ndu_0070_fa - north dakota university systemcts.ndus.edu/wp-content/uploads/2013/08/sfa... · xls...

Prepared by SIS 05/05/2023

List of Queries

Name Description Field Locations

NDU_FA_0094

NDU_FA_0202 Anticipated Aid Mismatch

NDU_0033_FA Authorization Failure List

NDU_0061_FA Blank Budget Codes

NDU_FA_0151 CL Disb Maint Funds Mismatch

NDU_0131_FA

NDU_FA_0218_1 Comm by Letter Code

NDU_FA_0218_2 Comm Uncompleted Counts

All Navigation is at: Reporting Tools > Query > Query Viewer

Accepted Loans With No Origination

Identifies students who have accepted loan awards greater than zero which do not have a matching loan origination page.

The query helps you find “unexpired” aid where the authorized amount is different than the anticipated amount that Student Financials sees.Identifies students who have a current award that has failed to authorize for disbursement. Displays Campus email address.

Academic Institution from STDNT_DISB_MSG - Stdnt Disburse Detail MessagesAid Year from STDNT_DISB_MSG - Stdnt Disburse Detail MessagesEmplID from STDNT_DISB_MSG - Stdnt Disburse Detail MessagesName from PERSONAL_DTSAVW - SA Personal Data ViewItem Type number from STDNT_DISB_MSG - Stdnt Disburse Detail MessagesItem Type Description from ITEM_TYPE_FA - Item Type TableRun Date/Time from STDNT_DISB_MSG - Stdnt Disburse Detail MessagesMessage Text from MESSAGE_CATALOG - Message CatalogTerm from STDNT_DISB_MSG - Stdnt Disburse Detail MessagesTerm Description from TERM_VAL_TBL - Term Value TableDisbursement ID from STDNT_DISB_MSG - Stdnt Disburse Detail MessagesMessage Set Number from STDNT_DISB_MSG - Stdnt Disburse Detail MessagesMessage Number from STDNT_DISB_MSG - Stdnt Disburse Detail MessagesFin Aid Type from ITEM_TYPE_FA - Item Type TableAid Source from ITEM_TYPE_FA - Item Type Table

Allows user to enter Academic Institution and Aid Year; provides a list of students who have a budget item of Tuition, Fees, Housing, Miscellaneous or Book that is equal to zero.

Last Name from PERSONAL_DATA - EE Personal DataFirst Name from PERSONAL_DATA - EE Personal DataEmplID from PERSONAL_DATA - EE Personal Data

Identifies loans where the Net Disbursement Amount received from the lender does not match the amount actually disbursed to the student. The query identifies the student by name and EmplID; identifies the loan by Loan Type and Item Type; indicates the Disbursement ID, Loan Disbursement Amount, Net Loan Disbursement Amount, Net Disbursement Amount received, Actual Disbursement amount, Disbursement Hold Switch (Yes or No); and the latest Action Code, Action net and Action Date-Time.

CL School Certification Requests

Identifies students who have initiated a loan with a lender instead of at the school, and the lender has sent a school certification request. To remove a student from this query, change their "Load Status" setting on Administer Financial Aid > Process Loans > Inquire 2 > CommonLine 4 Import from "Error" to "Processed" or "Skipped". Use EC Que Instance number on the list to easily find the entry. Enter the award and originate the loan; on the Loan Origination page enter the appropriate lender and guarantor codes, set the "Proc Level" to CR and the Unique Identifier to the same as shown on the list.

EC Transaction ID from App Export Header EC RecEC Queue Instance from App Export Header EC RecCL Loan Type Code from App Export Header EC RecCommonLine Record Status Code from App Export Header EC RecCommonLine Load Status from App Export Header EC RecBorrower Last Name from App Export Header EC RecBorrower First Name from App Export Header EC Rec

Gives you a list specificFinancial Aid communications for a time period. You can either request Completed or Not Completed communications to be displayed. The output indicates the Code and Description, the Communication Date, the completion date (if any), and indicator to show whether the communication was Unsuccessful (“Y”) or Not. An email address is also provided so you can easily re-contact students on the list.

Displays information about Financial Aid letters that have been created on or after the “From Comm Date” which have not yet been “completed” (i.e., Comm Gen needs to be run). Displays the letter Context, Communication Date, Count of letters that need to be completed, the Letter Code, and Description. You can run NDU_FA_0218_1 to get details on any of the letter codes listed.




NDU_0020_FA

NDU_0090_FA COOP Student Listing

NDU_0050_FA Degree on ISIR

NDU_FA_0164 DL P-Note Not Accepted

Compares Adm to FA Residency

Allows user to enter Institution and Aid Year; provides a list of students whose tuition was calculated with a different residency code than the one currently assigned for FA purposes.. Displays FA State Residency, Residency for Tuition and Tuition/Fees budget item code currently on the student's record.

EmplID from STDNT_BUDGET_IT - Student Term Budget ItemName from PERSONAL_DATA - EE Personal DataTuition Residency Code from RESIDENCY_OFF - Official Residency DataFinical Aid State Residency from RESIDENCY_OFF - Official Residency DataBudget Item Code from STDNT_BUDGET_IT - Student Term Budget ItemAid Year from STDNT_BUDGET_IT - Student Term Budget ItemEffective Term from RESIDENCY_OFF - Official Residency Data

Allows user to enter Institution, Term and Course ID (note that in the look up, courses can be searched for by Course ID, Catalog Number or Subject Area); provides a list of students with a Financial Aid budget who are enrolled in the course. Displays the student Name, ID, Term, Total Credits Enrolled, Remote Credits Assigned, Total Credits/Remote Credits.

Name from EE Personal DataEmplID from Student Fin Aid Term TableTerm from Student Fin Aid Term TableUnits Taken FA Calculated from Student Fin Aid Term TableRemote Units from Student Fin Aid Term TableTotal Term Units from Student Fin Aid Term Table

Allows user to enter Academic Institution, Aid Year and Term; provides a list of students who indicated on the FAFSA that they had not received a Bach degree, but who also indicated that they are Graduate students.

Last Name from ISIR_STUDENT - Fed Student Application DataFirst Name from ISIR_STUDENT - Fed Student Application DataEmplID from ISIR_STUDENT - Fed Student Application DataDate of Birth from ISIR_STUDENT - Fed Student Application DataAcademic Level - Term Start from STDNT_FA_TERM - Student Fin Aid Term TableAcademic Level from ACAD_LEVEL_TBL - Academic Level TableAcademic Level - Term start from STDNT_CAR_TERM - Student Career Term TableAcademic Level from ACAD_LEVEL_TBL - Academic Level Table

Helps you to find cases where a MPN has been created and reported in a message class CRPN, but because of timing issues, the MPN is overwritten when the origination acknowledgement is subsequently posted. In these cases you will see a PNOTE Status of PRINT, along with PNOTE details such as Unique ID and Expire Date. When this situation is found, confirm on COD that a PNOTE is completed, then, on the Override Processisng Status page, click on "Accept PNOTE" and "Update Origination" button.




NDU_0130_FA

NDU_FA_0001_1 Entrance Counseling List

NDU_FA_0001_2 Exit Counseling Forecast

NDU_FA_0075 FA Course List

Drug Conviction Question Not No

The system allows entry of a PLUS loan when a student has answered the FAFSA drug conviction question with yes. This query identifies students where the drug conviction question was not NO on their most recent ISIR for a specified school year and institution.

EmplID fromFed Student Application DataLast Name from EE Personal DataFirst Name from EE Personal DataAid Year from Fed Student Application DataDrug Offense Conviction Question from Fed Student Application Data

Allows user to enter Academic Institution; provides a list of students for that school that require entrance counseling for Stafford, Perkins or Nursing loans. Student is listed if they have been awarded selected loans, the Package Status Summary screen indicator is not set to complete and the NSLDS record shows they do not have these loans at a previous institution.

EmplID from PERSONAL_DATA - EE Personal Data Last Name from PERSONAL_DATA - EE Personal DataFirst Name from PERSONAL_DATA - EE Personal DataLoan Entrance Interview Status from STDNT_AID_ATRBT - Student Aid Attributes Table

Allows user to enter Academic Institution; provides a list of students for that school that may require exit loan counseling. Student is listed if the exit row on the Entrance/Exit Counseling screen is not set to complete and the student program status is completed program, canceled, discontinued, deceased, dismissed or suspended. If the Include Not Enrolled function on the setup is used the query evaluates enrollment for the current term up to the 3/4 mark. After that point, it evaluates future terms. This works in conjunction with the NDU Applications > NDU Financial Aid > Process > NDU Mass Loan Counseling process which creates a communication and sets the Exit Counseling flag to "Complete" on the Entrance/Exit Loan Counseling screen. Entering a Pending Exit row will cause a letter and checklist to be created the next time the update process is run.

