Student Experience Licensing
The Configuration Settings (tabs) will be available to schools based on product licensing, as outline below:
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Portal Tab
Publish Portal Configuration
A permission-based button is located on the Portal Tab of Institution set up with the label "Publish Portal Configuration." A school may make modifications to the various configuration items, but those new settings will not be used by the Student Experience portal until they've been "published" using this button. Once the configuration items are published, they will be immediately available to the student without the need to re-Sign In to the application. If a school makes changes to their Institution, Campus and or Site names, the "Publish Portal Configuration" button will also make those new names available to the Student Experience portal. There is no need to also choose "Reload RNA" from Enterprise Setup when publishing Portal Configurations.
General Subtab
| Field Name | Description | Required/Optional | Type | Value | Business Rule | ||||||||||||
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| Branding Settings | |||||||||||||||||
| Site Logo | The logo URL provided here will display in the Header throughout the portal. The URL must be publically available, it cannot be on a password-protected site. The recommended size of the logo is an approximate width of 120px and a height of 30px, or generally, a 3:1 ratio. Clients are encouraged to preview their available logos on the portal and adjust the logo files as needed for optimal display. | Optional | Textbox | URLs provided for the links must be valid, meaning they begin with http:// or https:// | |||||||||||||
| PDF Logo | The logo URL entered here will display at the top of the downloadable PDF for any Smart Form. The URL must be publically available, it cannot be on a password-protected site. The recommended size of the logo is an approximate width of 120px and a height of 30px, or generally, a 3:1 ratio. Clients are encouraged to preview their available logos on the pdf output and adjust the logo files as needed for optimal display. | Optional | Textbox | URLs provided for the links must be valid, meaning they begin with http:// or https:// | |||||||||||||
| Primary Color | The hexadecimal color code entered here will be used for the primary color throughout the portal. Use the slider bars located at the bottom of the color grid and within the color grid to choose a color, or enter the hexadecimal color code value in the input field. Then click "Apply." The primary color will be applied to the following site elements:
| Required | Hexidecimal Color Selector | Default Value = #2F63FF | |||||||||||||
| Secondary Color | The hexadecimal color code entered here will be used for the secondary color throughout the portal. Use the slider bars located at the bottom of the color grid and within the color grid to choose a color, or enter the hexadecimal color code value in the input field. Then click "Apply." The secondary color will be applied to the following site elements:
| Required | Hexidecimal Color Selector | Default Value = #CBD8FF | |||||||||||||
| Primary Background Color | The hexadecimal color code entered here will be used for the primary background color throughout the portal. Use the slider bars located at the bottom of the color grid and within the color grid to choose a color, or enter the hexadecimal color code value in the input field. Then click "Apply." The primary background color will be applied to the following site elements:
| Required | Hexidecimal Color Selector | Default Value = #F4F7FF | |||||||||||||
| Secondary Background Color | The hexadecimal color code entered here will be used for the secondary background color throughout the portal. Use the slider bars located at the bottom of the color grid and within the color grid to choose a color, or enter the hexadecimal color code value in the input field. Then click "Apply." The secondary background color will be applied to the following site elements:
| Required | Hexidecimal Color Selector | Default Value = #E0E8FF | |||||||||||||
| Dashboard Settings | |||||||||||||||||
| Display Instructional Message | When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Dashboard screen. | Optional | Checkbox | Unselected by default | |||||||||||||
| Instructional Message Header Text | The text entered here will display as a customized Header on the Dashboard Instructional Text. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional unless "Display Instructional Message" is Selected | Text | Alphanumeric | When "Display Instructional Message" is selected, this field is required. 50 characters max | ||||||||||||
| Instructional Message Text | The text entered here will display as instructional text on the Dashboard screen. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional unless "Display Instructional Message" is Selected | Editor | Alphanumeric and HTML | When "Display Instructional Message" is selected, this field is required. | ||||||||||||
| Portal and Questionnaire Display Settings | |||||||||||||||||
| Office Name | This text will be used throughout the portal, in portal communications and Smart Forms where the Office name is displayed. | Required | Textbox | The default value is "Financial Aid Office." | 50 characters max | ||||||||||||
| Job Title | This text will be used throughout the portal, in portal communications and in Smart Forms where the Job Title is displayed. | Optional | Textbox | The default value is "Financial Aid Advisor." | 50 characters max | ||||||||||||
