CS: Local Configuration Guide - Financial Aid

This document contains the configuration decisions made and values to be used in deployment of the Financial Aid Module of Oracle’s PeopleSoft Campus Solutions 9.2 application.  As such, all additional documentation must be in agreement with the related items described herein.  Should conflict arise with information contained in another document, the data in this document shall be considered valid and that of the other shall be deemed incorrect.

Any changes to the information in this document should be entered as dated additions.  No information should be deleted once initial configuration has been completed.

The Financial Aid Configuration Guide explains necessary tables needed to set up an institution in the PeopleSoft system.  The order of the configuration tables presented in this document adheres to the table setup sequence required to successfully set up all tables.

Financial Aid configuration is dependent upon Academic Structure setup being completed.

Tables Contained within this Process

The tables in the chart below are configured using this guide. The chart below is being provided as a quick reference for listing the contents of the guide, as well as defining table ownership.

Tables

Table Name (PS Name)

Text Name (Descriptive)

Owner

INSTALLATION_FA

Financial Aid Installation

FA

PROCESS_COMMIT

Commit Levels

FA

FA_PRCSDEMO_TBL

Define Demographic Data Use

FA

FED_AID_YR_TBL

Define Federal Aid Years

FA

AID_YEAR_TBL

Define Financial Aid Years

FA

TIV_SCHOOL_TBL

School Code Table

FA

INST_SCHOOL_CDS

School Code for Institution

FA

AID_YEAR_CAREER

Valid Careers for Aid Year

FA

SCHOOL_CAREER

Careers for School Codes

FA

AID_YR_CAR_TERM

Valid Terms for Career

FA

FA_DFLT_RUL_SET

Aid Processing Rule Setup

FA

SFA_SS_SETUP

Shopping Sheet Setup

FA

AID_YEAR_PROG

Valid Programs for Aid Year

FA

TERM_VALUES_XREF

Term Values Cross Reference

FA

ADMIT_LVL_TBL

Assign Status to Admit Levels

FA

PRSPCT_SRCE_TBL SOURCE_CAR_TBL SOURCE_PROG_TBL

Define Careers for Prospects

FA

HCR_SM_CRIT_TBL HCR_SM_RULE_TBL

Search/Match Criteria

CC

ISIR_INST_CNTRL ISIR_SRCH_ADD ISIR_SRCH_PRM

ISIR Data Load Parameters

FA

INST_LOAD_CNTRL

Profile Load Parameters

FA

INST_LOAD_CNTRL 

Need Access Load Parameters

FA

SFA_NSLDS_LDCTL,      SFA_NSLDS_SMADD,      SFA_NSLDS_SMPRM

NSLDS Load Parameters

FA

FA_EDI_DEST

Define EDI Business Unit

FA

FA_ECTRANS

Maintain EDI Transactions

FA

CSL_CONTROL

CSL File Load Control

FA

SFA_COD_LOOKUP

View COD XML Fields

FA

SFA_COD_EDIT

View COD Edit Codes

FA

VERIF_FLD_TOLS VERIF_TOL_SETUP

Verification Tolerance Setup

FA

NSLDS_CODE_TBL

Maintain NSLDS Codes

FA

INAS_FM_ASMPTN INAS_IM_ASMPTN

INAS Assumption Codes

FA

INAS_LCL_PLCY

INAS 20XX-20XX Global Options 

FA

INST_XREF

INST Cross Reference

FA

ISIR_COMMT_TBL ISIR_REJECT_TBL

Maintain ISIR Comment Codes

FA

ISIR_SAR_XREF

ISIR/SAR Cross Reference

FA

FATRMP_CAREER FATRMP_CAR_TRM

Setup Financial Aid Term

FA

ACAD_CAR_TERM

Define Career Types

SR

BUDGET_CATG_TBL

Budget Categories

FA

BUDGET_ITEM_TBL

Budget Items

FA

BDGT_FORMLA_TBL BDGT_FORMLA_TYP BDGT_FORMLA_DFN BDGT_FRMULA_GRP

Budget Formulas

FA

BDGT_TREE_CATG BDGT_TREE_TBL

Budget Trees

FA

BUDGET_GRP_TBL BUDGET_ITEM

Budget Groups

FA

BDGT_ASIGN_CATG BDGT_ASIGN_CNTL BDGT_ASIGN_TERM

Budget Assignment

FA

RUN_CNTL_BDGT_P RUN_CNTL_FABDGT

Budget Assignment Run Control

FA

FA_ADDR_USAGE

Budget Tree Address Usage

FA

FA_APP_SRC_RANK FA_APP_SRC_TBL FA_APP_SRC_TYP

Application Source Rank

FA

BDGT_REGION_TBL

Budget Region Table

FA

SFA_SAP_STP_HDR SFA_SAP_ST_TBL SFA_SAP_STAT_XL SFA_SAP_AS_TBL SFA_SAP_MAX_ATT SFA_SAP_MAX_TRM SFA_SAP_GPA_TBL SFA_SAP_GPC_TBL  SFA_SAP_EUT_TBL SFA_SAP_EUC_TBL SFA_SAP_CRS_TBL SFA_SAP_AWD_TBL SFA_SAP_CMK_TBL SFA_SAP_COM_TBL