Last Name from PERSONAL_DATA - EE Personal DataFirst Name from PERSONAL_DATA - EE Personal DataEmplID from PERSONAL_DATA - EE Personal DataLoan Exit Interview Status from STDNT_AID_ATRBT - Student Aid Attributes TableAcademic Career from ACAD_PROG - Student Academic ProgramAcademic Program from ACAD_PROG - Student Academic ProgramAcademic Program Status from ACAD_PROG - Student Academic ProgramAdmit Term from ACAD_PROG - Student Academic ProgramExpected Graduation Term from ACAD_PROG - Student Academic Program

Allows user to enter Institution, Term and Course ID (note that in the look up, courses can be searched for by Course ID, Catalog Number or Subject Area); provides a list of students with a Financial Aid budget who are enrolled in the course. Displays the student Name, Emplid, Subject, Catalog Number, Drop Date (where appropriate), Total Credits Enrolled, Residency, COA, Budget Categories, and costs associated with each budget category.

Name from EE Personal DataEmplID from Student Enrollment TableSubject Area from Class TableCatalog Nbr from Class TableEnrollment Drop Date from Student Enrollment TableCredits Enrolled from Student Career Term TableState of Residence from GCost of Attendence from FBudget Item Category Student Term BudgetBudget Item Amount Student Term Budget




NDU_0141_FA Failed to Mass Package

NDU_0002_FA First Time Borrower List

NDU_FA_0197 Fund Authorization Opt Outs

NDU_FA_0129 Fund Roster query #1

NDU_FA_0185 Gainful Employment Reporting

Shows you all the errors thrown by the packaging process for each student and each item type for that student for a particular Batch Sequence Number. You can obtain the Batch Sequence Number from Administer Financial Aid > Package and Disburse Aid > Inquire 2 > Mass Packaging SummaryAllows user to enter Academic Institution; provides a list of students for that school who are first term freshmen, who have been awarded a Stafford or Perkins loan, and who do not have a record of previous loans on NSLDS.

EmplID from PERSONAL_DATA - EE Personal Data Last Name from PERSONAL_DATA - EE Personal DataFirst Name from PERSONAL_DATA - EE Personal DataLoan Entrance Interview Status from STDNT_AID_ATRBT - Student Aid Attributes Table

When a student who has not yet accepted an award goes into Student Center to accept awards, he/she will see a box with your school’s text concerning using their excess funds to pay bills. If the student says yes, they can go on to accept their awards and an entry will be made on a table to keep track of the transaction.

If the student says no, they see a second school specific message. If they acknowledge they do not want to allow the school to use their excess aid to pay all their bills, a comment to that effect is put on the FA Status page and any undisbursed awards on award entry have their charge priority changed to “TITLEIV”, which only allows Title IV aid to be used for specific allowable charges. A record of the decision is also made.

If the student changes his/her mind, a second comment is put on FA Status and those transactions are recorded.

Once a student has indicated "No" to funds authorization, they are displayed on this query, even if they subsequently answer "Yes".

For a aid awarded for a specific institution, aid year and term, displays: EmplID,Student Name, NID, Institution, Aid Yr, Term, Term Description, Finaid Type, FA Source, Item Type, Adi Description, Disb ID, Offered Amount, Accepted Amount, Authorized Amount, Disbursed Amount, Requested Disb Date, Actual Disb Date

Run the process at NDU_Applications > NDU Financial Aid > Report > NDU Gainful Employment Files, then review the results here. These results are not permanently stored to a data base, so it is best to save them off and store them in a secure location for future audit.

The data in the query is not in the same order or format as the file that will go to the SAIG gateway, but is intended to be a way for you to preview and record the students in the file that will be sent when the process is run with “Create Send File” checked.




NDU_FA_0183 GE Disclosure

NDU_0051_FA

NDU_0111_FA HERA Eligible Not Awarded

NDU_FA_0062 Incorrect Housing Code

NDU_FA_0049 ISIR "C" Codes

NDU_0092_FA Item Type Totals List

NDU_0070_FA List of Queries

Provides a list of queries that have "FA" in the name..

The two pieces of FA information needed for the “disclosure” are median FFEL/Direct loans for students who ocmpleted a GE program, and median private loans for students who completed the GE program. After the initial year of reporting (2010-2011), the US Department of Education should be providing this information to you.

On the query page enter your institution, aid year, Gainful Employment program and plan codes, then select whether to run for federal or private loans. Run it twice for each GE program, once for federal loans and once for private loans. As you would expect, for results with an odd number, the median is the middle value. If there are an even number

Grad Student with No BA on ISIR

Allows user to enter Academic Institution, Aid Year, From Date and Thru Date ; provides a list of students who indicated on the FAFSA received during the period indicated that they are grad students who will not have their first bachelors degree prior to July 1.

Last Name from ISIR_STUDENT - Fed Student Application DataFirst Name from ISIR_STUDENT - Fed Student Application DataEmplID from ISIR_STUDENT - Fed Student Application DataReceived First Bachelor Degree from ISIR_STUDENT - Fed Student Application DataGrad Student from ISIR_STUDENT - Fed Student Application Data

Displays Name, EmplID, Institution Process Date and Date Application Received and SSAN.

Allows user to enter Institution and Aid Year. For aid years 2009 and earlier, it will report students who have a With Parent budget (RMBDWP) but housing codes of 1 or 2 (on/off campus). For aid years 2010 and later, it will report students who have a With Parent budget (RMBDWP) but housing codes of 1 or 3 (on/off campus)

For aid years 2010 and later, it will report students who have a With Parent budget but housing codes of 1 or 3 (on/off campus)

Name from PERSONAL_DATAEMPLID from ISIR_STUDENTHousing Code #1 from ISIR_STUDENT

Allows user to enter Academic Institution, Aid Year, From date and Thru Date; provides a list of students who have a comment code number that is set up as a "C" code.

Last Name from ISIR_STUDENT - Fed Student Application DataFirst Name from ISIR_STUDENT - Fed Student Application DataEmplID from ISIR_STUDENT - Fed Student Application DataDate of Birth from ISIR_STUDENT - Fed Student Application DataComment from ISIR_COMMENTS - ISIR Comment CodesDescription from ISIR_COMMT_TBL - ISIR Comment Descriptions

Shows, for the academic year, all the students who have a prompted item type. Allows up to 5 items types to be entered. Displays student name, EmplID, Social Security Number, item type number, item type description, awarded amount, accepted amount and disbursed amount. Groups and totals all amounts by item type; within item type, is ordered by last name

Name from NDU_FA_ITTOT_VWEmplID from NDU_FA_ITTOT_VWSSN from NDU_FA_ITTOT_VWItem Type from NDU_FA_ITTOT_VWDescription form Item Type Search Record for FAShort Description from NDU_FA_ITTOT_VWOffer Amount from NDU_FA_ITTOT_VWAccept Amount from NDU_FA_ITTOT_VWQuery Name from PSQRYDEFN - Query DefinitionDescription from PSQRYDEFN - Query DefinitionLong Description from PSQRYDEFN - Query DefinitionUser ID from PSQRYDEFN - Query Definition




NDU_0074_FA Load vs Pell Disbursement

NDU_0117_FA Loan Application Check

NDU_FA_0187 NDU DL Loans on Hold

NDU_FA_0215

NDU_FA_0209 NDU Edit Messages

NDU_FA_0197_1 NDU Funds Authorization

A list of students with a Pell accepted award amount greater than zero. Displays student name, EMPLID, EFC, FA Load on census date, Academic Load on census date and Pell amount disbursed. Ordered by student last name.

Allows user to enter Institution and Certification Date. Provides a list of loans that were certified on that date that are missing key information: Processing Level, Federal Application Code, and Serial MPN Code. Loans sent to lenders without this information may not be loaded into the lender's system. These loans applications need to be corrected before the Validation set is run.

