Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

By clicking on Enterprise, you can create/manage Enterprise, Institutions, Campuses, and Sites. The system is pre-populated with a default Enterprise, Institution, Campus, and Site. Additional Institutions, Campuses, and Sites may be added, as needed.

Planning the System Structure

It is critical that the units of the institution be positioned at the appropriate level in the initial stage of the setup process as this will impact the school's ability to report information correctly with COD. Each unit with a separate Pell ID must be setup at the institutional level and any sub-unit at the campus or site level must have the same Pell ID as the parent unit.
Each "additional location" on the institution's ECAR must exist at the Site level so as to

insure

ensure appropriate reporting of the enrollment school code to COD in the disbursement record.
The diagram below shows the various options for configuration of the enterprise hierarchy. The system supports an unlimited number of institutions, campuses, and sites.

Image Modified

Include Page
_Reload RNA Button
_Reload RNA Button

Add an Enterprise

What is it?

Once enterprise is set up within the system and it cannot be deleted. This area needs to be updated to reflect the appropriate information.

Here's how it works:

  1. Login and then click on the Administration bar on lower left corner of the page and then click on Enterprise.Image Modified
  2. Then click on Edit to update the enterprise information.
    See Enterprise Setup Data Elements for an explanation of each of the each of the items in Enterprise Setup. 
    Image Modified
  3. Enter the necessary changes and Click on "Save" button. Required data items are highlighted in red.
    See Enterprise Setup Data Elements for an explanation of each of the each of the items in Enterprise Setup. 
  4. Click on the Reload RNA button in order to apply and activate the changes in the system.Image Modified



Table of Contents