Define SAP Set Up Criteria

FA

SFA_SAP_ET_AYRH SFA_SAP_ET_AYR

Define SAP Evaluation Aid Year

FA

SFA_SAP_ET_TRMH SFA_SAP_ET_TRM

Define SAP Evaluation Terms

FA

ERLY_FA_CTG_TBL

Early Fin Aid Categories

FA

EXT_ORG_TBL

Organization Table

CC

COMMITTEE COMMITTEE_MEMBR

Committees

CC

COMMITTEE_TBL COMMIT_ROLE_TBL

Committee Types/Roles

CC

RSTRC_AID   RSTRC_AID_ORG ORG_CNTCT_PHN       RSTRC_AID_COM RSTRC_AID_MEM 

Restricted Aid Table

FA

SFA_AGGR_XREF

Aggregate Area Translation

FA

AGGR_LVL_XREF

Aggregate Level Translation

FA

AGGR_LIMIT_TBL AGGR_LVL_LIMITS

Aggregate Aid Limits

FA

AGGR_PROG_LVL AGGR_PROG_TBL

Aggregate Programs

FA

SFA_NSLDS_INST

Aggregate Areas for Institution

FA

DISB_PLAN_TBL

Disbursement Plan Table

FA

DISB_ID_TBL

Disbursement ID Table

FA

DISB_SPLIT_CD

Disbursement Split Codes

FA

DISB_ID_SPLIT

Disbursement Split Cd Formula

FA

KEYWORD_TBL

Keywords

SF

ITEM_TYPE_TBL

ITEM_ACCT_TBL

GL TABLES

Item Types

SF

See Student Financials

Item Type Security

SF

LN_FEE_TBL

Loan Fee Setup

FA

ITEM_TYPE_FA ITEM_TP_TERM_LMT

ITEM_TP_FA_DISB ITEM_TP_FA_FEE

Financial Aid Item Types

FA

ITEM_TYPE_FISCL ITEM_TYPE_FNOTE

Fiscal Item Types

FA

AWD_ADJ_RSN_TBL

Award Adjustment Reasons

FA

AWD_MESSAGE_TBL

Award Messages

FA

PKG_EQUITY_ITM PKG_EQUITY_LMT

Packaging Equity Item Types

FA

PKG_REL_ITM_TBL PKG_REL_ITM_TYP

Related Item Type Group

FA

PKG_PLAN_TBL SFA_PKG_PLNRULE

Packaging Plan

FA

SFA_RPKG_PLAN SFA_RPKG_RULE

Repackaging Plan

FA

PKG_RTNGCMP_TBL

Package Rating Components

FA

FANLTR_FORM_TYP

Define Notification Form Types

FA/SF

FANLTR_EQTN_SEL

Define Selection Equations

FA/SF

SORT_ORDER_FLDS

Define Sort Order Fields

FA/SF

SORT_NAME_TBL  SORT_ORDER

Define Sort Order Names

FA/SF

PRINTER_TBL

Define Printer Names

FA/SF

SFA_EA_TYPE

Define External Award Types

FA

SFA_EA_SOURCE SFA_EA_PROGRAM

Define External Award Sources

FA

SFA_EA_ITM_XREF

Item Types Cross Reference

FA

SFA_EA_SRCH_ADD SRCH_CRIT_CHG SFA_EA_SRCH_ORD

Search/Match Rules

FA

SS_FA_INSTALL

Self Service Options

FA

SS_FA_LOAN_STAT

Self Service Loan Status

FA

LN_INSTUTN_TBL LN_INST_DEST LN_INSTN_CNTACT

Define Loan Institutions

FA

LN_TYPE_TBL LN_ITEM_TBL LN_PNOTE_TBL LN_TO_NSLDS_TYP

Create Loan Types

FA

SFA_CRC_DEST_ID SFA_CRC_DEST_CT

Create CRC Loan Participants

FA

SFA_CRC_DEST SFA_CRC_DESTCAT SFA_CRC_DESTEDT

Create CRC Loan Destinations

FA

SFA_CRC_EDITS

Maintain CRC Loan Edits

FA

SFA_CRC_EDITDFT SFA_CRC_EDITDTL

Create CRC Loan Edit Sets

FA

SFA_CRC_ACTN_CD

Maintain CRC Loan Status Codes

FA

SFA_CRC_SRCH_AD SEARCH_CRIT_CHG SFA_CRC_SRCH_PM

CRC Search/Parms

FA

LN_DESTPROF_TBL LN_DEST_CATGRY LN_DEST_EDIT

Create Loan Destination

FA

LN_EDIT_TBL

Maintain Loan Edits

FA

LN_EDIT_DFLT LN_EDITDFLT_DTL

Create Loan Edit Sets

FA

LENDER_LOAD_TBL LEND_CNT_LD_TBL

Maintain Lender Codes

FA

LENDER_TBL LENDER_CONTACT

Define School Lenders

FA

SRVCR_LOAD_TBL

Maintain Loan Servicer Codes

FA

SERVICER_TBL SERV_CONTACT

Define School Servicers

FA

GUAR_LOAD_TBL

Maintain Guarantor Codes

FA

GUARANTOR_TBL GUARNTR_CONTACT

Define School Guarantors

FA

LN_AGENCY_DFLT

Reassign Loan Agencies

FA

LN_XFER_ID_TBL

Maintain Loan Transfer ID

FA

FA_EQ_NAME_TBL FA_EC_PROC

Hold & Release Equations

FA

LN_RPT_PKG

Maintain Loan Report Packages

FA

LN_RPT_ITEM LN_RPT_COL

Maintain Loan Report Definitions

FA

LN_DL_INST_PARM

Direct Loan Change Rules

FA

LN_PN_TYPE_TBL

Define Serial Promissory Notes

FA

LN_ACTNCD_TBL LN_ACTN_PRG_TBL LN_ACTNMSG_TBL

Maintain Loan Action Codes

FA

SFA_LN_CNSL_SU SFA_LN_CNSL_SU2

Define Loan Counseling Options

FA

SFA_LNDR_SEL SFA_LNDR_DTL

Identify Self Service Lenders

FA

SFA_LN_SRCH_AD SRCH_CRIT_CHG SFA_LN_SRCH_PM

Set DL Loan Counseling Search

FA

SFA_COD_LN_ATTD

Loan Attended Routing ID

FA

SFA_PERKMPN_OPT

Setup Perkins MPN Options

FA

ECTRANS ECTRANSOPTION ECTRANSOPVAL

Define EDI Transactions

PT

ECTPPROFILE ECPROTRANS ECPRODFLTS ECACTIONS ECXMITDFLTS

Partner Profiles

PT

ECENTITYCDS

Entity Codes

PT

ECINTPARTNER ECINTLINK 

ECTPALIAS

Internal Partners

PT

ECEXTPARTNER ECEXTTPLINK       ECTPALIAS

External Partners

PT

Lots of Tables

Inbound Maps

PT

Lots of Tables

Outbound Maps

PT

ECMAPPROFILE ECPROMAP

Data Mapping Profiles

PT

PELL_PMT_OPTION PELL_PMT_CAREER

Pell Payment

FA

PELL_ATTENDING

Pell ID Attending

FA

PELL_COMNT_TBL

Pell Comment Codes

FA

PROG_CASH_PROG PROG_CASH_PER

Reconciliation Periods

FA

ACAD_PLAN_TBL

Academic Plan Set Up

FA

AUTH_CAL_TBL AUTH_CAL_DATA DISB_CAL_TBL DISB_CAL_DATA

Set Up Disbursement Calendars

FA

DISB_PRORATION DISB_PRO_RULES

Create Proration Rules

FA

DISB_RULE_GLB DISB_RULE_SRV DISB_RULE_TRK DISB_RULE_USR

Define Global Rules

FA

DISB_RULE_CHK DISB_RULE_ITK DISB_RULE_ITM DISB_RULE_ITS DISB_RULE_ITU

Define Item Type Rules

FA

FA_EDIT_MSG_TBL

Create User Edit Messages

FA

FANLTR_DEFAULTS

Award Notification Defaults

FA

RTRN_TIV_SETUP RTRN_TIV_SETUP0 RTRN_TIV_SETUP2 RTRN_TIV_SETUP3

Define Rules for (R2T4) Return

FA





Define Financial Aid Years

Define the valid financial aid years for the institution by associating a valid federal aid year with the academic year of your institution.

