Transcript Slide 1
Online Award Letter Financial Aid Self-Serve Banner 7.12 Carol Linsley, Financial Aid Solutions, SunGard Higher Education Self Serve – New Module • New Components on the Web • New Tabs – Award Overview – Resources/ Additional Information – Terms and Conditions – Accept Award Offer – Special Messages Option to Display Each Tab Agenda • 7.12 Award Information on the Web – Web Messages – Web Questions and Answers – Entering Resources on the Web – Selecting a Lender – Email Notification to Students Banner Self Service Financial Aid 7.12 Banner Self Service 7.12 – What’s New • View new components on the web • Personalize the Students Web View – Display messages – Provide Instructions for Completing Forms – Ask College Questions and Review Student Answers – Select Lender – Add Special Messages – Send Award Notification ROAINST - New Controls for Web Display • Multiple Display Options – COA – Need – Cumulative Loan Amounts – Outside Resource Detail – Terms and Conditions – Allow Student to Submit Outside Resource Info – Allow Student to Submit Award Info – ETC Set Up - ROAINST – Controls Display • RFRMGMT – Add Web Accept/Decline Status • RTVAWST – Add Web Accept/Decline Status • RFRMGMT – Add Web Accept/Decline to each fund – Enable Web Lender Selection – Enable Display PN on Web Set Up - RFRMGMT - New Web Accept and Decline Status Web Information • GOAL – Display a message to all freshmen that their aid package was based on their freshman status. Add Information to the Web Award Letter • Steps to Create Information on the Web a. b. c. d. Name your SQL Rules Write and Validate SQL rules Decide which New Tab to Display Information Enter the Value and the Text that will be Displayed on the Web e. Work with Web Tailor to get the right look and feel RTVWTXT – a. Name Rules • Add the Name of Each Rule that you will be using – Rules for Example: Year in College, PLUS Info RORWTXT – b. Write and Test Rules RORWTXT – b. Write Rule select rcrapp1_yr_in_coll from rcrapp1 where rcrapp1_curr_rec_ind = ‘Y’ and rcrapp1_aidy_code = :aidy and rcrapp1_pidm = :pidm RORWTXT – b. Validate Rule RORWTXT- c. Select Values and Text for the Web • Select the Tab to display the information – Award Overview Tab • Select values and text to add to the web – Value - Year in College = 1 Freshman – Text – ‘Your award is based on being a Freshman’ Write the Values and Statements RORWTXT RORWTXT – Test Rules View Message on the Web What Other Information Can I Show on the Web?? EXAMPLE • GOAL – Display PLUS Information – Tell students that their parents may be eligible to borrow. – Tell students how much PLUS they may be eligible for RORWTXT Write Rule PLUS – By Dependency select rcrapp2_model_cde from rcrapp2,rcrapp1 where rcrapp2_aidy_code = rcrapp1_aidy_code and rcrapp2_infc_code = rcrapp1_infc_code and rcrapp2_seq_no = rcrapp1_seq_no and rcrapp2_pidm = rcrapp1_pidm and rcrapp1_curr_rec_ind = ‘Y’ and rcrapp1_pidm = :pidm and rcrapp1_aidy = :aidy RORWTXT – Write Rule RORWTXT – Select Value and Text to Display on Web RORWTAB – Sequence Information on the Tab • Determine the sequence that the information on the tab – Year in College – Plus RORWTAB – Award Overview - Sequence New RTVWVAR – Variable Names RORWVAR – Write Variable RORWTXT – Value and Text View Message on the Award Overview Tab Resources and Additional Information Tab • • • • Display Additional Resources Ask Questions Define Answers Staff Review responses Questions and Answers on the Web – Question Rules • Name Questions – RTVWEBQ • Define questions – RORWBQA • Define Answers – Type • Defined List • Free Form • Numeric – Frequency • Once per year • Each Time Awards are Accessed • Until Awards are Accepted RORWBQA - Questions and Answers on the Web - Define Questions Ask Questions - RORWBQA • Define Answers RORWBQA – Define Answers • Does the Answer Stop Processing? Financial Aid Office – RPAINFO – Staff Review Answers to Questions • Questions Remain ‘Unreviewed’ until Financial Aid Office marks them as reviewed on RPAINFO. • Self-Service shows students that an answer is ‘Unreviewed’ until staff has completed review. • Outside Scholarship Resources may be added to the Resource form RPAARSC from this form. Answer Questions new New RPAARSC View Reported Resources on the Web Select Lender on the Web • Set up Lenders on RPRLNDR • Activate Lenders RPASLND – Lender History Self-Service 7.12 – Additional Communication with Students • Add instructions to any Form on the Web using RTVTREQ • Students may PRINT formatted award letter from Self Service • Send E-Mail Notifications to students about changes in their award through Self-Service Add Instructions to a Form on the Web • RTVTREQ Print Award Letter Send E-Mail Notification RTVELTM – Email Notification View ROVFAID - View RORELTF – Set Up Award Notification Award Letter on the WEB More Information: Financial Aid Self Service 7.12 Carol Linsley, Financial Aid Solutions, SunGard HE [email protected] SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners. © 2008 SunGard. All rights reserved.