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Brief Summary of the November FA Coffee Break on 'Post Census Date Processing and General Data Cleanup'

By Kristen McRoberts posted 11-19-2021 04:56 PM

  

This month’s FA Coffee break focused ‘Post Census Data Processing and General Data Clean Up’.  We discussed:



  • Repackage plans and external awards to cancel and adjust aid!

  • When academic plans are discontinued and FA Term doesn’t update, one best practice was to update override expiration date on FA Term to be the previous day, which will cause FA Term to rebuild. If you are still having issues, make sure the sure the effective date of the discontinued plan is before the term begins otherwise it will not rebuild.

  • Lots of discussion on the Pell recalculation date!

  • PopUpdates to STDNT_AID_ATRB (View Package Status Summary) to fix blank or mismatched careers.    

  • When endorsers and pending credit checks don’t link, you can jiggle the loan.

  • Pages used in PeopleSoft to update data (like prom note or credit) on loans if they look good in COD but not in PeopleSoft:

    • Financial Aid > Loans > Direct Lending Management > Override Loan Application Data

    • Financial Aid > Loans > Direct Lending Management > Override Processing Status



  • College Finance Plan and it relates to the  Isakson and Roe  act, but that the College Financing Plan template  will not incorporate all of the required changes.   However, Two Bills Seek to Amend Isakson-Roe Veterans Bill, Improve Consumer Information Requirements.    




Check out this Thread for Follow-up Documentation for all the great information your colleagues have shared post-coffee break!   


Here is a link to the recording:   11/18/2021 Post Census Date Clean-up


We want to hear from you!   Please let us know if you have any ideas on future coffee breaks or webinars by completing this Survey


 Thank you all for the great conversation on Thursday!    It is great to be part of such a knowledgeable, helpful and amazing community! 

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