Return to Navigation

Setting Up SLC Processing

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Student Loans Company Setup - Options

SFA_SLC_SETUP

select Financial Aid, then select Student Loans Company, then select Student Loans Company Setup, then select Options

Define SLC options.

Student Loans Company Setup - Search Match Options

SFA_SLC_SRCH_MATCH

select Financial Aid, then select Student Loans Company, then select Student Loans Company Setup, then select Search Match Options

Define search match options.

Access the Student Loans Company Setup - Options page (select Financial Aid, then select Student Loans Company, then select Student Loans Company Setup, then select Options).

Image: Student Loans Company Setup - Options page

This example illustrates the fields and controls on the Student Loans Company Setup - Options page. You can find definitions for the fields and controls later on this page.

Student Loans Company Setup - Options page

General

Field or Control

Definition
SLC Acad Year (Student Loans Company academic year)

Select the year for which this setup is intended.

SSAR Import

Field or Control

Definition
Bank Details Comm Key (bank details communication key)

Select the communication key to be used when the Bank Details Held fields in the Student Support Attendance Requests (SSAR) files being imported have a value of N.

The communication is created only if the communication designated by the communication key does not already exist for the student.
Create SSAR Checklist (create Student Support Attendance Requests checklist)

Select the checklist to be assigned to students when their SSAR record is imported.

This checklist can be used for controlling disbursement of Tuition Fee Grant (TFG) and Tuition Fee Loan (TFL) award disbursements. Disbursement rules can consider a checklist status. The checklist is created only if the designated checklist code does not already exist for the student.
Make Ready for Packaging

Select this check box to update the Packaging status to Ready for Packaging.

The Packaging status is updated for a student when either of the following is true:

  • Initial SSAR data is received for the student for this SLC academic year.

  • A subsequent SSAR file is received for the student for this SLC academic year with a TFL or TFG amount that is different from the amount stored for the student and the student's Packaging status is Packaging Completed.

SSAC Extract

Field or Control

Definition
Use Checklist

Select the checklist to be used when selecting the students to be included in the Generate SSAC Data process. When evaluating whether the student can be included in the SSAC Extract, the process determines whether the student has this checklist assigned and whether the checklist is complete.
Use Physical Attendance Flag

Select this check box to ensure that the Generate SSAC Data process checks to see if the student's physical attendance is confirmed when evaluating whether the student can be included in the SSAC Extract.
Complete SSAR Checklist (complete Student Support Attendance Requests checklist)

Select this check box to ensure that the Generate SSAC Data process updates the status of the checklist designated in the Create SSAR Checklist field to Complete.

ACR Processing

Use this group box to:

  • Associate equations with each of the Attendance Confirmation Report (ACR) elements that is used to determine the At Fee Code that is sent in the ACR Response File from the HEI to the SLC.

  • Designate a course fee group to be used in the Course Fee element.

  • Designate an equation to determine the At Fee Code to be returned for each student with the ACR Response File.

At Fee Codes are defined by the SLC.

When writing equations to be used by the At Fee Evaluation process, ensure that they return values for the same calendar date. These values can be compared with students' ACR data to determine the At Fee Code. The exception is the attendance status, which is determined for the same calendar date as the other equations, but which has no ACR field to use for comparison.

The values that are available in the equation fields in this group box appear by default from the Equation Editor (EQUATION_EDITOR) component select (Set Up SACR, then select Common Definitions, then select Equation Engine, then select Equation Editor, then select Equation Editor).

If you write equations to be selected in the Attendance Equation, Course Code Equation, Course Year Equation, Course Fee Equation, and Tuition Liability Equation fields:

  • The Attendance Equation must set the value for the SFA_SLC_EQ_ATTSTAT field.

    The translate values for SFA_SLC_EQ_ATTSTAT are A - In Attendance, N - Not in Attendance, and S - Studies Suspended.

  • The Course Code Equation must return the UCAS or SLC Code for the course (depending on which type of course code was provided on the ACR).