EmplID from LOAN_ORIGNATNAid Year from LOAN_ORIGNATNAcademic Career from LOAN_ORIGNATNLoan Type Cd from LOAN_ORIGNATNLoan Application Seq Nbr from LOAN_ORIGNATN Loan Destination Nbr from LOAN_ORIGNATN Borrower ID from LOAN_ORIGNATN This is a modified clone of the delivered report at Financial Aid > Loans > Direct Lending

Reconciliation > Loans on Hold Report (query FA854). The modifications corrects the code so loans are not repeated.

NDU DL Transmitted Origination

This query is a corrected version of Financial Aid > Loans > Direct Lending Reconciliation > Origination Export Report (FA857). For the prompted Institution and aid Year, it provides a list of DL loan originations that are in Transmitted Status.Enter Term, Edit Message Type, Edit Message Code and Edit Message Action (Action Pending, No Action Taken, Resolved) that you wish to screen for.

The following Edit Messages are currently available:Edit Message Type Edit Message Code DescriptionError HOLD Hold AidError TSM Transfer Student MonitoringInformational BUDGET Budget AppealInformational COLLAB Collaborative StudentInformational ONETRM One Term OnlyInformational RSTAID Restricted AidInformational SRVIND Service Indicator

Edit messages are added to a student record and maintained at Financial Aid > Awards > Maintain User Edit Messages. Only Edit Message Types of Error can be used to hold disbursement; codes with a Edit Message of Resolved do not hold disbursement.

Lists students who have opted out on their latest selection and who have accepted awards greater than zero. It displays EmplID, full name, total accepted aid. When you enter the “effective date” only students who have a latest funds authorization of “No” after that date are displayed.




NDU_FA_0198 NDU IRS Retrieval

NDU_FA_0171 NDU MPN w/false Indicator

NDU_FA_0194

NDU_FA_0212 NDU Return of TIV for Modules

NDU_FA_0165 NDU Validation Error Report

NDU_FA_0167_1 Net Price Calculator Data

NDU_FA_0167_2 Net Price Calculator Details

The date range is from entered date to present. If you run the query with the “Include No Change” (Not Changed) box unchecked, the query will list only students where either the student and/or parent has an “03”, “04” or “06” retrieval code on a loaded ISIR.

If you run the query with the “Include No Change” (Not Changed) box checked, the query will list all students where either the student and/or parent has an “02”, “03”, “04” or “06” retrieval code on a loaded ISIR.

Identifies students who have completed an MPN for a DL loan where the MPN has not been linked by COD to the loan originated at the school. The most likely reasons for the mismatch are that the student did the wrong MPN, or entered incorrect information on the MPN (Name, SSAN, DOB).

NDU Pell Awards with No Orig Rec

Displays students who don’t have a Pell origination record at your campus for the requested aid year. It replaces query FA888, which should not be used.

The run control allows you to indicate Term, the Address Usage and E-Mail Usage used on the report, and a “Dropped Since” Date. Only students with a Drop Date after that date will appear. You can also request the report “Include All Students With Drops”, which will cause the report to display students with drops regardless of whether the drops caused their Load to change. The report can be created as a .pdf, as a .csv, or in both formats.

The report includes student name, EmplID, email, phone and address information (based on prompted usage codes for email and address), FA credits, current credits and remote credits for the term. The dropped class and all remaining classes are grouped by Session. For remote credits, the same information is shown the provider school.

Provides a list of students whose DL loans have not passed validation. Is a corrected clone the delivered report (Financial Aid > Loans > Direct Lending > Reconciliation > Validation Errors Report) and query FA860.

This query reports the median information pertaining to grants and scholarships for full time, first time undergraduate students. If there are fewer than 3 observations, your query will report zero; leave these blank when you complete the template and the template will calculate and insert the average of the surrounding cells when it creates the web page. The information in this query is for Full-time degree/certificate-seeking students in the year indicated.

To complete the federal Net Price Calculator Template, you will also need to enter the percentage of all first-time, full-time degree/certificate-seeking students who received any grants or scholarship aid from Federal, State, or Local Governments (exclude those who only received private source grant or scholarship aid). You can obtain this number from This query can be saved as a .csv file and provides the detail of the students who were included in the query NDU_FA_0167_1, Net Price Calculator Data.




NDU_FA_0123 No Admit Status Verification

NDU_FA_0167_3 NPC Top Ten Programs

Identifies students who are marked for verification but who either have their Aid Application Status set to cancelled on Packaging Status Summary or who are not in an admitted status of Admitted, Conditional or Matriculated. A student with multiple admissions applications will appear on the query for each application. You can indicate an ISIR Process Date cutoff so you only see ISIR information that was loaded after that date.

This query reports the largest program at your institution during the specified year and the average length of time it takes a full time student to complete it (in months) for the NPC (Net Price Calculator). The first column, Graduates in Sample, totals all graduates in the past 6 years. The second column, Resident Entire Career, removes transfer and collaborative students from the count. The final column, Average Completion Months, is calculated for the students who were Resident Entire Career, and determines the average months starting from when they were activated in their first program at your institution. The SetID prompt value is NDUS1.

List of Financial Aid Reports

Report Number

NDU0057FA

NDU0073FA

NDU0076FA

NDU025FA

NDU0108FA

All navigation is at: NDU Applications > NDU Financial Aid > Report

NDU Fed Work Study Earnings

NDU IPEDS FA information

NDU ISIR Cross Refer

NDU ISIR Load Status

NDU Perkins Missing MPN Report

NDU0003FA

NDU0103FA NDU 2 Yr Prog Loan Eligibility

NDU Academics Record Review NDU Academics Record Review

NDUFA196 NDU ATB Discrepancy Report

NDUFA0080 NDU Awarded Not Attending

NDUFA150

NDU Unofficial Withdrawal

NDU Census Enrollment Activity Report

NDU035FA NDU Common Data Set Report

NDUFA170 NDU DL PLUS School Cert Request

NDU_FA_0201 NDU Enrolled Students

NDU138FA NDU ISIR Comments

NDU0015FA NDU ISIR Early Estimate

NDU0105FA NDU ISIR Early Estimate

NDU0016FA NDU ISIR Prospect Cross Refer

NDUFA079 NDU ISIR Suspense Cross Reference

NDU0078FA NDU Missing Loan Checklist

NDU0061FA

NDU0084FA NDU One Term Students

NDUFA163 NDU Originated DL w/o Pnote

NDU114FA NDU Pell Grant with BA

NDUFA0221 NDU Percentage With Aid

NDUFA219 NDU Program Review

NDU Missing Mndtry Bdgt Amnts

NDUFA212 NDU Return TIV for Modules

NDU0034FA NDU SAP Collaborative Report

NDU113FA NDU SEOG Matching for FISAP

NDU0004FA NDU State Grant Verif, SSIG

NDU0005FA NDU State Schol Verif, NDAS/NDCT

NDUFA181 NDU Student Indebtedness Report

NDUFA0222 NDU Tuition Residency Errors

NDU097FA

NDUFA168 NDU Veteran Housing

NDU Verification Holds on Loan

List of Financial Aid Reports

Description

If the student hd earnings at another school, the report will only show the earnings from your school.

Lists students who have a Work Study award and their work-study earning amounts. A student whose FWS earnings are more than the accepted amount will be marked with '**'. A student whose FWS earnings are less than, but within $300 of the accepted amount, will be marked with '*'. If the student had awards on more than one item type, you will see both item types listed, along with the corresponding awards. The earnings total will only be reflected on the first item type.As the first step in doing IPEDs, recommend you ask your Registrar to run Enrollment Report K (NDU Applications > NDU Student Records > Report > NDU Enrollment Reports), from which your Registrar needs to pull Full Time First Term student information for IPEDs:

Group 1 is computed Report K; add the Full Time Student, Undergrads Total to the Part-Time Student, Undergrads Total to determine the total undergraduate student count:

On the run control:1. If you choose the "NDU use report FED code" option, the report totals will additionally include as federal any FA Item Type that has a FED Reporting code set up. This could be used, for example, to report as federal such non-title IV grant funds as TRIO, etc. Leave unchecked if you do not want to use this option.2. The "NDU SSIG percentage STATE" option, is not needed unless there is a federal contribution to SSIG. Enter the percentage of state funds that are contributed to the Stage Grant (for example, 95.87 for 2010-2011). This would be the same percentage that you use in determining federal contribution for FISAP SEOG matching. The percentage entered here will be used to calculate the State portion of the State grant awards. The remainder will be reported as Federal grant. For this option to work, your State Grant FA Item Types must have a Reporting Code of SSIG.3. Select “NDU use historical data”, so your numbers will be based on the registrar’s fourth week numbers as reported in Enrollment Report K (recommended). If you need FA Census numbers for other reports, leave the box unchecked.4. On the run control, enter the residency codes that you want to be used for calculation of which students are paying in-state rates. Here are the residency codes currently in use:ALDEP Alumni-Dependents CONTI Contiguous MHEC Midwest Higher Ed Compact MNPRO Minnesota Professional MINNR Minnesota Reciprocity N_RES Non-Resident NDMIL North Dakota Military ND North Dakota Resident WUE Western Exchange 5. Our campus/off-campus housing numbers are calculated from the information provided by the student on the FAFSA.

