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Overview

Communications Templates hold pieces of content that go into Communications. A Communications Template is a partial component of a Communication.

Templates are assembled into one or more Communications messages, using a structure built in /wiki/spaces/RKB/pages/264143038.

Communications Templates are maintained under Communications Setup in the global Administration area. Any user can edit communications, if they have the Global Permissions enabled for "Communications Setup."

Data Requirements

The data requirements for the functional components of the Communication Template Setup are included below.

SectionField NameDescriptionRequired/OptionalTypeValuesBusiness Rules

Template NameName of the TemplateRequiredtextboxalpha-numeric

Content TypeType of communicationRequireddrop-down
  • Text (default)
  • Html
  • PDF

When a user selects a Content Type of "File", hide all areas except "Upload File"

When a user selects a Content Type other than "File," hide the "Upload File" area and show all other areas.


DescriptionDescription of the communicationRequiredtextboxalpha-numeric
Context Load Settings




Context Load Settings are only available for Content Types of Text, HTML, and PDF.

If the user selects a Content Type of "File," then the Context Load Settings should be hidden and the "File Upload" area should be displayed instead.


Load Academic Plan Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load EST Record Disbursements Data
OptionalCheck box
  • Checked
  • Unchecked

Checking this box will allow the communications engine to report adjustments on the disbursements.

Defaults to unchecked.


Load Documents Context Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load All Campus Documents Context Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load R2T4 Context Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load R2T4 PWD Context Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Last Payment Period Name
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Last Enrollment End Date
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Address Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Phone Number Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Email Address Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Parent/Spouse/Reference Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Portal Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Student Information System Record Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Student Additional Information Data
OptionalCheck box
  • Checked
  • Unchecked

Defaults to unchecked

Load ISIR Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Complete ISIR Data
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Student SAP Context
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load Student Communication History
OptionalCheck box
  • Checked
  • Unchecked
Defaults to unchecked

Load College Financing Plan Data
OptionalCheckbox
  • Checked
  • Unchecked
Defaults to unchecked

Content

Content stores the text or HTML content for the template.


Required for all Types except File

Text area

HTML or alpha-numeric

Content is a required field for all Content Types except File.

Testing

Student (e.g. ExternalId or SSN)

Allows user to provide a Student ID for testing

Optionaltextboxalpha-numeric

Preview With Student

Generates a pop-up with a simulated output of the current HTML content, using the specified student's information.

OptionalButtonread-onlyThe Preview uses the selected student's data.
CFP Tab
CFP SettingsCareer LevelThis field determines if the Undergraduate or Graduate College Financing Plan is sent when generating a communication configured with this template.OptionalDrop-down
  • Undergraduate 
  • Graduate

Cost of Attendance SettingsHousing and Meals

The housing status selected here is used to associate cost items to the Off Campus Residence or On Campus Residence category in relation to the ISIR Housing Status for the Housing and Meals section on the College Financing Plan .pdf. There is also the option to define costs and choose the column to display those costs on the CFP (On Campus Residence or Off Campus Residence) when the student does not have an ISIR for the FAY.


Optional

4 section grid with dropdowns


  • Column 1 Header = ISIR-Off Campus
    • Dropdown Options = Off Campus Residence, On Campus Residence
    • Default value = Off Campus Residence
  • Column 2 Header = ISIR-On Campus
    • Dropdown Options = Off Campus Residence, On Campus Residence
    • Default Value = On Campus Residence
  • Column 3 Header = ISIR-With Parent
    • Dropdown Options = On Campus Residence, Off Campus Residence
    • Default value = Off Campus Residence
  • Column 4 Heather = No ISIR for FAY
    • Dropdown Options = Select; On Campus Residence; Off Campus Residence
    • Default value = Select
      • If Off Campus Residence or On Campus Residence is selected, a field labeled 'Cost' will be presented for entry of amount for Housing and Meals to display when student does not have an ISIR for the FAY. 

EFC SettingsEFC Based on FAFSAThe default value for this field is 9 months.  OptionalDrop-down1,2,3,4,5,6,7,8,9,10,11,12The default value for this field is 9 months.  

EFC Based on Institutional MethodologyIf no value is provided in this field, the field is left blank on the College Financing Plan pdf.OptionalNumeric Allows up to 5 positive characters, no decimals, no negative values
Scholarship SettingsEmployer Paid Tuition BenefitsThe total amount of any awards in payment periods with the specified Federal Award Year for the funds selected here is used for the Employer Paid Tuition Benefits field in the Scholarships section of the College Financing Plan pdf.Optional6 column grid
  • Column 1 Heading = Institution
    • Field Type = non-editable text field
  • Column 2 Heading = Campus
    • Field Type = non-editable text field
  • Column 3 Heading = Fund Name
    • Field Type = non-editable text field
      • All Funds configured in Fund Setup will display in the column.
      • The column will not list any funds that have already been selected in another configurable section on this page.
  • Column 4 Heading = Fund Type
    • Field Type = non-editable text field
      • The Fund Type configured for each fund in Fund Setup will display.
  • Column 5 Heading = Fund Source
    • Field Type = non-editable text field
      • The Fund Source configured for each fund in Fund Setup will display.
  • Column 6 = Add Button
    • This button can be used to add each fund individually.


