John YoungBanner Boot CampBanner Boot CampTuesday, September 27, 2011
Please turn off or set all cell phones/pagers to vibrate.
If you must leave this session early, please sit at h b k f h d d lthe back of the room and do so quietly.
Please avoid side conversations during this session.
Using the HOPE Module HOPE Enhanced Disbursement
l d h Title IV and HOPE Authorizations Satisfactory Academic Process
ll k d f College Work Study Interface GSFAPPS Load to Banner
lf d f Self‐Service Student Information Status Summary
l l Local Print Solution
U i th HOPE M d l Using the HOPE Module The Georgia Banner Enhanced Financial Aid HOPE Process calculates transfer and institutional hours to determine HOPE and Zell Miller eligibility for financial aid. Georgia’s HOPE Scholarship Program is entirely funded by the Georgia Lottery and administered by the Georgia Student g y y gFinance Commission (GSFC). It provides financial assistance to residents of Georgia attending eligible Georgia post‐secondary institutions. The HOPE Invoicing g p y gProcess produces an invoice to be sent to the GSFC.
Using the HOPE Module Process Flow▪ Setting up Codes and Rules▪ Define work that should be excluded from HOPE & Zell Miller GPA processing (ZHAHPEX)p g ( )
▪ Define level specific codes for HOPE & Zell Miller processing (ZTVTIER)
▪ Create cross‐reference rules for invoicing (SOAXREF)Create cross reference rules for invoicing (SOAXREF)▪ Create cross‐reference rules for detail category codes (SOAXREF)
Using the HOPE Module Process Flow▪ Setting up Codes and Rules▪ Define rules for HOPE/Zell Miller tracking, budgeting, awarding (ZORRULE)( )
▪ Create HOPE/Zell Miller High School Records (ZORHHSL)▪ Loads eligibility records into ZHAHOPE form
Using the HOPE Module Process Flow▪ Calculate and verify HOPE eligibility▪ Calculate HOPE Transfer GPA (ZORHTGA) Loads transfer hours into ZHAHOPE formLoads transfer hours into ZHAHOPE form
▪ Calculate HOPE GPA (ZORHGPA)▪ Loads transfer hours from ZORHTGA and institutional hours into ZHAHOPE form
▪ Calculate Zell GPA (ZORZGPA)▪ Loads transfer hours from ZORHTGA and institutional hours into Loads transfer hours from ZORHTGA and institutional hours into ZHAHOPE form
U i th HOPE M d l Using the HOPE Module Process Flow▪ View eligibility data (ZHAHOPE)View eligibility data (ZHAHOPE)▪ View institutional and transfer attempted hours▪ View checkpoints for tracking HOPE GPA▪ View checkpoints for tracking Zell GPAView checkpoints for tracking Zell GPA▪ View Paid Hours data
▪ Create the HOPE Invoicing Extraction File (ZHRHINV)▪ Extracts records to be sent to the GSFC for payment▪ Extracts records to be sent to the GSFC for payment
▪ Load the GSFC Return File (ZHRGHIL)▪ Provides fund payment information from the GSFC after submitting the invoice filesubmitting the invoice file
h d l Using the HOPE Module Process Flow▪ View individual student data from return file (ZHARCON)▪ View individual student data from return file (ZHARCON)▪ Displays Banner and GSFC award amounts and hours per term
▪ Verify learning support (ZORLSUP)▪ Provides a list of students with learning support hours that may affect financial aid eligibility
▪ Run Reconciliation report (ZHRFARR)Run Reconciliation report (ZHRFARR)▪ Compares payment amounts from the GSFC and Banner
HOPE Enhanced Disbursement The HOPE Enhanced Disbursement process automatically applies per‐hour pay rates to HOPE Scholarship, HOPE Grant and Zell Miller Scholarship disbursements (Per hour rates for Scholarship disbursements. (Per‐hour rates, for HOPE/HOPE Grant/Zell Miller, are published by the Georgia Student Finance Commission.) the Georgia Student Finance Commission.)
HOPE E h d Di b HOPE Enhanced Disbursement Process Flow
F ti l S t▪ Functional Setup▪ Fund Management Form (RFRMGMT)‐Detail Code Rules Tab‐Detail Codes representing Tuition should b t t %be set to 100%Disbursement Tab‐ “Use Attending Hours” should be checked.