Academic Year Start & End Dates - Enter the dates that your institution's academic year begins and ends. Academic year start and end dates are reported on the Origination record to the COD system.

Aid Year Setup page

Navigation:  Set Up SACR > Product Related > Financial Aid > Aid Year > Define Financial Aid Years

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:
 AID_YEAR_TABLE
Page:  
Financial Aid Year
Action:  
UD

School Code for Institution

Link an aid year with the Department of Education Title IV school codes for your institution.

Using configured values.

School Codes for Institution page

Navigation:  Set Up SACR > Product Related > Financial Aid > Aid Year > School Codes for Institution

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
INST_SCHOOL_CDS1
Page:  
School Codes for Institution
Action:  
UD

Valid Careers for Aid Year

Link the aid processing rule sets to the career level that differ from the installation default values.

Valid Careers for Aid Year page

Navigation:  Set Up SACR > Product Related > Financial Aid > Aid Year > Valid Careers for Aid Year

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:
 AID_YEAR_CAREER
Page:  
AID_YEAR_CAREER
Action:  
UD

Careers for School Codes

Associate the career with the schools codes for your institution.  This configuration is utilized by aggregate aid processing to track a student's financial aid history at your institution at the career and school code level. This setup must be configured before you can create loan institution records setup.

Careers for School Codes page

Navigation:  Set Up SACR > Product Related > Financial Aid > Aid Year > Careers for School Codes

Security:  

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
AID_YEAR_CAREER
Page:  
AID_YEAR_CAREER
Action:  
UD

Valid Terms for Career

Define eligible financial aid terms, academic and loan periods for careers.

For institutions whose financial aid year does not line up with the global federal aid year, please note that you can change the loan period start and end dates as well as the academic year start and end dates at a student's individual loan origination level with population update.  Important note for summer trailer institutions and summer header institutions with cross-over period.

Valid Terms for Careers page

Navigation:  Set Up SACR > Product Related > Financial Aid > Aid Year > Valid Terms for Career

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
AID_YR_CAR_TERM
Page:  
Valid Terms for Careers
Action:  
UD

Aid Processing Rule Setup

Financial Aid provides additional flexibility in creating aid processing defaults. If certain careers or programs require default values that vary from the installation defaults, you can establish aid processing rule sets at either a career-specific or program-specific level to define alternate values for selected defaults. These default options include:

   Academic and nonstandard base weeks.

   Pell Grant eligibility calculation criteria.

   Packaging data source defaults.

   Pell number of terms.

The aid processing rule set can then be associated with the career that varies from the installation defaults, or the program that varies from both the career and installation defaults.

Set up aid processing rule sets only for those combinations of aid year and career that differ from each other and from your installation defaults and for those combinations of aid year and program that differ from each other, from the associated career level defaults, and from your installation defaults.

Aid Processing Rule Setup page

Navigation:  Set Up SACR > Product Related > Financial Aid > Aid Year > Aid Processing Rule Setup

Security:  

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
FA_DFLT_RULE_SET
Page:  
FA_DFLT_RULE_SET
Action:  
UD

Campus OPEID Codes

A school code is assigned to each institution participating with the Department of Education and is used as an identification code during Electronic Data Exchange (EDE). In addition to its use in EDE processing, the Title IV school code is used to track a student's aggregate aid history.  Use this page to set up campus OPEID codes and defaults.

Campus O P E I D page

Navigation:  Set Up SACR > Product Related > Financial Aid > Aid Year > Campus OPEID Codes

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
SFA_COD_CAMP_OPEID
Page:  
Campus OPEID
Action:
 A/UD

College Financing Plan (Shopping Sheet) Setup

The College Financing Plan is a consumer tool created by the United States Department of Education (ED). The format is prescribed by an ED-issued template, which this feature of the system uses without modification. The College Financing Plan is designed to provide a standardized award letter allowing students to easily compare financial aid packages and make informed decisions on where to attend college. According to ED, it can be used with or in lieu of a financial aid award letter.  The configuration for College Financing Plan groups control what institution and student data is used when the College Financing Plan is generated for the student.

Group Options tab
Institution Information tab
Budget Mapping tab
Award Mapping tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Shopping Sheet Setup

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:
 SFA_SS_SETUP
Page:  
Group Options, Institution Info, Budget Mapping, Award Mapping
Action:  
A/UD

INAS Assumption Codes

INAS assumption codes are provided by the College Board and are based on CPS (central processing system) and delivered with the Financial Aid system.

INAS FM Assumption Codes tab
INAS IM Assumption Codes tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Application Processing > INAS Assumption Codes

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:
 INAS_ASMPTN_CODES
Page:
 INAS_FM_ASMPTN
Action:
 V

INAS 20xx-20xx Global Options

Delivered Oracle values for processing each aid year. Institutions will need to select INAS Rule/ Values prior to running the Calc INAS process.

Global and Federal Options tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Application Processing > INAS 20xx-20xx Global Options

Security:

  • ZC FA Local Configuration
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  MANAGE_NEED_ANALYSIS
Component:
 LOCAL_POLICY_PT_19  (Values can vary by Aid Year)
Page:  
INAS_LCL_PLCY1_05
Action:
 V/UD

Institutional Cross Reference

This configuration is delivered by Oracle in the annual regulatory releases.  Several background processes and online pages use this table to link the institutional application field number and record field number to the table and column name in the Campus Solutions database. It cross-references the field name and description to the institutional record field number.

Institutional Cross Reference page

Navigation:  Set Up SACR > Product Related > Financial Aid > Application Processing > Institutional Cross Reference

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
INST_XREF
Page:  
INST_XREF
Action:
 V

Define Rules for Return

Define Title IV funds financial aid item types for return of funds calculation.  Set up institutional charges and the appropriate charge category and define the charges to be used in the calculation. For example, you can use actual charges, such as tuition and fees, that are charged to the student from Campus Solutions Student Financials or you can use the default budget item values.

