6.
Click the Search button.
7.
Use the Origination page to generate Pell origination records.
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Step
8.
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Action
Click in the Aid Year field.
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Step
Action
9.
Enter the desired information into the Aid Year field. Enter "2006".
10.
Click in the Pell ID Reporting field.
11.
Enter the desired information into the Pell ID Reporting field. Enter "001315".
12.
At this point, you would continue to run the Pell Origination process just as you
would any other PeopleSoft Enterprise Process Scheduler process.
Refer to the Running Reports Module for examples of running a process.
13.
You have successfully created Pell origination records.
End of Procedure.
Managing Pell Origination
The Pell origination process creates a unique ID for the student, sets the Pell processing status to
Send, sets the Pell transaction status to Ready, and displays the date and time that the process was
run. You can use the Pell Origination page to review results, review or change the processing
status, review information of modifications, and review action detail and messages.
In this topic, you will review the results of Pell origination.
Procedure
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Step
1.
Action
Begin by navigating to the Pell Origination page.
Click the Financial Aid link.
Step
Action
2.
Click the Pell Payment link.
3.
Click the Manage Pell Payment link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0861".
5.
Click in the Aid Year field.
6.
Enter the desired information into the Aid Year field. Enter "2006".
7.
Click the Search button.
8.
Use the Pell Origination page to review results of Pell origination.
9.
In this topic, the Pell Trans Stat (Pell transaction status) field is set to Ready. Other
values are Review, On Hold, Ready, Transmitted, and Cancel.
For example, if you receive a rejected record, the Pell transaction status is set to On
Hold. You can correct the record, change the status to Ready, and resend the
origination. After the system has transmitted the record, this field is unavailable until
you receive an acknowledgment of the process.
10.
In this topic, the Pell Orig Stat (Pell origination status) field is set to Originated.
This is the status when the system transmits records. Other values are Accepted,
Canceled, Change to Origination, Corrected, Rejected, and Transmitted,
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Step
Action
11.
Click the Pell Info link.
12.
Use the Pell Information page to review or change the Pell processing status.
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Step
13.
Action
Click the OK button.
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Step
Action
14.
Click the Orig Status link.
15.
Use the PELL ORIG ACTION DETAIL page to review Pell origination action
detail, including the ID and action sequence.
Step
16.
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Action
Click the Return link.
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Step
Action
17.
Click the Setup Info tab.
18.
The Setup Info tab displays additional origination information, such as the first date
on which the student was enrolled in an eligible program, if the tuition and fees are
low (low T&F flag), and the COA used to calculate the Pell award amount.
19.
Click the Other Information tab.
20.
The Other Information tab displays additional origination information. such as the
incarceration status (IncarcerCd), or, if a change has been made, any previous ISIR
transaction, EFC, secondary EFC, or COA.
21.
You have successfully reviewed the results of Pell origination.
End of Procedure.
Viewing Pell Disbursement Data
You can use the Pell Disbursement page to review Pell disbursement results.
In this topic, you will view Pell disbursement results for a student.
Procedure
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Step
1.
Action
Begin by navigating to the Pell Disbursement page.
Click the Financial Aid link.
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Step
Action
2.
Click the Pell Payment link.
3.
Click the Manage Pell Payment link.
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Step
Action
4.
Enter the desired information into the ID field. Enter "FA0861".
5.
Click in the Aid Year field.
6.
Enter the desired information into the Aid Year field. Enter "2006".
7.
Click the Search button.
Step
Action
8.
Click the Pell Disbursement tab.
9.
Use the Pell Disbursement page to review Pell disbursement results.
10.
The Disbursement Detail tab displays the disbursement ID, the amount, date, and
status.
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Step
Action
11.
Click the Other Information tab.
12.
The Other Information tab displays the payment period start date.
13.
Click the Disbursement Detail link.
14.
Use the PELL DISB ACTION DETAIL page to view the sequence number and
action code.
15.
Use the Disbursement Messages link to view additional information.
