Below are the setup items to be used for each institution that you configure in the system.

1 General Tab
2 Identifiers Tab
3 Student ID Tab
4 User Defined Fields Tab
5 Document Reasons Tab
6 Program Groups Tab
7 State Tab
8 R2T4 Tab
9 Salesforce Tab
10 Portal Tab
11 Query Tab
12 Regent Access Tab

General Tab

Field Name	Required/Optional	Type	Value	Business Rules

Field Name	Required/Optional	Type	Value	Business Rules
External Institution ID	Required	Text box - 8 characters maximum		Used in data exchange between the system and the school's student information system and other third-party systems
Name	Optional	Text box - 256 characters maximum		Used in Regent Award UI and in student communications
Display Name	Required	Text box - 500 characters max	n/a	Used in SNAP questionnaires and student portal in the drop-down menu
Description	Optional	Text box - 60 characters maximum	n/a	Used in Regent Award UI and in student communications
OPEID	Required	Text box - 8 characters maximum	n/a	At the institution level, the last two digits of the OPEID must be 00
Active	Optional	Checkbox	Selected Unselected	If unselected, the institution is inactivated and the system will not allow for the import of ISIRs, processing of awards, and disbursement of funds.
Delay First Disbursement 30 days	Optional	Drop-down	Yes No	This is required for schools with a high default rate. If "Yes," delay the first disbursement 30 days for Perkins, Sub and Unsub loans for students who are first time and first-year borrowers (Aggregate loan amount = $0.00, has no loans for prior Payment Period at present, and is Grade Level 1). If "No," do NOT delay first disbursement 30 days.
Multiple Disbursement Requirement	Optional	Drop-down	Yes No	This is required for schools with a high default rate. If "Yes," for Perkins, Sub and Unsub loans, the school is required to have multiple disbursements for single-term loans.
Course Repeat Policy	Required	Drop-down	Select Qualify all repeat courses prior to 7/1/2011 Qualify only one repeat course prior to 7/1/2011	All repeat courses taken prior to 07/01/2011 are counted as Qualified Repeats OR Only the repeat courses taken up until the first course with quality points > 0 AND completed = true are counted as Qualified Repeats. After 07/01/2011, the student is eligible to receive Financial Aid for one more repeat (if they had any prior to 07/01/2011).
Contact Information
Inherit from Enterprise	Optional	Checkbox	Selected Unselected	If the information is the same as the Enterprise, selecting the box will allow for the information to be pre-populated based upon the Enterprise information
Financial Aid Administrator / Name	Optional	Text box - 64 characters maximum	Inherited	Available for inclusion in student communications
Financial Aid Administrator / Title	Optional	Text box - 32 characters maximum	Inherited	Available for inclusion in student communications
Financial Aid Administrator / Phone Number	Optional	Text box -255 characters maximum	Inherited	Available for inclusion in student communications
Financial Aid Administrator / Email Address	Optional	Text box - 255 characters maximum	Inherited	Available for inclusion in student communications.
CFO / Name	Optional	Text box - 64 characters maximum	Inherited	Available for inclusion in student communications.
CFO / Title	Optional	Text box - 32 characters maximum	Inherited	Available for inclusion in student communications.
CFO / Phone Number	Optional	Text box -255 characters maximum	Inherited	Available for inclusion in student communications.
CFO / Email Address	Optional	Text box - 255 characters maximum	Inherited	Available for inclusion in student communications.
President / Name	Optional	Text box - 64 characters maximum	Inherited	Available for inclusion in student communications.
President / Title	Optional	Text box - 32 characters maximum	Inherited	Available for inclusion in student communications.
President / Phone Number	Optional	Text box -255 characters maximum	Inherited	Available for inclusion in student communications.
President / Email Address	Optional	Text box - 255 characters maximum	Inherited	Available for inclusion in student communications.
Mailing Address
Inherit from Enterprise	Optional	Checkbox	Selected Unselected	If the information is the same as the Enterprise, selecting the box will allow for the information to be pre-populated based upon the Enterprise information
Line 1	Optional	Text box - 40 characters maximum	Inherited	Available for inclusion in student communications
Line 2	Optional	Text box - 40 characters maximum	Inherited	Available for inclusion in student communications
City	Optional	Text box - 30 characters maximum	Inherited	Available for inclusion in student communications
State	Optional	Drop-down	Inherited	Available for inclusion in student communications
Postal Code	Optional	Text box - 13 character maximum	Inherited	Available for inclusion in student communications
County	Optional	Text box - 30 character maximum	Inherited	Available for inclusion in student communications
Nation	Optional	Drop-down	Inherited	Available for inclusion in student communications
Phone Number	Optional	Text box	Inherited	Available for inclusion in student communications
Fax Number	Optional	Text box	Inherited	Available for inclusion in student communications
Program Participation Agreement (PPA) Information
Institution Type	Optional	Drop-down	Public Private Non-Profit For-Profit Foreign Foreign Public Foreign Private Foreign For-Profit	Informational Only
PPA Expires	Optional	Date	CCYYMMDD	Informational Only
Default Settings
Default Academic Year Units	Required	Text box		Sets the default number of units in an academic year. For Undergraduate Programs, the Academic Year definition should not be less than the minimal Federal Academic Year definition (24 semester credits or 36 quarter credits/30 weeks for credit hour; 900 units/26 weeks for clock hour).
Default Academic Year Weeks	Required	Text box		Sets the default number of weeks in an academic year. For Graduate Programs, the Academic Year definition should not be less than the minimal Federal Academic Year definition (30 weeks for credit hour; 26 weeks for clock hour).
Default Academic Calendar Type	Required	Drop-down	SAY - Federal Award Year Based BBAY1 - Borrower Based BBAY2 - Borrower Based BBAY3	Sets the default academic calendar type for student loans
Default Academic Period Type	Required	Drop-down	Standard Term Semester Standard Term Trimester Standard Term Quarter Standard Term Quarter 4 Non-Standard 2 SE9W Terms Non-Standard 3 SE9W Terms Non-Standard 4 SE9W Terms Non-Standard 5 SE9W Terms	Sets the default academic period type
Default Academic Year Unit Type	Required	Drop-down	Semester Credit Quarter Credit Credit Hr/Clock Hr. Conversion Semester Credit Credit Hr/Clock Hr. Conversion Quarter Credit Other Unit	Sets the default academic year unit type
Automatically Award Grade Level Progression	Required	Drop-down	Yes No (default)	For term-based programs only. Used to determine when the system should auto-create additional loan awards for Grade Level change increases during the loan period. If auto-package GL progression is "Yes," the eligibility increase will create a new award. It will use the auto-acceptance settings under fund set up. If the awards are passively accepted, both awards will be automatically accepted. If they require acceptance, both awards would start as offered and require student acceptance.
Apply SULA Calculations	Required	Drop-down	No (default) Yes	When this setting is enabled, the system will calculate and limit the total Subsidized Loan awarding if the Subsidized Usage Limit Applies (SULA) for that student.
(Non-Term) Courses for Anticipation	Optional	Text box		Used to calculate per course costs for anticipated packaging.
Default Payment Period Crossover	Optional	Two drop-downs, one for month, one for day	Date (month/day only)	Any crossover payment period that begins on or after this date will use the next FAY ISIR (for awarding Pell). The payment period start date of the student must be LESS THAN the date specified in this configuration in order for the loan to use the current year ISIR.
Default Academic Year Crossover	Optional	Two drop-downs, one for month, one for day	Date (month/day only)	Any loan Academic Year that begins on or after this date will use the next FAY ISIR. The Academic Year start date of the loan must be LESS THAN the date specified in this configuration in order for the loan to use the current year ISIR. For example, if this date is configured as May 01, and an Academic Year starts on May 1, 2019, all AY-based awards are packaged using the 2019-2020 ISIR. If the AY started April 1, 2019, the system would package AY-based awards using the 2018-2019 ISIR. If Auto-Assign Loan Crossover FAY Based on ISIR Availability = "Yes," and the AY crosses more than one FAY, Direct Loans may be awarded from the next-year FAY instead.
FAY Crossover Awarding	Required	Drop-down	Exhaust current year Award ONLY from prior year Award ONLY for next year	Determines how FAY based awards will be packaged in a crossover period (for FAY based funds only). Exhaust current year: If any eligibility remains for Prior Year, award from Prior Year. If none, award from Next Year. Award ONLY from prior Year: Award ONLY from Prior Year. Do NOT award from Next Year even if zero eligibility remains from Prior Year. Award ONLY for next Year: Award ONLY from Next Year. Do NOT award from Prior Year even if eligibility remains from Prior Year.
Auto-Assign Loan Crossover FAY Based on ISIR Availability	Required	Drop-down	No (default) Yes	When this setting is "Yes," and a student does not have an ISIR from the preferred FAY per the configured Default Academic Year Crossover Date, but the student has an ISIR from the other FAY in a crossover AY, the system will award loans using the other FAY's ISIR.
Alt-EFC Rounding	Optional	Drop-down	Standard Rounding (default) Round Up Truncate	Determines the method used for rounding to determine the alt-EFC months when a student has less than a full AY remaining to complete his/her non-term academic program.
Default Alt-EFC Months	Optional	Text box		For Non-Term – the default number of months of EFC for the BBAY. For Term – the default number of months for EFC for EACH of the terms in a BBAY.
Census Date Option	Required	Drop-down	Select (default) No Census Date Used Always use Full Term Census Date Always use Multiple Census Dates Use Multiple Census Dates unless course enrollment spans all configured dates, then use Full Term Census Date Use Multiple Census Dates unless course enrollment exists for Census Date 1 and at least one other configured Multiple Census Date, then use Full Term Census Date	This setting controls how the system will apply Census Dates configured on Term Setup to determine enrollment for Pell Grant awarding. Multiple census dates may be configured to support modular courses. Inherits to Campus Setup.
Allow Partial Payments	Optional	Drop-down	Yes No	Setting the value to "Yes "will enable a disbursement to be EST'd for an award when there is a difference between the Last COD Accepted Amount and the current Disbursement Amount at the time of EST.
Extend Academic Years for Non-Standard Term	Optional	Drop-down	Yes No	The system uses this to know whether or not additional terms must be added to the AY if the student fails to complete the AY units/weeks. If "No," the number of terms is based on the program setup. If "Yes," and the student lacks the AY units/weeks, the AY is extended with additional term(s).
Turn off Slow Progression Logic	Optional	Checkbox	Selected Unselected (default)	If selected, use the Programs Academic Year weeks' definition to calculate monthly and weekly COA items, unless the programs length is less than an academic year, then use the Program weeks. If unselected, the COA will be continually recalculated for monthly and weekly COA items based on the actual start and end date of a student's Academic Year or end of academic program if program is less than an academic year in length.
Bypass the cross-scope fund restriction for Academic Year scoped documents	Optional	Checkbox	Selected Unselected (default)	If selected, Federal award year (FAY) scoped funds (such as Pell) will not be restricted by academic year scoped document requirements.
Enable Abbreviated Periods (Non-term Only)	Optional	Drop-down	Yes No (default)	When this option is set to "Yes," schools will have the option, on the Program Management Wizard, to designate an academic year as an "Abbreviated Period" for external transfer students with an open academic year at a prior school, who are transferring into a non-term program. Schools will also have the ability to set up separate disbursement schedules for these abbreviated periods.
Split Weeks Across Payment Period (Non-term Only)	Optional	Drop-down	Yes No	When "No is chosen in this field, the system will not close a payment period until all of the in-progress courses started within that payment period have been completed. When "Yes" is chosen in this field, once the units requirement for the payment period has been met, a portion of a course's weeks can be counted to close that payment period, while the remaining weeks and all of the units of that course are counted in the next PP.
Exclude Internal Transfers Courses with 0 Quality Points Towards Progression	Optional	Checkbox	Selected Unselected (default)	This setting controls how SIS-provided internal transfers units with 0 quality points are handled in calculating progression unit totals. When false (unselected), these courses WILL count towards progression (completion of program and grade-level progression). When true (selected), these course WILL NOT count towards progression but these courses will be considered as attempted courses for SAP calculation.