| Office Phone | This text will be used throughout the portal, in portal communications and in Smart Forms where the Office phone number is displayed. | Optional | Textbox | 15 characters max | |||||||||||||
| Office Email | This text will be used throughout the portal, in portal communications and in Smart Forms where the Office email address is displayed. | Optional | Textbox | 50 characters max | |||||||||||||
| Display Current Program |
When "Yes" is selected, the student's current program will display throughout the portal, in portal communications and in Smart Forms where the student's current active program is displayed. | Required | Drop-down |
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| Display School Name |
When "Yes" is selected, the value chosen under "School Name Display Value" will display throughout the portal, in portal communications and in Smart Forms where the School Name is displayed. | Required | Drop-down |
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| School Name Display Value |
The value chosen here will be used throughout the portal, in portal communications and in Smart Forms where the School Name is displayed. The system will use the "Display Name" field from Institution, Campus, or Site when determining the text to display. | Optional unless "Display School Name" = Yes | Drop-down |
| When "Display School Name" is selected, this field is required. | ||||||||||||
| Display Footer Text | When this is selected, the configured footer text will display on all portal screens, except the Sign-in and Dashboard pages, which display a fixed copyright footer. | Optional | Checkbox | Selected by default | |||||||||||||
| Footer Text | The text entered here will be displayed as a footer on all screens throughout the portal, except the Sign-in and Dashboard pages, which display a fixed copyright footer. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit, so be mindful when creating the Footer text such that the final display will be the desired length. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The footer text is not "Sticky" meaning it is displayed at the bottom of each page, below the configured items/text/widgets for that page and the user may need to scroll down to see the full footer text. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional unless "Display Footer Text" is selected. | Editor | Alphanumeric and HTML | When "Display Footer Text" is selected, this field is required. | ||||||||||||
| When this checkbox is selected, the Sign In Instructional Message configured will display at the bottom of the Sign In screen. | Optional | Checkbox | Unselected by default | |||||||||||||
| The text entered here will display as instructional text on the Sign In screen. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional unless "Display Sign In Instructional Message" is Selected | Editor | Alphanumeric and HTML | When "Display Sign In Instructional Message" is selected, this field is required. | ||||||||||||
| Communications Settings | |||||||||||||||||
| Parent Signature Request Email | Provides a list of communications, from Communication Setup, that could be used to notify the Parent that their signature is requested on Student documents. | Optional | Drop-down | A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Parent Spouse." | |||||||||||||
| Student Account Registration Email | Provides a list of communications, from Communication Setup, that could be used to notify the Student that their Account Registration is complete. | Optional | Drop-down | A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Student." | |||||||||||||
| Parent Account Registration Email | Provides a list of communications, from Communication Setup, that could be used to notify the Parent that their Account Registration is complete. | Optional | Drop-down | A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Parent Spouse." | |||||||||||||
| Provides a list of communications, from Communication Setup, that could be used to notify the Student that their Password as been Reset. | Optional | Drop-down | A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Student." | |||||||||||||
| Provides a list of communications, from Communication Setup, that could be used to notify the Parent that their Password has been reset. | Optional | Drop-down | A list of communications from "Communication Setup" where the "Communication Recipient" field is set to a value of "Parent Spouse." | |||||||||||||
| Email Address Override | The email address(es) entered here (with a semi-colon after each address) will receive emails from Regent Award in QA environments only, for portal related communications that are configured in Regent Award. Account creation/registration emails will always be sent to the email address used when registering an account on Account Registration Step 1 regardless of whether the environment is QA or Production. Account creation/registration emails are the account validation email that allows a user to proceed from Registration Step 2 to Step 3, and password reset emails. | Optional | Text box | Alphanumeric and HTML | |||||||||||||
Account Management Subtab
| Field Name | Description | Required/Optional | Type | Value | Business Rule | ||||||||
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| General Settings | |||||||||||||
| Active Students Only | When "Yes" is selected, only active students will have access to the portal, inactive students will not. When "No" is selected, all students will have access to the portal regardless of their active status.