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Step
16.
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Action
Click the Return link.
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Step
Action
17.
Click the COD Info tab.
18.
The COD Info tab displays the Common Origination and Disbursement (COD)
amount.
19.
You have successfully viewed Pell disbursement results for a student.
End of Procedure.
Selecting and Sending Pell Data Request Types
You can use the data request record to request acknowledgment batch replacement, multiple
reporting, statement of account, year-to-date information, and reconciliation. You can also use the
data request record to receive multiple reporting information concerning students for whom you
originate awards and who might also have awards originated at other institutions.
After you select the type of data request and run the process, the process for sending this data is
the same as for selecting, viewing, and generating other outbound files.
In this topic, you will select multiple reporting for a selected student as a Pell data request type
and send the request.
Procedure
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Step
1.
Action
Begin by navigating to the Pell Data Request page.
Click the Financial Aid link.
Step
Action
2.
Click the File Management link.
3.
Click the Create Pell Data Request link.
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Step
Action
4.
Click in the Aid Year field.
5.
Enter the desired information into the Aid Year field. Enter "2006".
6.
Click in the Pell ID Reporting field.
7.
Enter the desired information into the Pell ID Reporting field. Enter "001315".
8.
Click in the Attended Pell ID field.
9.
Enter the desired information into the Attended Pell ID field. Enter "001315".
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Step
Action
10.
Click the Search button.
11.
Use the Pell Data Request page to select the type of data request that you want.
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Step
12.
Action
Click in the Request Type field.
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Step
13.
Action
For the Request Type field, you can select to request multiple reporting
information, reconciliation information, or funding levels and transactions with
GAPS.
You can also select to receive a summary of how many originations and
disbursements were sent out and how many rejections and message codes you
received based on year -to-date.
Click the Multiple Reporting list item.
14.
Use the Multiple Report Request Code 1 field to select either Disbursed Records
or Originated Records.
For example, you can base the request on disbursements and select Disbursed
Records to see if another school has disbursed to the student.
Click the Multiple Report Request Code 1 list.
15.
Click the Disbursed Records list item.
16.
Use the Multiple Report Request Code 2 field to select All Students, Selected
Institution, or Selected Students.
Click the Multiple Report Request Code 2 list.
17.
Click the Selected Students list item.
18.
The Institution, YTD Request ID, and Student buttons are available depending on
the criteria that you set up in the Request Type and Multiple Report Request Code 1,
and Multiple Report Request Code 2 fields.
In this topic, the Student button is available.
19.
Click the Student button.
20.
Use the By Student page to search for and select a specific student.
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Step
Action
21.
Enter the desired information into the MRR Student ID field. Enter "FA0861".
22.
Click the OK button.
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Step
23.
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Action
Click the Save button.
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Step
Action
24.
Click the Generate Pell Phase-In Data link.
25.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
Step
26.
Action
You can run this process by searching for an existing Run Control ID or you can
add a new value. Creating a Run Control ID that is relevant to the process may help
you remember it for the future.
In this topic, you will search for an existing value.
Click the Search button.
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Step
27.
Action
Use the Pell Out page to send Pell data requests by moving them from the database
to the outbound staging tables.
On this page you'll enter your request parameters. These parameters will be used to
define the processing rules and data to be included when the process is run.
Step
Action
28.
Click in the Aid Year field.
29.
Enter the desired information into the Aid Year field. Enter "2006".
30.
Click in the Pell ID field.
31.
The Pell ID is the identification code assigned to your institution by the Department
of Education.
Enter the desired information into the Pell ID field. Enter "001315".
32.
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Click the Pell Data Request Outbound option.
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Step
33.
Action
At this point, you would continue to run the Pell Out process just as you would any
other PeopleSoft Enterprise Process Scheduler process.
Refer to the Running Reports module for examples of running a process.
34.
You have successfully selected multiple reporting as a Pell data request type for a
selected student and sent the request.
End of Procedure.
