Banner Financial Aid Overview Monroe Community College October 3, 2003 Ronald Coker Senior Process...
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Transcript of Banner Financial Aid Overview Monroe Community College October 3, 2003 Ronald Coker Senior Process...
Banner Financial Aid Overview
Monroe Community College
October 3, 2003
Ronald Coker
Senior Process Consultant
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Course Overview
Objectives
Create student and financial aid records both manually and electronically
Create a financial aid tracking, budgeting, and packaging group
Track documents that a student must submit to the financial aid office
Create a student budget
Perform need analysis processing
Perform awarding and disbursement functions
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Menu Structure and QuickFlow
GUAQFLW – QuickFlow Form
GUAQUIK – QuickFlow Definition Form
Frequently Used Forms:
ROASTAT – Applicant Status Form
RRAAREQ – Applicant Requirements Form
RBAABUD – Applicant Budget Form
RPAAWRD – Applicant Award Form
RORRULE – Financial Aid Selection Rules Form
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Data Load
Prior to Load – Use the following Forms:
RCRINFR – Interface Tape Matching Rules Form
RTVINFC – Data Source Code Validation Form
RCRTPTR – Interface Data Translation Rules Form
ROAINST – Financial Aid Options Form
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Data Load (cont’d)
PART 1 of Data Load
RCBTPxx (for federal data (EDE)) or
RCBCTxx (for CSS PROFILE records)
PART 2 of Data Load
RCPMTCH Process
PART 3 of Data Load
RCRTPxx Process
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Requirements Tracking
RRAAREQ – Applicant Requirement Form
Used most frequently for:
Attaching an applicant’s record to a tracking group
Establishing/adjusting tracking requirements
Creating non-coded tracking requirements
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Budgeting
RBAABUD – Applicant Budget Form
Used for:
Assigning a budget
Establishing aid periods
Defining mixed enrollment
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Fund Management
RFRBASE – Fund Base Data Form
Fund Mgt must be established prior to packaging
Includes:
Establishing the funds
Attaching the fund to a detail code
Building the fund/packaging /disbursement strategies for each fund
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Packaging/Disbursement
RPAAWRD – Award Form
Options Available:
Fund Awards by Term Information
Enrollment
Disbursement Schedules
Summary Information
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Packaging /Disbursement (cont’d)
Forms used for packaging set up:
RPROPTS – Packaging Options Form
RPRDEFR – Default Packaging Rules Form
RPRPCKR – Packaging Rules Form
RPRGFND – Packaging Group Fund Rules Form
RFRMGMT – Fund Management Form
RPRCONT – Third Party Contract Rules Form
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Packaging /Disbursement (cont’d)
Forms used for packaging set up:
RPREXPT – Exemptions Rules Form
RPRAUDT – Audit Grading Mode Form
RPRFSRC – Packaging Groups Fund Source Maximum Rules Form
RFRDEFA – Default Award & Disbursement Schedule Rules Form
RFRASCH – Fund Award & Disbursement Schedule Rules Form
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Tape LoadProcedures
Run Prior CollegeTranscript Process
RSRPCOL(Optional)
PackagingReport
RPBPDRVRPRAWRDRPRFUND
DisbursementReport
RPBDDRVRPRADSB
Banner FinancialAid Records
Run TrackingGroup Assignment
ROBBGRP
Run Budget GroupAssignmentROBBGRP
Run PackagingProcess
RPEPCKG
Adjust Award Packagefor Individual Groups
(Optional)
Run DisbursementProcess
RPEDISB
Run PackagingGroup Assignment
ROBBGRP
Manual Input
PrintTracking Letters
Run Need AnalysisCalculationRNEINxx
(Only as needed toadjust corrections)
Run PellCalculationRPEPELL
(Optional)
Run RORCALC
PrintAward Letters
Note:RESTRK1.SQLRESTRK2.SQLRESTRK3.SQLRLRLETR
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Banner2000 ISIR Data Load Process
RCBTPxx
Receive ISIR files from the U.S. Dept of Education.
Use the FILECAT program to
combine ISIR filesinto one batch file
(xxxxesar.tap)
Use FTP softwareto transfer the
xxxxesar.tap file tothe dataload directory
Loads the ISIR datato temporary tables
Output from rcbtpxx.log:•Total number of records loaded to temporary tables
RCPMTCH
Compares the datain temporary tables
to data in production,assigns status codes
RCRTPxx
Records loaded intoproduction tables
Output from rcpmtch.lis:•Matching control report•Duplicate record control report•Matching parameters used •Totals by status and error codes•End of job
Output from rcrtpxx.lis:•Control report gives listing of records loaded to permanent tables•NSLDS discrepancy report•Need Analysis discrepancy report
RCRSUSP
RERISxx
Run to print “frozen”ISIR records (if loaded)
Records with Suspended, Duplicate, Error, or *status codes must be
manually resolved beforethey can be loaded into
production
Records with New,Matched, Renewal, or
Application status codes are ready to load into
production
RCPDTMP
Run to delete datain temporary tablesbefore loading data
for a differentaid year
Records with Hold status codes will remain in thetemporary tables until a general person record iscreated in production orif the data in the temporarytables is deleted by running the RCPDTMP process
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Loans
RPAAWRD – Award Form
Use the Create Loan Applications option from the Navigation Frame
Loan Periods must be created and maintained on the Loan Period Base Data Form (RPRLPRD)
Loan Options Form (RPRLOPT) must be built for each loan fund used.
