2. Financial Aid Overview
Tracy Dale
Senior Consultant
3D Technologies

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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. Let’s look at CAMS

11. 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.

12. Questions?