Term Processing

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Term Processing

• NASU - 2007 Conference
• Reno,NV
• Jen Hebb
• Sigma Systems, Inc

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Term Processing

• Budgeting
• Stand-alone or combine term modules on ProSAM
• Academics
• Stand-alone or combine term modules on ProSAM
• Multiple disbursement standards
• Multiple enrollment types
• Affects disbursement processing
• Not available on SAM
• Applicant Summary
• Stand-alone or combine term modules on ProSAM
• Not available on SAM
• Can use with virtually any process!

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Budgeting by Term

• Budget terms by planned attendance
• Easily add Summer term
• Package more accurately
• Combine with other than 9-month EFC calculation
• Detail or summary
• All components
• Single total component

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Term Budgeting Summary
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Budgeting Term Detail
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SAM Term Budgeting Summary

• SAM-II YR 2008   EVALUATION TERM UPDATE gt
  ________________________________
•                                                   
              FAEU 2/4 10/01/06Id 555202050     
  Name FORMULA2/STX                 Phone (  
  )    -Id2 00713          Addr STATE
  TAX                    Birth 02/15/90Privacy   
                 CITY           NY 20755      Sex
•  
• Total Student Budget (Year)       0Total Pell
  Budget    (Year)
•  
• ---------------------------- Term Budget
  Summary  ----------------------------S TERM
  TRACK      SBUDGET  PELL BUDGET  PEN AEN ACP
  CAMPUS SCH DEPT         CRT_ 1                   
                     Ys 2              
  6000.00                Y   F_ 3              
  6000.00                Y   F_ 4_ 5_ 6
•  
•   (S B-Browse/Edit Budget Components, S-Select
  Term)Create                          
  Revise          200706 3   486 13 KP1 PRev   
  KP3 ScrlLf  KP4 ScrlRi  KP7 ScrlBk  KP8 ScrlFd 
  KP6 AddRec PF __

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SAM Budgeting Term Detail

• SAM-II YR 2008   EVALUATION TYPE UPDATE gt
  ________________________________
•                                                  
               FAEU 3/4 02/19/99Id
  555202050      Name FORMULA2/STX                
  Phone (   )    -Id2 00713          Addr STATE
  TAX                    Birth 02/15/90Privacy   
                 CITY           NY 20755      Sex
•  
• Term 2Total Student Budget (Term)    
  6000.00                 (Year)   4201    
  Total Pell Budget    (Term)                   
            (Year)   4201    
•  
• --------------------------- Term Budget
  Components ---------------------------S TYPE
  DESCRIPTION                           AMOUNT
  BUD    CRTDATE   REVDATE CT
•  
•  
•  

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SAM Budgeting Term Component

•  SAM-II YR 2008   EVALUATION TYPE UPDATE gt
  ________________________________
•                                                  
               FAEU 4/4 05/01/01Id
  555202050      Name FORMULA2/STX                
  Phone (   )    -Id2 00713          Addr STATE
  TAX                    Birth 02/15/90Privacy   
                 CITY           NY 20755      Sex
•  
• Term 2
•  
•  
•  
• Budget Component Type  ____
•  
• Budget Type Description _________________________
  _______
•  
• Budget Type Amount    
•  
• Budget Type Indicator  _
•  
• TDD Expense Indicator 
•  
•   

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Term Academics

• Multiple enrollment types
• Categorize aid (Title IV, State, Scholarships)
• Link type to AIDID
• Multiple disbursement standards
• Satisfactory Academic Progress
• Holds
• Categories (Title IV, State, Scholarships,
  Manual-Appeals)
• Link default type to AIDID
• Manually override on student award

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Term Academics AIDID Link
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Term Academics Enrollment

• Update student data hour types in interface from
  student system
• Manual type updated manually for special awards
  that dont adhere to standard enrollment
  calculations

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Term Academics Disbursement Standards

• Update student status for each Disbursement
  Standard in interface from Student System
• Status for manual Disbursement Standards updated
  as needed for overrides
• To use manual type, set to the matching
  Disbursement Standard type on students award
  record(s)

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Term Academics Disbursement Standard Override

• Change Disbursement Standard on student award
  record for manual override

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Term Applicant Summary

• Store and view data by terms
• Summary view of data by category
• Allow for change in residency, housing, etc
• Automate accurate budgeting and packaging for
  changes in term data
• Additional storage of user data\
• Quick color coded status view
• Grey Not Ready
• Green Ready
• Blue Processed
• Red Manually Processed
• Orange Processed Ineligible

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Applicant Summary
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Student Status Information
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Academic Year Financial/Need Data
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Academic Year Academic Data
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Academic Federal Grant

• ACG eligibility data once per year

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Academic Year User Data
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Filter Term Summary View
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View Term Data
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Add a New Term
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Term Academic Data
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Term Enrollment Data
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Term Federal Grant Data

• SMART CIP Code is Term Specific

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Term Miscellaneous Data
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Term User Codes
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Term User Numbers / Dates
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Term Processing Tips

• Term File Edit/Update Utility - SAMU17
• Transaction files produced by SAMU41
• Packaging access to term fields - SAMP30
• Virtual fields
• Proceeded with and end in the term number
• General Assignment/Selection - SAMU41
• Select from term fields
• Direct or transaction assign to term fields

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Term Processing Tips SAMU41

• Control Options
• SUTFILE Y or F (transaction file for SAMU17) or
  D (Direct Update)
• ORDER 6
• GRUP Statements
• Select

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Term Tips SAMU41 Samples

• GRUP Statements
• Assign statements
• Budgeting
• Assign fall tuition budget component (TU) amount
  of 2750
• ASSN TERM TO 2
  
• ASSN SBTYPE TOR TU
• ASSN SBUD TO 00275000
  
• Term Fields
• Select the record first (always use any with
  term select)
• MUST use _at_ (all) in ASSN
• SLCT 6TERM EQ 2
  
• ASSN 6PENRLT TO_at_ Y
• ASSN 6SHSETYP TO_at_ H
  

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Term Processing Tips

• Term Packaging
• Assign appropriate package group using planned
  enrollment / actual enrollment
• Full Year
• Use Fall data
• Spring Only
• Use Spring data
• Virtual fields provide access to term data
• Fields synced with SAM fields
• SUT.PENRLT
• SUT.AENRLT
• SUT.CLASS
• SUT.ACPROG
• SUT.HOLD1

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Groups Using Term Data
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Groups to Budget by Term