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Printing FE FAN Using Forms Engine

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

FE FAN Letter Run Control

RUN_CNTL_FANLTR

select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification Batch, then select FE FAN Letter Run Control

Set up to run FAN letters in batch.

FE Award Notification Student Defaults

AWARD_NOTIF_DETAIL

  • select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification One-Up, then select FE Award Notification Student Defaults

  • Click the Award Notification link on the Award Entry page.

Display award status or print an award notification for an individual student.

FE Award Notification Inquiry

AWARD_NOTIF_DETAIL

  • select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification Inquiry, then select FE Award Notification Inquiry

  • Click the Award Notification link on the Packaging Status Summary page.

View award notification detail information.

FE Award Notification Summary

FANLTR_SUMMARY

select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification Summary, then select FE Award Notification Summary

View a summary of the non-simulation award notification processes and the award notification for an individual student.

FE Award Notification Reprint

FAN_RPRT_RUNCTL

select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification Reprint, then select FE Award Notification Reprint

Reprint an award notification for an individual student.

Access the FAN Letter Run Control page (select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification Batch, then select FAN Letter Run Control).

Image: FAN Letter Run Control page (1 of 2)

This example illustrates the fields and controls on the FAN Letter Run Control page (1 of 2). You can find definitions for the fields and controls later on this page.

FAN Letter Run Control page (1 of 2)

Image: FAN Letter Run Control (2 of 2)

This example illustrates the fields and controls on the FAN Letter Run Control (2 of 2). You can find definitions for the fields and controls later on this page.

FAN Letter Run Control (2 of 2)

Field or Control

Definition

Expiration Date

The date that the information is purged from the system.

Addr Usage (address usage)

Defined using the Process Demo Set Up. This allows you to override Address Usage options defined on the FE Award Notification Defaults page.

Sort Order

Defined using the Sort Order Set Up. This allows you to override the sort order defined in the FE Award Notification Defaults page. It sorts FE FAN output by sorting preferences.

Name Usage

Defined using the Process Demo Set Up. This allows you to override the name usage options defined in the FE Award Notification Defaults page.

Budget Type

Values are Budget Categories (Institutional) or Pell Categories.

Printer Name

Defined using the Printer Names Set Up. This allows you to override printer selection defined in the FE Award Notification Defaults page.

Form Type

Defined in the Setting Up the Forms Engine. Identifies the form type to a specific processing group.

Group

Defined in Award Notification Form Type Set Up. Identifies in which group of letters this letter code exists.

Letter Code

The code from the Campus Community Standard Letters page for this communication. You define this on the FE Award Notification Form Type page.

Category

The communications category associated with this letter code. You define this on the FE Award Notification Form Type page.

Context

The context from the Campus Community Communications Context page that is included in this category. You define this on the FE Award Notification Form Type page.

Use Institutional Methodology

Select to use institutional methodology.

Display Customized Messages

Select to display customized, on demand user defined messages from the FE Award Notification Student Default page Comment Box.

Print Cancels

Select to print the information if an award is canceled.

Print Declines

Select to prints the information if an award is declined.

Print Via Script

Select to allow for multi-platform printing.

Run Simulation

Select to run this print job in simulation mode.

Include Revisions

Select to include revisions made to aid packages in the print job.

Display Notification Number

Displays number counter of letter. This information prints on the aid notification.

Display COA Only

Select to display the Cost Of Attendance/Budget information on the aid notification. The system does not display recourse information on the printed aid notification if you select this option.

Display Form Name

Select to display the name of the form on the printed aid notification.

Award Notification Selection

Field or Control

Definition

Sequence

Indicates the sequence number.

Selection Criteria Type

Values include Basic Selection, Equation Selection, and Student Override.

Note: The system displays the following fields when you select Basic Selection. Use the fields to define a simple population selection.

Award Period

The award periods used in packaging. Values include: Academic, Non-Standard, and Both.

Academic Program

Academic program values used for financial aid processing.

Academic Career

Define the careers for financial aid processing.

Aid Application Status

Values are based on Packaging Award Status field. You should set this option to Accepted or Offered.

Award Status

Values are based on Packaging Status Summary field, Aid Packaging Status. You should select Packaging Completed.

