Blog Entry

Summary of the October Financial Aid Advisory Group Coffee Break

Aid Year Rollover Do not make a mistake doing aid year rollover, it is hard to recover. As far as timing, some schools have completed theirs, others are at least part way through. There are a couple of things to watch when doing this. A couple of schools are having issues with the rollover not...

Blog Entry

Brief Summary on the September Coffee Break on Student FA Term

September FA Coffee Break: FA Term When does everyone stop projecting using updates and projections on the run control? There were different opinions. Some would leave projections on. Another school turns fall off after spring census. Other schools turns off projections because it takes so...

Blog Entry

Jobsets -- Overview from Financial Aid Coffee Break for August

August 27 2020 FA AG Coffee Break Topic: jobsets. Q1: How do you get your institution to grant jobset security? Sometimes you can start by asking for temporary access. Sometimes after you ask for security multiple times to setup and change jobsets they will give it more permanently. It...

Blog Entry

Community Spotlight - Financial Aid

COMMUNITY SPOTLIGHT Financial Aid The Financial Aid Product Advisory Group (PAG) is an advocacy group formed to support the Financial Aid Community by communicating with our Oracle representatives regarding enhancement requests and compliance items set forth by the Department of...

Blog Entry

End of July 2020 Survey on Changing Loan Dates due to Academic Calendar changes.

Good day colleagues. We hope all is going well with your remote work and as you prepare for Fall semester. We produced a survey that ended on July 31st to get a better idea of the percentage of schools that were changing their calendars and of the types of changes that were taking place...

Library Entry

Updating Loan Dates using Process Loan Dates or PopUpdate

We will look at how to use setup, as well as Process Loan Dates and PopUpdate to correct date issues that might affect the processing of loans and the calculation of SULA remaining eligibility.

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Library Entry

Financial Aid Queries for Everyday Processing

Building a query for financial aid purposes requires a knowledge of how the data flows from the ISIR to the mailing the award letter. In this presentation, I will cover which tables are used to store the data, how to group it, track it, and create edit queries that help maintain the quality of...

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Library Entry

Do Me a Favor, Open the Door, And Let ‘Em In: Including External Participants in PS Workflow

If you’re like other institutions, you have business processes that involve participants that don’t typically have PeopleSoft access. Whether it’s parents approving financial aid documents, vendors applying to do business, or new employees filling out pre-hire onboarding forms…all of these can...

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Library Entry

Activity Guides in Action: Three Institutions Provide Three Different Flavors of What Activity Guides Can do for Your Institution

Come and experience actual use case product and business process demonstrations; representatives from three different institutions will each provide uniquely different examples of how they are using Activity Guides and hear about how their impacts on student service and support.

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Library Entry

Campus Solutions and Vocado SFP: The Integration Story

Updates from Campus Solutions and Vocado Student Financial Planning

CS_SFP_Integration_2020.pptx