The report outputs two files. The .pdf file indicates consolidated information about all categories requested on the IPEDs instructions.

The .csv file provides information about all students included in Group l, as requested for the IPEDs report, and provides the detail about their awards (to include amounts , source, type, federal ID, and Report Code). It also indicates in-state tuition (based on matching residency codes entered on run control), housing arrangement from the ISIR, IPEDS group and FISAP Total Income. Group 4C on the spreadsheet corresponds to the final item on the report (“Total amount of grant or scholarship aid awarded to Group 4 students…..)

Lists any student who is NOT a prospect that has an ISIR on file in order for the ISIR to be manually loaded and an award package to be created. This report is also available to the Enrollment Office for additional contact if desiredTo provide accurate information, must be scheduled to be run immediately after ISIR Load for your school, and before ISIR Load is run for another school. To accomplish this, the report is run as part of the ISIR Load job stream, and the results placed in your Sohie Reports folder.

Used for Return of Title IV to determine which students may have left school without withdrawing . Includes the name and campus address of instructors, as well as a .csv file so schools can do a mail merge to contact faculty members about students on the report. Provides option to also display officially Withdrawn students; excludes Law and Med careers. Both output types include the Transcript Note, if any, as some instructors use this to annotate Last Date of Attendance.Identifies students who are active in the current FA aid year, have 60 or more credits, and who are active in an undergraduate 2 year program. NDU Applications>NDU Financial Aid>Use> NDU Academic Records Review This screen perform no calculations, but could be used as a valuable tool to assist FA users when reviewing SAP.

If you are using the FAFSA as your ATB source, use this report to identify students who have a blank or “None of the Above” answer to the high school question on their ISIR. If you use the NDU_FA_ATB_FAFSA Pop Select query, it will not assign an ATB Code to these students; you will want to do that manually by adding a row at Financial Aid > Ability to Benefit > Manage Ability to Benefit. If high school, GED or Home School completion is recorded in our system, that is indicated on the report.

Enter Institution and Term for the report. If you select the “Create CSV File, yu will get both a .pdf Report and a CSV file created. You can prevent the .pdf from being created by checking the “Suppress Report” box. Selecting neither box will provide you with a .pdf report only.

This report is used to identify students that have any award amounts offered greater than $0 on award entry and who have not registered for any credits or who have no values entered in the remote credits on the Financial Aid Term page. It also identifies if these students have withdrawn or cancelled their enrollment or have an Admit Status of Cancelled, Discontinued, Deceased or Dismissed. It provides information on each award’s Offered, Accepted and/or Disbursed amount

Use this report at FA Census to find students who have added or dropped classes between the times the FA Term builds were done prior to FA Census and immediately after FA Census. It provides activity that took place on dates that are larger than the prompted date.

The Enrollment Request Action codes are:A Add GradeC Change GradeD DropE EnrollM Normal MaintenanceP Change Waite List PositionR Remove GradeS Swap CoursesW Drop to Wait List

The report provides the effective date of the action (Action Date) as well as the date the activity was actually entered in the system (DTTM Stamp Sec) and indicators as to whether the student had any federal aid during the term or any Pell awards during the term.

The report provides the information needed to complete the FA portion of the Common Data Set (form available at www.commondataset.org). The run control asks for Institution, aid year, term (use fall term) and graduated between dates.

The Graduated Between dates are the dates indicated in paragraph H4 of the form. If you are doing the report in projection, then use the period Jul 1 to Jun 30 prior to the beginning of the aid year being reported. If you are reporting final numbers for the previous aid year, then use the period Jul 1 to Jun 30 of the aid year being reported. The average per-borrower cumulative undergraduate indebtedness just uses values found in Peoplesoft. Until you have two/four years of information on file, you will need to adjust these numbers using whatever means you were previously using to get the information.

The output is in the Trace File, and a .csv file contains information about the students included in the report. The "Meets Need" column on the .csv file is a calculated field, and is your indicator whether that aid is being included as need-based or non-need based.

The Scholarship/Grants section uses the Financial Aid Type and Source fields to determine which category to put the aid in. Since non Title IV federal aid cannot be setup on this screen with a Source of Federal, if you have Grants or scholarships that you want to be counted as federal, but which aren't Title IV, put the code FED in the Institution Reporting Cd block of the Financial Aid Item Type screen.

Only aid with a Financial Aid Type of Athletic will be counted here or in the IPED report as Athletic. If you make a change to this setup after awarding, the report will not pick up the change.

The work-study figure reflects accepted work study awards.

Provides .csv file containing information from the CRSPXXOP.XML (PLUS Electronic Application) files received during a particular date range. Indicates data pertaining to the borrower, the student, the loan amount, credit decisions and credit balance option (whether excess can be disbursed to student or borrower). Since these files do not go through search/match, the report does attempt to match the borrower and student using Name, SSAN and Date of Birth. If the Borrower ID or Student ID field is blank, the look up was unsuccessful. Student Career is looked up in the Student Records term table; relationship is determined by whether a match can be made between the borrower's SSAN and a parent SSAN on the student's ISIR. The NDUS document "DL PLUS Procedures" has detail about the various fields brought in from the CRSP file, including: 1. Award Begin Date and Award End Date are Month-Year dates to help you establish the loan period. These dates originate from the on-line PLUS application. Also known as Award Range Requested Start/End Dates, they are based on setup schools may do on the COD web site. You may need to do set up on COD to receive these dates. 2. School Credit Balance Option, is also received from the on-line PLUS application, and identifies to whom the refund is paid. a. A value of TRUE means remaining balance should be applied to school charges. If the field is TRUE, then you can leave the charge priority as FEDAID so it pays other than authorized TIV charges b. A value of FALSE means remaining balance should be applied to the borrower. In this case, you need to put the award on with the TITLEIV Charge Priority, as the parent is not authorizing the school to use their excess aid to pay other charges.

The report also displays information from message class CRCO (PLUS Credit Overrides). This allows you to know that you’ve received a PLUS Credit Override. Credit Overrides will have data in two fields not populated by the normal SCRs, and will be missing several pieces of information included on normal SCRs. The two fields unique to Credit Overrides are “CreditOverrideCode” and “AwardID”. The Credit Decision Status on these records will be marked “Unknown”, which is another way you can identify them. These records also do not always include the first name or middle initial of the borrower, so that information may be missing.

Lists students who have an specific loan award amount greater than zero, who do not have the checklist which is associated with the loan.

The query lists the following information for students who are enrolled in the prompted term at the prompted institution:• Last Name• First Name• EmplID• Career• Academic Level• Academic Program• Admit Type• Progress units taken • State Residency• Tuition Budget Item • Online Credits (Classes with an Instruction Mode of "IS" or "IA")• Remote Credits • Federal Aid?• Primary EFC• “No ISIR” indicator• E-mail address of prompted usage type.

There is also an option to only display students who have an offer amount greater than zero. A .pdf output is default, but can be suppressed. A .csv output is also available; at lease one output type must be enabled.

Identifies students who have specific comments on their loaded ISIR. Enter Academic Institution, Aid Year, load "from date" and load "to date" (may be same date). Select an address usage type from the drop down, enter up to three comment codes that you are seeking, and select an email usage code. The result will show the students' contact information, the aid year and the comment code. The student's information will be repeated if they have more than one matching comment code. NOTE: This was a query in PeopleSoft Version 8.

Provides .csv file containing information from ISIR for all ISIRs received. Used to create mail merge documents such as early estimate letters. Contains all the information needed to make awards.Lists any prospect that has an ISIR on file in order for the ISIR to be manually loaded and an award package to be created. This report is also available to the Enrollment Office for additional contact if desired

The intent of this report is to help you determine why an ISIR isn’t loading. Where the Match indicates “ISIR”, then a search match was completed by the ISIR load process and the student was identified. The ISIR load problem has to do with the student meeting ISIR Data Load Parameters.

