1. Configuration Reference for Student Financial Planning
  2. Exit Counseling Guide

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.

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
Trigger Determining Outstanding Title IV Funds for Graduating Students Criteria A Y
Groovy Script; boolean return value
  • true
  • false

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Trigger Determining Outstanding Title IV Funds for Withdrawn Students Criteria B Y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
  • true
  • false

Used to determine the outstanding Title IV Funds for Withdrawn Students Criteria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Outbound Message when TEACH Exit Counseling for Withdrawn Students is Required D Y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 To display a message when TEACH Exit Counseling for Withdrawn Students is Required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Outbound Message when Title IV Loans Exit Counseling for Withdrawn Students is Required F Y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 To display a message when Title IV Loans Exit Counseling for Withdrawn Students is Required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 to enable and view the configuration in the UI.

  • Student

See Set General Permissions Matrix.

Configuration in the User Interface

The configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:

  1. Student Search > Student > Student Summary > Activity (right side bar) > Letters
  2. Student Search > Student > Student Record > Student Letters
  3. Student SearchStudentStudent SummaryActivity (right side bar)Notifications
  4. Student Search > Student > Student Record > Notifications