minneapolis, mn october 18-21 masfaa: time to refocus datatel functional session susan swisher saint...

MINNEAPOLIS, MN OCTOBER 18-21

MASFAA: TIME TO REFOCUS

Datatel Functional SessionDatatel Functional Session

Susan SwisherSaint Xavier University



Online User AssistanceOnline User Assistance



www.datatel.com



Client CommunitiesClient Communities



Financial Aid Client Financial Aid Client CommunityCommunity



Financial Aid CATFinancial Aid CAT



AnwserNetAnwserNet



DocumentationDocumentation

Documentation listed within the past 2 months

View all documentation



Datatel Community ForumsDatatel Community Forums



Datatel Users’ GroupDatatel Users’ Group

Can’t make it to the DUG annual conference?

Go to the Conference website to access the presentation handouts



Simplifying ProcessesSimplifying Processes



PCR – Pending PCR – Pending Correspondence ReportCorrespondence ReportUse 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



PCEX-Express Correspondence PCEX-Express Correspondence ProcessingProcessing

•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



Annual FA SetupAnnual FA SetupMNEUMONIC SCREEN NAME ANNUAL Created by FASA form MISCELLANEOUS INFO

General Setup FFSP FA File Suite Processing Process No AWPD Award Period Definition Screen No Multiple per yearADCM Award Disb Code Maintenance Screen No Multiple per yearATPC Attendance Pattern Definition Screen No Multiple per yearPATR Attendance Pattern Rule Table Screen Yes Requires review if FASA used

Communication Management CMC Communication Codes Screen Yes MultipleDPAR Define Custom Paragraphs Screen Yes MultipleRLDE Rules Definition Screen No DOC Rules, MultipleDOC Document Codes Screen Yes MultipleDFS Document File Setup Screen No Multiple, tied to DOCTRC Tracking Codes Screen Yes MultipleRLDE Rules Definition No No CRRD Rules, MultipleCRRD Corres Requests Definition Screen Yes MultiplePackaging APCD Packaging Category Detail Screen No Multiple

APAC Award Packaging Screen Yes Requires review if FASA used

PKDF Packaging Definition Screen No Multiple

PDRL Packaging Definition Rule Table Screen Yes Requires review if FASA used

Packaging Sub-screens

PCRL Packaging CB/Inst Rules Screen Yes Requires review if FASA used

PERL Packaging Eligibility Rules Screen Yes Requires review if FASA used

Sample of the Annual FA Setup Worksheet provided by Datatel



FASA – Financial Aid Set Up FASA – Financial Aid Set Up AssistantAssistantUse 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



FASA continuedFASA continued



SubroutinesSubroutines



Packaging Eligibility Rollover Packaging Eligibility Rollover SubroutineSubroutine

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.



Packaging Amount Rollover Packaging Amount Rollover SubroutineSubroutine

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.



Pell Award Amount Pell Award Amount SubroutineSubroutine

Use the Datatel supplied Pell subroutineS.FA.PELL.AWD on the AAD screen



Pell Transmittal SubroutinePell Transmittal Subroutine

Use the Datatel supplied subroutine PELL.SUBR on AAXL



BASC – Batch CommentsBASC – Batch Comments

Use BASC to batch the same comment to multiple students.



Batch ProcessesBatch Processes



BAWD – Batch AwardingBAWD – 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



PKCR – Batch Auto PKCR – Batch Auto Package Package

Features:•Run in update or non-update mode•Report options

•Student Packaging•Validation•Expanded Rule Validation



Datatel Delivered Datatel Delivered ReportsReports



PEVR- Pell Eligibility PEVR- Pell Eligibility VarianceVariance

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 .



PEVR ReportPEVR Report



ULAP – Unlinked Loan ULAP – Unlinked Loan ApplicationsApplications

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.



Sample ULAP ReportSample ULAP Report



IART – ISIR Alert IART – ISIR Alert ReportReport

Report is useful in helping to identify awarded students who have a CPS generated ISIR that has not been reviewed.



Sample IART ReportSample IART Report



TFAR – Transmittal FA TFAR – Transmittal FA ReportReport

Use TFAR if you want to review the aid that has been transmitted for any timeframe, award period, award or students.



Sample TFAR ReportSample TFAR Report



APCR – Attendance Pattern APCR – Attendance Pattern Mismatch ReportMismatch Report

Use APCR to compare financial aid information with registration information



Sample APCR ReportSample APCR Report



OAWROAWR - - Overaward Overaward ReportReport

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



Sample OAWR ReportSample OAWR Report



AWDR – Award RegisterAWDR – Award Register

Provides summary and detail award information



AWDR - Award Register - AWDR - Award Register - DetailDetail



AWDR - Award Register - AWDR - Award Register - SummarySummary



FMGT – Fund ManagementFMGT – 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



Sample FMGT ReportSample FMGT Report



FCAR – Award AnalysisFCAR – 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



Sample FCAR ReportSample FCAR Report



Questions?Questions?

minneapolis, mn october 18-21 masfaa: time to refocus datatel functional session susan swisher saint...

Documents

datatel slide

documentation slide

document slide

anwsernet slide

client communities slide

given time frame

saved list slide

financial aid cat slide