Using IM in PeopleSoft 7'6

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Using IM in PeopleSoft 7.6

• Pat Bogart
• Sr. Associate Director
• Undergraduate FA
• Duke University
• Durham, NC
• pat.bogart_at_duke.edu
• [phone]

• Kathie Little
• Executive Director
• Financial Aid Services
• The College Board
• Reston, VA
• klittle_at_collegeboard.org
• [phone]

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Why Use IM at All?

• Establishing vertical horizontal equity
• Targeting of your funds
• Creating better reporting database

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TOPICS........

• Understanding INAS Local Policy Options Setup
• Individualizing your Needs Analysis--how to
  override your own options
• Identifying panels critical for IM setup
• Making PeopleSofts IM easier for your staff to
  use
• Business Process Mapping
• Website designed for STAFF use
• Questions?

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INAS Local Policy Options

• Administer Financial Aid/
• Manage Needs Analysis 2000-2001/
• Setup/
• INAS Local Policy Options/

Path
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Global and Federal Options
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Global and Federal Options
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IM Tax/ Assess Parameters
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FM Yes/ No Options
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IM Value Parms 1
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IM Value Parms 2
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IM Yes/ No Options
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Minimum SC Income
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Asset Options
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Home/ Asset Projections
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Minimum PC Range
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Budget Options
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Setup Panels Necessary for IM
AID YEAR CAREER
Path

• Design Student Administration/
• Design Financial Aid 1/
• Setup A-B/
• Aid Year Career

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Valid Careers for Aid Year
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APPLICATION SOURCE RANK
Path

• Design Student Administration/
• Design Financial Aid 1/
• Setup A-B/
• Application Source Rank

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Application Source Rank
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INSTALLATION DEFAULTS - FIN AID
Path

• Design Student Administration/
• Design Financial Aid 1/
• Setup F-K/
• Installation Defaults - Fin Aid

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Installation Defaults - Fin Aid
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PROFILE DATA LOAD PARMS
Path

• Design Student Administration/
• Design Financial Aid 2/
• Setup N-P/
• Profile Data Load Parms

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Profile Data Load Parms
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Using IM the Options

• Administer Financial Aid/
• Manage Needs Analysis 2000-2001/
• Use/
• Maintain Institutional Ap 00/01/
• Update/ Display

Path
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Maintain Institution Ap 00/01

• TWENTY panels
• Ten Application Data Panels
• Ten Calculation Value Panels
• Data automatically loaded from CSS Profile and/or
  Needs Access electronic files
• Needs Analysis ENGINE is INAS

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Individualizing your Review
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Business Process Mapping
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Samples from Duke............
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Dukes Web Site for STAFF
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QUESTIONS?