Using FISAP (Fiscal Operations Report and App. to Participate)
You use the FISAP (Fiscal Operations Report and Application to Participate) process to report
expenses for federal campus-based programs—the Federal Supplemental Education Opportunity
Grant (FSEOG), Federal Work-Study, and Federal Perkins Loan programs. The Department of
Education uses the distribution of expenditures to evaluate if institutions are appropriating their
federal allocation of campus-based funds to applicants with the most need. The reported spending
levels affect subsequent years' allocations. You can transfer certain percentages of funds back to
last year or forward to the next year to best use unexpended funds.
To transmit, receive, and report FISAP data, you submit your FISAP expenditures to the
Department of Education through the Department of Education’s FISAP website at
http://www.cbfisap.sfa.ed.gov/. Your personal identification number (PIN) enables you to access
information in various department systems. If you do not have a PIN, access www.pin.ed.gov to
apply. You must also have a TG number to identify your school and your access rights to the
eCampus-Based system. If you do not have a TG number, access www.sfawebenroll.ed.gov to
apply.
Financial Aid provides a structured query report (SQR) that you can print and use to enter the
calculated values into the Department of Education's FISAP for Windows or FISAP on the web.
For audit purposes, the Department of Education requires that you keep data logs and backups of
your final FISAP reports and any records necessary to support their data, such as the source data
for the income grid) for three years from the end of the award year for which the FISAP is
submitted.
Upon completion of this lesson, you will be able to produce and use the Fiscal Operations
Report and Application to Participate.
Producing the FISAP Report
Financial Aid generates the following FISAP report information:
• Part II, Section E. Assessment and Expenditures: Total Federal Pell Expenditures and Total
Expended for State Grants and Scholarships Made to Undergraduates
• Part II, Section F. Information on Eligible Aid Applicants for Award Year
• Part IV, Section C. FSEOG Program: Total Funds to FSEOG Recipients and Non-Federal Share
of Funds to FSEOG Recipients
• Part IV, Section D. Federal Funds Spent for FSEOG Program: Federal Share of Funds to
FSEOG Recipients
• Part VI, Section A. Distribution of Program Recipients and Expenditures by Type of Student
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In this topic, you will run the process to produce the Fiscal Operations report and Application
to Participate (FISAP).
Procedure
Step
1.
Action
Begin by navigating to the Report on Eligible Aid Applicants for Award Year
2004-2005 page.
Click the Financial Aid link.
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Step
Action
2.
Click the Fund Management link.
3.
Click the Generate FISAP Reports link.
4.
Click the FISAP Report 2006-2007 link.
5.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
6.
You can run this process by searching for an existing Run Control ID or you can
add a new value. Creating a Run Control ID that is relevant to the process may help
you remember it for future use
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Step
7.
Action
You can search for existing Run Control IDs. In this case, only one Run Control ID
exists.
Click the Search button.
8.
Use the Report on Eligible Aid Applicants for Award Year 2004-2005 page to
generate the FISAP report.
9.
You will use the default Institution.
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Step
Action
10.
Click the Aid Year list.
11.
For the Aid Year field, select the aid year for which you are reporting, not the aid
year for which you are applying.
Click the Financial Aid Year 2004-2005 list item.
12.
When you select the Print Student List check box, the system prints an itemized
list of all students in these two sections: Part II Section F and Part VI Section A.
13.
Click the Run button.
14.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and process output format.
15.
You must select a Server Name to identify the server on which the process will run.
If you use the same Run Control ID for subsequent processes, the server name that
you last used will default in this field.
For this example, use the default selection.
16.
Use the Type field to select the type of output you want to generate for this job.
Your four choices are File, Printer, Email, or Web.
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Step
17.
Step
Action
Use the Format field to define the output format for the report. The values are
dependent upon the Process Type you have selected. In this example, the default
value is PDF.
Action
18.
Click the OK button.
19.
You can click the Process Monitor link to verify that the process was successful.
Refer to the Running Reports module for examples of running a process.
20.