Exclude External Transfer Courses with 0 Quality Points From Progression	Optional	Checkbox	Selected Unselected (default)	This configuration setting lets schools choose whether to exclude External Transfer Units from being counted toward progression units, when the transferred courses have zero Quality Points. When this option is enabled, External Transfer units with zero Quality Points (e.g. failed courses) are counted separately and not included in Progression Units.
Allow Regent to Calculate Instructional Weeks	Optional	Drop-down	Yes No	When this option is set to "Yes", Regent Award will calculate the Instructional weeks for each term, in order to calculate Pell using Pell formula 3, and to anticipate the student's academic plan. If "No" is chosen, the school will provide the Instructional weeks value for each term on term setup.
Uses Modules	Optional	Drop-down	Yes No	Select "Yes" if the school uses Modules. This value will inherit down to the Campus level, where it can be changed, and then it will inherit down the the Program level, where it can also be customized on a per program basis. If the school does not have modular programs, select "No."
Allow Packaging to Move Paid Disbursements	Optional	Drop-down	Yes No	When this field is set to "Yes", Regent Award will allow packaging to move paid disbursements from the payment period in which they were originally paid, to another payment period. When this field is set to "No", Regent Award will present a packaging error and prevent the disbursement from being moved.
Assume Attendance	Optional	Drop-down	Yes No	When “Yes” is selected in this field, Regent Award will assume attendance in a course, as of today’s date (or the course withdraw or course end date, as appropriate), if at least one indication of attendance has been provided on the course via either the SBL or Course Overrides. The “Effective as of” date must be provided if Assume Attendance is "Yes."
Effective as of	Optional	Date Picker	n/a	The “Effective as of” date must be provided if Assume Attendance is "Yes." This indicates the date at which a school wants to begin using this functionality. Regent Award will not assume attendance for courses that end prior to this date (course end date is a date prior to the date entered in the “Effective as of” field).
WB Reconciliation Process Option	Optional	Checkbox	Selected Unselected (default)	This option is for schools that do not have an external reconciliation process for updating their Accounts Receivable (AR) systems when disbursements are paid at COD on the web. When this option is selected, schools will have the option, on the WB (Web) Reconciliation Process screen, to determine which paid disbursements (that were imported into Regent Award on a Web Response file) should be exported for their AR system.
Auto Authorize Option	Optional	Checkbox	Selected Unselected	This option is related to the configuration "WB Reconciliation Process Option" above. When "WB Reconciliation Process Option" is checked, the "Auto Authorize" will display on the screen. When this option is selected, the disbursement record will automatically be included during EST for AR. When this option is not selected, the user will choose whether or not to include the disbursement record during EST for ARvia the disbursement grid on the COD WB Reconciliation Process Screen.
First day of Instructional Week	Required	Drop-down	Sunday (default) Monday Tuesday Wednesday Thursday Friday Saturday	Allows the school to set a specific day of the week as a first day of the instructional week for all Programs within this Institution.
Enable Year Round Pell Awarding	Optional	Checkbox	Selected Unselected (default)	When this option is selected, Regent Award will award "Year Round" or "150%" Pell beginning in the FAY selected in the "Starting FAY" field and ending in the FAY selected in the "Ending FAY" field. All FAYs that fall between the Starting and Ending FAY selected will be awarded "Year Round" or "150%" Pell. When this option is not selected, Pell is awarded at 100%.
Starting FAY	Optional	Drop-down	2017-2018 2018-2019 ...	Selects the starting FAY for Year Round Pell awarding
Ending FAY	Optional	Drop-down	2017-2018 2018-2019 ...	Selects the ending FAY for Year Round Pell awarding
Package Using Actual Loan Fees	Optional	Drop-down	Yes No	When this option is enabled, Regent Award will package Direct Subsidized, Direct Unsubsidized, Parent PLUS, and Grad PLUS Loans (via the Regent Award Packaging Philosophy) using the Net Amount of the loan(s) as a calculation basis, and will include calculated loan fees in the Award Amount. The calculated loan fees will be shown in COA. When this option is not enabled, Regent Award will package funds using the Gross Loan Amount.
AY Start Date for Package Using Actual Loan Fees	Optional	Date	Month/Day/Year Default is 7/1/2023	Start Date for AYs in which the packaging logic enabled by 'Package Using Actual Loan Fees' setting will be used.
BBAY Anchor Determination	Required	Drop-down	Actual Registered Units by the Term Start Date (default) Actual Registered Units by the Term Begin Actual Date Actual Registered Units by the Term Census Date Actual Registered Units by the Term Auto Withdraw Date Direct Loans Greater Than $0	Stipulates when Regent Award can "anchor" a term-based BBAY. Regent Award determines "anchor" eligibility based on a configured Term Date or when Direct Loans are greater than $0 in the term. The "Actual Registered Units by the Term Start Date" uses Term Setup's "Start Date" to anchor the term when actual registration is received by this date. The "Actual Registered Units by the Term Begin Actual Date" uses Term Setup's "Begin Actual Date" to anchor the term when actual registration is received by this date. The "Actual Registered Units by the Term Census Date" uses Term Setup's "Census Date 1" (term's first Census Date) to anchor the term when actual registration is received by this date. Note, even if ‘Determine Student-level Census’ is enabled, Regent Award still uses the configured Term Setup ‘Census Date 1’ for anchoring, regardless of the student’s individual Student-level Census Date. The "Registered Units by the Term Auto Withdraw Date" Date uses Term Setup's "Auto Withdraw Date" to anchor the term when actual registration is received by this date. Direct Loans Greater Than $0 will anchor the term when Direct Loan amounts in the term are packaged with an amount greater than $0. Note: Enrollment and Term Dates will not be considered when this option is selected. See Anchoring a BBAY for more details.
TSM Alert Disbursement Block	Required	Drop-down	Positive Disbursements ONLY (default) Positive and Negative Disbursements	When the student has a been placed on the NSLDS "Transfer Monitoring" list, Regent Award blocks disbursements for the student for 7 days. Regent Award also blocks disbursement if the student has an NSLDS TSM Alert. If "Positive Disbursements ONLY" is selected, the TSM Alert or 7-day hold will block only positive disbursements for the student, and negative disbursement will be able to flow through EST until the TSM Alert is cleared or the 7-day hold expires. If "Positive and Negative Disbursements" is selected, the TSM Alert or 7-day hold will block both positive and negative disbursements for the student, until the TSM Alert is cleared or the 7-day hold expires.
Adjust Loan Amounts for Overlapping Academic Years Within Regent for Program Changes and Track Changes into Term and NST Programs	Optional	Drop-down	Yes (default) No	The setting controls whether Regent adjusts Subsidized and Unsubsidized loan amounts for term-based students for Internal Overlapping Academic Years (OAYs). The setting also controls several OAY-related Tasks. Yes: the system will automatically adjust Federal Direct Subsidized and Unsubsidized Loans when a student has a previous Overlapping Academic Year within Regent. The adjustment applies only to students currently in term or nonstandard term programs. No: the system will not reduce loan amounts in new Academic Years. Users may choose to make manual adjustments.
Adjust Loan Amounts for External Overlapping Academic Years with Loans from Other Schools	Optional	Drop-down	Yes (default) No	The setting controls whether Regent adjusts Subsidized and Unsubsidized loan amounts for term-based students for External Overlapping Academic Years (OAYs). The setting also controls several OAY-related Tasks. Yes: the system will automatically adjust Federal Direct Subsidized and Unsubsidized Loans when a student has a previous Overlapping Academic Year at a school with a different Federal Direct Student Loan (FDSL) identifier. The adjustment applies only to students currently in term or nonstandard term programs. No: the system will not reduce loan amounts in new Academic Years. Users may choose to make manual adjustments.
Support Mid-Term Program Start Dates: Begins Academic Plan with the term containing the Program Start Date	Optional	Checkbox	Selected Unselected (default)	If this setting is enabled, Regent Award will begin the student's Academic Plan for a program with the term that contains the Program Version Start Date. When the option is not selected (is turned off) and there is no registration for a term containing a Program Version Start Date other than the Term Start Date, Regent Award will begin the student's Academic Plan for a program with the first new term following the Program Version Start Date.
Auto Acceptance of Redistributed Funds	Optional	Checkbox	Selected Unselected (default)	When enabled, increased Subsidized Loan eligibility for a student that has already previously accepted SUB and UNSUB loans will be auto-accepted.
Independent Assumed Housing Status	Required	Dropdown	On-Campus On-Campus with Dependents Off-Campus (Default) Military Housing	The Housing Status selected here is used as the default Housing Status for Independent students for cost items configured with a Housing Status(s). The system will first use the housing choice from the housingStatus UDF, then use the configured Independent Assumed Housing Status. If a housingStatus User Defined Field (UDF) is present for a student and the effective dates apply to the period being packaged, the housingStatus UDF value is always used. A housingStatus UDF with applicable effective dates takes priority over a housingStatus UDF without effective dates. housingStatus User Defined Field values (case sensitive): OnCampus OnCampusWithDependents WithParent OffCampus MilitaryHousing Blank
Dependent Assumed Housing Status	Required	Dropdown	On-Campus On-Campus with Dependents Off-Campus (Default) Military Housing	The Housing Status selected here is used as the default Housing Status for Dependent students for cost items configured with a Housing Status(s). The system will first use the housing choice from the housingStatus UDF, then use the configured Dependent Assumed Housing Status. If a housingStatus User Defined Field (UDF) is present for a student and the effective dates apply to the period being packaged, the housingStatus UDF value is always used. A housingStatus UDF with applicable effective dates takes priority over a housingStatus UDF without effective dates. housingStatus User Defined Field values (case sensitive): OnCampus OnCampusWithDependents WithParent OffCampus MilitaryHousing Blank
Display Staff Dashboard Header Text	Optional	Checkbox	Selected Unselected (Default)	When enabled, the ‘Staff Dashboard Header Text’ textbox will appear.
Staff Dashboard Header Text	Optional (Required if ‘Display Staff Dashboard Header Text’ is enabled)	Textbox	Staff UI Message (Default) Custom Message	The text entered here will display in a textbox at the top of the Dashboard tab in Regent. To view the message, a user must have the ‘View Students’ permission enabled for the configured Institution. If a user has the ‘View Students’ permission enabled for more than one Institution, they will see the message configured for the first Institution, ordered alphabetically, for which they have access.
Automated Program Change Settings
Automate Program Changes for SE Program Groups	Optional	Drop-down	Yes No	When “Yes” is selected in this field, Regent Award will attempt to automate Substantially Equal program changes for those programs that are grouped as Substantially Equal using Program Groups setup. The Program Groups must be configured with SE programs before this setting is enabled. If a Program Change occurs between two programs that do not share the same Program Group, that Program Change will be considered as Not Substantially Equal (NSE).
Automate SE Program Changes in Abbreviated Periods	Optional	Drop-down	Yes No	When “Yes” is selected in this field, Regent Award will attempt to automate Substantially Equal program changes occurring during an AY that has been designated as an “Abbreviated Period” for those programs that are grouped as Substantially Equal using Program Groups setup.
Automate Pre-start Program Changes	Optional	Drop-down	Yes No	When “Yes” is selected in this field, Regent Award will attempt to automate Substantially Equal program changes for those programs that are grouped as Substantially Equal using Program Groups setup.
Automate Program Changes within X days of Plan Start	Optional	Text box - Numeric max value of 99		When "Yes" is selected for Automate Pre-start Program Changes, Regent Award will attempted to automate program changes occurring within the number of days specified in this field after the start of the student’s Academic Plan in Regent Award (if the student has no paid awards). Access to this configuration option is controlled by permissions.
SAP Settings
Automatically suspend when determined unable to meet MTF	Required	Drop-down	Yes No	If "Yes," and it is determined at any point in time that the student is not able to meet the requirements of the Maximum Time Frame calculation, the student will be automatically suspended. If "No," the student will go through the normal (FAWarning --> FAProbation --> FASuspended) SAP process.
