Inquiry Options

SS_FA_INSTALL

Set Up SACR, Common Definitions, Self Service, Financial Aid, Self Service Options, Inquiry Options

Define self service options. Set up information that you want available for students to view.

Allow Access

Select this check box to allow students to view and make decisions on their awards for your institution and aid year in self service. If you clear the check box, students cannot access the self service inquiry and award package pages for the corresponding year. For example, if the awards are in transition or not ready for viewing, you can clear the check box to prevent all students from viewing their awards.

Note. Use the Inquiry Access check box and Award Access options field on the Financial Aid Status page to set access at the individual student level. If you clear the Inquiry Access check box, the student does not have access to the inquiry pages. However, if you select the Inquiry Access check box, and as long as you select the Allow Access check box on the Self Service Options page, the student has access to the inquiry pages. Similarly, if you set the Award Access field to Allowed as well as select the Allow Access check box on the Inquiry Options page, the student has access to the self service award pages. The administrative user can set these fields in batch.

Award Detail

If you select this check box, the system displays the Financial Aid Award Summary page. If you clear the check box, the student sees the Financial Aid - Self Service Links page.

Remaining Need

If you select this check box, the system displays the student's remaining need on the Financial Aid - Financial Aid Eligibility page.

Canceled Awards

If you select this check box and the student has a canceled award, the system activates the View Canceled Awards link on the Financial Aid - Award Summary page.

Declined Awards

If you select this check box and the student has a declined award, the system activates the View Declined Awards link on the Financial Aid - Award Summary page

View Data By

Select from:

Aid Year: Displays the entire aid year across award periods.

Award Period: Displays aid year information by the award period for academic and non-standard periods.

Summary Link

Provides access to view estimated financial aid budget, expected family contribution, estimated need, total aid, remaining need, or user-defined text.

Select from:

COA Detail Only: Displays estimated financial aid budget detail.

Do Not Show Link: Does not display link.

Summary Page: Displays the Financial Aid – Financial Aid Eligibility page. Students can view estimated financial aid budget, expected family contribution, estimated need, total aid, remaining need, and user-defined text.

User-defined Page: Displays user-defined text.

Need Methodology

Select from:

Federal: Displays estimated financial aid budget and expected family contribution (EFC) values based on federal methodology.

Institutional: Displays estimated financial aid budget and EFC values based on institutional methodology.

Summary Link Label

Enter a name for this link. The text you enter here is the name of the link that appears on the Financial Aid - Award Summary page and the title of the Financial Aid - Aid Year Summary page.

Academic Year Award Period

Enter text such as Academic Year 2005. The system displays this text when referring to this specific award period on self service pages such as on the Financial Aid — Award Summary and Financial Aid - Expected Family Contribution pages.

Non-Standard Award Period

Enter text such as Summer. The system displays this text when referring to this specific award period on self service pages such as on the Financial Aid - Expected Family Contribution page.

Award Period

Note. The system only displays this field if you set the View Data By field to Award Period.

Select from:

Academic Year First: Displays academic year data first and then non-standard period data.

Earliest Period First: Displays the award period into which the student's earliest term falls. For example, if a student has awards for both Summer 2004 (non-standard) and Fall 2004 (academic year), and these terms are part of the same aid year, then the non-standard period is displayed first.

Latest Period First: Displays the award period into which the student's most recent term falls. For example, if a student has awards for both Summer 2004 (non-standard period) and Fall 2004 (academic year), and these terms are part of the same aid year, then the academic year period is displayed first.

Non-standard Period First: Displays the non-standard period first.

Note. If the student has awards in only one award period, the system displays whichever award period contains awards. If the student has awards in both periods, the system uses the Award Period sorting option to determine which period to display first.

Term

Select from:

Ascending: Sorts from lowest Term ID to highest and therefore, displays the most recent term last.

Descending: Sorts from highest Term ID to lowest and therefore, displays the most recent term first.

Award

The system sorts awards by item type. Select from the following financial aid item type sequence:

Ascending: 9..100 first, 9..322 last.

Descending: 9..322 first, 9..100 last.

Default Loan Contact URL:

Enter a URL to enable students to access more detail about their specific loan information. Currently only one URL for an institution is available in the system. You may want to provide a URL that links students to an external loan servicer for which you have established a relationship or to an already existing intranet loan page. This link is available only if the loan has been originated in the system. The URL appears on the Financial Aid - Loan Application Information page.

Copy Self Service Options

Click to copy financial aid self service options from this institution and aid year to another.

Awarding Options

SS_FA_INSTALL2

Set Up SACR, Common Definitions, Self Service, Financial Aid, Self Service Options, Awarding Options

Define filter options for self service awarding access criteria, set up processing options, and set up Consumer and Entrance Interview URLs.

FA Application Status

Select to allow self service awarding access based on the student having an active financial aid application.

Operator

Select from the following for FA Application Status:

equal to

not equal

Value

Values for FA Application Status:

Active

Canceled

Restricted

Processing Status

Select to allow self service awarding access based on the student's processing status.

Operator

Select one of the following for Processing Status:

equal to

not equal

Value

Values for Processing Status are:

Applied

Completed

No App Rcd

Package

Review

FED Verification Process

Select to allow self service awarding access based on the student's federal verification status.

