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North Dakota University System Campus Solutions – Financial Aid

Queries and Reports

10 February 2016

Contents Run Controls .................................................................................................................................................. 6

Scheduling Queries ....................................................................................................................................... 7

Queries .......................................................................................................................................................... 8

Accepted Loans With No Origination ........................................................................................................ 8

Anticipated Aid Mismatch ......................................................................................................................... 9

Authorization Failure List ........................................................................................................................ 10

Budget Codes .......................................................................................................................................... 11

Career or Plan Change ............................................................................................................................ 12

COD Pell Response Errors ....................................................................................................................... 13

CommonLine Disbursement Maintenance Funds Mismatch .................................................................. 14

Common Line School Certification Requests .......................................................................................... 15

Communications by Letter Code............................................................................................................. 18

Communications Uncompleted Counts .................................................................................................. 18

Compares Admissions Residency to FA Residency ................................................................................. 19

COOP Student Listing .............................................................................................................................. 20

Degree on ISIR ......................................................................................................................................... 21

Direct Loans on Hold ............................................................................................................................... 22

Direct Loans in Transmitted Status ......................................................................................................... 23

DL Loan Types ......................................................................................................................................... 24

Direct Loan Promissory-Note Not Accepted ........................................................................................... 25

Direct Loan Master Promissory Note with False Indicator ..................................................................... 26

Direct Loan Validation Error Report ........................................................................................................ 27

Drug Conviction Question Not No .......................................................................................................... 28

ECSI Prom Note Status ............................................................................................................................ 29

Edit Messages ......................................................................................................................................... 30

Entrance Counseling List ......................................................................................................................... 31

Exit Counseling List ................................................................................................................................. 31

FA Course List .......................................................................................................................................... 32

Failed to Mass Package ........................................................................................................................... 33

Federal Aid Missing ATB .......................................................................................................................... 34

Missing ATB ............................................................................................................................................. 34

First Time Borrower List .......................................................................................................................... 35

Fund Authorization Opt Outs .................................................................................................................. 36


Queries and Reports

10 February 2016

Fund Authorization Query ...................................................................................................................... 36

Fund Roster query #1 .............................................................................................................................. 37

Fund Roster Without SSN ....................................................................................................................... 37

Gainful Employment Disclosure .............................................................................................................. 38

Gainful Employment Reporting .............................................................................................................. 40

Grad Student with No BA on ISIR ........................................................................................................... 41

History Snapshot Run Log ....................................................................................................................... 42

IASG Screening ........................................................................................................................................ 43

Incorrect Housing Code........................................................................................................................... 44

Institutional Scholarship Tracking ........................................................................................................... 45

IRS Data Retrieval .................................................................................................................................... 46

ISIR Without a Loaded Status .................................................................................................................. 47

Item Type Totals List ............................................................................................................................... 48

List of Queries ......................................................................................................................................... 49

Load vs Pell Disbursement ...................................................................................................................... 50

Loan Application Check ........................................................................................................................... 51

Loan Fee Budget Item ............................................................................................................................. 52

Missing ATB ............................................................................................................................................. 53

MPN with False Indicator ........................................................................................................................ 54

Net Price Calculator Data ........................................................................................................................ 55

Net Price Calculator Details .................................................................................................................... 56

Net Price Calculator Top Ten Programs .................................................................................................. 56

No Admit Status Verification .................................................................................................................. 57

NSLDS Additional Loans .......................................................................................................................... 58

NSLDS Alert File Report ........................................................................................................................... 59

NSLDS FAT Load Errors ............................................................................................................................ 60

One-Term Package Status ....................................................................................................................... 61

Pell Awards with No Origination Record ................................................................................................ 62

PELL Eligibility .......................................................................................................................................... 63

PELL Repackaging Exceptions.................................................................................................................. 64

Perkins MPN Received, Checklist Open .................................................................................................. 65

Post Census Class Load Change .............................................................................................................. 66

Program Student Demographics ............................................................................................................. 67

Ready for Counselor Review ................................................................................................................... 68


Queries and Reports

10 February 2016

Ready for Packaging Query ..................................................................................................................... 69

Ready Re-Budget Held Out List ............................................................................................................... 70

Repackaging Results ................................................................................................................................ 71

SAP Disqualified with Awards ................................................................................................................. 72

SAP Disqualified with FAFSA ................................................................................................................... 73

SAP Pass/Fail Courses ............................................................................................................................. 74

SAP Previously Suspended Review ......................................................................................................... 75

SAP Report Listing ................................................................................................................................... 76

SAP Service Indicator Mismatch ............................................................................................................. 77

SAP Students with No Attempts ............................................................................................................. 78

SAP FA/SR Program Review .................................................................................................................... 79

State Grant Residency Check .................................................................................................................. 80

Students Who Have Completed Verification .......................................................................................... 81

Student ISIR Load Status ......................................................................................................................... 82

Student-Parent SSN Crosswalk ............................................................................................................... 83

Students with Pending Sub/Unsub ......................................................................................................... 84

Suspended ISIR with DRT ........................................................................................................................ 85

Teach Grant Screening ............................................................................................................................ 86

Title III Eligible Non-Citizen ..................................................................................................................... 87

Undisbursed Loans .................................................................................................................................. 88

Unduplicated Loaded ISIRs (Max Trans) ................................................................................................. 89

Unduplicated Loaded ISIRs (Min Trans) .................................................................................................. 89

Unprocessed CREC Records .................................................................................................................... 90

Unprocessed EFT Records ....................................................................................................................... 91

Validate SULA Fields ................................................................................................................................ 92

Verification Selection - Dependent Other Than Spouse ......................................................................... 93

Verification Selection - Will FiIe .............................................................................................................. 94

Verification Selection –No Longer Will File, Loaded ............................................................................... 95

Verification Selection –No Longer Will File, Suspended ......................................................................... 96

Verification EFC More than COA ............................................................................................................. 97

Verification EFC More than COA ............................................................................................................. 97

Verification Letters Printed ..................................................................................................................... 98

Verification Mass Change Assign Letter Checklist .................................................................................. 99

Verification Not Completed Query ....................................................................................................... 100


Queries and Reports

10 February 2016

Verification of Independent Status ....................................................................................................... 101

Verification Status ................................................................................................................................. 102

Verification Tracking Group Change ..................................................................................................... 103

Verification Tracking Group Change in Suspense ................................................................................. 103

Vocational Group Listing ....................................................................................................................... 104

VSACAE Net Price Calculator Data ........................................................................................................ 105

VSACAE Net Price Calculator Detail ...................................................................................................... 105

Reports ...................................................................................................................................................... 106

2 Year Program Loan Eligibility ............................................................................................................. 106

Academics Record Review .................................................................................................................... 107

Ability To Benefit (ATB) Discrepancy .................................................................................................... 108

Awarded Not Attending ........................................................................................................................ 109

Census Enrollment Activity Report ....................................................................................................... 110

Citizenship, Selective Service, Default Changes .................................................................................... 111

Common Data Set Report ..................................................................................................................... 112

Direct Loan (DL) PLUS School Cert Request .......................................................................................... 113

Enrolled Students .................................................................................................................................. 115

Federal Work Study (FWS) Earnings ..................................................................................................... 116

Financial Aid Load Forecast ................................................................................................................... 117

Indebtedness Estimator ........................................................................................................................ 118

IPEDS FA information ............................................................................................................................ 119

ISIR C-Codes .......................................................................................................................................... 122

ISIR Code processing ............................................................................................................................. 123

ISIR Comments ...................................................................................................................................... 124

ISIR Cross Reference Report ................................................................................................................. 125

ISIR Early Estimate ................................................................................................................................ 126

ISIR Load Status ..................................................................................................................................... 127

ISIR Prospect Cross Refer ...................................................................................................................... 128

ISIR Suspense Cross Reference ............................................................................................................. 129

Loan Disbursement Report ................................................................................................................... 130

Missing Loan Checklist .......................................................................................................................... 132

Missing Mandatory Budget Amounts ................................................................................................... 133

No FAFSA, Not Leaving .......................................................................................................................... 134

One Term Students ............................................................................................................................... 135


Queries and Reports

10 February 2016

Originated Direct Loan without a Promissory Note ............................................................................. 136

Overaward Report................................................................................................................................. 137

Pell Grant with Baccalaureate ............................................................................................................... 139

Percentage of Students With Aid ......................................................................................................... 140

Perkins eMPN List ................................................................................................................................. 141

Perkins Missing Master Promissory Note (MPN) Report ...................................................................... 142

Perkins Wind Down Report ................................................................................................................... 143

Produce DL School Account Summary .................................................................................................. 145

Open Checklists ..................................................................................................................................... 146

Program Review .................................................................................................................................... 147

SAP Repeated Course Completion ........................................................................................................ 148

Return TIV for Modules ......................................................................................................................... 149

SAP Collaborative Report ...................................................................................................................... 150

SEOG Matching for FISAP ...................................................................................................................... 151

State Grant Enrollment Verification ..................................................................................................... 152

State Grant Reconciliation .................................................................................................................... 154

State Scholarship Enrollment Verification ............................................................................................ 155

Student Indebtedness Report ............................................................................................................... 156

Tuition Residency Errors ....................................................................................................................... 157

Verification Holds on Loan .................................................................................................................... 158

Verification Selection - Low Income ..................................................................................................... 159

Veteran Housing ................................................................................................................................... 160

Unearned Failing Grades ....................................................................................................................... 161

Unofficial Withdrawal ........................................................................................................................... 162


Queries and Reports

10 February 2016

Run Controls Each run control name needs to be unique, otherwise in a multi-institutional environment you may find that a process you are trying to run is using prompts from a like-named run control fired off after yours. When creating run control names, other than an underline, do not use any special characters such as a slash, dash, comma, period, ampersand or asterisk. The Process Scheduler may play havoc with those symbols. To ensure a run control is unique, a good procedure to follow is to name the run control the same as the name on the run control Search page (so that you can easily find it), and append your initials. For example:

If dates are required in a run control, a shortcut for entering the current date is a “T” or “t” (for Today). When the run control is saved, the “T” distills to the current date. Always save a run control before running it. It “should” save when the Run button is clicked, but that save does not always happen. A run control can be made to run at a later date or time by entering a future date/time on the page that appears after you hit the Run button. If the process/report needs to run on a routine schedule, request that Campus Solutions create a Recurrence, which can be attached to your run control, also on the second page. Click OK on this page. After you run a process, click on the Process Monitor link to see the status of the status. Normally, a process will go from Queued to Processing to Success. Once the Distribution Status changes to Posted,


Queries and Reports

10 February 2016

click on the Details link to look at logs. Occasionally, a process will show a status of BLOCKED. This simply means that another process is using the resources needed for your process. When the earlier process finishes, your process will run. If you want to have an e-mail sent to you when the process completes, after you hit the “Run” button, change “*Type” from “(None)” to” Email”; change “*Format” from “(None)” to “HTM”; click on the “Distribution” link; checkmark “Email with Log:”; enter an “Email Subject:”; enter your email address in ”Email Address List:”; click OK, click OK. The email will be from [email protected]. In the past, the delivered PeopleSoft reports were created with a product called Crystal Reports.