Title IV Funds and Institutional Charges tabs

Navigation:  Set Up SACR > Product Related > Financial Aid > Application Processing > Define Rules for Return

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:
 RTRN_TIV_FND_SETUP
Page:
 RTRN_TIV_FND_SETUP
Action:  
V

Set Up FA Term

Define the valid terms that can be used for building financial aid term records. Enter the FA Census Dt to be the day after the source Census Dt in order to include the source Census Dt in the window.

If the far-left checkbox is checked, the term is used in the automatic financial aid term build process when building terms in projection. FA census date must be entered as the census date plus 1 so the actual census date cutoff will come at the end of the day.

F A Term Setup page

Navigation:  Set Up SACR > Product Related > Financial Aid > Financial Aid Term > Setup Financial Aid Term

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
FA_TERM_SETUP
Page:  
FA Term Setup
Action:  
UD/DA

Financial Aid Career Type

Associates each of your academic careers with a financial aid career type.   Please note: If you do not assign financial aid career types, the system associates all academic careers with the Undergraduate career type by default and combines statistics for all your academic careers.

Financial Aid Career Type page

Navigation:  Set Up SACR > Product Related > Financial Aid > Financial Aid Term > Define Career Types

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
CAREER_TYPE
Page:  
CAREER_TYPE
Action:  
UD/DA

Budget Categories

At the beginning of the aid-processing year, you create budgets that detail the cost of attendance (COA) for each term a student is enrolled. The COA is an estimate of a student's educational expenses for the period of enrollment. The budget helps establish a student's need (COA minus the student's expected family contribution), which permits the financial aid office to award need-based aid. To create budgets, you first create budget categoriesbudget components such as tuition, housing, books, transportation, and fees. Then you create individual budget items within each category.

Define the budget components that make up the federal, Pell, or institutional budget. Using configured values.

Create Budget Categories page

Navigation:  Set Up SACR > Product Related > Financial Aid > Budgets > Budget Categories

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
BUDGET_CATG_TBL
Page:  
Create Budget Categories
Action:  UD

Budget Items

Budget items have different budget amounts to account for different student needs. For example, within the housing budget category, you might have budget items for students living with parents or relatives, living on campus, and living off campus. The amount for each item might differ depending on whether the student is enrolled part time or full time. Define budget items, term amounts, and Pell annual amounts by budget category.

Budget Items Search page
Create Budget Items page

Navigation:  Set Up SACR > Product Related > Financial Aid > Budgets > Budget Items

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
BUDGET_ITEM_TABLE
Page:  
Create Budget Items
Action:
 UD

Budget Formulas

After you define budget items, you define criteria for determining which budget item within a budget category a student is assigned using budget formulas.  

Define assignment rules for each budget item which are used to calculate the student's budget.

Budget Formula tab
Budget Formula Groups tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Budgets > Budget Formulas

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
BUDGET_FORMULA
Page:  
Budget Formulas
Action:  
A/UD/DA/C

Budget Groups

A generic budget group code is created for each term in the aid year.  By using the batch budget process when budgeting students, creating budget groups without specifying categories, item types, or amounts allows the budget group code to act as a template during background budget assignment. Based on the budget formulas for which the student qualifies and the budget assignment table, the system automatically builds a budget for the student.

Create Budget Group page

Navigation:  Set Up SACR > Product Related > Financial Aid > Budgets > Budget Groups

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:
 BUDGET_GROUP_TABLE
Page:
 BUDGET_GROUP_TABLE
Action:  
A/UD/DA/C

Budget Assignment

After you establish your institution's budget categories, budget items, budget formulas, and budget groups, the budget assignment brings int all together so that you can use online or batch background budget assignment.  In budget assignment, the following 3 steps are completed:

  1. Specify the careers for which you want to assign budgets.
  2. List the budget categories that should be used to create a term budget for each term.
  3. Specify the academic careers and terms to which you want to assign budgets during background budget assignment.
Assign Career tab
Assign Budget Category tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Budgets > Budget Assignment

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
BUDGET_ASSIGNMENT
Page:  
Assign Career Assign Budget Category
Action:  
A/UD/DA/C

Aggregate Aid Limit

To ensure that a student does not exceed annual and lifetime limits for certain award programs, it is critical that the system maintain and assess a complete aid history when determining aid eligibility. The system provides several setup options and methods to maintain aggregate or history aid to ensure that eligibility requirements and award limits are followed.

Create aggregate aid limits for annual and aggregate aid limits to meet your business processing rules.

Aggregate Aid Limit page

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Aggregate Aid Limits

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
AGGR_AID_TBL
Page:  
AGGR_AID_TBL
Action:  
A/UD/DA/C

Aggregate Areas for Institution

Identify aggregate areas to be evaluated for an institution during the NSLDS Push Data process. Using configured values.

Aggregate Areas for Institution page

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Aggregate Area for Institution

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
SFA_NSLDS_AGG_INST    
Page:  
SFA_NSLDS_AGG_INST
Action:  
A/UD/DA/C

Aggregate Programs

Establish aggregate aid program limits for Stafford programs for Direct Lending.

Using configured values.

Aggregate Programs Search page
Aggregate Program page

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Aggregate Programs

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
AGGR_PROG_TABLE
Page:  
AGGR_PROG_TABLE
Action:  A/UD/DA/C

Disbursement Plan

Financial aid funds are awarded to students based on an annual or aid year amount, but you would rarely deliver these funds to students in one lump sum, unless the student is in attendance for only one term. Disbursement plans specify when and how much of a particular award to disburse, by term, to the student's account in Student Financials.  Disbursement plans are established at the academic career level for each aid year.  Disbursement plans are high level structural schemes possible within an academic career.

Using configured values.

Disbursement Plan page

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Disbursement Plan Table

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
DISBURSE_PLAN_TBL
Page:  
DISBURSE_PLAN_TBL
Action:  
A/UD/DA/C

Disbursement ID

Disbursement IDs and terms for each disbursement is associated with the disbursement plan. Disbursement IDs identify all the possible target disbursement dates within a specific period.

Using configured values.

Disbursement I D page top
Disbursement I D page bottom

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Disbursement ID Table

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
DISBURSE_ID_TBL
Page:  
DISBURSE_ID_TBL
Action:  
A/UD/DA/C

Disbursement Split Code

Disbursement split codes are created to provide a label to the various patterns of disbursement IDs. For example, equal disbursement across terms, or fall only disbursement.