| Required | Drop-down |
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| Login Method | This setting will determine the method used by students when logging into the portal. | Required | Drop-down |
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| SSO Settings | |||||||||||||
| This section will display only if “SSO” is chosen for “Login Method.” | |||||||||||||
| External ID 1 | The School will have the option of selecting the External ID that will be used for SSO validation as well as provide the school's specific attribute name for the External ID being used. Either External ID 1 or External ID 2 can be enabled, but not both. At least one of the two MUST be enabled. | Checkbox | Checkbox | Selected by Default | |||||||||
| External ID 1 Attribute Name | Optional | Textbox | Alphanumeric | 50 character max | |||||||||
| External ID 2 | Optional | Checkbox | Unselected by Default | ||||||||||
| External ID 2 Attribute Name | Optional | Textbox | Alphanumeric | 50 character max | |||||||||
| Logout Redirect | The URL entered here will be used to redirect the student to a specific page upon exiting the portal. | Optional | Textbox | Alphanumeric | 250 character max URLs provided for the links must be valid, meaning they begin with http:// or https:// | ||||||||
Non-SSO Settings | |||||||||||||
| This section will display only if “Non-SSO” is chosen for “Login Method.” | |||||||||||||
| First and Last Name | If selected, First and Last Name will be used to verify the student's account in Step 3 of the account registration process. | Required | Drop-down |
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| When "Yes" is selected, the student's Institution, Campus or Site (dependent upon the value chosen in the "School Name Display Value" field) will be used to verify the student's account in Step 3 of the account registration process. | Required | Drop-down |
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| The value chosen here will be on Step 3 of User Account Registration to validate the user's location. The Institution, Campus or Site must be set to "Active" in order to be used for this validation. The system will use the "Display Name" field from Institution, Campus, or Site when determining the text to display. | Optional unless "Display School Name" = Yes | Drop-down |
| When "Display School Name" is selected, this field is required. | ||||||||
| External ID 1 | The School will have the option of selecting the External ID used to verify the student's account in Step 3 of the account registration process. Either External ID 1 or External ID 2 can be enabled, but not both. At least one of the two MUST be enabled. | Required | Drop-down |
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| External ID 2 | Required | Drop-down |
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| Email Address | If selected, Email Address will be used to verify the student's account in Step 3 of the account registration process. | Required | Drop-down |
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Useful Links Subtab
| Field Name | Description | Required/Optional | Type | Value | Business Rule |
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| Useful Links Settings | |||||
| Display Useful Links on Dashboard | When this checkbox is selected, the Useful Links feature will display on the Dashboard and Menu. If a user attempts to access a component that is configured not to display, by entering the URL directly, the user is directed to the Dashboard, or the Sign In page if they are not logged in. | Optional | Checkbox | Selected by default | When this field is unselected, all other fields on the screen are disabled. When this field is selected, at least one link must be configured in the Useful Links table. |
| Display Instructional Message | When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Useful Links screen. | Optional | Checkbox | Unselected by default | |
| Instructional Message Header Text | The text entered here will display as a customized Header on the Useful Links Instructional Text. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional unless "Display Instructional Message" is Selected | Text | Alphanumeric | When "Display Instructional Message" is selected, this field is required. 50 characters max |
| Instructional Message Text | The text entered here will display as instructional text on the Useful Links screen. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional unless "Display Instructional Message" is Selected | Editor | Alphanumeric and HTML | When "Display Instructional Message" is selected, this field is required. |
| Useful Link Setup Table | |||||
| This table is used for configuring the links that will appear in the Useful Links component. The first three links configured will display on the Useful Links Dashboard widget. These links will display in the order configured. Click on and move each row to arrange the order. There is no limit to the number of links that can be configured here. | |||||
| Order # | The display order of the configured links. Users may re-order the links by clicking and holding on a row their mouse and dragging the row a higher or lower placement in the table. | N/A | Not editable | ||
| Link Text | The text to be displayed as the hyperlink of the URL. | Required | Text | See Default Useful Link Configurations | 50 character max |
| URL | A valid website address / URL beginning with http:// or https://. | Required | Text | See Default Useful Link Configurations | URLs provided for the links must be valid, meaning they begin with http:// or https:// |
| URL Description | The description of the website that will display next to the link. | Required | Text | See Default Useful Link Configurations | 250 character max |
| Remove | Removes the entire row of data from the table. | N/A | Button | See Default Useful Link Configurations | |
Anchor DefaultUsefulLinks DefaultUsefulLinks
Default Useful Link Configurations
The following 5 links should be pre-configured on each instance. These are editable and can be deleted.