Aid Processing Status

Values based on how aid packages were created. Values include Blank, Auto, Counselor, and Not Packaged. Initially select Blank to ensure that the program evaluates all options.

Aid Packaging Method

Values are based on Packaging Award Status field. You should select Accepted or Offered.

FAN Letter Run Control with Equation Selection

Access the FAN Letter Run Control page with Equation Selection (select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification Batch, then select FAN Letter Run Control).

Image: FAN Letter Run Control page with Equation Selection

This example illustrates the FAN Letter Run Control page with Equation Selection.

FAN Letter Run Control page with Equation Selection

This selection allows you to select a batch printing population defined by using an equation.

FAN Letter Run Control with Student Override Selection

Access the FAN Letter Run Control page with Student Override (select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification Batch, then select FAN Letter Run Control).

Image: FAN Letter Run Control page with Student Override Selection page

This example illustrates the FAN Letter Run Control page with Student Override Selection page.

FAN Letter Run Control page with Student Override Selection page

This selection allows you to run batch processes for a single or multiple student IDs if row insert is used.

Access the FE Award Notification Student Defaults page (select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification One-Up, then select FE Award Notification Student Defaults).

Note: You must first set default values on the Default Setup Page before using the FE Award Notification Detail page.

Image: FE Award Notification Student Defaults page

This example illustrates the fields and controls on the FE Award Notification Student Defaults page. You can find definitions for the fields and controls later on this page.

FE Award Notification Student Defaults page

Note: The OK, Cancel, and Apply buttons appear below the page when you access it by clicking the Award Notification link on the Award Entry, Student Aid Package page.

The system displays the ID, Aid Year, and Institution.

Field or Control

Definition

Award Period

Award periods used in packaging. Values include Academic, Non-Standard, and Both.

Printer Name

Defined using the Printer Names Set Up. This allows you to override printer selection defined on the FE Award Notification Defaults page.

Form Type

Use the Forms Engine to define and create options. Initial Notification Option 1 and Option 2 (Short FAN) are delivered with the system.

Group

Defined in the Setting Up the Forms Engine. Identifies the Form Type to a specific processing group.

Letter Code

The code from the Campus Community Standard Letters page for this communication. Define this on the FE Award Notification Form Type page.

Category

The communications category associated with this letter code. Define this on the FE Award Notification Form Type page.

Context

The context from the Campus Community Communications Context page included in this category. Define this on the FE Award Notification Form Type page.

Academic

Field or Control

Definition

Status

Values include:

Blank: Package does not exist.

Initial: Automatically switches to this status in preparation of the print process. You can manually reset this after the letter is run in real time. This status does not change to printed if you run the job in simulation.

Hold: Holds the print option for this award period.

Revised: Automatically switches to this status after the initial letter prints. You can manually reset this after the letter is run in real time. This status does not change to printed if you run this job in simulation.

Comment

This allows you to write free form text. This comment prints if the Display Customized Messages check box is selected either on the FE Award Notification Defaults page or the FE Award Notification Run Control. The system prints this customized message in addition to any item type related message.

Non-Standard

Field or Control

Definition

Status

Values include:

Blank: Package does not exist.

Initial: Automatically switches to this status in preparation of the print process. You can manually reset this after the letter is run in real time. This status does not change to printed if you run the job in simulation.

Hold: Holds the print option for this award period.

Revised: Automatically switches to this status after the initial letter prints. You can manually reset this after the letter is run in real time. This status does not change to printed if you run this job in simulation.

Comment

This allows you to write free form text. This comment prints if the Display Customized Messages check box is selected either on the FE Award Notification Defaults page or the FE Award Notification Run Control. The system prints this customized message in addition to any item type related message.

Access the FE Award Notification Inquiry page (click the Award Notification link on the Packaging Status Summary page).

Image: FE Award Notification Inquiry page

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

FE Award Notification Inquiry page

This page is view only. It is intended for front-line users with limited access or security. You cannot process actions or invoke processes from this page.

Access the Award Notification Summary page (select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification Summary).

Image: Award Notification Summary page

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

Award Notification Summary page

Field or Control

Definition

Letter Code

Used to generate the FAN letter.

