Financial Aid

Date: May 4-7, 1999

Instructor: Susan de Jong

Description:

The Financial Aid module helps our institution manage all aspects of financial aid processing, including initial filing of aid applications, tracking continued student eligibility and need for aid, automatically posting aid awards to accounts receivable, and tracking award recipients. Additionally, the use of rules and the rules processor can aid the decision making process by automatically updating the status of records and fields based on user defined criteria. There are import/export utilities available as well to assist with electronically transmitting and receiving information from government and other agencies. The module also provides a variety of reports used for the analysis of student retention projections, recipient populations, budgeted and actual awards, and governmental compliance.

Purpose:

This class provides key decision makers and administrators with the knowledge to begin the implementation of the Financial Aid module. Course objectives are achieved through lecture, discussions, hands-on exercises, and case studies. Specifically, the class provides:

• The information required for module setup
• A high level overview of required and optional data
• A review of reporting capabilities for effective awarding and distribution of aid
• A review of this module's relationship to other Colleague modules
• A file structure overview of the module

Audience:

• Computer center and project management staff responsible for managing and implementing the Colleague product
• Financial Aid Directors, Bursars, and Budget Directors who require knowledge of data integration and functionality

Prerequisites:

• Completion of the Envision Terms and Concepts computer-based tutorial (if you use the character-based interface) or familiarity with the Guide to Colleague Interfaces (if you use one of the graphical user interfaces)
• Completion of the Student System computer-based tutorial
• Core Concepts training by Datatel or client staff
• Review of the Implementation Approach Document
• Familiarity with current aid evaluation/awarding policies and procedures

Course Length:

Four days - 9:00 a.m. to 5:00 p.m.