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Lakisha Sanders Financial Aid Director Clayton State University

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Presentation on theme: "Lakisha Sanders Financial Aid Director Clayton State University"— Presentation transcript:

1 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

2 Agenda Overview Setup Processing

3 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

4 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

5 Requirements E-mail Address Financial aid student record
These requirements are populated during the ISIR dataload

6 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

7 GLRSLCT Write a rule to find the students awarded aid

8 RTVELTM E-Mail Letter Module Validation

9 RORELTR E-Mail Letter Rules Form

10 RORELTF– E-Mail Letter Format Rules Form

11 RORELTF– E-Mail Letter Format Rules Form

12 RORELTF– E-Mail Letter Format Rules Form

13 ROREMAL Process 1718 FA_AWARD_1718 Enter your College Email Preference
FINAID AWARDED_BY_DATE Enter Creator ID Enter User ID

14 ROREMAL Process cont. Your 2017-2018 Award Notification
Office of Financial Aid Enter Mail Host from IT Department

15 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

16 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

17 GTVLETR

18 GTVPARA Paragraph Code Validation Form

19 GUALETR Letter Process Form

20 GUAPARA Paragraph Process Form

21 GLRVRBL Variable Rules Definitions Form
Reference Letter Generation Process Handout 2

22 GLBDATA and GLBLSEL GLBDATA Population Selection Extract or GLAEXTR (manual pop sel) GLBLSEL Letter Extract Enter Creator ID Enter User ID

23 GLRLETR Letter Extract

24 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

25 Tip - Use GLRVRBL for Reporting

26 Thank you for watching this presentation!
“Q&A” Thank you for watching this presentation!


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