Versions Compared

Old Version 2

changes.mady.by.user Emily Bivona

Saved on

compared with

New Version 3

changes.mady.by.user Emily Bivona

Saved on

Key

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

...

...

Overview


It is critical that the packaging sequence of funds be properly

...

set up or funds will not be properly considered in the awarding process. The Packaging Philosophy Set-up screen provides the ability to define this awarding sequence for the funds that are available at a given campus.



Table of Contents

General Subtab

Field NameDescriptionRequired/OptionalType

...

ValuesBusiness

...

Rules
NameName of the Packaging PhilosophyRequiredText box - alphanumeric 90 characters max

External IDExternal ID from the SIS.OptionalText box - alphanumeric 40 characters max

Indicates whether the Packaging Philosophy is default for the Campus.OptionalCheckbox
  • Selected 
  • Unselected (default)

Only ONE default Packaging Philosophy setup is allowed per campus and the setup must be active to be marked as default.

In order to change the default packaging philosophy, you must first "unselect" the default checkbox on the current default packaging philosophy, save, and then make another packaging philosophy the default.

ActiveIndicates whether the Packaging Philosophy is active.OptionalCheckbox
  • Selected (default)
  • Unselected

Fund Name

Displays the name of funds.View Only



Fund Type

Displays the type of fund.View Only


Fund Source

Displays the source of the fund.View Only


Package To

Used to determine the percent or dollar amount to package to.RequiredDrop-down
  • % of Amount of Direct Costs
  • Within $ of Amount of Direct Costs
  • % of Amount Billed By Institution
  • Within $ of Amount Billed By Institution
  • % of FM Need
  • Within  $ of FM Unmet Need
  • % of COA
  • Within  $ of Unmet COA
  • % of Additional COA Requirement
  • Within $ of Additional COA Requirement


Package To Amount

Is used to set the maximum percentage or dollar amount based upon the Package to selection.RequiredText box - numeric 5 characters max



Auto Package


OptionalCheckbox
  • Selected
  • Unselected (default)

If the checkbox is selected, the fund will be included in batch packaging, MAP, and other automated packaging processes.

Priority Order


RequiredText box - numeric 3 characters max


Used to establish the order in which the fund should be packaged. Pell, scholarships, and other non-need based gift aid should be awarded first followed by need-based grants, need-based work, and need-based loans. All non-need based loans should always be listed last in the priority order.