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Hoppin’ Down The Banner Trail With WVASFAA Spring 2015

1 West Virginia Network

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Don’t Get Lost

     Review release guides Participate in Webinars (free) Join the eCommunity or WVNET listserves Ask questions Test…Test…Test… 3 West Virginia Network

eCommunity

       Replaced The Commons You should be able to join if you are at a WV school Network with other Banner users Ask questions Respond to questions Monitored by Ellucian consultants http://www.ellucian.com/eCommunities/ 4 West Virginia Network

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WVNET Listserves

  WVNET-BUG (WVNET Banner User Group List) has functional or technical users who would like to participate. Receive updates and/or discuss issues. A telephone meeting is held every third Thursday at 2:00.

WVBFAUG (Banner Financial Aid User Group) has mostly users interested in the Financial Aid product. Updates are posted, telephone meetings are planned as often as users feel the need. 6 West Virginia Network

Back On The Trail

      Recent releases have brought lots of changes.

8.20 – 150% Sub Loan processing and an update to Transfer Monitoring processing.

8.21 – FISAP for 1314 and SAY!

8.21.1 – Startup for 1516 8.22 – 1516 Dataload 8.22.0.1 – RERIM4B to process COD generated files after March 29.

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Still On The Trail

    8.22.0.2 – Pell Award and Disbursement Schedule for 1516 8.22.1 – Direct Loan Streamlining. BBAY processing. Fixed some issues with EDE and COD processing edits. The release guide is 405 pages and it took two webinars to cover it – those are major changes.

8.22.1 patches – defect fixes.

8.23 – Due at the end of April. COD updates for 1516. You must have 8.22 installed before you can install 8.23.

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A Side Track

 RNASL15 – Yes, you can override information on this screen. Before entering the form, change the source to manual, then do next block. A warning box will pop up. Say ok. You can now make changes and save. This will be the current record until a new transaction gets loaded. You may have to make the manual record current again.

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Still On A Side Track

 Why do I have to update RNASL15? Banner uses NSLDS history. If a previous school processed a Pell or loan and then sent corrections to COD, the corrections may not happen in NSLDS for months. COD is the authority since they receive the change immediately. Update RNASL15 to match COD so Banner can award or disburse the fund. 10 West Virginia Network

Don’t Trip Over Roots

    Continuing on the path to period-based awarding.

Now includes Direct Lending.

Don’t forget to allow period accept/decline on the web (self-service).

RFRMGMT, ROAMGMT, RFRMUPD (mass update).

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Look Out For Stumps

     There is a new tab on ROASTAT.

Period Status Tab added.

The lock indicator will prevent the Banner Year in College from being overridden during batch posting or other automatic processes.

Banner will still use Banner Year In College from RNANA16 if no Algorithmic rules are present.

The alternative is to use algorithmic rules to calculate the Period Year In College (RORALGO) and batch post it.

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SAY, How Does That Work?

    SAY is meant to be a guide by which COD determines the length of the academic year for that student.

The rule of thumb is that the SAY can be longer than the period but should not be shorter.

Fall-only and spring-only would have a SAY equal to fall/spring so each reflects 50% of a year.

If you add summer, you have to increase the SAY to include summer so you don’t go over 100% of an academic year. 13 West Virginia Network

Crossing Over The Stream

    Summer is a crossover period whether it crosses the aid year or not. Go over the examples provided in the release guide for more help.

If you have different aid periods with different start/end times, use a new SAY for those so correct usage percentages are used by COD.

Two places to mark ‘crossover’ – RORPRDS (required) and RORSAYR (required). 14 West Virginia Network

Stray Breadcrumb

   If you have paid a fund, you can’t change the aid period so you’re stuck with the SAY that’s already there.

If you need to update the SAY to include different periods for a DL Sub loan, you can enter an override SAY on the bottom of RPAAWRD.

Keep that 8.22.1 release guide handy for its examples.

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On The Horizon

    8.23 will bring us MPN functionality.

8.23 will deliver RERIM16 that will load incoming MPN files.

View the MPN on RLADMPN (RLRDMPN table).

Status codes will alert the user to the exact status of the MPN. See page 169 -170 of the 8.22.1 release guide for details.

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Way Over The Hill

     Banner 9 is Banner XE. Eliminates forms. Financial Aid scheduled for spring.

Requires temporarily logging into Banner and Banner XE via single sign-on so you don’t know you’ve switched systems.

Once you start, you can’t go back.

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Some Simple Rules

     Direct Loan MPN Rules tab is new on ROAUSIO.

Set up rules by loan type.

When do you want to create MPN requirement – Awarding, Acceptance, Origination, Never?

Displays on RRAAREQ (Direct Loan MPN’s tab) and ROASMRY (Promissory Notes tab).

Note that RRAAREQ allows you to customize instructions by student.

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Finally, A Clear Path

    Direct Loan processing has been completely separated from Manual and Electronic loans.

PLUS borrower data can be used from year to year without re-entering.

Changes can be made on RPAAWRD and the origination record will ‘sync up’ without manual intervention.

BBAY processing is supported.

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A Footprint

     REACODS replaces REASTID beginning in 1516.

Gets created with the first origination for DL, Pell, or TEACH. Contains more information than REASTID.

Not aid year specific.

Use ‘duplicate record’ to make a new record and make manual updates if needed.

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Fledging The Nest

   Parent loans have their own form now (RLADBOR).

Student loan originations are on RLADLOR with a link to RLADBOR under the PLUS Data tab of RLADLOR.

More functionality coming in 8.23 for attaching PLUS to student loan record. 21 West Virginia Network

A New Feeder

     RLRDFEE is a new form to maintain origination fees.

It will feed the fees to the origination process based on date of the first disbursement.

Prefilled with fees up to 10/01/14.

Future updates will be manually entered.

Banner will display a disbursement error if the fee and disbursement date are no longer a match.

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Barely Tested The New Release

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The Cubs Are Not Happy

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