Export Process Screen

Owned by Emily Bivona (Deactivated)
Last updated: Oct 25, 2019

Overview

The Export Process screen allows access to the various export file processes available within Regent Award, based on permissions.  Many of these processes can be scheduled by the school via the UI (see Process Scheduling). Important: Prior to creating scheduled processes via the UI, schools must request any current DEX scheduled process be turned off (via a CZ ticket request) or the process will be run twice.


Field Specifications

Field NameDescriptionsRequired/OptionalTypeValues
Process TypeThe user must select the type of process they are exporting RequiredDropdown
  • Export COD
  • Export ISIR Correction
  • Export State Grants
  • Export Identity Verification Results
  • Export Setup Configuration
  • Export eTASFA ISIR Format
Federal Award YearThe user must select at least one federal award year for export RequiredDropdownFederal Award Years
Select one or both of the following

This field offers three options which can be selected in combination:

  • Originations (DRI=False)
  • Disbursements (DRI=True)
  • Negative Transactions Only

Either the "Originations" or the "Disbursements" option must be selected; cannot leave both blank.  Also, either the "Originations" or the "Disbursements" option must be selected if negative transactions are being exported.

  • Originations are where the Regent Award Disbursement Release Indicator (DRI) is false.
    • Only include students and awards in the export file where the award's disbursements that are DRI=false.
  • Disbursement Records are where the Regent Award  Disbursement Release Indicator (DRI) is true.
    • Only include students and awards in the export file where the award's disbursements that are DRI=true.
  • A negative transaction is a disbursement amount that is less than the amount previously accepted at COD.

Typically the "Negative Transactions" option is chosen in combination with the "Disbursements" option.  Usually, Originations are exported separately.

OptionalCheckbox
  • Originations (DRI=False)
  • Disbursements (DRI=True)
  • Negative Transactions Only
Export Students with No Response

Displayed only when the Export Identity Verification process is selected.  

For students who have not responded to the request for verification documents: if this option is selected, Regent Award will automatically set the ISIR Identity Verification value to “5”, and flag the student for export.

OptionalCheckbox
Export Students with No Response within ___ days of Documents having been requested.

Displayed only when the Export Identity Verification process is selected.  

If an ISIR Identity Verification value has not been provided for the student, the system can automatically set the student's ISIR Identity Verification value to “5”, and flag the student for export. Select this checkbox and then enter the number of days since the date of the earliest ISIR with a V4 or V5 value was imported for the student for the FAY. The value entered here must be less than or equal to 60. For example, if 30 is entered, the system will identify students for whom 30 days have elapsed since the earliest ISIR with a V4 or V5 value was imported for the student for the FAY, and if the student does not have an ISIR Identity Verification value, the system will set the student's ISIR Identity Verification value to "5" and flag the student for export.

When the "Export Students with No Response" feature is selected, the ISIR Identity Verification Export Process will identify and export students in the following groups:

  1. those with no response for whom the status will be changed to “5”,
  2. those for whom a user changed the ISIR identity verification status since the last export, and
  3. those designated by the user to be re-exported. 

The export file will contain all of these students.

OptionalTextboxAllows for numbers only, ranging from a value of 0 to 60. The user should not be able to enter a number greater than 60. If the user attempts to enter an invalid number, prompt the user with a validation error stating "Please enter a number between 0 and 60."
Select All Federal School CodesDisplayed only when the Export ISIR Correction, Export Identity Verification, or Export eTASFA ISIR Format process is selected.  RequiredMulti-select
EnterpriseThe user must select at least one EnterpriseRequiredDropdownPopulate with a list of all Enterprises set up in the instance. 
InstitutionThe user must select at least one InstitutionRequiredDropdownPopulate with a list of all Institutions within the chosen Enterprise.
CampusThe user must select at least one CampusRequiredDropdownPopulate with a list of all Campuses within the chosen Institutions.
Select Students Based On

Displayed only when the COD Export Process is selected.   

Refines student selection based on site.

RequiredRadio button
  • Current enrolled site
  • Site with which disbursements are associated
Select All Students

Displayed only these fields when the COD Export Process is selected. 

Allows the user to select all students gathered or a select group of students.

Optional Checkbox 


Select Award Types

Displayed only these fields when the COD Export Process is selected.

Allows the user to select one, or several, grant/loans for export.

RequiredMulti-select
  • Pell Grant
  • TEACH Grant
  • Direct Subsidized
  • Direct Unsubsidized Loan
  • Direct Parent PLUS
  • Direct Graduate PLUS Loan
ExportStarts the Export processOptionalButton
CancelCancels the Export ProcessOptionalButton
Save Selected ParametersAllows the chosen parameters to be saved for future exporting or scheduling of the COD export process.  For more information, see Saving Process Parameter SetsOptionalButton