School-Paid Tuition BenefitsThe total amount of any awards in payment periods with the specified Federal Award Year for the funds selected here is used for the School-Paid Tuition Benefits field in the Scholarships section of the College Financing Plan pdf.Optional6 column grid
  • Column 1 Heading = Institution
    • Field Type = non-editable text field
  • Column 2 Heading = Campus
    • Field Type = non-editable text field
  • Column 3 Heading = Fund Name
    • Field Type = non-editable text field
      • All Funds configured in Fund Setup will display in the column.
      • The column will not list any funds that have already been selected in another configurable section on this page.
  • Column 4 Heading = Fund Type
    • Field Type = non-editable text field
      • The Fund Type configured for each fund in Fund Setup will display.
  • Column 5 Heading = Fund Source
    • Field Type = non-editable text field
      • The Fund Source configured for each fund in Fund Setup will display.
  • Column 6 = Add Button
    • This button can be used to add each fund individually.
This field only displays if Career Level = Graduate and does not display if Career Level = Undergraduate.

Tuition Remission/WaiverThe total amount of any awards in payment periods with the specified Federal Award Year for the funds selected here is used for the Tuition Remission/Waiver field in the Scholarships section of the College Financing Plan pdf.Optional6 column grid
  • Column 1 Heading = Institution
    • Field Type = non-editable text field
  • Column 2 Heading = Campus
    • Field Type = non-editable text field
  • Column 3 Heading = Fund Name
    • Field Type = non-editable text field
      • All Funds configured in Fund Setup will display in the column.
      • The column will not list any funds that have already been selected in another configurable section on this page.
  • Column 4 Heading = Fund Type
    • Field Type = non-editable text field
      • The Fund Type configured for each fund in Fund Setup will display.
  • Column 5 Heading = Fund Source
    • Field Type = non-editable text field
      • The Fund Source configured for each fund in Fund Setup will display.
  • Column 6 = Add Button
    • This button can be used to add each fund individually.
This field only displays if Career Level = Graduate and does not display if Career Level = Undergraduate.
Grant SettingsScholarship for Disadvantaged StudentsThe total amount of any awards in payment periods with the specified Federal Award Year for the funds selected here is used for the Scholarship for Disadvantaged Students field in the Scholarships section of the College Financing Plan pdf.Optional6 column grid
  • Column 1 Heading = Institution
    • Field Type = non-editable text field
  • Column 2 Heading = Campus
    • Field Type = non-editable text field
  • Column 3 Heading = Fund Name
    • Field Type = non-editable text field
      • All Funds configured in Fund Setup will display in the column.
      • The column will not list any funds that have already been selected in another configurable section on this page.
  • Column 4 Heading = Fund Type
    • Field Type = non-editable text field
      • The Fund Type configured for each fund in Fund Setup will display.
  • Column 5 Heading = Fund Source
    • Field Type = non-editable text field
      • The Fund Source configured for each fund in Fund Setup will display.
  • Column 6 = Add Button
    • This button can be used to add each fund individually.

Loan Option SettingsInstitutional Loan Origination FeeThe value listed here displays as the Institutional Loan Origination Fee in the Loan Options section on the College Financing Plan pdf. Text is an allowable value of up to 12 characters (e.g. variable).  If no value is configured, the field displays as blank.OptionalTextalpha-numeric field; allowable characters up to 12

Institutional Loan Interest RateThe value listed here displays as the Institutional Loan Interest Rate in the Loan Options section on the College Financing Plan pdf. Text is an allowable value of up to 12 characters (e.g. variable).  If no value is configured, the field displays as blank.OptionalTextalpha-numeric field; allowable characters up to 12

HRSA LoansThe total amount of any awards in payment periods with the specified Federal Award Year for the funds selected here is used for the HRSA Loans field in the Loan Options section of the College Financing Plan pdf.Optional6 column grid
  • Column 1 Heading = Institution
    • Field Type = non-editable text field
  • Column 2 Heading = Campus
    • Field Type = non-editable text field
  • Column 3 Heading = Fund Name
    • Field Type = non-editable text field
      • All Funds configured in Fund Setup will display in the column.
      • The column will not list any funds that have already been selected in another configurable section on this page.
  • Column 4 Heading = Fund Type
    • Field Type = non-editable text field
      • The Fund Type configured for each fund in Fund Setup will display.
  • Column 5 Heading = Fund Source
    • Field Type = non-editable text field
      • The Fund Source configured for each fund in Fund Setup will display.
  • Column 6 = Add Button
    • This button can be used to add each fund individually.
This field only displays if Career Level = Graduate and does not display if Career Level = Undergraduate.

