Table of Contents

Overview

The Export Fund Awarding Information File Process is available to Regent Fund licensed users, as a Process Type option on the Export Processes page. The process will create a data file containing award data for non-title IV funds as well as Donor Information and Thank You Note data.

‘Export Fund Awarding Information File’ Process Data Fields/Page Buttons

Field Name	Descriptions	Required/Optional	Type	Values	Business Rules
Institution	Institution for which the exported data will be applicable.	Required	Drop down	All Institutions for which the user has ‘View Student’ permission.	Only one Institution at a time can be selected.
Campus	Campus(es) for which the exported data will be applicable.	Required	Multi-select grid boxes.	All Campuses for the selected Institution.	Institution must be selected first. At least one selection is required. ‘Select all Campuses’ checkbox is available.
Site	Site(s) for which the exported data will be applicable.	Required	Multi-select grid boxes.	All Sites for the selected Campus.	Campuses must be selected first. At least one selection is required. ‘Select all Sites’ checkbox is available.
Period
Only Funds with Donor Information	Determines if all Funds will be available for selection or only Funds that have Donor Information configured.	Optional	Checkbox	Selected Unselected (default)	If selected, only Funds that have Donor Information configured in Fund Setup will be presented in the ‘Available Funds’ grid box.
Funds	Names of Funds available for selection, from Fund Setup	Required	Multi-select grid boxes.	Funds for the selected Campus(es), for the	At least one selection is required.
Export	Starts the Export process	Optional	Button
Cancel	Cancels the Export Process	Optional	Button
Save Selected Parameters	Allows the chosen parameters to be saved for future exporting or scheduling of the COD export process. For more information, see Saving Process Parameter Sets	Optional	Button

A ‘Thank You Note’ Smart Form will be created to allow students to enter a note of thanks to be communicated by the school to a donor. The document requirement will be triggered by packaging, based on Document Setup.