SAP FA Suspension cancels all future aid	Required	Drop-down	Yes No	If "Yes," the system will cancel awards to which SAP applies, for all future terms/payment periods (after the end of the SAP review period). Awards that have been marked as "Manual" in Regent Award will not be canceled by this option. If "No," future awards will not be canceled for SAP FASuspended students.
Date to be used when applying the SAP policy	Required	Drop-down	Review Period Start Date (default) Review Period End Date	This is used to determine when the SAP policy that will be applied. If the SAP policy is payment period based, and "Review Period End Date" is chosen in this field, then the system will use a student's payment period end date to determine which SAP policy applies to that student based on the SAP policies effective dates. If the SAP policy is academic year based, and "Review Period End Date" is chosen in this field, then the system will use a student's academic year end date to determine which SAP policy applies to that student based on the SAP policies effective dates.
Use Prior Program SAP Status When Program Is Changed At Same Level	Required	Drop-down	Yes No (default)	This configuration setting determines whether SAP status is inherited when a student has a program-level change at the same level (Undergraduate to Undergraduate, or Graduate to Graduate). For example, an Associates-to-Bachelor's program change (from a two-year to four-year program) is still at the same level, because both programs are Undergraduate. If this setting is Yes, when a student has a program change at the same level (between two Undergraduate programs, or between two Graduate-level programs), then the system will use the last SAP review period in the previous program to determine the student's financial aid eligibility for the new program. If this setting is No, the system will not use the prior program's SAP status to determine eligibility in the new program. Note: This setting was previously named "Use Prior Program SAP Status when Program is Changed."
Use Prior Program SAP Status When Program Level Is Changed	Required	Drop-down	Yes No (default)	This configuration setting determines whether SAP status is inherited when a student has a program change across program levels: from Undergraduate to Graduate, or from Graduate to Undergraduate. Yes - the prior program's SAP status will be used to determine eligibility for the first SAP review period in the new program. No - the prior program's SAP status will not inherit to the new program, and the SAP at the beginning of the new program will be ‘Not Calculated.’
Delay SAP Calculation Due to Missing Grades	Required	Drop-down	Yes No	When this field is set to "Yes," the system will not perform a SAP calculation on a student until grades are received for all courses within the SAP Review Period that meet the following criteria: Program Applicable, has Attendance, is not Withdrawn, is not Excluded from SAP. Qualified Repeats are included. See SAP Setup
Auto-Generate SAP Node from Student GPA	Required	Drop-down	No (default) Yes	This configuration controls whether the system will try to calculate a SAP status from a student’s cumulative GPA. When the setting is Yes, the system will keep a record of Cumulative GPA values and apply them to evaluate Satisfactory Academic Progress (SAP). When the setting is No, the institution must supply a SAP record by importing SAP data on the Student Batch Load (SBL) process. See Satisfactory Academic Progress (SAP)
Offset Days for Calculating SAP for Nonterm Review Period	Optional	Drop-down	Numeric, positive integer, up to 3 digits. Zero is a valid value. Default is empty/null.	This setting is used in conjunction with Auto-Generate SAP Node From Student GPA. When a value is provided in this field on a nonterm program, Regent Award will not automatically evaluate Satisfactory Academic Progress for a closed nonterm payment period based on the student’s Cumulative GPA until the specified number of days after the end of the payment period being closed. The system will evaluate SAP using the most recent cumulative GPA received on or after the offset day. If this value is blank or zero, the system will evaluate SAP when the student is packaged and the payment period is closed. See Satisfactory Academic Progress (SAP)
COA Settings
For Term based programs, COA Recalculation Options	Required	Drop-down	Use Census Units Freeze at Term Start Date Freeze at End of Term (default)	If "Use Census Units" is selected, use the (totalCensusProgramApplicableUnits + courseAdjustmentTotalCensusProgramApplicableUnits) for the student to determine COA for the term, regardless of the date when the student is being packaged. Continue to use anticipated enrollment to calculated COA for anticipated periods. If "Freeze at Term Start Date" is selected, stop recalculating COA at Term Start Date. (Re-calculate cost of attendance for the current term that a student is enrolled in until the term start date) If "Freeze at End of Term" is selected, indicates that COA will recalculate through the end of the term.
For Non-term Programs, freeze Cost of Attendance Recalculation for all except Monthly/Weekly COA items	Required	Drop-down	Yes No	COA items will not be frozen while a student's Academic Plan is "Anticipated." The option chosen only applies if the student has actual enrollment. If Yes, stop recalculating COA items (except those that are monthly/weekly) when there is Actual enrollment on the first Payment Period of the Academic Year. If No, continue to recalculate all COA items (except those that are monthly/weekly) until the academic year is closed.
For Non-Term Programs, freeze Monthly/Weekly COA items for slow student progress	Required	Drop-down	Yes No	COA items will not be frozen while a student's Academic Plan is "Anticipated." The option chosen only applies if the student has actual enrollment. If Yes is chosen - Use the Programs Academic Year weeks definition to calculate monthly and weekly COA items, unless the programs length is less than an academic year, then use the Program weeks. If No is chosen – the COA will be continually recalculated for monthly and weekly COA items based on the actual start and end date of a student's Academic Year or end of academic program if program is less than an academic year in length.
Exclude All Non-Attended Withdrawn Courses For Per Course Items	Optional	Checkbox	Selected Unselected (default)	This setting controls the types of withdrawn courses excluded in the COA calculation for costs that look at course count (per course Cost Items). When unselected, only courses with a withdrawal date prior to the course start date will be excluded in the course count. When checked, any non-attended withdrawn courses are excluded. However, non-attended courses that are withdrawn after the COA freeze can still be in included in the period's COA.
For Term based programs, always include Attended Program Applicable Withdrawn Courses for Cost Items using units	Optional	Drop-down	Yes No	When this setting is checked, program applicable (PA) courses that were attended and withdrawn count towards Cost of Attendance (COA). The described PA courses count towards COA when the course's Enrolled Date is prior to the values configured in "For Term based programs, COA Recalculation Options" (via Institution Setup) and the course's Attended flag is "true." This setting does not apply to the enrollment level calculation, Repeat Disqualified units, Remedial Disqualified units, Cumulative Unit Filters on Cost Item Setup or per course Cost Items.
ISIR Settings
Verification Status: Federal Award Year	Optional	Drop-down	Displays available Federal Award Years	The options selected in the Verification Status fields will be used to set the Verification Status when importing ISIRs for the Federal Award Year(s) selected unless 'Verified' status is able to be inherited. If no value is selected, Not Verified (N) will be set by default.
Verification Status: V Group	Optional	Drop-down	V1 V2 V3 V4 V5 V6	The options selected in the Verification Status fields will be used to set the Verification Status when importing ISIRs for the Federal Award Year(s) selected unless 'Verified' status is able to be inherited. If no value is selected, Not Verified (N) will be set by default.
Verification Status: Verification Status	Optional	Drop-down	Payment Without Verification (W) Not Verified (N) Selected, but not Verified (S)	The options selected in the Verification Status fields will be used to set the Verification Status when importing ISIRs for the Federal Award Year(s) selected unless 'Verified' status is able to be inherited. If no value is selected, Not Verified (N) will be set by default.
ISIR Verification Status Override	Optional	Drop-down	Yes No	For active ISIRs, inherit the verification status from the previous Active ISIR.
Export Non-Verified Pell AND DL Sub to COD	Optional	Drop-down	Yes No	Allow non-verified Pell and DL Subsidized awards to be exported to COD.
Packaging Options	Required	Drop-down	Package Using Active ISIR (default) Package Using Corrected active ISIR, transmitted Package Using Corrected active ISIR, not transmitted Restrict packaging until Corrected FAY ISIR is received	Sets the default value on the last step of the ISIR Correction wizard. In the wizard, you must select the appropriate option to use for packaging while the ISIR is in the process of being corrected by CPS.
ISIR Student Matching	Required	Drop-down	SSN+DOB SSN+DOB+Last Name SSN first, then DOB+F/L Name Student External ID 2 (Only available if Regent Access is enabled)	This field dictates how ISIR's are matched to students during the ISIR Load process. If the SSN option is selected, the process will first attempt to match by the student's social security number. If no match is found initially, the process will associate the ISIR to a student if the date of birth, first name, and last name all match. If the SSN+DOB+LastName is selected, the social security number, date of birth, and last name all must match for an ISIR to be associated with the student. If the SSN+DOB is selected, the social security number and date of birth all must match for an ISIR to be associated with the student. If Regent Access is enabled, this field should be set to Student ID 2 and a new student record will be created under a new Institution tor each corresponding FSC listed on the ISIR upon no match.
Match ISIR to Student's Site level FSC	Optional	Drop-down	Yes No	When this field is set to "Yes," ISIRs will be matched to students only if the student's ISIR contains the Federal School Code (FSC) of the Site the student is attending. Otherwise, if this field is set to "No," ISIRs will be matched to students if the student's ISIR contains a Federal School Code that is a match to any Site within the Institution the student is enrolled under. When this option is flipped from "No" to "Yes," and vice versa, Regent Award will not go back and re-match ISIRs that were previously matched under the "No" option. This field should be set to 'Yes' if Regent Access is enabled on the Regent Access tab.
Cease ISIR Matching for Inactive Students	Required	Drop-down	Yes No	When ‘Yes’ is selected for this field, imported ISIRs will not be matched to students if the student has an ‘Inactive’ status. If the student returns to Active status, ISIR matching will resume for the student. Selection can be set at Campus level. Note: If Inactive students are included in batch packaging runs, ‘Cease ISIR Matching for Inactive Students’ should not be enabled to avoid packaging with dated information.
Rebuild and Import Award Settings
COD Rebuild AY Start Date Offset	Optional	Text box - Numeric 3 digits max	n/a	Indicates the number of offset days used to align rebuild AY data to the Regent Award AY (term only). If the offset is not configured and the value is blank, Regent Award will use the dates from the SBM record. This option helps determine issues where the term start date does not match the PP start date from Import Rebuild Data.
COD Rebuild AY End Date Offset	Optional	Text box - Numeric 3 digits max	n/a	Indicates the number of offset days used to align rebuild AY data to the Regent Award AY (term only). If the offset is not configured and the value is blank, Regent Award will use the dates from the SBM record. This option helps determine issues where the term end date does not match the PP end date from Import Rebuild Data.
Import Award AY Start Date Offset	Optional	Text box - Numeric 3 digits max	n/a	Used for the Import Award and Disbursement Process. Indicates the number of offset days used to align imported award data to the Regent Award AY.
Import Award AY End Date Offset	Optional	Text box - Numeric 3 digits max	n/a	Used for the Import Award and Disbursement Process. Indicates the number of offset days used to align imported award data to the Regent Award AY.
Import Award PP Start Date Offset	Optional	Text box - Numeric 3 digits max	n/a	Used for the Import Award and Disbursement Process. Indicates the number of offset days used to align imported disbursement data to the Regent Award PP.
Import Award PP End Date Offset	Optional	Text box - Numeric 3 digits max	n/a	Used for the Import Award and Disbursement Process. Indicates the number of offset days used to align imported disbursement data to the Regent Award PP.
Block Packaging for Pending Award Imports	Optional	Drop-down	Yes No	Used for the Import Award and Disbursement Process. If the student already converted (rebuilt / post-conversion) and an "Import Awards and Disbursements" file is received and there is an award import with a validation issue, this determines if the school wants to resolve before packaging the student. If "Yes," all packaging will be blocked for all awards for this student. Do not add this student to an open "batch" for Regent Award to package. Regent Award will throw an error for that student – a batch error message. If "No," only the imported award will not be packaged for this student.
