Topics :

  • Setting up the Financial Aid Year
    • Defining the Aid Year
    • Defining the Academic Structure for Financial Aid Processing
    • Describing School Code Setup
    • Defining Financial Aid Processing Defaults
    • Performing Aid Year Rollover
  • Performing the ISIR Load Process
    • Preparing Students for Financial Aid Processing
    • Loading ISIR Data into Staging Tables
    • Performing an ISIR Load
  • Performing ISIR Corrections
    • Describing the ISIR Corrections Component
    • Performing an INAS Simulation
    • Sending ISIR Corrections to CPS
    • Performing ISIR Record Cleanup
  • Managing Data From Other External Sources
    • Loading NSLDS Data
    • Describing the PROFILE and Need Access Data Load Process
    • Describing Institutional Application Maintenance
  • Using Financial Aid Terms
    • Explaining the Sources Used to Build Financial Aid Terms
    • Setting Up Financial Aid Terms
    • Building Financial Aid Terms
  • Creating Student Budgets
    • Creating Budget Components
    • Describing Budget Groups
    • Assigning a Budget Manually
    • Setting up Online and Background Budget Assignments
    • Performing Background Budget Assignment
    • Creating Budgets Online
  • Creating Disbursement Plans and Split Codes
  • Creating Financial Aid Item Types
    • Describing Student Financials Setup that Affects Financial Aid
    • Setting up Aggregate Aid
    • Creating Loan Fees
    • Creating Financial Aid Item Types
    • Setting up Fiscal Item Types
    • Describing Award Messages
  • Defining Packaging Plans
    • Explaining How to Approach Packaging
    • Understanding Equations in Packaging
    • Using Packaging Plans
  • Performing Financial Aid Packaging
    • Awarding Financial Aid Manually
    • Performing Auto Packaging
    • Entering Professional Judgment Decisions
    • Describing Special Packaging Cases
    • Expiring Anticipated Aid
    • Manipulating Multiple Awards at a Time
    • Setting up Financial Aid Self Service
  • Using Satisfactory Academic Progress
    • Describing the SAP Process
    • Setting up SAP
    • Monitoring SAP
  • Performing Financial Aid Disbursement
    • Describing the Authorization and Disbursement Process
    • Setting up Disbursement Rules
    • Running Disbursement for One Student
    • Setting up Batch Disbursement
    • Running Batch Disbursement