Financial Aid Overview Tracy Dale Senior Consultant 3D Technologies

What are we going to cover? Yearly Setup ISIR Reporting Manual Awarding COD Export/Import Auto Packaging Term and modules

Yearly Setup Use one financial and academic year Key Points Use one financial and academic year Student loan periods are set per student Make budget labels generic enough to be reused Pell chart importing Set award reference values before awarding

ISIR Reporting Doctrack Autoload is a requirement Key Points Doctrack Autoload is a requirement Add document for each required comment code Use SQL conditions for verification

Manual Awarding Key Points Single and Multi student packaging only add awards in mass, no logic Works for smaller schools Use packaging worksheet to calculate package

COD Import/Export Award status is most important field Key Points Award status is most important field Official students aren’t always full time Used in conjunction with Doctrack Autoload , you will not disburse ineligible students

Auto Packaging Adjust awards based on enrollment status Key Points Adjust awards based on enrollment status Estimate awards for all ISIRs received , quickly Saves time awarding basic federal aid. On average, takes 20 minutes to package 1000 students

Terms and Modules Key Points Registration setup affects how financial aid would be setup It’s possible to do both in CAMS, use an incremental approach May require customizations to CAMS based on programs

Let’s look at CAMS

Wrap up CAMS Financial Aid Module can save time Time investment in setup is recommended Basic knowledge of SQL is recommended In tuition based school, it’s the most important office, get help.

Questions? Tracy.dale@3dtechnologiesllc.com