▪ Technical Setup▪ Script is run to create ZHRCDHR table for HOPE Scholarship/HOPE Grant/Zell Miller Fund Codes
HOPE E h d Di b HOPE Enhanced Disbursement Process Flow
R RPEDISB ( li i b t h)▪ Run RPEDISB (online or in batch)▪ Verify the correct amount memoed/disbursed for HOPE Scholarship/HOPE Grant/Zell Miller funds.▪ Disbursement amount is based on hours of enrollment and the per hour rates provided by the GSFC.
Title IV and HOPE Authorizations Students use Georgia Banner Enhanced Financial Aid Title IV and HOPE Scholarship Online Authorizations to provide authorization for handling of funds categorized as Title IV funds or handling of funds categorized as Title IV funds or HOPE Scholarship funds. The authorizations follow federal and state guidelines.follow federal and state guidelines.
Ti l IV d HOPE A h i i Title IV and HOPE Authorizations Process Flow
Ad i i t i W bT il▪ Administering WebTailor▪ Log into the secure area of Banner Self‐Service▪ Select New WebTailor Administration▪ Select Information Text label ▪ Modify Information Text ▪ Assign privileges for HOPE authorization ▪ Exit WebTailor
l d h Title IV and HOPE Authorizations Process Flow▪ Building Rules▪ Building Rules▪ Create validation codes▪ Modify rules
b l d▪ As WebTailor Administrator▪ Customize Information Text▪ Labels from GTVSDAX are used to modify or reorder texty▪ Create appropriate privileges for ztgkauth.zp_authorize_from_login
Titl IV d HOPE A th i ti Title IV and HOPE Authorizations Process Flow▪ Build RulesBuild Rules▪ Verify validation codes (TVVAUTH)▪ Verify rules for crosswalk validation (GTVSDAX)
▪ Executing Authorizations▪ Executing Authorizations▪ Log in as student with Title IV fundsNote: Beginning Fall 2011 the HOPE Book Authorization will not apply to HOPE recipientsapply to HOPE recipients.
▪ Select authorizations▪ Submit authorizations▪ Click submit on verification page▪ Click submit on verification page
l d h Title IV and HOPE Authorizations Process Flow▪ Verification of Authorizations▪ Verification of Authorizations▪ Authorizations made by student placed on Authorization Form (TVAAUTH)
▪ Prevents refunding of Financial Aid by using Auto Refunding of Credit Amounts Process (TSRRFND)
S i f A d i P Satisfactory Academic Process The Georgia Banner Enhanced Student and Financial Aid Satisfactory Academic Progress Financial Aid Satisfactory Academic Progress (SAP) process calculates transfer and institutional hours and GPA to determine student eligibility for gfinancial aid. Federal law requires institutions disbursing Title IV funds to students to create policies for monitoring SAPpolicies for monitoring SAP.
f Satisfactory Academic Process Process Flow▪ Setting up Codes and Rules▪ Create group codes (ZTVSGRP)▪ Establish Quantitative and Qualitative hours for SAP and GPA Establish Quantitative and Qualitative hours for SAP and GPA rules (ZORSAPR)
▪ Set grade codes (ZHASGRD)▪ Create progress codes in baseline (RTVSAPR)▪ Create progress codes in baseline (RTVSAPR)▪ Create aid‐year specific SAP rules (ZORRULE)
S i f A d i P Satisfactory Academic Process Process Flow
Pl t d t i i t SAP (ZOBSGRP)▪ Place students in appropriate SAP groups (ZOBSGRP)▪ Run ZOBSGRP before running ZOBSAPR to ensure students are placed in correct SAP groups
▪ Calculate current SAP status (ZOBSAPR)▪ Review individual student’s status (ZOASAPR)Verify status is updated (ROASTAT)▪ Verify status is updated (ROASTAT)
f College Work Study Interface The Georgia Banner Enhanced Student and Financial Aid College Work Study Interface (CWSI) process inserts College Work Study payroll information from ADP into Banner eliminating information from ADP into Banner, eliminating manual entry. Users maintain CWSI through Banner baseline and Georgia Enhancements.Banner baseline and Georgia Enhancements.