| Link Text | URL | URL Description |
|---|---|---|
| Federal Direct Loan information | https://www.studentloans.gov | Federal website students access to sign Master Promissory Notes (MPNs), complete Loan Counseling, find out about loan repayment options, complete TEACH counseling and Agreements to Serve, etc. |
| Borrowing history information | https://nslds.ed.gov/nslds/nslds_SA/ | Students access the National Student Loan Data System for detailed information about their loans and grants including total amounts borrowed and to complete Loan Exit Counseling. |
| Managing loan repayment | https://studentaid.ed.gov/repay-loans | This site contains information about Direct Loans including loan repayment options and responsibilities, forbearance and deferment, loan consolidation, loan cancellation, and how to avoid delinquency and default. |
| Loan payment calculator | http://www.finaid.org/calculators/loanpayments.phtml | Allows borrowers to enter information about their existing or potential loan debt and get an estimate of the monthly payment and total interest amounts. |
| Federal Student Aid information | https://www.studentaid.gov/sa | This is the main student financial aid information site for the U.S. Department of Education and includes information about applying for and receiving federal student aid and about loan repayment. This site also includes a link to the FAFSA application. |
Message Center Subtab
| Field Name | Description | Required/Optional | Type | Value | Business Rule |
|---|---|---|---|---|---|
| Message Center Settings | |||||
| Display Message Center on Dashboard | When this checkbox is selected, the Message Center feature will display on the Dashboard and Menu. If a user attempts to access a component that is configured not to display, by entering the URL directly, the user is directed to the Dashboard, or the Sign In page if they are not logged in. | Optional | Checkbox | Selected by default | When this field is unselected, all other fields on the screen are disabled. |
| Student Message are Read Only | When this checkbox is selected, students will be able to read messages from FA Staff, but will not be able to respond to or send new messages to FA Staff. This creates, effectively, one way messaging from the FA Staff to the student. | Optional | Checkbox | Selected by default | |
| Display Instructional Message | When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Message Center screen. | Optional | Checkbox | Unselected by default | |
| Instructional Message Header Text | The text entered here will display as a customized Header on the Message Center Instructional Text. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional unless "Display Instructional Message" is Selected | Text | Alphanumeric | When "Display Instructional Message" is selected, this field is required. 50 characters max |
| Instructional Message Text | The text entered here will display as instructional text on the Message Center screen. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional unless "Display Instructional Message" is Selected | Editor | Alphanumeric and HTML | When "Display Instructional Message" is selected, this field is required. |
Financial Aid Subtab
| Field Name | Description | Required/Optional | Type | Value | Business Rule | ||||||
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| Financial Aid Settings | |||||||||||
| Display Financial Aid on Dashboard | When this checkbox is selected, the Financial Aid feature will display on the Dashboard and Menu. If a user attempts to access a component that is configured not to display, by entering the URL directly, the user is directed to the Dashboard, or the Sign In page if they are not logged in. When this field is selected, an additional field is available on Fund Setup titled "Display on Financial Aid Portlet" which will determine whether or not the fund will appear on the Financial Aid component of the Student Experience portal for students. Simply unselect this field on the Fund level to hid the award on the portal. | Optional | Checkbox | Selected by default | When this field is unselected, all other fields on the screen are disabled. | ||||||
| Display Instructional Message | When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Finacial Aid screen. | Optional | Checkbox | Unselected by default | |||||||
| Instructional Message Header Text | The text entered here will display as a customized Header on the Finacial Aid Instructional Text. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional unless "Display Instructional Message" is Selected | Text | Alphanumeric | When "Display Instructional Message" is selected, this field is required. 50 characters max | ||||||
| Instructional Message Text | The text entered here will display as instructional text on the Finacial Aid screen. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional unless "Display Instructional Message" is Selected | Editor | Alphanumeric and HTML | When "Display Instructional Message" is selected, this field is required. | ||||||
| Cost of Attendance Settings | |||||||||||
| Display Full Cost of Attendance | When this checkbox is selected, the student's full Cost of Attendance will display on the Financial Aid main screen. | Optional | Checkbox | Selected by default | |||||||
| Display Direct Costs Summary | When this checkbox is selected, a summary of the student's Direct Costs for the Academic Year will display within each Award tile, when the Award tile is expanded, on the Financial Aid main screen. | Optional | Checkbox | Selected by default | |||||||
| Statement of Understanding (SOU) Settings | |||||||||||
