General Tab

The following table details the data fields on the General Setup screen.

Field Name	Description	Required/Optional	Type	Values	Business Rules
Regent Plan Settings
Enable Regent Plan	When this checkbox is selected, the Regent Plan is turned on and configurable.	Optional	Checkbox	Selected Unselected (Default)	When this field is unchecked, all fields are disabled and the Glossary and My Borrowing tabs are hidden and disabled. When Regent Plan is enabled, configuration at Site and Program levels can prevent the display of Regent Plan components for students at certain sites and in certain programs.
Display Regent Plan Component Tile on Dashboard	When the box is checked for this field, the Regent Plan landing page is accessible via the tile on the Dashboard.	Optional	Checkbox	Selected (Default) Unselected
Display Regent Plan Tools Tile in Regent Plan Component	When the checkbox is selected, the Regent Plan Tools tile will be displayed on the Regent PLan Landing page in Student Experience.	Optional	Checkbox	Selected Unselected
Display Regent Plan Component on the Menu	When the box is checked for this field, the Regent Plan landing page is accessible via the menu.	Optional	Checkbox	Selected (Default) Unselected
Regent Plan Component Display Name	Text entered into this field displays as the component name on the Dashboard tile and Menu (e.g. Financial Aid) and as the title of the Regent Plan landing page.	Optional	Textbox - 20 character maximum	"My Plan" (Default)
Display Current Program	When this checkbox is selected, the Current Program tile will display on the Regent Plan component screen in Student Experience.	Optional	Checkbox	Selected Unselected
Loans & Repayment Display	The selection determines where the 'Loans & Repayment' section of the Regent Plan component is displayed on the screen.	Optional	Drop-down	Beneath the Regent Plan Tool Tile/Above the Current Program Section Beneath the Current Program Section/Above the Academic Years Section Beneath the Academic Year Section/Above the Changes History/Saved Plan Estimations Sections
Display Subsidized Loan Usage	If this setting is enabled AND the student's Regent SULA Flag = Y, the student's Subsidized Loan Usage information will be displayed on the student's Plan in the Student Experience Portal.	Optional	Checkbox	Unselected (default) Selected
Display Instructional Message	When this checkbox is selected, the Instructional Header and Message configured displays at the top of the Regent Plan Component screen.	Optional	Checkbox	Selected Unselected (Default)
Instructional Message Header	The text entered here displays as a customized Header on the Regent Plan Component Instructional Text. The editor allows the user to apply formatting to the text and provide HTML to manipulate the display. There is no character limit.	Optional unless "Display Instructional Message" is Selected	Text	Alphanumeric
Instructional Message Text	The text entered here display as instructional text on the Regent Plan Component screen. The editor allows the user to apply formatting to the text and provide HTML to manipulate the display. There is no character limit.	Optional unless "Display Instructional Message" is Selected	Editor	Alphanumeric and HTML
Award Settings
Inherit from Portal Settings	If this field is checked, the configurations in this section automatically inherits the Portal Setting configuration. If this field is not checked, the configurations in this section can be updated.	Optional	Checkbox	Selected (Default) Unselected
Display Estimated Awards	When this field is set to Yes, Regent Plan includes Estimated Awards when award information is displayed on the Regent Plan component page.	Optional	Dropdown	Yes No	The field is inheritable from the Financial Aid tab on the Portal settings by default. If the Inherit the Portal Setting field is not selected, this field will be able to be changed and will have the same options as the Portal settings (i.e. Yes, No).
Academic Year Settings
Display Future Academic Years	When the box is checked for this field, Future Academic Years are displayed on the Regent Plan component page. If the box is not checked for this field, Future Academic Years are not displayed on the Regent Plan component page.	Optional	Checkbox	Selected (Default) Unselected
Over Direct Costs for Academic Year Text	The text entered here displays on the Regent Plan landing page for each Academic Year where the total awards exceed the Direct Costs.	Optional	Text - 20 character maximum	In Excess of Direct Costs (Default)
Under Direct Costs for Academic Year Text	The text entered here displays on the Regent Plan landing page for each Academic Year where the total awards are less than or equal to the Direct Costs.	Optional	Text - 20 character maximum	Needed to Cover Direct Costs (Default)
Loan Disclosure Settings
Enable Disclosure Information	When this field is enabled, the Disclosure Information page will be accessible to the student when the Disclosure link is accessed. A Disclosure Information link can be added to configurable messaging areas within Student Experience such as instructional messaging and footer messaging within the Student Experience portal. The link will be added as {link\|LINK TEXT\|PATH}, where link identifies an insertable token, LINK is the link text that will display to the user, and PATH is the Student Experience screen that will display. See Tokens page for additional information on tokens.	Optional	Checkbox	Selected (Default) Unselected
Only Display Disclosure Information to Students with Loan History	When this field is enabled, the Disclosure Information sub-page of Regent Plan will only display if the student has a Loan History. Loan History includes all Federal Subsidized Loans, Federal Unsubsidized Loans, Federal Graduate PLUS Loans, and Alternative Loans.	Optional	Checkbox	Selected (Default) Unselected
No Loan History Message Text	This message entered here will display to students with no loan history, when they attempt to access the Disclosure Information sub-page and the 'Only Display Disclosure Information to Students with Loan History' configuration is enabled.	Required, if 'Only Display Information to Students with Loan History' is enabled	Text - 250 character maximum	Default message: You do not have any loan history at this time. Please check back later.
Disclosure Information Message	The text entered here displays as the Disclosure Information on the Regent Plan Disclosure Information 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 the 'Enable Disclosure Information' is enabled.	Editor	Alphanumeric and HTML

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General Tab

General Tab Screenshot

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