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Datatel Functional Session

Datatel Functional Session. Susan Swisher Saint Xavier University. Online User Assistance. www.datatel.com. Client Communities. Financial Aid Client Community. Financial Aid CAT. AnwserNet. Documentation. View all documentation. Documentation listed within the past 2 months.

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Datatel Functional Session

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  1. Datatel Functional Session Susan Swisher Saint Xavier University

  2. Online User Assistance

  3. www.datatel.com

  4. Client Communities

  5. Financial Aid Client Community

  6. Financial Aid CAT

  7. AnwserNet

  8. Documentation View all documentation Documentation listed within the past 2 months

  9. Datatel Community Forums

  10. Datatel Users’ Group Can’t make it to the DUG annual conference? Go to the Conference website to access the presentation handouts

  11. Simplifying Processes

  12. PCR – Pending Correspondence Report • Use this report to find all of the correspondence that you need to process for a given time frame. • Features: • Run open to pull all document codes or by specific documents • Run in Detail (lists each student associated with document) or Summary mode which gives number of students associated with document

  13. PCEX-Express Correspondence Processing • Quick way to process letters or email • Eliminates the multi-step process of PCB • Can be run using individual student IDs or a saved list

  14. Annual FA Setup Sample of the Annual FA Setup Worksheet provided by Datatel

  15. FASA – Financial Aid Set Up Assistant • Use FASA to copy: • Rules • Fund Budgets • Communication Management: Copies Communication, document, paragraph, track and correspondence request codes into new year Eliminates the manual process of having to recreate each of these items for every processing year.

  16. FASA continued

  17. Subroutines

  18. Packaging Eligibility Rollover Subroutine You can use the Datatel delivered subroutineS.FA.ELIG.AMT.PR.YR on the PARL screen to pull over award amounts from prior years.

  19. Packaging Amount Rollover Subroutine You can use the Datatel delivered subroutineS.FA.PKG.AMT.PR.YR on the PARL screen to pull over award amounts from prior years.

  20. Pell Award Amount Subroutine Use the Datatel supplied Pell subroutine S.FA.PELL.AWD on the AAD screen

  21. Pell Transmittal Subroutine Use the Datatel supplied subroutine PELL.SUBR on AAXL

  22. BASC – Batch Comments Use BASC to batch the same comment to multiple students.

  23. Batch Processes

  24. BAWD – Batch Awarding Use BAWD to batch an award, change award amount or update an Action status. Can be used to modify either by term or annually an award or action

  25. PKCR – Batch Auto Package • Features: • Run in update or non-update mode • Report options • Student Packaging • Validation • Expanded Rule Validation

  26. Datatel Delivered Reports

  27. PEVR- Pell Eligibility Variance Use this report to find students with Pell amounts awarded that do not match their entitlement amounts. Can be run on all students or those only with a variance .

  28. PEVR Report

  29. ULAP – Unlinked Loan Applications ULAP is used to find any Unlined Loan Applications Used when loans are certified using one unique loan ID and the funds are disbursed under another. Can be run for All loan types.

  30. Sample ULAP Report

  31. IART – ISIR Alert Report Report is useful in helping to identify awarded students who have a CPS generated ISIR that has not been reviewed.

  32. Sample IART Report

  33. TFAR – Transmittal FA Report Use TFAR if you want to review the aid that has been transmitted for any timeframe, award period, award or students.

  34. Sample TFAR Report

  35. APCR – Attendance Pattern Mismatch Report Use APCR to compare financial aid information with registration information

  36. Sample APCR Report

  37. OAWR - Overaward Report Use OAWR to identify students where need or cost of attendance has been overawarded All awards must have Need/Cost/FC identified correctly when the award was setup on AWD

  38. Sample OAWR Report

  39. AWDR – Award Register Provides summary and detail award information

  40. AWDR - Award Register - Detail

  41. AWDR - Award Register - Summary

  42. FMGT – Fund Management Use FMGT to list total award amounts, total amounts by action category and transmitted amounts Use summary only field to suppress student detail

  43. Sample FMGT Report

  44. FCAR – Award Analysis Use FCAR to provide a list of all or selected students within a specific award year. Report can be limited by award period, award and action status

  45. Sample FCAR Report

  46. Questions?

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