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Overview

Below are the setup items to be used for each site that you configure in the system.



Table of Contents

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General Subtab

Field NameDescriptionRequired/OptionalType

Values

Business Rules

Name

Name of the siteRequired

Text box - 60 characters maximum


Used in UI and in student communications.

Display Name


OptionalText box - 500 characters max


Used in the student portal in the drop-down menu.

Description


OptionalText box - 256 characters max


Used in UI and in student communications.

OPEID

Office of Postsecondary Education ID of this SiteRequiredText box - 8 characters maximum


Indicates the physical location where the student is attending class. Reported as the <EnrollmentSchoolCode> in the disbursement block of the COD Export record. Each approved branch/alternate location will a separate 8-digit OPEID on the Program Participation Agreement. In most cases, the OPEID will be the 6-digit main OPE-ID with a two-digit location ID appended to it. However, if the institution has more than 100 locations, the first digit of the 8 digit location ID will contain the value that would normally reside in the hundreds value for the two-digit suffix (example: The Institution's OPEID = 001234 and this is the 224th location, then the location's OPEID would be 20123424).

Inherit from Campus


OptionalCheckbox
  • Selected
  • Unselected

If selected, the Federal School Code value is inherited from the Campus.

Enable My Borrowing

Determines if My Borrowing will be displayed in Student Experience for students at the site.OptionalCheckbox
  • Selected (default)
  • Unselected 
When this field is selected, this site is enabled for the My Borrowing feature. If a program is associated with multiple sites, only programs for sites that are enabled are included in the My Borrowing feature.

Enable Additional Regent Plan Components

Determines if Regent Plan components other than My Borrowing will be displayed in Student Experience for students at the site.OptionalCheckbox
  • Selected (default)
  • Unselected 
When this field is selected, Regent Plan tools (with the exception of ‘My Borrowing’) will be presented in Student Experience to students at this site IF ‘Enable Additional Regent Plan Components' is also selected for the student's program. If the field is unselected, students at this site will not be presented with Regent Plan tools in Student Experience. This setting is independent of 'Enable My Borrowing' configuration. My Borrowing and Advisor Assist are not affected by this setting. 

External Site ID


OptionalText box - 60 characters max


Used in data exchange between the system and the school's student information system and other third-party systems.

Federal School Code


RequiredText box - 6 characters maximum


Used to associate ISIRs with the site. The system uses the Federal school code to match the ISIR record to the appropriate Campus, and/or Site beginning with the site. Sites can inherit the Federal school code from the Campus.

X#####; Valid characters for the first position are 0 (zero), B, E, or G.

Process ISIR records for Site


OptionalCheckbox
  • Selected
  • Unselected

Indicates whether or not the Import ISIR or DEX File Watcher functionality will process ISIRs automatically for this site.

Set as Default Site for Campus?


OptionalCheckbox
  • Selected
  • Unselected

If this box is selected, this site is designated as the default site for the campus it has been created under. There can be only one default site per campus. If during ISIR import, the user is choosing to create students on import, the students will be created in the site designated as the default site.

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Mailing Address

Inherit from Campus


OptionalCheckbox
  • Selected
  • Unselected

If checked, values are inherited from Campus.

Line 1

The first line of the school's mailing addressOptionalText box - 40 characters max


Available for inclusion in student communications.

Line 2

The second line of the school's mailing addressOptionalText box - 40 characters max


Available for inclusion in student communications.

City

The City value for the school's mailing addressOptionalText box - 30 characters max


Available for inclusion in student communications.

State

The State value for the school's mailing addressOptionalDrop-down


Available for inclusion in student communications.

Postal Code

The Postal Code value for the school's mailing addressOptionalText box - 13 characters max


Available for inclusion in student communications.

County

The County value for the school's mailing addressOptionalText box - 30 characters max


Available for inclusion in student communications.

Nation

The Nation value of the school's mailing addressOptionalDrop-down


Available for inclusion in student communications.

Phone Number

The Phone Number value for the schoolOptionalText box


Available for inclusion in student communications.

Fax Number

The Fax Number value for the schoolOptionalText box


Available for inclusion in student communications.