Require Import Award Data for AY0 Years	Optional	Drop-down	Yes (default) No	When this setting is "Yes," the system will require Import Award data to support COD awards in academic years prior to the student's Academic Plan start date. When this setting is "No," the conversion process will allow processing of COD Rebuild awards that do not have accompanying Import Awards and Disbursements, only for Academic Years that occur before the student's Academic Plan start date. If this setting is "No," and a FAY-based award (such as a Pell Grant) has disbursements in both AY0 and AY1, the system will only require Import Awards and Disbursements data for disbursements occurring in AY1 and later AYs.
Use Import Award Data to Create SBM Records	Optional	Drop-down	Yes No	Used for the Import Award and Disbursement Process. This field controls whether or not Import Award data is used to create StudentBBAYModification (SBM) records and add the student to batch packaging blocks for students that have both COD Rebuild data and Import Award data, where the COD Rebuild data is in a 'Pending Review' status.
When provided, only use the Import Award Disbursement terms to match COD Rebuild data to a Payment Period	Optional	Drop-down	Yes No	Used for the Import Award and Disbursement Process. When this flag is true, COD Rebuild Disbursements will only be matched to a Payment Period using an associated Import Award Disbursement Term (when provided). If this flag is false or there is no associated term, the legacy Payment Period matching logic will apply (this uses the data to try to determine best match for a PP).
Override Short/Invalid Length Academic Years For Import Award Supported COD Rebuild Data	Optional	Drop-down	Yes No	Used for the Import Award and Disbursement Process. Selecting "Yes" will ignore any validation errors triggered by invalid length and short academic years in the rebuild data during the import process.
System will manage Loans as of	Optional	Drop-down	2010-2011 2011-2012 ...	Indicates the year in which Regent Award will take over management of student's loans.
System will manage Grants as of	Optional	Drop-down	2010-2011 2011-2012 ...	Indicates the year in which Regent Award will take over management of student's grants.
Offset Fund Budget Amounts for Import Awards	Optional	Checkbox	Selected Unselected	When this option is unselected, Regent Award allows conversion Import Awards and Disbursements (IAD) to process into Regent Award without reducing the applicable fund budget. Regent assumes that awards created or updated in Regent Award from IAD files have already been accounted for by the fund budget in the pre-Regent Award system. Fund budget amounts configured in Regent Award should reflect what is remaining to award at the time of go-live. For example, users would query their current Financial Aid (FA) system to find all Import Awards and Disbursements grouped into Federal Award Year and Date Ranges (that match Regent Award Fund Budget configuration) to calculate the total amount awarded. The budget amount value entered into Regent Award should be "total available budget" minus the query total (amount Regent Award can award). Information Note: Customers that are currently processing FA for budgeted funds via the IAD process in a Regent Production environment are not impacted with this new option (post go-live). Post go-live customers are not advised to turn off this process. A customer that is not currently processing FA for budgeted funds via the IAD process in a Regent Production environment (pre go-live), may or may not need to turn off this process. A customer that has a need to import or on-board inactive students with budgeted funds via the IAD process but does not want the fund's budget amount to update, should turn off this process. A customer that always wants the fund's budget amounts to be offset (updated) via the IAD process should keep this process turned on.
Auto-Package New Title IV Awards in Rebuild Loan Award Periods	Optional	Drop-down	Yes No	This setting controls whether Regent Award should try to automatically create new Title IV awards if an existing Title IV Rebuild loan already exists in the same Award Period. If "No," and a student has a Title IV COD Rebuild loan in an award period, Regent Award will not automatically create any new Title IV awards in that loan period regardless of additional eligibility. If "Yes," and a student has eligibility, Regent Award will automatically create new Title IV awards in award periods containing Title IV Rebuild loans. If a new Regent Award school expects to import all existing packaged awards as Rebuild files, the setting should be left configured to "No." For example, Passive Acceptance schools may not want to auto-package any new awards in addition to the existing Rebuild awards. If a new Regent Award school expects to import only some awards, but expects auto-packaging to add new awards, the setting should be configured to "Yes." For example, if an Active Acceptance school only imports Accepted awards, but has many Offered awards that do not have Rebuild data, the school may want to configure the setting as "Yes."
Academic Year 1 overlaps Regent Award Program Start Date
Start Date is Less Than or Equal to Max Loan Period End Date	Optional	Drop-down	Default to Academic Year 1 Default to Academic Year 1 and Require Review	Academic Year 1 overlaps Regent Award Program Start Date; Default to Academic Year 1 - The Regent Award program's start date is in the middle of the previous program's AY, and within an open LP. When Regent Award receives a Course Enrollment Program start date in Regent Award that overlaps with the previous program's AY, Regent Award marks the AY as AY1. Regent Award assumes that since the actual program start date for Regent Award falls within the previous program's AY, it must have been a Substantially Equal Program Change. When this option is selected, Regent Award will being the student's Academic Plan with AY1.
Start Date is Greater Than Max Loan Period End Date	Optional	Drop-down	Default to Academic Year 1 Set Academic Year to Prior-to-Program (AY0)	Academic Year 1 overlaps Regent Award Program Start Date; Set Academic Year to Prior-To-Program (AY0) - The Regent Award program's start date is in the middle of the previous program's AY, but after the LP end date. Regent Award will start a new AY0 for the student's academic plan. Regent Award marks the SBM as prior-to-program, and enters it as an AY0. Any open loans for the student's prior program or rebuild data Regent Award receives will go into AY0.
Email Settings for Communications
From Name	Optional	Text box - 100 characters max		Used in student communications
From Address	Optional	Text box - 100 characters max		Used in student communications
CC From Name	Optional	Text box - 100 characters max		Available for inclusion in student communications
CC From Address	Optional	Text box - 100 characters max		Available for inclusion in student communications
BCC From Name	Optional	Text box - 100 characters max		Available for inclusion in student communications
BCC From Address	Optional	Text box - 100 characters max		Available for inclusion in student communications
Content Used in Communications
Website Address	Optional	Text box - 100 characters max		The configured information can be used in communication templates (e.g. emails, text). If configured, this field is used in the Standard communication templates.
Email Address	Optional	Text box - 100 characters max		The configured information can be used in communication templates (e.g. emails, text). If configured, this field is used in the Standard communication templates.
SAP Policy URL	Optional	Text box - 100 characters max		The configured information can be used in communication templates (e.g. emails, text). If configured, this field is used in the Standard communication templates.
Privacy Policy Display Name	Optional	Text box - 100 characters max		The configured text is used to display the Privacy Policy URL in a student-friendly manner.
Privacy Policy URL	Optional	Text box - 100 characters max		The configured information can be used in communication templates (e.g. emails, text). If configured, this field is used in the Standard communication templates.
Document Signature Requirement If checkbox is not checked, all fields in Electronic Signature and Paper Process Settings will be disabled (grayed out).
Enable Document Signature Requirements	Optional	Checkbox	Unselected	Selecting this checkbox makes Electronic Signature Settings and Paper Document Process Settings sections available.
Electronic Signature Settings This section of configuration is visible only when the appropriate licensing is in place and the Enable Document Signature Requirements checkbox is checked. The settings in this section will automatically inherit to the Campus and Document setup level, but can also be customized at those levels.
Sources of Parent Data	Optional	Checkboxes	ISIR SBL/SIS Manually Entered in Regent Created By Student	Parent information will be extracted in the priority order listed below (skipping over those sources not chosen by the school to be used) for the selected data sources and displayed in the Student Portal. The system will use the parent(s)' information based on the first selected data source (including email address) to determine the parent information presented to the student. Multiple sources of parent data can be selected but only the first selected data source will be presented. ISIR SBL/SIS Manually Entered in Regent Created by Student For each source of data used, the most recent data set based on the date/time the data was created, will be used. This configuration impacts the "Request Parent Signature" screen in the Student Experience portal. The student will be presented with their parent information pre-populated on the screen and provided the option to select the parent who will be sent a signature/portal access email.
Parent Identity Verification Attempts Allowed	Optional	Dropdown	3 4 5	Applicable to the SNAP Portal product only, not applicable to the Student Experience Portal product.
Portal Access Request Link Expires in	Optional	Dropdown	24 hours 48 hours 72 hours	The option chosen here will determine the amount of time until the Parent invitation to create a Student Portal account expires. The timeframe will be communicated to the parent in the email invitation text.
Paper Document Process Settings This section of configuration is visible only when the appropriate licensing is in place and the Enable Document Signature Requirements checkbox is checked. This section of configuration is visible only when the appropriate licensing is in place. The settings in this section will automatically inherit to the Campus and Document setup level, but can also be customized at those levels.
Display Options for Paper Documents Process	Optional	Dropdown	Upload signed form (default) Send form via approved method Upload signed form and send form via approved method	Selection will determine the radio button options displayed in the ‘Confirmation of Signature’ step in the Student Experience Portal, when a form is configured for electronic signature and the student has chosen not to electronically sign the document. Options selected for this field will inherit to Campus Setup but can be changed at Campus level.
Approved Method(s) for Sending Form	Optional	Text Box	Default Text: Approved method(s) for sending form: Please mail the signed signature page of the form to the financial aid office.	Field only displays if selection for ‘Display Options for Paper Process’ is ‘Send form via approved method’ or ‘Both upload signed form and Send form via approved method.’ Text entered here will display in the Student Experience Portal to instruct the student how and where to send documents when not using an electronic signature/submission process. Text entered in this field at Institution Level should inherit to Campus Setup but can be changed.
Task Settings
Days between last completed course and task – Term	Required	Text box	Numeric 0-999 Default value = 7	This field pertains only to the Review Completed Courses No Current Registration task for term programs. When a student completes their current course(s) and is not registered for another course(s) within X number of days, the student should be reviewed for R2T4. This task will trigger on the X day after the last completed course for the student. In this field, enter the number of days after the last completed course in which the R2T4 review should be triggered / completed.
Days between last completed course and task – Non Term	Required	Text box	Numeric 0-999 Default value = 7	This field pertains only to the Review Completed Courses No Current Registration task for non-term programs. When a student completes their current course(s) and is not registered for another course(s) within X number of days, the student should be reviewed for R2T4. This task will trigger on the X day after the last completed course for the student. In this field, enter the number of days after the last completed course in which the R2T4 review should be triggered / completed.
Days between last completed course and task – Non-Standard Term	Required	Text box	Numeric 0-999 Default value = 7	This field pertains only to the Review Completed Courses No Current Registration task for non-standard term programs. When a student completes their current course(s) and is not registered for another course(s) within X number of days, the student should be reviewed for R2T4. This task will trigger on the X day after the last completed course for the student. In this field, enter the number of days after the last completed course in which the R2T4 review should be triggered / completed.