| The text entered here will display on the Financial Aid component above the "Read Statement of Understanding" button. If no text is configured here, only the "Read Statement of Understanding" button will be displayed. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional | Editor | Alphanumeric and HTML | |||||||
| Statement of Understanding Text | The text entered here will display as the Statement of Understanding on the Financial Aid screen. Whether or not the Statement of Understanding is displayed is controlled by the Fund-level setting "Require student to request fund on Student Portal." The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional | Editor | Alphanumeric and HTML | |||||||
| Payment Period Display Settings | |||||||||||
| Term-based Display | The option chosen here will determine how the Term is displayed to the student on Financial Aid screen. This applies to Term-based programs only. All Nonterm programs are displayed with the Payment Period Start and End Date. | Required | Drop-down |
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| Payment Period Details Settings | |||||||||||
| Help Text | The text configured here will display as instructional or "help" text at the top of the Payment Period Details screen. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional | Textbox | Alphanumeric | 250 characters max | ||||||
| Parent PLUS Settings | |||||||||||
| Allow Actions on "Accepted" Awards | If "Yes" is selected here, the student will have the ability to take any type of action, within the Financial Aid screen, on a Parent PLUS Loan in an "Accepted" status. This will allow the student to reduce or decline a previously accepted PLUS loan on behalf of their parent. | Required | Drop-down |
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| Allow Actions on "Offered" Awards | If "Yes" is selected here, the student will have the ability to take any type of action, within the Financial Aid screen, on a Parent PLUS Loan in an "Offered" status. This will allow the student to accept a PLUS loan on behalf of their parent. | Required | Drop-down |
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| Award Settings | |||||||||||
| Display "Declined" Awards | If "Yes" is selected here, the student will have the ability to see awards in a "Declined" status on the Financial Aid screen. | Required | Drop-down |
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| Display "Cancelled" Awards | If "Yes" is selected here, the student will have the ability to see awards in a "Cancelled" status on the Financial Aid screen. | Required | Drop-down |
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| Display "Estimated" Awards | If "Yes" is selected here, the student will have the ability to see awards in an "Estimated" status on the Financial Aid screen. | Required | Drop-down |
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| Display Option to Accept Awards at Direct Cost Amount | If "Yes" is selected here, the option to "Accept the Gross Amount Available up to the Amount of my Remaining Direct Costs" will be available on each award. If "No" is selected, this option will not be shown on the Financial Aid component for any award. | Required | Drop-down |
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| Hide Awards and Costs when Overlap Exists | If "Yes" is selected here, Awards and Costs will not be displayed for the student on the Financial Aid main screen if the student has either the "Review Overlapping Loan Period from ISIR" or the "Review Overlapping Academic Year from NSLDS" task. Awards and Costs will not display for the Academic Year that the task is associated with, nor any future academic years, until the task is resolved. | Required | Drop-down |
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| Overlap Message | The text configured here will display when the student's Awards and Costs are hidden due to the existence of the "Review Overlapping Loan Period from ISIR" or the "Review Overlapping Academic Year from NSLDS" task. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional | Textbox | Alphanumeric | 250 characters max | ||||||
| Academic Year Settings | |||||||||||
| Display Academic Year 0 | If "Yes" is selected here, the student will have the ability to select Academic Year "0" in the Academic Year dropdown on the Financial Aid screen. | Required | Drop-down |
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| Academic Years to Display | If "Current AY and one Future AY" is selected here, the student will have the ability to select their current academic year, or their next future academic year from the Academic Year dropdown on the Financial Aid screen. If "All AYs" is selected here, the student will have the ability to select any academic year on their academic plan (unless AY0s are not configured to display) from the Academic Year dropdown on the Financial Aid screen. | Required | Drop-down |
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Document Subtab
| Field Name | Description | Required/Optional | Type | Value | Business Rule |
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| Document Settings | |||||
| Display Required Documents on Dashboard | When this checkbox is selected, the Documents feature will display on the Dashboard and Menu. If a user attempts to access a component that is configured not to display, by entering the URL directly, the user is directed to the Dashboard, or the Sign In page if they are not logged in. | Optional | Checkbox | Selected by default | When this field is unselected, all other fields on the screen are disabled. |
