Veterans Custom Documentation

Transcription

1 Veterans Custom Documentation University of Wisconsin - Platteville Created: October 15, 2009

2 Veterans Custom Documentation Table of Contents Veterans Custom Documentation... 2 Veterans, Use Options... 3 Veteran s Administration... 3 Veterans, Setup... 7 Veteran s Student Financial Statements... 7 Veteran SF Items... 8 Veterans, Process... 9 Load Veteran Enrollment... 9 Update Veteran Enrollment Veterans, Report Veteran s Enrl Adds & Drops (VAH001)... 13

3 Purpose Veterans, Use Options Veteran s Administration The Veteran s Administration page provides a method to view or add information for veterans. The veteran s admission information, their veteran s benefits, their current enrollment and transfer information, and their student financials information is available on these pages. Access Method Complete the following navigation. UWP Satellite System, Administer Veteran s Benefits, Use, Veteran s Administration Add Veteran Information Complete the following steps to add the veteran s information to the Veteran s Administration pages. 1. Enter the identification number of the student in the Emplid field 2. Click the Add button. The system display the UWP Application, Veteran s Benefit, Enrollment Transfer and Summary information for the student. Modify, View Existing Veteran Information Complete the following steps to display the Veteran s Administration pages for a veteran whose information has been entered into the Veteran s Administration module. 1. Enter the identification number of the veteran in the Emplid field. 2. Click the Search button. The system display the UWP Application, Veteran s Benefit, Enrollment Transfer and Summary information for the student. If you do not know the Veteran s Emplid, complete the following steps. 1. Click the Advance Search link 2. Enter the student s Emplid, National ID, first name, or last name in the appropriate fields. 3. Click the Search button to display a list of valid values. 4. Locate the student of interest in the Search Results list and click on their Emplid or Name. The system display the UWP Application, Veteran s Benefit, Enrollment Transfer and Summary information for the veteran. UWP Application The system displays the veteran s most recent application information. If the veteran has multiple applications on file in Admission, the system only displays all applications. Application this is the number assigned to the student most recent or current application. Career this is the academic career to which the student has applied and was accepted. Program this is the program to which the student applied and was accepted. Term this is the term to which the student applied and was accepted. Action this is the last admission action for the student s application. Reason this is the reason associated with the admission action for the student s application. Veteran s Benefit Page 3 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

4 The Veteran Benefit Details page provides a mechanism to enter and view existing State and Federal Benefits for a user defined term. Enter the following information in the State Benefits portion of the page. Veteran Group click the drop down list to select the appropriate veteran group for which the veteran qualifies. Eff Date the system displays the current date as the date the State Benefits have been entered. If necessary you can change the date to define the beginning date of the term in which the benefits apply to the veteran. Eff Seq the default of the sequence is 1. The system increases the sequence number when additional information is entered for the veteran on the same day. Status click on the Lookup glass to select the appropriate status of the benefits. A benefits are active I benefits are inactive WI GI Eligible mark the checkbox if the student is eligible for WI GI benefits. WI GI Group If the student is WI GI eligible, click on the drop down list to select the appropriate WI GI Group for the student. Transfer of Entitlement mark the checkbox if the student transfers the entitlement of the state veteran benefits. Enter the following information in the Federal Benefits portion of the page. Information entered in this portion of the page indicates any Post 9/11 benefits which apply to the veteran. Vet Federal Benefit click the drop down list to select the appropriate federal benefit which defines the benefit which applies to the veteran. Eff Date the system displays the current date as the date the Federal Benefits have been entered. If necessary you can change the date to define the beginning date of the term in which the benefits apply to the veteran. Eff Seq the default of the sequence is 1. The system increases the sequence number when additional information is entered for the veteran on the same day. Status click on the Lookup glass to select the appropriate status of the benefits. A benefits are active I benefits are inactive Post 0/11 Group select the appropriate 9/11 group if the student is eligible for federal veteran benefits. Relinquished Chapter click the drop down list to select the appropriate relinquish chapter from the list. Transfer of Entitlement -- mark the checkbox if the student transfers the entitlement of the federal veteran benefits. Kicker Contract mark this check box when a Kicker Contract is on file. Kicker Amount click on the drop down list to select the amount of the Kicker Contract. Buy Up mark this check box when a Buy Up is on file. Buy Up Amount click on the drop down list to select the dollar amount of the Buy Up. Enter the following information in the Notes portion of the page. Information entered in this portion of the page indicates any information that helps when to communicating with the veteran, the status of a student s veteran benefits etc. Page 4 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

