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Financial Aid Repackaging External Awards - RWC

Catégorie: Formation  Peoplesoft
Format: Formation individualisée en ligne
Autres formats:
 
 

This e-learning course provides an in-depth look at how to repackage financial aid for students and manage external awards. The course reviews the basics of repackaging as well as advanced topics such as repackaging rules, setting up repackaging plans, identifying students to be repackaged, performing online packaging and batch repackaging.

The course also discusses concepts related to External Awards, including types of external Awards, how to determine external awards and bring them into Financial Aid.

Finally, participants will learn the procedures to define, cross-reference, use file-mapping definition, manually add external awards, and process Student Financial payments as External Awards.

Learn To:
  • Set up repackaging plans
  • Define repackaging rule attributes
  • Combine multiple rules
  • Set up External Awards
  • Load external award data file to staging tables
  • Load external award data file to student award tables

 
 

Compétences acquises

 
  • Set up repackaging plans

  • Assign repackaging plans to students

 
  • Set up External Awards

  • Process External Awards

Qui peut en profiter

 
  • Business Analysts

  • End Users

 
  • Functional Implementer

  • Sales Consultants

Préalables

 
  • Population Selection

 
     
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    Oracle DB PeopleSoft Hyperion Ce cours autoformation est certifié par le .

    Oracle University a nommé ExitCertified Partenaire de l’année 2011

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    Buy Training Now Ask A Question About This Training
    Code: D49402GC10
    Format: Formation individualisée en ligne
    Durée:
    Certifié par: Oracle
    Frais d’inscription (CAD): 1,030$
    Oracle University Awards ExitCertified the North American Partner of the Year Award for 2011
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    Financial Aid Repackaging External Awards - RWC Contenu détaillé

     
     
    Course Overview
    • Course Intro
    Introduction to Repackaging
    • Defining Repackaging
    • Describing the Need for Repackaging
    • Defining the Item Type Attribute in Repackaging
    • Prerequisites for Repackaging
    • Prerequisites for Repackaging – Creating Related Item Types
    • Prerequisites for Repackaging – Defining Default Disbursement Split\Code
    • Prerequisites for Repackaging – Reviewing Locked Awards
    • Prerequisites for Repackaging – Reviewing Pell Eligibility
    Describing Repackaging Plans and Repackaging Rules
    • Topic Objectives
    • Setting Up a Repackaging Plan – Steps for Repackaging
    • Setting Up a Repackaging Plan – Defining Repackaging Rules
    • Defining Repackaging Rule Attributes – Original Package
    • Defining Repackaging Rule Attributes - Increase
    • Defining Repackaging Rule Attributes - Decrease
    • Defining Repackaging Rule Attributes – Decrease (continued)
    • Defining Repackaging Rule Attributes – Decrease (continue)
    Performing Online Repackaging
    • Performing Online Repackaging
    • Repackaging an Individual Student
    • Understanding Auto and Auto Select Repackaging - Auto Repackaging
    • Understanding Auto and Auto Select Repackaging – Auto-Select Repackaging
    • Repackaging Students with Multiple Career
    • Review
    Setting Up a Batch Repackaging Selection Population
    • Topic Objectives
    • Understanding the Need for Context Definition in Repackaging PS Query
    • Setting Up a Population Selection PS Query for Repackaging
    • Setting Up a Batch Repackaging Selection Using Equations
    • Topic Review
    Performing Batch Repackaging
    • Topic Objectives
    • Describing the Repackaging Process
    • Selecting Students for Repackaging
    • Reviewing Students Selected for Batch Repackaging
    • Assigning Repackaging Plans to Selected Students
    • Reviewing Repackaging Plans Assigned by Query
    • Reviewing Repackaging Plans by Student
    • Repackaging Groups of Students
    Introductions To External Awards
    • Objectives
    • Describing The Data Flow Of External Awards To Student Award Tables
    • Describing the Type of External Awards
    • Describing the Data Sources and Methods to Obtain External Awards
    • Review
     
    Setting Up External Award Processing
    • Objectives
    • Defining External Award Types
    • Defining External Award Sources
    • Mapping External Award Attributes to Financial Aid Item Types
    • Defining Search and Match Criteria
    • Review
    Manually Adding External Award Data
    • Objective
    • Adding External Awards by Type
    • Adding Award Disbursement Details
    • Adding External Awards by Students
    • Review
    Managing Existing External Award Transaction
    • Objective
    • Understanding the Purpose of Managing External Awards Data
    • Understanding the Purpose of Managing External Awards Data - continued
    • Understanding External Award Processing Statuses
    • Understanding External Awards By Reporting Codes
    • Viewing and Loading Student External Award Data
    • Viewing Award Summary
    • Review
    Creating a File Mapping Definition
    • Objective
    • Planning for File Parser and External Award Processing
    • Using the Context Definition
    • Using the File Mapping Definition
    • Reviewing the External Award Staging Tables
    • Creating a File Mapping Definition
    • Loading an External Award Data File - Verify the Setups for Loading External Data
    • Loading External Award Data from a Data File
    Processing Student Financial Payment
    • Topic Objectives
    • Understanding the Process Flow of Student Financials Transactions as FA External Awards
    • Understanding the Mapping Between Student Financial Item Types and Financial Aid Item Type
    • Overview of the SF External Award Process
    • Loading Student Financials Payments into External Award Staging Tables
    • Running the Process SF External Award
    • Review Data in the External Award Record
    • Processing Student Financial Payments as External Awards
    External Award Self Service
    • Objectives
    • Setting Up Self-Service Reporting
    • Managing Self-Reported External Awards
    • Using Administrative Self-Service Pages
    • Running the External Award Load Process
    • Review
    Course Review
    • Course Review


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