Setting Up Self-Service Actions and Access in Packaging

To set up self-service actions and access in packaging, use the Financial Aid Item Types component (FINANCIAL_AID_ITEM). Use the component interface (FINANCIAL_AID_ITEM_CI) to load the data into the tables for these component interfaces.

This section discusses how to:

  • Define self-service actions in packaging.

  • Define self-service access in packaging.

  • Change award and inquiry access.

Page Name

Definition Name

Navigation

Usage

FA Item Type 3

ITEM_TYPE_FA_3

Set Up SACR > Product Related > Financial Aid > Awards > Financial Aid Item Types > FA Item Type 3

Set up disbursement information and self-service action options.

Packaging Status Summary

STDNT_AID_PACKAGE

Financial Aid > View Packaging Status Summary > Packaging Status Summary

Review the student's need, budget, and award or change the student's packaging status. Set the student's self-service inquiry and award access.

Self-service Security

SFA_RUNCTL_SS_SEC

Financial Aid > Awards > Self Service Awarding > Assign Self Service Access > Self Service Security

Set the award and inquiry access value.

Access the FA Item Type 3 page (Set Up SACR > Product Related > Financial Aid > Awards > Financial Aid Item Types > FA Item Type 3).

Image: FA Item Type 3 page

This example illustrates the fields and controls on the FA Item Type 3 page. You can find definitions for the fields and controls later on this page.

FA (Financial Aid) Item Type 3 page

The system provides flexibility for controlling whether a student can accept and reduce or decline an award.

The Accept, Decline, and Reduce, options are available only if the Print Letter Option field is set to Print.

Self Service Actions

Field or Control

Definition

Accept

Select to enable the student to accept a particular award. When you select Accept, the Reduce and Decline options become available.

Reduce

You must select the Accept option and then the Reduce option to enable the student to reduce a particular award. Clear this option to prevent students from reducing their awards.

You cannot select the Reduce option if the Federal ID value is ACG or SMART on the FA Item Type 1 page

Decline

Select to enable the student to decline a particular award. When a student declines an award, the system sets the Offered and Accept amount fields to 0.00, and the student cannot update the amounts.

Note: If you set the Print Letter Option field to Never or blank, the system displays the award on the Financial Aid - Award Summary page (View My Financial Aid), but not on the Award Package page (Accept/Decline Financial Aid).

Access the Packaging Status Summary page (Financial Aid > View Packaging Status Summary > Packaging Status Summary).

Image: Packaging Status Summary page

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

Packaging Status Summary page

Self-Service

You can set these values in a background process by running the Assign Self Service Access process.

Field or Control

Definition

Award Access

Select Allowed to allow the student access to award acknowledgement for the given year regardless of filtering option criteria established in self-service awarding options setup.

Select Denied to deny the student access to award acknowledgment for the given year regardless of filtering option criteria established in self-service awarding options setup.

Select Use Filter to require the student to meet the self-service awarding options access criteria to gain access to an award acknowledgment in self-service awarding.

Inquiry Access

Select to allow a student to view assigned financial aid awards.

External Award Access

Select to allow a student access to view reported external awards.

Note: You must also select the Allow Access check box on the Inquiry Options page in setup to enable self-service access.

Access the Self-service Security page (Financial Aid > Awards > Self Service Awarding > Assign Self Service Access > Self-service Security).

Image: Self-service Security page

This example illustrates the fields and controls on the Self-service Security page. You can find definitions for the fields and controls later on this page.

Self-service Security page

Use this page to change the value in the Award Access and Inquiry Access fields on the Packaging Status Summary page. This controls whether a student can access either area of self-service.

Field or Control

Definition

Award Access

Select Allowed, Denied, or Use Filter.

Inquiry Access

Select Yes or No.

EA Access

Select Yes or No.

Institution

Select your institution.

Aid Year

Select the aid year for which to run this process.

All IDs

Select to update or change all IDs.

ID Range

Select to update or change a range of IDs.