Days between term end date and task	Required	Text box	Numeric 0-999 Default value = 7	Configurable field to support the 'Review Unofficial Withdrawal for R2T4' task. This field should contain the number of days after the term end date that the "Review Unofficial Withdrawal for R2T4" task should be triggered.
Days between course drop and task	Required	Text box	Numeric 0-999 Default value = 7	This field pertains only to the Review Withdrawal from Current Courses task. Enter the number of days between the course withdrawal date and the task being triggered.
Show reminder when closing tasks whose documents have not been updated	Optional	Checkbox	Selected Unselected	Show a confirmation dialog when a document-related task is updated to a status of "Closed," "Completed," or "Waived," but the document related to the task has not been updated to a status of "Satisfied," "Incomplete," "Waived," or "Unsatisfied."
Active / Inactive Student Settings
Exclude Inactive Students From Bulk Communications	Optional	Checkbox	Selected Unselected	When selected, all students imported on the Student Batch Load (SBL) file as active=false will be excluded from the generation of bulk communications in Regent Award. Communications must be manually generated and transmitted for these students from the activity log tab.
Exclude Inactive Students From Task Queues and Assignment	Optional	Checkbox	Selected Unselected	When selected, the tasks of all students imported on the Student Batch Load (SBL) file as active="false" will be hidden from the task queues in Regent Award; tasks for each student will still be visible on the student's task tab. For schools using auto-task assignment, the tasks will be un-assigned and returned to the pool of un-assigned tasks. These tasks will be picked back up for auto-reassignment if the student becomes active again in the future.
Fund Disbursement during Breaks
Allow disbursement of funds to students on LOA breaks	Optional	Drop-down	Yes No Only for prior completed payment periods	When "No" is selected, students on a LOA will not receive funds via the EST for A/R process for the entire duration of the break. When "Only for prior completed payment periods" is selected, funds from the current payment period will not be disbursed during the LOA, but funds for prior completed payment periods will be disbursed. Funds that are setup to be non-disbursable or are not disbursed by the system are not affected by this option. When "Yes" is selected and there is a scheduled disbursement during that break, the student will receive funds.
Allow disbursement of funds to students on CORE breaks	Optional	Drop-down	Yes No Only for prior completed payment periods	When "No" is selected, students on a CORE will not receive funds via the EST for A/R process for the entire duration of the break. When "Only for prior completed payment periods" is selected, funds from the current payment period will not be disbursed during the CORE, but funds for prior completed payment periods will be disbursed. Funds that are setup to be non-disbursable or are not disbursed by the system are not affected by this option. When "Yes" is selected and there is a scheduled disbursement during that break, the student will receive funds.
Allow disbursement of funds to students on Administrative breaks	Optional	Drop-down	Yes No Only for prior completed payment periods	When "No" is selected, students on an Administrative break will not receive funds via the EST for A/R process for the entire duration of the break. When "Only for prior completed payment periods" is selected, funds from the current payment period will not be disbursed during the Administrative break, but funds for prior completed payment periods will be disbursed. Funds that are setup to be non-disbursable or are not disbursed by the system are not affected by this option. When "Yes" is selected and there is a scheduled disbursement during that break, the student will receive funds.
Allow disbursement of funds to students on Unapproved breaks	Optional	Drop-down	Yes No Only for prior completed payment periods	When "No" is selected, students on an Unapproved break will not receive funds via the EST for A/R process for the entire duration of the break. When "Only for prior completed payment periods" is selected, funds from the current payment period will not be disbursed during the Unapproved break, but funds for prior completed payment periods will be disbursed. Funds that are setup to be non-disbursable or are not disbursed by the system are not affected by this option. When "Yes" is selected and there is a scheduled disbursement during that break, the student will receive funds.
Allow disbursement of funds to students on Institutional breaks	Optional	Drop-down	Yes No Only for prior completed payment periods	When "No" is selected, students on an Institutional break will not receive funds via the EST for A/R process for the entire duration of the break. When "Only for prior completed payment periods" is selected, funds from the current payment period will not be disbursed during the Institutional break, but funds for prior completed payment periods will be disbursed. Funds that are setup to be non-disbursable or are not disbursed by the system are not affected by this option. When "Yes" is selected and there is a scheduled disbursement during that break, the student will receive funds.
Ready to Package Process Options
Re-export student when ISIR transaction number is updated	Optional	Drop-down	Yes No	When this option is set to "Yes," students with a "Clean" ISIR, who've received an updated ISIR transaction which is also clean, will be re-exported in the Ready to Package file in a Ready to Package status, with the updated ISIR transaction number.
Re-export student when verification status is updated	Optional	Drop-down	Yes No	When this option is set to "Yes," students with a "Clean" ISIR, whose verification status has changed, will be re-exported in the Ready to Package file.
Re-export when student's Original Name ID is updated	Optional	Drop-down	Yes No	When this option is set to "Yes," students with a "Clean" ISIR, whose Original Name ID field has changed, will be re-exported in the Ready to Package file in a Ready to Package status, with the updated Original Name ID.
Re-export if student's EFC is updated	Optional	Drop-down	Yes No	When this option is set to "Yes," students with a "Clean" ISIR, whose EFC field has changed, will be re-exported on the Ready to Package file, in a Ready to Package status, with the updated EFC.
Include "S" and "W" Verification Statuses	Optional	Drop-down	Yes No	When this option is set to "Yes," the Ready to Package file will also include students whose current active ISIR has a verification status of either “Selected, Payment Without Verification“ or “Selected, Not Verified.” Those students must meet all other requirements for the existing Ready to Package process. Students meeting these criteria will be exported on the Ready to Package file in a “Ready to Package” status. For students needing Identity Verification, the Identity Verification value must also be provided for the corresponding FAY. If the Identity Verification value for the corresponding FAY is removed, the student will be re-exported on the Ready to Package file in a “Pending” status.
Disbursement Schedule Settings
For Title IV funds, schedule disbursements using	Optional	Drop-down	Payment Period Start Date Earliest Program Applicable Course Start Date Earliest Non-Program Applicable Course Start Date	If the value "Payment Period Start Date" is chosen, then by default, disbursements for Title IV funds will be scheduled based on an offset from the payment period start date. This value is inheritable down to the Campus and Disbursement Schedule setup levels. This value can be changed on the Disbursement Schedule setup for each individual fund, if needed. If the value "Earliest Program Applicable Course Start Date" is chosen, then by default, disbursements for Title IV funds will be scheduled based on an offset from the start date of the earliest program applicable course in the payment period. This value is inheritable down to the Campus and Disbursement Schedule setup levels. This value can be changed on the Disbursement Schedule setup for each individual fund, if needed. If the value "Earliest Non-Program Applicable Course Start Date" is chosen, then by default, disbursements for Title IV funds will be scheduled based on an offset from the start date of the earliest non-program applicable course in the payment period. This value is inheritable down to the Campus and Disbursement Schedule setup levels. This value can be changed on the Disbursement Schedule setup for each individual fund, if needed.
For non-Title IV funds, schedule disbursements using	Optional	Drop-down	Payment Period Start Date Earliest Program Applicable Course Start Date Earliest Non-Program Applicable Course Start Date	If the value "Payment Period Start Date" is chosen, then by default, disbursements for non-Title IV funds will be scheduled based on an offset from the payment period start date. This value is inheritable down to the Campus and Disbursement Schedule setup levels. This value can be changed on the Disbursement Schedule setup for each individual fund, if needed. If the value "Earliest Program Applicable Course Start Date" is chosen, then by default, disbursements for non-Title IV funds will be scheduled based on an offset from the start date of the earliest program applicable course in the payment period. This value is inheritable down to the Campus and Disbursement Schedule setup levels. This value can be changed on the Disbursement Schedule setup for each individual fund, if needed. If the value "Earliest Non-Program Applicable Course Start Date" is chosen, then by default, disbursements for non-Title IV funds will be scheduled based on an offset from the start date of the earliest non-program applicable course in the payment period. This value is inheritable down to the Campus and Disbursement Schedule setup levels. This value can be changed on the Disbursement Schedule setup for each individual fund, if needed.
For Title IV funds, require attendance for disbursement	Optional	Drop-down	Yes No	If the value "No" is chosen, then by default, disbursements for Title IV funds will not require attendance to be posted in order for the disbursement to be released once the payment period or course start date (depending on the disbursement scheduling option chosen) has been reached (unless attendance is an "EST Release Requirement" defined within the disbursement schedule setup). This field is inheritable to the Campus and Disbursement Schedule setup levels and be changed on the Disbursement Schedule setup for each individual fund, if needed. If the value "Yes" is chosen, then by default, disbursements for Title IV funds will require attendance to be posted in order for the disbursement to be released once the payment period or course start date (depending on the disbursement scheduling option chosen) has been reached. Any "EST Release Requirements" for attended units or weeks, that have already been defined on disbursement schedule setup, will override the attendance requirement implemented with this setting, which is 1 unit OR 1 week of attendance once the payment period or course start date has been reached. This field is inheritable to the Campus and Disbursement Schedule setup levels and be changed on the Disbursement Schedule setup for each individual fund, if needed.
For non-Title IV funds, require attendance for disbursement	Optional	Drop-down	Yes No	If the value "No" is chosen, then by default, disbursements for non-Title IV funds will not require attendance to be posted in order for the disbursement to be released once the payment period or course start date (depending on the disbursement scheduling option chosen) has been reached (unless attendance is an "EST Release Requirement" defined within the disbursement schedule setup). This field is inheritable to the Campus and Disbursement Schedule setup levels and be changed on the Disbursement Schedule setup for each individual fund, if needed. If the value "Yes" is chosen, then by default, disbursements for non-Title IV funds will require attendance to be posted in order for the disbursement to be released once the payment period or course start date (depending on the disbursement scheduling option chosen) has been reached. Any "EST Release Requirements" for attended units or weeks, that have already been defined on disbursement schedule setup, will override the attendance requirement implemented with this setting, which is 1 unit OR 1 week of attendance once the payment period or course start date has been reached. This field is inheritable to the Campus and Disbursement Schedule setup levels and be changed on the Disbursement Schedule setup for each individual fund, if needed.
Record Retention Settings
Enable Student Record Retention Process	Optional	Checkbox	Selected Unselected	Checking this box will enable the process to purge student data. The Record Retention Period Start Date is determined by the Last day of the LAST FAY during which the student has attended.
Use the Program Start Date for Students with no Attendance and no Awards:	Optional	Checkbox	Selected Unselected	If unchecked students that never attended will not be included in the record deletion process.
Retention Period Length	Required	Textbox	Numeric 0-999 Default value = 888	Number of months AFTER the Student Record Retention Period Start Date before records will be eligible for deletion.
Include Partially Deleted Students in Future Deletions	Optional	Checkbox	Selected Unselected	Allows partially deleted students to be included in future deletions.