5 Eff Date the system displays the current date as the date the notes have been entered. Sequence the default of the sequence is 1. The system increases the sequence number when additional information is entered for the veteran on the same day. Notes enter any information related to a student s veteran status in a free hand form. Enrollment The system displays each semester in which the student was enrolled at UW-Platteville. This information is obtained from the student s Enrollment information. Term the system displays the term for which the enrollment is currently displayed. Career the system displays the career associated with the term which is currently displayed. Program the system displays the academic program. Residency the system displays the residency. Min Total Units the system displays the minimum total units. Current Enrollment the system displays the enrollment for the term defined. Select All click this button to select all courses listed in the Current Enrollment portion of the page. Deselect All click this button to unselect all courses listed in the Current Enrollment portion of the page. Copy Selected Enrollment click this button to copy only the selected enrollment to the Update 128 Enrollment portion of the page. Update 128 Enrollment click this button to move all selected courses from the Current Enrollment to the 128 Enrollment portion of the page. 128 Enrollment courses listed in this portion of the page were copied (or moved) from the Current Enrollment portion of the page and are considered to be part of the 128 limit for the veteran. Click the minus (-) button to the right of the course which you want to remove from the 128 Enrollment portion of the page. Transfer The system displays all transfer information which has been entered for the Veteran. If the veteran has submitted transfer transcripts for several institutions, the system displays a row of information for each institution. Information displayed on this page is from the External Education page. Model Nbr the system displays the number assigned to the Transfer Credit Model associated with the transfer information. External Org ID the system displays the identification number and name of the school associated with the transfer credits. Articulation Term the system displays the term associated with when the veteran s transfer credits were processed. Status the system displays the model status from the Transfer Summary page indicating if the transfer credits have been posted. Transfer Evaluation the system display all transfer information associated the courses. Select All click this button to select all courses listed in the Transfer Evaluation portion of the page. Deselect All click this button to unselect all courses listed in the Transfer Evaluation portion of the page. Copy Selected Transfer click this button to copy only the selected transfer course to the Update 128 Transfer portion of the page. Page 5 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

6 128 Transfer courses listed in this portion of the page were copied (or moved) from the Transfer Evaluation portion of the page and are considered to be part of the 128 limit for the veteran. Click the minus (-) button to the right of the course which you want to remove from the 128 Transfer Evaluation portion of the page. Summary The system calculates and displays the following information Term -- the system displays the current term. Career the system displays the academic career. Residency the system displays the residency. Term Unit Totals Toward 128 the system calculates and displays the current units for the term which count toward the maximum units allowed for the 128 limit. Units which are counted are determined by the information entered on the Enrollment and Transfer tabs. Cumulative Toward 128 (as of the term) the system calculates and displays the total number units for all terms which count toward the maximum units allowed for the 128 limit. Units which are counted are determined by the information entered on the Enrollment and Transfer tabs. Term WI GI Bill Remission Waivers (Calculated) the system displays the term, Seg fees, Other fees and a Total for the term. This information is obtained from Tuition Calculation. State and Federal Benefit Summary The State and Federal Benefit Summary page displays summary information about the student s State and Federal Benefits as entered on the Veteran Benefits page. You may not update any information on this page, it is only for display purposes. Veteran State Benefit Summary this portion of the page displays information entered in the student s States Benefits portion of the Veteran s Benefits page. Veteran Federal Benefit Summary -- this portion of the page displays information entered in the student s Federal Benefits portion of the Veteran s Benefits page. Page 6 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

7 Purpose Veterans, Setup Veteran s Student Financial Statements The Vet SF Statements page provides a place to add description and comments which appear on Student Financial statements for each of the three Veteran Statements. Access Method Complete the following navigation. UWP Satellite System, Administer Veteran s Benefits, Setup, Vet SF Statements Add Description or Comments Complete the following steps to add description or comments to the Veteran Statements in the Vet SF Statements page. 1. Click the Add a New Value tab. 2. Enter UWPLT in the SetId field 3. Click the down point arrow to the right of the Veteran Statement field to select that appropriate value. Fee Waivers Other Waivers Tuition Waivers 4. Click the Add button to display the Statement Names page for the selected waiver. Modify, View Existing Vet SF Statements Complete the following steps to display the Veteran Statements in the Vet SF Statements page. 1. Enter UWPLT in the SetId field. 2. Click the Search button to display the list of Veteran Statements which have been defined. 3. Click the Veteran Statement of interest to display the Statement Names page. Veterans Statement Page Complete the following steps to define the description and comments that appear on the Veteran s statement. 1. Verify UWPLT displays in the SetID field. 2. Click on the down arrow to the right of the Veteran Statement field to select the appropriate statement. Valid values are: V_TUITW Tuition Waiver V_FEEW Fee Waiver V_OTHRW Other Waiver 3. Enter the description that is to appear on the Veteran s statement. 4. Enter the comment that is to appear on the Veteran s statement. 5. Click the Save button. Page 7 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