  • The Course Year Equation must return the year of the course of study/program in which the student is enrolled; for example, a value such as 1, 2, 3, or 4.

  • The Course Fee Equation must return the amount of tuition fees charged to the student for this academic year.

  • The Tuition Liability Equation should set the following equation engine variables:

    • SFA_SLC_EQ_TUITLN - Tuition Loan Amt

    • SFA_SLC_EQ_TUITGNT - Tuition Grant Amt

    • SFA_SLC_EQ_TUITSTD - Tuition Student Liable Amt

Field or Control

Definition
Course Fee Group

Select the fee group to be used by the Course Fee equation. Values appear by default from the Student Financials Item Type Groups (ITEM_GROUPINGS) component select (Set Up SACR, then select Product Related, then select Student Financials, then select Item Types, then select Item Type Groups).

All fields in the ACR Processing group box are optional.

However, to use the ACR At Fee Evaluation process, you must write an equation to be selected in the At Fee Equation field.

The At Fee Equation should be coded to populate the Equation Engine variable SFA_SLC_ATTEND_IND.

You can write the At Fee equation so that it uses the results of one or more of the other equations in the ACR Processing group box, or you can write an At Fee equation that does not rely on other equation results.

See Running the ACR At Fee Evaluation Process.

Remittance Report Parameters

Use this group box to define which financial aid item type group represents Tuition Fee Grants and which financial aid item type group represents Tuition Fee Loans. This mapping enables you to create or modify a reconciliation query using imported Remittance Report data. The values for these two fields appear by default from the Financial Aid Related Item Type Group (PKG_REL_ITEM_GROUP) component select (Set Up SACR, then select Product Related, then select Financial Aid, then select Awards, then select Related Item Type Group).

Field or Control

Definition
Tuition Fee Loan Group

Select a financial aid item type group for this tuition fee loan item type.
Tuition Fee Grant Group

Select a financial aid item type group for this tuition fee grant item type.

HEBSS Import

Field or Control

Definition
File Type

Select the HEBSS File Type you want to import:

  • Full Administration – Imports all fields.

  • Information Only – Imports all fields except: Bank Details Supplied, Automated Award Total, Manual Award Total, Overall Award Total, and Previously Approved.
Make Ready for Packaging

Select this check box to update the packaging status to Ready for Packaging.

The Packaging status is updated for a student when either of the following is true:

  • Initial Higher Education Bursaries and Scholarships Scheme (HEBSS) data is received for the student for this SLC academic year.

  • A subsequent HEBSS file is received for the student for this SLC academic year and the student's Packaging status is Packaging Completed.

Access the Student Loans Company Setup - Search Match Options page (select Financial Aid, then select Student Loans Company, then select Student Loans Company Setup, then select Search Match Options).

Image: Student Loans Company Setup - Search Match Options page

This example illustrates the fields and controls on the Student Loans Company Setup - Search Match Options page.

Student Loans Company Setup - Search Match Options page

Use this page to select the search parameters that you want to use for the Import SSAR Files process, the Import HEBSS Files process, and the Import ACR/SISF process, and the subsequent actions to be taken for the different match scenarios.

Note: Students for whom an exact Student Support Number match exists have their records directly added to the Student SLC table and are not be subject to the Search/Match options defined on this page.

The section describes how to define Liability Periods for unique combinations of HEI, Academic Year, and Course Start Periods for determining student liability for full tuition fee loans.

Access the Define Liability Periods page (select Financial Aid, then select Student Loans Company, then select Student Loans Company Setup, then select Define Liability Periods).

Image: Define Liability Periods page

This example illustrates the fields and controls on the Define Liability Periods page. You can find definitions for the fields and controls later on this page.

Define Liability Periods page

Field or Control

Definition
Liability Period

Select the Liability Period for the context Course Start Period.
Start Date andEnd Date

Enter the Liability Period Start and End Dates. Liability Period Dates cannot overlap.

