PowerFAIDS User Group

Transcription

1 PowerFAIDS User Group Tonya Davis, Anderson University Carey Hunter Sinclair, PowerFAIDS Consultant

2 One of my favorite sayings: PowerFAIDS protects us from ourselves.

3 Agenda: Tips and Tricks

4 SIMULATION IS YOUR FRIEND! You can run any process in SIMULATION as frequently as you d like. Will display errors/rejects Will display records ready to process

5 Keystroke Shortcuts F1 = User Guide Ctrl H = Home (Student Module Only) Ctrl F = Advanced Search Ctrl Y = Search All Years Ctrl W = Batch Wizard Tab in grid mode (or shift+tab to move back)

6 Four different Search Options 1. Simple Search 2. Advanced Search 3. Grid Search 4. Selection Set Search

7 Did you know... PowerFAIDS saves our name lists? (At least until you close our of PF or change years)

8 Grid Functionality within PowerFAIDS Export list from any grid in PF Copy/Paste ID for batch posting or reporting Sort within PF header on column Filter within PF Grid view (and Report Output view)

9 Grid Functionality Export You can Export (almost) any list from the Grid screen in PF

10 Grid Functionality Copy/Paste You can Copy and Paste ID (or SSN) numbers for Batch Posting or Reporting. Note: If you can see it on the screen you can copy if from the screen, but if your list is too long to see on the screen, you will need to export it into excel and then copy/paste.

11 Grid Functionality Sort or Filter You can sort any list by mnemonic, name, date, etc.

12 You can add custom Header and Footer details to any grid output from the Print Preview screen?

13 Print from any Grid: Header and Footer

14 Views Yearly Comparison Collapse General Info on Packaging History and Award Year Totals Packaging - Interim Results Other Years Initial View Option

15 Views: Other Years

16 Views: Initial View This is workstation specific and does not affect any other user. Option can be changed as frequently as needed.

17 Administration Custom Data Activate/Inactivate Custom Data Fields Sort for Custom Data Fields

18 Custom Data Activate/Inactivate Sort

19 Tips and Tricks - Administration Parameter X Ref Active Users license maximum reached Automated Packaging Fund Attributes invoked

20 Tips and Tricks Report Writer Standard Report Selection Sets Custom Report for Fund Gov ID

21 Additional Topics Automated Packaging Net Partner Communication flow efficiencies QC s Direct Loan processing R2T4 Features Jenzabar integration Scheduler (reports, etc) Multiple POE s Training Opportunities open cannot view student record without closing

22 PowerFAIDS allows for programming to automate awarding student records. Once programming is setup, you can award one student at a time or do batch packaging for multiple students.

23 Communication flow efficiencies Communications can be processed using the batch process functionality, including: Missing Information Letters Award Letters Loan Disbursement Notifications

24 Examples

25 Direct Loan Processing Tips: Run any DL process (origination, disbursement to COD, transfer aid to student account) in SIMULATION for all students/all terms to determine who will reject and who the system says should go.

26 Jenzabar Integration Jenzabar and PowerFAIDS are step-brother and sister. Almost as close to an integrated system as you can get (without actually being integrated). Jenzabar s Configure Optional Student Data Elements for Transfer has a set number of field values that can be transferred. Strictly Copy & Paste function. No translations can take place. The Configuration options are set & save meaning that you can only have one configuration setting in the system at a time. If you want to push different pieces of data for different population groups, you can, but you must change the configuration settings between process runs. There are other integration tools available including flat file format and xml

27 Multiple POE s PowerFAIDS does allow for multiple POEs for a term (ie: mini-term/session) HOWEVER: The PF award letter templates provided will not print more than 5 POE s on an award letter.

28 Open- Cannot view student module If your license maximum is not exceeded, open the PF Student module a second time (depending on what type of setup your IT department has). REMEMBER TO CLOSE THE SECOND INSTANCE AGAIN RIGHT AWAY.

29 Net Partner Net Partner is a financial aid portal that can be linked by single sign on to your current institutional website, or can be a stand alone financial aid portal that your student can log into directly. Can be managed at the aid office level. Provides to the student up to the minute information (as defined by YOU) to: Awards Documents (with links to internal and external documents) Financial Aid Disclosure (student specific) Messages Scheduled Disbursements Online Application/Questionnaire

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31 QCs Quality Control Rules For QC functions at the user level I recommend creating selection sets that can look for problems. Over awards Registered hours vs Awarded hours Class Level discrepancies ATB Code discrepancies MYTM Records DR RR Tracking Status Ready to Verify

32 R2T4 Processing Ensure your scheduled break dates are setup properly on the POE.

33 R2T4 Processing Update Student Record

34 Scheduler NOTE: Scheduler service can only be run from one dedicated computer

35 Training Opportunities PowerFAIDS User Conference (precedes NASFAA every year) No cost except travel and meals PowerFAIDS Online webinars and recorded trainings PowerFAIDS listserve PowerFAIDS Consultants* FA Rocks! *Contact The College Board for additional information

36 Presenter Contact Information Tonya Davis Assistant Director Financial Aid Planning Anderson University Carey Hunter Sinclair PowerFAIDS Consultant Apple Pi Consulting, limited apple314.com