Operator

Select one of the following for FED Verification Process:

equal to

not equal

Value

Values for FED Verification Process are:

Complete

Not Reqd

Pending

Required

INST Verification Process

Select to allow self service awarding access based on the student's institutional verification status.

Operator

Select from the following for INST Verification Process:

equal to

not equal

Value

Values for INST Verification Process are:

Complete

Incomplete

Satisfactory Academic

Select to allow self service awarding access based on the student having met your institution's criteria for satisfactory academic progress.

Operator

Select one of the following for Satisfactory Academic Progress:

equal to

not equal

Value

Values for Satisfactory Academic Progress are:

Meets SAP

Not Meet

Probation

Undetrmine

Award Notification Complete

Select this check box to allow self service awarding access based on whether a financial aid award notification letter has been generated for the student.

Category

Select an option:

Appeal (FA Appeals)

Award (Financial Aid Award Notification

SAT (Satisfactory Academic Progress Letters

SCHLRS (Scholarship Communications)

VERF (Verification Processing)

Context

Select a type of communication. The system uses the same criteria when generating the FAN letter.

Letter

Select a type of communication. They system uses the same criteria when generating the FAN letter.

Processing Option

This option controls whether students' decisions regarding their awards will be processed in real time or in batch. If you select the default value of Batch, the system loads the current award package from the real tables to a staging table. It saves the student's activity to the staging table when the student submits an award acknowledgment. The system sets the student's transaction to Pending Update and records the current date and time. When you run the batch process, the system selects all transactions with a Pending Update status for processing. For each student selected, as long as the financial aid package has not been revised since the student submitted the award acknowledgment, the system checks each award in the student's package for any changes. It evaluates changed awards to ensure that award amounts and disbursement balances are correct and reductions do not fall below minimum amounts. The system processes all other awards in passive mode. After the batch validation process has completed, and if no errors were found, the system posts the data to the student's real award tables in the database.

If you select Real time, the system loads the current award package from the real award tables to a staging table. It saves the student's activity to the staging table when the student submits an award acknowledgment. The system evaluates the award activity and the resulting changes as it does in batch mode. The process verifies the Accept or Decline amount, and for award reductions, recalculates the scheduled disbursements. When all of the awards in the student's package are processed, and if no errors were found, the system posts the data to the student's real award tables in the database.

Note. Unlike administrative packaging where the packaging routine performs extensive edits to ensure the validity of an award, in self service the system processes awards in passive mode and does not perform any federal edits or evaluate the student for eligibility or need criteria. The system performs a subset of edits on any award that is being reduced. Also, the system adjusts an award that has been reduced below minimum amounts established for the system.

Consumer Information URL

If you populate this field, the system displays a link in self service awarding. If you leave this field blank, the system does not display a link. Enter your institution's student information site. This site may reflect awarding rights and responsibilities such as statement of educational purpose, truth-in-lending content, or other financial aid information.

Entrance Interview URL

If you populate this field, the system displays a link in self service awarding. If you leave this blank, the system does not display a link. Enter your institution's entrance and exit interview site.

FA Item Type 3

ITEM_TYPE_FA_3

Set Up SACR, Product Related, Financial Aid, Awards, Financial Aid Item Types, FA Item Type 3

Set up disbursement information and self service actions options.

Financial Aid Status

STDNT_AID_PACKAGE

Financial Aid, View Packaging Status Summary, Financial Aid Status

Review the student's need, budget, and award or change the student's packaging status. Set the student's self service inquiry and award access.

Self Service Security

SFA_RUNCTL_SS_SEC

Financial Aid, Awards, Self Service Awarding, Assign Self Service Access, Self Service Security

Set the award and inquiry access value.

Accept

Select to enable the student to accept a particular award. When you select Accept, the Reduce and Decline options become available.

Reduce

You must select the Accept check box and then the Reduce check box to enable the student to reduce a particular award. Clear this check box to prevent students from reducing their awards.

Decline

Select this check box to enable the student to decline a particular award. Once a student declines an award, the system sets the Offered and Accept amount fields to 0.00, and the student cannot update the amounts.

Award Access

Select one of the following options:

Allowed: If you select this option, the student is permitted access to award acknowledgement for the given year regardless of filtering option criteria established in self service awarding options setup.

Denied: If you select this option, the student does not have access to award acknowledgment for the given year regardless of filtering option criteria established in self service awarding options setup

Use Filter: If you select this option, the student must meet the self service awarding options access criteria to gain access to an award acknowledgment in self service awarding.

Inquiry Access

Select to allow a student to view assigned financial aid awards.

Award Access

Select one of the following options:

Allowed

Denied

Use Filter

Inquiry Access

Select one of the following options:

Yes

No

Institution

Select your institution.

Aid Year

Select the aid year for which to run this process.

All IDs

Select this option to update or change all IDs.

ID Range

Select this option to update or change a range of IDs.

Self Service Loan Status

SS_FA_LOAN_STAT

Set Up SACR, Common Definitions, Self Service, Financial Aid, Self Service Loan Status

Modify loan status descriptions and comments text that you want a student to see online. This page provides students with their loan application status. These values are delivered by PeopleSoft.

Proc Status (processing status)

Indicates where the loan application is in the origination process between your institution and the loan servicer.

Trans Status (transaction status)

Indicates the current status of the loan application.