PS Printing Options at TCU

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PS Printing Options at TCU

• Jolene Alonso
• Systems Analyst
• Michael Scott
• Director of Financial Aid

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The Obligatory Institutional Demographic Slide

• On version 7.6 with Regs2 installed
• Live since 2/15/99
• 7,300 Students
• 4,000 on aid
• Jolene enjoys golf, cats, and beer
• Mike enjoys cycling, dogs, and bourbon

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Why Microsoft Word?

• JetForm not a viable option at the time.
• MS Word provided an immediate solution that was
  flexible and adaptable to our needs.
• Most important -WE KNEW HOW TO USE IT!

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Business Process Considerations

• Minimal use of Mass Change.
• Communication assignment primarily achieved via
  SQR.
• Printing is all done in-office. Nothing is
  farmed out to IS, printing/mailing, etc.

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Business Process Considerations

• Letter templates are stored in a common drive
  for multiple user access.
• A few caveats to note..
• We do not print ISIRs.
• Our Volume is manageable for mail merge.
• No impact printing. We just run copies!

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TCU Communications Printed Via Word

• Missing Information Letters (MIL)
• Perkins Promissory Notes
• Financial Aid Notification Letters
• Currently have 6 versions
• Loan Certification Notification for Loans By
  Web.
• Check Releases for non-EFT disbursement

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Before you print .You must Assign

• At TCU, we use SQR to..
• Assign Checklist Items
• Assign Checklists
• Assign Communications
• MIL
• FAN
• Promissory Note

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MIL Print Process

• FGEN - Generic checklist assigned at the time of
  admission application. Simply created to have a
  place to park non-requested items. No items
  assigned.
• FAPP - Created when ISIR is loaded. Contains
  items for verification, institutional
  application, etc.

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Financial Aid Notification Letter

• 1. Mass Change - Selects, by Packaging Plan
  ID, applicants that have been packaged assigns
  appropriate communication.
• 2. Process Award Notification Letter
• 3.Award Letter Data Extract - Creates the
• text file.
• 4. Basic Mail Merge with template.

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Award Checklists

• Created after awards are made.
• Various checklists assigned as needed for
  disbursement rules.

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