Oracle is moving away from Crystal Reports and towards an Oracle product called BI Publisher; many of our existing reports already offer a BI Publisher option.

New reports will only be able to be run using BI Publisher.

If you want a .pdf report created in BI Publisher and the report has that option, on the second page of your run control, check-mark “BI Publisher”. When the report is ready, it is available at Reporting Tools > Report Manager (you will not have a link to it in Process Monitor).

You can delete a run control at NDU Applications > NDU Campus Community > Process > NDU Run Control Delete. You’ll probably want to open a new window open so you can do a look up on your run control names and copy the ones you want to delete into the NDU Run Control Delete prompt.

Scheduling Queries Queries can be “scheduled”, which allows them to be processed on a different server and generally resolves time-out problems. It also allows you to run it on a recurrence, if you want the query to be repeated regularly. Information about Scheduling a Query is available at https://cts.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686

mailto:[email protected]

https://cts.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/%23c32686

https://cts.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/%23c32686


Queries and Reports

10 February 2016

Queries

Navigation Reporting Tools > Query > Query Viewer, NDU_FA_0094

Description Accepted Loans With No Origination

Query Name: NDU_FA_0094 DR Number NDU_FA_0094

Query Details

Identifies students who have accepted loan awards greater than zero which do not have a matching loan origination page.


Queries and Reports

10 February 2016


Description Anticipated Aid Mismatch


Query Details

The query helps you find “unexpired” aid where the authorized amount is different than the anticipated amount that Student Financials sees.


Queries and Reports

10 February 2016


Description Authorization Failure List


Query Details

Identifies students who have a current award that has failed to authorize for disbursement. Displays Campus email address.


Queries and Reports

10 February 2016


Description Budget Codes


Query Details

Query is designed to allow you to review the amounts that students have been assigned for prompted budget categories. Enter your institution, Aid Year and select up to 5 Budget Categories that you want to see displayed. Output displays:

EmplID Last Name First Name Budget Category Budget Item Code Fall (amount) Spring (amount) Summer (amount)


Queries and Reports

10 February 2016


Description Career or Plan Change


Query Details

For the prompted Institution and Term, the query identifies students who have total federal aid awarded amount greater than zero and where the career or plan on the max effective dated FA Term row for fall is different than the career or plan on the max effective dated FA Term row for spring. It displays:

EmplID

Name

Aid Year

Fall Career, Spring Career

Fall Program Spring Program

Fall Plan

Spring Plan


Queries and Reports

10 February 2016


Description COD Pell Response Errors

Query Name NDU_FA_0220 DR Number NDU_FA_0220

Query Details Use this query to determine whether any students at your campus have received a particular COD edit message on a Pell response file, such as 177 or 178; it is sorted by Document ID, with the latest on top. During the FSA we heard that there will be no "hard" edits in 2013-2014 to reject a disbursement if a student's Pell LEU exceeds 600%. However, COD will return Edit Codes 177 (LEU is near the lifetime limit.) and 178 (LEU has exceeded the lifetime limit). Other COD Pell edit codes are also available for querying; any your school has received will be available in the look-up list. You can see the meaning of the codes at Setup SACR > Product Related > Financial Aid > File Management > View COD Edit Codes.


Queries and Reports

10 February 2016


Description CommonLine Disbursement Maintenance Funds Mismatch


Query Details

Identifies loans where the Net Disbursement Amount received from the lender does not match the amount actually disbursed to the student. The query identifies the student by name and EmplID; identifies the loan by Loan Type and Item Type; indicates the Disbursement ID, Loan Disbursement Amount, Net Loan Disbursement Amount, Net Disbursement Amount received, Actual Disbursement amount, Disbursement Hold Switch (Yes or No); and the latest Action Code, Action net and Action Date-Time.


Queries and Reports

10 February 2016

Navigation Reporting Tools > Query > Query Viewer, NDU_0131_FA

Description Common Line School Certification Requests

Query Name: NDU_0131_FA DR Number NDU_0131_FA

Query Details

Identifies students who have initiated a loan with a lender instead of at the school, and the lender has sent a school certification request.

Enter the award on Financial Aid > Awards > Award Processing > Assign Awards to a Student

Originate the loan at Financial Aid > Loans > Process Loans.

On the Financial Aid > Loans > Commonline Management > Maintain Originated Loans page:

o Enter the appropriate lender and guarantor codes on Tab 1, o Set the "Proc Level" to CR on Tab 1. o Set the Loan Application ID on Tab 2 to the same as shown on the list.

Click on “Update ID” link.

Remove the student from this query by changing their "Load Status" setting on Financial Aid > File Management > Commonline Loans > View CL 4 Response Records from "Error" to "Processed" or "Skipped". (Use EC Queue Instance number on the query to easily find the entry).

Authorize the loan by running Financial Aid > Loans > Commonline Management > Validate CL4 Loans..

The following is displayed on the query results, if received from lender:

Transaction ID (R004P = CL4 Response File)

EC Queue Instance (needed to find loan on View CL4 Response Records.

CL4 Loan Type (10 = Alternative Loan)

Record Status Code – (should be School Cert Request)

Load Status –(should be Error)

Borrower Last Name

Borrower First Name

Borrower Middle Initial

Borrower SSN

Amount Requested

Loan Unique ID

Begin Date

End Date

Alt Code (Alternative Loan Code: o H01 = DEAL Loan o L16 = Minnesota SELF o 091 = Sallie Mae Smart Option Student Loan o 092 = Sallie Mae Signature Loan o 152 = CitiAssit Health Professions o 153 = CitiAssistBar


Queries and Reports

10 February 2016

o 155 = CitiAssist o 164 = CitiAssist Law o 481 = Wells Fargo Collegiate o 483 = Wells Fargo MEDCAP o 486 = Wells Fargo Grad o 487 – Wells Fargo CARCOM o 619 = SLFC iHELP Loan

Lender ID

Guarantor ID

Borrower Address 1

Borrower Address 2

Borrower City

Borrower State

Borrower Zip

Borrower Zip Suffix

Borrower Phone

Borrower Date of Birth

Stafford Approved Amount

Unsubsidized Stafford Approved Amount

Alternative Approved Amount

Deferment

Interest Indicator

EFT Authorization

Signature Code

Citizenship Code

Borrower State of Residence

Since Date

Default/Refund Code

PLUS Outstanding Loans Code

Student Borrower Indicator Code (blank if not providing data)

Student Last Name

Student First Name

Student Middle Initial

Student SSN

Student DOB

Student Citizenship Code

Student Default/Refund Code

Student Signature Code

Prom Note Delivery Code

School ID

Alternative Application Version

Form Code

Borrower Driver License State

Driver License Number

Borrower References Code (Y = Reference Info is Complete)


Queries and Reports

10 February 2016


Queries and Reports

10 February 2016

Navigation Reporting Tools > Query > Query Viewer, NDU_FA_0218_1

Description Communications by Letter Code

Query Name: NDU_FA_0218_1 DR Number NDU_FA_0218

Query Details

Gives you a list specific Financial Aid communications for a time period. You can either request Completed or Not Completed communications to be displayed. The output indicates the Code and Description, the Communication Date, the completion date (if any), and indicator to show whether the communication was Unsuccessful (“Y”) or Not. An email address is also provided so you can easily re-contact students on the list.


Description Communications Uncompleted Counts


Query Details

Displays information about Financial Aid letters that have been created on or after the “From Comm Date” which have not yet been “completed” (i.e., Comm Gen needs to be run). Displays the letter Context, Communication Date, Count of letters that need to be completed, the Letter Code, and Description. You can run query NDU_FA_0218_1 to get details on any of the letter codes listed.


Queries and Reports

10 February 2016


Description Compares Admissions Residency to FA Residency


Query Details

Allows user to enter Institution and Aid Year; provides a list of students whose tuition was calculated with a different residency code than the one currently assigned for FA purposes. Displays FA State Residency, Residency for Tuition and Tuition/Fees budget item code currently on the student's record. Also see report NDU Tuition Residency Errors.


Queries and Reports

10 February 2016


Description COOP Student Listing


Query Details

Provides a list of students with a Financial Aid budget who are enrolled in the course. Allows user to enter Institution, Term and Course ID (note that in the look up, courses can be searched for by Course ID, Catalog Number or Subject Area). Displays the student Name, ID, Term, Total Credits Enrolled, Remote Credits Assigned, Total Credits/Remote Credits.


Queries and Reports

10 February 2016


Description Degree on ISIR


Query Details

Identifies students who answered conflicting questions on their ISIRs. These students indicated:

No to the questions “Will you have your first bachelor’s degree before July 1, yyyy”

Graduate or Professional degree to the question “When you begin the yyyy-yyyy school year, what degree or certificate will you be working on?

Output displays:

Last Name

First Name

EmplID

Birthdate

Career

Academic Level at the beginning of the Term (from FA Term)

Academic Level (from FA Term)

Academic Level at the beginning of the Term (from Student Records)

Academic Level (from Student Records) See query NDU_0051_FA, which identifies student who answered different conflicting question on their ISIRs. These Students indicated:


Yes to the question “At the beginning of the yyyy-yyyy school year, will you be working on a master’s or doctorate program?”


Queries and Reports

10 February 2016


Description Direct Loans on Hold


Query Details

For the prompted institution and aid year, displays Direct Loans that are on hold. This is a modified clone of the delivered report at Financial Aid > Loans > Direct Lending Reconciliation > Loans on Hold Report (query FA854). The modifications correct the code so loans are not repeated.


Queries and Reports

10 February 2016


Description Direct Loans in Transmitted Status


Query Details

For the prompted institution and aid year, displays Direct Loans that are in transmitted status. This is a modified clone of the delivered report at Financial Aid > Loans > Direct Lending Reconciliation > Origination Export Report (query FA857). The modifications correct the code so loans are not repeated


Queries and Reports

10 February 2016


Description DL Loan Types


Query Details

Created to assist schools in reviewing the setup for Direct Loans. Query parameters are Institution and AY. The output includes Loan Type, Loan Type Description, Loan Category, Loan Program, Addtl Unsub, Grad PLUS, Loan Refund, Item Type, Item Type Description, Ln Fee Rt, Fee Type Pct, Awarded to Date (from Fiscal Item Type), Career, Disb Plan, Disb ID 01, Disb Date1, Disb ID 2, Disb Date 2, Disb Rules (Y/N with Y meaning Yes-Disbursement Rules exist) and Min Units (from Disbursement Rules, tab 2 Minimum Units). The “Ln Fee Rt” column reflects the data on the Loan Type Table (Set Up SACR> Product Related> Financial Aid> Loans> Create Loan Types Loan Origination uses this value when the Loan is originated. The “Fee Type – Pct” column displays data from FA Item Type-Tab6 (Set Up SACR> Product Related> Financial Aid> Awards> Financial Aid Item Types). Validation on Award Entry uses this value.