If the Match is “SSN”, then there was not an “ISIR” Match, but the report process found student data with a matching SSAN. The data that would have been looked at by search match (SSAN, Name and DOB) is displayed from both the ISIR and Campus Community to help you spot the discrepancy.

If the Match is “Name”, then there was not an “ISIR” Match or “Name” Match , but the report process found student data with a matching name and date of birth. The data that would have been looked at by search match (SSAN, Name and DOB) is displayed from both the ISIR and Campus Community to help you spot the discrepancy. The XXX-XX-XXXX SSANs are most likely to be found with this Match.

If the Match is “None” then the student could not be found by the ISIR Search match or by the report (searching on SSAN or Name). It is likely the student is not in our system. You could run the NDU ISIR Cross Reference Report and provide the output to your recruiters to help them contact students who have submitted an ISIR but who are not a Prospect in the system.

Output "Missing_Categories.pdf", lists students who are missing a budget item for Books, Housing, Miscellaneous or Tuition. There is an asterisk in the appropriate column to denote a missing category item. Optionally, a school may also request the Transportation category be added.

Lists students when the prompted term is the only term built in FA Term, or if their graduation date falls within the start and end dates of the prompted term, or if the federal extension budget duration is greater than zero and less than 9 for Academic term. The report shows the Student’s name, ID, SS#, Date of Birth, COA, Graduation Date, Enrollment Begin Date, and the Federal Extension Budget Durations. Also shows terms where student has a budget greater than zero. Used to help identify students for Transfer Student Monitoring.This report helps you identify and contact students who have an originated DL loan that has been acknowledged by COD, but who do not have an MPN reflected on the origination record at the school. You select E-mail address usage and postal mail address usage, and the report provides a .csv file you can use to mail merge an E-mail or letter message. It also provides a phone number.

This report indicates students who have an ACCEPTED Pell, SEOG or State Grant award greater than zero and who have either indicated on their ISIR that they have a degree or who have a degree posted on student records. Output shows name, EmplID, Offered Pell amount, Offered SEOG amount and Offered State Grant amount. If a degree is on student records, the output shows Degree, Term and the school granting the degree. If a student indicated on their FAFSA that they were enrolled in a teaching program (and therefore awarded Pell under the Teaching certificate exclusion), there is a Y in the Teaching Crt column. The .log file indicates number of records looked at and number, if any, found.For Board Office. Calculates the percentage of students with any undergraduate enrollment during the aid year who received any disbursed aid. The NDUS numbers reflect duplicated students.

Report shows unduplicated students who have disbursed aid greater than zero during the prompted aid year. It displays: SSN Last Name from ISIRFirst Name from ISIRActual disbursement of Pell Actual total disbursement of federal SEOG Actual total gross disbursement of Federal Work Study Actual total disbursement of federal subsidized loans (less fees) Actual total disbursement of federal unsubsidized loans (less fees) Actual disbursement of federal PLUS loan (less fees) Current Enrollment Status for current year, final Enrollment Status for prior year:A-approved leave of absenceD - deceasedF - full timeG - graduatedH - half time or more, but less than full timeL - less than half timeW - withdrawnX - never attendedFrom the RTIV worksheet, it shows:Withdrawal Date Date of Last Attendance (not available in our system)R2T4 Return Amountl Date of Return Whether the student was selected for verification (Y/N) The list is sorted by last name.

The run control allows you to indicate Term, the Address Usage and E-Mail Usage used on the report, and a “Dropped Since” Date. Only students with a Drop Date after that date will appear. You can also request the report “Include All Students With Drops”, which will cause the report to display students with drops regardless of whether the drops caused their Load to change. The report can be created as a .pdf, as a .csv, or in both formats.

The report includes student name, EmplID, email, phone and address information (based on prompted usage codes for email and address), FA credits, current credits and remote credits for the term. The dropped class and all remaining classes are grouped by Session. For remote credits, the same information is shown for the provider school. Weeks of Instruction is displayed; for dynamic date sessions, the report will display the calculated calendar weeks of the section up to the Weeks of Instruction value.

Shows information about each course that the student is enrolled in as a collaborative student, including course name, number of credits attempted, number of credits completed, grade and drop date, if any. The SAP evaluation process has to be run and the term has to be completely graded before students will appear on the report.

For FISAP, provides a list of students by school and aid year that have SEOG disbursed aid greater than 0. It shows Emplid, Name, Non-Federal scholarship/grant description, non-federal scholarship/grant disbursed amount, SEOG disbursed amount, total SEOG and non-federal scholarship/grant disbursement per student. It also indicates the students' EFC, whether the EFC is an automatic zero EFC (automatic Zero EFC flag = “Y”), dependency status, income from ISIR, and enrollment status during the last term attended during the aid year (including summer). Uses the FTI, one of the intermediate computed values on the SAR or on the ISIR, to determine “income”. For dependent students, the FTI is the sum of TI and STI. For independent students, the FTI will be equal to the TI. To include a portion of the State Grant amount in the non-federal Grants and Scholarships column, enter the appropriate amount in the Percentage field in a NNN.nn format. On FA Item Type for State Grant , enter "SSIG" in the Institution Report Code so the system is able to identify the State Grant.

Enrollment verification for State Grant; used by Registrar. FA Item Types with an Institutional Reporting Code of SSIG will appear on this report. Available to FA and to Role NDUS SR STATE GRANT VERIFY

Here’s the expected workflow:• If the Registrar’s office has done drops/withdrawals retroactive to before FA Census, you will need to do over-rides to correct FA Term.• Your Registrar will run the report (after FA Census) based on instruction from the Board Office.o If the report is run with the “Use Sophie directory” box unchecked, the results will appear in Process Monitor for review (i.e., “dry run”)o If the report is run with the “Use Sophie directory” box checked, the results will go directly to Sophie. Use a Remote File Path like /home/financialaid/state_grant/Prod/{your school folder}/TO_NDUS• The Board Office will run a process to import and load the file directly into the State Grant software.• The Board Office will run a process to create disbursement files.

The report contains:• LAST NAME• FIRST NAME• MI• SSN• CAMPUS ID (i.e., EmplID -- May be blank)• LOAD o Values are: F = Fulltime; T = Three quarter; H = Half-time; L = Less than Half-time; N = Not Enrolled.o These are the post-FA Census locked values from FA Term.o Remote credits entered before FA Census are included.• VERIFICATIONo Values are: R = Required; N = Not Required; C = Completed; P = Required/Pendingo This is the value from Packaging Status Summary.o If the value shows the student has completed verification, the disbursement hold in the State Grant software is released when this file is loaded.• UNITS o Numerical value, such as 12.o Remote Credits are included• TERM (Values are F = Fall, N =wiNter, P = sPring, S = Summer)• SCHOOL CODE (6 digit school code, such as 002992)

Enrollment verification for ND Academic and ND Career and Technical Education scholarships; FA Item Types with an Insititutional Reporting Code of NDAS or NDCT will appear on this report. It is used by Registrar. Requires Role NDUS SR STATE GRANT VERIFY

Provides an average loan debt estimate (based on the Accepted Balance from disbursed loans) for undergraduate students who completed their program during the specified aid year. It includes only loans made to students who borrowed while enrolled at the institution, and provides information on average amounts for subsidized/unsubsidized (called Federal Student Loans), for subsidized federal loans, for unsubsidized federal loans, for federal Perkins loans, for alternative loans, for any other loans in your system (institutional loans or nursing loans for example) and an average for all loans.

Averages are shown for each institution, for groupings by type of institution, and for NDUS.

The averages on this report will vary from the Common Data Set, as that is looking at students who completed their program from 1 July through 30 June of a particular year, so the summer graduates will be reported differently.

Complete the set –up at NDU Applications > NDU Financial Aid > Setup > NDU Tuition Residency Setup to match each of the institution’s budget tuition codes to one or more residency codes. When the report is run, it identifies students where there is a mismatch between the official residency and the budget tuition code.

Indicates loans that have transmitted where the borrower has a verification flag of "required" (R). Also indicates students with a verfication flag of "completed" (C) who have loans that are on hold.

