Selecting the Loan Counseling Version

Access the Financial Aid Defaults page (Set Up SACR, and then Install, and then Financial Aid Defaults, and then Financial Aid Installation).

Note:

For a complete description of this page:

See Establishing Defaults.

Field or Control Description

Loan Counseling Version

Select which version of Loan Counseling for use throughout the system. This selection controls what components of Loan Counseling are available and how Authorization and Disbursement processing evaluates entrance loan counseling requirements to release funds for disbursement. This selection also controls how loan counseling is displayed on the Packaging Status Summary page.

  • Simple – Select to limit the management of loan counseling to annual evaluation and processing. This is the default value.

  • Expanded – Select to enable multiple loan counseling setup options: annual , multiple aid year, and student self-service,