Using configured values.

Disbursement Split Code page

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Disbursement Split Codes

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
DISB_SPLIT_CD
Page:  
DISB_SPLIT_CD
Action:  
A/UD/DA/C

Disbursement Split CD Formula

This setup provides the specific percentage distribution to each disbursement ID created within a disbursement plan.

Using configured values.

Disbursement Split Formula page

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Disbursement Split Cd Formula

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
DISB_ID_SPLIT
Page:  DISB_ID_SPLIT
Action:  
A/UD/DA/C

Financial Aid Item Types

Before configuring Financial Aid item types, Student Financials must first create and define item types as financial aid item types for use in awarding various sources of funds.  Financial aid item type configuration allows you to specify if the item type is Federal, State, Private, Institutional, or other.  Item types specified under the Federal type will automatically be evaluated against delivered Federal processing rules when awarding for example, aggregate aid limits, Pell eligibility, etc.

FA Item Type 1 tab
FA Item Type 3 tab
FA Item Type 5 tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Financial Aid Item Types

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
FINANCIAL_AID_ITEM
Page:  
FA Item Type 1-6
Action:  
A/UD/DA/C

Fiscal Item Types

Assign fiscal limits to financial aid item types. Define the maximum amount of money that can be offered, accepted, and disbursed for a financial aid item type.

For your institution specific item type fiscal configuration, run query: CTC_FA_LC_AYRO_FISCAL_ITEMTYPE.

Assign Fiscal Limits tab
Fiscal Fund Status tab
Fiscal Fund Notes tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Fiscal Item Types

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
ITEM_TYP_FISCAL
Page:  
Assign Fiscal Limits
Action:  
UD

Packaging Plan

Packaging plans are aid year and academic career specific. Define award rules and limits for targeted groups of students for use in auto and mass packaging.

Packaging Plan tab
Packaging Rules 1 tab
Packaging Rules 2 tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Packaging Plan

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
PACKAGE_PLAN_TABLE
Page:  
Packaging Plan, Packaging Rules 1, Packaging Rules 2
Action:  
A/UD/DA/C

Repackaging Plan

The repackaging plans configured are to repackage loans that are not included in packaging plans used for initial packaging.  They are to be used to award sequestration specific item types.

Repackaging Plan Search page
Repackaging Plan page

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Repackaging Plan

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
SFA_RPKG_PLAN_TBL
Page:  
SFA_RPKG_PLAN_TBL
Action:  
A/UD/DA/C

Award Adjustment Reasons

Award adjustment reasons are institutionally defined reasons indicating why an award may be adjusted. Award adjustment reasons can be used for clarification when modifying an award and also for statistical tracking purposes. You can enter an award adjustment reason any time that you change an award on the award entry pages, but award adjustment reasons are required on the Professional Judgement page.

Award Adjustment Reasons page

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Award Adjustment Reasons

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
AWRD_ADJ_RSN_TBL
Page:  
AWRD_ADJ_RSN_TBL
Action:  
A/UD/DA/C

Award Messages

Define award messages that can be linked to financial aid item types.

Using configured values.

Award Messages page

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Award Messages

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
AWARD_MESSAGES
Page:  
Award Messages
Action:  
A/UD

Loan Fee Setup

Set up loan fees in the Loan Fee Table to ensure that the correct loan fees are deducted from each loan financial aid item type at the time of awarding. Loan fees are origination and insurance fees that are deducted from the gross amount of the loan. When defining a loan financial aid item type, attach the appropriate loan fees on the FA Item Type 6 page. Remember to create loan fee information for all loan types at your institution.

Loan Fee Table page
Loan Fee Table page
Loan Fee Table page
Loan Fee Table page

Navigation:  Set Up SACR > Product Related > Financial Aid > Awards > Loan Fee Setup

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
LOAN_FEE_TABLE
Page:  
LOAN_FEE_TABLE
Action:  
A/UD

External Award Cross Reference

Use this page to map Type and Source values that you entered on the External Award Type page and the External Award Source page to an existing financial aid item type. You can map many external awards with similar attributes to the same financial aid item type. For example, a school can combine several outside scholarship programs in a single financial aid item type. The external award attributes may differ, but all map to the same financial aid item type.

External Award Cross Reference page

Navigation:  Set Up SACR > Product Related > Financial Aid > External Awards > Item Type Cross Reference

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
SFA_EA_TYPE_XREF
Page:  
SFA_EA_TYPE_XREF
Action:
 A/UD

Search/Match Rules

Define search and match criteria for use by the External Award Load process.  The External Award Stage process uses the Search/Match utility when running the External Load for an external file. You create your own search/match rules and search/match parameters for each File Mapping definition. The process determines whether an existing ID matches a transaction identified within an external award data file. Each external award data file must be related to a File Mapping definition defined within the File Parser utility.

External Award Search Match Rules page

Navigation:  Set Up SACR > Product Related > Financial Aid > External Awards > Search/Match Rules

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
SFA_EA_SRCH_MATCH
Page:  
SFA_EA_SRCH_MATCH
Action:  
A/UD

Set Up Disbursement Calendars

Define the parameters for the batch authorization and disbursement processes.

The Authorization Calendar needs to be manually entered.

The Disbursement Calendar has a bit of manual entry but most of it is derived from the disbursement ID data.

Origin  This value must be coordinated with SF to make sure the disbursement postings are categorized correctly.

Authorization Calendar tab
Disbursement Calendar tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Disbursement > Set Up Disbursement Calendars

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
AUTH_CALENDER
Page:  
Authorization Calendar, Disbursement Calendar
Action:  
DA/C

Define Item Type Rules

Define authorization rules for a financial aid item type. Select specific rules used to hold disbursements of financial aid monies.

For your institution specific define item type rules, run queries:

  • CTC_FA_GC_AYRO_DISB_RULES_IT
  • CTC_FA_GC_AYRO_DISB_RULES_CHKL
  • CTC_FA_GC_AYRO_DISB_RULES_SI
  • CTC_FA_GC_AYRO_DISB_RULES_UEM
Indicators tab
Groups Thresholds tab
Checklists Tracking tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Disbursement > Define Item Type Rules

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
DISB_RULE_ITEM
Page:  
Indicators & Checklists/Tracking
Action:
 A/DA/C

Create User Edit Messages

These messages are financial-aid-specific indicators that the disbursement processes can use to prevent authorization of item types at the term level.

