Managing Financial Aid Using PeopleSoft Fluid User Interface

This topic discusses how students use the PeopleSoft Fluid User Interface to:

  • manage financial aid awards.

  • manage Outside Aid.

  • view Financial Aid Summary.

Field or Control

Definition

Exclamation Point icon

This icon indicates that the award is in “Offered” status and requires your decision to accept or decline.

Numerical Badge icon

This icon indicates the number of awards in “Offered” status that requires your decision to accept or decline.

Status

See Accepting, Declining, and Reducing Awards Using Self-Service.

Filter icon(Filter)

Depending on the page you access, click this icon to filter the results according to the available filter options.

Sort icon(Sort)

Depending on the page you access, click this icon to sort the rows in ascending or descending order according to the available sort options.

Display

Depending on the page you access, select an option to filter the results according to the terms available.

Information icon (fluid)

Click to view more information.

Edit icon

Select to enable various fields on the Accept/Decline page. This icon is available only when using a tablet or desktop.

Submit

Click to commit your decision.

Before you click Submit, make sure you review your decision, especially the Accept Amount value. Once you click Submit, the action cannot be reversed.

Reset or Reset All

Select to clear all decisions or changes you have made to a page.

Page/Tile Name

Definition Name

Usage

Financial Aid Tile

Not Applicable

Access financial aid information.

Select a Value Page

SFA_SS_MD_AYSEL_FL

Select the Aid Year and Institution combination, for which you want to access financial aid information.

Outstanding Offers Page (smartphone only)

SFA_SS_OFFERS_FL

Select to view offered awards. This page is available only when offered awards exist. Once you have decided to decline or accept an offered award, this page disappears from the list.

The numerical badge indicates the number of outstanding offers.

Manage Accepted Awards Page (smartphone only)

SFA_SS_AWARDS_FL

Select to view awards you have accepted.

Award Summary Page (smartphone only)

SFA_SS_AWDSUM_FL

Select to view a summary of all financial aid awards (Accepted and Offered) for the selected Aid Year and institution combination using a smartphone.

Depending on setup, Canceled and Declined awards may also appear.

Disbursements (smartphone only)

SFA_SS_DISB_SFF_FL

Select to view a summary of disbursement information by term for the selected Aid Year and Institution using a smartphone.

Summary Page (tablet or desktop only)

SFA_SS_AWDSUM_FL

Select to view a summary of all financial aid awards (Accepted and Offered) for the selected Aid Year and institution combination using a tablet or desktop.

Depending on setup, Canceled and Declined awards may also appear.

Accept/Decline Page (tablet or desktop only)

SFA_SS_ACPTDECL_FL

Use this page make award decisions.

Disbursements (tablet or desktop only)

SFA_SS_DISB_LFF_FL

Select to view a summary of disbursement information by term for the selected Aid Year and Institution using a table or desktop.

Outside Aid (smartphone only)

SFA_SS_OA_SF_FL

Use this page to view external financial aid the student receives from sources outside of the school. The Report Outside Aid page can be opened from this page.

Outside Aid (tablet or desktop only)

SFA_SS_OA_LF_FL

Use this page to view external financial aid the student receives from sources outside of the school. The Report Outside Aid page can be opened from this page.

Report Outside Aid

SFA_SS_OA_ENTR_SCF

Use this page to report external financial aid the student receives from sources outside of the school.

View Outside Aid

SFA_SS_OA_DTL_SCF

Use this page to view details about an individual external financial aid award the student receives from sources outside of the school.

View Shopping Sheet

SFA_SS_SHOPSHET_FL

Use this page to view the student’s Financial Aid Shopping Sheet.

Need Summary (tablet or desktop only)

SFA_SS_NEEDSUM_FL

Use this page to view a summary of the student’s need calculation using cost of attendance and expected family contribution by academic period.

Cost of Attendance (tablet or desktop only)

SFA_SS_COA_FL

Use this page to view details the student’s cost of attendance by academic period.

