Performing Batch Repackaging

Access the Select Students for Repackaging page select (Financial Aid, then select Awards, then select Repackaging, then select Select Students to Repackage, then select Select Students for Repackaging).

Image: Select Students for Repackaging page

This example illustrates the fields and controls on the Select Students for Repackaging page. You can find definitions for the fields and controls later on this page.

Population Selection

Population selection is a method for selecting the IDs to process for a specific transaction. Selection tools are available based on the selection tools that your institution selected in the setup of the Population Selection process for the application process and on your user security. Fields in the group box appear based on the selection tool that you select. If your institution uses a specific delivered selection tool (PS Query, Equation Engine equation, or external file) to identify IDs for a specific transaction, you must use it.

See Using the Population Selection Process.

Select the Population Selection check box.

Image: Select Students for Repackaging: Population Selection check box

This example illustrates the fields and controls on the Select Students for Repackaging: Population Selection check box. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
Population Selection	Select to use Population Selection to define the student population.
Selection Tool	Appears if Population Selection check box is selected. Select from Equation Engine, PS Query, or External File. Additional parameters are displayed for your selected tool.
Query Name	Appears only when PS Query is selected. Select a PS Query that selects a population using one of these bind records SFA_BRPKGX_BIND, if population selection is not based on career SFA_BRPKG_BIND, if population selection is based on career
Equation Name	If you select Equation Engine, the Equation Name field appears. Select an equation that is defined with the application prompt Batch Repackaging Selection.

Access the Batch Repackaging Students page (select Financial Aid, then select Awards, then select Repackaging, then select View Selected Students, then select Batch Repackaging Students).

Image: Batch Repackaging Students page

This example illustrates the fields and controls on the Batch Repackaging Students page. You can find definitions for the fields and controls later on this page.

You can delete the student's row or change the Process status to Invalid to remove a student from this repackaging batch. If students have multiple careers, a row exists for each career for which they can be repackaged.

Access the Assign Repackaging Plan page (select Financial Aid, then select Awards, then select Repackaging, then select Assign Repackaging Plans, then select Assign Repackaging Plan).

Image: Assign Repackaging Plan page

This example illustrates the fields and controls on the Assign Repackaging Plan page. You can find definitions for the fields and controls later on this page.

From the Selection Definition list, select the name of the student group defined on the Select Students for Repackaging page. Then define the repackaging plan for this group of students.

Access the Batch Repackaging Plans Assigned page (select Financial Aid, then select Awards, then select Repackaging, then select View Assigned Plans, then select Batch Repackaging Plans Assigned).

Image: Batch Repackaging Plans Assigned page

This example illustrates the fields and controls on the Batch Repackaging Plans Assigned page. You can find definitions for the fields and controls later on this page.

To further identify each repackaging plan, the page lists the student's career, the sort field and order from the Assign Repackaging Plan page, and the plan order from the repackaging plan setup.

In this example, Patrick Quijano (FARPK0045) did not meet any of the selection criteria of the repackaging plans defined on the Assign Repackaging Plans page. The batch routine did not assign him a repackaging plan.

The Sort Field field displays the value of the FED_EFC sort field, which was defined on the Assign Repackaging Plans page.

Access the Batch Repackaging Students by Plan page (select (Financial Aid, then select Awards, then select Repackaging, then select View Students by Plan, then select Batch Repackaging Students by Plan ).

Image: Batch Repackaging Students by Plan page

This example illustrates the fields and controls on the Batch Repackaging Students by Plan page. You can find definitions for the fields and controls later on this page.

For each repackaging plan, the page displays the repackaging plan ID, career, and sort field and sort order from Assign Repackaging Plan page. The plan order is the processing order for the repackaging plan from the repackaging plan setup.

For each repackaging plan, the selected students are listed as sorted by the sort field and sort order. In this example, the students are listed in ascending FED_EFC order, as defined on the Assign Repackaging Plans page. The Sort Field column, such as FED_EFC, lists the FED_EFC value.

Access the Repackage Students in Batch page (select Financial Aid, then select Awards, then select Repackaging, then select Process Batch Repackaging, then select Repackage Students in Batch).

Image: Repackage Students in Batch page

This example illustrates the fields and controls on the Repackage Students in Batch page. You can find definitions for the fields and controls later on this page.

Access the Batch Repackaging Summary page (select Financial Aid, then select Awards, then select Repackaging, then select View Batch Repackaging Summary, then select Batch Repackaging Summary).

Image: Batch Repackaging Summary page (1 of 2)

This example illustrates the fields and controls on the Batch Repackaging Summary page (1 of 2). You can find definitions for the fields and controls later on this page.

Image: Batch Repackaging Summary page (2 of 2)

This example illustrates the fields and controls on the Batch Repackaging Summary page (2 of 2). You can find definitions for the fields and controls later on this page.

Access the Eligibility and Need page (select Financial Aid, then select Awards, then select Repackaging, then select View Batch Repackaging Details, then select Eligibility and Need).

Image: Eligibility and Need page

This example illustrates the fields and controls on the Eligibility and Need page. You can find definitions for the fields and controls later on this page.

This information is for a single repackaging plan. To view other students, use the Eligibility Summary scroll arrows. To view further information for this student, use the Need Summary by Award Period scroll arrows.

Access the Award Detail page (select Financial Aid, then select Awards, then select Repackaging, then select View Batch Repackaging Details, then select Award Detail).

Image: Award Detail page

This example illustrates the fields and controls on the Award Detail page. You can find definitions for the fields and controls later on this page.

All awards in the repackaging plan are listed as zero or nonzero awards. Nonzero awards display a link to the scheduled disbursements.

Access the Batch Repackaging Errors page (select Financial Aid, then select Awards, then select Repackaging, then select View Batch Repackaging Errors, then select Batch Repackaging Errors).

Image: Batch Repackaging Errors page

This example illustrates the fields and controls on the Batch Repackaging Errors page. You can find definitions for the fields and controls later on this page.

Only students who had serious errors, such as students who had their financial aid term deleted, are in this list.