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 to 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) to 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) to 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	Determines the FAY or AY Start Date Range to which the exported award data will be applicable.	Required	Dropdown	FAY If Selected, secondary dropdown presented with available FAYs. Academic Year If selected, Start Date From and Start Date To calendar fields are presented.	Select FAY to run export process for FAY-scoped funds. Select Academic Year to run export process for AY-scoped funds.
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. Determines the funds to which the exported award data will be applicable.	Required	Multi-select grid boxes.	Non-Title IV Funds for the selected Campus(es).	At least one selection is required. Funds with the following Official Fund Type in Fund Setup will NOT be presented for selection. Direct Graduate Plus Loan Direct Parent Plus Direct Subsidized Loan Direct Unsubsidized Loan Pell Grant TEACH Perkins Loan IASG
Export Button	Initiates the Export process.		Button		Status of the executed process is available in the Process Log.
Cancel Button	Cancels the Export Process.		Button
Save Selected Parameters Button	Allows the chosen parameters to be saved for future exporting or scheduling of the Export Fund Awarding Information File process. For more information, see Saving Process Parameter Sets		Button

Export File

Student Last Name
Student First Name
Student ID
External ID 1
1. Column header is dynamic based on configuration.
External ID 2
1. Column header is dynamic based on configuration.
External ID 3
1. Column header is dynamic based on configuration.
External ID 4
1. Column header is dynamic based on configuration.
Institution
Campus
Site
Grade Level
Program Name
Program Start Date
Program Credential
Fund Name
FAY
1. (YYYY-YYYY)
AY Start Date
Award Amount
Awarded On Date
Donor Name
1. From Fund Setup, if present
Donor Email
1. From Fund Setup, if present
Donor Phone Number
1. From Fund Setup, if present
Donor Website
1. From Fund Setup, if present
Donor Street Address
1. From Fund Setup, if present
Donor City
1. From Fund Setup, if present
Donor State
1. From Fund Setup, if present
Donor Zip Code
1. From Fund Setup, if present
Thank You Note Document Created On
1. Based on ‘Thank You Note’ Document Requirement for Award/Fund
Thank You Note Document Status
1. Based on ‘Thank You Note’ Document Requirement for Award/Fund
Thank You Note Document Text
1. From ‘Thank You Note Text’ field from Smart Form data, for ‘Thank You Note’ Smart Form Document Requirement for Award/Fund, when document has a status of ‘Satisfied’.

Thank You Note

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.