Out With The Old And In With The Newâ¦
Out With The Old And In With The New…
Carey Hunter Consultant Apple Pi Consulting, limited
Agenda •
Define Parameter Roll Forward (Parm Roll)
•
Review Parm Roll Concepts: Multiyear Environment Non-Year-Specific Elements • Year-Specific Elements •
•
Performing Parm Roll
•
Overview Tasks Within the Parm Roll Process
•
Loading Student Data
•
Data Integration Considerations
Parm Roll Defined Parameter Roll Forward (Parm Roll) automatically creates a duplicate set of parameters in the new year, which you can then edit or update. Parm Roll also ‘turns on’ access to the new award year within your PowerFAIDS database.
You can run Parm Roll only once each new year.
Multiyear Environment – Non-YearSpecific Data exists in the system only once but is referenced by all award years: Student Data:
System Data:
Student Name
Data Dictionary
SSN
Security Custom Reports
Multiyear Environment – Award YearSpecific Data exists in multiple award years (and may or may not be the same from year to year): Student Data:
System Data:
FAFSA Data
Funds
Documents
Budgets/Periods of Enrollment (POEs)
Award Detail
Packaging Formulas Selection Sets Some Executable Code
Performing Parm Roll
Review parameters added to the Parm Roll included in the annual Release Notes.
Perform Parm Roll following step-by-step instructions provided by The College Board in the Parameter Roll Forward Guide and Multiyear Transition Checklist.
Parm Roll Tasks – Create Parm Roll tasks include creation of: •
Many system default settings and data
•
Tables required by the need analysis engine
•
Text of PROFILE assumptions and questions
•
Code table lookups
•
Pell Grant payment and disbursement schedules
Parm Roll Tasks – Copy Copies all financial aid parameters including: •
Load Parameters
•
Loan processing preferences
•
ISIR Corrections
•
Quality Control (QC) Rules
•
Expense Budgets and Categories
•
Put Into Target (PIT) Rules
•
Documents
•
PowerFAIDS Letter Settings
•
Messages
•
Funds
•
Packaging Formulas
•
Net Partner Settings
•
Algorithms
•
General Parameters
•
Selection Sets
•
Pell Grant Award Rules
•
Standard and Periodic Report Request Descriptions
•
POEs
Items Not Updated By Parm Roll •
The Parm Roll process does NOT update: •
Letter Templates
•
Scheduled Reports
IMPORTANT: Once the Parm Roll process is complete, there is no synchronization from year-to-year. You are at that point working with two separate and independent sets of data.
General Assumptions •
The Parm Roll process makes some general assumptions: •
Dates on POEs are incremented by 1 year (365 days)
•
If you use push migration, PowerFAIDS assumes standard progression and a student’s POE year in school is incremented by 1 year
Define Optional Student Data Rules •
Cross Year Custom Data Items • • •
•
Lifetime Documents • •
•
Data fields are across years and are visible in all years on the student record Code lookup values remain the same in all years Moving the data stored IN the data fields is optional Received, Waived, Approved Manually added documents (‘Other’) will not migrate
Comments – based on settings selected in the Administration module
Update Processing Rules All areas within the Administration module should be reviewed for accuracy and applicability for the upcoming processing year. • Algorithms
• PIT
Rules
• QC
Rules
•
General Parameters
•
Return to Title IV (R2T4) Parameters
•
Scheduler Queue
Update Processing Rules, cont. •
Messages •
•
Double check for references to dates, hyperlinks, etc.
Letters •
Update text for letters for the new year
•
Communication Preferences
•
Financial Aid Disclosure (FAD) text
•
Non-custodial PROFILE
•
ISIR Corrections •
Note new fields added if applicable
Update Processing Rules, cont. •
Packaging formulas
•
Pell Grant Budgets and Award Rules
•
Loan Preferences and Disbursement Approval rules
•
Need Analysis (IM and PROFILE)
•
Migration and Comparison (IM and PROFILE)
•
Net Partner content such as forms and hyperlinks •
Can complete updates prior to activating year
Parameter Cross Reference (Parm X-Ref) Using the functionality provided in the Parameter Cross Reference (Parm X-Ref) you can determine where an item in the system is referenced. Some items you can search: Algorithm
Document
Fund
Message
POE
Selection Set
Dictionary Item
Update Processing Rules – Selection Sets •
Selection Sets • PowerFAIDS
copies existing Selection Sets forward to
the new year • Tokens
for Selection Sets are automatically updated where referenced in POEs, Documents, Funds, and Messages
*Note: Beginning with 2014-15, the Administration Audit Trail maintains a log of changes made to Selection Sets. The log includes additions, deletions, and changes.
