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Lakisha Sanders Financial Aid Director Clayton State University
Banner Mass s Presented by: Lakisha Sanders Financial Aid Director Clayton State University Dustin McDaniel Financial Aid Director Athens Technical College 2017 GASFAA Winter Workshop GASFAA Software Programs Committee
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Agenda Overview Setup Processing
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What are Mass s? There are 2 options to students through Banner. 1. Banner allows you the option to send s to a group of students through the Banner ROREMAL process. 2. Banner allows you the option of using the Letter Generation steps and Microsoft Mail Merge
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Overview of ROREMAL Easy e-mail notifications Award notice
Requirements tracking document notice Specific tracking document requirements Entrance interview needed Direct loan right to cancel notice FAFSA completion reminder Satisfactory Academic Progress
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Requirements E-mail Address Financial aid student record
These requirements are populated during the ISIR dataload
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Banner Setup GLRSLCT – Population Selection Definition Rules Form RTVELTM - Letter Module Validation Form GTVLETR – Letter Code validation Form RORELTR - Letter Rules Form RORELTF– Letter Format Rules Form
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GLRSLCT Write a rule to find the students awarded aid
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RTVELTM E-Mail Letter Module Validation
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RORELTR E-Mail Letter Rules Form
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RORELTF– E-Mail Letter Format Rules Form
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RORELTF– E-Mail Letter Format Rules Form
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RORELTF– E-Mail Letter Format Rules Form
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ROREMAL Process 1718 FA_AWARD_1718 Enter your College Email Preference
FINAID AWARDED_BY_DATE Enter Creator ID Enter User ID
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ROREMAL Process cont. Your 2017-2018 Award Notification
Office of Financial Aid Enter Mail Host from IT Department
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RUAMAIL Applicant Mail Form
Student Example: Aid Year: 1718 ID: Lisa Smith System: R, Aid Year: 1718, Module: R, Letter: FA_AWARD_1718, Initiated: 22-FEB-2017, Print Date: 22-FEB-2017, Originator: S
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Mass E-mails with Letters Generation & Handout 1
Setup GTVLETR Letter Code Validation GTVPARA Paragraph Code Validation GUALETR Letter Process GUAPARA Paragraph Process Process GLBDATA Population Selection Extract GLBLSEL Letter Extract GLRLETR Letter Generation Print Report
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GTVLETR
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GTVPARA Paragraph Code Validation Form
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GUALETR Letter Process Form
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GUAPARA Paragraph Process Form
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GLRVRBL Variable Rules Definitions Form
Reference Letter Generation Process Handout 2
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GLBDATA and GLBLSEL GLBDATA Population Selection Extract or GLAEXTR (manual pop sel) GLBLSEL Letter Extract Enter Creator ID Enter User ID
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GLRLETR Letter Extract
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Microsoft Mail Merge Handout 3
us/article/Us -merge-to-send-bulk- -messages-0f ce-4aa8- 8b62-ac211dedefa4?ui=en-US&rs=en- US&ad=US us/article/Us -merge-to-create-and- send-bulk-mail-labels-and-envelopes- f488ed5b-b849-4c11-9cff-932c
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Tip - Use GLRVRBL for Reporting
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