PeopleSoft Financial Aid Advanced Packaging Training Rel 9

PeopleSoft Financial Aid Advanced Packaging Training Rel 9

Introduction:

PeopleSoft Financial Aid Advanced Packaging Training Rel 9 Course with real world hands-on Exercises

This three-day PeopleSoft Financial Aid Advanced Packaging Training Rel 9 course provides an in-depth look at how to package financial aid for students. The PeopleSoft Financial Aid Advanced Packaging Training Rel 9 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 PeopleSoft Financial Aid Advanced Packaging Training Rel 9 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.

Related Courses:

Duration: 3 days

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Business Analysts
Database Administrators
Functional Implementer
Project Manager
Support Engineer
System Analysts
Technical Administrator
Technical Consultant

What You Will Learn:

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

Course Content:

Performing Awarding in Special Situations

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

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