| Display Instructional Message for Student | When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Document screen when the student accesses the component. | Optional | Checkbox | Unselected by default | |
| Instructional Message Header (Student) | The text entered here will display as a customized Header on the Document Instructional Text when the student accesses the component. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional unless "Display Instructional Message" is Selected | Textbox | Alphanumeric | When "Display Instructional Message" is selected, this field is required. 50 characters max |
| Instructional Message Text (Student) | The text entered here will display as instructional text on the Document screen when the student accesses the Documents component. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional unless "Display Instructional Message" is Selected | Editor | Alphanumeric and HTML | When "Display Instructional Message" is selected, this field is required. |
| Display Instructional Message for Parent | When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Document screen when the parent accesses the component. | Optional | Checkbox | Unselected by default | |
| Instructional Message Header (Parent) | The text entered here will display as a customized Header on the Document Instructional Text when the parent accesses the component. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional unless "Display Instructional Message" is Selected | Textbox | Alphanumeric | When "Display Instructional Message" is selected, this field is required. 50 characters max |
| Instructional Message Text (Parent) | The text entered here will display as instructional text on the Document screen when the parent accesses the component. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional unless "Display Instructional Message" is Selected | Editor | Alphanumeric and HTML | When "Display Instructional Message" is selected, this field is required. |
| Document Reason Heading Text | The text entered here will display as a customized Header or field title for the Document Requirement "Reason" text (from Regent Award) on the Document Details Tile. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional | Textbox | Alphanumeric | 50 character max |
| Term-based Display | The option chosen here will determine how the Term is displayed to the student on the Required Documents screen for Payment Period scoped documents. This applies to Term-based programs only. All Nonterm programs display the Payment Period Start and End Date. | Required | Drop-down |
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| Display "Unsatisfied" Documents | If "No" is selected here, documents with an "Unsatisfied" status in Regent Award will never display to the student, even when the student chooses "Show All Documents." | Required | Drop-down |
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| Display "Waived" Documents | If "No" is selected here, documents with a "Waived" status in Regent Award will never display to the student, even when the student chooses "Show All Documents." | Required | Drop-down |
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| Display "Upload" for Documents in a "Received" Status | If "No" is selected here, students will be able to upload attachments when the Regent Award document status is "Needed" or "Incomplete." If "Yes" is selected here, students will be able to upload attachments when the Regent Award document status is "Needed" or "Incomplete" or "Received," allowing for multiple attachments to be added to a document requirement by the student. | Required | Drop-down |
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| Sort Settings | |||||
| Default Sort | The option chosen here will apply to both the order that documents are displayed on the Document component per scope and the order of documents by date within each scope. Student scoped documents will always display first, followed by Federal Award Year scoped documents in the sort order chosen here, then Academic Year scoped documents in the sort order chosen here, and finally Payment Period scoped documents in the sort order chosen here. The date used for sorting is the Status Change Date, if available, otherwise the Created Date of the document. | Required | Drop-down |
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Smart Form Subtab
| Field Name | Description | Required/Optional | Type | Value | Business Rule | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Smart Form Settings | |||||||||||||
| Allow Personal Information Updates | When "Yes" is chosen for this setting, the student's name and address can be updated, by the Student, on the Personal Information section of the questionnaire. These updates are not persisted into Regent Award at this time. | Required | Dropdown |
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| Display Message for ISIR Dependency Reject Status | When "Yes" is chosen for this setting, a message is displayed to students when the ISIR dependency status equals X or Y and the Smart Form is set to pre-populate using ISIR data, which will prevent access to the Smart Form. | Required | Dropdown |
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| Display Instructional Message for Student | When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Smart Form when the Student accesses the Smart Form. | Optional | Checkbox | Unselected by default | |||||||||
| Instructional Message Header Text (Student) | The text entered here will display as a customized Header on the Smart Form Instructional Text. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional unless "Display Instructional Message for Student" is Selected | Textbox | Alphanumeric | When "Display Instructional Message for Student" is selected, this field is required. 50 character maximum | ||||||||