Expected Family Contribution (tablet or desktop only)

SFA_SS_EFC_FL

Use this page to view details of the student’s expected family contribution by academic period.

If you have financial aid for more than one institution and Aid Year combination, the Select a Value page appears.

Use the Select a Value page to select the aid year and institution combination for which you want to view financial aid information.

When you select an Aid Year:

  • From a smartphone, the landing page may display any of these options depending on the status of available awards or whether you have been granted access: Outstanding Offers, Manage Accepted Awards, Award Summary, Shopping Sheet, Disbursements, and Outside Aid.

  • From a tablet or desktop, the landing page automatically displays the Award Summary page. You may also be able to access the Accept/Decline page if you have been granted access, or have been offered or have accepted awards.

To select a different Aid Year and institution combination:

  • From a smartphone, click the Change button on the landing page.

  • From a tablet or desktop, click the Change button.

Outstanding Offers Page

The Outstanding Offers link appears on the landing page only when you are offered an award.

Click an award row to access the Award Decision page. From the Award Decision page, you can decide to accept or decline an award.

Field or Control

Definition

Award Decision

Select to accept or decline the award.

If you accept the award, the Reduce field is enabled only for awards that are eligible for reduction. Some awards may have “Accept” conditions that specify you cannot reduce the amount.

Offer Amount

Displays the offered amount.

Reduce

This is enabled only when you accept an award that is eligible for reduction. Use this field to specify a lesser Accept Amount than the offered amount.

Select the check box to enable the Accept Amount field.

Accept Amount

Displays the amount of the award you have accepted. If you accept the award and select the Reduce check box, you can edit this amount.

Once you have made decisions on all offered awards, the Outstanding Offers page disappears from the list of options.

Manage Accepted Awards Page

Use this page to view financial aid awards you have accepted as well as change your decision on any accepted award.

Click an award row to access the Award Decision page. From the Award Decision page, you can choose to decline the award or reduce the amount you want to accept. The fields on the Manage Accepted Awards, Award Decision page are the same as the fields on the Outstanding Offers, Award Decision page.

Award Summary Page (smartphone only)

Use this page to view all financial aid awards that you have been offered or have accepted.

Depending on your institution’s setup:

  • Your awards may be separated by award period, for example: Academic Year or Summer Term. Click an award period to view the awards for the particular period.

  • You may be able to access the Declined Awards and Canceled Awards pages.

Click an award row to access the Award Details page.

Field or Control

Definition

General

This is the default page that appears if the award status is “Offered.”

Amounts

This is the default page that appears if the award status is “Accepted”. Select to view information about how the award is disbursed across associated terms.

If there are multiple terms, the information on this page is displayed based on self-service options.

For Loan awards, this page displays the applicable fee deducted from the award.

Loan

This page appears only when loan awards are available.

Select to view loan-specific information. Depending on the available loan, the following statuses may appear for:

  • Perkins Loans: Promissory Note Status

  • Non-Perkins Loans: Loan Status

  • Loan Counseling: Entrance Interview, Exit Interview

Note: The Award Details are displayed based on the Display option you choose on the Award Summary page.

Disbursements (smartphone only)

Use this page to view disbursement details for all Offered and Accepted awards by term for the selected Aid Year and Institution.

Depending on your institution's setup, your awards may be separated by award period; for example, Academic Year or Summer Term. Select an award period to view the awards for that particular period.

All Awards pages are accessed from the Awards link on the landing page.

Summary Page

This is the default page that appears when you click the Financial Aid tile. Use this page to view a summary of available financial aid awards.

Depending on your institution’s setup:

  • Your awards may be separated by award period, for example: Academic Year or Summer Term. Click an award period to view the awards for the particular period.

  • You may be able to access the Declined Awards and Canceled Awards pages.

Click an award row to access the Award Details page. The fields are the same as the Award Details page as accessed from a smartphone.