You have successfully run the process to produce the Fiscal Operations Report and
Application to Participate (FISAP).
End of Procedure.
Using Forms Engine
The Forms Engine enables high speed and high volume printing to PostScript printers by
sending a PostScript print data stream directly to the printer, bypassing any print driver routines.
It also caches the form layout onto the printer itself so that only the data that changes from page
to page must be sent to the printer for each page.
Upon completion of this lesson, you will be able to:
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• Use the components of Forms Engine.
• Purge form data.
Using the Components of the Forms Engine
The Forms Engine consists of several components. The Application Designer is not part of the
Forms Engine. However, page layouts defined within the Application Designer can be imported
into the Form Editor. You can make all of your changes to a form using Application Designer. If
you use Application Designer to make changes, it is not necessary to make changes in Form
Editor.
In this topic, you will:
• Use the Form Editor.
• Use the form image text repository.
• Upload form image text.
• Review form groups.
• Use output destination formats.
• Specify font names.
• Specify PostScript fonts.
Procedure
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Step
1.
Action
Begin by navigating to the Form Editor page.
Click the Set Up SACR link.
Step
Action
2.
Click the Common Definitions link.
3.
Click the Forms Engine link.
4.
Click the Form Editor link.
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Step
Action
5.
Enter the desired information into the Form Name field. Enter "FA".
6.
Click the Search button.
7.
Click an entry in the list.
8.
Use the Form Editor page to create or modify forms either by importing a page
layout from Application Designer or by manually adding objects to the page
definition. If you import a page layout, the entire contents of the form definition are
replaced by the imported page definition.
9.
Select Set Page Device to force the form to start on a new piece of paper.
This is important when duplex printing (printing on both sides of the paper). If you
do not select Set Page Device, a new form might print on the backside of a piece of
paper.
10.
You can add types of objects to forms such as Box, Data Field, Image, Line, Long
Text, and Text.
11.
You can set attributes for each of these objects such as color, font, position, length,
style, scale, spacing, justification, line thickness, dashes, image ID, and literal text.
Not all attributes apply to all form child objects. You can specify to have sample text
values display in data fields when you preview the form.
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Step
12.
Action
Next, navigate to the Form Image Text Viewer page to update Description and
Cache From On Printer fields.
Click the Form Image Text link.
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Step
Action
13.
Enter the desired information into the begins with field. Enter "FAPSULGO".
14.
Click the Search button.
15.
Use the Form Image Text Viewer page to view the actual PostScript text sent to
the PostScript printer.
16.
The only fields you can update are Description and the Cache Form On Printer.
Cache Form On Printer indicates whether the form is sent to the printer only once
at the beginning of the print run or each time that the image is needed.
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Step
17.
Action
Next, navigate to the Upload EPS Image File page to modify an image that you
rendered on a page by making a new or modified file in encapsulated Postscript
(EPS) format.
Click the Process link.
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Step
Action
18.
Click the Upload EPS Image File link.
19.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
20.
Action
You can run this process by searching for an existing Run Control ID or you can
add a new value. Creating a Run Control ID that is relevant to the process can help
you remember it for future use.
Enter the desired information into the begins with field. Enter "TR".
21.
Click the Search button.
22.
Use the Upload EPS Image File page to modify an image that is being rendered on
a page.
You must create a new or modified form image text file in encapsulated PostScript
(EPS) format and upload it to an FTP site you choose.
You can then run the process to upload this text into the Form Image Text
repository.
23.
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Use the URL field to create a run control record. The URL is the name of the FTP
domain to which you had previously uploaded the EPS file. If you uploaded it to the
FTP server called MYFTPSITE, then you would enter MYFTPSITE into this field.
Training Guide
Enterprise SA 9.0 - Financial Aid
Step
Action
24.
Click the Run button.
25.
Use the Process Scheduler Request page to enter or update parameters, such as
server name and report/process output format.
26.
You must select a Server Name to identify the server on which the report/process
will run. If you use the same Run Control ID for subsequent processes, the server
name that you last used will default in this field.