Update Processing Rules – POEs and Budgets •
POEs and Budgets •
Update POE start, end, and scheduled disbursement dates
•
POE attributes, such as Scheduled Disbursement Date cannot be updated once an award is associated with a student record that has been assigned this POE
•
It is recommended you enter the earliest possible Scheduled Disbursement Date
*Note: Beginning with 2014-15, the Administration Audit Trail maintains a log of changes made to budgets. The log includes additions, deletions, and changes.
Update Processing Rules – Funds •
Funds •
Update Fund Balances for the new year
•
Review Fund Attributes to confirm accurate for awarding and reporting purposes
•
Review Document assignment
•
Review Selection Sets associated with the fund
•
Review Messages associated with the fund
*Note: Beginning with 2014-15, the Administration Audit Trail maintains a log of changes made to funds. The log includes additions, deletions, and changes.
Update Processing Rules – Documents •
Documents • • • •
Edit Document names Add Documents as necessary Delete Documents you no longer need* Update associated Selection Sets and IDOC names as needed
*Changing attributes of a document can prevent the document from properly posting in the new year.
Update Processing Rules – Report Writer •
Report Writer •
•
Scheduled Custom Reports •
Create new scheduled tasks for the new processing year
•
Update Where Clauses and Selection Sets
Scheduled Standard Reports •
Create new scheduled tasks for the new processing year
•
Update Selection Sets
Loading Student Data – Migration Migration can be ‘push’ or ‘pull’ •
Creates record for an existing student in the new year
•
Copies some award year specific data in the new year •
Push migration makes an assumption and increments POE Year in School by one year
The Migration Process can be done more than once, but only once per student.
Loading Student Data – Other •
Student records can be added to PowerFAIDS through: •
ISIR Data Load
•
Data Integration (External Update)
•
PROFILE Load
•
Manually
REMINDER: There is no further synchronization from year to year. You are now working with two separate sets of data for the student.
Impacts On Other Systems Remember to consider the impact of the system updates on interfaces with other campus systems. •
FUND and POE TOKENS
•
Disbursement
•
External Update
•
PF Extract
•
External Award Load
•
Report Writer Exports
What We Covered •
Define Parm Roll
•
Review Parm Roll Concepts: Multiyear Environment Non-Year Specific Elements • Year Specific Elements •
•
Performing Parm Roll
•
Overview Tasks Within the Parm Roll Process
•
Loading Student Data
•
Data Integration Impacts
Questions? Carey Hunter 706.346.9961
[email protected]
Session Evaluation Using the Session Number, please complete the session evaluation by: 1.
Scanning the QR code and submitting the online evaluation:
2.
Submitting the online evaluation at: https://www.surveymonkey.com/s/2014PFConf Session
3.
Returning the paper evaluation
Trademarks College Board, CSS/Financial Aid PROFILE, INAS, PowerFAIDS and the acorn logo are registered trademarks of the College Board. inspiring minds is a trademark owned by the College Board. Microsoft, Windows, Windows Server, Word, Excel, and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other company and product names may be trademarks of their respective owners. Screen shot(s) reprinted by permission from Microsoft Corporation. Copyright © 2014 by The College Board. All rights reserved. The College Board has prepared this document for use only by personnel, licensees, and customers. The information contained herein is protected by copyright. No part of this document may be reproduced, translated, or transmitted in any form or by any means, electronically or mechanically, without prior written permission from the College Board. THE COLLEGE BOARD SHALL NOT BE LIABLE FOR TECHNICAL OR EDITORIAL ERRORS OR OMISSIONS CONTAINED HEREIN; NOR FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM THE FURNISHING, PERFORMANCE, OR USE OF THIS MATERIAL. This publication contains material related to the Federal Title IV student aid programs. While we believe that the information contained herein is accurate and factual, this publication has not been reviewed or approved by the U.S. Department of Education. The College Board reserves the right to revise this document and/or change product features or specifications without advance notice.