Sequence

A number that distinguishes between versions of letters sent to a student. When you request a new communication and award notification letter (FAN), the system assigns a sequential number to the award notification letter. This sequence increases by one each time you request an additional award notification letter.

Date/Time

Indicates the date and time the letter was created.

Print Status

Indicates whether the letter has been printed, is awaiting printing, or has an error.

Award Period

Indicates the award period for which the FAN letter is printed. FA Term determines the default for these periods and uses the last effective-dated sequence or effective-dated status.

FAN Data

Click to access the Summary of Data Printed on FAN page to view the information that was printed on the student's FAN letter.

Note: To use the preview link, you must load the Get Post Script Viewer program. This program is freeware. You must load the GSVIEW and the GNU GHOSTSCIPT programs from this link.

This page is view only. It is intended for front-line users with limited access or security.

Click the Preview link to view and reprint a copy of the FE FAN letter associated with the Form Instance number.

Access the Award Notification Reprint page (select Financial Aid, then select Awards, then select Notification Letter, then select Award Notification Reprint).

Image: Award Notification Reprint page

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

Award Notification Reprint page

The system displays the Run Control ID.

Field or Control

Definition

Form Process Instance

This information comes from Process Monitor Log Files.

Printer Name

Defined using the Printer Names Set Up. This allows you to override printer selection defined on the FE Award Notification Defaults page.

Print Via Script

Select to allow for multi-platform printing.

Selection Criteria Type

Values include:

All: Allows you to reprint the entire batch of students for the form process instance.

Collation Key Range: Allows you to reprint an individual student or a range of students.

Financial Aid Award Notification Letter, long version.

Image: Financial Aid Notification (FAN) Letter, long version (1 of 6)

This example illustrates the Financial Aid Notification (FAN) Letter, long version (1 of 6).

Financial Aid Notification (FAN) Letter, long version (1 of 6)

Image: Financial Aid Notification (FAN) Letter, long version (2 of 6)

This example illustrates the Financial Aid Notification (FAN) Letter, long version (2 of 6).

Financial Aid Notification (FAN) Letter, long version (2 of 6)

Image: Financial Aid Notification (FAN) Letter, long version (3 of 6)

This example illustrates the Financial Aid Notification (FAN) Letter, long version (3 of 6).

Financial Aid Notification (FAN) Letter, long version (3 of 6)

Image: Financial Aid Notification (FAN) Letter, long version (4 of 6)

This example illustrates the Financial Aid Notification (FAN) Letter, long version (4 of 6).

Financial Aid Notification (FAN) Letter, long version (4 of 6)

Image: Financial Aid Notification (FAN) Letter, long version (5 of 6)

This example illustrates the Financial Aid Notification (FAN) Letter, long version (5 of 6).

Financial Aid Notification (FAN) Letter, long version (5 of 6)

Image: Financial Aid Notification (FAN) Letter, long version (6 of 6)

This example illustrates the Financial Aid Notification (FAN) Letter, long version (6 of 6).

Financial Aid Notification (FAN) Letter, long version (6 of 6)

Financial Aid Award Notification Letter, short version

Image: Financial Aid Notification (FAN) Letter, short version (1 of 5)

This example illustrates the Financial Aid Notification (FAN) Letter, short version (1 of 5).

Financial Aid Notification (FAN) Letter, short version (1 of 5)

Image: Financial Aid Notification (FAN) Letter, short version (2 of 5)

This example illustrates the Financial Aid Notification (FAN) Letter, short version (2 of 5).

Financial Aid Notification (FAN) Letter, short version (2 of 5)

Image: Financial Aid Notification (FAN) Letter, short version (3 of 5)

This example illustrates the Financial Aid Notification (FAN) Letter, short version (3 of 5).

Financial Aid Notification (FAN) Letter, short version (3 of 5)

Image: Financial Aid Notification (FAN) Letter, short version (4 of 5)

Financial Aid Notification (FAN) Letter, short version (4 of 5) (4 of 5).

Financial Aid Notification (FAN) Letter, short version (4 of 5)

Image: Financial Aid Notification (FAN) Letter, short version (5 of 5)

Financial Aid Notification (FAN) Letter, short version (5 of 5) (5 of 5).

Financial Aid Notification (FAN) Letter, short version (5 of 5)