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Street Address

Same as Mailing


OptionalCheckbox
  • Selected
  • Unselected

If selected, values are inherited from the Mailing address.

Line 1

The first line of the school's mailing addressOptionalText box - 40 characters max


Available for inclusion in student communications.

Line 2

The second line of the school's mailing address

OptionalText box - 40 characters max


Available for inclusion in student communications.

City

The City value of the school's mailing addressOptionalText box - 30 characters max


Available for inclusion in student communications.

State

The State value of the school's mailing addressOptionalDrop-down


Available for inclusion in student communications.

Postal Code

The Postal Code value of the school's mailing addressOptionalText box - 13 characters max


Available for inclusion in student communications.

County

The County value of the school's mailing addressOptionalText box - 30 characters max


Available for inclusion in student communications.

Nation

The Nation value of the school's mailing addressOptionalDrop-down


Available for inclusion in student communications.

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Email Settings for Communications

Inherit from Institution


OptionalCheckbox
  • Selected
  • Unselected

If the information is the same as the Institution, selecting the box will allow for the information to be pre-populated based upon the Institution information.

From Name


OptionalText box - 100 characters max


Used in student communications.

From Address


OptionalText box - 100 characters max


Used in student communications.

CC From Name


OptionalText box - 100 characters max


Available for inclusion in student communications.

CC From Address


OptionalText box - 100 characters max


Available for inclusion in student communications.

BCC From Name


OptionalText box - 100 characters max


Available for inclusion in student communications.

BCC From Address


OptionalText box - 100 characters max


Available for inclusion in student communications.

Content Used in Communications

Inherit from Campus
OptionalCheckbox
  • Unselected
  • Selected (default)
The configured information can be used in communication templates (e.g. emails, text).
Website Address
OptionalText box - 100 characters max
The configured information can be used in communication templates (e.g. emails, text).
Email Address
OptionalText box - 100 characters max
The configured information can be used in communication templates (e.g. emails, text).


Identifiers Tab

Field NameDescriptionRequired/OptionalTypeValuesBusiness Rules

Inherit from Institution


OptionalCheckbox
  • Selected
  • Unselected

(A separate checkbox exists for each item in this section)
If the information is the same as the Institution, selecting the box will allow for the information to be pre-populated based upon the Institution information.

COD Source ID


OptionalText box - 8 characters max


The COD Export process will export the COD Source ID in the Routing ID tag within the <Source> element.

Third Party Servicer
RequiredDrop-down
  • Inherit (default)
  • Yes
  • No

If Inherit, the COD Export process must inherit this configuration from Campus Setup.

If Yes, the COD Export process will export the COD Source ID into the Routing ID tag within the <ThirdPartyServicer> element.

If No, the COD Export process will export the COD Source ID into the Routing ID tag within the <School> element.

COD Reporting Entity ID


OptionalText box - 8 characters max


The COD Export process will export the COD Reporting Entity ID in the Routing ID tag within the <ReportingSchool> element. The Reporting School Routing ID is the ID for the school that sends and receives data for the campuses and sites that it serves.

COD Attended Entity ID


OptionalText box - 8 characters max


The COD Export process will export the COD Attended Entity ID in the Routing ID tag within the <AttendedSchool> element. The Attended School Routing ID is the institution, campus or site where the student attends class if that location has its own Pell Grant or Direct Loan code.

FDSL Program ID


OptionalText box - 6 characters max


When a Federal Direct or PLUS loan is created, the FDSL Program ID is included within the Financial Award ID. The COD Export process will export the <FinancialAwardID> tag in the COD record for the student.

X#####; Valid characters for the first position are 0 (zero), B, E, or G

Region/Group ID


OptionalText box – 50 characters max


Used by schools in reporting to group sites into regions or groups as defined by the school.

Title IV Eligibility ID


OptionalText box - 6 characters max


X#####; Valid characters for the first position are 0 (zero), B, E, or G


Programs Tab

Field NameDescriptionRequired/OptionalTypeValuesBusiness Rules
Program AssociationsList of programs offered at this site, based on the options chosen in Program SetupRead onlyText box