8 Purpose Veteran SF Items The Veteran Student Financials Items page provides a place to add Student Financials Item types for each of the Veteran Statements. Access Method Complete the following navigation. UWP Satellite System, Administer Veteran s Benefits, Setup, Veteran SF Items Add Description or Comments Complete the following steps to add SF item types to the Veteran SF Items page. 1. Click the Add a New Value tab. 2. Enter UWPLT in the SetId field 3. Click the down point arrow to the right of the Veteran Statement field to select that appropriate value. Fee Waivers Other Waivers Tuition Waivers 4. Click the Add button to display the Statement Names page for the selected waiver. Modify, View Existing Veteran SF Items Complete the following steps to display the Veteran SF Items in the Student Financials Veteran Item Types page. 1. Enter UWPLT in the SetId field. 2. Click the Search button to display the list of Veteran Statements which have been defined. 3. Click the Veteran Statement of interest to display the Statement Names page. Veterans Items Page Complete the following steps to define item types on the on the Veteran s Statement and Item Types. 1. Verify UWPLT displays in the SetID field. 2. Verify the correct Vet Statement displays in the Vet Statement field. 3. Click on the down arrow to the right of the Item Type field to display the list of Valid Values. 4. Click on the Item Type of Interest. 5. Click the Save button. Page 8 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

9 Purpose Veterans, Process Load Veteran Enrollment The Load Veteran Enrollment page provides a mechanism to load veteran s enrollment information into the Veteran s Administration pages. This process is run at the start of the term to update the veteran s enrollment for the user-defined term. When the process completes, the Veterans Enrollment Loading report is generated which lists each veteran whose Veterans Enrollment information was processed. In addition, the Total Veteran Students Processed and Total 128 Enrollment Records Inserted are provided on the report. Access Method Complete one of the following navigation: UWP Satellite System, Administer Veteran s Benefits, Process, Load Vet Enrollment Defining Term Parameters Complete the following steps: 1. Click on the down arrow to the right of the Language field to select the appropriate Language. By default, English displays in the field. 2. Enter the term for which you want to load the veteran s enrollment information into the Veteran s Administration pages. If you do not know the value, click the Lookup glass to display the Look Up Term page and select the term of interest. 3, Click on the down arrow to the right of the Processing Mode and select one of the following values: Simulation select this processing mode when you want to retrieve information but you don t want to update the Veterans Enrollment page. Update select this processing mode when you want to retrieve and update the veteran s information on the Veteran Enrollment page. 4. Click the Save button. WEB Process Scheduler Request Parameters Complete the following steps to generate the report via the WEB: 1. Click on the arrow to the right of the Server Name field and select PSNT. 2. In the Process List portion of the page complete the following steps for the report you wish to generate. A. Mark the checkbox under Select to define the report to want to generate. B. Click on the arrow to the right of the Type field and select Web. C. Click on the arrow to the right of the Format field and select PDF. When the report is run this will allow you to view a copy of the report over the web. 3. Click on the OK button to start the Process. Process Monitor Link Use the Process Monitor Link to review the status of scheduled or running processes. You can view all processes to see the status of any job in the queue and control any processes you ve initiated. Complete the following steps: 1. Click on the Process Monitor Link at the top of the Report Page. Page 9 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

10 2. Click the Refresh button to check the status of the process. If the Run Status is listed as Success, then your report has run successfully. 3. Click on the Go Back link at the bottom of the Process Monitor page to return to the Report page. Report Manager Link Use the Report Manager Link to view the various reports you have generated. The Report Manager Link provides a secured mean to view report content and see content detail messages. Complete the following steps: 1. Click on the Report Monitor Link at the top of the Report page. 2. Click the Administration tab to display the Report Detail page. 3. Locate the report you want to view. 4. At the far right side of the page, click the Detail link associated with ther report to display the Report Detail page. NOTE: If necessary log into the system. 5. Locate the XXXX.PDF file where XXXX represents the name of the file you want to view. The system displays the report in the PDF format. This information should appear in the File List portion of the page. Page 10 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

