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2 Audio will only be available for the instructor. If you are experiencing audio problems, please check the sound settings on your computer and/or log out and back into Wimba. Questions may be entered in the text chat window at any time during the session.

3 Using the HOPE Module HOPE Enhanced Disbursement Title IV and HOPE Authorizations Satisfactory Academic Process College Work Study Interface GSFAPPS Load to Banner Self Service Student Information Status Summary Local Print Solution

4 Using Ui the HOPE Module The Georgia Banner Enhanced Financial Aid HOPE Process calculates transfer and institutional hours to determine HOPE and Zell Miller eligibility for financial aid. Georgia s HOPE Scholarship Program is entirely funded by the Georgia Lottery and administered by the Georgia Student Finance Commission (GSFC). It provides financial assistance to residents of Georgia attending eligible Georgia post secondary institutions. The HOPE Invoicing Process produces an invoice to be sent to the GSFC.

5 Using the HOPE Module Process Flow Setting up Codes and Rules Define work that should be excluded from HOPE & Zell Miller GPA processing g( (ZHAHPEX) Define level specific codes for HOPE & Zell Miller processing (ZTVTIER) Create cross reference reference rules for invoicing (SOAXREF) Create cross reference rules for detail category codes (SOAXREF) Create cross reference rules for Learning Support courses (SOAXREF)

6 Using the HOPE Module Process Flow Setting up Codes and Rules Define rules for HOPE/Zell Miller tracking, budgeting, awarding (ZORRULE) Create HOPE/Zell Miller High School Records (ZORHHSL) Loads eligibility records into ZHAHOPE form

7 Using the HOPE Module Process Flow Calculate and verify HOPE eligibility Calculate HOPE Transfer GPA (ZORHTGA) Loads transfer hours into ZHAHOPE form Calculate HOPE GPA (ZORHGPA) Loads transfer hours (calculated by ZORHTGA) and institutional hours into ZHAHOPE form Calculate Zell GPA (ZORZGPA) Loads transfer hours (calculated by ZORHTGA) and institutional Loads transfer hours (calculated by ZORHTGA) and institutional hours into ZHAHOPE form

8 Using Ui the HOPE Module Process Flow View eligibility data (ZHAHOPE) View institutional and transfer attempted hours View checkpoints for tracking HOPE GPA View checkpoints for tracking Zell GPA View Paid Hours data

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10 Using the HOPE Module Process Flow Create the HOPE Invoicing Extraction File (ZHRHINV) Extracts records to be sent to the GSFC for payment Load the GSFC Return File (ZHRGHIL) Provides fund payment information i from the GSFC after submitting the invoice file View individual student data from return file (ZHARCON) Displays Banner and GSFC award amounts and hours per term

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12 Using the HOPE Module Process Flow Verify learning support (ZORLSUP) Provides a list of students with over 30 (semester level) learning support hours that may affect financial aid eligibility

13 Using the HOPE Module Process Flow Run Reconciliation report (ZHRFARR) Compares payment amounts from the GSFC and Banner

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15 HOPE Enhanced Disbursement The HOPE Enhanced Disbursement process automatically applies per hour pay rates to HOPE Scholarship, HOPE Grant and Zell Miller Scholarship disbursements. (Per hour rates, for HOPE/HOPE Grant/Zell Miller, are published by the Georgia Student Finance Commission.)

16 HOPE Enhanced Disbursement Process Flow Functional Setup Fund Management Form (RFRMGMT) Detail Code Rules Tab Detail Codes representing Tuition should be set to 100% Disbursement Tab Use Attending Hours should be checked. Technical Setup Script is run to create ZHRCDHR table for HOPE Scholarship/HOPE Grant/Zell Miller Fund Codes. The ZHRCDHR table stores the per hour rates, by fund.

17 HOPE Enhanced Disbursement Process Flow Run RPEDISB (online or in batch) th) Verify the correct amount memoed/disbursed for HOPE Scholarship/HOPE Grant/Zell Miller funds. Disbursement amount is based on hours of enrollment and the per hour rates provided by the GSFC.

