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titleTable of Contents
Table of Contents

Overview

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 to 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.


Campus

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

Required

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.

Site

Site(s) for to 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

Determines the FAY or AY Start Date Range to which the exported award data will be applicable.

Required

Dropdown

  • FAY

    • If Selected, secondary dropdown presented with available FAYs.

  • Academic Year

    • If selected, Start Date From and Start Date To calendar fields are presented.

Select FAY to run export process for FAY-scoped funds. Select Academic Year to run export process for AY-scoped funds.

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 have 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. Determines the funds to which the exported award data will be applicable.

Required

Multi-select grid boxes.

Non-Title IV Funds for the selected Campus(es), for the .

  • At least one selection is required.

  • Funds with the following Official Fund Type in Fund Setup will NOT be presented for selection.

    • Direct Graduate Plus Loan

    • Direct Parent Plus

    • Direct Subsidized Loan

    • Direct Unsubsidized Loan

    • Pell Grant

    • TEACH

    • Perkins Loan

    • IASG

Export Button

Starts Initiates the Export process.

Optional

ButtonButton


Status of the executed process is available in the Process Log.

Cancel Button

Cancels the Export ProcessOptional.

Button



Save Selected Parameters Button

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

Optional

ButtonButton



Export File

  1. Student Last Name

  2. Student First Name

  3. Student ID

  4. External ID 1

    1. Column header is dynamic based on configuration.

  5. External ID 2

    1. Column header is dynamic based on configuration.

  6. External ID 3

    1. Column header is dynamic based on configuration.

  7. External ID 4

    1. Column header is dynamic based on configuration.

  8. Institution

  9. Campus

  10. Site

  11. Grade Level

  12. Program Name

  13. Program Start Date

  14. Program Credential

  15. Fund Name

  16. FAY

    1. (YYYY-YYYY)

  17. AY Start Date

  18. Award Amount

  19. Awarded On Date

  20. Donor Name

    1. From Fund Setup, if present

  21. Donor Email

    1. From Fund Setup, if present

  22. Donor Phone Number

    1. From Fund Setup, if present

  23. Donor Website

    1. From Fund Setup, if present

  24. Donor Street Address

    1. From Fund Setup, if present

  25. Donor City

    1. From Fund Setup, if present

  26. Donor State

    1. From Fund Setup, if present

  27. Donor Zip Code

    1. From Fund Setup, if present

  28. Thank You Note Document Created On

    1. Based on ‘Thank You Note’ Document Requirement for Award/Fund

  29. Thank You Note Document Status

    1. Based on ‘Thank You Note’ Document Requirement for Award/Fund

  30. Thank You Note Document Text

    1. From ‘Thank You Note Text’ field from Smart Form data, for ‘Thank You Note’ Smart Form Document Requirement for Award/Fund, when document has a status of ‘Satisfied’.

Thank You Note

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.