Queries and Reports

10 February 2016


Description Direct Loan Promissory-Note Not Accepted


Query Details

Helps you to find cases where a MPN has been created and reported in a message class CRPN, but because of timing issues, the MPN is overwritten when the origination acknowledgement is subsequently posted. In these cases you will see a PNOTE Status of PRINT, along with PNOTE details such as Unique ID and Expire Date. When this situation is found, confirm on COD that a PNOTE is completed, then, on the Override Processisng Status page, click on "Accept PNOTE" and "Update Origination" button. This query contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR.


Queries and Reports

10 February 2016


Description Direct Loan Master Promissory Note with False Indicator


Query Details Use this query to find students who believe they have signed an MPN, but it is not linking to their loans. It lists students who have an originated loan and who have done a MPN, but where the two are not matching. The most likely reasons for the mismatch are that the student did the wrong MPN, or entered incorrect information on the MPN (Name, SSAN, DOB). The type of loan is indicated in the MPN ID by the alpha character following the student SSAN. The values are:

M = Sub/Unsub MPN N = PLUS /Grad PLUS MPN


Queries and Reports

10 February 2016


Description Direct Loan Validation Error Report


Query Details

Provides a list of students whose DL loans have not passed validation. It is a corrected clone of the delivered report Financial Aid > Loans > Direct Lending > Reconciliation > Validation Errors Report and query FA860.


Queries and Reports

10 February 2016


Description Drug Conviction Question Not No


Query Details

This query identifies students where the drug conviction question was not NO on their most recent ISIR for a prompted school year and institution. The system allows entry of a PLUS loan when a student has answered the FAFSA drug conviction question with yes.


Queries and Reports

10 February 2016


Description ECSI Prom Note Status


Query Details

Provides all the information received on the ECSI response file and indicates whether the checklist associated with the award disbursement rules has been completed. Response files are received daily through Production Control using NDU ECSI Prom Note Import.


Queries and Reports

10 February 2016


Description Edit Messages


Query Details

Enter Term, Edit Message Type, Edit Message Code and Edit Message Action (Action Pending, No Action Taken, and Resolved) that you wish to screen for. The following Edit Messages are currently available:

Edit Message Type Type Edit Message Code Description Error HOLD Hold Aid Error TSM Transfer Student Monitoring Informational BUDGET Budget Appeal Informational COLLAB Collaborative Student Informational ONETRM One Term Only Informational RSTAID Restricted Aid Informational SRVIND Service Indicator

Edit messages are added to a student record and maintained at Financial Aid > Awards > Maintain User Edit Messages. Only Edit Message Types of Error can be used to hold disbursement; codes with an Edit Message Action of Resolved do not hold disbursement.


Queries and Reports

10 February 2016


Description Entrance Counseling List


Query Details

Allows user to enter Academic Institution; provides a list of students for that school that require entrance counseling for Stafford, Perkins or Nursing loans. Student is listed if they have been awarded selected loans, the Package Status Summary screen indicator is not set to complete and the NSLDS record shows they do not have these loans at a previous institution.


Description Exit Counseling List


Query Details

Provides a list of students for the prompted school that may require exit loan counseling. Enter Academic Institution Student is listed if the exit row on the Entrance/Exit Counseling screen is not set to Complete and the student program status is Completed Program, Canceled, Discontinued, Deceased, Dismissed or Suspended. Requires set up at NDU Applications > NDU Financial Aid > Setup > Loan Counseling Setup. If the Include Not Enrolled function on the setup is used the query evaluates enrollment for the current term up to the 3/4 mark. After that point, it evaluates future terms. This works in conjunction with the NDU Mass Loan Counseling process which creates a communication and sets the Exit Counseling flag to "Complete" on the Entrance/Exit Loan Counseling screen. Entering a Pending Exit row will cause a letter and checklist to be created the next time the update process is run.


Queries and Reports

10 February 2016


Description FA Course List


Query Details

Provides a list of students with a Financial Aid budget who are enrolled in the prompted Course ID. Used to determine whether course costs have been added to COA. Enter Institution, Term and Course ID (note that in the look up, courses can be searched for by Course ID, Catalog Number or Subject Area); Displays the student Name, Emplid, Subject, Catalog Number, Drop Date (where appropriate), Total Credits Enrolled, Residency, COA, Budget Categories, and costs associated with each budget category.


Queries and Reports

10 February 2016


Description Failed to Mass Package


Query Details

Shows you all the errors thrown by the packaging process for each student and each item type for that student for a particular Batch Sequence Number. You can obtain the Batch Sequence Number from Financial Aid > Awards > Mass Packaging > View Mass Packaging Summary


Queries and Reports

10 February 2016


Description Federal Aid Missing ATB


Query Details

Identifies students who have federal aid but no ATB row. See also NDU_FA_0196_01, Missing ATB , NDU Applications > NDU Financial Aid > Report > NDU ATB Discrepancy and Ability to Benefit document at http://sits.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686


Description Missing ATB


Query Details

Identifies students who are Aid Year Active at the prompted institution and aid year but who do not have a row on the Ability To Benefit table. Students need to have an “Active" Aid Application Status and a Packaging Status of "Completed" to be displayed. Displays

Name,

Emplid,

Admit Status,

Admit Term

Program Action. See also NDU_FA_0196_01, Missing ATB , NDU Applications > NDU Financial Aid > Report > NDU ATB Discrepancy and Ability to Benefit document at http://sits.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686

http://sits.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/%23c32686





Queries and Reports

10 February 2016


Description First Time Borrower List


Query Details

Provides a list of students for the prompted school, aid year, and term who are first-year, first-time Direct Stafford borrowers. This is to be used if an institution is required to delay the first disbursement for the above population by 30 days. The results of this query are set up to be used in the 3C Engine to add or complete the FA30DY (FA 30 Day Delay Disb) which when added to disbursement rules for federal loans will prevent disbursement.


Queries and Reports

10 February 2016


Description Fund Authorization Opt Outs


Query Details

When a student who has not yet accepted an award goes into Student Center to accept awards, he/she will see a box with your school’s text concerning using their excess funds to pay bills. If the student says yes, they can go on to accept their awards and an entry will be made on a table to keep track of the transaction. If the student says no, they see a second school specific message. If they acknowledge they do not want to allow the school to use their excess aid to pay all their bills, a comment to that effect is put on the FA Status page and any undisbursed awards on award entry have their charge priority changed to “TITLEIV”, which only allows Title IV aid to be used for specific allowable charges. A record of the decision is also made. If the student changes his/her mind, a second comment is put on FA Status and those transactions are recorded. To manually adjust the charge priority, go to the Status tab on Financial Aid > Awards > Award Processing > Assign Awards to a Student. Your school may have a form that the student is required to sign when making this change. Once a student has indicated "No" to funds authorization, they are displayed on this query, even if they subsequently answer "Yes". See also Funds Authorization document at http://sits.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686


Description Fund Authorization Query


Query Details

See explanation above. This query only lists students who have opted out on their latest selection and who have accepted awards greater than zero. It displays EmplID, full name, total accepted aid. Only students who have a latest funds authorization of “No” after the prompted effective date are displayed See also Funds Authorization document at http://sits.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686






Queries and Reports

10 February 2016


Description Fund Roster query #1


Query Details

For a aid awarded for a specific institution, aid year and term, displays award information, to include:

EmplID,

Student Name,

NID (SSAN),

Institution,

Career

Aid Year,

Term,

Term Description,

Item type Finaid Type,

Item Type FA Source,

Item Type,

Item Type Description,

Disbursement ID,

Offered Amount,

Accepted Amount,

Authorized Amount,

Disbursed Amount,

Requested Disbursement Date,

Actual Disbursement Date This query replaces query FA920 and report Financial Aid > Fund Management > Fund Roster, which are not recommended. If NDU_FA_0129 takes a while to run, run it as a scheduled query. This query contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR.


Description Fund Roster Without SSN


Query Details

The same as NDU_FA_0129, except the SSN and security for SSN are removed.


Queries and Reports

10 February 2016


Description Gainful Employment Disclosure


Query Details

The two pieces of FA information needed for the “disclosure” are median FFEL/Direct loans for students who completed a GE program, and median private loans for students who completed the GE program. After the initial year of reporting (2010-2011), the US Department of Education should be providing this information to you. On the query page enter your institution, aid year, Gainful Employment program and plan codes, then select whether to run for federal or private loans. Run it twice for each GE program, once for federal loans and once for private loans. As you would expect, for results with an odd number, the median is the middle value. If there is an even number of results, find the average of the two middle rows for the median. Students will appear on this query if they completed the GE program at any time during the award year (1 Jul 2012 – 30 Jun 2013 for the 2013 award year). The loans reported on the query are limited to loans from award years where the student was enrolled in the GE program. Only Sub, Unsub and Grad PLUS loans are included in the Federal total. To do gainful employment Reporting/Disclosure, first validate your set up at NDU Applications > NDU Financial Aid > Setup > NDU Gainful Employment Setup.

Run the process at NDU Applications > NDU Financial Aid > Processes > NDU Gainful Employment File. You can run the process in “dry run” by checking the Create New Records box and unchecking the Create Send File box.

View the results by running query NDU_FA_0185, GE Reporting, which will include all students who were enrolled in a gainful employment program during the year, per your set up. By 31 July 2015, schools must report 2008-2009 through 2013-2014, except Medical and Dental Residencies are reported for 2007-2008 to 2013-2014. Reporting for subsequent year is due by 1 October of the following year.

In preparation for GE disclosure, you might want to run query NDU_FA_0185 first to determine if you had any students complete specific GE programs this past year. These students will have a “Program Attendance Status” of “C”, and any Private Loan Amounts will also be indicated. You can then target NDU_FA_0183 to programs where there were completers.

NDU_FA_0183, GE Disclosure, will include all students who completed the prompted program during the aid year and who had the type of loan the query is being run for. Otherwise, it returns blank results.

For reporting, you may run the process with the Create Send File box checked; the process will create a file from your previous run that will be sent to COD about 4:30 p.m. If you have changed set up or aid year since your last run, also check the Create New Records box.


Queries and Reports

10 February 2016

The Gainful employment Disclosure template is available at (http://www.ifap.ed.gov/eannouncements/112213GE46ReleaseoftheDisclosureTemplateforGEPrograms.html) Query NDU_FA_0185 contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR.

http://www.ifap.ed.gov/eannouncements/112213GE46ReleaseoftheDisclosureTemplateforGEPrograms.html

http://www.ifap.ed.gov/eannouncements/112213GE46ReleaseoftheDisclosureTemplateforGEPrograms.html


Queries and Reports

10 February 2016


Description Gainful Employment Reporting


Query Details

To do gainful employment Reporting, first validate your set up at NDU Applications > NDU Financial Aid > Setup > NDU Gainful Employment Setup.

Run the process at NDU Applications > NDU Financial Aid > Processes > NDU Gainful Employment File. You can run the process in “dry run” by checking the Create New Records box and unchecking the Create Send File box.