18 Title IV and HOPE Authorizations i Students use Georgia Banner Enhanced Financial Aid Title IV and HOPE Online Authorizations to provide authorization for handling of funds categorized as Title IV funds or HOPE funds. The authorizations follow federal and state guidelines. Note: For the Aid Year, the book allowance is available to ACCEL recipients. (HOPE/Zell recipients are not eligible.)

19 Title IV and HOPE Authorizations i Process Flow Administering i i WebTailor Log into the secure area of Banner Self Service Select New WebTailor Administration Select Information Text label Modify Information Text Assign privileges for HOPE authorization Exit WebTailor

20 Title IV and HOPE Authorizations Process Flow Building Rules Create validation codes (TVVAUTH) Modify rules, by Fund Source (FDRL & HOPE) on GTVSDAX As WebTailor Administrator Customize Information Text Labels from GTVSDAX are used to modify or reorder text Create appropriate privileges for ztgkauth.zp_authorize_from_login

21 Title IV and HOPE Authorizations Process Flow Executing Authorizations Log in as student with Title IV funds Note: Beginning Fall 2011 the HOPE Book Authorization no longer applies to HOPE recipients. Only ACCEL recipients can receive book funds. Select authorizations Submit authorizations Click submit on verification page

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23 Title IV and HOPE Authorizations Process Flow Verification of Authorizations Authorizations made by student placed on Authorization Form (TVAAUTH) Prevents refunding of Financial Aid by using Auto Refunding of Credit Amounts Process (TSRRFND)

24 Satisfactory Academic Process The Georgia Banner Enhanced Student and Financial Aid Satisfactory Academic Progress (SAP) process calculates transfer and institutional hours and GPA to determine student eligibility for financial aid. Federal law requires institutions disbursing Title IV funds to students to create policies for monitoring SAP.

25 Satisfactory Academic Process Process Flow Setting up Codes and Rules Create group codes (ZTVSGRP) Establish Quantitative and Qualitative hours for SAP and GPA rules (ZORSAPR) Set grade codes (ZHASGRD) Create progress codes in baseline (RTVSAPR) Create aid year specific SAP Group rules (ZORRULE)

26 Satisfactory Academic Process Process Flow Place students t in appropriate it SAP groups (ZOBSGRP) Calculate current SAP status (ZOBSAPR) Review individual student s status (ZOASAPR) Verify status is updated (ROASTAT)

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28 College Work Study Interface The Georgia Banner Enhanced Student and Financial Aid College Work Study Interface (CWSI) process inserts College Work Study payroll information from ADP into Banner, eliminating manual entry. Users maintain CWSI through Banner baseline and Georgia Enhancements.

29 College Work Study Interface Process Flow Setting up Codes and Rules Create Authorization Status Codes (RTVAUST) Establish job skills (RJRJREQ) Associate job titles and descriptions with valid pay rates (RJRJOBT) Establish name and address information for student employment Establish name and address information for student employment locations (RJAPLBD)

30 College Work Study Interface Process Flow Setting up Codes and Rules Build job placement rules (RJRPLRL) Build employment default rules (RJRSEDR) Award students entitled to receive Work Study (RPEPCKG/RPAAWRD)

31 College Work Study Interface Process Flow Create employment authorization for individual students (RJASEAR) The EPOP006 process is run in ADP. The process creates an epop006.txt file to load into Banner Place file in your $DATA_HOME/tapedata/finaid directory to be processed (rename CWS######.txt ) Run the CWSI Load process (ZRPWST1) Review error report (zrpwst1.lis)

32 College Work Study Interface Process Flow Make corrections based on error messages in.lis file Rerun the CWSI Load Process until no errors are encountered Run the CWSI Update process (ZRPWST2) Verify output files

33 College Work Study Interface Process Flow Verify updates in Banner (RPAAWRD/RJASEAR)

34 College Work Study Interface Process Flow Produce CWSI Report (ZRRWSTD) Review Balance Report output (.lis file)

35 GSFAPPS Load to Banner The Georgia Student Finance Commission (GSFC) implemented the GSFAPPS application for all GSFC administered funds beginning with Summer The application is loaded into Banner in order for campuses to view all pertinent application data for a student.

