Georgia Enhancements and Modifications to Baseline Overview
Session Rules Audio will only be available for the instructor. Questions may be entered in the text chat window at any time during the session.
Financial Aid
Financial Aid Using the HOPE Module Title IV and HOPE Authorizations Satisfactory Academic Process College Work Study Interface GSFAPPS Load to Banner
Using the HOPE Module
Using the HOPE Module Background The Georgia Banner Enhanced Financial Aid HOPE Process calculates l transfer and institutional hours to determine HOPE eligibility for financial aid. Georgia s HOPE Scholarship Program is entirely funded by the Georgia Lottery and administered i d by the Georgia Student Finance Commission (GSFC). It provides scholarship and grant assistance to residents of Georgia attending eligible ibl Georgia post-secondary institutions. The HOPE Invoicing Process produces an invoice to be sent to the GSFC.
Using the HOPE Module Process Flow Setting up Codes and Rules Create detail codes for HOPE fund codes (ZSADETC) Establish fund codes (RFRBASE) Define rules for fund codes (RFRMGMT) Specify fund codes used in HOPE processing (ZFRHOPE) Define codes to determine status of HOPE eligibility (ZTVHPEL) Define reason codes for HOPE eligibility (ZTVHPER)
Using the HOPE Module Process Flow Setting up Codes and Rules Define work that should be excluded from HOPE GPA processing (ZHAHPEX) Define level specific codes for HOPE processing (ZTVTIER) Create cross-reference rules for tuition, fees, and books (SOAXREF) Create cross-reference rules for detail category codes (SOAXREF)
Using the HOPE Module Process Flow Setting up Codes and Rules Define rules for HOPE tracking budgeting awarding Define rules for HOPE tracking, budgeting, awarding (ZORRULE)
Using the HOPE Module Create HOPE High School Records (ZORHHSL) Loads eligibility records into ZHAHOPE form Calculate and verify HOPE eligibility Calculate l HOPE Transfer GPA (ZORHTGA) Loads transfer hours into ZHAHOPE form Calculate l HOPE GPA (ZORHGPA) Loads transfer hours from ZORHTGA and institutional hours into ZHAHOPE form
Using the HOPE Module View eligibility data (ZHAHOPE) View institutional and transfer attempted hours View checkpoints for tracking HOPE GPA View Paid Hours data 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 from the GSFC after submitting the invoice file
Using the HOPE Module View individual student data from return file (ZHARCON) Displays Banner and GSFC award amounts and hours per term Verify learning support (ZORLSUP) Provides a list of students with learning support hours that may affect financial aid eligibility Run Reconciliation report (ZHRFARR) Compares payment amounts from the GSFC and Banner
Title IV and HOPE Authorizations
Title IV and HOPE Authorizations Background Students use Georgia Banner Enhanced Financial Aid Title IV and HOPE Scholarship Online Authorizations to provide authorization for handling of funds categorized as Title IV funds or HOPE Scholarship funds. The authorizations follow federal and state guidelines.
Title IV and HOPE Authorizations Process Flow Setting up Codes and Rules Administering 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 Building Rules Create validation codes Modify rules
Title IV and HOPE Authorizations 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 Build Rules Verify validation codes (TVVAUTH) Verify rules for crosswalk validation (GTVSDAX)
Title IV and HOPE Authorizations Executing Authorizations Log in as student with Title IV and HOPE funds Select authorizations Submit authorizations Click submit on verification page 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)
Satisfactory Academic Process
Satisfactory Academic Process Background The Georgia Banner Enhanced Student and Financial Aid Satisfactory Academic Progress (SAP) process calculates transfer and institutional hours and GPA to determine student t eligibility ibilit for financial aid. Federal law requires institutions disbursing Title IV funds to students to create policies for monitoring SAP.
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 rules (ZORRULE)
Satisfactory Academic Process Place students in appropriate SAP groups (ZOBSGRP) Run ZOBSGRP before running ZOBSAPR to ensure students are placed in correct SAP groups Calculate current SAP status (ZOBSAPR) Review individual student s s status (ZOASAPR) Verify status is updated (ROASTAT)
College Work Study Interface
College Work Study Interface Background 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.
