Student Loan Totals in Self Service Lin Taylor

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Messiah College 2800 Undergraduate students 749 Graduate students Banner school since 2006

Student Loan Totals in Self Service Why? Government Mandate? Will Banner provide a way? To serve, inform and educate the student? Personalization of info = students are better informed and know what to expect FA office gets fewer questions from students

PA house bill HB2124 (1) An estimate of the total amount of Federal education loans or other student loans which are disbursed by the institution of higher education taken out by the student.

PA house bill HB2124 (2) Subject to subsection (b), an estimate of the total payoff amount of the Federal education loans or other student loans which are disbursed by the institution of higher education incurred BY THE STUDENT ENROLLED AT THE INSTITUTION OF HIGHER EDUCATION, IF THE LOANS WERE TO GO INTO REPAYMENT AS OF THE DATE OF THE ANNUAL NOTIFICATION UNDER THIS SUBSECTION.

PA house bill HB2124 (e) An institution of higher education shall provide the information to students through first class mail, electronic mail or other communication protocol established by the institution of higher education Etc....

Student Loan Totals in Self Service Step by step approach With Standard Banner 9 forms Every Banner screen Every button and text field All the SQL and HTML Not custom Every Banner Fin Aid department can use it.

Design

Designing your message What tab? What info? Make a design First design In the end, only 2 budget amounts and 2 types of aid

Where do text blocks display on the tab? Award Overview RORWTXT messages will display above the award Web Tailor text displays below the award Special Messages Messages display in the order you specify on RORWTAB Self Service 9  ???????

Choosing your data

Choosing the data RFRBASE – shows Fund Codes and Fund Types We have to figure out which budget components to include. Ask how many use aid year vs period budgets.

Choosing the data Filter Options: Fund Code Fund Type Aid Type We have to figure out which budget components to include. Ask how many use aid year vs period budgets.

We have never implemented this! There may be more filters you want to add, like “Status”. How many have worked with SQL?

Match the design to the data Federal Sub Loans RPRAWRD_FUND_CODE in ('PERG','PERK','FDSL','GDSL') How many have worked with SQL?

Match the design to the data Federal Unsub Loans RPRAWRD_FUND_CODE in ('FDUL','GDUL') How many have worked with SQL?

Match the design to the data Plus Loans RPRAWRD_FUND_CODE in ('FDPL','GDPL') How many have worked with SQL?

Match the design to the data Nursing Loans RPRAWRD_FUND_CODE in ('STAN','STAB') How many have worked with SQL?

Match the design to the data Private Loans – RTVFTYP_ATYP_IND = 'L' and RPRAWRD_FUND_CODE NOT in ('PERG','PERK','FDSL','GDSL','FDUL', 'GDUL','FDPL','GDPL','STAN','STAB') (Catch-all for any other loan) How many have worked with SQL?

Into Banner!

What Banner forms? For the variables: For the block of text: RTVWVAR – define names and descriptions for your variables RORWVAR – make a rule for each variable (SQL) For the block of text: RTVWTXT – create a name and description for the text block that will contain the variables RORWTAB – insert that name on the tab and choose the display sequence RORWTXT – write the block of text (HTML) and rule for displaying it (SQL) Overview of the forms

Into Banner! The Variables

Define your variables RTVWVAR define names and descriptions for your variables RORWVAR make a rule for each variable

Define your variables - RTVWVAR Click Insert to Insert an new variable name Type in the Name and Description Hit Save

Define your variables - RORWVAR Make rules for the variables Find the variable you created in RTVWVAR Explanation of the rules is ahead

Define your variables - RORWVAR Make rules for the variables Type or paste the rule Click Save Click Validate Explanation of the rules is ahead

Define your variables SELECT NVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), LC_FEDERAL_SUB_LOANS -- Federal Sub Loans SELECT NVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), '$99,990.00') ,'0.00') from RPRAWRD where RPRAWRD_PIDM = :PIDM and RPRAWRD_FUND_CODE in ('PERG','PERK','FDSL','GDSL')

Test the rule - RORWVAR Explanation of the rules is ahead

Test the rule - RORWVAR Click Test Make rules for the variables Explanation of the rules is ahead

Test the rule - RORWVAR Explanation of the rules is ahead

Test the rule - RORWVAR Enter then click Execute Explanation of the rules is ahead

Test the rule - RORWVAR Nursing loan totals = 10,000 Explanation of the rules is ahead

Test the rule - RORWVAR Explanation of the rules is ahead

Define your variables LC_FEDERAL_UNSUB_LOANS -- Federal Unsub Loans SELECT NVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), '$99,990.00') ,'0.00') from RPRAWRD where RPRAWRD_PIDM = :PIDM and RPRAWRD_FUND_CODE in ('FDUL','GDUL')