The report looks in the following places to attempt to identify active duty military: Students who indicated on their ISIR that they or their parent received a military allowance (ST BAS or PA BAS columns on the report); Students who indicated on their ISIR that they are active duty military (AD column on the report); Students who live in particular zip codes you enter (GFAFB is 58204; MAFB is 58704) (Zip column on the report); Students who indicate on their admissions application that they are active duty or are the dependent of an active duty service member (Vet column on the report).

A “Y” will be in the appropriate column to indicate where the information was first found.

The report output is in .csv format, which can be opened in Excel, and provides e-mail and address information, so you can mail merge correspondence in the event you need to obtain further information from the individual. Enter the address usage and e-mail usage parameters that will best help you contact those individuals given the time of year.

You can prompt for a date range, so you can run the report to just look at ISIRs that were completed since you last ran the report.

List of Processes

Process Number

NDU115FA NDU Award Ltr Select

NDUFA184 NDU Award Letter Reprocess

NDU_FA_AYORD NDU Direct Loan AY Override

All navigation is at: NDU Applications > NDU Financial Aid > Process

NDU_BUGT NDU FA Budgeting Process Job

NDU_FYR_PKG NDU First Year Ready Package

NDU044FA NDU Freeze Budget

NDU_FA_GERP NDU Gainful Employment File

NDU_FA_IRST NDU ISIR Retrieval

NDU_FA_CZUPD NDU Loan Citizenship Update

NDU_FA_LNCN NDU Loan Counseling Update

NDU_LNYR_PRJ NDU Packaging Loan Year Projection

NDU_FA_0190 NDU Parent Right to Rescind

NDU_PKG_SETNDU_PKG_FYR

NDU Ready Package NDU First Year Ready Package

NDU_PKG_ONE NDU Ready One Term Calc

NDU_FA_RBGT NDU Ready Re-Budget

NDU_REV_STAT NDU Review Status Update

NDU_FA_0173 NDU Reset Budget Required Flag

NDU_FA_0154 NDU Student Right to Rescind Letter

NDU_WI_RECON NDU Term Week Reconcile

NDU_FA_0122 NDU Update TSM Comments

NDU_0072_FA NDU Update YTD Earnings

NDU121FA_AE NDU Verification Chklst Comptn

NDUFA186 NDU Verification Completed Lt

NDU116FA NDU Verification Loan Hold

NDUFA172 NDU Verification Reminder Ltr

NDUFA177 OLD Verification Select Letter

NDUFA213 NDU Verification Initial Ltr

List of Processes

DescriptionRun this process to create a communication for students who have Award Notification Status of Initial and have had a change in an award Offered amount since their last award letter. If students have a Disbursement Hold, the award letter select process skips them. Other things that can prevent an award letter from being created are if, on Packaging Status Summary, Award Status is set to "Applied" or "No Electronic Application" or Aid Application Status is “Canceled”.

If you want cancelled awards to appear on award letters, check the box on the setup page at NDU Applications > NDU Financial Aid > Setup > NDU Cancelled Awards Setup. If you do not want cancelled awards to appear on your award letters, leave the box unchecked.

On the run control, enter the appropriate Award Period (Use Non-Standard for summer) and corresponding letter code, and Method of either E-Mail or Letter. Always enter a Print Letter Code; enter e-mail letter code and email address usage only if sending e-mails. Checkmark the “Exclude Scholarship only” box if you do not want letters sent to students who only have scholarship awards. Process will not select a student who has been marked as “Deceased” Review the Log/Trace “out” file for any instances.

Run Communication Generation to complete the communication and create the email, or .pdf file for printing. If you are creating e-mail communications and an e-mail cannot be created, it will be indicated on the log if a letter could be created instead. In this case, re-run Communication Generation with a Method of Letter to complete that communication.

This process gives you the opportunity to send letters or emails where the originals have become obsolete because of repackaging. The selection process does not check whether there has been a change in the offered/accepted amount since the date of the communication, and it does not check the FAN Letter Status, but the other edits remain (i.e., student must have an Aid Processing Status of “active” or “Restricted”; Disbursement Hold cannot be “Hold Federal Aid”; SAP cannot be “Not Met”; Total Fed Aid must be greater than zero). This process will be available to staff with the NDUSFAUSE01 (Override) Permission List.

To run the process, enter the letter code and the Communication Generation process instance number that needs to be reprocessed for letter selection. A new communication will be created if the student passes the remaining edits. Communication Generation needs to be run after this process is complete to generate the new letters.

This process adjusts the Aid Year reflected on the loan origination record to correspond to the loan period. Designed to prevent Med school loans from failing validation. The process should be run between the Process Loans step and the loan validation step.

The run control for the NDU FA Budgeting process will ask you for a career; this is for the Adjust Pell Budgets in Batch step only. Budgets will build for all careers that you have set up at Set Up SACR > Product Related > Financial Aid > Budgets > Budget Assignment Run Control.

The NDU Budgeting process (NDU Applications > NDU Financial Aid < Process < NDU FA Budgeting Process Job) is a PSJob that updates the run control table then runs the following (all from Financial Aid > Budgets > Assign Budgets), in this order: Maintain Budget Work Table Select StudentsProcess FormulaMove Budget to Students

Because the Maintain Budgets Work Table is run first, the information for this budgeting run is available at View Student Budget Summary and View Batch Budget Details until the process is run again.

This process does not run NDU Freeze Budgets; you will need to run that separately until FA Census is reached. After FA Census, NDU Freeze Budgets should only be needed if you are using the "Skip Budget Without ISIR" option.

If you want to have an e-mail sent to you when the process completes, after you hit the “Run” button, change “*Type” from “(None)” to” Email”; change “*Format” from “(None)” to “HTM”; click on the “Distribution” link; checkmark “Email with Log:”; enter an “Email Subject:”; enter your email address in ”Email Address List:”; click OK, click OK. The email will be from [email protected].

Run this process when you want to do early packaging for first term freshmen and/or transfer students only. It looks to see if the student has an admit code of "FYR" (for freshmen) or "TRN" (for transfers), and the admit term that is entered on the run control. Students are checked for a prior SAP status, and if none is found, are set to "Meets SAP".

If the student is eligible and has a Packaging Status Summary Aid Processing Status of "Applied", then student is set as "Ready for Packaging".

If student is eligible and has an Aid Processing Status of "Packaging Completed", but has no Title IV aid, then student is set as "Ready for Packaging".

Students with an Aid Application Status of "Restricted" or "Cancelled" are not selected to be packaged.

The delivered budgeting process will rebuild each budget as specific changes are recorded on FA Term. To prevent manual budget adjustments from being lost, at the point in the aid year where you are making manual adjustments, begin running this process prior to running the first budgeting step. This process changes the "Budget Required" field on FA Term from "Assgn Bdget" (assign budget) to "No Assign" for students who already have a budget.

Schools have the option to also change the setting to "No Assign" when a student without a budget does not have an ISIR on file. If the "Skip Budget Without ISIR" option is chosen, the process will also identify students who have an ISIR but who are not set to "Assgn Bdget" and will set them to be budgeted.

Although the FA Term Build process does not reset the "Budget Required" field after FA Census, you may want to continue running the NDU Freeze Budget throughout the year so that Spring only (or potentially summer only) students are not unintentionally re-budgeted.

Do set up at NDU Applications > NDU Financial Aid > Setup > Gainful Employment Setup.

You must check-mark at least one of the run control check boxes.

When you select “Create New Records” the process creates the data. Selecting this box alone can be used for a dry run.

When you select “Create Send File” it creates the file to be sent to the SAIG gateway. You can run the process with only this box checked if you have previously done a run with the “Create New Records” box checked.

After you run the Process with the “Create New Records” box checked, you can see the data by running query NDU_FA_0185, Gainful Employment Report Data

Changes to “Canceled” status the Tax Transcript (TXTIOY, TXTDOY, TXTIEY, TXTDEY, PTTDOY OR PTTDEY) checklist item for students that have a Tax Transcript checklist item in “Initiated” status and who also have a subsequent ISIR with IRS Data Retrieval (ISIR_CONTROL.SFA_PAR_IRS_REQUST and/or SFA_STU_IRS_REQUST) code of “02” signaling they did the retrieval.• The process runs at the end of the ISIR Load job stream for all institutions and “current” aid years. o The aid years set up to be imported by the file handler are considered as “current”. o It only looks at ISIRs processed on the current date (ISIR_CONTROL.INST_PROCESS_DT)• Aid year is tied to “even year” or “odd year” checklists, through the var data, so the correct checklist is updated if the student has been selected for verification in multiple years.