This section discusses the Campus Solution Student Records and Enrollment HESA (Higher Education Statistics Agency) setup required to use the SLC FTE Calculation.

  1. Set up HESA in SACR Student Administration and Foundation Institution pages.

    Access the SA Features page (select Set Up SACR, then select Install, then select Student Admin Installation, then select SA Features tab).

    In the United Kingdom group box, check the HESA, UCAS check box.

    See Selecting Country-Specific Features and Enabling CRM for Higher Education Feature.

    Access the Academic Institution 6 page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Institution Table, then select Academic Institution 6 tab).

    In the United Kingdom group box, check the HESA, UCAS check box.

    See (AUS, CAN, GBR, NZL, NLD) Activating Other Student Administration Features.

  2. Ensure that the Reporting Period you want to use is defined and is Active.

    Access the Reporting Periods page (select Records and Enrollment, then select HESA Reporting, then select HESA Returns Setup, then select Reporting Periods)

  3. Set up the HESA Configuration page for the Institution. If you are using an FTE Calculation Type of Derive load from Modules, then the Grading Basis Inclusion defined on this page needs to include the appropriate Grading Basis with the FTE check box selected.

    Access the HESA Configuration page (select Records and Enrollment, then select HESA Reporting, then select HESA Returns Setup, then select HESA Configuration).

    See Configuring HESA.

  4. Run the Create Instance for the Academic Institution or Program or the individual students whom an ACR will be processed.

    Access the Create HESA Instance page (select Records and Enrollment, then select HESA Reporting, then select HESA Returns Setup, then select Create Instance).

    See Creating HESA Instance and Person HESA Data Records for Students.

    Access the HESA Instance Data page to view or create an Instance record for an individual student. (select Records and Enrollment, then select Career and Program Information, then select HESA Instance Details).

    See Entering HESA Instance Data for a Student.

  5. Run the Create Module process for the Academic Institution and Reporting Period for the course enrollments.

    Access the Create HESA Module Data page (select Records and Enrollment, then select HESA Reporting, then select HESA Returns Setup, then select Create Module).

    See Creating HESA Modules.

    The Run the Create Module process creates HESA Module detail in Curriculum Management. You can also create a single course or set of courses individually under the Curriculum Management. These would be the courses that the student is enrolled in during the reporting period. Make sure effective dates are before the reporting period and the Report to HESA Flag is selected. This information is used if the FTE process is run as Derive load from Modules. If using the Derive load from Modules, define the Module FTE value in the Module Data region.

    See Entering HESA Data for a Module.

  6. For the Programs and Plans that students are enrolled in, set up the FTE Calculation Type to derive from Program or Modules; depending on which basis you are using for the FTE process. If using the FTE Calculation Type of Derive load from Program, define the FTE Load value. On the Plan HESA Data page, select the Report to HESA flag.

    Access the Program HESA Data page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Program Table, then select Program HESA Data tab).

    See Entering HESA Data for an Academic Program.

    Access the Plan HESA Data page (select Set Up SACR, then select Foundation Tables, then select Academic Structure, then select Academic Plan Table, then select Plan HESA Data tab).

    See Entering HESA Data for an Academic Plan.

This section discusses the Campus Solution Student Records and Enrollment HESA (Higher Education Statistics Agency) setup required to report Academic Load for ACR Export files.

Access the Mode of Study page (select Records and Enrollments, then select HESA Reporting, then select Codes and Mapping, then select Code Mappings, then select Mode of Study).

  • Students with Academic Loads that are not mapped to a HESA Mode of Study value of 01, 02, 23, 24 or 25 are considered part-time.

  • StudentsAcademic Loads that are mapped to a HESA Mode of Study value of 01, 02, 23, 24 or 25 are considered full-time.

The Mode of Study value can then be defined for the student at the Instance HESA Data, Sub-Plan Offering Year HESA Data, Plan Offering Year HESA Data or Program Offering Year HESA Data level.