Financial Aid Advanced Packaging

Overview

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.

Audience

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

Suggested Prerequisites

Topics

• 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