Accept/Decline Page

Use this page to accept or decline any or all offered awards, or change your decision on accepted awards. If you click an award row, the Award Details page appears. The Award Details page shows general information about the award.

To make or change your decision on an award, click the Edit icon. Various fields and buttons on the Accept/Decline page are enabled. The fields on the Accept/Decline page works similarly to the Award Decision page from the Outstanding Offers and Manage Accepted Awards pages on the smartphone, except for:

Field or Control

Definition

Actions

Click to process (accept or decline) all awards. You can also reset all award decisions.

As long as you do not click the Submit button while in Edit mode, you can still change any decision or value on this page.

While you are in Edit mode, if you make a decision on each award and you change your mind, to reverse your decision you can either:

  • Click the Actions button, then select Reset All. However, this resets all changes you may have made to other award rows.

  • Click the Edit button to turn off Edit mode. This resets all award decisions to the state prior to Edit mode.

Disbursements Page

Use this page to view disbursement details for all Offered and Accepted awards by term for the selected Aid Year and Institution.

Depending on your institution's setup, your awards may be separated by award period; for example, Academic Year or Summer Term. Select an award period to view the awards for that particular period.

The controls for smartphones, tablets, and desktops are the same for managing Outside Aid.

All Outside Aid pages are accessed from the Outside Aid link on the landing page after selecting the Financial Aid tile from the Student Homepage.

Outside Aid Page

Use this page to view Outside Aid that has already been reported.

If no Outside Aid has been reported, the Report Outside Aid button is displayed. Select this button to open the Report Outside Aid page.

If there is Outside Aid that has already been reported, you can report additional Outside Aid by selecting the Plus icon in the upper left corner of the table. This opens the Report Outside Aid page.

For Outside Aid that has already been reported and is displayed, you can click on a row in the table to open the View Outside Aid page. This page displays details about the selected Outside Aid.

Report Outside Aid Page

Use this page to report Outside Aid.

Access this page by selecting the Report Outside Aid button on the Outside Aid page when there is no existing reported Outside Aid or by selecting the Plus icon in the upper left corner of the table when there is existing Outside Aid.

On the Report Outside Aid page, you select the Award and Category and enter the Award Description and Amount.

View Outside Aid Page

Use this page to view Outside Aid details.

Access this page by selecting a row on the Outside Aid page.

This page displays details about the selected Outside Aid.

Use this page to view the student’s Financial Aid Shopping sheet.

On a smartphone, access this page by selecting the Shopping Sheet link on the landing page and selecting View Shopping Sheet.

On a tablet or desktop, access this page by selecting the Awards link on the landing page, selecting the Shopping Sheet link, and selecting View Shopping Sheet.

Note: This feature is only accessible on tablets and desktops, not smartphones.

All Financial Aid Summary pages are accessed from the Financial Aid Summary link on the landing page.

Viewing Need Summary

Use this page to view a summary of the student’s need. Depending on your institution’s setup:

  • Awards may be separated by award period, for example: Academic Year or Summer Term. Select an award period to view the awards for the particular period.

  • Remaining Need may or may not be displayed.

Viewing Cost of Attendance

Use this page to view details about Cost of Attendance. Depending upon your institution’s setup, cost of attendance may be separated by award period, for example: Academic Year or Summer Term. Click an award period to view the cost of attendance for the particular period.

Field or Control

Definition

Display

Use the Display option to view Term–specific Cost of Attendance information.

Academic Career

Use the filter and sort options to adjust the view for students with multiple Academic Careers. This field is only displayed for students with multiple careers.

Viewing Expected Family Contribution

Use this page to view details about Expected Family Contribution. Information about Academic Year, Summer Term, and Family Contribution (Academic Year plus Summer Term) is always displayed.

Viewing User Defined Page

Use this page to view content customized by the institution instead of the standard Need Summary, Cost of Attendance, and Expected Family Contribution information. This page is available when the Summary Link in Self Service Setup is set to User-defined Page.

See Setting Up Self-Service Inquiry Options.