Carey Hunter Consultant Apple Pi Consulting, limited
Agenda •
Define Parameter Roll Forward (Parm Roll)
•
Review Parm Roll Concepts: Multiyear Environment Non-Year-Specific Elements • Year-Specific Elements •
•
Performing Parm Roll
•
Overview Tasks Within the Parm Roll Process
•
Loading Student Data
•
Data Integration Considerations
Parm Roll Defined Parameter Roll Forward (Parm Roll) automatically creates a duplicate set of parameters in the new year, which you can then edit or update. Parm Roll also ‘turns on’ access to the new award year within your PowerFAIDS database.
You can run Parm Roll only once each new year.
Multiyear Environment – Non-YearSpecific Data exists in the system only once but is referenced by all award years: Student Data:
System Data:
Student Name
Data Dictionary
SSN
Security Custom Reports
Multiyear Environment – Award YearSpecific Data exists in multiple award years (and may or may not be the same from year to year): Student Data:
System Data:
FAFSA Data
Funds
Documents
Budgets/Periods of Enrollment (POEs)
Award Detail
Packaging Formulas Selection Sets Some Executable Code
Performing Parm Roll
Review parameters added to the Parm Roll included in the annual Release Notes.
Perform Parm Roll following step-by-step instructions provided by The College Board in the Parameter Roll Forward Guide and Multiyear Transition Checklist.
Parm Roll Tasks – Create Parm Roll tasks include creation of: •
Many system default settings and data
•
Tables required by the need analysis engine
•
Text of PROFILE assumptions and questions
•
Code table lookups
•
Pell Grant payment and disbursement schedules
Parm Roll Tasks – Copy Copies all financial aid parameters including: •
Load Parameters
•
Loan processing preferences
•
ISIR Corrections
•
Quality Control (QC) Rules
•
Expense Budgets and Categories
•
Put Into Target (PIT) Rules
•
Documents
•
PowerFAIDS Letter Settings
•
Messages
•
Funds
•
Packaging Formulas
•
Net Partner Settings
•
Algorithms
•
General Parameters
•
Selection Sets
•
Pell Grant Award Rules
•
Standard and Periodic Report Request Descriptions
•
POEs
Items Not Updated By Parm Roll •
The Parm Roll process does NOT update: •
Letter Templates
•
Scheduled Reports
IMPORTANT: Once the Parm Roll process is complete, there is no synchronization from year-to-year. You are at that point working with two separate and independent sets of data.
General Assumptions •
The Parm Roll process makes some general assumptions: •
Dates on POEs are incremented by 1 year (365 days)
•
If you use push migration, PowerFAIDS assumes standard progression and a student’s POE year in school is incremented by 1 year
Define Optional Student Data Rules •
Cross Year Custom Data Items • • •
•
Lifetime Documents • •
•
Data fields are across years and are visible in all years on the student record Code lookup values remain the same in all years Moving the data stored IN the data fields is optional Received, Waived, Approved Manually added documents (‘Other’) will not migrate
Comments – based on settings selected in the Administration module
Update Processing Rules All areas within the Administration module should be reviewed for accuracy and applicability for the upcoming processing year. • Algorithms
• PIT
Rules
• QC
Rules
•
General Parameters
•
Return to Title IV (R2T4) Parameters
•
Scheduler Queue
Update Processing Rules, cont. •
Messages •
•
Double check for references to dates, hyperlinks, etc.
Letters •
Update text for letters for the new year
•
Communication Preferences
•
Financial Aid Disclosure (FAD) text
•
Non-custodial PROFILE
•
ISIR Corrections •
Note new fields added if applicable
Update Processing Rules, cont. •
Packaging formulas
•
Pell Grant Budgets and Award Rules
•
Loan Preferences and Disbursement Approval rules
•
Need Analysis (IM and PROFILE)
•
Migration and Comparison (IM and PROFILE)
•
Net Partner content such as forms and hyperlinks •
Can complete updates prior to activating year
Parameter Cross Reference (Parm X-Ref) Using the functionality provided in the Parameter Cross Reference (Parm X-Ref) you can determine where an item in the system is referenced. Some items you can search: Algorithm
Document
Fund
Message
POE
Selection Set
Dictionary Item
Update Processing Rules – Selection Sets •
Selection Sets • PowerFAIDS
copies existing Selection Sets forward to
the new year • Tokens
for Selection Sets are automatically updated where referenced in POEs, Documents, Funds, and Messages
*Note: Beginning with 2014-15, the Administration Audit Trail maintains a log of changes made to Selection Sets. The log includes additions, deletions, and changes.