View the results by running query NDU_FA_0185, GE Reporting, which will include all students who were enrolled in a gainful employment program during the year, per your set up.

a. The data in the query is not in the same order or format as the file that will go to the SAIG gateway, but is intended to be a way for you to preview and record the students in the file that will be sent when the process is run with “Create Send File” checked.

b. By 31 July 2015, schools must report 2008-2009 through 2013-2014, except Medical and Dental Residencies are reported for 2007-2008 to 2013-2014. Reporting for subsequent year is due by 1 October of the following year.

Run the process with the Create Send File box checked; the process will create a file from your previous run that will be sent to COD about 4:30 p.m. If you have changed set up or aid year since your last run, also check the Create New Records box.

Query NDU_FA_0185 contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR.


Queries and Reports

10 February 2016


Description Grad Student with No BA on ISIR


Query Details

Identifies students who answered conflicting questions on their ISIRs and whose ISIR has an effective date during a specified range. These students indicated:


Yes to the question “At the beginning of the yyyy-yyyy school year, will you be working on a master’s or doctorate program?”

Output displays:

Last Name

First Name

EmplID

Answer to ISIR question “Will you have your first bachelor’s degree before July 1, yyyy”

Answer to ISIR question “At the beginning of the yyyy-yyyy school year, will you be working on a master’s or doctorate program?”

See query NDU_FA_0050, which identifies student who answered different conflicting question on their ISIRs. These Students indicated:


Graduate or Professional degree to the question “When you begin the yyyy-yyyy school year, what degree or certificate will you be working on?


Queries and Reports

10 February 2016


Description History Snapshot Run Log


Query Details Several Times each term, history snapshots are taken to use as a basis for certain reports. This log displays the table counts that have been written to the history records.


Queries and Reports

10 February 2016


Description IASG Screening


Query Details

Use to help determine whether any of your students might be eligible for the Iraq Afghanistan Service Grant. In order to qualify for the IASG, a student must:

not be eligible for a Federal Pell Grant on the basis of Expected Family Contribution but

meet the remaining Federal Pell Grant eligibility requirements, and

have a parent or guardian who was a member of the U.S. armed forces and died as a result of military service performed in Iraq or Afghanistan after the events of 9/11, and

have been under 24 years old or enrolled in college at least part-time at the time of the parent’s or guardian’s death.

The query displays, for the prompted institution and Aid year, the following information about students where the ISIR has a Department of Defense Match of Y and a DOD Parent Date of Death:

Name

EmplID

Primary EFC

Admit Term

Admit Status

Student Birthday

Parent Date of Death

Student Age at time of parent death

Email address of prompted usage type.

http://studentaid.ed.gov/types/grants-scholarships/pell


Queries and Reports

10 February 2016


Description Incorrect Housing Code


Query Details

Run to do budgeting clean up. For a prompted Institution and Aid Year, and: For aid years 2009 and earlier, it will report students who have a With Parent budget (RMBDWP) but housing codes of 1 or 2 (on/off campus). For aid years 2010 and later, it will report students who have a With Parent budget (RMBDWP) but housing codes of 1 or 3 (on/off campus)


Queries and Reports

10 February 2016


Description Institutional Scholarship Tracking


Query Details

For the prompted institution, term and e-mail usage, the query will show students who have an award with the "SCH" reporting code and an offered amount greater than zero. Prior to using this, add Institution Reporting Code "SCH" to the FA Item Type for the awards that you want to appear on the query. An Aggregate Area may also be entered on FA Item Type where the total terms need to be monitored. Not all awards will have an Aggregate Area; if you need an Aggregate Area created, contact Campus Solutions. Only aggregates attached to the award at the time it is made will produce results, and total terms will only be calculated for awards made after the Aggregates Area is added to the FA Item Type. It displays:

Name

EmplID

Term

Item Type

Item Type Description

Offer Amount

Disbursed Amount

Attempted Units

Completed Units

SAP Status

Cum GPA if prompted term is a prior term

Term GPA for completed terms

Total Terms from Student Aggregate Life table. Must be set up to be populated.

Email address from prompted Address Usage.

Active Edit Messages for the prompted term in a concatenated list.


Queries and Reports

10 February 2016


Description IRS Data Retrieval


Query Details

Use to find students who have used the IRS data retrieval process since initially submitting their ISIR. Displays information on loaded ISIRs. The date range is from entered date to present. If you run the query with the “Include No Change” (Not Changed) box unchecked, the query will list only students where either the student and/or parent has an “03”, “04” or “06” retrieval code on a loaded ISIR. See Query NDU_FA_0198_1, Suspended ISIR with DRT, for a similar query listing suspended ISIRs. This query contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR. Student translate values for the retrieval codes are: 00 = Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with the option to use it in FAFSA on the Web 01 = Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web and elected to use it, but did not transfer IRS data into the FAFSA 02 = IRS data for the student was transferred from the IRS and was not changed by the user prior to submission of an application or correction 03 = IRS data for the student was transferred from the IRS and changed by the user prior to submission of an application or correction 04 = IRS data for the student was transferred from the IRS and then changed by the user on a subsequent transaction 05 = Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, but did not elect to use it 06 = IRS data for the student was transferred from the IRS, but a subsequent change made the student ineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the application method utilized by the student (i.e., paper FAFSA, EDE, or FAA Access)


Queries and Reports

10 February 2016


Description ISIR Without a Loaded Status


Query Details

For reviewing ISIRs that do not have a status of Loaded. Query prompts are Academic Institution, From Process Date. From and including the selected Process Date, if an ISIR is in ISIR_LOAD_STATUS of Suspended, Error, Unprocessed, Change Processed, or Skipped the query will display:

Institution Aid Year SSN EmplID Last Name from ISIR First Name from ISIR Birth date from ISIR Perm Mailing Address from ISIR City State Zip ISIR Load Status Source of Correction Process Date Primary EFC from new ISIR Existing Primary EFC Reject Code (in case where code is 15 or 16, shows "Missing Signature") Verification Status SAP Status Aid Application Status Career Date of Action from latest application Application Status from latest Admissions application Admit Term from latest application

If you run this query to an Excel spreadsheet, Excel will format blank fields to 0. You can preserve the blanks by saving the query as a .csv file, although Excel will drop leading zeroes in that format. This query contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR.


Queries and Reports

10 February 2016


Description Item Type Totals List


Query Details

Shows, for an institution and academic year, all the students who have a prompted item type. Allows up to 5 items types to be entered. Displays

Student name,

EmplID,

Social Security Number,

Item type number,

Item type description,

Awarded amount,

Accepted amount and

Disbursed amount. Groups and totals all amounts by item type; within an item type, students are listed by last name This query contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR.


Queries and Reports

10 February 2016


Description List of Queries


Query Details

Provides a list of queries that have "FA" in the name. Lists:

Query Name

Description

Long Description


Queries and Reports

10 February 2016


Description Load vs Pell Disbursement


Query Details

A list of students with a Pell accepted award amount greater than zero. Displays:

Student name,

EMPLID, EFC,

FA Load on census date,

Academic Load on current date.

Pell amount disbursed. Sorted by student last name.


Queries and Reports

10 February 2016


Description Loan Application Check


Query Details

Allows user to enter Institution and Certification Date. Provides a list of loans that were certified on that date that are missing key information:

Processing Level,

Federal Application Code, and

Serial MPN Code. Alternative loans sent to lenders without this information may not be loaded into the lender's system. These loans applications need to be corrected before Validation is run.


Queries and Reports

10 February 2016


Description Loan Fee Budget Item


Query Details

The query identifies students who have a prompted loan fee budget item for the prompted term, but who have no subsidized/unsubsidized loans in the prompted aid year. The query lists:

Last Name

First Name

EmplID

Career

Term

Total Loan Fees for Offered Awards from Award Entry

Term Budget Item Amount

Total Aid from Award entry

Unmet Need from Award entry

Unmet Cost of Attendance from Award entry


Queries and Reports

10 February 2016


Description Missing ATB


Query Details

Identifies students with an Active Aid Application Status and a Packaging Status of Completed who do not have an ATB row. See also NDU_FA_0196,Federal Aid Missing ATB, NDU Applications > NDU Financial Aid > Report > NDU ATB Discrepancy and Ability to Benefit document at http://sits.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686




Queries and Reports

10 February 2016


Description MPN with False Indicator


Query Details

Identifies students who have completed an MPN for a DL loan where the MPN has not been linked by COD to the loan originated at the school. The most likely reasons for the mismatch are that the student did the wrong MPN, or entered incorrect information on the MPN (Name, SSAN, DOB).


Queries and Reports

10 February 2016


Description Net Price Calculator Data

Query Name NDU_FA_0167_1 DR Number NDU_FA_0167

Query Details This query reports the median information pertaining to grants and scholarships for full time, first time undergraduate students. If there are fewer than 3 observations, your query will report zero; leave these blank when you complete the template and the template will calculate and insert the average of the surrounding cells when it creates the web page. The information in this query is for Full-time degree/certificate-seeking students in the year indicated. For some columns, our schools have too few fields with values and the code doing the projecting cannot make projections for surrounding cells. The NSLDS Help Desk has recommended that in those instances, we provide medians from a three year sample. There is no written guidance, however, that allows these numbers to be used. In the event you wish to use three year medians for any of the cells on your Net Price Calculator, you can run NDU_FA_0167_6 (NDU_FA_0167_9 for VSACAE). Detail is on NDU_FA_0167_7 (NDU_FA_0167_10 for VSACAE). If a student is in the same EFC/residency/housing area in multiple years, she is counted as the same student when aid is being totaled within an aid year, but considered as a unique student year by year when the median is being calculated across multiple years (i.e., Emplid and aid year combination is unique). The queries in this series rely on a process that has to be run by Campus Solutions. If the wrong year is being queried, contact Campus Solutions to run the process at NDU Applications > NDU Processes > Process > Net Price Calculator Update. To complete the federal Net Price Calculator Template, you will also need to enter the percentage of all first-time, full-time degree/certificate-seeking students who received any grants or scholarship aid from Federal, State, or Local Governments (exclude those who only received private source grant or scholarship aid). You can obtain this number from running the NDU IPEDS FA Information report, and dividing the number in Part C, page 2, para 01 by the number for Group 2 in Part A. The template is available from http://nces.ed.gov/ipeds/netpricecalculator/. Click on

Help for a Quick Start guide that explains how Blank Cell Averaging works and has screenshots of the information you need to provide to populate the template.

http://nces.ed.gov/ipeds/netpricecalculator/


Queries and Reports

10 February 2016


Description Net Price Calculator Details


Query Details This query can be saved as a .csv file and provides the detail of the students who were included in the query NDU_FA_0167_1, Net Price Calculator Data. Other queries in this series provide details for the VSACAE format (NDU_FA_0167_4), for three-year medians (NDU_FA_0167_7) and for three-year median in VSACAE format (NDU_FA_0167_10). The queries in this series rely on a process that has to be run by Campus Solutions. If the wrong year is being queried, contact Campus Solutions to run the process at NDU Applications > NDU Processes > Process > Net Price Calculator Update.