If you have a large number of loans failing to validate because of incorrect borrower Citizenship Status, run this process between the Process Loans step and loan validation step. It will override the Citizenship Status on the loan application with the citizenship status from the ISIR. A value of 1 on the ISIR will be posted as a 1 on the loan record; a value of 2 on the ISIR will be posted as a 3 on the loan record.

Run this process after packaging and every day after COD files are processed by Production Control. If you are packaging multiple years, run the process for each year. For each new Stafford, Perkins, Nursing or Grad Plus loan that requires loan counseling, this process creates rows at Financial Aid > View Packaging Status Summary, Loan Counseling Link (or available directly at Financial Aid > Loans > View Loan Counseling Data).

The process can be run for Entrance Counseling alone, Exit counseling alone, or Entrance and Exit counseling. See NDU Applications > NDU Financial Aid > Setup > Loan counseling Setup. for additional options. There are four options on the run control: The first, Initate Checklist will create a checklist item to appear on the student’s To Do List, informing them they need to complete counseling. Completing the loan counseling on the View Loan Counseling Data page completes the checklist. Be sure to enter a date when you mark counseling as complete; note that there is an option to enter comments on the second tab of the View Loan Counseling Data page. The second option, Initiate Communications creates a communications as indicated on the setup page. The third option, Complete Entrance on NSLDS History, completes entrance counseling if there is an NSLDS history for this lender for this loan from another school. Note that it will not pick up NSLDS history for the school running the process. See who needs to complete entrance counseling along with their e-mail address by running query NDU_FA_0001_1, Loan Entrance Counseling. Use “e-mail” as the address usage type.

If you choose the fourth option, "Update MPN checklists", the process also creates MPN checklists if there is an originated sub/unsub DL loan with no MPN. Once an MPN has been received, the process will change the MPN checklist item to a “Received” status, which is visible to students on their “To Do” list. After the loan is disbursed, the checklist is marked “Complete” and the item disappears from the “To Do” list.

If a student's loans have been canceled, the process will remove the pending counseling row. As students complete their counseling, manually mark counseling as complete on the View Loan Counseling Data page. The conversion process will place a comment on the second tab to indicate whether the student has loans reflected on NSLDS. The comment will have a format like LNEX: Letter Initiated - Auto Complete /LNEX. If you enter comments, you should enter them outside of the LINEX tags.

The process imports both Entrance and Exit files from COD/NSLDS and will mark appropriate counseling rows as complete based on those files.

This process projects a new grade level for returning undergraduate students so Fall/Spring awards can be packaged during the preceding Spring (i.e., before grades are posted). It reads the projected end of term grade for the student in the spring and, based on that, modifies the NSLDS Loan Year for the upcoming fall.

On the run control, enter your institution and the spring term you are currently in. It will display a “Projecting” term, which is the term that will be changed. Enter an “Override Expiration Date”, which would normally be a date after grades are posted. If the process is run with the “Update” box unchecked, it will work in “dry run” mode; see the log for a list of students who would have been adjusted, if the process were run live. After running this process, run Ready Package and the normal packaging processes.

When FA Term Build is run after the Override Expiration Date, all overrides on the fall FA Term record (including NSLDS Loan Year) will be replaced with calculated data. Repackaging may be run to then correct packaging for any students who did not progress as projected.

No set up is required. Run this process at least once a month to create a “Right To Rescind” communication for parents who have had a Parent PLUS loan disbursed since the last time the communication select process was run.

Because of some limitations with Administrative Functions, the Parent letter has to be tied to the student ID, and we are only able to retrieve a mailing address. Consequently, you are only able to complete letters with the Parent letter select process; we have made modifications so that these letters do not create a link that in Communications Management or on the student self-service, so the student cannot see parent information. Letters will not be created is there is no parent address, or if there are multiple parent addresses. These are identified in the log file.

Always enter a Print Letter Code (_L1). Process will not select a student who has been marked as “Deceased” Review the Log/Trace “out” file for any instances. After running this process, run Communication Generation. The .pdf file for letters should be set up to go to file path like //sophie.cnd.nodak.edu\home\financialaid\Reports\NDUS1\, where you substitute your school code for “NDUS1”. On your Communications Gen run control, the last tab should be blank.

This process first determines if the student is eligible for aid (student has a valid academic career (as indicated on the run control), the Aid Application Status on Packaging Status Summary (PSS) has not been set to cancelled or Restricted, student is not in a non-degree program, and student does not have a PSS SAP disqualification indicator.) If you are running the First Year Ready Package process, that process also looks to see if the student has an admit code of "FYR" or "TRN" depending on the option chosen and the admit term that is entered on the run control.

Use the "Unknown" career setting to pick up students whose ISIRs have been manally loaded; ISIR Load does not post a career to PSS for these students.

If the student is eligible and has a PSS Aid Processing Status of "Applied", then student is set as "Ready for Packaging", unless the student has a Neagtive Service Indicator that is set up at NDU Applications > NDU Financial Aid > Setup > NDU Ready Package Options. These students are set to "Ready for Counselor Review." Unless their career has been entered as an exception on this set up page, students who are selected for Verification and who have not completed it will also not be selected for packaging.

If student is eligible and has an Aid Processing Status of "Packaging Completed", but has no Title IV aid, then student is set as "Ready for Packaging".

If student is only projected for one term by FA Term, then student' packaging status is set to "Ready for Counselor Review" to allow you to prorate the EFC. The student's Packaging Status will also be set to "Ready for Counselor Review" if has an Aid Application Status of Restricted or has a Service Indicator that is set up on NDU Applications > NDU Financial Aid > Setup > NDU Ready Package Options. See NDU Ready Package One Term Calc for procedures on prorating EFC in batch.

For all students, if the Satisfactory Progress is "Undetermined", then the field is set to "Meets SAP" or “Probation”, as appropriate.

For students with a MEDS career, the HEAL override box on Packaging Status Summary is checked.

Students with an Aid Application Status of "Restricted" or "Cancelled" are not selected to be packaged.

Run NDU Ready Package, this process, then INAS Batch Calc. The Ready Package process identifies students with only one active term on FA Term for the aid year and sets them to "Ready for Counselor Review". The One Term Calc process updates the FM Duration for those students and makes them ready for the INAS Batch Calc process to be run to prorate their EFC. The normal budget durations would be 4 for fall, 5 for spring and 3 for summer. Use query NDU_0045_FA, One Term Package Status, to review which students are being/have been processed for one term.

Resets the “Budget Required” field on FA Term, allowing a school to re-run all students through the budgeting process. It will not reset any students who have a User Edit Message of “BUDGET” for the selected term, who have a budget row with a category of “PROF” in that term, or who have a zero budget amount for that term. If the “Aid Year Link” on the run control is checked, the process will find and use a User Edit Message or PROF budget category in any term for that aid year.

The query NDU_FA_0208, Ready Re-Budget Held Out List, will identify the students who were not reset during the last run of the process as a result of having the BUDGET User Edit Message or “PROF” budget category. Rerunning the process resets the values on this query.

Ths process changes the Review Status Field on Packaging Status Summary to "Completed" when Aid Processing Status is "Packaging Completed". If your institution's ISIR Data Load Parms are set to suspend on Inst Review Status Completed, then running this would prevent new ISIRs from loading after a student is packaged.

If you decide to use this process, it should be scheduled to be run before ISIR Load.

The first two options of this process would normally only be used after initial mass budgeting for an upcoming fall. They would allow you to revise COA for a group of students if an error was made in Tuition or other budget item amounts.

a. If you want to be able to budget/re-budget all students in the selected aid year and academic career, use the "Set N to Y, ignore ISIR status" option.

b. If you only want to re-budget students in the selected aid year and academic career who have an ISIR with an official EFC, use the "Set N to Y, official ISIR only". If you are using the "Skip Budget Without ISIR" option on NDU Freeze Budgets, then choose "Set N to Y, official ISIR only" here.

The final option, "Set I to Y", is available if you have students whose FA Term indicates that budgeting is "in Progress" and it shouldn't be. Before using this option, run the process at Financial Aid > Budgets > Assign Budgets > Maintain Budget Work Table.

This process is in the Override security role.

Run prior to running the FISAP report to put FWS earnings on the disbursement table, so the FISAP report can read them.

Set up is required at NDU Applications > NDU Financial Aid > Setup > Right to Rescind Setup.