Define your variables SELECT NVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), LC_PLUS_LOANS -- Plus Loans SELECT NVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), '$99,990.00') ,'0.00') from RPRAWRD where RPRAWRD_PIDM = :PIDM and RPRAWRD_FUND_CODE in ('FDPL','GDPL')

Define your variables SELECTNVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), LC_PRIVATE_LOANS -- Private Loans SELECTNVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), '$99,990.00') ,'0.00') from RPRAWRD, RFRBASE, RTVFTYP where RPRAWRD_PIDM = :PIDM and RPRAWRD_FUND_CODE = RFRBASE_FUND_CODE and RTVFTYP_CODE = RFRBASE_FTYP_CODE and RTVFTYP_ATYP_IND = 'L' and RPRAWRD_FUND_CODE NOT in ('PERG','PERK','FDSL','GDSL','FDUL','GDUL','FDPL','GDPL','STAN','STAB')

Define your variables SELECT NVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), LC_NURSING_LOANS -- Nursing Loans SELECT NVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), '$99,990.00') ,'0.00') from RPRAWRD where RPRAWRD_PIDM = :PIDM and RPRAWRD_FUND_CODE in ('STAN','STAB')

Define your variables select NVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), LC_TOTAL_LOANS -- Total Loans select NVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT), '$99,990.00') ,'0.00') from RPRAWRD, RFRBASE, RTVFTYP where RPRAWRD_PIDM = :PIDM and RPRAWRD_FUND_CODE = RFRBASE_FUND_CODE and RTVFTYP_CODE = RFRBASE_FTYP_CODE and RTVFTYP_ATYP_IND = 'L'

Define your variables total loans expected select CASE LC_TOTAL_LOANS_EXPECTED  total loans expected select CASE WHEN banner_util.Get_Student_Class( RPRAWRD_pidm, '201410' ) = 'FY' THEN NVL(TO_CHAR((SUM(RPRAWRD_OFFER_AMT) * 4), '$99,990.00'),'0.00')

Define your variables total loans expected select CASE LC_TOTAL_LOANS_EXPECTED  total loans expected select CASE WHEN banner_util.Get_Student_Class( RPRAWRD_pidm, '201410' ) = ' JR' THEN NVL(TO_CHAR((SUM(RPRAWRD_OFFER_AMT) * 1.333), '$99,990.00'),'0.00')

Define your variables LC_TOTAL_LOANS_EXPECTED  LoanChart - tot loans expected select CASE WHEN banner_util.Get_Student_Class( RPRAWRD_pidm, '201410' ) = 'FY' THEN NVL(TO_CHAR((SUM(RPRAWRD_OFFER_AMT) * 4),'$99,990.00'),'0.00') WHEN banner_util.Get_Student_Class( RPRAWRD_pidm, '201410' ) = 'SO' THEN NVL(TO_CHAR((SUM(RPRAWRD_OFFER_AMT) * 2),'$99,990.00'),'0.00') WHEN banner_util.Get_Student_Class( RPRAWRD_pidm, '201410' ) = 'JR' THEN NVL(TO_CHAR((SUM(RPRAWRD_OFFER_AMT) * 1.333),'$99,990.00'),'0.00') WHEN banner_util.Get_Student_Class( RPRAWRD_pidm, '201410' ) = 'SR' THEN NVL(TO_CHAR(SUM(RPRAWRD_OFFER_AMT),'$99,990.00'),'0.00') ELSE '0.00' END from RPRAWRD, RFRBASE, RTVFTYP where RPRAWRD_PIDM = :PIDM and RPRAWRD_FUND_CODE = RFRBASE_FUND_CODE and RTVFTYP_CODE = RFRBASE_FTYP_CODE and RTVFTYP_ATYP_IND = 'L' and exists (select 'Y' from RORSTAT where RORSTAT_PIDM = RPRAWRD_PIDM and RORSTAT_AIDY_CODE = 1415) group by RPRAWRD_PIDM

The Select explained

Into Banner! Text block and Rules

Variables defined Variables filled Now, make a place to display them. RTVWTXT – create a name and description for the text block that will contain the variables RORWTAB – insert that name on the tab and choose the display sequence RORWTXT – write the block of text and a rule to control who sees it

RTVWTXT Create a name and description for the text block that will contain the variables

RTVWTXT Pick a name for the block of text Click Add

RTVWTXT – One name per area of text Pick a name for the block of text Type in a name and description for the block of text Click Save

Insert that name on the tab and choose the display sequence RORWTAB Insert that name on the tab and choose the display sequence

RORWTAB Choose the tab to display the block of text. Enter Aid Year Select the self service tab where you want to display the chart Click Go

Click the dots to find your rule name. RORWTAB Choose the tab to display the block of text. Click New Click the dots to find your rule name.