Description Net Price Calculator Top Ten Programs


Query Details This query reports the largest program at your institution during the specified year and the average time it takes a full time student to complete it (in months) for reporting information for the NPC (Net Price Calculator) using “Program” instead of Academic Year. The first column, Graduates in Sample, totals all graduates in the past 6 years. The second column, Resident Entire Career, removes transfer and collaborative students from the count. The final column, Average Completion Months, is calculated for the students who were Resident Entire Career, and determines the average months starting from when they were activated in their first program at your institution. The SetID prompt value is NDUS1. The queries in this series rely on a process that has to be run by Campus Solutions. If the wrong year is being queried, contact Campus Solutions to run the process at NDU Applications > NDU Processes > Process > Net Price Calculator Update.


Queries and Reports

10 February 2016


Description No Admit Status Verification


Query Details Identifies students who are marked for verification but who either have their Aid Application Status set to cancelled on Packaging Status Summary or who are not in an Admitted Status of Admitted, Conditional or Matriculated. A student with multiple admissions applications will appear on the query for each application. You can indicate an ISIR Process Date cutoff so you only see ISIR information that was loaded after that date.


Queries and Reports

10 February 2016


Description NSLDS Additional Loans

Query Name NDU_0018_FA DR Number NDU_0018_FA

Query Details Provides a list of students who have more than the six NSLDS loans included with the ISIR. Enter SAR school code and batch year (last digit of year). Displays:

Last Name

First Name

MI

Original SSN from ISIR

Date of Birth from ISIR


Queries and Reports

10 February 2016

Navigation Reporting Tools > Query > Query Viewer, NDU_FA_0122B

Description NSLDS Alert File Report

Query Name NDU_FA_0122B DR Number NDU_FA_0122

Query Details This query is a clone of the delivered query FA924A and will replace the NSLDS Alert File Report that is also delivered. It provides a list of students that have a NSLDS change flag for loaded that have not yet been reviewed by the staff. This query matches what is displayed in the NSLDS Change Review page (Financial Aid > File Management > NSLDS > Review NSLDS Flagged Students). The prompts are for institution and transaction process date. The results will return any students who have an alert that was received after the prompted date and will display the following:

EmplID

Name

Institution

Transaction Process Date

Pell Change Flag

ACG Change Flag

NSG Change Flag

TEACH Change Flag

Loan Change Flag

Aggregate Change Flag See our Transfer Student Monitoring Document for more information about this and the corresponding processes.


Queries and Reports

10 February 2016

Navigation Reporting Tools > Query > Query Viewer, NDU_FA_0122A

Description NSLDS FAT Load Errors

Query Name NDU_FA_0122A DR Number NDU_FA_0122

Query Details This query is a clone of the delivered query FA921A and will replace the NSLDS FAT Load Errors Report that is also delivered. It provides a list of NSLDS Transfer Alert file records that were unable to load into the database and the corresponding suspense reason. Users must resolve the error and rerun the NSLDS Load process to resolve the error. The prompts are for institution and transaction process date. The results will return any students who have a suspended NSLDS record that was received after the prompted date and will display the following:

EmplID

First Name

Last Name

DOB


Institution

Queue Instance

NSLDS Header Number

Suspend Reason Note: Some records will be unable to find a corresponding EmplID, and will have the suspend reason of “No Match Found.” Users must search on NSLDS Suspense Management (Financial Aid > File Management > NSLDS > NSLDS Suspense Management) page with last name, which is provided in the query. See our Transfer Student Monitoring Document for more information about this and the corresponding processes.


Queries and Reports

10 February 2016


Description One-Term Package Status


Query Details Allows user to indicate Academic Institution. It indicates students who have been identified by NDU Ready Package (on date indicated) for one term packaging. Shows whether the student is ready for the process to be run to calculate a pro-rated EFC, and if the EFC has been calculated, on what date that was done.


Queries and Reports

10 February 2016


Description Pell Awards with No Origination Record


Query Details

Displays students who don’t have a Pell origination record at your campus for the requested aid year. It replaces delivered query FA888, which should not be used.


Queries and Reports

10 February 2016


Description PELL Eligibility


Query Details Allows users to identify undergraduate students that have an EFC that is within the Pell eligible range but have not been awarded a Pell Grant item type and their Packaging status is Completed on award entry. Displays:

Name

EmplID

Primary EFC

Academic Institution

Aid Year


Queries and Reports

10 February 2016


Description PELL Repackaging Exceptions


Query Details The Pell Repackaging process skips students who have a locked Pell award (normally as a result of the award amount being entered manually) or if the student has a class with a start date that is on or later than the date the process is run. This query is designed to find those exceptions. Displays:

EmplID,

Name,

Institution,

Term,

Career,

Start Date,

SAP,

Lock Award,

RT4 Status,

Item Type,

Accepted,

FA Load

This is how we see the query working in conjunction with Pell Repackaging: 1. Once census has passed and immediately before you begin Pell Repackaging

based on load, run this query to find all students whose FA Term start date is greater than or equal to the term FA Census date.

2. For these students, navigate to View Packaging Status Summary and override the Pell START and MIDTERM settings to 'formula 1 fa load', and save the component.

3. Run Pell repackaging (per document at http://cts.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686)

http://cts.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686

http://cts.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686


Queries and Reports

10 February 2016


Description Perkins MPN Received, Checklist Open


Query Details Enter Institution, Aid Year and e-mail Usage code. This query will list students who have an open PERKIN checklist item telling them to sign a Perkins MPN, and a signed Perkins MPN that is not closed or expired. It will only list the checklists placed in the prompted aid year and if a valid MPN has an aid year that is equal to or less than the aid year on the checklist. It will provide you with an email address in the event you need to correspond with the student about an expired MPN. Otherwise the list can simply be used to mark “Complete” the PERKIN checklist item (and corresponding FAPERK checklist) so the student no longer sees it on their To Do list. See also NDU Applications > NDU Financial Aid > Report > NDU Perkins Missing MPN Report n


Queries and Reports

10 February 2016


Description Post Census Class Load Change


Query Details Allows user to enter Academic institution and Term; provides a list of students with a course drop date that is before the class start date and after the FA Census date. Identifies which students have accepted Pell grants or subsidized/unsubsidized direct loans.


Queries and Reports

10 February 2016


Description Program Student Demographics


Query Details Intended to be made available to programs such as Nursing or Social Work where Ethnic Group, Gender and aid information must be reported. Each asterisked row reflects the aid total for a distinct student. Aid details are in the rows immediately above. Can be sorted on asterisk for unique counts, or on a particular aid item type or source. Identifying information is NOT included with the intent that the information may be released to the program managers.


Queries and Reports

10 February 2016


Description Ready for Counselor Review


Query Details Provides a list of students who were not set to Ready Package by the NDU Ready Package process, but were instead set to Ready for Counselor Review. Normally these will be one term only students who need to be prorated before packaging, but may include students who were previously Disqualified for SAP and now Meet SAP Displays:

Student Name (Last, First, MI)

EmplID

Process Message (i.e., why is this student on the list?) o No ISIR Found o One Term Enrollment o Progress Review (SAP Status changed to Meets o SAP Status Undetermined o Service Indicator Prevents Packaging

Satisfactory Academic Progress

ED Verification Status from Packaging Status Summary

Packaging Plan ID (if plan used)

Aid Packaging Method

Last Date Packaging Updated

Date ISIR Received

Expected Grad Date

Credits Taken For Progress for prompted term as of date query is run


Queries and Reports

10 February 2016


Description Ready for Packaging Query


Query Details Displays a list of students whose packaging status is "applied". Allows user to enter Institution, Aid Year, ISIR Processed From Date and ISIR Processed Thru Date. Displays:

EmplID

Name

Current Grade Level from ISIR


Admissions Program Action

“Received First Bachelor Degree” response from ISIR


Queries and Reports

10 February 2016


Description Ready Re-Budget Held Out List


Query Details Identifies the students who were not reset during the last run of the NDU Ready Re_Budget process as a result of having the "BUDGET" User Edit Message or “PROF” budget category. These students will not be re-budgeted if the budgeting processes are run. Rerunning the NDU Ready Re_Budget process resets the values on this query.


Queries and Reports

10 February 2016


Description Repackaging Results


Query Details This query allows you to see which students had a change during a repackaging run. If you were to run a DL Repackaging Plan in “simulation” after grades are posted in the fall then you would have a list of the students who are eligible for additional loan dollars. If you so choose, you could manually repackage from the report, or continue on to run the Repackaging Plan “live”. Likewise, when you run the Pell Only repackaging plan at FA Census, this will give you a list of the student’s whose Pell was adjusted, including students who should have had a Pell award but didn’t. If you “Repackage Original Plan”, because the repackaging process cancels all the prior awards, you will get a list of all the students packaged under that plan.


Queries and Reports

10 February 2016


Description SAP Disqualified with Awards


Query Details Identifies students who have awards and who have a SAP status of Not Meets. Used to screen for SAP disqualifications so awards can be adjusted. Returns a row for each award; displays comments entered at Financial Aid > Satisfactory Academic Progress > Maintain Student SAP Data


Queries and Reports

10 February 2016


Description SAP Disqualified with FAFSA


Query Details Identifies students who have submitted a FAFSA and who have a SAP disqualification. Used to screen for SAP disqualifications where the school policy is to skip those students from packaging. If the student does not have an FSS Service Indicator reflected on the report, enter the service indicator at Campus Community > Service Indicators (Student) > Manage Service Indicators. Service Indicator must be set up for the institution at NDU Applications > NDU Financial Aid > Setup > NDU Ready Package Options. Prompts for e-mail usage and mail usage and displays e-mail and address details. Prompts for an ISIR Process date and returns only those students with an ISIR posted on that date or later.


Queries and Reports

10 February 2016

Navigation Reporting Tools > Query > Query Viewer, NDU_0034_FA_2

Description SAP Pass/Fail Courses

Query Name NDU_0034_FA_2 DR Number NDU_0034_FA_2

Query Details This query is of particular importance to those schools that use the Minimum Current GPA test. P/F courses do not have a GPA associated with them, and as a result, students enrolled in all P/F classes can successfully pass those courses but be disqualified on the Minimum Current GPA test. The results of this query could be used to assist you in reviewing the SAP evaluation report. For example,:

Run the SAP Evaluation in Report Only mode, then run the NDU_FA_0034_2, Pass/Fail Courses query.

Review the students who are identified on the query. If they passed the other tests you have in place, you could enter an override, thus pulling them out of the evaluation for the term.

Running the SAP Evaluation again in Report/Update mode would correctly evaluate the remaining students.


