1. Student Loan Totals in Self Service
Lin Taylor

2. CPE Credits
To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website
For additional questions please contact Lora Harper CPE - Coordinator

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

4. 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

5. 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.

6. 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.

7. 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....

8. 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.

10. Design

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

12. 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  ???????

13. Choosing your data

14. 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.

15. 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.

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

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

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

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

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

21. 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?

22. Into Banner!

23. 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

24. Into Banner! The Variables

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

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

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

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

29. 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')

30. Test the rule - RORWVAR
Explanation of the rules is ahead

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

32. Test the rule - RORWVAR
Explanation of the rules is ahead

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

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

35. Test the rule - RORWVAR
Explanation of the rules is ahead

36. 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')

37. 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')

38. 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')

39. 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')

40. 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'

41. 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')

42. 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')

43. 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

44. The Select explained

45. Into Banner! Text block and Rules

46. 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

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

48. RTVWTXT
Pick a name for the block of text
Click Add

49. 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

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

51. 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

52. 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.

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

54. 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.

55. 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.

56. 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

57. 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

58. 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

59. '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

60. 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

61. 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

62. 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

63. 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

64. 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

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

66. 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

67. 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

68. 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

69. 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

70. 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.

71. 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.)

72. 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.

73. The Message

74. Editing your message
Edit and test until you are satisfied

75. Learn more SQL and HTML

76. RORWTXT – another rule example
Select Value Rules tab

77. 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%'

78. 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.

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

80. Examples – Loan Eligibility

81. 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

82. 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

83. 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

84. 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

85. 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) <br />Larimer county Campus: (970) <br />Westminister Campus and Brighton Center: (303) </p><p><p>
<p>For information on the steps in obtaining financial aid please visit our <a href=" </p>

87. Open to the Floor
Questions
Comments

88. Thank You
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