Select your rule name from the list. RORWTAB Choose the tab to display the block of text. Select your rule name from the list.

Enter a sequence number – where it should display on the page, RORWTAB Choose the tab to display the block of text. Enter a sequence number – where it should display on the page, and save.

Write the block of text and a rule to control who sees it. RORWTXT Write the block of text and a rule to control who sees it.

RORWTXT Click to find your rule, then select it. SQL Rules tab 2 step process, 2 tabs If you don’t validate it, it won’t work

SELECT 'Y' FROM DUAL RORWTXT SQL Rules tab Type the rule. This rule will display for everyone. Save and validate SELECT 'Y' FROM DUAL 2 step process, 2 tabs If you don’t validate it, it won’t work

Allows different blocks of text for different students RORWTXT Select case when :PIDM not in ('160593','157010') then 'TURNEDOFF' -- since we are not using this now (allow the test cases) when exists (Select * from RORSTAT where RORSTAT_PIDM = :PIDM and RORSTAT_AIDY_CODE = :AIDY and RORSTAT_TGRP_CODE LIKE 'G%') then 'GRADSTUDENT' when exists (Select * from RPRAWRD where RPRAWRD_PIDM = :PIDM and RPRAWRD_FUND_CODE in ('STAN','STAB' )) Then 'NURSE' when exists (Select * from RPRAWRD, RFRBASE, RTVFTYP and RPRAWRD_FUND_CODE = RFRBASE_FUND_CODE and RTVFTYP_CODE = RFRBASE_FTYP_CODE and RTVFTYP_ATYP_IND = 'L' and RPRAWRD_OFFER_AMT is not null and RPRAWRD_OFFER_AMT > 0 ) Then 'LOANS' else 'NOLOANS' end from dual Select Value Rules tab Allows different blocks of text for different students GI always displays

'TURNEDOFF' – since we are not using it 'GRADSTUDENT' RORWTXT 'TURNEDOFF' – since we are not using it 'GRADSTUDENT' 'NURSE' – Nursing loans exists 'LOANS' – Other loans exists 'NOLOANS' – Has no Loans Select Value Rules tab GI always displays

Test the rule and make it active RORWTXT SQL Rules tab Test the rule and make it active 2 step process, 2 tabs If you don’t validate it, it won’t work Then click Select Value Rules

The Select Value Rules tab RORWTXT The Select Value Rules tab is where you type in the text that will display, along with the variables you just created. All the tabs

RORWTXT Select the tab from the list It always defaults to GI SQL Rules tab Select the tab from the list It always defaults to GI 2 step process, 2 tabs If you don’t validate it, it won’t work

Type in the value you assigned in the rule with no quotes. RORWTXT Select Value Rules tab Type in the value you assigned in the rule with no quotes. Type in a heading using HTML All the tabs

Type in the text and variables here, and save. RORWTXT Type in the text and variables here, and save. You can look up Your variables here All the tabs

What goes in the text block? HTML Text Variables e.g.<** LC_FEDERAL_SUB_LOANS **> How many have worked with HTML?

The HTML text for LOANS <p>This chart shows all the loans you have taken out in your time at Messiah. It includes loans for the current year, even if they have not disbursed yet.<p> <table> <tr><td>Federal Subsidized Loans (Direct and Perkins)</td><td align="right"><**LC_FEDERAL_UNSUB_LOANS**></td></tr> <tr><td>Federal Direct Unsubsidized Loans</td><td align="right"><**LC_FEDERAL_SUB_LOANS**></td></tr> <tr><td>PLUS Loans</td><td align="right"><**LC_PLUS_LOANS**></td></tr> <tr><td>Private Loans</td><td align="right"><**LC_PRIVATE_LOANS**></td></tr> <tr><td>Total</td><td align="right"><**LC_TOTAL_LOANS**></td></tr> </table> <p>If you continue borrowing for college at the same rate, and finish in four years, you will borrow approximately <**LC_TOTAL_LOANS_EXPECTED**>. Cut and paste

