Exit Counseling Guide
Use this workbook to define criteria and student messaging for exit counseling notifications.
Workbook Description
The file name for this workbook is EXIT_COUNSELING.csv.
- Field Name.
- Column: Spreadsheet column associated with the field.
- Required?: Denote if you're required to populate the field or not.
- Field Type and Accepted Values:
- String: These are usually alphanumeric.
- Integer: Numeric, a whole number.
- Double: Numeric with places to the right of the decimal.
- Enumeration: List of values.
- Boolean: True or False, Yes or No.
- Groovy script: A logical query using groovy script.
- Date: yyyy-mm-dd format.
- Description.
Field Name | Column | Required? | Field Type and Accepted Values | Description |
Trigger Determining Outstanding Title IV Funds for Graduating Students Criteria | A | Y |
Groovy Script; boolean return value
|
Used to determine the outstanding Title IV Funds for Graduating Students Criteria |
Trigger Determining Outstanding Title IV Funds for Withdrawn Students Criteria | B | Y |
Groovy Script; boolean return value
|
Used to determine the outstanding Title IV Funds for Withdrawn Students Criteria |
Outbound Message when TEACH Exit Counseling for Graduating Students is Required | C | Y |
String Alphanumeric ASCII text, up to 255 characters |
To display a message when TEACH Exit Counseling for Graduating Students is Required |
Outbound Message when TEACH Exit Counseling for Withdrawn Students is Required | D | Y |
String Alphanumeric ASCII text, up to 255 characters |
To display a message when TEACH Exit Counseling for Withdrawn Students is Required |
Outbound Message when Title IV Loans Exit Counseling for Graduating Students is Required | E | Y |
String Alphanumeric ASCII text, up to 255 characters |
To display a message when Title IV Loans Exit Counseling for Graduating Students is Required |
Outbound Message when Title IV Loans Exit Counseling for Withdrawn Students is Required | F | Y |
String Alphanumeric ASCII text, up to 255 characters |
To display a message when Title IV Loans Exit Counseling for Withdrawn Students is Required |
Outbound Message when Title IV Loans Exit Counseling Follow-up for Graduating Students is Required | G | Y |
String Alphanumeric ASCII text, up to 255 characters |
To display a message when Title IV Loans Exit Counseling Follow-up for Graduating Students is Required |
Outbound Message when Title IV Loans Exit Counseling Follow-up for Withdrawn Students is Required | H | Y |
String Alphanumeric ASCII text, up to 255 characters |
To display a message when Title IV Loans Exit Counseling Follow-up for Withdrawn Students is Required |
Outbound Message when TEACH Exit Counseling Follow-up for Graduating Students is Required | I | Y |
String Alphanumeric ASCII text, up to 255 characters |
To display a message when TEACH Exit Counseling Follow-up for Graduating Students is Required |
Outbound Message when TEACH Exit Counseling Follow-up for Withdrawn Students is Required | J | Y |
String Alphanumeric ASCII text, up to 255 characters |
To display a message when TEACH Exit Counseling Follow-up for Withdrawn Students is Required |
FOLLOW_UP_TRIGGER_NO_OF_DAYS | K | Y |
Integer Any positive integer |
Number of days following the triggering of outbound messages |
Enable the Configuration in the UI
You do not have to complete any setup in the user interface to enable this configuration.
Required Permissions
You must have a role with the following General Permission(s) through Roles Management in order to enable and view the configuration in the UI.
- Student
Configuration in the User Interface
The configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
- Student SearchStudentStudent SummaryActivity (right side bar)Notifications