Identifiers Tab

Field Name	Required/Optional	Type	Value	Business Rule

Field Name	Required/Optional	Type	Value	Business Rule
School Identification Codes
COD Source ID	Optional	Text box - 8 characters maximum		The COD Export process will export the COD Source ID in the Routing ID tag within the <Source> element.
Third Party Servicer	Optional	Drop-down	Yes No	If Yes, the COD Export process will export the COD Source ID in the Routing ID tag within the <ThirdPartyServicer> element. If No, the COD Export process will export the COD Source ID in the Routing ID tag within the <School> element.
COD Reporting Entity ID	Optional	Text box - 8 characters maximum	n/a	The COD Export process will export the COD Reporting Entity ID in the Routing ID tag within the <ReportingSchool> element. The Reporting School Routing ID is the ID for the school that sends and receives data for the campuses and sites that it serves.
COD Attended Entity ID	Optional	Text box - 8 characters maximum	n/a	The COD Export process will export the COD Attended Entity ID in the Routing ID tag within the <AttendedSchool> element. The Attended School Routing ID is the institution, campus or site where the student attends class if that location has its own Pell Grant or Direct Loan code.
FDSL Program ID	Optional	Text box - 6 characters maximum	n/a	When a Federal Direct or PLUS loan is created, the FDSL Program ID is included within the Financial Award ID. The COD Export process will export the <FinancialAwardID> tag in the COD record for the student.
FWS ID	Optional	Text box - 6 characters maximum	n/a	Informational
FSEOG ID	Optional	Text box - 6 characters maximum	n/a	Informational
Pell ID	Optional	Text box - 6 characters maximum	n/a	When a Pell Grant is created, the Pell ID is included within the Financial Award ID. The COD Export process will export the <FinancialAwardID> tag in the COD record for the student.
Federal Perkins ID	Optional	Text box - 6 characters maximum	n/a	The Federal Perkins Loan Program ID value.
Perkins Loan Service ID	Optional	Text box - 50 characters maximum	n/a	Ther Perkins Loan Service ID value.
Tax ID Number	Optional	Text box - 9 characters maximum	n/a	The school tax ID number value.
Fund Indicators
FDSL Eligible	Optional	Checkbox	Selected Unselected	If "Yes," school will offer this fund type (School will have the ability to modify the fund in fund set up and packaging philosophy). If "No," school will not offer this fund type.
FSEOG Eligible	Optional	Checkbox	Selected Unselected	If "Yes," school will offer this fund type (School will have the ability to modify the fund in fund set up and packaging philosophy). If "No," school will not offer this fund type.
FWS Eligible	Optional	Checkbox	Selected Unselected	If "Yes," school will offer this fund type (School will have the ability to modify the fund in fund set up and packaging philosophy). If "No," school will not offer this fund type.
FWC Eligible	Optional	Checkbox	Selected Unselected	If "Yes," school will offer this fund type (School will have the ability to modify the fund in fund set up and packaging philosophy). If "No," school will not offer this fund type.
FWSJLD Eligible	Optional	Checkbox	Selected Unselected	If "Yes," school will offer this fund type (School will have the ability to modify the fund in fund set up and packaging philosophy). If "No," school will not offer this fund type.
FWS Com Serv. Eligible	Optional	Checkbox	Selected Unselected	If "Yes," school will offer this fund type (School will have the ability to modify the fund in fund set up and packaging philosophy). If "No," school will not offer this fund type.
FWS Priv Sec Empl Eligible	Optional	Checkbox	Selected Unselected	If "Yes," school will offer this fund type (School will have the ability to modify the fund in fund set up and packaging philosophy). If "No," school will not offer this fund type.
Pell Eligible	Optional	Checkbox	Selected Unselected	If "Yes," school will offer this fund type (School will have the ability to modify the fund in fund set up and packaging philosophy). If "No," school will not offer this fund type.
Default Pell Formula	Optional	Formula 1 Formula 3 Formula 4	n/a	This field is applicable only if the "Pell Eligible" indicator is checked. This value defaults the Pell Formula value on Program Setup.
Perkins Eligible	Optional	Checkbox	Selected Unselected	If "Yes," school will offer this fund type (School will have the ability to modify the fund in fund set up and packaging philosophy). If "No," school will not offer this fund type.
TEACH Eligible	Optional	Checkbox	Selected Unselected	If "Yes," school will offer this fund type (School will have the ability to modify the fund in fund set up and packaging philosophy). If "No," school will not offer this fund type.

Student ID Tab

Field Name	Required/Optional	Type	Value	Business Rules

Field Name	Required/Optional	Type	Value	Business Rules
Student ID 1	Optional	Checkbox	Selected Unselected	Checking the box indicates that you will use this student ID in the system. The system requires a minimum of one external student ID so Student ID 1 should always be checked to Yes.
Student ID 1 Name	Optional	Text box - 500 characters max		Name of the student ID displayed in the system
Display on Student Details Screen	Optional	Checkbox	Selected Unselected	Checking the box indicates that you want the ID to display on the Student Summary tab
Student ID 2	Optional	Checkbox	Selected Unselected	Checking the box indicates that you will use this student ID in the system.
Student ID 2 Name	Optional	Text box - 500 characters max		Name of the student ID displayed in the system
Display on Student Details Screen	Optional	Checkbox	Selected Unselected	Checking the box indicates that you want the ID to display on the Student Summary tab
Student ID 3	Optional	Checkbox	Selected Unselected	Checking the box indicates that you will use this student ID in the system.
Student ID 3 Name	Optional	School defined		Name of the student ID displayed in the system
Display on Student Details Screen	Optional	Checkbox	Selected Unselected	Checking the box indicates that you want the ID to display on the Student Summary tab
Student ID 4	Optional	Checkbox	Selected Unselected	Checking the box indicates that you will use this student ID in the system.
Student ID 4 Name	Optional	School defined		Name of the student ID displayed in the system
Display on Student Details Screen	Optional	Checkbox	Selected Unselected	Checking the box indicates that you want the ID to display on the Student Summary tab

User Defined Fields Tab

User Defined Fields (UDFs) are configured for the purpose of sending student-specific data on the SBL, to Regent, from the Student Information System (SIS). The UDF field values are used for informational purposes, to populate student-scoped documents, set cost items, provide input to communication filters, and activate custom award rules. UDFs are sent in the Student Batch Load (SBL) data in the Additional Information section. There is not a limit on the number of UDFs that may be configured on the setup screen. Below are the setup options for creating UDFs. On Student Details, the UDFs sent for a student are listed under Institutionally Defined Data. There is a maximum display of fifty Institutionally Defined Data rows.

Field Name	Required/Optional	Type	Value	Business Rules

Field Name	Required/Optional	Type	Value	Business Rules
Field Name	Optional	Text box - 50 characters max		This will be the name populated in UDF dropdown lists in Regent.
Code	View Only	Text box		This field is not editable but populates automatically based on Field Name entered. Data in this field is used for Regent processing of UDF field name/value pairs.
Notes	Optional	Text box - 500 characters max		Informational
Used By RNA Rulesets	Optional	Checkbox	Selected Unselected	Indicates whether or not the system uses this field in any system rules. This field is not editable.
Allow Effective Dates	Optional	Checkbox	Selected Unselected	Indicates whether or not effective dates are to be used with this particular UDF. An existing UDF field cannot have the "Allow Effective Dates" flag value edited to "checked" if Document Setup is using the UDF. An existing UDF field, for which the "Allow Effective Dates" flag value is edited to "checked" cannot be deleted if Document Setup is using the UDF. An existing UDF field, for which the "Allow Effective Dates" flag value edited to "checked" cannot be deleted if any existing student has this UDF name, with a non-null value.
Auto Timestamp	Optional	Checkbox	Selected Unselected	When selected, "created on" and "updated on" timestamps will populate for the UDF.
UDF Value Field Type	Optional	Dropdown	Text (default) Number Amount Date	The option selected here is used to update the value field type from a standard string field type to a text field, number field, amount field, or date field. If this User Defined Field is configured as a Sort Priority in Regent Fund, this field is required. If a saved UDF Value Field Type for a UDF is changed, existing values for the UDF will be validated and all must meet validation criteria for the new type in order for the change to be saved. UDF Value Field Type of ‘Date’: Value must be a valid date in YYYY-MM-DD format UDF Value Field Type of ‘Number’: Value must have no more than six digits before a decimal or without a decimal. Value must have no more than three digits past a decimal. UDF Value Field Type of ‘Amount’: Value must have no more than six digits before a decimal or without a decimal. Value must have no more than two digits past a decimal.

Document Reasons Tab

Field Name	Required/Optional	Type	Value	Business Rules

Field Name

Required/Optional

Type

Value

Business Rules

Display these reasons in the "Reason" list when editing document

Optional

Checkbox

Selected
Unselected

If selected, the "Reason" drop-down on student documents will display the list of reasons contained in the grid + the "Other" option in the document "Reasons" drop-down list (on the student documents tab).

If not selected, the drop-down will not display.

Reason

Optional

Text box - 500 characters max

This message will be displayed to the student as a reason for/purpose of the document on the portal, and in the letters and emails that go out to the student.

Short Name

Optional

Text box - 50 characters max

Represents a unique identifier for each reason

Program Groups Tab

This allows you to identify and group together substantially equal academic programs for use in the program change process. Users have the ability to override these group associations in the Program Management Wizard.

Field Name	Required/Optional	Type	Value	Business Rules

Field Name	Required/Optional	Type	Business Rules
Name	Required	Text box - 50 characters max	Identifies the academic program group name
External Program Group ID	Required	Text box - 60 characters max	External ID that can be used for mapping or reporting purposes by the school. Must be unique within a given Enterprise.
Description	Optional	Text box - 500 characters max	Informational
Available Programs	Optional	Multi-select list box	Displays all of the academic programs (Name, Campus, Type, Credential, Period Type, Unit Type, and Date added) available at all campuses within the institution.
Selected Programs	Optional	Multi-select list box	Displays the selected academic programs (Name, Campus, Type, Credential, Period Type, Unit Type, and Date added) to be grouped together as substantially equal.