The HTML text for NURSE <p>This chart shows all the loans you have taken out in your time at Messiah. It includes loans for the current year, even if they have not disbursed yet.<p> <table> <tr><td>Federal Subsidized Loans (Direct and Perkins)</td><td align="right"><**LC_FEDERAL_UNSUB_LOANS**></td></tr> <tr><td>Federal Direct Unsubsidized Loans</td><td align="right"><**LC_FEDERAL_SUB_LOANS**></td></tr> <tr><td>PLUS Loans</td><td align="right"><**LC_PLUS_LOANS**></td></tr> <tr><td>Private Loans</td><td align="right"><**LC_PRIVATE_LOANS**></td></tr> <tr><td>Nursing Loans</td><td align="right"><**LC_NURSING_LOANS**></td></tr> <tr><td>Total</td><td align="right"><**LC_TOTAL_LOANS**></td></tr> </table> <p>If you continue borrowing for college at the same rate, and finish in four years, you will borrow approximately <**LC_TOTAL_LOANS_EXPECTED**>. Cut and paste

HTML Basics HTML uses < > for its commands. Text inside < > will not display on the page <p>This text will display</p> <This text will not> Explain about spaces

HTML Basics <P>Put text in paragraph tags.</p> <h1>Put the headings in heading tags if you want them to be larger</h1> h1  h6   – a space Explain about spaces

HTML Basics Use a table to make your amounts and headings line up. <table> <tr><td>Federal Direct Unsubsidized Loans</td><td align="right"><**LC_FEDERAL_SUB_LOANS**></td></tr>… </table> <tr> - starts a new row <td> - controls the columns <td style="text-align: right;"> aligns number to the right Look on-line for more help. Pro Tip - Don’t forget to end your table </table>. It can really mess up your page.

Editing your message Use an HTML editor like Notepad, Notepad++, Coffeecup… Copy and paste it into RORWTXT There is a length limit – 2000 characters (If paste won’t work, your message is too large.)

Editing your message Save the changes you made to the message in RORWTXT and validate the rule Go to the Self-Service web page and refresh it to check your changes.

The Message

Editing your message Edit and test until you are satisfied

Learn more SQL and HTML

RORWTXT – another rule example Select Value Rules tab

RORWTXT – another rule example Select Value Rules tab The rule below returns ‘Y’ for students who filed FAFSA, ‘N’ for non-filers and nothing for grad students. SELECT CASE WHEN RORSTAT_APPL_RCVD_DATE IS NOT NULL THEN 'Y' ELSE 'N' END FROM RORSTAT WHERE RORSTAT_AIDY_CODE = :AIDY AND RORSTAT_PIDM = :PIDM AND RORSTAT_TGRP_CODE NOT LIKE 'G%'

RORWTXT – another rule example The first set of text displays for a value of ‘N’, students who did not file FAFSA. The second set of text displays for a value of ‘Y’, students who did file FAFSA.

can we do with Web Variables? What else can we do with Web Variables?

Examples – Loan Eligibility

Example - Colorado Community College Says they will get their package 14 days after the package requirements complete date. Use as an example to review the banner forms

Example - Colorado Community College Form 1: RTVWTXT Define a variable to hold the date - PACKAGE_READY_DATE Form 2: RORWVAR Write a rule to put the date into the variable: Select TO_CHAR(RORSTAT_PCKG_REQ_COMP_DATE + 14,’MON DD YYYY’) From RORSTAT Where RORSTAT_PIDM = :pidm and RORSTAT_AIDY_CODE = :aidy

Example - Colorado Community College Form 3: RTVWTXT Define a name and description for the block of text PACKAGE_READY_DATE_TEXT Form 4: RORWTAB Choose the tab and sequence to display the block of text

Example - Colorado Community College Step 5a: RORWTXT - SQL Rules tab Make the SQL rule to control who will see the text: SELECT ‘Y’ FROM RORSTAT WHERE RORSTAT_AIDY_CODE = :AIDY AND RORSTAT_PIDM = :PIDM AND RORSTAT_PCKG_REQ_COMP_DATE IS NOT NULL

Example - Colorado Community College Step 5b: RORWTXT - Select Value Rules tab Make the block of HTML text <h3>Financial Aid Status: Your File is Currently Being Reviewed</h3> <p>We have received the information that we have requested and are in the process of reviewing your application. It is our goal to have you awarded by <**PACKAGE_READY_DATE**>. Depending on the time of year this process generally take 2 to 3 weeks to complete and longer during our peak registration times. If you do not see award information online by this date, please contact our office at one of the numbers provided below:</p> <p><p><p>Boulder County Campus: (303) 678-3696<br />Larimer county Campus: (970) 204-8376<br />Westminister Campus and Brighton Center: (303) 439-5250</p><p><p> <p>For information on the steps in obtaining financial aid please visit our <a href="www.college.edu/financialaid">website</a>. </p>

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