| Instructional Message Text (Student) | The text entered here will display as instructional text on the Smart Form. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional unless "Display Instructional Message for Student" is Selected | Editor | Alphanumeric and HTML | When "Display Instructional Message for Student" is selected, this field is required. | ||||||||
| Display Instructional Message for Parent | When this checkbox is selected, the Instructional Header and Message configured will display at the top of the Smart Form when the Parent accesses the Smart Form. | Optional | Checkbox | Unchecked by default | |||||||||
| Instructional Message Header Text (Parent) | The text entered here will display as a customized Header on the Smart Form Instructional Text. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. | Optional unless "Display Instructional Message for Parent" is Selected | Textbox | Alphanumeric | When "Display Instructional Message for Parent" is selected, this field is required. 50 character maximum | ||||||||
| Instructional Message Text (Parent) | The text entered here will display as instructional text on the Smart Form. The editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. The text configured in the Office Name, Office Phone and Office Email fields can be inserted into the text configured here using: {OfficeName}, {OfficePhone} or {OfficeEmail}As a result, if the Office Name, Phone or Email changes, the update can be made in one place and all related messaging that used that data will automatically be updated. The best practice for using this editor is to type your text directly into the editor, and then format it using the tools provided. Or, type the text into Notepad, and then copy and paste the text into the editor. If you copy the text from another editor, you may find that the formatting is copied from the editor and displays in an unexpected manner. | Optional unless "Display Instructional Message for Parent" is Selected | Editor | Alphanumeric and HTML | When "Display Instructional Message for Parent" is selected, this field is required. | ||||||||
| PDF Settings | |||||||||||||
| External ID | In this field, the school can select the Student ID that will be displayed on the PDF generated by the Smart Form. | Required | Dropdown |
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| Verification Worksheet Settings | |||||||||||||
| When this setting is turned on, the Student Experience portal will present a new workflow within the Verification Worksheet when the student has a marital status change. | Required | Dropdown |
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E-Signature Subtab
| Field Name | Description | Required/Optional | Type | Value | Business Rule |
|---|---|---|---|---|---|
| E-Signature Settings | |||||
| Student Signature Confirmation Options | |||||
Schools must choose a minimum of three fields below to be used to verify the student's identity during the e-Signature process. The options selected here will be used in Step 3 of the Student E-Signature process to verify the Student's identity. | |||||
| First Name | If this option is chosen, First Name will be one of three fields the student must validate when e-Signing. | Optional | Checkbox | Unselected by default | |
| Last Name | If this option is chosen, Last Name will be one of three fields the student must validate when e-Signing. | Optional | Checkbox | Unselected by default | |
| Student ID | This field will display a non-editable value for the Student ID, that aligns with the value the school chose on the Account Management configuration under either the SSO or Non-SSO settings. If Student ID is chosen, the External ID value chosen on the Account Management settings will be one of three fields the student must validate when e-Signing. | Optional | Checkbox | Unselected by default | |
| Password | If this option is chosen, Password will be one of three fields the student must validate when e-Signing. | Optional | Checkbox | Unselected by default | |
| Parent Signature Confirmation Options | |||||
Schools must choose a minimum of three fields below to be used to verify the parent's identity during the e-Signature process. The options selected here will be used in Step 3 of the Parent E-Signature process to verify the Parent's identity. | |||||
| First Name | If this option is chosen, First Name will be one of three fields the parent must validate when e-Signing. | Optional | Checkbox | Unselected by default | |
| Last Name | If this option is chosen, Last Name will be one of three fields the parent must validate when e-Signing. | Optional | Checkbox | Unselected by default | |
| Student ID | This field will display a non-editable value for the Student ID, that aligns with the value the school chose on the Account Management configuration under either the SSO or Non-SSO settings. If Student ID is chosen, the External ID value chosen on the Account Management settings will be one of three fields the parent must validate when e-Signing. The parent/guardian will need to know and provide the Student ID of the student who invited them to sign. | Optional | Checkbox | Unselected by default | |
| Password | If this option is chosen, Password will be one of three fields the parent must validate when e-Signing. | Optional | Checkbox | Unselected by default | This checkbox will be disabled if the school chose "SSO" for Login Method on Account Management. |