State Tab

Field Name	Description	Required/Optional	Type	Value	Business Rule

Field Name	Description	Required/Optional	Type	Value	Business Rule
Enable MHEC Settings	If ‘Enable MHEC Settings’ is selected, then the subsequent fields on the page are editable.	Optional	Checkbox	Selected Unselected (default)
Roster Student Matching	The selection in this field will be used to match the unique student roster ID to the RosterExternalID selected for roster processing.	Optional	Drop-down	RosterExternalID1
Roster Fund Matching	The selection in this field will be used to match the award on the roster to the Agency Program ID on fund configuration.	Optional	Drop-down	Program Group ID Program ID
Enrollment Level Setup	The selection in this field will determine if the Standard Enrollment Setup or the Alternate Enrollment Setup will be used when determining the enrollment status for roster processing.	Optional	Drop-down	Standard Alternate
Roster Processing Options	The selection in this field will be used to determine if all students on the roster should be processed or whether students for whom the only cancellation code is for insufficient enrollment status should be excluded from the resulting export file until the roster processing offset date for the term.	Optional	Drop-down	Process All Do not include students that do not meet minimum fund enrollment status until the offset date for the term
Offset Days for Roster Processing	The number of days represented by the value entered in this field will be added to the start date of the term to determine the date on which Regent will begin including all students on the resulting export file - even those for whom the only cancellation code is for insufficient enrollment status.	Optional	Text Box	Numerical, max of 3 characters	If "Roster Processing Options" = "Do not include students that do not meet minimum fund enrollment status until the offset date for the term" is selected, then "Offset Days for Roster Processing" should contain a numerical value
Housing Plan	The option selected for this field will be used for the Housing Plan for roster processing. If 'Always use ISIR' is selected, the housing plan from ISIR will be used. If 'Use Off Campus and 'With Parent only from ISIR' is selected, the housing plan from the ISIR will be used, except when On Campus or no value is listed and will default to Off Campus. If Always use Off Campus is selected, the housing plan will always default to Off Campus. If the Use UDF Housing Plan is configured and added to a student, this value will override the Housing Plan configuration for that student.	Optional	Drop-down	Always Use ISIR Use off Campus and With Parent only From ISIR Always use Off Campus
Use UDF Housing Plan	All UDFs configured for your institution will be available via a dropdown.	Optional	Drop-down	Dependent on UDF configured for your institution

R2T4 Tab

Field Name	Description	Required/Optional	Type	Value	Business Rule

Field Name	Description	Required/Optional	Type	Value	Business Rule
FSEOG Percentage for R2T4	Determines the percentage of FSEOG funds to be used in R2T4 calculations. If the FSEOG fund does not contain any institutional funds, this should be set to 100%. If the FSEOG fund contains 20% institutional funds, this should be set to 80%. If left blank, 100% is assumed.	Optional	Text	Numeric	School defined.
Date Used to Identify R2T4 Inadvertent Overpayments:		Required	Drop-down	Date of Determination (DOD) Date of Withdrawal (DOW)	If “Do You Take Attendance” = “Yes”, the default value should be “Date of Withdrawal.” If “Do You Take Attendance” = “No”, the default value should be “Date of Determination.” If the user chose "Date of Determination (DOD) present the user with the following options Include disbursement as IOP if the disbursement release date is after the DOD Include disbursement as IOP if the disbursement release date equal to or after the DOD If the user chose "Withdrawal Determination (WDD), present the user with the following options: Include disbursement as IOP if the disbursement release date is after the WDD Include disbursement as IOP if the disbursement release date equal to or after the WDD
Date Used to Consider Non-Rebuild Loans as "Originated":	This field gives schools the ability to define when a loan is considered "Originated" for the purposes of R2T4 calculations and included as "Aid that could have been disbursed" to the student. If the date defined is after the DOD/WDD, the loan is not considered "Originated" and therefore is not included in the R2T4 calculation as "Aid that could have been disbursed" to the student. If the date defined is before or equal to the DOD/WDD, the loan is considered "Originated" and included in the R2T4 calculation as "Aid that could have been disbursed" to the student.	Required	Drop-down	COD Accepted Date Award Create Date COD Initial Export Date
Originated Loan Amount to Use If Amount on R2T4 Processing Date is Lower Than Amount on R2T4 Date of Withdrawal	Determines R2T4 Step 1 Amount to be used when the originated Loan Amount on R2T4 Processing Date is Lower than the originated Amount on R2T4 Date of Withdrawal. Originated Loan Amount refers to original loan amount and any subsequent changes that have been accepted by COD.	Required	Drop-down	Amount as of R2T4 Date of Withdrawal Amount as of R2T4 Processing Date	Default is 'Amount as of R2T4 Date of Withdrawal'.
Originated Loan Amount to Use If Amount on R2T4 Processing Date is Higher Than Amount on R2T4 Date of Withdrawal	Determines R2T4 Step 1 Amount to be used when the originated Loan Amount on R2T4 Processing Date is higher than the originated Amount on R2T4 Date of Withdrawal. Originated Loan Amount refers to original loan amount and any subsequent changes that have been accepted by COD.	Required	Drop-down	Amount as of R2T4 Date of Withdrawal Lower of the Highest Amount Originated prior to R2T4 Date of Withdrawal and Amount Originated as of R2T4 Processing Date	Default is 'Amount as of R2T4 Date of Withdrawal'.
Criteria Used to Consider an MPN Linked to a Loan	This field will determine whether Direct Loans are included in the R2T4 calculation when an MPN is linked to the award at COD or in Regent Award. If "Loan Record Accepted at COD has a Linked MPN" is selected, then the Direct Loan will be included in the R2T4 calculation if the COD Accepted loan has a MPN Linked at COD. If "Loan Record has a Linked MPN - May or may not be Linked at COD" is selected, the Direct Loans will be included in the R2T4 calculation if there is a linked MPN on file, whether it is linked manually in Regent Award or linked at COD. Direct Loans that do not have a linked MPN will not be included in the R2T4 calculation.	Required	Drop-down	Loan Record Accepted at COD has a Linked MPN Loan Record has a Linked MPN - May or may not be linked at COD
Auto-Cancel Excluded Title IV Disbursements for R2T4	When this setting is selected, any Title IV funds (except for the Federal Work Study) on a student’s account, during the R2T4 period, that are not included in the R2T4 calculation, are cancelled automatically when the R2T4 is finalized. When this option is set to "Yes," Regent will automatically cancel Title IV (except FWS) disbursements, in the R2T4 period, that were excluded from the R2T4 calculation. When this option is set to "No," this feature is not enabled and users are still required to manually cancel Title IV disbursements that were excluded from the R2T4 calculation during the R2T4 period.	Optional	Drop-down	Yes No
Automatically Return Grant Amounts in Step 10	When "yes" is selected, Regent Award will return amounts greater than $50 on Step 10: Return of Grant Funds by the Student within the R2T4 Worksheet. When "no" is selected, Regent Award will not act upon the Step 10: Return of Grant Funds by the Student within the R2T4 Worksheet.	Optional	Drop-down	Yes No (default)	Inherits down to the Campus level.
Offset to Establish PWD Response Deadline	When a value is provided in this field, Regent Award will add the number of days entered here to the R2T4 Finalization Date to determine the value to auto-populate the "Deadline for student and/or parent to respond" field on the R2T4 Wizard PWD Tab. R2T4 Finalization Date + number of offset days = PWD Response Deadline. For example, 01/01/2019 + 10 offset days = 01/11/2019 - PWD Response Deadline. When this date is populated, Regent Award will auto-set the date for which a response from the student is required to accept the PWD funds.	Optional	Text box	Numerical, max of 2 characters	Default value is "blank". Zero is a valid entry.
Offset to Establish Fund Auto-cancellation Date for IOP PWDs	When a value is provided in this field, Regent Award will add the number of days entered here to the R2T4 Finalization Date to determine the value to auto-populate the "Actual Cancel Date" field for IOP PWDs on the R2T4 Wizard PWD Tab. R2T4 Finalization Date + number of offset days = Auto-cancellation Date for IOP PWDs. For example, 01/01/2019 + 10 offset days = 01/11/2019 - Auto-cancellation Date for IOP PWDs. When this date has arrived, and the Net Accepted Amount of the disbursement is blank or $0, Regent Award will automatically cancel the disbursement.	Optional	Text box	Numerical, max of 2 characters	Default value is "blank". Zero is a valid entry.
Offset to Establish Fund Auto-cancellation Date for non-IOP PWDs	When a value is provided in this field, Regent Award will add the number of days entered here to the R2T4 Finalization Date to determine the value to auto-populate the "Actual Cancel Date" field for non-IOP PWDs on the R2T4 Wizard PWD Tab. R2T4 Finalization Date + number of offset days = Auto-cancellation Date for non-IOP PWDs. For example, 01/01/2019 + 10 offset days = 01/11/2019 - Auto-cancellation Date for non-IOP PWDs. When this date has arrived, and the Net Accepted Amount of the disbursement is blank or $0, Regent Award will automatically cancel the disbursement.	Optional	Text box	Numerical, max of 2 characters	Default value is "blank". Zero is a valid entry.
Include Loan Disbursements Cancelled for Below Half Time Status	If this setting is Yes, when the system zeroes out a Direct Loan amount due to a student dropping to below Half Time enrollment status in a term, Regent Award will apply the canceled loan amount to the "Net Amount that Could Have Been Disbursed" in Step 1 of the R2T4 calculation. The setting applies to term and nonstandard term programs only. See Including Funds in the R2T4 Calculation	Required	Drop-down	No (default) Yes	Inherits down to the Campus level.
Automation Settings
Identify Whether a Potential R2T4 is Required	This option MUST be set to yes in order to automate R2T4 within Regent Award. This field will determine whether a potential R2T4 is required. If "No" is selected, If "No" is selected, Regent Award will not perform any R2T4 automation. If "Yes" is selected, Regent Award will automatically identify whether a potential R2T4 is required when a Date of Determination is provided on the SBL.	Required	Drop-down	Yes No
Offset from DOD for Evaluation of Need for R2T4s	When a value is provided in this field, Regent Award will attempt to automatically close those R2T4s that are "Not Required." This field will determine the number of days after the DOD that an R2T4 will first be evaluated to determine if the R2T4 is not needed. This is an offset from the student's Date of Determination (DOD), received in the SBL R2T4 node for “Date of Determination” or updated on the R2T4 worksheet, manually, by a user. DoD + number of offset days = first day Regent Award will perform the evaluation. For example, 01/01/2019 + 10 offset days = 01/11/2019 - first day Regent Award will perform the evaluation. The "Not Required Logic" will be run daily until the R2T4 can be closed as "Not Required", or until the R2T4 is "Finalized" by either a user or the R2T4 Automation Process. If Review R2T4 Task triggered by SBL and the DOD in the R2T4 node is further in the past than the number of days for the offset(s), the evaluation will take place on the next run of the R2T4 automation process.	Required - When Identify Whether a Potential R2T4 is Required is set to yes	Text box - numeric 3 characters max		The default value is blank and is only editable when "Identify Whether a Potential R2T4 is Required" is set to "Yes" Zero is a valid entry for this field. If a value is entered into this field, but then "Identify Whether Potential R2T4 is required" is changed to "No," then the value entered into this field should be cleared. The "Offset from DOD for Evaluation of Need for R2T4s" configuration shall have a validation where the days entered CANNOT be greater than the days entered in the "Offset from DOD to Auto-Finalize R2T4s"
Offset from DOD to Auto-Finalize R2T4s	When a value is provided in this field, Regent Award will attempt to automatically finalize those types of R2T4s that are configured under "Types of R2T4s to Auto-Finalize" option. This field will determine the number of days after the DOD that an R2T4 can be assessed for auto-finalization. This is an offset from the student's Date of Determination (DOD), received in the SBL R2T4 node for “Date of Determination” or updated on the R2T4 worksheet, manually, by a user. This offset will determine when Regent Award will begin evaluating potential R2T4s to see if they can be “Finalized.” DoD + number of offset days = first day Regent Award will perform the evaluation. For example, 01/01/2019 + 25 offset days = 01/26/2019 - first day Regent Award will perform the evaluation. The "Auto-Finalization Logic" will be run daily until the R2T4 can be "Finalized" by the R2T4 Automation Process, or until the R2T4 is "Finalized" by a user. If Review R2T4 Task triggered by SBL and the DOD in the R2T4 node is further in the past than the number of days for the offset(s), the evaluation will take place on the next run of the R2T4 automation process.	Required - When Identify Whether a Potential R2T4 is Required is set to yes	Text box - numeric 3 characters max		The default value is blank and is only editable when "Identify Whether a Potential R2T4 is Required" is set to "Yes" Zero is a valid entry for this field. If a value is entered into this field, but then "Identify Whether Potential R2T4 is required" is changed to "No," then the value entered into this field should be cleared. The "Offset from DOD to Auto-Finalize R2T4s" configuration shall have a validation where the days entered CANNOT be lesser than the days entered in the "Offset from DOD for Evaluation of Need for R2T4s"
Types of R2T4s to Auto-Finalize	When R2T4 Automation is turned on, Regent Award will attempt to automatically Auto-Finalize the types of R2T4s selected from the list. When R2T4 Automation is turned on, Regent Award will attempt to automatically auto-finalize the types of R2T4s selected from this configuration option. Fully Earned/Fully Disbursed: The R2T4 results in the student earning all aid disbursed; No refund or PWD is calculated. Refunds: The R2T4 calculation results in a refund. PWDs: The R2T4 calculation results in a Post-Withdrawal Disbursement.	Optional	Multi-select list box	Select Full Earned/Fully Disbursed Refunds PWDs	The default value is blank and is only editable when "Identify Whether a Potential R2T4 is Required" is set to "Yes" Press CTRL when selecting multiple options.
Cease Attendance Date	This setting determines from which data field on the either the SBL or Regent Award the date value will be pulled that will be used in the automated R2T4 calculation for Nonterm students.	Optional	Drop-down	R2T4 Node: R2T4 Withdrawal Date (default) R2T4 Node: Date of Determination R2T4 Node: Last Date of Academic-Related Activity Regent Award: Most Recent LDA for R2T4 Period	Inherits to Program-level

