The majority of the information on the student details tab is loaded to the system from the school's student information system via the student batch load (SBL) process.
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If a student does not have a high school diploma or the equivalent, then their eligibility for Title IV aid is based upon their Ability to Benefit (ATB) information.
If there is nothing on SBL about how student met high school graduation eligibility requirement, Regent Award defers to the information on the active ISIR: If the student answered HS Diploma or Equivalent question with a 1, 2, or 3 on the active ISIR the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. If the student answered 4 (none of the above) or blank, the student will not be considered eligible for Title IV funds.
If SBL indicates high school diploma, GED, homeschooled, etc., the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. If SBL indicates "ATB" and if program start date is before 7/1/2012, the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement.
If the student's academic program start date is on/after 7/1/12 and if the "Grandfather" flag is "True", the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. If "Grandfather" flag is not "True", the student will not be considered eligible for Title IV funds. This status can be updated in the student details tab.
If the student answered HS Diploma or Equivalent question on the ISIR as blank or 4, but SBL has HS eligibility data, the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. However, you may receive a COD Reject 199: "HS Diploma or Equivalent Field on corresponding CPS transaction does not match Ability to Benefit Code submitted." If the ISIR information is not corrected to match the SBL information.
The high school diploma information is displayed on the ISIR student listing report. Additionally, the Review ATB task can be configured to identify students where Student's active ISIR shows the value for HS Diploma as "None of the above" or "Blank and the SIS data has false for both manualGrandFatheredATB and GrandFatheredATB flags.
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Contact Information Section
| Field Name | Source that takes precedence | Description | Required/ Optional | Type | SBL Max Field Length | Values | Business Rules | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ISIR Address/Phone/Email - address type for ISIR address is always set to "Original" | |||||||||||||||||||||||
| Street Address Line 1 | ISIR | Optional - View only | Text - 40 characters maximum | Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard. | |||||||||||||||||||
| Street Address Line 2 | ISIR | Optional - View only | Text - 40 characters maximum | Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard. | |||||||||||||||||||
| City | ISIR | Optional - View only | Text - 30 characters maximum | Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard. | |||||||||||||||||||
| State | ISIR | Optional - View only | Drop down | State_Values.docx | Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard. | ||||||||||||||||||
| Postal Code | ISIR | Optional - View only | Text - 12 characters maximum | Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard. | |||||||||||||||||||
| Nation | ISIR | Optional - View only | Drop down | Nation_Values.docx | Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard. | ||||||||||||||||||
| Email Address | ISIR | Optional - View only | Text - 50 characters maximum | Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard. | |||||||||||||||||||
| Phone Number | ISIR | Optional - View only | 10 numbers, auto format to ###-###-#### | Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard. | |||||||||||||||||||
| Note | Data entry | Optional - EDITABLE | Text - 150 characters maximum | Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard. | |||||||||||||||||||
| Address/Phone/Email from SIS | |||||||||||||||||||||||
| Address Type | SBL | Required - View only | Drop down |
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| Street Address Line 1 | SBL | Optional - View only | Text | 40 | |||||||||||||||||||
| Street Address Line 2 | SBL | Optional - View only | Text | 40 | |||||||||||||||||||
| City | SBL | Optional - View only | Text | 30 | |||||||||||||||||||
| State | SBL | Optional - View only | Drop down | State_Values.docx | |||||||||||||||||||
| Postal Code | SBL | Optional - View only | Text | 13 | |||||||||||||||||||
| Nation | SBL | Optional - View only | Drop down | Nation_Values.docx | |||||||||||||||||||
| Email Address Type | SBL | Optional - View only | Drop down |
| Note, the "PortalType" email address was added in
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| Email Address | SBL | Optional - View only | Text | 255 | |||||||||||||||||||
| Opt-out Email Communications flag | UI Checkbox | Optional | Checkbox | This flag will be used by the fa processor to Opt-out a student from receiving batch email communications from REM. If this flag is on and an fa processor attempts to manually send the student an email, a confirmation message will appear "This student has Opted Out of Receiving Email communications. Do you wish to override?" | |||||||||||||||||||
| Phone Number Type | SBL | Optional - View only | Drop down |
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| Phone Number | SBL | Optional - View only | 10 numbers, auto format to ###-###-#### | ||||||||||||||||||||
| Note | Optional - editable | Text - 150 characters maximum | |||||||||||||||||||||
| Address/Phone from COD | |||||||||||||||||||||||
| Street Address Line 1 | COD | Optional - View only | Text | Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files. | |||||||||||||||||||
| Street Address Line 2 | COD | Optional - View only | Text | Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files. | |||||||||||||||||||
| City | COD | Optional - View only | Text | Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files. | |||||||||||||||||||
| State | COD | Optional - View only | Text | Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files. | |||||||||||||||||||
| Postal Code | COD | Optional - View only | Text | Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files. | |||||||||||||||||||
| International State/Province | COD | Optional - View only | Text | Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files. | |||||||||||||||||||
| Nation | COD | Optional - View only | Text | Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files. | |||||||||||||||||||
| Notes | UI Text field | Optional | Text field | Manual data entry field. | |||||||||||||||||||
| Phone Number | COD | Optional - View only | 10 numbers | Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files. | |||||||||||||||||||
| Manual Address | |||||||||||||||||||||||
| Address Type | Required | Drop Down |
| This should default to Permanent | |||||||||||||||||||
| Address Line 2 | Optional | Text | |||||||||||||||||||||
| Address Line 2 | Optional | Text | |||||||||||||||||||||
| City | Optional | Text | |||||||||||||||||||||
| State | Optional | Drop Down | |||||||||||||||||||||
| Postal Code | Optional | Text | |||||||||||||||||||||
| International State/Province | Optional | Text | 100 Characters MAX | Address cannot have both a "State" and an "International State/Province" value. Editable for manual addresses only. REM-4044 - Authenticate to see issue details | |||||||||||||||||||
| Use for COD Export | Optional | Check box | REM-4044 - Authenticate to see issue details DEX-1095 - Authenticate to see issue details DEX-1380 - Authenticate to see issue details If this flag is selected, COD export process use this address on COD file. By default ISIR address is used for COD file.
