Financial Aid Self Service for Colleague An Ellucian Product NCASFAA Spring Conference – April 10-13, 2016

Business Systems Analyst-East Brandi Massey Karen Britt Statler Business Systems Analyst-East Brandi Massey Business Systems Analyst-West Joel Brubaker Technology Training and Support Engineer NCASFAA Spring Conference – April 10-13, 2016

Upcoming Training Sessions/Resources May 3-4, 2016 (Wayne CC) May 10-11, 2016 ( Central Piedmont CC) NCCCS Self-Service Financial Aid Implementation Guide (NCLOR) Colleague Self-Service: Setting up Financial Aid (Ellucian Hub) NCASFAA Spring Conference – April 10-13, 2016

Self-Service Financial Aid Overview NCASFAA Spring Conference – April 10-13, 2016

Self-Service Financial Aid Overview Self-Service Financial Aid was licensed to the NC Community College System on December 16, 2015. Self-Service Financial Aid requires three components to be completed before use. IT staff must complete two components before implementing Self-Service Financial Aid: 1. Software installation 2. Software configuration All items in section 2 must be completed before setting up and using the new Self-Service Financial Aid. The third and final step is the application setup and configuration, which is performed by the Financial Aid Office. NCASFAA Spring Conference – April 10-13, 2016

Self-Service Financial Aid Application Setup NCASFAA Spring Conference – April 10-13, 2016

NCASFAA Spring Conference – April 10-13, 2016 Required Maintenance FACB-FA Counselor Batch Add and Update If your college needs help creating rules or running FACB, refer to the document entitled How to Update FA Counselor Field in Batch (FACB) on the NCLOR at http://explorethelor.org/. NCASFAA Spring Conference – April 10-13, 2016

NCASFAA Spring Conference – April 10-13, 2016 Required Maintenance Rule Failure Messages NCASFAA Spring Conference – April 10-13, 2016

NCASFAA Spring Conference – April 10-13, 2016 Communications CORE-CCWP NCASFAA Spring Conference – April 10-13, 2016

Emails/Communication Directions for Students to Access Self-Service Financial Aid: As your college begins to consider changes in communications to students, college staff must consider how students are directed to Financial Aid Self-Service. The following instructions will provide a SAMPLE of how this may be delivered (steps may differ for each college): Access WebAdvisor –<INSERT YOUR LINK HERE> Log in to WebAdvisor. Click the Students menu. Select Financial Aid Checklist. Select the 2016/2017 award year. To view information about your Financial Aid eligibility, select the Financial Aid tab. NCASFAA Spring Conference – April 10-13, 2016

NCASFAA Spring Conference – April 10-13, 2016 ALPA & ALTR In order for the Award Letter to be visible in Financial Aid Self-Service, you must run the Award Letters (ALTR) process. If your college runs the Express Corresp. Processing (PCEX) process to generate an email reminder and ALTR is not generated, your college may want to consider a change in workflow. The setup on the Award Letter Parameters (ALPA) form will dictate the output on ALTR and ultimately the output on Self-Service. For more information, refer to page 21 of the complete guide titled Colleague Self- Service: Setting Up Financial Aid (November 25, 2015). NCASFAA Spring Conference – April 10-13, 2016

NCASFAA Spring Conference – April 10-13, 2016 FALD In order for the award letter to be viewable in Self Service, the S.PRINT.ALTR subroutine must be associated with the award letter. It will necessary to generate the award letter via ALTR to allow the award letter view in Self Service. NCASFAA Spring Conference – April 10-13, 2016

FSOP – FA SS Office Parameters NCASFAA Spring Conference – April 10-13, 2016

FSSL – FA Self-Service Links NCASFAA Spring Conference – April 10-13, 2016

FOYP – FA SS Office Year Parameters NCASFAA Spring Conference – April 10-13, 2016

FSAP – FA SS Awarding Parameters NCASFAA Spring Conference – April 10-13, 2016

FSAA – FA SS Award Averages NCASFAA Spring Conference – April 10-13, 2016

NCASFAA Spring Conference – April 10-13, 2016 New Loan CMC Codes FA16CLRQ – 16/17 Loan Request (Web) FA16CLCH – 16/17 Loan Change (Web) NCASFAA Spring Conference – April 10-13, 2016

FSLP – FA SS Loan Parameters NCASFAA Spring Conference – April 10-13, 2016

FOEC – FA Office Electronic Consent Parameters NCASFAA Spring Conference – April 10-13, 2016

FOSP – FA Office SAP Parameters NCASFAA Spring Conference – April 10-13, 2016

FSSS – FA SAP Status Setup NCASFAA Spring Conference – April 10-13, 2016

FSDP – FA SAP Display Parameters NCASFAA Spring Conference – April 10-13, 2016

Self – Service Processing NCASFAA Spring Conference – April 10-13, 2016

FCIB – FA Checklist Item Batch NCASFAA Spring Conference – April 10-13, 2016

Application Completion Date FASI Screen NCASFAA Spring Conference – April 10-13, 2016

RLPC Processing with Rule NCASFAA Spring Conference – April 10-13, 2016

ACDB – Application Complete Date Batch NCASFAA Spring Conference – April 10-13, 2016

PLRS – Pending Award Requests Summary NCASFAA Spring Conference – April 10-13, 2016

NCASFAA Spring Conference – April 10-13, 2016 ALTR – Award Letters The ALTR process must be generated for the award letter to be visible on the FA Self-Service dashboard. If your college does not currently use ALTR, you must complete setup on ALPA and ALRT during FA annual setup. NCASFAA Spring Conference – April 10-13, 2016

FSCV – FA Self-Service Counselor View NCASFAA Spring Conference – April 10-13, 2016

NCASFAA Spring Conference – April 10-13, 2016