Alliance 2018

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Building AA Reports to Capture FA Ineligible Courses

Session Number: 5046
Track: Academic Advisement
Sub-Categorization: Advisement Setup and Functionality
Session Type: Presentation
Tags: Academic Advisement Report, Delivered Funcationality, Financial Aid, Queries, Student Records
Primary Presenter: Timothy Krug [Assistant Director of Financial Aid Operations - Moody Bible Institute]
Co-Presenter: David Thompson [Associate Registrar - Moody Bible Institute]

355 E => Tue, Mar 27, 2018 (03:45 PM - 04:45 PM)

Session Length - Primary Choice: Mini Session
Knowledge level : Intermediate
Target Audience: Functional
Learning Objective 1: Build the Academic Advisement reports (Course Lists, Academic Requirements, and Requirement Groups) to capture unused courses
Learning Objective 2: Locate necessary query records to configure query for actionable results on unused courses, both for advising staff and financial aid processing
Learning Objective 3: Utilize delivered Financial Aid processing for the removal and restoration of FA units on the unused courses captured by the Academic Advisement reports
Prerequisites : Basic knowledge of Academic Advisement module and components and intermediate knowledge of queries, such as subqueries
Advance preparation: No Advance Preparation Required
Product: PeopleSoft
Version Presenting: PS 9.0
Level of Customization: None or N/A
Level of Partner Integration: Institution Alone
Project Phase: Production
Project Go Live: Earlier than 2017
Your Training in this Area: No formal training in PeopleSoft.
Lay training through HEUG conferences and working with consultants

Description:  Moody Bible Institute needed a systematic approach to finding students’ enrollments that were not required for their degree programs. In using the delivered Academic Advisement components in Campus Solutions, the Institute added a “drip pan” to all Academic Advisement reports to select extra enrollments. These enrollments are then processed in batch by the financial aid office, who ensures students only receive aid for courses required in their degree programs.

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