Datatel Functional Session

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Datatel Functional Session

• Susan Swisher
• Saint Xavier University

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Online User Assistance
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www.datatel.com
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Client Communities
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Financial Aid Client Community
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Financial Aid CAT
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AnwserNet
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Documentation
View all documentation
Documentation listed within the past 2 months
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Datatel Community Forums
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Datatel Users Group
Cant make it to the DUG annual conference? Go
to the Conference website to access the
presentation handouts
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Simplifying Processes
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PCR Pending Correspondence Report

• Use this report to find all of the correspondence
  that you need to process for a given time frame.
• Features
• Run open to pull all document codes or by
  specific documents
• Run in Detail (lists each student associated with
  document) or Summary mode which gives number of
  students associated with document

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PCEX-Express Correspondence Processing

• Quick way to process letters or email
• Eliminates the multi-step process of PCB
• Can be run using individual student IDs or a
  saved list

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Annual FA Setup
MNEUMONIC SCREEN NAME ANNUAL Created by FASA form MISCELLANEOUS INFO
General Setup  General Setup  General Setup  General Setup  General Setup 
FFSP FA File Suite Processing Process No  
AWPD Award Period Definition Screen No Multiple per year
ADCM Award Disb Code Maintenance Screen No Multiple per year
ATPC Attendance Pattern Definition Screen No  Multiple per year
PATR Attendance Pattern Rule Table Screen Yes Requires review if FASA used
Communication Management  Communication Management  Communication Management  Communication Management  Communication Management 
CMC Communication Codes Screen Yes Multiple
DPAR Define Custom Paragraphs Screen Yes Multiple
RLDE Rules Definition Screen No DOC Rules, Multiple
DOC Document Codes Screen Yes Multiple
DFS Document File Setup Screen No Multiple, tied to DOC
TRC Tracking Codes Screen Yes Multiple
RLDE Rules Definition No No CRRD Rules, Multiple
CRRD Corres Requests Definition Screen Yes Multiple
Packaging  Packaging  Packaging  Packaging  Packaging 
APCD Packaging Category Detail Screen No Multiple
APAC Award Packaging Screen Yes Requires review if FASA used
PKDF Packaging Definition Screen No Multiple
PDRL Packaging Definition Rule Table Screen Yes Requires review if FASA used
Packaging Sub-screens  Packaging Sub-screens  Packaging Sub-screens  Packaging Sub-screens  Packaging Sub-screens 
PCRL Packaging CB/Inst Rules Screen Yes Requires review if FASA used
PERL Packaging Eligibility Rules Screen Yes Requires review if FASA used
Sample of the Annual FA Setup Worksheet provided
by Datatel
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FASA Financial Aid Set Up Assistant

• Use FASA to copy
• Rules
• Fund Budgets

• Communication Management Copies Communication,
  document, paragraph, track and correspondence
  request codes into new year

Eliminates the manual process of having to
recreate each of these items for every processing
year.
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FASA continued
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Subroutines
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Packaging Eligibility Rollover Subroutine
You can use the Datatel delivered subroutine
S.FA.ELIG.AMT.PR.YR on the PARL screen to pull
over award amounts from prior years.
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Packaging Amount Rollover Subroutine
You can use the Datatel delivered subroutine
S.FA.PKG.AMT.PR.YR on the PARL screen to pull
over award amounts from prior years.
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Pell Award Amount Subroutine
Use the Datatel supplied Pell subroutine S.FA.PELL
.AWD on the AAD screen
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Pell Transmittal Subroutine
Use the Datatel supplied subroutine PELL.SUBR on
AAXL
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BASC Batch Comments
Use BASC to batch the same comment to multiple
students.
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Batch Processes
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BAWD Batch Awarding
Use BAWD to batch an award, change award amount
or update an Action status. Can be used to
modify either by term or annually an award or
action
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PKCR Batch Auto Package

• Features
• Run in update or non-update mode
• Report options
• Student Packaging
• Validation
• Expanded Rule Validation

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Datatel Delivered Reports
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PEVR- Pell Eligibility Variance
Use this report to find students with Pell
amounts awarded that do not match their
entitlement amounts. Can be run on all students
or those only with a variance .
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PEVR Report
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ULAP Unlinked Loan Applications
ULAP is used to find any Unlined Loan
Applications Used when loans are certified using
one unique loan ID and the funds are disbursed
under another. Can be run for All loan types.
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Sample ULAP Report
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IART ISIR Alert Report
Report is useful in helping to identify awarded
students who have a CPS generated ISIR that has
not been reviewed.
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Sample IART Report
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TFAR Transmittal FA Report
Use TFAR if you want to review the aid that has
been transmitted for any timeframe, award period,
award or students.
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Sample TFAR Report
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APCR Attendance Pattern Mismatch Report

• Use APCR to compare financial aid information
  with registration information

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Sample APCR Report
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OAWR - Overaward Report

• Use OAWR to identify students where need or cost
  of attendance has been overawarded
• All awards must have Need/Cost/FC identified
  correctly when the award was setup on AWD

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Sample OAWR Report
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AWDR Award Register

• Provides summary and detail award information

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AWDR - Award Register - Detail
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AWDR - Award Register - Summary
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FMGT Fund Management

• Use FMGT to list total award amounts, total
  amounts by action category and transmitted
  amounts
• Use summary only field to suppress student detail

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Sample FMGT Report
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FCAR Award Analysis

• Use FCAR to provide a list of all or selected
  students within a specific award year.
• Report can be limited by award period, award and
  action status

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Sample FCAR Report
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Questions?