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Overview


It is critical that the packaging sequence of funds be properly set up or funds will not be properly considered in the awarding process. The Packaging Philosophy Set-up screen provides the ability to define this awarding sequence for the funds that are available at a given campus.



Table of Contents

General Subtab

30
Field NameDescriptionRequired/OptionalTypeValuesBusiness Rules
NameName of the Packaging PhilosophyRequiredText box - alphanumeric 90 characters max

Display NameWhen text is entered into this field, the Packaging Philosophy Display Name is used throughout the portal. If this textbox is blank, the Packaging Philosophy Name is displayed.OptionalText box - 30 characters max

External IDExternal ID from the SIS.OptionalText box - alphanumeric 40 characters max

Description

When this field is selected, the Packaging Philosophy Description is displayed as informational messaging where the Packaging Philosophy Name or Display Name is used in the portal and used as the definition in the glossary. If this textbox is blank, no messaging displays.


OptionalText box - 256 characters max

Indicates whether the Packaging Philosophy is default for the Campus.OptionalCheckbox
  • Selected 
  • Unselected (default)

Only ONE default Packaging Philosophy setup is allowed per campus and the setup must be active to be marked as default.

In order to change the default packaging philosophy, you must first "unselect" the default checkbox on the current default packaging philosophy, save, and then make another packaging philosophy the default.

ActiveIndicates whether the Packaging Philosophy is active.OptionalCheckbox
  • Selected (default)
  • Unselected

Include in GlossaryWhen text is entered into this field, the Fund is included in the Glossary and the description is used as the definition.OptionalCheckbox
  • Selected
  • Unselected (default)
This configuration only displays if Regent Plan is enabled.
Include in My BorrowingWhen this checkbox is selected, this packaging philosophy is included in the My Borrowing feature. Both the minimum and maximum number of packaging philosophies allowed to be included in the My Borrowing feature is two.OptionalCheckbox
  • Selected
  • Unselected (default)
  • A maximum of two packaging philosophies are allowed to be configured to be included in My Borrowing.
  • If a user attempts to set more than two packaging philosophies to be included in My Borrowing, an error message displays.
My Borrowing Display OrderThe My Borrowing Display Order determines the order in which the Packaging Philosophy options display in the tool.RequiredDropdown
  • 1
  • 2

My Borrowing Select Plan MessageWhen text is entered into this field, the message displays when the user selects a borrowing plan in the My Borrowing feature.RequiredTextboxYou selected <Packaging Philosophy Display Name> plan. If you would like to change your plan, please cancel out this election and select a different Borrowing Plan. - (Default)

Fund Name

Displays the name of funds.View Only



Fund Type

Displays the type of fund.View Only


Fund Source

Displays the source of the fund.View Only


Package To

Used to determine the percent or dollar amount to package to.RequiredDrop-down
  • % of Amount of Direct Costs
  • Within $ of Amount of Direct Costs
  • % of Amount Billed By Institution
  • Within $ of Amount Billed By Institution
  • % of FM Need
  • Within  $ of FM Unmet Need
  • % of COA
  • Within  $ of Unmet COA
  • % of Additional COA Requirement
  • Within $ of Additional COA Requirement


Package To Amount

Is used to set the maximum percentage or dollar amount based upon the Package to selection.RequiredText box - numeric 5 characters max



Auto Package


OptionalCheckbox
  • Selected
  • Unselected (default)

If the checkbox is selected, the fund will be included in batch packaging, MAP, and other automated packaging processes.

Priority Order


RequiredText box - numeric 3 characters max


Used to establish the order in which the fund should be packaged. Pell, scholarships, and other non-need based gift aid should be awarded first followed by need-based grants, need-based work, and need-based loans. All non-need based loans should always be listed last in the priority order.