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Financial Aid Advanced Packaging Rel 9.2

  • Tuition USD $2,772 GSA  $2,196.73
  • Reviews star_rate star_rate star_rate star_rate star_half 508 Ratings
  • Course Code D59543GC20
  • Duration 3 days
  • Available Formats Virtual

This three-day course provides an in-depth look at how to package financial aid for students. The course reviews the basics of awarding as well as advanced how to topics such as multi-career packaging, Mass Packaging using Population Selection, using disbursement protection, and using education resources. Participants will also learn how to repackage financial aid and manage external awards.

 

The course also discusses in detail repackaging topics such as repackaging rules, repackaging plans, online packaging and batch repackaging.

 

Finally, participants will learn about the concepts related to External Awards, including types of external Awards, learn how to define cross-reference, use file-mapping definition, manually add external awards, and process Student Financial payments as External Awards.

  Learn To: 
  • Perform Mass Packaging
  •  
  • Perform Multi-career Packaging
  •  
  • Perform Batch Repackaging
  •  
  • Perform Online Repackaging
  •  
  • Manage External Awards
  •  
  • Package financial aid for students

Skills Gained

  • Setting Up a Repackaging Plan
  • Combining Multiple Rules
  • Performing Batch Repackaging
  • Mapping External Award Attributes to Financial Aid Item Types
  • Manually Adding External Award Data
  • Managing Self-Reported External Awards
  • Setting Up Aggregate Aid
  • Performing Online Packaging
  • Explaining Which Aid Processing Defaults Settings Affect Packaging
  • Demonstrating How to Revise an Award Package
  • Awarding Loans
  • Using Disbursement Protection
  • Performing Multicareer Packaging
  • Writing an Equation for Packaging
  • Writing a PS Query for Mass Packaging
  • Performing Mass Packaging

Who Can Benefit

  • Administrator
  • Analyst
  • Database Administrator
  • Implementer
  • Manager
  • Systems Administrator

Course Details

Topics

  • Performing Awarding in Special Situations
  • Setting Up Packaging Plans
  • Using Equations in Packaging
  • Using PS Query in Packaging
  • Creating a Mass Packaging Solution to Support Your Institution's Packaging Philosophy
  • Performing Mass Packaging
  • Describing Repackaging Plans and Repackaging Rules
  • Performing Online Repackaging
  • Performing Batch Repackaging
  • Setting Up External Award Processing
  • Manually Adding External Award Data
  • Managing Existing External Award Transactions
  • Creating a File Mapping Definition to Load External Award Data Files
  • Processing Student Financial Payments
  • Managing Self-Service Transactions
  • Demonstrating How to Revise an Award Package
  • Awarding Loans
  • Using Disbursement Protection
  • Creating a Single-Term Award
  • Performing Multicareer Packaging
  • Explaining How Veteran Education Benefits Are Processed
  • Activity 1: Packaging a Student for a Single Term

Setting Up Packaging Plans

  • Explaining How to Approach Packaging
  • Using Packaging Plans
  • Activity 4: Creating Packaging Plans
  • Creating Groups of Financial Aid Item Types for Awarding Purposes
  • Setting Up GAP Item Types
  • Activity 5: Adding Packaging Plan Complexity

Using Equations in Packaging

  • Describing the New Equation Engine Usage in 9.0
  • Describing the Population Selection Tools Used for Packaging
  • Describing the New Equation Keywords in 9.0
  • Understanding Packaging Equations and Population Selection Equations
  • Understanding How Equation Engine Is Used for Packaging
  • Setting Up Population Selection
  • Writing an Equation for Packaging
  • Activity 2: Writing an Equation for Mass Packaging

Using PS Query in Packaging

  • Understanding How PS Query is Used in Mass Packaging
  • Describing the PS Query Setup for Mass Packaging
  • Writing a PS Query for Mass Packaging
  • Activity 3: Writing a PS Query for Mass Packaging Population Selection

Creating a Mass Packaging Solution to Support Your Institution's Packaging Philosophy

  • Describing an Overall Approach to Translating Your Packaging Philosophy
  • Dividing Students by Academic Career
  • Determining How Many Packaging Plans to Use
  • Listing the Financial Aid Item Types Used for Each Plan
  • Determining Any Special Situations for Each Financial Aid Item Type
  • Activity 6: Creating Mass Packaging Solutions
  • Analyzing Processing Time and Packaging Plan Management

Performing Mass Packaging

  • Selecting Students for Mass Packaging
  • Reviewing Students Selected for Mass Packaging
  • Assigning Packaging Plans to Selected Students
  • Reviewing Mass Packaging Plans Assigned by Query
  • Reviewing Mass Packaging Result by Plan
  • Packaging a Group of Students
  • Reviewing Mass Packaging Summary
  • Reviewing Eligibility and Need After Packaging

Describing Repackaging Plans and Repackaging Rules

  • Setting Up a Repackaging Plan
  • Defining Repackaging Rule Attributes
  • Activity 7: Creating a Repackaging Plan
  • Combining Multiple Rules
  • Activity 8: Creating a Single Repackaging Plan that Contains Multiple Repackaging Rules

Performing Online Repackaging

  • Repackaging an Individual Student
  • Understanding Auto and Auto Select Repackaging
  • Repackaging Students with Multiple Careers

Performing Batch Repackaging

  • Describing the Repackaging Process
  • Selecting Students for Repackaging
  • Reviewing Students Selected for Batch Processing
  • Assigning Repackaging Plans to Selected Students
  • Reviewing Repackaging Plans Assigned by Query
  • Reviewing Repackaging Plans by Student
  • Repackaging Groups of Students
  • Reviewing Batch Repackaging Summary

Setting Up External Award Processing

  • Defining External Award Types
  • Defining External Award Sources
  • Mapping External Award Attributes to Financial Aid Item Types
  • Defining Search and Match Criteria

Manually Adding External Award Data

  • Adding External Awards by Type
  • Adding Award Disbursement Details
  • Adding External Awards by Student

Managing Existing External Award Transactions

  • Understanding the Purpose of Managing External Award Data
  • Understanding External Awards Processing Statuses
  • Understanding External Awards by Reporting Codes
  • Viewing and Loading Student External Award Data
  • Viewing Award Summary

Creating a File Mapping Definition to Load External Award Data Files

  • 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
  • Loading External Award Data from a Data File
  • Activity 9: Setting Up Context Definition and File Mapping

Processing Student Financial Payments

  • 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
  • Running the SF External Award Process
  • Loading Student Financials Payments into External Award Staging Table

Managing Self-Service Transactions

  • Setting Up Self-Service Reporting
  • Managing Self-Reported External Awards
  • Using Administrative Self-Service Pages
  • Running the External Award Load Process
  • Creating Student Permission Forms
  • Assigning Student Permission Forms to a Student

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

Great personnel and facility. I just should have been told i was the only person physically in thr class, and that there was an option to attend the class remotely.

Good course content and had mixed reviews with the instructors. Some were poor, some were really great.

Labs were well organized, instructions were clear.

Instructor was knowledgeable and helpful.

The course on Redshift was excellent! As a DBA/DA I found there is a quite a bit of learning for Oracle professionals to move into AWS.

Its really nice to have the snacks available everyday. The staff is courteous and professional.

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  • Nov 2, 2020 Nov 4, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    07:00 AM 15:00 PM PST
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