Loan status code must be built using the Loan Status Validation Form (RTVLNST)
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Loans
Loan Application Form (RPALAPP)
Creates and maintains all of the loan information for a student
Electronic Loan Application Form(RPAELAP)
Used to process CommonLine applications
Direct Loan Origination Form (RPALORG)
Provides application processing functionality for the Federal Direct Loan programs.
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History/Transcripts
Pre-Banner Award Summary Form (RHAPBAW)
Manually enter pre-banner summary award information
Prior Institution Transcript Form (RHAPTRN)
Enter and maintain information received from a prior institution’s transcript
Transcript Information Form (RHATINF)
Displays and maintains the non-award and non-loan information received from aprior institution’s transcript
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History/Transcripts (cont’d)
Fund Sequence History Inquiry Form (RHIAFSH)
Displays the student’s financial aid history by fund code
Applicant Comment Form (RHACOMM)
Displays comments history for each student
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Common Functions
Financial Aid Person Maintenance Form (RPAIDEN)
SAR ID Inquiry Form (ROISARI)
FISAP Person Maintenance Form (ROAFSAP)
Interface Tape Matching Rules Form (RCRINFR)
Suspended Records Maintenance Form (RCRSUSP)
Financial Aid Mail Form (RUAMAIL)
Data Log Rules Form (RORDATA)
Satisfactory Academic Progress Validation Form (RTVSAPR)
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Common Functions (cont’d)
Aid Year Inquiry Form (ROAIDY)
Financial Aid General Period Form (ROAPERS)
Applicant Pell Grant Form (ROAPELL)
Applicant Holds Form (ROAHOLD)
Applicant Immediate Process Form (ROAIMMP)
Applicant User Defined Fields Form (ROAUSDF)
Financial Aid Summary Form (ROASMRY)
Applicant Message Form (ROAMESG)
Batch Processing Rules Form (RORPOST)
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Shared Data
Allows for the integration of the SCT Banner Student system with Financial Aid
Permits view information in:
Recruiting
Admissions
Registration
Housing
Accounts Receivable
Academic History
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Shared Data (cont’d) Information is available through the following inquiry-
only forms:
Summary Academic History Inquiry Form (RRSIHIST)
Financial Aid Enrollment Form (ROAENRL)
Financial Aid Enrollment Hours Process (RSRENRL)
Basic Student Information Inquiry Form (RSISTDN)
Admission Application Inquiry Form (RSIAPPL)
Account Detail Review Inquiry Form (RSIAREV)
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Shared Data Inquiry-only Forms (cont’d)
Degrees and Other Formal Award Inquiry Form (RSIDEGR)
Housing Information Inquiry Form (RSIHOUS)
Prior College Inquiry Form (RSIPCOL)
High School Inquiry Form (RSIHSCH)
Test Score Inquiry Form (RSITEST)
Veteran Certification Inquiry Form (RSIVETN)
International Student Inquiry Form (GUIINTL)
Third Party Contract Inquiry Form (RSICONT)
Billing Exemption Inquiry Form (RSIEXPT)
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Student Employment
Student Employment Authorization Form (RJASEAR)
Assign employment authorization to a specified student
Student Employment Rules Form (RJRSEDR)
Maintains default authorization start/end dates and pay dates
Student Employment Referral Form (RJASERF)
Used to refer a student to a job location for possible employment
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RJASEME
Mass enter students’ time
Student Employment Process
RPAAWRD
Award studentAccept award
RJASERF
Authorize employmentPrint referral form
RJASEAR
Input employment authorization
HR InterfaceRJRLOADReview Payment
RJISEWHRPAAWRDRJASEAR
Using HR Interface?
Using HR Interface?
Yes
No
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Short-Term Credit
Short-Term Credit Detail Form (RPASTCD)
Create and maintain short-term loans for a student
Short-Term Account Maintenance Form (RPRSTAM)
Maintain a description of the credit account, establish budget, modify loan amounts, and determine duration of loan
Short-Term Credit Inquiry Form (RPISTCI)
Displays short-term loan information for a student in descending order by loan seq no
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Return of Title IV Funds Calculation
Return of Title IV Funds Calculation Form (RPATIVC)
Populates data necessary to perform the calculation process
Return of Title IV Calculation Process (RPRTIVC)
Determines total amount of required return or post-withdrawal disbursement
Return of Title IV Funds Calculation Inquiry Form (RPITIVC)
Allows view of summary and calculation information
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Multifunction Forms/Business Processes
Financial Aid Record Maintenance Form (ROARMAN)
Enables display and update of:
Award detail
Applicant status
Budget components
Tracking requirements
Pell Grant status
Need Analysis information
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Multifunction Forms/Business Processes (cont’d)
Financial Aid Record Management Form (ROAMGMT)
Provides a convenient means to create, update, and monitor financial aid fund activity
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Summary
Any Questions?