f College Work Study Interface Process Flow▪ Setting up Codes and Rules▪ Create Authorization Status Codes (RTVAUST)▪ Establish job skills (RJRJREQ)Establish job skills (RJRJREQ)▪ Associate job titles and descriptions with valid pay rates (RJRJOBT)
▪ Establish name and address information for student employment ▪ Establish name and address information for student employment locations (RJAPLBD)
f College Work Study Interface Process Flow▪ Setting up Codes and Rules▪ Build job placement rules (RJRPLRL)▪ Build employment default rules (RJRSEDR)Build employment default rules (RJRSEDR)
▪ Award students entitled to receive Work Study (RPEPCKG/RPAAWRD)
f College Work Study Interface Process Flow▪ Create employment authorization for individual students (RJASEAR)
▪ The EPOP006 process is run in ADP The process creates ▪ The EPOP006 process is run in ADP. The process creates an epop006.txt file to load into Banner
▪ Place file in your $DATA_HOME/tapedata/finaidy pdirectory to be processed (rename ‘CWS######.txt’)
▪ Run the CWSI Load process (ZRPWST1)( l )▪ Review error report (zrpwst1.lis)
f College Work Study Interface Process Flow▪ Make corrections based on error messages in .lis file▪ Rerun the CWSI Load Process until no errors are encounteredencountered
▪ Run the CWSI Update process (ZRPWST2)▪ Verify output filesVerify output files
f College Work Study Interface Process Flow▪ Verify updates in Banner (RPAAWRD/RJASEAR)▪ Produce CWSI Report (ZRRWSTD)R i B l R ( li fil )▪ Review Balance Report output (.lis file)
GSFAPPS Load to Banner The Georgia Student Finance Commission (GSFC) implemented the GSFAPPS application for all GSFC administered funds beginning with Summer 2006 The application will be loaded into Banner in 2006. The application will be loaded into Banner in order for campuses to view all pertinent application data for a student. application data for a student.
GSFAPPS L d B GSFAPPS Load to Banner Process FlowM l Manual process…▪ Request application/Paid Hours data from GSFC▪ Retrieve GAD### txt file from SURFERRetrieve GAD###.txt file from SURFER▪ Load GAD###.txt file into Banner
Automatic process…p▪ Request data file from GSFC (ZHRAPPS)▪ Download txt file from SURFER inboxS t l ti▪ Save to a secure location
GSFAPPS Load to Banner Process Flow▪ Load txt file into Banner (ZOPAPPL)▪ View application/Paid Hours data (ZHAAPPS)Vi P id H d d hi (ZHAHOPE)▪ View Paid Hours data and history (ZHAHOPE)
lf d f• Self‐Service Student Information Status Summary– As part of the Student System Consolidation Project, ITS provided an enhancement to display student advisement provided an enhancement to display student advisement and status information in a single Self‐Service Banner web page (Student Information Status Summary) for access by b h d i d d I f i h b i both advisors and students. Information such as basic student status, program of study, academic standing, Regents’ GPA, test scores, Georgia Requirements status g , , g q(ZOAGARP), HOPE eligibility, and transfer credits would be available in one location.
f f• Self‐Service Student Information Status Summary– Accessing the Student Information Status Summary as a Student• Log in to the Secure Area of Self‐Service Banner• Access the View Student Information menu option from the Student Menuthe Student Menu• Select the current registration term• Select the appropriate transcript level and typepp p p yp• Submit the request.
f f• Self‐Service Student Information Status Summary– Viewing the Student Information Status Summary
The HOPE Eligibility Status section includes the following:• Eligibility Status• Date• HOPE GPA• HOPE GPA
Local Print Solution Modifications provide users the ability to view and print process .lis and .log files in Banner rather than users directly accessing the operating system This enhancement also creates a pdf of system. This enhancement also creates a .pdf of the .lis file and permits the saved documents to be opened directly from the Process Submission opened directly from the Process Submission Controls form (GJIREVO).
L l P i S l i Local Print Solution Run Processes to the Database
E t th f j b b i i i ▪ Execute the process from job submission using Database in the Printer field.
▪ When process has completed, output may be viewed by selecting the Saved Output Review form (GJIREVO) from the Options menu.