36 GSFAPPS Load to Banner Process Flow Manual process Request application/paid Hours data from GSFC Retrieve GAD###.txt file from SURFER Load GAD###.txt file into Banner Automatic process Request data file from GSFC (ZHRAPPS) Download txt file from SURFER inbox Save to a secure location

37 GSFAPPS Load to Banner Process Flow Load txt file into Banner (ZOPAPPL) View application/paid Hours data (ZHAAPPS) View Paid Hours data and history (ZHAHOPE) Note: Beginning Fall 2011, 1 st /2 nd Loss of Eligibility dates for HOPE/Zell Scholarships are loaded into ZHAAPPS. The 7 year Eligibility Expiration Date is also loaded, along with HS Grad Date information.

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39 Self Service Student Information Status Summary As part of the Student System Consolidation Project, ITS provided an enhancement to display student advisement and status information in a single Self Service Banner web page (Student Information Status Summary) for access by both advisors di and students. Information such as basic student status, program of study, academic standing, Regents GPA, test scores, Georgia Requirements status (ZOAGARP), HOPE & Zell eligibility, and transfer credits are be available in one location.

40 Self Service Student Information Status Summary Accessing the Student Information Status Summary as a Student Log in to the Secure Area of Self Service Banner Access the View Student Information menu option from the Student Menu Select the current registration term Select the appropriate p transcript level and type Submit the request.

41 Self Service Student Information Status Summary Viewing the Student Information Status Summary The HOPE & Zell Miller Eligibility Status sections include the following: Eligibility Status Date HOPE/Zell GPA s

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43 Local Print Solution Modifications provide users the ability to view and print process.lis and.log files in Banner rather than users directly accessing the operating system. This enhancement also creates a.pdf of the.lis file and permits the saved documents to be opened directly from the Process Submission Controls form (GJIREVO).

44 Local Print Solution Run Processes to the Database Execute the process from job submission i using Database in the Printer field. When process has completed, output may be viewed by selecting the Saved Output Review form (GJIREVO) from the Options menu.

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46 Defined: Dfi a group of people who share an interest, a craft, and/or a profession The GeorgiaBEST Community of Practice: Student Accounts Receivable Financial Aid DegreeWorks Hosted Insitutions Development*

47 The GeorgiaBEST user community is designed to: Replace the formergabest L listserv. Enhance your ability to exchange information with other GeorgiaBEST users on campuses throughout the USG. To sign up for the GeorgiaBEST BESTCOP COP, go to B975686B07 and request an invitation.

48 Share valuable presentation tti resources with your peers related to the GeorgiaBEST suite of products through the GeorgiaBEST Community. To add a presentation to the Learning Library: Log in to the GeorgiaBEST Community In the top navigation bar, click Documents Under Folders, click GeorgiaBEST Learning Library Click Add File to add a new presentation If you have not yet signed up, you can send any presentations you want to submit to the Learning Library to nicole.pittard@usg.edu. edu

49 With Authoritative Source Location Banner Baseline Georgia Enhancements DegreeWorks TouchNet Ellucian Community of Practice GeorgiaBEST Communities of Practice Ellucian Documentation GeorgiaBEST Documentation Ellucian Documentation TouchNet Documentation The Commons GeorgiaBEST User Community GeorgiaBEST Accounts Receivable Community Ellucian Customer Support Center GeorgiaBEST Production Support website Ellucian Customer Support Center TouchNet Client Community GeorgiaBEST DegreeWorks Community /DWk / GeorgiaBEST Financial Aid Community GeorgiaBEST Hosted Institutions Community GeorgiaBEST Student Community

50 To create a new or update dt an existing iti production down, business interrupting (emergency) support request, call the ITS Helpdesk immediately (toll free in Georgia) For anything else, contact the ITS Helpdesk at (self support request) or E mail helpdesk@usg.eduedu Note: Self-Service requires login using a user ID and access code. Contact the ITS Helpdesk at helpdesk@usg.edu to obtain self-service login credentials.

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