Assigning Packaging Variables for Enrollment Intensity/FLF Process
Purpose: Use this document as a quick reference on how to assign Packaging Variables to track students who may need award adjustments in preparation for disbursement
Audience: Financial Aid Staff responsible for making award adjustments and preparing for disbursement
The process is the first step in the Enrollment Level Hold/Service Indicator-Enrollment Intensity process.
This process identifies students whose enrollment intensity at the time of awarding is different than the enrollment intensity at the time of authorization and disbursement. In addition, the process identifies students who need their awards adjusted from full-time to less-than-full-time.
The Assign Packaging Variables process specifically updates the User Var Num #1 - #4 fields on the Assign Packaging Variables page from ‘0‘ to ‘1.00’; setting all 4 terms to enrollment intensity 100%.
Note:
- User Variable Number #1 = Fall Term
- User Variable Number #2 = Winter Term
- User Variable Number #3 = Spring Term
- User Variable Number #4 = Summer Term
Assigning Packaging Variables
Navigation: Set Up SACR > System Administration > Utilities > Population Update > Population Update Process
- Enter New or use existing Run Control ID.
- Define the Record (Table) Name = STDNT_PKG_VAR Student Packaging Variables
- Enter the following:
- Institution
- Aid Year
- Academic Career = UGRD
- Select the “Report Error Messages” radio button
- Define the Selection Tool drop-down box = PS Query
- Enter the Query Name = QCS_FA_ASSIGN_PKG_VARS_EI
- Select the Edit Prompts link and enter the following:
- Institution
- Aid Year
- Select the OK button
- Enter the following in the Select Fields to Update section:
- Field Name Field Value
- User Variable Numeric #1 1.00
- User Variable Numeric #2 1.00
- User Variable Numeric #3 1.00
- User Variable Numeric #4 1.00
- Select the Preview Selection Results link to review list of students receiving update.
- Select the Run button.
- At the Process Scheduler Request page, ensure the SCC_POP_UPD checkbox is selected, and select the OK button.
- Ensure process runs to “Success” and “Posted”.
- Select the Actions link and then select the Message Log drop-down option.
- In the Message Text, you can review the number of records updated.
Note: Be sure to follow up with the Assign FLF Service Indicator steps as outlined in the FA Flow Business Process Guide for the entire Enrollment Level Hold/Service Indicator-Enrollment Intensity Process
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial Via Panopto
View the external link to Assigning Packaging Variables. This link will open in a new tab/window.
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