Queries and Reports

10 February 2016


Description SAP Previously Suspended Review

Query Name NDU_0034_FA_1 DR Number NDU_0034_FA_1

Query Details Provides a list of students that were previously suspended. Displays:

Name

EmplID

Aid Year

Term

Item Type

Description

Award Status

Offer Amount

Accept Amount

Disbursed Amount

Authorized Amount


Queries and Reports

10 February 2016


Description SAP Report Listing


Query Details This report mimics the delivered SAP report at Financial Aid > Satisfactory Academic Progress > Review Report Data , but adds the student's first and last name; the calculated percentage value results or Max Attempted Units Test and Cumulative Earned Units Test; and the Previous SAP Evaluation status and Updated SAP Status.


Queries and Reports

10 February 2016


Description SAP Service Indicator Mismatch

Query Name NDU_FA_0034_4 DR Number NDU_FA_0034_4

Query Details Identifies students who have a SAP service indicator that doesn’t match the SAP status on Packaging Status Summary. Run this after running SAP Evaluation and resolve any discrepancies.


Queries and Reports

10 February 2016


Description SAP Students with No Attempts


Query Details To prevent SAP evaluating students who should not be evaluated, query identifies students in a prompted term at a prompted institution who have an active FA Term but no enrollment. Displays:

Aid Application Status from Packaging Status Summary,

Remote Credits and withdrawal status from FA Term, and

Whether the student has disbursed awards totaling more than zero.

Student’s admit term and admit status. Not all students identified by this query will have FA Term inactivated by the modified NDU Ready Package process. The selection criteria are different. For example; a student with no enrollment but with offered/disbursed aid will show on this query, but they would not be inactivated by NDU Ready Package (aid offered must be zero).


Queries and Reports

10 February 2016


Description SAP FA/SR Program Review


Query Details This query will display all active Academic programs that are marked as FA Eligible and are NOT included in your SAP Maximum Attempted Units Test Setup. Query prompts are Institution and Career. Output lists Institution, Career and Academic Program. Displays:


Queries and Reports

10 February 2016


Description State Grant Residency Check


Query Details The query lists students who have a North Dakota state grant, but who do not have an official Residency of ND or NDMIL; it provides:

Official Residency (viewable at Campus Community > Personal Information (Student)> Identification (Student)> Residency Data). This may be blank if the student has applied but not been fully admitted.

State of Legal Residence attested to on the ISIR (item 18).

Driver License information attested to on the ISIR (item 12).

State Grant Offer Amount.

State Grant Disbursed Amount.

Prompted email address type. The residency codes used on this query are:

ALDEP (alumni dependent)

CONTI (contiguous)

MHEC (Midwestern Higher Ed Commission)

MNPRO (MN Professional)

MINNR (MN reciprocity)

N_RES (non-resident)

WUE (Western Undergraduate Exchange)


Queries and Reports

10 February 2016


Description Students Who Have Completed Verification


Query Details Allows user to enter Academic Institution and Year; provides a list of student where Verification Status is "Complete" and Verification Status Code is not equal to "Not Selected" Displays:

Name

EmplID

Dependency Status

ED Verification Status

ED Verification Status Code


Queries and Reports

10 February 2016


Description Student ISIR Load Status


Query Details Used for troubleshooting ISIRs that may not have loaded for a school. Allows user to enter a student Social Security Number to see information about all ISIRs that have been received for that SSN from CPS for TG52501. Displays:

Transaction ID

EC Queue Instance

EmplID

Social Security #

Sequence Number

Transaction Number

Last Name

Student's First Name

Load Status

Load Action

Error Code


Process Instance This query contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR.


Queries and Reports

10 February 2016


Description Student-Parent SSN Crosswalk


Query Details Enter Institution and the parent SSN (without dashes). The query will return information on any students who have that parent SSN listed on an ISIR. Multiple rows may be returned if there are multiple ISIRs with the parent SSN listed or multiple students with that parent SSN listed.


Queries and Reports

10 February 2016


Description Students with Pending Sub/Unsub


Query Details The purpose of this query is to inform you of students where we have loaded a value different than the "official" NSLDS aggregate amount. This query identifies students who had a pending loan on their NSLDS record at the time that it was loaded into our aggregate tables. An NDU process adds this amount to the NSLDS lifetime aggregate amount and posts the total to the aggregate table during the first 9 months that we receive ISIRs for an upcoming aid year. Once the cut-off is reached (normally about the first of September), pending loans are no longer added to the NSLDS aggregate value.


Queries and Reports

10 February 2016


Description Suspended ISIR with DRT


Query Details

Use to find students who have used the IRS data retrieval process since initially submitting their ISIR. Displays information on suspended ISIRs. If you run the query with the “Include No Change” (Not Changed) box checked, the query will list all students where either the student and/or parent has an “02”, “03”, “04” or “06” retrieval code on a suspended ISIR. The date range is from entered date to present. If you run the query with the “Include No Change” (Not Changed) box unchecked, the query will list only students where either the student and/or parent has an “03”, “04” or “06” retrieval code on a loaded ISIR. See Query NDU_FA_0198, IRS Data Retrieval, for a similar query listing loaded ISIRs.


Queries and Reports

10 February 2016


Description Teach Grant Screening


Query Details Provides list of students who may be eligible for a TEACH grant award. Sort as necessary to screen. Provides :

Academic Program;

Student identification;

Academic Level;

Current GPA (for term in prompt. This will be zero for in progress or future terms);

HS GPA (from Student Admissions > Application/Transcript Loads > Education),

ACT Scores (blank scores will show as zero, since this is a numerical field);

Whether there is a ISIR Comment Code 281;

Whether the EFC is official or unofficial (blank indicates no EFC);

The offer amount of any TEACH awards in prompted term;

The student's e-mail address, in this order of precedence: o Campus, o Dorm, o Home, o Other.


Queries and Reports

10 February 2016


Description Title III Eligible Non-Citizen


Query Details For Title III reporting identifies students who indicated on their ISIR that they were Eligible Non-Citizens, and indicates total federal aid disbursed at prompted institution during prompted term.


Queries and Reports

10 February 2016


Description Undisbursed Loans


Query Details Use to find students who have undisbursed loans in the prompted term so they can be warned that their loans are being cancelled. The list could also be used to cancel the loans. The query results can be modified for use as a list in an FA General Communication, or can be used as a merge mail file for email. It contains --Institution, --Term, --ID, --Last Name --First Name, --Preferred phone number , --Email address from the prompted usage. (If you use the FA General Communication, your Comm Gen run control should use the same email usage as you’ve used on the query.) Information about using FA General Communications can be found at http://sits.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686.

http://sits.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686



Queries and Reports

10 February 2016


Description Unduplicated Loaded ISIRs (Max Trans)


Query Details Identifies the number of unduplicated ISIRs received at a (prompted) school for a (prompted) specific aid year and where the ISIR with the highest (maximum) TRAN-ID has an Institution Process Date that falls within a (prompted) range of time. Displays:

Name,

EmplID,

Institution Process Date

Date Application Received (for meeting state aid deadline),

SSAN,

Verification selection indicator

Aid Application Status from Packaging Status Summary. This query contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR.


Description Unduplicated Loaded ISIRs (Min Trans)


Query Details Identifies the number of unduplicated ISIRs received at a (prompted) school for a (prompted) specific aid year and where the ISIR with the lowest (minimum) TRAN-ID has an Institution Process Date that falls within a (prompted) range of time. Displays:

Name,

EmplID,

Institution Process Date

Date Application Received (for meeting state aid deadline),

SSAN,

Verification selection indicator

Aid Application Status from Packaging Status Summary. This query contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR.


Queries and Reports

10 February 2016


Description Unprocessed CREC Records


Query Details Identifies students who were listed on files received from COD as having completed loan counseling, but who were not processed because they don't have a loan to match the entrance counseling, or who were not matched to a student EmplID.


Queries and Reports

10 February 2016


Description Unprocessed EFT Records


Query Details Provides a list of students who have an alternative loan EFT transaction that is not in a "processed" status. Allows the user to select a school code. Note that the Item Type will remain blank if the loan has errored because of a mismatched unique identifier. Displays:

EC Queue Instance

Lender Name

Loan EFT Detail Record Number

CommonLine Load Status

CL Loan Unique Identifier

Loan Sequence Nbr

Net Disbursement Amount

Item Type

CL Loan Type Code

Funds Release Date

Borrower Last Name

Borrower First Name

Borrower SSN

EmplID This query contains view NDU_FA_SCRTY_VW, which restricts it to individuals with Permission List NDUSFAUPR.


Queries and Reports

10 February 2016


Description Validate SULA Fields


Query Details

This query is based on code provided by Oracle and is intended to be run before loans are transmitted so you can check the SULA fields to ensure everything appears to be complete. The query provides the following information for students with an originated loan pending transmission:

ID

Institution

Term

Federally Sourced Award (Y/N)

Load

Direct Lending Year

Special Program

Credential

CIP Code

Academic Plan

Program Length

Type

Pay Period Start Date

Student Override on Academic Base Weeks

Aid Processing Rule (This field should be blank)

Acad Base Weeks from the Install FA set up.


Queries and Reports

10 February 2016


Description Verification Selection - Dependent Other Than Spouse


Query Details Allows user to enter Academic Institution, Aid Year, From Date (but not including and Thru Date (but not including). Provides a list of independent students whose most recent ISIR for the school and year indicated has an effective date between the From and Thru dates and who answered "yes" to the FAFSA question, "Do you have dependents (other than your children or spouse) who live with you...?" or who indicated children who receive more than 1/2 their support . Only lists students who have not been selected for verification and who are not independent for any other reason.


Queries and Reports

10 February 2016


Description Verification Selection - Will FiIe


Query Details For students who are not marked as “required” for verification, lists dependent students where student or parents indicated on their FAFSA: "I will file, but I have not yet completed my return" or independent students who indicated on their FAFSA: "I will file, but I have not yet completed my return". Allows user to enter Academic Institution, Aid Year, From Date (including that date or after) for effective date of most current ISIR, and the maximum EFC that should be displayed. Displays:

Student EmplID.

Student Last Name, First Name, Middle Initial.

Primary EFC.

Dependency Status: o DEP is Dependent. o IND is Independent.

Verification Flag from Packaging Status Summary.

Aid Application Status from Packaging Status Summary

Student Response to tax filing question.

Parent Response to tax filing question.


Queries and Reports

10 February 2016


Description Verification Selection –No Longer Will File, Loaded


Query Details Lists dependent students where student or parents indicated on their immediately previous FAFSA: "I will file, but I have not yet completed my return" or independent students who indicated on their immediately previous FAFSA: "I will file, but I have not yet completed my return", and the answer has changed on the latest Loaded ISIR. See query NDU_FA_0023_2 to look at suspended ISIRs. Allows user to enter Academic Institution, Aid year, and From Date for Institution Processed Date. Includes date entered. Displays:

Student EmplID.


Aid Year

ISIR Transaction ID

Institution Processed Date (Date ISIR loaded at school).


Verification Tracking Flag


Dependency Status: o D is Dependent. o I is Independent.

Student Response to filing question.

Parent Response to filing question.