User Edit Messages Search page
User Edit Messages page

Navigation:  Set Up SACR > Product Related > Financial Aid > Disbursement > Create User Edit Messages

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
USER_EDIT_MSGS
Page:  
FA_EDIT_MSG_TBL
Action:
 A/DA/C

Credential Cross Reference

Maps academic career/academic program/academic plan/National Student Clearinghouse (NSC) Classifications combinations to COD Credential Levels.

Credential Level Cross Reference page

Navigation:  Set Up SACR > Product Related > Financial Aid > COD > Credential Cross Reference

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID1
Component:  
SFA_COD_CRDLV_XREF
Page:  
SFA_COD_CRDLV_XREF
Action:  
A/DA/C

SULA Load Table

SULA Load Rules page is used to define COD Enrollment Status (SULA) loads for reporting purposes to COD.

SULA Load Table page

Navigation:  Set Up SACR > Product Related > Financial Aid > COD > SULA Load Rules

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
SFA_SULA_LD_TBL
Page:  
SFA_SULA_LD_TBL
Action:  
A/DA/C

Loan Destination Profile

Consolidate the loan participants - the lender, guarantor, and servicer - into one entity, the loan destination. The loan destination defines the business characteristics and protocols between a lender, guarantor, and servicer, which enables them to process loans for the school. You must create a loan destination profile for each lender in the alternative loan program, and for the direct lending servicer for direct loans.

Not Automating Transmission message box
Loan Destination Profile tab
Common Line Options tab
Loan Destination Edits tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Loans > CommonLine 4 > Create Loan Destinations

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
LN_DEST_PROFILE
Page:  
LN_DEST_PROFILE LN_DEST_PROFILE2
Action:  A/DA/C

Define Loan Counseling Options

Defines the entrance and exit interview URLs and associated attribute.

Define Loan Type and Loan Counseling tabs

Navigation:  Set Up SACR > Product Related > Financial Aid > Loans > Loan Counseling > Define Loan Counseling Options

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  PROCESS_LOANS
Component:  
SFA_LN_CNSL_SETUP
Page:  
SFA_LN_CNSL_SETUP
Action:
 A/DA/C

Define Loan Institutions

Define the valid loan processes available at the institution.

For alternative loans it is recommend selecting the Check Prior Year Destination checkbox as it will automatically select the lender used the previous year.

SSN Source (social security number source) -For direct loan and COD processing. Select the source of the student's Social Security Number, such as from PeopleSoft Enterprise Campus Community Fundamentals.

For DL, best practice is to use the ISIR for the SSN source.

Loan Institution Table tab
Loan Destination Default tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Loans > Define Loan Institutions

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  LOAN_INST_TABLE
Page:  LOAN INSTITUTION TABLE
Action:  A/UD

Create Loan Types

Defines the types of loans that is used in the loan origination processes.

Loan Type Table and CommonLine NSLDS Xref tabs
Direct Loan Options and Checklist Setup tabs

Navigation:  Set Up SACR > Product Related > Financial Aid > Loans > Create Loan Types

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
LOAN_TYPE
Page:  
LOAN_TYPE_TABLE
Action:  
A/UD

Direct Loan Change Rules

Configured values keep loan changes from reporting when the change is the value configured.

D L Loan Institutional Change Setup page

Navigation:  Set Up SACR > Product Related > Financial Aid > Loans > Direct Loan Change Rules

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
LN_DL_INST_PARM
Page:  
LN_DL_INST_PARM
Action:  
A/UD

Loan Attended Routing ID

Associate Attended School Routing ID’s with Reporting School Routing ID’s.

Loan Attended Routing ID page

Navigation:  Set Up SACR > Product Related > Financial Aid > Loans > Loan Attended Routing ID

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  PROCESS_LOANS
Component:  
SFA_COD_LN_ATTEND
Page:  
Loan Attended Routing ID
Action:  
A/UD

Pell Payment

Define Pell payment information to include Pell IDs and other reporting data for Pell payment records to COD.

Pell Payment Setup tab
Pell Institution Address tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Pell Grants > Pell Payment

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
PELL_SETUP_PNL
Page:  
Pell Payment Setup & Pell Institution Address
Action:  
UD

Pell ID Attending

Enter the corresponding Common School ID for each Attended Pell ID on the Pell Attending page (PELL_ATTENDING).

Pell Attending page

Navigation:  Set Up SACR > Product Related > Financial Aid > Pell Grants > Pell ID Attending

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
PELL_ATTENDING
Page:  
Pell Attending
Action:  
UD

ISIR Data Load Parameters

Define the rules used to load ISIRs from the staging to the application tables.

ISIR Load Options 1 tab
ISIR Load Options 2 tab
ISIR Load Options 3 tab
ISIR Inst Search Match tab

Navigation:  Set Up SACR > Product Related > Financial Aid > File Management > ISIR Data Load Parameters

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  EXCHANGE_FIN_AID_DATA
Component:  
ISIR_INST_CONTROL
Page:  
ISIR Load Options 1 - 3, ISIR Inst SearchMatch
Action:
 A/UD/DA/C

NSLDS Data Load Parameters

Define the rules used to load NSLDS Transfer Monitoring and History data from the staging to the loaded tables.

NSLDS Load Options and Search/Match tabs

Navigation:  Set Up SACR > Product Related > Financial Aid > File Management > NSLDS Data Load Parameters

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  EXCHANGE_FIN_AID_DATA
Component:  
SFA_NSLDS_LD_CNTRL
Page:  
NSLDS Load Options & NSLDS Search/Match
Action:  A/UD/DA/C

Define SAP Setup Criteria

The SAP Setup pages are used to set up the standard rules used to determine a SAP status for each of the eight tests. The rules are designed to be failure rules. If a student’s actual test value matches a setup rule, the test fails. If a student’s actual test value does not meet a standard rule, the student receives the Career Pass Default Status code for that test. For better processing performance, keep the rules as simple as possible.

Setup tab
Default SAP Status section
Criteria 1 tab
Criteria 2 tab
Exclusions tab

Navigation:  Set Up SACR > Product Related > Financial Aid > Satisfactory Academic Progress > Define Set Up Criteria

Security:

  • ZC FA Local Configuration
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  SFA_SAP_FINANCIAL_AID
Component:  SFA_SAP_SETUP
Page:  
Setup Criteria 1 - 2, Exclusions
Action:
 UD/DA/C

Define Evaluation Terms

Configured for evaluation term processing.