Run this process at least once a month to create a “Right To Rescind” communication for students who have had a Stafford loan disbursed since the last time the communication select process was run, Always enter a Print Letter Code (_LK); enter e-mail letter code(_MK) and email address usage only if sending e-mails. Process will not select a student who has been marked as “Deceased” Review the Log/Trace “out” file for any instances. After running this process, run Communication Generation. The .pdf file for letters should be set up to go to file path like //sophie.cnd.nodak.edu\home\financialaid\Reports\NDUS1\, where you substitute your school code for “NDUS1”. If you are creating e-mail communications and an e-mail cannot be created, that will be indicated on the log for the letter select process. In this case, re-run Communication Generation with a Method of Letter to complete that communication. On your Communications Gen run control, the last tab should be blank.

When a student has courses in many different Sessions, FA Term may determine that the student has more than 16 Weeks of Instruction. Prior to budgeting, run NDU Term Week Reconcile to correct the Weeks of Instruction in these cases. Incorrect Weeks of Instruction will cause Pell to be improperly awarded, so this process should also be run prior to repackaging Pell.

At minimum, this process should be run immediately after the Alert file is processed. It may also be run each day immediately after the TSM Load process (Financial Aid > File Management >NSLDS > Process NSLDS Files)This process performs two functions: 1. If it finds a student who has recently been added to the monitoring list, it adds a comment “Transfer Student Monitoring Required” that is visible on the FA Status screen. 2. Once a student has been reviewed (i.e., the reviewed box is checked on the NSLDS Change Review screen), it adds a comment “Transfer Student Monitoring Completed”, and removes the TSM Edit Message, thus allowing disbursement authorization.

Use to mark outdated checklists as "complete" so the students do not appear on current lists. Enter Institution, the cutoff date for completing checklists, and one or more checklist codes. "Uncompleted" checklists dated before the cutoff date will be marked as "Complete". Any checklist items set to "Cancelled" will retain that status; all other checklist items will be set to "Complete". Intended to be used at the beginning of an aid year to clear out checklists from two years previously.

Run this process to create a communication for students who have completed verification (as reflected on Packaging Status Summary) but have no _LE letter or _ME e-mail. Always enter a Print Letter Code; enter e-mail letter code and email address usage only if sending e-mails.

After running this process, run Communication Generation. The .pdf file for letters should be set up to go to file path like //sophie.cnd.nodak.edu\home\financialaid\Reports\NDUS1, where you substitute your school code for “NDUS1”. If you are creating e-mail communications and an e-mail cannot be created, that will be indicated on the log for the letter select process. In this case a letter will be created; re-run Communication Generation with a Method of Letter to complete that communication.

On your Communications Gen run control, the last tab should be blank.

This process was developed to be run after Loan Origination but before Loan Validation for loans certified on a specific date or date range. If someone whose loan was originated on the right dates has the Verification Flag set to "Required" or "Pending"on Packaging Status Summary, their loan processing status is changed to "Hold". This prevents the loan from validating and transmitting.

After verification is complete, the process will remove the hold for students who no longer have a verification status of "Required" or "Pending" WHERE THE NEW PROCESS PLACED THE HOLD. If you placed the hold manually, you will need to remove it manually.

If the loan passes Loan Validation the next time it is run, the loan will be set to transmit.

To "override" the process, change verification on Packaging Status Summary to a value other than "Required" or "Pending"..

This process creates a communication for students who have an incomplete verification checklist for the indicated aid year where the deadline on the checklist items is older in days than the Grace Period indicated on the run control and who have not been send a reminder letter within the number of days indicated by the Grace Period. It only selects students who have an Aid Application Status of Active or Restricted. Use letter code _LG for letters or _MG for emails. Always enter a Print Letter Code; enter e-mail letter code and email address usage only if sending e-mails.

Additional Reminder Letter-Select the maximum number of reminder letters student with an incomplete verification checklist may receive.

Additional Days Between-Select the number of days between COMPLETED (via CommGen) reminder letters until students with an incomplete verification checklist will be selected for another reminder letter. Process will not select a student who has been marked as “Deceased” Review the Log/Trace “out” file for any instances.

After running this process, run Communication Generation. The .pdf file for letters should be set up to go to file path like //sophie.cnd.nodak.edu\home\financialaid\Reports\NDUS1\, where you substitute your school code for “NDUS1”. If you are creating e-mail communications and an e-mail cannot be created, that will be indicated on the log for the letter select process. In this case a letter will be created; re-run Communication Generation with a Method of Letter to complete that communication.

On your Communications Gen run control, the last tab should be set up as follows:Administrative Function: FINAChecklist Context: Tracking GroupChecklist Type: Requirements ListTracking Group: FAPPL (EY) or FAVROY (OY) Use EY/OY Tracking Groups ONLY if your Campus uses both the FAAPPL/FAVROY tracking group setup.Tracking Group Status: InitiatedChecklist Item Status: Initiated

This process creates a new communication and checklists for students who have been selected for Verification for the specified aid year and institution but do not have an initial verification communication. The verification select process revision will select checklists based on the IRS Match codes on the student’s ISIR. 7. This process also completes open checklists where the Verification Flag on Packaging Status Summary is set to “Complete”.

Always enter a Print Letter Code; enter e-mail letter code and email address usage only if sending e-mails.

After running this process, run Communication Generation. The .pdf file for letters should be set up to go to file path like //sophie.cnd.nodak.edu\home\financialaid\Reports\NDUS1, where you substitute your school code for “NDUS1”. If you are creating e-mail communications and an e-mail cannot be created, that will be indicated on the log for the letter select process. In this case a letter will be created; re-run Communication Generation with a Method of Letter to complete that communication.

On your Communications Gen run control, the last tab should be set up as follows:Administrative Function: FINAChecklist Context: Tracking GroupChecklist Type: Requirements ListTracking Group: FAPPL Tracking Group Status: InitiatedChecklist Item Status: Initiated

The verification Selection process has been revised so, beginning in 2013-2014, it now will look at the Verification Tracking Flag (V1 – V5), and assign the appropriate checklist based on the flag. The Set Up for the new process, NDU Applications > NDU Financial Aid > Setup > NDU Verification Checklists, has also changed somewhat. This is where the checklists that will be assigned to each Verification Track Group are established. The old process, renamed NDU Applications > NDU Financial Aid > Process > Old Verification Select Letter, will remain available to complete processing for 2013. Only one letter code and one checklist code is needed (FAVREY or FAVROY), but appropriate checklist items are assigned based on dependency status.

The new letter codes for use beginning in 2013-2014 are _L8 (Verification Initial letter EY), _L9 (Verification Initial Letter OY), _M8 (Verification Initial email EY) and _M9 (Verification Initial email OY). Continue to use existing letter codes for 2012-2013.

For V4 and V5 Verification Tracking Groups, you can opt to not send the high school completion checklist item for students who have a high school row marked “Official” and “Final” for “High School Overall” at Student Admissions > Application Entry > Academic Information > Education. Mark “Check for HS Transcript” on the run control if you want the process to check the Education page and first, and only put the HS Completion Checklist on students who do not have an appropriate entry on their Education page. Otherwise, if it is not checked, the HS Completion checklist items will be sent to all students with Verification Tracking Flag V4 or V5.

There are four Dependency statuses to choose from on the run control. Select Independ if you only want letters for Independent students; select Dependent if you only want letters for Dependent students; select Both if you want letters for both Independent and Dependent students. The Program choice is for future use. The process will continue to assign checklist items for tax forms based on the IRS Retrieval status indicated on the ISIR.

When a student changes dependency status, complete the checklist items that are no longer appropriate, add new checklist items as appropriate and either send an “Additional” letter or revise the checklist due date so a follow-up letter with the new open checklist items will be sent; the revised follow up process now allows you to send multiple follow-up letters.

1. To use the process to create checklists and communications for students you have locally selected for verification: a. Mark the Verification Flag as “Required” on Packaging Status Summary b. On the run control for the NDU Verification Initial Ltr process, enter the EmplID and an appropriate Tracking Group.2. If a student who has been selected by the federal processor is missing a verification Tracking Group indicator, that student will be identified on the log from the NDU Verification Initial Ltr process. a. Look up the correct tracking group on FAA Access. b. On the run control for the NDU Verification Initial Ltr process, enter the EmplID and the appropriate Tracking Group.3. Add a row on the run control if you have additional students.

Process will not select a student who has been marked as “Deceased” Review the Log/Trace “out” file for any instances.

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