Queries and Reports

10 February 2016


Description Verification Selection –No Longer Will File, Suspended


Query Details Lists dependent students where student or parents indicated on their immediately previous FAFSA: "I will file, but I have not yet completed my return" or independent students who indicated on their immediately previous FAFSA: "I will file, but I have not yet completed my return", and the answer has changed on the latest suspended ISIR. (These ISIRs are only viewable from Financial Aid > File Management > ISIR Import > CCYY - CCYY ISIR File Data). See query NDU_FA_0023_1 to look at loaded ISIRs. Allows user to enter Academic Institution, Aid year, and From Date for Processed Date. Includes date entered. Displays:

Student EmplID.


Aid Year

ISIR Transaction ID

Transaction Received Date

Processed Date

Load Status

Dependency Status: o D is Dependent. o I is Independent.


Verification Tracking Flag


Student Response to filing question.

Parent Response to filing question.


Queries and Reports

10 February 2016


Description Verification EFC More than COA


Query Details Provides a list of students selected for verification who have a higher EFC than cost of attendance. Used to screen out students who are only eligible for unsubsidized direct loans. Allows user to enter Academic Institution, Aid Year and estimated COA; Displays:

Student's name and EmplID,

Primary EFC,

Academic year cost of attendance,

Verification status and verification status code. Students must have a budget greater than zero to be selected.


Description Verification EFC More than COA


Query Details Provides same functionality as NDU_FA_0087, except is designed to be used before COA has been entered into the system: Allows user to enter Academic Institution and Aid Year. Provides a list of students selected for verification who have a higher EFC than cost of attendance. Displays:

Student's name and EmplID,

Primary EFC,

Academic year cost of attendance (if available),

Verification status and verification status code. Also displays , so user can estimate budget for each student:

Career,

Primary Program,

Financial Aid Status,

Residency and student's housing choices


Queries and Reports

10 February 2016


Description Verification Letters Printed


Query Details Use to create a list of students who have received a verification letter. Allows user to indicate Institution, Aid Year, Letter Code, From Communication Date, To Communication Date and Dependency Status. Displays a list of students where

Verification Status is "Required to be performed"

Verification Status Code is o accurate; o blank; o calculated; o reprocessed; o selected; o not verified; o tolerance; o verified; or o without documentation

The prompted letter code has a Completed Communication of yes and a valid date.


Queries and Reports

10 February 2016


Description Verification Mass Change Assign Letter Checklist


Query Details Use to find students who need to have a verification communication assigned. Use NDU Applications > NDU Financial Aid > Process > NDU Verification Initial Ltr to create the communication and checklist. Allows user to indicate Institution, Aid Year, Letter Code, From Communication Date, To Communication Date and Dependency Status. Displays a list of students where verification status is "Required to be performed" and Verif_Status_Code is accurate; blank; calculated; reprocessed; selected; not verified; tolerance; verified; without documentation.


Queries and Reports

10 February 2016


Description Verification Not Completed Query


Query Details Allows user to enter Aid Year and checklist codes and grace period; provides a list of students for a prompted aid year and institution who have a(n):

Verification status of "Required to be Performed",

Aid Application Status of "Active",

Incomplete checklist (FAVREY or FAVROY if entered, or always FAVADD,) and

Due date on the checklist that is more than the prompted number of days prior to the date the query is run.


Queries and Reports

10 February 2016


Description Verification of Independent Status


Query Details Used to screen eligibility of independent students who are under 24. Enter your institution code, aid year, date of birth cut off indicated on the FAFSA for that aid year (01-01-1986 for 2010), and the earliest ISIR loaded date that you want to see. All the ISIRs loaded on or after that date would be displayed for students who are under 24 and independent. Displays Aid Application Status and Verification Flag from Packaging Status Summary. Displays ISIR fields for:

Born Prior to cut off date;

Married;

Grad Student;

Active Duty Military;

Veteran;

Has Children;

Has dependents other than children;

Foster care/dependent/ward of the court;

Emancipated minor;

In legal guardianship;

Homeless (Youth Liaison);

Unaccompanied youth who is homeless (HUD);

Unaccompanied youth at risk of being homeless. It also lists address information, as well as Admissions Career and Admissions Program Action for Graduate or Law students.


Queries and Reports

10 February 2016


Description Verification Status


Query Details Use to obtain a list of students who have completed verification; who have a pending status; or who have not completed verification. Include Verification Tracking flag (V1, V6, etc.) Allows a user to enter Academic Institution, Aid Year and ED Verification Status; provides a list of students who meet the selected criteria. Available ED Verification Status codes are :

ED Verification Complete;

Not Required;

Verification Pending;

Required to be Performed. Displayed information includes:

Student Name,

Student EmplID,

Dependency Status,

Verification Tracking Flag,

Verification Flag

Verification Status


Queries and Reports

10 February 2016


Description Verification Tracking Group Change


Query Details Use this query to determine which loaded ISIRs have had a change to their Verification Tracking Group and have been marked with a “C” for “Verification Select Chng Flag” on the ISIR. This query prompts for institution, aid year, and an “as of” processing date. The query will pull a list of students with the change flag of “C” since the prompted date. The query displays the following fields:

Name

ID

Aid Year

Institutional Process Date

Effective Date

Sequence

Transaction Number

Verification Status

Previous Verification Tracking Group

Current Verification Tracking Group

Aid Application Status


Description Verification Tracking Group Change in Suspense


Query Details Use this query to determine which suspended ISIRs have had a change to their Verification Tracking Group and have been marked with a “C” for “Verification Select Chng Flag” on the ISIR. This query prompts for institution, aid year, and an “as of” processing date. The query will pull a list of students with the change flag of “C” since the prompted date. The query displays the following fields:

Name

ID

Aid Year

Process Date

Transaction Number

Verification Status

Previous Verification Tracking Group

Current Verification Tracking Group

Aid Application Status


Queries and Reports

10 February 2016


Description Vocational Group Listing


Query Details Used for Carl D. Perkins vocational programs reporting. Allows user to enter Academic Institution and Aid Year; provides a list of students in a program that has been identified as a NDU Vocational Program. Lists specific aid the student has received, per the set up. Setup is required at NDU Applications> NDU Financial Aid > Setup > NDU Vocation Group Setup to identify the grants and programs that need to be on the query.


Queries and Reports

10 February 2016


Description VSACAE Net Price Calculator Data


Query Details The same as NDU_FA_0167_1, Net Price Calculator Data, except it reports information for the VSACAE template instead of the federal template. Check the "Resident" box to receive results only for students with an ND or NDMIL residency code; unchecking it provides results for all other students.


Description VSACAE Net Price Calculator Detail


Query Details The same as NDU_FA_0167-2, Net Price Calculator Details, except it reports information for the VSACAE template instead of the federal template.


Queries and Reports

10 February 2016

Reports

Navigation NDU Applications > NDU Financial Aid > Report > NDU 2 Yr Prog Loan Eligibility

Description 2 Year Program Loan Eligibility

Process Name: NDU0103FA DR Number NDU_FA_0103

Report Details

This report should be run before disbursement to ensure proper awarding of students in 2 year programs at 4 year schools. Identifies students who are:

active in the prompted FA Aid Year, and

have 60 or more credits, and

who are active in an undergraduate program of 2 years or less, as indicated on the Academic Plan, and

who have a DL loan award that is greater than zero. Displays:

Student Name

EmplID

Program

Program Length Type from Plan (Weeks, Months, Years or blank. If blank, the plan needs to be reviewed and updated).

Program Length from Plan.

Total (Cumulative) Credits

Total Subsidized Loan Awarded in the prompted AY

Academic Year DL Loan Award Amount

Subsidized Usage Period (SULA)- from View NSLDS Loan Data

Dependency Status (Dependent or Independent)

PLUS Override (Yes or No)


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Use > NDU Academics Record Review

Description Academics Record Review

Process Name: n/a DR Number NDU_FA_0155

Report Details

This is a screen rather than a report. It perform no calculations, but could be used as a valuable tool to assist FA users when reviewing SAP.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU ATB Discrepancy

Description Ability To Benefit (ATB) Discrepancy

Process Name: NDUFA196 DR Number NDU_FA_0196

Report Details

Only useful to schools that use NDU_FA_ATB_FAFSA Pop Select query to create Ability to Benefit records (Financial Aid > Ability to Benefit > Create Ability to Benefit). Identifies packaged students who have a blank or “None of the Above” answer to the high school question on their ISIR and who have no ATB row. The Pop Select cannot assign an ATB Code to these students; you will want to do that manually by adding a row at Financial Aid > Ability to Benefit > Manage Ability to Benefit. If high school, GED or Home School completion is recorded in our system, that is indicated on the report. The report NDUFA196A lists all students who marked "None of the Above”; NDUFA196B lists students who marked "None of the Above" and who do not have an ATB row. The reports indicate whether we have recorded in our system an indication that the student has:

A High School Graduation

A GED Certificate

A Home Schooled Completion Certificate

A Degree beyond High School

College Credits


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Awarded Not Attending

Description Awarded Not Attending


Report Details

Enter Institution and Term needed for the report. If you select the “Create CSV File”, you will get both a .pdf Report and a CSV file created. You can prevent the .pdf from being created by checking the “Suppress Report” box. Selecting neither box will provide you with a .pdf report only. This report is used to identify students that have any award amounts offered greater than $0 on award entry and who have not registered for any credits or who have no values entered in the remote credits on the Financial Aid Term page. It also identifies if these students have withdrawn or cancelled their enrollment or have an Admit Status of Cancelled, Discontinued, Deceased or Dismissed. It provides information on each award’s Offered, Accepted and/or Disbursed amount


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Census Enrollment Activity Report

Description Census Enrollment Activity Report


Report Details

Use this report at FA Census to find students who have added or dropped classes between the times the FA Term builds were done prior to FA Census and immediately after FA Census. It provides activity that took place on dates that are larger than the prompted date. The Enrollment Request Action codes are:

A - Add Grade C - Change Grade D- Drop E - Enroll M - Normal Maintenance P - Change Waite List Position R- Remove Grade S - Swap Courses W - Drop to Wait List

The report provides the effective date of the action (Action Date) as well as the date the activity was actually entered in the system (DTTM Stamp Sec) and indicators as to whether the student had any federal aid during the term or any Pell awards during the term.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Citizenship/SS/DFLT Change

Description Citizenship, Selective Service, Default Changes


Report Details

This report identifies students who were being stopped from awarding due to Citizenship, Selective Service or Default status on their ISIR, but who now have an eligible status. For a prompted Institution, Aid Year and ISIR Processed date, provides:

EmplID

Name

Aid Year

Current value on the field that has changed.

Packaging Status Summary Aid Application Status

Packaging Status Summary Verification Flag

Packaging Status Summary Aid Processing Status


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Common Data Set Report

Description Common Data Set Report


Report Details

The report provides the information needed to complete the FA portion of the Common Data Set (form available at www.commondataset.org). The run control asks for Institution, aid year, term (use fall term) and Graduated Between dates. The Graduated Between dates are the dates indicated in paragraph H4 of the form. If you are doing the report in projection, then use the period Jul 1 to Jun 30 prior to the beginning of the aid year being reported. If you are reporting final numbers for the previous aid year, then use the period Jul 1 to Jun 30 of the aid year being reported The output is inseveral.csv files which contain information about the students included in the report.

