stuff you didn’t know about colleague presenters: kim lowery, senior fa consultant, datatel karen...

Stuff You Didn’t Know About Colleague

Presenters:Kim Lowery, Senior FA Consultant, DATATEL

Karen B. Statler, FA Subject Matter Expert, NC Community College System

North Carolina Community Collegeswww.nccommunitycolleges.edu

Fifty-eight Institutions Creating Success for North Carolina

04/19/23 2

Objectives

Learn useful Colleague procedures that will provide you with short-cuts and more efficient processing

Be able to ask questions on any Colleague topic



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Tip #1 - PCEX PCEX will

become your new BFF!

Use PCEX to assign and/or produce Communications Management documents



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Tip #2 – FAIW

Print ISIR Worksheets using FAIW. Use the worksheets to aid in counseling students and parents.



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Tip #3 – Creating Saved Lists

5 different methods Query Builder SLCR SLC SLED RLPC



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Tip #3 Creating Saved Lists (con’t)

Use SLCR to run query statements in Unibasic or SQL.



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Use SLC to create saved list.



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Use SLED to create a saved list, one PERSON ID at a time.



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Use RLPC to create saved lists based on the rules that already exist in your system.



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Tip #4 Triggering e-mails using CMC’s

Immediate Print documents that will produce emails



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Tip #4 Creating e-mails using CMC’s (con’t)

•Create E-Mail document on DOC

•After entering the SAP appeal code, the e-mail is automatically put into the PCB queue.



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Tip #5 SAAL

This process allows you to run the import follow-up steps only once…and include BPUR in the process



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Tip #5 SAAL (continued)

How can we incorporate SAAL in to our daily workflow and what are the step?

•DOEI•UFIF•ISIM•BPUR•SAAL-Create ONE savelist•IART•SBGT•SVST•CRA-delete•CRA-add•PCB



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Tip #6 IRQ

Use IRQ to view the missing items specific to a year



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Tip #7 GCON Relatively new process that allows us

to reconcile ACG Works much like the PRER report does

for Federal Pell Grant To use this…

Request the ACG recon file from COD.gov The message class ‘AGRC08OP’ will arrive in your SAIG

mailbox and be viewable UFIF Load ‘AGRC08OP’ using the ICPR process Run GCON



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Tip #7 GCON (con’t) After running

ICPR, run GCON “wide open”

Export spreadsheet to EXCEL and calculate



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Tip #8 PCB It is not necessary to run this process

multiple time for counting, processing and history.

Why do you count? Are you only going to process some of the letters?

How can you sort the letters by zip code, last name, city, etc.



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Tip #8 PCB (con’t)

Do you know about these shortcuts?



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Tip #8 PCB (con’t)

Update HISTORY

Here



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Tip #9 ELDM Use ELDM to monitor your 3-day rule

and find loans that aren’t fully posted to AR.



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Tip #10 Shortcuts

Help menu Function Help Print the list and keep it handy!



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Tip #11 FATR & AEV What if you do

not have access to FATR?



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Tip #11 FATR & AEV (cont’d)



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Tip #11 FATR & AEV (cont’d)



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Tip #12 Comparing ISIRs

Want to know the differences between two ISIR’s?



What do you want to know?

???04/19/23 26

stuff you didn’t know about colleague presenters: kim lowery, senior fa consultant, datatel karen...

Documents

yearnorth carolina community

emailsnorth carolina

addpcbnorth carolina

triggering emails

saal continuedhow

senior fa consultant

faiwprint isir worksheets

fa subject matter expert