HIGHER EDUCATION. What can we help you achieve? SunGard Banner Financial Aid

Transcription

1 HIGHER EDUCATION What can we help you achieve? SunGard Banner Financial Aid Tulsa Community College Agenda for Consulting Workshop 1 April 1-3, 2008

2 Tulsa Community College 05_Consulting One Agenda.doc 2 Confidential Business Information This documentation is proprietary information of SunGard Higher Education and is not to be copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is specifically provided without the written permission of SunGard Higher Education. Prepared By: SunGard Higher Education 4 Country View Road Malvern, Pennsylvania United States of America 2006 SunGard. All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited. In preparing and providing this publication, SunGard Higher Education is not rendering legal, accounting, or other similar professional services. SunGard Higher Education makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization s own choosing. Without limitation, SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners.

3 Tulsa Community College 05_Consulting One Agenda.doc 3 Consulting Workshop 1 Agenda Date, time, location, instructor Purpose of this document April 1-3, :30-4:30 Northeast Campus 2737 E. Apache Student Center, 2 nd floor, room Tulsa. Carol Linsley, Functional Financial Aid Consultant The purpose of the consulting session is to provide consulting, configuration assistance and clarification of the following topics: o Record Creation o EDE/CSS Dataload o Common Matching o Requirements Tracking o Need Analysis and Verification of Data o EDE Correction Processing o Transfer Monitoring o Applicant Budget o QuickFlow/My Banner Menu o Population Selection for Financial Aid o Letter Generation for Financial Aid Recommended participants Financial Aid Implementation Team Technical staff responsible for support of Banner Financial Aid Person(s) responsible for manual and electronic loading of federal application records and/or CSS Profile applications Person(s) responsible for defining and maintaining student tracking requirements, those responsible for running any reports or processes, producing correspondence, and selecting populations of students to run through various processes and reports Person(s) responsible for the verification or review of student need analysis Person(s) responsible for processing correction records via EDE Person(s) responsible for processing Transfer Monitor Records through NSLDS Person(s) responsible for building and maintaining student cost of attendance budgets Consulting objectives Review agenda topics and follow-up from training workshops 1 and 2 Assist institution in understanding the processes related to each of the topics discussed Answer questions regarding the entry of data on the validation and rule forms for each of the topics Assist in developing financial aid population selection rules using the Banner General system Population Selection module Assist in creating financial aid tracking letter(s) using Banner General system Letter Generation module Materials needed for this session These materials will be needed for this workshop. Reference Materials File Name Workbooks PowerPoint

4 Tulsa Community College 05_Consulting One Agenda.doc 4 Presentations Financial Aid User Guide Agenda April 1, 2008 following topics: Quick Flow, User Preferences, Data Extraction and Job Submission following topics: Record Creation & Common Matching April 1, 2008 following topics: EDE/CSS Dataload April 2, 2008 following topics: Requirements Tracking, Need Analysis & Verification of Data April 2, 2008 following topics: EDE Correction Processing and Transfer Monitoring April 3, 2008 April 3, 2008 following topics: Applicant Budget following topics: Population Selection following topics: Letter Generation

5 Tulsa Community College 05_Consulting One Agenda.doc 5 Post trip client assignments Complete rule and validation tables within the following modules: o EDE/CSS Dataload o Common Matching o EDE ISIR Corrections o Need Analysis o Requirements Tracking o Applicant Budget Determine additional reporting needs Continue documenting and revising Banner Financial Aid procedures Complete configuration of tracking letter(s)