Configuration Consideration
Configuration in the following areas may impact the functionality and display within My Borrowing and should be reviewed:
Financial Aid Settings on the Portal Setup
Packaging Philosophy Setup
Site Setup
- Term Setup
- Cost Setup
- Program Setup
- Fund Setup
My Borrowing Tab
The following table details the data fields on the My Borrowing Setup screen.
Field Name | Description | Required/Optional | Type | Values | Business Rules |
| My Borrowing Settings | |||||
| Enable My Borrowing | When this checkbox is selected, the My Borrowing is accessible via a link on the Financial Aid tile in the Dashboard component and on the My Borrowing tile in the Financial Aid component. | Optional | Checkbox |
| When this field is unchecked, all other fields on the screen are hidden and disabled. |
| Effective as of | When this field is left blank, My Borrowing is enabled for the current Program or the current Academic Year. When this field is set to Date, My Borrowing is enabled as of the date set for the current Program or the current Academic Year that the date falls within. When this field is set to FAY, My Borrowing is enabled as of the Academic Year FAY set for the current Program or the current Academic Year. Note: The 'Effective as of' setting depends on the 'Enable for Academic Year or Program' setting. | Optional | Dropdown |
| |
| Date | My Borrowing is enabled as of the date set for the current Program or the current Academic Year that the date falls within. Displays only if the Date option is selected. | Required if 'Effective as of' is set to Date | Date picker | ||
| FAY | My Borrowing is enabled as of the Academic Year FAY set for the current Program or the current Academic Year. Displays only if the FAY is selected. | Required if 'Effective as of' is set to FAY | Dropdown |
| |
| Enable for Academic Year or Program | When this is set to Academic Year, My Borrowing is presented for each Academic Year. When this is set to Program, My Borrowing is presented once for the Program. | Required | Dropdown |
| |
Require | When this checkbox is selected, My Borrowing is presented and required to be complete for the Academic Year prior to displaying the Financial Aid for the incomplete Academic Year in the Financial Aid component. | Optional | Checkbox |
| |
| Re-Require | When this checkbox is selected, My Borrowing is presented each time there is an eligibility change, and a new award is created or there is an increase to an existing Subsidized loan, Unsubsidized loan, or Graduate PLUS. | Optional | Checkbox |
|
|
| Display Instructional Message | When this checkbox is selected, the Instructional Header and Message configured displays at the top of the My Borrowing screen. | Optional | Checkbox |
| |
Instructional Message Header | The text entered here displays as a customized Header on the My Borrowing Instructional Text. | Required if 'Display Instructional Message' is selected | Text box - 50 characters maximum | Alphanumeric | |
Instructional Message Text | The text entered here display sas instructional text on the My Borrowing screen. The Editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. | Required if 'Display Instructional Message' is selected | Editor | Alphanumeric and HTML | |
Display My Borrowing Summary Message | When this checkbox is selected, the My Borrowing Summary Message configured displays beneath the My Borrowing tiles in the My Borrowing section of the My Borrowing screen. | Optional | Checkbox |
| |
My Borrowing Summary Message Text | The text entered here displays as the My Borrowing Summary text beneath the My Borrowing tiles on the My Borrowing screen. The Editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. | Required if 'Display My Borrowing Summary Message' is selected | Editor | Alphanumeric and HTML | |
| Award Settings | |||||
Inherit from Regent Plan Settings | If this field is checked, the configurations in this section automatically inherit the Regent Plan Setting configuration from the award Settings section on the General tab. If this field is not checked, the configurations in this section can be updated. | Optional | Checkbox |
| This field will be Inheritable from Regent Plan Settings |
Display Estimated Awards' | When this field is set to Yes, My Borrowing screens display and include Estimated Awards when award information is provided. | Optional | Dropdown |
| The field will be inheritable from the Award Settings on the Regent Plan tab. |
| Academic Year Settings | |||||
Messaging Logic for 'Select a Borrowing Plan' Tiles | This field gives the user the ability to select ‘Static’ or ‘Dynamic’ logic for the message presented in the 'Select a Borrowing Plan' tiles. This field determines the titles/functions of the two text editor boxes displayed below. When ‘Dynamic' is selected, the fields displayed below will be ‘Over Direct Costs for Academic Year Text’ and ‘Under Direct Costs for Academic Year Text’. When 'Static' is selected, the fields displayed below will be 'My Borrowing Packaging Philosophy Display Order 1 Text' and 'My Borrowing Packaging Philosophy, Display Order 2 Text.' | Required | Dropdown |
| Defaults to Dynamic. |
Over Direct Costs for Academic Year Text | The text entered here displays in My Borrowing for each Academic Year where the total awards exceed the Direct Costs. The Editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. | Optional | Editor | Alphanumeric and HTML |
|
Under Direct Costs for Academic Year Text | The text entered here displays in My Borrowing for each Academic Year where the total awards are less than or equal to the Direct Costs. The Editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. | Optional | Editor | Alphanumeric and HTML |
|
| My Borrowing Packaging Philosophy Display Order 1 Text | Text entered will display within the packaging philosophy tile on the left (top for mobile). No other logic will be applied. The Editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. | Optional | Editor | Alphanumeric and HTML |
|
My Borrowing Packaging Philosophy, Display Order 2 Text | Text entered will display within the packaging philosophy tile on the right (bottom for mobile). No other logic will be applied. The Editor allows the user to apply formatting to the text, and provide HTML to manipulate the display. There is no character limit. | Optional | Editor | Alphanumeric and HTML |
|
Inherit from Regent Plan Settings | If this field is checked, the configurations in this section will automatically inherit the Regent Plan Setting configuration from the Academic Year section on the General tab. If this field is not checked, the configurations in this section can be updated. | Optional | Checkbox |
| |
| Display Future Academic Years | When the box is checked for this field, Future Academic Years is available to display in the My Borrowing component. If the box is not checked for this field, Future Academic Years is not available to display in My Borrowing. | Optional | Checkbox |
|
|
| Display Next Academic Year as Default if Completed My Borrowing for Current AY | When this field is set, the next Academic Year is the default display for the Financial Aid tile and in My Borrowing if My Borrowing is complete. | Required | Checkbox |
| |
| Change My Borrowing Amount | |||||
Change My Borrowing Amount | When this field is set, the Change My Borrowing Amounts link displays on the dashboard tile in the Financial Aid component once My Borrowing is complete instead of the Change My Borrowing Plan Option. The Change My Borrowing Amount allows students to easily change their borrowing amounts and does not allow changes to the borrowing plan option unless eligibility changes and the 'Re-Require' configuration is set. | Optional | Checkbox |
| |
My Borrowing Setup Screenshot