Salesforce Tab

Field Name	Description	Required/Optional	Type	Value	Business Rule

Field Name	Description	Required/Optional	Type	Value
ExternalID	Defines which student External ID will be mapped within the Salesforce application.	Optional	Dropdown	ExternalID 1 ExternalID 2 ExternalID 3 ExternalID 4
Award Letter Communication	Defines which communication will be displayed as an "FA Indicator" stating that action is needed from the student regarding their Award package. Identifies the Institution-specific communication name to be synchronized with Regent Award as a timestamp to indicate latest communication with the student. This information can be retrieved from Regent Award on the Communication Setup tab.	Optional	Dropdown	List of available Communications
Missing Document Communication	Defines which communication will be displayed as an "FA Indicator" stating that action is needed from the student regarding their missing documents. Identifies the Institution-specific communication name to be synchronized with Regent Award as a timestamp to indicate latest communication with the student. This information can be retrieved from Regent Award on the Communication Setup tab.	Optional	Dropdown	List of available Communications
Document Availability	Determines what documents are visible within the Salesforce application. Options are 'All' or 'Blocking'. Blocking documents are defined as those in an unsatisfied, needed, or incomplete status.	Optional	Dropdown	All Blocking
Task Availability	Determines what tasks are visible within the Salesforce application. Options are 'All' or 'Blocking'. Blocking tasks are defined as those in an open, in process, re-opened, on hold, or reviewed status.	Optional	Dropdown	All Blocking

Portal Tab

See Student Experience Portal Data Elements

Query Tab

See Query Tool.

Regent Access Tab

Field Name	Description	Required/Optional	Type	Value	Business Rule

Field Name	Description	Required/Optional	Type	Value	Business Rule
General Settings
Enable Regent Access	This field is enabled for Regent Access products only. If enabled, the Federal School Code field on the Campus and Site settings are not required and if blank, will not be listed in the School List dropdown in the questionnaire, and the correction process will create and export the Regent Access ISIR Format file. This field will also expand the acceptable range for SSN and relax Comment Code 17 in the Verification Correction Wizard if enabled.	Optional	Radio button	Selected Unselected	If the eAccess ISIR Formatted File is being exported, this configuration is required to be enabled.
Allow Personal Information Updates	Select to allow updated First Name, Last Name, SSN/ITIN/DACA, or DOB data from submitted Access applications to override system data.	Optional		Selected Unselected	When this field is selected, if the student’s First Name, Last Name, SSN/ITIN/DACA, or DOB entered in the application is different than the data entered during student portal account registration, the data entered on the application will be used to update the student’s information in Regent/Student Experience.
Allow Editing of Submitted Applications	Select to allow Access applications that have already been signed and submitted to be edited.	Optional	Checkbox	Selected Unselected	When this field is selected, student users will be allowed to edit submitted applications in the student portal. The Edit function will create a new document requirement and will launch the Smart Form with data prepopulated from the original version.
Display ‘Edit Completed Form’ Message	Select to be able to configure text that will display when the student clicks 'Edit a Completed Form' in the portal.	Optional	Checkbox	Selected Unselected (default)	Will display if ‘Allow Editing of Submitted Application’ is selected When this checkbox is selected, the ‘Edit Completed Form’ Message Text configured will display as a pop-up when the user clicks the ‘Edit Completed Form’ button in the student portal. Button options on the pop-up will be ‘OK’ to continue to the editing process and ‘Cancel’ to close the window and remain on the Documents page.
Edit Completed Form’ Message Text	The text entered here will display in a pop-up message when the user clicks ‘Edit Completed Form’ on the student portal.	Optional	WYSIWYG editor	Default text: You have already signed this application. You will need to re-sign after making changes to your answers. Parent signature will also be required, if parent information is edited.	Will display if ‘Display 'Edit Completed Form' Message' is selected
State
State	Access customer's application state	Required if Regent Acess enabled	Dropdown	All fifty states and Puerto Rico	Custom questions will be applied to the Access Master application based on state selection.
Registration Eligibility
Display Registration Eligibility Message	Determines whether Registration Eligibility page will be displayed before Step 1 of Student Experience account creation.		Checkbox	Default = unchecked	When the box is checked, the Registration Eligibility page will be displayed prior to Step 1 of the Account Creation process. When the box is unchecked, the Registration Eligibility page will not be displayed prior to Step 1 of the Account Creation process.
Registration Eligibility Section Header Text	Section Title for Registration Eligibility in Student Experience		Textbox up to 50 alphanumeric characters, including special characters		The text entered into this box will display as the Registration Eligibility Section title above the Registration Eligibility Message tile.
Registration Eligibility Message Text	Text to be displayed in the tile on the Registration Eligibility Message on the Registration Eligibility page in Student Experience.		WYSIWYG Editor	Default Text: State financial aid applicants only need to complete one financial aid application (FAFSA or State Application) per award year. To receive financial aid by filing a FAFSA, you must be either a United States Citizen or an Eligible Noncitizen. An eligible noncitizen is a U.S. national (includes natives of American Samoa or Swains Island), U.S. permanent resident (who has an I-151, I-551 or I-551C [Permanent Resident Card]), or an individual who has an Arrival-Departure Record (I-94) from U.S. Citizenship and Immigration Services (USCIS) showing one of the following designations: "Refugee" "Asylum Granted" "Cuban-Haitian Entrant (Status Pending)" "Conditional Entrant" (valid only if issued before April 1, 1980) Victims of human trafficking, T-visa (T-2, T-3, or T-4, etc.) holder "Parolee" (You must be paroled into the United States for at least one year and you must be able to provide evidence from the USCIS that you are in the United States for other than a temporary purpose and that you intend to become a U.S. citizen or permanent resident.) Are you a United States citizen or an eligible noncitizen as described above?	Text entered in this box will be displayed in the tile on the Registration Eligibility Message on the Registration Eligibility page.
Registration Eligibility Radio Button Text, FAFSA Eligible	Text of left radio button, indicating not eligible to continue with Access application.		Textbox up to 25 alphanumeric characters, including special characters	Default Text: Yes	The text in this box will display as the first radio button option (on left). If this option is selected, a validation message will display and the user will not be allowed to 'Continue' to the Account Creation process.
Registration Eligibility Radio Button Text, Access Eligible	Text of right radio button, indicating eligibility to continue with Access application.		Textbox up to 25 alphanumeric characters, including special characters	Default Text: No	The text in this box will display as the second radio button option (on right). If this option is selected, the user will be allowed to 'Continue' to the Account Creation process.
FAFSA Eligible Validation Message	Text to be displayed when student indicates they are not eligible to continue with the Access application.		Textbox up to 250 alphanumeric characters, including special characters	Default Text: Since you are eligible to complete a FAFSA for the current Award Year or have already submitted a FAFSA, you are not eligible to complete a State application.	The text in this box displays as the validation message when the 'FAFSA Eligible' radio button is selected.
First Transaction Number	Text to be displayed when a new FAY application and ISIR file is exported.		Textbox up to 250 alphanumeric characters, including special characters	Default Text: 1	The number entered here will be used as the first transaction number when creating a new FAY application and be the transaction number listed on the ISIR-Formatted File and Access Export.

Change Log

Date	Description of Change	Editor

Date	Description of Change	Editor
March 1, 2023	Added this change log to existing page	Jennifer Black
March 1, 2023	Added new settings for Overlapping Academic Years, release 6.3.0.0, March 2023 Adjust Loan Amounts for Overlapping Academic Years Within Regent for Program Changes and Track Changes into Term and NST Programs Adjust Loan Amounts for External Overlapping Academic Years with Loans from Other Schools	Jennifer Black
April 14, 2023	Added validation information for User Defined Fields	Heather Smith
July, 2023	Added changes to "Package to Net" field and new related effective date field	Heather Smith
April 10, 2024	Added Independent and Dependent Assumed Housing Status(s) Release 6.7.0.0, April 2024	Jen Dewey
April 15, 2024	Updated description for ‘Determine Student Level Census’ and ‘BBAY Anchor Determination.’ Release 6.7.1.0, April 2024, RS-27344.	Jennifer Black
August 7, 2024	Removed Blank as an option for the Independent and Dependent Assumed Housing Status Updated the Independent and Dependent Assumed Housing Status to be Required vs. Optional	Jen Dewey
October 28, 2024	Added ‘Cease ISIR Matching for Inactive Students’ setting	Heather Smith
November 7, 2024	Added ‘Census Date Option’ setting; Removed ‘Pell Recalculation Option’ and ‘Determine Student Census’ settings	Heather Smith
December 6, 2024	Added Display Staff Dashboard Header fields per Release 6.9.0.0	Marcus Jennings

Customer Zone Knowledge Base

Institution Setup Data Elements

General Tab

Identifiers Tab

Student ID Tab

User Defined Fields Tab

Document Reasons Tab

Program Groups Tab

State Tab

R2T4 Tab

Salesforce Tab

Portal Tab

Query Tab

Regent Access Tab