Define Evaluation Terms page

Navigation: Set Up SACR > Product Related > Financial Aid > Satisfactory Academic Progress > Define Evaluation Terms

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  SFA_SAP_FINANCIAL_AID
Component:  SFA_SAP_ET_TRM
Page:  
SFA_SAP_ET_TRM
Action:
 UD/DA/C

Self-Service Options

Define self-service inquiry options as well as awarding access and processing options.

Inquiry tab
Awarding tab
Loan tab
SAP and Disbursement tabs

Navigation:  Set Up SACR > Common Definitions > Self Service > Financial Aid > Self Service Options

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config

Menu:  DESIGN_FINANCIAL_AID2
Component:  
SS_FA_INSTALL
Page:
 Inquiry Options, Awarding Options, Loan Options & SAP Options
Action:
 A/UD

Define User Defaults

Row level security user defaults.

Each user will need to define the Institution, Set ID, Aid Year, Business Unit, Campus, Institution Set, and Carry ID, as well as their speed keys.

User Defaults 1 tab
User Defaults 2 tab
Communication Speed Keys tab

Navigation:  Set Up SACR > User Defaults

Security:

  • ZC SACR Config
  • ZD Local Security Admin
  • ZZ Local Security Admin
  • ZZ SACR User Defaults
  • ZZ Setup SACR User Pref - WA

Menu: SPECIFY_OPERATOR_DEFAULTS
Component:  
OPR_DEFAULT_CS
Page:  
OPR_DEF_TABLE_CA1
Action:  
needs content

Equation Editor

An equation is a defined series of statements that can calculate amounts or check criteria. Packaging equations are established to determine award eligibility as well as award amounts.

Equation Editor page

Navigation:  Set Up SACR > Common Definitions > Equation Engine > Equation Editor

Security: ZC SACR Config
Menu:  DESIGN_FINANCIAL_AID1
Component:  
EQUATION_EDITOR
Page:
 Equation Editor
Action:  
A/UD/DA/C

Equation Processing Options

Equation used for determining SNG eligibility.  This equation is a global configuration used by all institutions.

Equation Processing Options page

Navigation:  Set Up SACR > Product Related > Financial Aid > CTC Custom > CTC Interfaces > State Need Grant > Equation Processing Options

Security: ZC FA Local Configuration and ZC SACR Financial Aid Config
Menu:  CTC_FA_SNG_ELG_E008
Component:  
CTC_EQ_PRCS_CMP
Page:  
CTC_EQ_PRCS_PG
Action:
 A/UD/DA/C

WA College Grant

Custom page allows institutions to enter the maximum aid year amount and median family income levels (MFI) to be used by processing and reporting functionality for the specified aid year.  Configuration values are provided by WSAC.

Awards Amounts Table tab
MFI Setup Table tab

Navigation:  SET UP SACR > PRODUCT RELATED > FINANCIAL AID > CTC Custom > CTC Interfaces > SNG Setup

Security:

  • ZC FA Local Configuration
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  CTC_FA_SNG_ELG_E008
Component:  
CTC_SNG_SETUP_CMP
Page:  
CTC_MFI_PG
Action:  
A/UD/DA/C

Unit Record Report Config

The Unit Record provides comprehensive information about Washington students who receive need-based financial aid and about the type and amount of assistance they receive.  This custom page allows institutions to configure the required values to be used by the reporting process.

Ethnicity Config tab
Awards Config tab

Navigation:  Set Up SACR > Product Related > Financial Aid > CTC Custom > CTC Interfaces > Unit Record Report > Unit Record Report Config

Security:

  • ZC FA Local Configuration
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  CTC_URR_SETUP
Component:  
CTC_URR_CFG
Page:  
CTC_URR_AWD_CFG
Action:  
A/UD/DA/C

College Bound Setup

The College Bound Scholarship fills the gap after other state aid has been awarded to reach the maximum CBS award amounts for the aid year.  This custom page allows institutions to specify the maximum CBS award amount for determining CBS awarded amount.

Maximum CBS Awards by Enrollment Levels page

Navigation:  Set Up SACR > Product Related > Financial Aid > CTC Custom > CTC Interfaces > College Bound Scholarship > College Bound Setup

Security:

  • ZC FA Local Configuration
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  CTC_URR_SETUP
Component:  
CTC_URR_CFG
Page:  
CTC_URR_AWD_CFG
Action:  
A/UD/DA/C

Define Rules for State Return

Custom page used to associate grant protection percentages for state item types and cutoff periods when determining state returns.

State Funds tab
Return Calendar tab

Navigation:  Set Up SACR > Product Related > Financial Aid > CTC Custom > Define Rules for State Return
Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  CTC_E002_STATE_REFUND
Component:  
CTC_STATE_RP_SETUP
Page:  
CTC_STATE_RP_ITEM
Action:  
A/UD/DA/C

State Work Study Report

Work study reporting configuration.

State Work Study tab
Item Earning Code Crosswalk tab

Navigation:  Set Up SACR > Product Related > Financial Aid > CTC Custom > State Work Study Report

Security:

  • ZC FA Local Configuration
  • ZC SACR Config
  • ZC SACR Financial Aid Config
  • ZD SACR Financial Aid Config

Menu:  CTC_R_075_STATE_WORK_STUDY
Component:  
CTC_STATE_WRK_STDY
Page:  
CTC_STATE_WRK_STDY
Action:  
A/UD/DA/C

Checklist Item Table

Initial checklist configuration page, establishing the checklist item code. To review institution specific checklist item configuration, run query: CTC_FA_LC_AYRO_CHECKLIST_ITEMS

Checklist Item Table tab

Navigation:  Campus Community > Checklists > Set up Checklists > Checklist Item Table

Security: ZD FA Local Config Inquiry and ZD SACR Financial Aid Config
Menu:  MANAGE_CHECKLISTS
Component:  
CS_CHK_ITEM_TBL
Page:  
SCC_CHECKLST_ITEM
Action:
 A/UD/DA/C

Checklist Items Functions Table

Establishing the administrative function associated with developed checklists.  Before checklist items can be assigned to students, they must first be assigned to an administrative function table.  To review your institutions checklist item function table assignment, run query: CTC_FA_LC_AYRO_CHECKLIST_ITEMS

Checklist Item Functions Table page

Navigation:  Campus Community > Checklists > Set up Checklists > Checklist Item Functions Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_CHECKLISTS
Component:  
CHK_FUNCTION_TABLE
Page:  
CHK_FUNCTION_TABLE
Action:  
A/UD/DA/C

Checklist Table

The checklist table is the parent table for checklist items.  To review your institution specific Checklist setup, run query: CTC_FA_LC_AYRO_CHECKLIST_TABLE.