Wednesday, September 28, 2011 2:30 – 3:20▪ SunGard Higher Education Direction/Horizon
3:40 – 4:30▪ 2011 HOPE Changes: Georgia Enhancements
4:40 – 5:30▪ Mobile Applications Birds of a Feather▪ Banner to PeopleSoft Reconciliation
Thursday September 29 2011 Thursday, September 29, 2011 8:30 – 9:20
▪ Direct Loan Reconciliation Using Banner & DL Toolsd d h b d ll▪ Payment Card Update: How the Durbin Amendment Will Impact
Your Processing Charges 9:30 – 10:20
▪ PCI Compliance & Merchant Services▪ PCI Compliance & Merchant Services▪ Well Done Grasshopper: Information Technology & End‐users Learning to Speak Each Others Languages
10:40 – 11:3010:40 11:30▪ Automating Collections Due Diligence▪ Community Source Initiative ▪ Argos Case Studiesg▪ Admissions Birds of a Feather
Thursday, September 29, 2011 1:00 – 1:50▪ VA Benefits: How Can Banner Help You?▪ Loan Creation and Import/Export to COD
3:10 – 4:00▪ Financial Aid Enrollment Periods
4:10 – 5:00▪ Banner Hosted Planning Session
F id S b Friday, September 30, 2011 8:30 – 9:20
E l Ti & T i k▪ Excel Tips & Tricks▪ Financial Aid Birds of a Feather
9:30 – 10:209:30 10:20▪ GeorgiaBESTChange Review▪ SAP Beyond the Basics
10:40 – 11:30▪ Goodbye Year Round Pell and Other Changes to Banner Financial Aid Financial Aid
D fi d f l h h Defined: a group of people who share an interest, a craft, and/or a profession
The GeorgiaBESTCommunity of Practice: The GeorgiaBESTCommunity of Practice: Student Accounts Receivable Accounts Receivable Financial Aid DegreeWorks DegreeWorks Hosted Insitutions Development*Development
Th G i BEST it i d i d The GeorgiaBEST user community is designed to: Replace the existing GABEST‐L listserv on October 1, p g ,2011.
Enhance your ability to exchange information with other GeorgiaBEST users on campuses throughout other GeorgiaBEST users on campuses throughout the USG.
Beginning October 1, 2011 information will be posted only to this new community posted only to this new community.
To sign up for the GeorgiaBESTCOP, go to http://www.surveys.usg.edu/se.ashx?s=06C2C3B9686B d t i it ti75686B07 and request an invitation.
Sh l bl t ti ith Share valuable presentation resources with your peers related to the GeorgiaBEST suite of products through the GeorgiaBESTCommunity.p g g y
To add a presentation to the Learning Library: Log in to the GeorgiaBESTCommunity In the top navigation bar click Documents In the top navigation bar, click Documents Under Folders, click GeorgiaBEST Learning Library Click Add File to add a new presentationp
If you have not yet signed up, you can send any presentations you want to submit to the Learning Library to nicole pittard@usg edu Learning Library to [email protected].
With Authoritative Source LocationWith… Authoritative Source Location
Banner Baseline SunGard Higher Education DocumentationSunGard Higher Education Customer Support Centerhttps://connect.sungardhe.com/customer_support/
Georgia Enhancements GeorgiaBEST DocumentationGeorgiaBEST Production Support websitehttp://www.usg.edu/georgia_best/
DegreeWorks SunGard Higher Education DocumentationSunGard Higher Education Customer Support Centerhttps://connect.sungardhe.com/customer_support/
TouchNet TouchNet DocumentationTouchNet Client Communityhttps://clientcommunity.touchnet.com/
SGHE Community of Practice
The Commons http://www.edu1world.org/CommonsSunGardHE/PracticeGeorgiaBEST Communities of Practice
GeorgiaBEST User Community http://www.edu1world.org/USG/
GeorgiaBEST Accounts Receivable Community
http://www.edu1world.org/AcctR/
G i BEST D W k C it htt // d ld /DWk /GeorgiaBEST DegreeWorks Community http://www.edu1world.org/DWks/
GeorgiaBEST Financial Aid Community http://www.edu1world.org/FinAid/
GeorgiaBEST Hosted Institutions Community
http://www.edu1world.org/hosted/
GeorgiaBEST Student Community http://www.edu1world.org/Stu/
T t d t i ti d ti To create a new or update an existing production down, business interrupting (emergency) support request call the ITS Helpdesk support request, call the ITS Helpdesk immediately 706‐583‐20017 5 3 1‐888‐875‐3697 (toll free in Georgia)
For anything else, contact the ITS Helpdesk at http://www.usg.edu/customer_services (self‐support request) or
E‐mail helpdesk@usg eduE mail [email protected]: Self-Service requires login using a user ID and access code. Contact the ITS Helpdesk at [email protected] to obtain self-service login credentials.