27.
Use the Type field to select the type of output you want to generate for this job.
Your four choices are File, Printer, Email, or Web.
28.
Use the Format field to define the output format for the report. The values are
dependent upon the Process Type you have selected. In this example, the default
value is TXT.
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Step
29.
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Action
Click the OK button.
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Step
30.
Action
Next, navigate to the Form Groups page to group a list of forms.
Click the Set Up link.
Step
Action
31.
Click the Form Groups link.
32.
Use the Form Groups page to group several forms.
33.
The *Form Group Relative Sequence field indicates the relative order for form
groups to be rendered when more than one form group is output into a single print
stream.
Because the forms are tied to the form groups within an application program, you
should not modify these settings unless you are customizing a program.
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Step
34.
Action
Next, navigate to the Output Destination Formats page to view parameters for
various output formats usable by programs that use the Forms Engine.
Click the Out Dest Formats link.
35.
The Output Destination Formats page specifies parameters for various output
formats usable by programs that use the Forms Engine.
For example, a program looks at the Print Script field to determine the name of a
command script for printing. In the case of the PostScript output destination format,
the print script psprintfile.cmd requires two arguments, the printer name and the
filename.
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Step
36.
Action
Next, navigate to the Font Names page to view all PostScript font names that you
can specify within Form Editor.
Click the Font Names link.
37.
Use the Font Names page to view all PostScript font names that you can specify
within Form Editor.
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Step
38.
Action
Finally, navigate to the Postscript Fonts page to view a list of translations between
Application Designer font names and PostScript font names.
Click the Postscript Fonts link.
39.
Use the PostScript Fonts page to view font names that are specified in the
Application Designer and their translations to PostScript font names.
You must install the font names specified on all of the PostScript printers at your
installation.
40.
You have successfully:
• Used the Form Editor.
• Used the form image text repository.
• Uploaded form image text.
• Reviewed form groups.
• Used output destination formats.
• Specified font names.
End of Procedure.
Purging Form Data
To purge form data, you must first write to the Form Data tables and assign an expiration date
for every page printed with the Forms Engine.
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Use the Form Data Purge page to schedule a daily purge job to run the process to purge expired
pages. If no such process is scheduled to run, you must schedule it.
In this topic, you will purge form data.
Procedure
Step
1.
Action
Begin by navigating to the Form Data Purge page.
Click the Set Up SACR link.
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Step
Action
2.
Click the Common Definitions link.
3.
Click the Forms Engine link.
4.
Click the Form Data Purge link.
5.
A Run Control ID is an identifier that, when paired with your User ID, uniquely
identifies the process you are running. The Run Control ID defines parameters that
are used when a process is run. This ensures that when a process runs in the
background, the system does not prompt you for additional values.
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Step
6.
Action
You can run this process by searching for an existing Run Control ID or you can add
a new value. Creating a Run Control ID that is relevant to the process may help you
remember it for future use.
Enter the desired information into the begins with field. Enter "TR".
7.
Click the Search button.
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Step
Action
8.
Click the Run button.
9.
Use the Process Scheduler Request page to schedule a daily purge job to run the
process to purge expired pages.
10.
Use the Server Name field to set the server name.
11.
Use the Recurrence field to set the Recurrence value to a daily purge schedule.
If you do not have a Recurrence value, navigate to PeopleTools, Process Scheduler
Manager, Use, Recurrence Definitions to create a new one.
12.
Use the Type field to select the type of output you want to generate for this job.
Your four choices are File, Printer, Email, or Web.
13.
Use the Format field to define the output format for the report. The values are
dependent upon the Process Type you have selected. In this example, the default
value is Web.
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Step
Action
14.
Click the Recurrence list.
15.
Click the Daily Purge list item.
16.
Click the OK button.
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Step
Action
17.
Click the Save button.
18.
You have successfully scheduled a daily purge job to run the process to purge
expired pages.
End of Procedure.
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