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MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Datatel Functional Session Susan Swisher Saint Xavier University.

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Presentation on theme: "MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Datatel Functional Session Susan Swisher Saint Xavier University."— Presentation transcript:

1 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Datatel Functional Session Susan Swisher Saint Xavier University

2 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Online User Assistance

3 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS www.datatel.com

4 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Client Communities

5 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Financial Aid Client Community

6 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Financial Aid CAT

7 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS AnwserNet

8 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Documentation Documentation listed within the past 2 months View all documentation

9 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Datatel Community Forums

10 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Datatel Users’ Group Can’t make it to the DUG annual conference? Go to the Conference website to access the presentation handouts

11 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Simplifying Processes

12 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS PCR – Pending Correspondence Report PCR – Pending Correspondence Report Use this report to find all of the correspondence that you need to process for a given time frame. Features: Run open to pull all document codes or by specific documents Run in Detail (lists each student associated with document) or Summary mode which gives number of students associated with document

13 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS PCEX-Express Correspondence Processing PCEX-Express Correspondence Processing Quick way to process letters or email Eliminates the multi-step process of PCB Can be run using individual student IDs or a saved list

14 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Annual FA Setup MNEUMONICSCREEN NAMEANNUALCreated by FASA formMISCELLANEOUS INFO General Setup FFSPFA File Suite ProcessingProcessNo AWPDAward Period DefinitionScreenNoMultiple per year ADCMAward Disb Code MaintenanceScreenNoMultiple per year ATPCAttendance Pattern DefinitionScreenNo Multiple per year PATRAttendance Pattern Rule TableScreenYesRequires review if FASA used Communication Management CMCCommunication CodesScreenYesMultiple DPARDefine Custom ParagraphsScreenYesMultiple RLDERules DefinitionScreenNoDOC Rules, Multiple DOCDocument CodesScreenYesMultiple DFSDocument File SetupScreenNoMultiple, tied to DOC TRCTracking CodesScreenYesMultiple RLDERules DefinitionNo CRRD Rules, Multiple CRRDCorres Requests DefinitionScreenYesMultiple Packaging APCDPackaging Category DetailScreenNoMultiple APACAward PackagingScreenYesRequires review if FASA used PKDFPackaging DefinitionScreenNoMultiple PDRLPackaging Definition Rule TableScreenYesRequires review if FASA used Packaging Sub-screens PCRLPackaging CB/Inst RulesScreenYesRequires review if FASA used PERLPackaging Eligibility RulesScreenYesRequires review if FASA used Sample of the Annual FA Setup Worksheet provided by Datatel

15 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS FASA – Financial Aid Set Up Assistant Use FASA to copy: Rules Fund Budgets Eliminates the manual process of having to recreate each of these items for every processing year. Communication Management: Copies Communication, document, paragraph, track and correspondence request codes into new year

16 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS FASA continued

17 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Subroutines

18 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Packaging Eligibility Rollover Subroutine You can use the Datatel delivered subroutine S.FA.ELIG.AMT.PR.YR on the PARL screen to pull over award amounts from prior years.

19 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Packaging Amount Rollover Subroutine You can use the Datatel delivered subroutine S.FA.PKG.AMT.PR.YR on the PARL screen to pull over award amounts from prior years.

20 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Pell Award Amount Subroutine Pell Award Amount Subroutine Use the Datatel supplied Pell subroutine S.FA.PELL.AWD on the AAD screen

21 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Pell Transmittal Subroutine Use the Datatel supplied subroutine PELL.SUBR on AAXL

22 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS BASC – Batch Comments Use BASC to batch the same comment to multiple students.

23 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Batch Processes

24 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS BAWD – Batch Awarding Use BAWD to batch an award, change award amount or update an Action status. Can be used to modify either by term or annually an award or action

25 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS PKCR – Batch Auto Package Features: Run in update or non- update mode Report options Student Packaging Validation Expanded Rule Validation

26 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Datatel Delivered Reports

27 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS PEVR- Pell Eligibility Variance Use this report to find students with Pell amounts awarded that do not match their entitlement amounts. Can be run on all students or those only with a variance.

28 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS PEVR Report

29 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS ULAP – Unlinked Loan Applications ULAP is used to find any Unlined Loan Applications Used when loans are certified using one unique loan ID and the funds are disbursed under another. Can be run for All loan types.

30 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Sample ULAP Report

31 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS IART – ISIR Alert Report IART – ISIR Alert Report Report is useful in helping to identify awarded students who have a CPS generated ISIR that has not been reviewed.

32 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Sample IART Report

33 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS TFAR – Transmittal FA Report Use TFAR if you want to review the aid that has been transmitted for any timeframe, award period, award or students.

34 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Sample TFAR Report

35 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS APCR – Attendance Pattern Mismatch Report Use APCR to compare financial aid information with registration information

36 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Sample APCR Report

37 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS OAWR - Overaward Report Use OAWR to identify students where need or cost of attendance has been overawarded All awards must have Need/Cost/FC identified correctly when the award was setup on AWD

38 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Sample OAWR Report

39 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS AWDR – Award Register Provides summary and detail award information

40 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS AWDR - Award Register - Detail

41 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS AWDR - Award Register - Summary

42 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS FMGT – Fund Management Use FMGT to list total award amounts, total amounts by action category and transmitted amounts Use summary only field to suppress student detail

43 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Sample FMGT Report

44 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS FCAR – Award Analysis Use FCAR to provide a list of all or selected students within a specific award year. Report can be limited by award period, award and action status

45 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Sample FCAR Report

46 MINNEAPOLIS, MN OCTOBER 18-21 MASFAA: TIME TO REFOCUS Questions?

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