HRSA Loans Interest RateSpecifies Interest RateOptionalTextalpha-numeric field; allowable characters up to 12This field only displays if Career Level = Graduate and does not display if Career Level = Undergraduate.

HRSA Loans Origination FeeSpecifies Origination FeeOptionalTextalpha-numeric field; allowable characters up to 12This field only displays if Career Level = Graduate and does not display if Career Level = Undergraduate.
Work Options SettingsWork Study Hours Per WeekThe value listed here displays as the Hours Per Week in the Work Options section on the College Financing Plan pdf. Text is an allowable value of up to 12 characters (e.g. 20 to 30).  If no value is configured, the field displays as blank and if no work study award is present for the student the field  displays as blank. OptionalTextalpha-numeric field; allowable characters up to 12

Other Campus JobThe total amount of any awards in payment periods with the specified Federal Award Year for the funds selected here is used for the Other Campus Job field in the Work Options section of the Undergraduate College Financing Plan pdf.Optional6 column grid
  • Column 1 Heading = Institution
    • Field Type = non-editable text field
  • Column 2 Heading = Campus
    • Field Type = non-editable text field
  • Column 3 Heading = Fund Name
    • Field Type = non-editable text field
      • All Funds configured in Fund Setup will display in the column.
      • The column will not list any funds that have already been selected in another configurable section on this page.
  • Column 4 Heading = Fund Type
    • Field Type = non-editable text field
      • The Fund Type configured for each fund in Fund Setup will display.
  • Column 5 Heading = Fund Source
    • Field Type = non-editable text field
      • The Fund Source configured for each fund in Fund Setup will display.
  • Column 6 = Add Button
    • This button can be used to add each fund individually.
This field only displays if Career Level = Undergraduate and does not display if Career Level = Graduate.

Assistantships The total amount of any awards in payment periods with the specified Federal Award Year for the funds selected here is used for the Assistantships field in the Work Options section of the Graduate College Financing Plan pdf.Optional6 column grid
  • Column 1 Heading = Institution
    • Field Type = non-editable text field
  • Column 2 Heading = Campus
    • Field Type = non-editable text field
  • Column 3 Heading = Fund Name
    • Field Type = non-editable text field
      • All Funds configured in Fund Setup will display in the column.
      • The column will not list any funds that have already been selected in another configurable section on this page.
  • Column 4 Heading = Fund Type
    • Field Type = non-editable text field
      • The Fund Type configured for each fund in Fund Setup will display.
  • Column 5 Heading = Fund Source
    • Field Type = non-editable text field
      • The Fund Source configured for each fund in Fund Setup will display.
  • Column 6 = Add Button
    • This button can be used to add each fund individually.
This field only displays if Career Level = Graduate and does not display if Career Level = Undergraduate.
Other Options SettingsIncome Share AgreementThe total amount of any awards in payment periods with the specified Federal Award Year for the funds selected here is used for the Income Share Agreement field in the Other Options section of the College Financing Plan pdf.Optional6 column grid
  • Column 1 Heading = Institution
    • Field Type = non-editable text field
  • Column 2 Heading = Campus
    • Field Type = non-editable text field
  • Column 3 Heading = Fund Name
    • Field Type = non-editable text field
      • All Funds configured in Fund Setup will display in the column.
      • The column will not list any funds that have already been selected in another configurable section on this page.
  • Column 4 Heading = Fund Type
    • Field Type = non-editable text field
      • The Fund Type configured for each fund in Fund Setup will display.
  • Column 5 Heading = Fund Source
    • Field Type = non-editable text field
      • The Fund Source configured for each fund in Fund Setup will display.
  • Column 6 = Add Button
    • This button can be used to add each fund individually.


Percentage of IncomeThe value entered here displays as the Percentage of Income for the Income Share Agreement in the Other Options section on the College Financing Plan pdf. Text is an allowable value of up to 12 characters if 'Specify % is selected (e.g. 20 to 30).  If no value is configured, the field displays as a zero. Optional Textbox

Displays text field to enter % (alpha-numeric field; allowable characters up to 12).



MonthsThe value entered here displays as the Number of Months for the Income Share Agreement in the Other Options section on the College Financing Plan pdf. Text is an allowable value of up to 12 characters if 'Specify Number of Months is selected (e.g. 20 to 30).  If no value is configured, the field displays as a zero. Optional Textbox

Displays text field to enter number (alpha-numeric field; allowable characters up to 12)


Next Step SettingsNext Steps TextUnlimited characters, but must keep the document to 2 pages.OptionalWYSIWYG Editor

Customized Information from UUS SettingsCustomized Info for UUS TextUnlimited characters, but must keep the document to 2 pages.OptionalWYSIWYG Editor



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