Transcript Datatel Functional Session

Datatel Functional Session
Susan Swisher
Saint Xavier University
MINNEAPOLIS, MN
OCTOBER 18-21
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Online User Assistance
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www.datatel.com
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Client Communities
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Financial Aid Client Community
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Financial Aid CAT
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AnwserNet
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Documentation
Documentation
listed within the
past 2 months
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View all documentation
Datatel Community Forums
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Datatel Users’ Group
Can’t make
it to the
DUG annual
conference?
Go to the
Conference
website to
access the
presentation
handouts
MINNEAPOLIS, MN
OCTOBER 18-21
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Simplifying Processes
MINNEAPOLIS, MN
OCTOBER 18-21
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PCR – Pending Correspondence
Report
Use this report to find all
of the correspondence
that you need to
process for a given time
frame.
Features:
•Run open to pull all
document codes or by
specific documents
•Run in Detail (lists
each student associated
with document) or
Summary mode which
gives number of
students associated
with document
MINNEAPOLIS, MN
OCTOBER 18-21
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PCEX-Express Correspondence Processing
•Quick way to
process letters
or email
•Eliminates the
multi-step
process of
PCB
•Can be run
using individual
student IDs or
a saved list
MINNEAPOLIS, MN
OCTOBER 18-21
MASFAA: TIME TO REFOCUS
Annual FA Setup
MNEUMONIC
SCREEN NAME
General Setup
FFSP
AWPD
ADCM
ATPC
PATR
FA File Suite Processing
Award Period Definition
Award Disb Code Maintenance
Attendance Pattern Definition
Attendance Pattern Rule Table
Communication Management
CMC
Communication Codes
DPAR
Define Custom Paragraphs
RLDE
Rules Definition
DOC
Document Codes
DFS
Document File Setup
TRC
Tracking Codes
RLDE
Rules Definition
CRRD
Corres Requests Definition
Packaging
APCD
Packaging Category Detail
ANNUAL
Created by FASA form MISCELLANEOUS INFO
Process
Screen
Screen
Screen
Screen
No
No
No
No
Yes
Multiple per year
Multiple per year
Multiple per year
Requires review if FASA used
Screen
Screen
Screen
Screen
Screen
Screen
No
Screen
Yes
Yes
No
Yes
No
Yes
No
Yes
Multiple
Multiple
DOC Rules, Multiple
Multiple
Multiple, tied to DOC
Multiple
CRRD Rules, Multiple
Multiple
Screen
No
Multiple
Screen
Yes
Requires review if FASA used
Sample of the Annual
FA Setup Worksheet
provided by Datatel
APAC
Award Packaging
PKDF
Packaging Definition
Screen
No
Multiple
PDRL
Packaging Definition Rule Table
Screen
Yes
Requires review if FASA used
Packaging Sub-screens
PCRL
Packaging CB/Inst Rules
Screen
Yes
Requires review if FASA used
PERL
Packaging Eligibility Rules
Screen
Yes
Requires review if FASA used
MINNEAPOLIS, MN
OCTOBER 18-21
MASFAA: TIME TO REFOCUS
FASA – Financial Aid Set Up Assistant
Use FASA to copy:
•Rules
•Fund Budgets
•Communication Management: Copies
Communication, document, paragraph, track
and correspondence request codes into new
year
Eliminates the manual process of having
to recreate each of these items for every
processing year.
MINNEAPOLIS, MN
OCTOBER 18-21
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FASA continued
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OCTOBER 18-21
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Subroutines
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Packaging Eligibility Rollover Subroutine
You can use the
Datatel delivered
subroutine
S.FA.ELIG.AMT.PR.YR
on the PARL screen to
pull over award
amounts from prior
years.
MINNEAPOLIS, MN
OCTOBER 18-21
MASFAA: TIME TO REFOCUS
Packaging Amount Rollover Subroutine
You can use the Datatel
delivered subroutine
S.FA.PKG.AMT.PR.YR
on the PARL screen to
pull over award amounts
from prior years.