The specified "Use for COD Export" address will be used for all FAY’s up to the one specified. For example, if the COD Address has an FAY of 2014 it would only apply up to the 2014 FAY and then for 2015 and higher the other addresses are used in the order of precedence (ISIR, SBL, etc.) like normal. | ||||||||||||||||||||
| Award Year | Optional | Drop Down | REM-4044 - Authenticate to see issue details Award Year drop down will be displayed for selection only when Use for COD Export check box is selected. Manual address will be used for selected award year for COD Export, unless there is a ISIR for higher year than selected here. | ||||||||||||||||||||
| County | Optional | Text | |||||||||||||||||||||
| Nation | Optional | Drop Down | |||||||||||||||||||||
| Notes | Optional | Drop Down | |||||||||||||||||||||
Summary Page - Phone Number and Address Settings
The Summary tab displays the very first phone number and address that was saved on the student.
When the SBL is loaded for the first time for a student, the first phone number and address that is listed in the student section of the SBL will set the information that is displayed on the Summary tab. If the SBL file does not contain this information and the ISIR is loaded, then the phone number and address from ISIR will be the information saved on the student and it will be displayed on the Summary tab. Once the phone number and address are set on the Summary tab, this information is not updated on this tab.
A complete history of all phone numbers and addresses associated with the student is presented in the Contact Information section of the Student Details tab.
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| Field Name | Source that takes precedence | Description | Required/ Optional | Type | SBL Max Field Length | Values | Business Rules |
|---|---|---|---|---|---|---|---|
| SIS Student Eligibility Code | Manual Override value, then SBL, then ISIR. | A two-digit numeric code | Optional | Drop-down AbilityToBenefitCode | 2 | Valid values may include, but are not limited to: 01=ATB-Test Completed-1st Enrolled Before 7/1/12 02=ATB-College Credits-1st Enrolled Before 7/1/12 03=State Process 04=Home Schooled 05=Other 06 = High School Diploma 07 = GED or State Auth. H.S. Equivalent Certificate 08 = State Authorized High School Equivalent Certificate 09 = Academic Transcript of 2-yr Program Acceptable for Full Credit Transfer to a BA Program 10 = Program Leads to at least an Assoc. Degree, Excelled in H.S. and met the Admissions Requirements 11 = ATB-Test Completed - 1st Enrolled 7/1/12 to 6/30/15 12 = ATB-Test Completed - 1st Enrolled 7/1/15 or After 13 = ATB-College Credits - 1st Enrolled 7/1/12 to 6/30/15 14 = ATB-College Credits - 1st Enrolled 7/1/15 or After Can be BLANK NOTE: Some of these codes are no longer used but are still listed and available in the database so that existing records will display correctly. | See validation rules. |
| SIS Ability to Benefit Test Administrator Code | Manual override, then SBL | A two-digit numeric code | Optional | Drop-down AbilityToBenefitTestAdministratorCode | 2 | Valid values may include, but are | |
| SIS Ability to Benefit Test Code | Manual override, then SBL | A two-digit numeric code | Optional | Drop-down AbilityToBenefitTestCode | 2 | Valid values may include, but are not limited to: 01 – ASSET Program: Basic Skills Tests 02 – Career Program Assessment (CPAT) Basic Skills Subtests 03 – Combined English Language Skills Assessment (CELSA) 04 – Compass Subtests (COMPASS) 05 – Computerized Placement Tests (CPTs)/ACCUPLACER 06 – Descriptive Tests of Language Skills and Mathematical Skills (DTLS/DTMS) 07 – ESL Placement Test (COMPASS/ESL) 08 – Wonderlic Basic Skills Test (WBST) 09 – WorkKeys Program 10 – Test of Adult Basic Education (TABE, Reading Mathematics Computation, Applied Mathematics Language, and Spelling Forms 7 and 8, Level A and 3) 11 – Spanish Assessment of Basic Education (SABE) 12 - Wonderlic Basic Skills Test - Spanish (WBST-Spanish) Can be BLANK. | |
| SIS Ability to Benefit Completion Date | Manual override, then SBL | The date that the student | Optional | Date | Date | Format = CCYYMMDD | |
| SIS Ability to Benefit State Code | Manual override, then SBL | The state in which the student | Optional | Drop-down | State/Province state codes | Valid values will include all state | |
| SIS Grandfathered Ability to Benefit | Manual Override value, then SBL. | Indicates whether or not the student was enrolled in an ATB eligible program prior, at this institution or another institution, to July 1, 2012. | Optional | Drop-down |
| If the user chooses the value of "Select" then the flag should be cleared (set to Null). Display the value entered here, unless no value has been entered on the UI (SISRecord.manualGrandFatheredATB), then display the value provided on the SBL by default (SISRecord.grandFatheredATB). See /wiki/spaces/REM/pages/7012923 See REM-1194, DEX-604 and RNA-384 |
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