Package Schedule Attributes Guide

Use this workbook to configure a calculation to decide the number of months for a student, and how to treat the summer term if there's enrollment in the summer.

Workbook Description

The file name for this workbook is PKGSCHEDATTRIB.csv.

Configuration Workbooks are delivered in the form of Excel spreadsheets. In these spreadsheets, every configurable field is represented as a spreadsheet column and there are as many spreadsheet rows as needed for that particular configuration. Here are the column descriptions:
  • 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
OPEID A Y

String

8 digit number

U.S. Department of Education assigned OPEID.

See the OPEID column of School Guide and ensure the OPEIDs in both this workbook and the School workbook remain in sync.
  • List the primary OPEID first if multiples exist.
  • Separate each OPEID with the "~" character.
  • Example: 12345677~12345678~12345679
  • First 6 characters of first valid value will be updated to SCHOOL_CONFIGURATION.OPEID
NonTerm ACY Months B No

Groovy script

Non-Term ACY Months Calculation.

Applies to all OPEIDs listed in School Workbook.

Term PP Months C No

Groovy script

Term Payment Period Months Calculation.

Applies to all OPEIDs listed in School Workbook.

Minimum Number of Credits D Yes

Integer

Minimum Number of Credits in Final Academic Year before Moving Courses into Previous Academic Year.

Applies to all OPEIDs listed in School Workbook.

Summer Term Script E N

Groovy script

Returns an enumeration value.

Defines if the Summer Term should be treated as a Header or Trailer.

This is where you can control if the Summer Term should be packaged and if it should be packaged as a Header or Trailer.

If this field is blank the SFP automatically defaults students with an enrollment in a Summer Term to be a Summer Trailer unless the Summer Term is before the 1st academic year, then the Summer Term is considered a Header

Grade Level Progression F N

Groovy script

Returns an integer.

Returns a grade level which is used to decide annual borrowing limits for student loans.

If not script is provided, or script produces an error, than the grade level calculation is made using an existing hardcoded script.

Direct Loan Crossover Loan Period Award Year Selection G N

Groovy script

Returns an Award Year

The script for Direct_Loan_Crossover_LP_AwY_Selection returns the Award Year to be used for awarding Direct Loans. For more information, see "Determines the Award Year Used for Direct Loan Awards for a Crossover Payment Period" in Federal Title IV Loan Fund Management.

Enable the Configuration in the UI

You don't have to complete any setup in the UI to enable this configuration.

Required Permissions

You must have a role with this General Permission through Roles Management to enable and view the configuration in the UI:

  • Student

See Set General Permissions Matrix.

Understanding How the Baseline Configuration Works

Configure the Summer Term as a Header or Trailer

Using groovy script, you can configure the SFP to add a Summer Term automatically as a Header or a Trailer, if there's enrollment in the term. The configuration to control this behavior has two controls, first the CSV file and second, the groovy script.

  1. The CSV File
    1. PKGSCHEDATTRIB.csv
    2. Column: SUMMER_TERM_SCRIPT (this will be the file path)
    3. Data Type: Groovy Script
  • Level: Set per OPEID
    • The Groovy Script

The following code block is a simple sample Groovy Script that would return a Summer Term as a Summer Trailer. Sample Summer Trailer Groovy Script

1 return "trailer";

Summer Header or Trailer Groovy Script: Explained

You've complete flexibility through Groovy Scripting to treat Summer Terms as Headers or Trailers globally or for very specific student populations.

Review the following table to see an example of a few simple scripts and their descriptions.

Sample Groovy Script Description
return "header"; SFP automatically defaults students with an enrollment in a Summer Term to be a Summer Header
return "trailer";

SFP automatically defaults students with an enrollment in a Summer Term to be a Summer Trailer

If the Summer Term is before the 1st academic year, then the Summer Term is considered a Header

null

SFP automatically defaults students with an enrollment in a Summer Term to be a Summer Trailer

If the Summer Term is before the 1st academic year, then the Summer Term is considered a Header