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titleTable of Contents
Table of Contents

Overview

More text 

The Export Fund Awarding Information File Process is available to Regent Fund licensed users, as a Process Type option on the Export Processes page. The process will create a data file containing award data for non-title IV funds as well as Donor Information and Thank You Note data. 

‘Export Fund Awarding Information File’ Process Data Fields/Page Buttons

Field Name

Descriptions

Required/Optional

Type

Values

Business Rules

Institution

Institution for which the exported data will be applicable.

 Required

Drop down

All Institutions for which the user has ‘View Student’ permission.

Only one Institution at a time can be selected.

Multi-select Site grid boxes

  • Standard Available/Remove button functionality

    • Sites available should

    be

    dynamic based on Campuses

    selected

    , include Campus column

    .

  • Include ‘Select all Campuses’ checkbox (standard functionality)

    • At least on selection required


    Campus

    Campus(es) for which the exported data will be applicable.

    RequiredDrop down

    Multi-select grid boxes.

    All Campuses for the selected Institution.

    • Institution must be selected first.

    • At least one selection is required.

    • ‘Select all Campuses’ checkbox is available

    that will automatically pull all Campuses to the selection grid

    • .

    Site

    Allows the user to select all students, or, choose specific students to export.

    Optional 

    Checkbox 

    campuses Site(s) for which the exported data will be applicable.

    Required 

    Multi-select grid boxes.

    All Sites for the selected Campus.

    • Campuses must be selected first.

    • At least one selection is required.

    • ‘Select all Sites’ checkbox is available.

    Period


    Only Funds with Donor Information

    Determines if all Funds will be available for selection or only Funds that have Donor Information configured.

    Optional

    Checkbox

    • Selected

    • Unselected (default)

    If selected, only Funds that will automatically pull all Sites to the selection gridhave Donor Information configured in Fund Setup will be presented in the ‘Available Funds’ grid box.

    Funds

    Names of Funds available for selection, from Fund Setup

    Required

    Multi-select grid boxes.

    Funds for the selected Campus(es), for the

    • At least one selection is required.

    Export

    Starts the Export process

    Optional

    Button



    Cancel

    Cancels the Export Process

    Optional

    Button



    Save Selected Parameters

    Allows the chosen parameters to be saved for future exporting or scheduling of the COD export process.  For more information, see Saving Process Parameter Sets

    Optional

    Button



    A ‘Thank You Note’ Smart Form will be created to allow students to enter a note of thanks to be communicated by the school to a donor. The document requirement will be triggered by packaging, based on Document Setup.