11 Purpose Update Veteran Enrollment The Update Veteran Enrollment page provides a mechanism to update veteran s enrollment information on the Veteran s Administration pages. Typically this process is run once each term to update the veteran s units earned, official grade, and repeat code. When the process completes, the Veterans128 Enrollment Update report is generated which lists each veteran whose Veterans Enrollment information was processed. In addition, the Total Veteran Students Processed and Total 128 Enrollment Records Inserted are provided on the report. Access Method Complete one of the following navigation: UWP Satellite System, Administer Veteran s Benefits, Process, Update Vet Enrollment Defining Term Parameters Complete the following steps: 1. Click on the down arrow to the right of the Language field to select the appropriate Language. By default, English displays in the field. 2. Enter the term for which you want to update the veteran s enrollment information into the Veteran s Administration pages. If you do not know the value, click the Lookup glass to display the Look Up Term page and select the term of interest. 3, Click on the down arrow to the right of the Processing Mode and select one of the following values: Simulation select this processing mode when you want to retrieve information but you don t want to update the Veterans Enrollment page. Update select this processing mode when you want to retrieve and update the veteran s information on the Veteran Enrollment page. 5. Click the Save button. WEB Process Scheduler Request Parameters Complete the following steps to generate the report via the WEB: 1. Click on the arrow to the right of the Server Name field and select PSNT. 2. In the Process List portion of the page complete the following steps for the report you wish to generate. A. Mark the checkbox under Select to define the report to want to generate. B. Click on the arrow to the right of the Type field and select Web. C. Click on the arrow to the right of the Format field and select PDF. When the report is run this will allow you to view a copy of the report over the web. 3. Click on the OK button to start the Process. Process Monitor Link Use the Process Monitor Link to review the status of scheduled or running processes. You can view all processes to see the status of any job in the queue and control any processes you ve initiated. Complete the following steps: 1. Click on the Process Monitor Link at the top of the Report Page. 2. Click the Refresh button to check the status of the process. Page 11 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

12 If the Run Status is listed as Success, then your report has run successfully. 3. Click on the Go Back link at the bottom of the Process Monitor page to return to the Report page. Report Manager Link Use the Report Manager Link to view the various reports you have generated. The Report Manager Link provides a secured mean to view report content and see content detail messages. Complete the following steps: 1. Click on the Report Monitor Link at the top of the Report page. 2. Click the Administration tab to display the Report Detail page. 3. Locate the report you want to view. 4. At the far right side of the page, click the Detail link associated with ther report to display the Report Detail page. NOTE: If necessary log into the system. 5. Locate the XXXX.PDF file where XXXX represents the name of the file you want to view. The system displays the report in the PDF format. This information should appear in the File List portion of the page.. Page 12 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

13 Veterans, Report Veteran s Enrl Adds & Drops (VAH001) Purpose The Veteran s Adds & Drops report provides a listing of all the students that are active in the user defined veteran s group and who have added or dropped a class for the user-defined term within the user defined date range. NOTE: This report is placed in your drop box upon completion. In addition, a PDF is generated. Access Method Complete the following navigation to display the Veteran s Enrl page. 1. UWP Satellite System, Administer Veteran s Benefits, Reports, Veteran s Enrl Adds & Drops 2. Click Add a New Value link to create the new run control identification. To use existing run control identification, click Find an Existing Value link. If you click Add a New Value link, enter the new identification in the Run Control ID field and click Add. If you click Find an Existing Value link, click Search to display a list of valid run control identifications. Double-click on the desired run control. Defining the Parameters Complete the following steps to define the parameters. 1. Click the Lookup glass to the right of the Term field to select the term for which you want to run the report. For example, to generate the report for the spring 2010 term, select Enter the appropriate date in the From Date field. For example if you want to generate the report with the beginning date of Sept 1, 2009, enter in the From Date field. 3. Enter the appropriate date in the End Date field.. For example if you want to generate the report with the ending date of June 1, 2010, enter in the From Date field. 4. Click the Save toolbar button to save the parameters. 5. Click the Run toolbar button to display the Process Scheduler dialog. Once the report completes, the output file (VAH001.xls) is saved in the user s drop box. WEB Process Scheduler Request Parameters Complete the following steps to generate the report via the WEB: 1. Click on the arrow to the right of the Server Name field and select PSNT. 2. In the Process List portion of the page complete the following steps for the report you wish to generate. A. Mark the checkbox under Select to define the report you to want to generate. B. Click on the arrow to the right of the Type field and select Web. C. Click on the arrow to the right of the Format field and select PDF. When the report is run this will allow you to view a copy of the report over the web. 3. Click on the OK button to start the Process. Process Monitor Link Use the Process Monitor Link to review the status of scheduled or running processes. You can view all processes to see the status of any job in the queue and control any processes you ve initiated. Page 13 Copyright (c) University of Wisconsin System Board of Regents 04/07/11

14 Complete the following steps: 1. Click on the Process Monitor Link at the top of the Report Page. 2. Click the Refresh button to check the status of the process. Page 14 Copyright (c) University of Wisconsin System Board of Regents 04/07/11