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 locations (RJAPLBD) Build job placement rules (RJRPLRL) Build employment default rules (RJRSEDR)
College Work Study Interface Award students entitled to receive Work Study (RPEPCKG/RPAAWRD) Create employment authorization for individual students (RJASEAR) Create FWS###.txt file in ADP to load into Banner Place file in location to be processed
College Work Study Interface Run the CWSI Load process (ZRPWST1) Review error report (zrpwst1.lis) 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)
College Work Study Interface Verify output files Verify updates in Banner (RPAAWRD/RJASEAR) Produce CWSI Remaining Balance Report (ZRRWSTD) Review Balance Report output (.lis file)
GSFAPPS Load to Banner Background The Georgia Student Finance Commission (GSFC) has implemented the GSFAPPS application for all GSFC administered funds beginning with Summer 2006. The application will be loaded into Banner in order for campuses to view all pertinent application data for a student.
GSFAPPS Load to Banner Process Flow Request application/paid Hours data from GSFC Retrieve GAD###.txt file from SURFER Load GAD###.txt file into Banner
GSFAPPS Load to Banner Request data file from GSFC (ZHRAPPS) Download txt file from SURFER inbox Save to a secure location Load txt file into Banner (ZOPAPPL) View application/paid Hours data (ZHAAPPS) View Paid Hours data and history (ZHAHOPE)
Questions
Self-Service Service
Self-Service Service Financial Aid Award by Term Student Information Status Summary
Financial Aid Award by Term
Financial Aid Award by Term Background Provides the ability for students to view and consent to their Financial Aid Awards through Self-Service Banner. The student will view the COA, EFC, and any other resources. The award is broken down by term and any comments related to the award are displayed. There is also a link to reduce or decline an award.
Financial Aid Award by Term Process Flow Administering WebTailor Create/Modify local procedures. Create information text. Create Financial Aid award letter messages. Executing Financial Aid Award Letter
Financial Aid Award by Term Administering WebTailor Log into the Secure Area of Self-Service Banner as the WebTailor Administrator. Create and update local procedures with institutional specific information. twzkoawl.p_get_stu_consent twzkoawl.p_award_letter twzkoawl.p_award_adjustaward adjust twzkoawl.p_adjust_results twzkoawl.p_adjust_report
Financial Aid Award by Term Administering WebTailor Ensure the appropriate roles are selected for each procedure. Update the information text. Creating Financial Aid Award Letter Messages E t RPRBPST t t ifi i f ti t Execute RPRBPST to post specific information to the award letter for a population of students.
Financial Aid Award by Term Executing the Financial Aid Award Letter Acting as the student, log into the secure area of Self-Service Service Banner. Select the Financial Aid Award Letter menu option from the Financial Aid Menu. Select Yes to continue and a term code. Submit each. Select the aid year. The on-line award letter is displayed.
Financial Aid Award by Term Executing the Financial Aid Award Letter Select the Reduce or Decline Award link to make any adjustments to the award. A confirmation is received when this occurs.
Student Information Status Summary
Student Information Status Summary Background As part of the Student System Consolidation Project, OIIT 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 and students. Information such as basic student status, program of study, academic standing, Regents GPA, test scores, Georgia Requirements status (ZOAGARP), HOPE eligibility, and transfer credits would be available in one location.
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 and Financial Aid Menu Select the current registration term Select the appropriate transcript level and type Submit the request.
Student Information Status Summary Viewing the Student Information Status Summary Information Status Summary contains seven information blocks Test Scores Georgia Requirements Regents GPA HOPE Eligibility Status Transfer Credit
Modifications to Baseline
Modifications to Baseline Local Print Solution
Local Print Solution
Local Print Solution Background 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).
Local Print Solution Run Processes to the Database Execute the process from job submission 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.
Questions
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Additional OIIT Resources and Support To create a new or update an existing production down, business interrupting (emergency) support request, call the OIIT Helpdesk immediately 706-583-2001 1-888-875-3697 (toll free in Georgia) For anything else, contact the OIIT Helpdesk at http://www.usg.edu/customer_services (self-service support request) or E-mail helpdesk@usg.edu
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