Update Processing Rules – POEs and Budgets •
POEs and Budgets •
Update POE start, end, and scheduled disbursement dates
•
POE attributes, such as Scheduled Disbursement Date cannot be updated once an award is associated with a student record that has been assigned this POE
•
It is recommended you enter the earliest possible Scheduled Disbursement Date
*Note: Beginning with 2014-15, the Administration Audit Trail maintains a log of changes made to budgets. The log includes additions, deletions, and changes.
Update Processing Rules – Funds •
Funds •
Update Fund Balances for the new year
•
Review Fund Attributes to confirm accurate for awarding and reporting purposes
•
Review Document assignment
•
Review Selection Sets associated with the fund
•
Review Messages associated with the fund
*Note: Beginning with 2014-15, the Administration Audit Trail maintains a log of changes made to funds. The log includes additions, deletions, and changes.
Update Processing Rules – Documents •
Documents • • • •
Edit Document names Add Documents as necessary Delete Documents you no longer need* Update associated Selection Sets and IDOC names as needed
*Changing attributes of a document can prevent the document from properly posting in the new year.
Update Processing Rules – Report Writer •
Report Writer •
•
Scheduled Custom Reports •
Create new scheduled tasks for the new processing year
•
Update Where Clauses and Selection Sets
Scheduled Standard Reports •
Create new scheduled tasks for the new processing year
•
Update Selection Sets
Loading Student Data – Migration Migration can be ‘push’ or ‘pull’ •
Creates record for an existing student in the new year
•
Copies some award year specific data in the new year •
Push migration makes an assumption and increments POE Year in School by one year
The Migration Process can be done more than once, but only once per student.
Loading Student Data – Other •
Student records can be added to PowerFAIDS through: •
ISIR Data Load
•
Data Integration (External Update)
•
PROFILE Load
•
Manually
REMINDER: There is no further synchronization from year to year. You are now working with two separate sets of data for the student.
Impacts On Other Systems Remember to consider the impact of the system updates on interfaces with other campus systems. •
FUND and POE TOKENS
•
Disbursement
•
External Update
•
PF Extract
•
External Award Load
•
Report Writer Exports
What We Covered •
Define Parm Roll
•
Review Parm Roll Concepts: Multiyear Environment Non-Year Specific Elements • Year Specific Elements •
•
Performing Parm Roll
•
Overview Tasks Within the Parm Roll Process
•
Loading Student Data
•
Data Integration Impacts
Questions? Carey Hunter 706.346.9961
[email protected]
Session Evaluation Using the Session Number, please complete the session evaluation by: 1.
Scanning the QR code and submitting the online evaluation:
2.
Submitting the online evaluation at: https://www.surveymonkey.com/s/2014PFConf Session
3.
Returning the paper evaluation
Trademarks College Board, CSS/Financial Aid PROFILE, INAS, PowerFAIDS and the acorn logo are registered trademarks of the College Board. inspiring minds is a trademark owned by the College Board. Microsoft, Windows, Windows Server, Word, Excel, and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other company and product names may be trademarks of their respective owners. Screen shot(s) reprinted by permission from Microsoft Corporation. Copyright © 2014 by The College Board. All rights reserved. The College Board has prepared this document for use only by personnel, licensees, and customers. The information contained herein is protected by copyright. No part of this document may be reproduced, translated, or transmitted in any form or by any means, electronically or mechanically, without prior written permission from the College Board. THE COLLEGE BOARD SHALL NOT BE LIABLE FOR TECHNICAL OR EDITORIAL ERRORS OR OMISSIONS CONTAINED HEREIN; NOR FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM THE FURNISHING, PERFORMANCE, OR USE OF THIS MATERIAL. This publication contains material related to the Federal Title IV student aid programs. While we believe that the information contained herein is accurate and factual, this publication has not been reviewed or approved by the U.S. Department of Education. The College Board reserves the right to revise this document and/or change product features or specifications without advance notice.