MINNEAPOLIS, MN
OCTOBER 18-21
MASFAA: TIME TO REFOCUS
Pell Award Amount Subroutine
Use the Datatel
supplied Pell
subroutine
S.FA.PELL.AWD
on the AAD
screen
MINNEAPOLIS, MN
OCTOBER 18-21
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Pell Transmittal Subroutine
Use the
Datatel
supplied
subroutine
PELL.SUBR
on AAXL
MINNEAPOLIS, MN
OCTOBER 18-21
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BASC – Batch Comments
Use BASC to
batch the same
comment to
multiple students.
MINNEAPOLIS, MN
OCTOBER 18-21
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Batch Processes
MINNEAPOLIS, MN
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BAWD – Batch Awarding
Use BAWD to
batch an award,
change award
amount or
update an Action
status.
Can be used to
modify either by
term or annually
an award or
action
MINNEAPOLIS, MN
OCTOBER 18-21
MASFAA: TIME TO REFOCUS
PKCR – Batch Auto Package
Features:
•Run in update or nonupdate mode
•Report options
•Student Packaging
•Validation
•Expanded Rule
Validation
MINNEAPOLIS, MN
OCTOBER 18-21
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Datatel Delivered Reports
MINNEAPOLIS, MN
OCTOBER 18-21
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PEVR- Pell Eligibility Variance
Use this report to find
students with Pell
amounts awarded that
do not match their
entitlement amounts.
Can be run on all
students or those only
with a variance .
MINNEAPOLIS, MN
OCTOBER 18-21
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PEVR Report
MINNEAPOLIS, MN
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ULAP – Unlinked Loan Applications
ULAP is used to find
any Unlined Loan
Applications
Used when loans are
certified using one
unique loan ID and the
funds are disbursed
under another.
Can be run for All loan
types.
MINNEAPOLIS, MN
OCTOBER 18-21
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Sample ULAP Report
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IART – ISIR Alert Report
Report is useful in helping
to identify awarded
students who have a CPS
generated ISIR that has
not been reviewed.
MINNEAPOLIS, MN
OCTOBER 18-21
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Sample IART Report
MINNEAPOLIS, MN
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TFAR – Transmittal FA Report
Use TFAR if
you want to
review the aid
that has been
transmitted for
any timeframe,
award period,
award or
students.
MINNEAPOLIS, MN
OCTOBER 18-21
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Sample TFAR Report
MINNEAPOLIS, MN
OCTOBER 18-21
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APCR – Attendance Pattern Mismatch
Report
Use APCR to
compare
financial aid
information
with
registration
information
MINNEAPOLIS, MN
OCTOBER 18-21
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Sample APCR Report
MINNEAPOLIS, MN
OCTOBER 18-21
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OAWR - Overaward Report
Use OAWR to
identify students
where need or cost
of attendance has
been overawarded
All awards must have
Need/Cost/FC
identified correctly
when the award was
setup on AWD
MINNEAPOLIS, MN
OCTOBER 18-21
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Sample OAWR Report
MINNEAPOLIS, MN
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AWDR – Award Register
Provides
summary
and detail
award
information
MINNEAPOLIS, MN
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AWDR - Award Register - Detail
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AWDR - Award Register - Summary
MINNEAPOLIS, MN
OCTOBER 18-21
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FMGT – Fund Management
Use FMGT to
list total award
amounts, total
amounts by
action category
and transmitted
amounts
Use summary
only field to
suppress
student detail
MINNEAPOLIS, MN
OCTOBER 18-21
MASFAA: TIME TO REFOCUS
Sample FMGT Report
MINNEAPOLIS, MN
OCTOBER 18-21
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FCAR – Award Analysis
Use FCAR to
provide a list of
all or selected
students within
a specific award
year.
Report can be
limited by award
period, award
and action
status
MINNEAPOLIS, MN
OCTOBER 18-21
MASFAA: TIME TO REFOCUS
Sample FCAR Report
MINNEAPOLIS, MN
OCTOBER 18-21
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Questions?
MINNEAPOLIS, MN
OCTOBER 18-21
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