Presenter: John Young 7/31/09

Transcription

1 Presenter: John Young 7/31/09

2 The Financial Aid Award Letter was implemented to provide students a way to access Financial Aid Award information via Banner Self Service. For Students It displays information in a letter format and allows students the capability to reduce or decline the offered amount of their award by aid year, term, or award. For the Financial Aid Office The report feature allows each Financial Aid office to keep track of decline and/or reduce requests and a student s aid in their processing.

3 1 Log on to Banner Self Service Secure Area as the Web Tailor Administrator. Enter the User ID and PIN and click the Login button.

4 2 - Select New WebTailor Administration:

5 3 Select Web Menus and Procedures

6 4 Select the procedure from the drop-down box and select the Customized Web Menu or Procedure button

7 5 Local procedures should be created and modified with institutionalspecific information for the Banner Self Service product. The following procedures are included with the Financial Aid Award by Term View: twzkoawl.p_get_stu_consent (Student Consent Form) twzkoawl.p_award_letter (Financial Aid Award Letter) twzkoawl.p_award_adjust (Financial Aid Award Adjustments) twzkoawl.p_adjust_results (Financial Aid Award Adjustment Results) twzkoawl.p_adjust_report (Financial Aid Award Adjustment Report)

8 Note: For each procedure listed in the previous slide, repeat the following steps: Ensure that the Enabled Indicator & the appropriate Associated Roles are checked. (It is recommended that all Web users are given access to these procedures)

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12 6 Create information text: - Enter institution-specific information in the Information Text box. - Where you see, "Change to Institution's Agreement Page. in the Information Text box for the wzkoawl.p_award_letter procedure, insert your institution-specific URL (for your institution s ACCEPTANCE AGREEMENT page) - Where you see "Change to Institution's Guidelines Page.", insert your institution-specific URL (for your GUIDELINES FOR AID RECIPIENTS page)

13 The section of text that says, To Institutions Agreement Page> has been changed to in the screen shot on the next slide. Please insert your institution s Web page in this section as well as in the section that says Change to Institution s Guidelines page in the same text information box. Once you have changed the text, click the Submit Changes button.

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15 You should see a message that the changes have been successfully saved in the reorder or customize information text window. Note: You must repeat the steps above for each Web page your institution wants to create (Loan Counseling, Cost of Attendance, PLUS Loans, etc.).

16 7 Creating messages: The Financial Aid office creates messages for online Financial Aid Award Letters through a batch posting process (using a population selection) or enters messages manually in a form.

17 Batch Posting Process (RPRBPST) : Using a Banner-delivered batch posting process and a population selection, the Financial Aid office can display messages on the Award Letter for certain students. The messages that appear on the Award Letter may also be built from ROAMESG and RFRMGMT. (Message Codes are setup on RTVMESG)

18 or Messages can be manually entered on the ROAMESG form. These messages will appear at the top of the letter if a message exists for that student.

19 In the role of a student, the Financial Aid Award by Term View is accessed by using following these steps: 1 - Select Enter Secure Area from the Banner Self Service menu

20 Enter the User ID and PIN for a test student and click the Login button

21 Select Financial Aid Menu from the Student & Financial Aid Menu. Or, If your Institution is on Self-Service FA or later, Student and Financial Aid are separate Tabs and you may click on the Financial Aid Tab, directly.

22 Select Financial Aid Award Letter from the Financial Aid Menu

23 Student should be directed to the consent page. Select Yes and click the submit button. Students must choose Yes to continue to the online Financial Aid Letter. If students choose No, a web page appears with a message to contact the Financial Aid office.

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25 Select a term from the drop-down menu and submit the changes.

26 Select an Aid Year and click Submit.

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29 The student can decline and/or reduce awards by clicking on the Reduce/Decline button:

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31 The Request Confirmation page gives students a confirmation of the requested changes to their Financial Aid Awards.

32 The Financial Aid office can produce reports that reflect student adjustment requests for a specific aid year for review. Information displayed includes: Name, ID, aid year, award, Fall/Spring/ Summer amounts, date student submitted the request, Financial Aid advisor / officer, and the date adjusted in RPAAWRD. If the student s submit date is greater than the activity date in RPAAWRD, the Financial Aid advisor and date adjusted will appear blank and the student row (record) will be highlighted.

33 Financial Aid staff must have a Status Code of FU (Functional User), on SIAINST form, to be able to view this report. Please see screen shot below:

34 The financial Aid Award Adjustments Report can be accessed from the Faculty Services menu.

35 Then click on the Advisor menu.

36 Next, click on the Financial Aid Adjustment Report option.

37 The report should look like the following:

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39 Your participation in this session is important to us. Please be sure to fill out the participant poll. Include your name and the names of all participants in the room with you and the institution name.

40 To create a new or update an existing production down, business interrupting (emergency) support request, call the OIIT Helpdesk immediately (toll free in Georgia) For anything else, contact the OIIT Helpdesk at (self-service support request) or helpdesk@usg.edu Note: Self-Service requires login using a user ID and password. Contact the OIIT Helpdesk at helpdesk@usg.edu to obtain self-service login credentials.

41 We want to hear your questions, comments, and critiques. Please be sure to fill out the survey following the presentation.