Self-Service Financial Aid
Overview
Summer IIPS 2016
Financial Aid Setup
Setup Resource
We used the Self-Service Financial Aid
Implementation guide to setup the
Financial Aid module. It’s available
at NCLOR for download.
FCIB – FA Checklist Batch
Run after importing ISIRs using the same savedlist in order to assign
and update checklist items in FA Self-Service.
Appl Complete Date
This field in FASI indicates to FA Self-Service that a student has completed all of their
application items and they are ready to review their awards in FA Self-Service.
RLDE – Rule Definition
Create the rule FAACDBSS to pull students who have a Financial Aid file complete
date. The CS.YEAR will need to be updated when the FA Year changes.
2016
RLPC – Process with Rule
Create a saved list using the rule created above on RLDE. This year
will need to be updated as the year changes, also.
ACDB – Application Completion Date Batch
Loan Schools – PLRS – Pending Award Requests Summary
Views
FSCV – FA Self-Service Counselor View
This Colleague form will provide FA administrators with a version of exactly what
students can see in Self-Service.
FSCV Colleague Forms
Self-Service Financial Aid View
Student View
Students will access Financial Aid From the Financial Aid Checklist link in
WebAdvisor
WebAdvisor
Self-Service
Required Documents
This student has submitted their FAFSA and now the Financial Aid office is requesting
documents. If the student clicks on Complete required documents link, they can
see what has been received and what needs to be submitted.
Completed Checklist
This is what a student will see after their financial aid has been processed and
awarded. To access their award letter, they will click Review and sign your Financial
Aid Reward Letter
• We’re not a loan
school, so all of our
aid is gifted. Because
of this, our student’s
don’t have to
“accept” or sign an
award letter. In our
case, this is just for
their review.
• Idea 44937 – This is a
request for an
enhancement that
would allow colleges
to remove this
component. Please
consider promoting
this on the Ellucian
Hub.
SAP
This is the view of a student’s Satisfactory Academic Progress. Students can see the
details of their progress where they haven’t been able to see them before.
Shopping Sheet
Students also have access to their Shopping Sheets from within the Financial Aid module
Important
Notes
To
Remember:
•
FA Self-Service is not exactly real-time, it is more of
an overnight process unlike WebAdvisor. Some
things require the Application Pools to be reset to
take effect.
•
Check your Rule Failure Messages on RLDE since
this information is visible to students.
•
Be sure to consider how your students are directed
to FA Self-Service and provide appropriate
instructions.
•
Consider information that will be visible to students
and be sure it is set-up and updated accordingly
such as Satisfactory Academic Progress, Financial
Aid Counselor information, Federal Shopping
Sheet, Average Aid Package amounts, and Helpful
Resource Links.
•
Make sure your Self-Service Finaidcounselor roles
and permissions are assigned correctly or some
features will not be visible in Self-Service.
•
Update your Financial Aid security class in
WebAdvisor to include HWBFA
???Questions???