Checklist Table page

Navigation:  Campus Community > Checklists > Set up Checklists > Checklist Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_CHECKLISTS
Component:  
CS_CHKLST_TBL
Page:  
CS_CHKLST_TABLE
Action:
 A/UD/DA/C

Checklist 3C Groups

Checklist security is established via 3C groups.  To review your institutions specific checklist 3C Group security, please run query: CTC_FA_AYRO_CHKLST_3CGROUP .

Checklist 3C Groups page

Navigation:  Campus Community > Checklists > Set up Checklists > Checklist 3C Groups

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_CHECKLISTS
Component:  
CS_CHKLST_TBL
Page:  
CS_CHKLST_TABLE
Action:  
A/UD/DA/C

Event Definitions

Mass assignment of checklists, communications and comments (3Cs) are handled through event definitions.   To review your institution specific Event Definition configurations, please run query: CTC_FA_LC_AYRO_3CEVENT_DEFINED

Event Definition

Navigation:  Campus Community > 3C Engine > Set Up 3C Engine > Event Definition

Security:

  • ZC CC 3Cs Config
  • ZC FA Local Configuration
  • ZC SACR Financial Aid Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  DEFINE_CAMPUS_COMMUNITY
Component:  
EVNT_3CS_SETUP
Page:  
EVNT_3CS_SETUP
Action:
 A/UD/DA/C

Event 3C Groups

Establishes security for event definitions.   To review your institution specific Event Definition 3C Group configurations, please run query: CTC_FA_LC_AYRO_3C_EVENT_GROUPS

Event 3C Groups page

Navigation:  Campus Community > 3C Engine > Set Up 3C Engine > Event 3C Groups

Security:

  • ZC CC 3Cs Config
  • ZC FA Local Configuration
  • ZC SACR Financial Aid Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  DEFINE_CAMPUS_COMMUNITY
Component:  
EVNT_GRP_3C_TBL
Page:  
EVNT_GRP_3C_TABLE
Action:
 A/UD/DA/C

Standard Letter Table

Letter code setup to include function and data sources. To review your institution specific configured letter codes, run query: CTC_FA_LC_AYRO_LETTER_CODES. 

Standard Letters page

Navigation:  Campus Community > Communications > Set up Communications > Standard Letter Table CS

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_COMMUNICATIONS
Component:  
SA_STNDR_LTR_TABLE
Page:  
SCC_STN_LTR_TBL
Action:
 A/UD/DA/C

Communication Context Table

Establish sending methods and direction for letter codes.

To review your institution specific communication context and communication category, run query: CTC_FA_GC_AYRO_COMM_CNTXT_CAT

Communication Context page
Communication Context page

Navigation:  Campus Community > Communications > Set up Communications > Communication Context Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_COMMUNICATIONS
Component:  
COMM_CTXT_TBL
Page:  
COMM_CTXT_TABLE
Action:
 A/UD/DA/C

Communication Category Table

Communication categories are assigned to communication 3C groups on the Communications 3C Groups page for the purpose of limiting access to the communications associated with those categories.

To review your institution specific Communication Categories, run query: CTC_FA_GC_AYRO_COMM_CATEGORY.

Communication Categories page
Communication Categories page

Navigation:  Campus Community > Communications > Set up Communications > Communication Category Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_COMMUNICATIONS
Component:  
COMM_CATG_TBL
Page:  
COMM_CATG_TABLE
Action:  
A/UD/DA/C

Communication 3C Groups

Establishing communication security by category. To review your institution specific Communication Categories, run query: CTC_FA_GC_AYRO_COMM_CATGRY_GRP

Communication 3C Groups page

Navigation:  Campus Community > Communications > Set up Communications > Communication 3C Groups

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_COMMUNICATIONS
Component:  
COMM_GRP_3C_TBL
Page:  
COMM_GRP_3C_TABLE
Action:
 A/UD/DA/C

Communication Speed Key Table

Establishing list of communications available for assigning via Speed Keys.

Communication Speed Keys page
Communication Speed Keys page

Navigation:  Campus Community > Communications > Set up Communications > Communication Speed Key Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_COMMUNICATIONS
Component:  
COMM_SPEED_KY_INST
Page:  
COMM_SPDKEY_TABLE
Action:  
A/UD/DA/C

Report Definition

Defines a report and associates it with a communication data source from which to extract data and the templates to be merged with the extracted data.

Definition tab
Template tab
Output and Properties tabs
Security tab

Navigation:  Reporting Tools > BI Publisher > Report Definition

Security:

  • ZZ CC 3Cs Config
  • ZZ CC 3Cs User
  • ZZ_DS_BI_PUB_DEV
  • ZZ_DS_QUERY_ADMIN

Menu:  XMLPUBLISHER
Component:  
PSXPRPTDEFN
Page:  
PSXPRPTDEFN
Action:  
A/UD/DA/C

Comment Categories

Define categories that enable you to group comments for similar purposes. Delivering global and requested values.  To review a list of you institution specific comment categories, run query: CTC_FA_GC_AYRO_COMMENT_CATEGRY.

Comment Category Table page

Navigation:  Campus Community > Comments > Set Up Comments > Comment Category Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  CREATE_COMMENTS
Component:  
CMNT_CATG_TBL
Page:  
CMNT_CATG_TABLE
Action:  
A/UD/DA/C

Comment 3C Groups

Establishing security for comments. To review your institution specific configured comment 3C groups, run query:  CTC_FA_GC_AYRO_COMMENT_CATGGRP.

Comment 3C Groups page

Navigation:  Campus Community > Comments > Set Up Comments > Comment 3C Groups

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  CREATE_COMMENTS
Component:  
CMNT_GRP_3C_TBL
Page:  
CMNT_GRP_3C_TABLE
Action:  
A/UD/DA/C

File List Table

File paths used for importing and exporting financial aid files.  Delivering global and requested values.

File List Table page

Navigation:  PeopleTools > CTC Custom > Extensions > File List Table

Security:

  • ZC FA Local Configuration
  • ZC SACR Financial Aid Config
  • ZZ_FA_UPLOAD_DOWNLOAD

Menu:  CTC_E207_FL_UPLD_DOWNLD
Component:  
CTC_E207_FL_CONFIG
Page:  
CTC_FL_UPLD_DL_CFG
Action:
A/UD/DA/C