NDU035FA_AUDIT_nnnnnn.CSV lists information about all students used in items H2 and H6 of the report,

NDU035FA_AWARD_nnnnnn.CSV file contains information pertaining to the majority of the repot. The "Need Met" column on the .csv file is a calculated field, and is your indicator whether that aid is being included as need-based or non-need based.

NDU035FA_DEBT_nnnnnn.CSV contains information on students and disbursed loan awards used to calculate the aggregate debt information.

Dual_Citizenship_nnnnnn.csv lists all students who have citizenship data in the U.S., and a foreign country, with the citizenship status in the U.S.

NDU035FA Grad nnnnnn.csv lists all students who’ve graduated in the time frame on the run control, their degree confer date, and their admit term.

NDU035FA NRA nnnnnn.csv lists all NRA at the school and the financial aid they’ve received (if any).

The Scholarship/Grants section uses the Financial Aid Type and Source fields to determine which category to put the aid in. Since non Title IV federal aid cannot be setup on this screen with a Source of Federal, if you have Grants or scholarships that you want to be counted as federal, but which aren't Title IV, put the code FED in the Institution Reporting Cd block of the Financial Aid Item Type screen. Only aid with a Financial Aid Type of Athletic will be counted here or in the IPED report as Athletic. If you make a change to this setup after awarding, the report will not pick up the change.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU DL PLUS School Cert Request

Description Direct Loan (DL) PLUS School Cert Request


Report Details

Provides a .csv file containing information from the CRSPXXOP.XML (PLUS Electronic Application) files received during a particular date range. Indicates data pertaining to the borrower, the student, the loan amount, credit decisions and credit balance option (whether excess can be disbursed to student or borrower). Since these files do not go through search/match, the report does attempt to match the borrower and student using Name, SSAN and Date of Birth. If the Borrower ID or Student ID field is blank, the look up was unsuccessful. Student Career is looked up in the Student Records term table; relationship is determined by whether a match can be made between the borrower's SSAN and a parent SSAN on the student's ISIR. Due to a known error within Campus Solutions which allows PLUS loans to disburse when a student is not eligible due to a Drug Conviction C-Code flag, this report now displays a column with the student’s “Drug Offense Conviction” status from their ISIR. If this field is blank the look up was unsuccessful in finding the student through search/match (see above). The NDUS document "DL PLUS Procedures" has detail about the various fields brought in from the CRSP file, including:

1. Award Begin Date and Award End Date are Month-Year dates to help you establish the loan period. These dates originate from the on-line PLUS application. Also known as Award Range Requested Start/End Dates, they are based on setup schools may do on the COD web site. You may need to do set up on COD to receive these dates.

2. School Credit Balance Option, is also received from the on-line PLUS application, and identifies to whom the refund is paid.

a. A value of TRUE means remaining balance should be applied to school charges. If the field is TRUE, then you can leave the charge priority as FEDAID so it pays other than authorized TIV charges

b. A value of FALSE means remaining balance should be applied to the borrower. In this case, you need to put the award on with the TITLEIV Charge Priority, as the parent is not authorizing the school to use their excess aid to pay other charges.

The report also displays information from message class CRCO (PLUS Credit Overrides). This allows you to know that you’ve received a PLUS Credit Override. Credit Overrides will have data in two fields not populated by the normal SCRs, and will be missing several pieces of information included on normal SCRs. The two fields unique to Credit Overrides are “CreditOverrideCode” and “AwardID”. The Credit Decision Status on these records will be marked “Unknown”, which is another way you can identify them. These records also do not always include the first name or middle initial of the borrower, so that


Queries and Reports

10 February 2016

information may be missing. This report has been updated to include information about the new PLUS Loan requirements. Fields of particular note might be

• Credit Requirements Met o Borrower has met all of the credit requirements for the PLUS loan. If the

loan was originally denied, this also includes the PLUS Credit Counseling. Must be True before the loan may be disbursed.

• PLUS Counseling Completed o Indicates whether the borrower has completed the requisite PLUS

Counseling directly with COD – required for PLUS applicants (a) who were initially denied their PLUS loan and (b) who have obtained an approved endorser or an approved credit appeal due to extenuating circumstances. Must be complete before the loan may be disbursed.

• Credit Action Status* Decision regarding Endorser. o D = Credit denied as a result of an endorser's denial o N = Credit denied after pending o L = Endorsed for a Lesser Amount*

*If Credit Action Status = L, check to see if Edit 184 is present. If it is, this means that the loan is endorsed for less than the Award Amount, and the institution must submit an Origination Change transaction that reflects an Award Amount equal to or less than the Endorsed Amount. Once COD accepts the Origination Change transaction for the lesser Award Amount (equal to or less than the Endorsed Amount), it will send an Acknowledgment with Edit 183.

• Endorser Approved o Indicates an Endorser Addendum was received and whether the

Endorser was approved. If Credit Requirements Met are TRUE, Parent has met all new requirements. If Credit Requirements Met are FALSE, review Endorser approved, Endorser Amount and PLUS CNSL Completed. Endorser Approved and PLUS CNSL Completed must be TRUE to process the loan. Check ENDRSR Amt to verify the amount of the loan. If PLUS Applications meet either of the scenarios about, it appears that schools will have met the new PLUS Loan processing regulations.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Enrolled Students

Description Enrolled Students

Process Name: NDU_FA_0201 DR Number NDU_FA_0201

Report Details

The report lists the following information for students who are enrolled in the prompted term at the prompted institution: • Last Name • First Name • EmplID • Career • Academic Level • Academic Program • Admit Type • Progress units taken • State Residency • Tuition Budget Item • Online Credits (Classes with an Instruction Mode of "IS" or "IA") • Remote Credits • Federal Aid? • Primary EFC • “No ISIR” indicator • E-mail address of prompted usage type. There is also an option to only display students who have an offer amount of federal aid greater than zero. A .pdf output is default, but can be suppressed. A .csv output is also available; at lease one output type must be enabled.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Fed Work Study Earnings

Description Federal Work Study (FWS) Earnings


Report Details

Lists students who have Work Study earning amounts for the hours worked during the prompted month and prompted Award Year (i.e., 1 July – 30 June).

A student whosetotal FWS earnings for hours worked year to date are more than the total accepted award amount for all item types will be marked with '**'.

A student whose FWS earningsfor the hours worked year to date are less than, but within $300 of the acceptedaward amount, will be marked with '*'.

There will always be a delay in reporting, as earned amounts are “reported” rather than “paid” amounts.

o For example, the hours worked during January 2014 are paid on 31 January 2014 and 15 February 2014.

o The report will not show complete January earnings until the 15 February timecards are posted.

Enter institution, Aid Year (not calendar year) and month. December 2013 is in AY 2014, for example, so AY is 2014, Month is December. The default output is .pdf. Select “CSV Option” to obtain both .pdf and .csv formats. If you run the report for a prior month, the earnings are for the month and year, but as of today. If a student had more than one FWS employer, the earnings are totaled on the first item type. If the student had awards on more than one item type, you will see all item types listed, along with the corresponding awards, and earning are totaled on the first item type. You can see pay broken out monthly and by “employer”at Financial Aid > Awards > View Award Earning Summary, Earnings Summary, where each FWS job will have a different "Empl Rdc Nbr". Be sure you're looking at FY not CY balances on the screen and be aware that the amounts paid during a month are displayed here, not the amounts earned from the hours worked during the period.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Board Office> Report > NDU Fin Aid Load Forecast

Description Financial Aid Load Forecast

Process Name: NDU_FA_CAST DR Number NDU_SBFA_0002

Report Details

Requires role NDUSSFBOARDOFFICE. The system office wants to be able to find/notify NDUS students prior to the beginning of the semester who need to be enrolled in additional credits to be eligible to have a state scholarship award disbursed Displays information about NDUS students who have an award (greater than zero) for a state scholarship (i.e., awards made with an FA Item Type set up with an Institutional Reporting Code of NDAS or NDCT). Includes students who have the award but no credits. Report can be run prior to census for all NDUS schools for a prompted term. Displays: Institution Term EmplID Name Award Type from Reporting Code Career from FA Term An Ovrd Career (Override Career) of “Y” indicates an override was done, and the

value used in the override is displayed in the Acad Career column. Hours – indicate all current credits (from STDNT_CAR_TRM) the student is taking

regardless if they are or are not counting towards their Acad Career The Special GPA is the cumulative GPA as of the date the report is run. The Current GPA column displays the GPA for the prior term. The Incomplete column will display an asterisk if the student has a missing grade,

an incomplete grade recorded or if the student was enrolled in classes that were Pass/Fail or Satisfactory/Unsatisfactory in the prior term.

Street Address City State Zip Email address from prompted usage.

The .csv output is sorted by institution, Award Type, Last Name


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Indebtedness Estimator

Description Indebtedness Estimator


Report Details

Designed to assist schools in creating a mail-merge email to students who are aid year active in the prompted aid year concerning their indebtedness. On the run control, enter Institution, aid year, the interest rate for Direct Loans and the Email Address Usage code for the email addresses. The .csv output file contains:

Last Name,

First Name,

Middle Initial,

Emplid,

Direct Loan Cumulative Balance from NSLDS information stored in PeopleSoft,

estimated monthly Direct Loan payment, to the nearest dollar, calculated on the interest rate entered on the run control and assuming 10 year standard repayment,

Perkins balance from NSLDS information stored in PeopleSoft,

estimated monthly Perkins payment, to the nearest dollar, calculated on 5% interest rate and 10 year repayment,

Email address. The interest rate is calculated using the formula M = P * ( J / (1 - (1 + J) ** -N)).

M: monthly payment P: principal or amount of loan J: monthly interest; determined by annual interest rate divided by 12 x 100. N: number of months of amortization. (Assumed 120 monthly payments)


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU IPEDS FA information

Description IPEDS FA information


Report Details

As the first step in doing IPEDs, ask your Registrar to run Enrollment Report K (NDU Applications > NDU Student Records > Report > NDU Enrollment Reports), for the fall term, using History enrollment (type 3) from which your Registrar needs to pull Full Time First Term student information for IPEDs: Group 1 is computed from Report K: add the Full Time Student, Undergrads Total to the Part-Time Student, Undergrads Total to determine the total undergraduate student count. Group 2 is found on Report K: Under Full time Students, find 1st Time Freshmen. All data, both Registrar data and Financial Aid data uses NDU historical data, so your numbers will be based on the registrar’s fourth week numbers as reported in Enrollment Report K (recommended), and the financial aid is based on end of term numbers. On the run control:

1. If you choose the "NDU use report FED code" option, the report totals will additionally include as federal any FA Item Type that has a FED Reporting code set up. This could be used, for example, to report as federal such non-title IV grant funds as TRIO, etc. Leave unchecked if you do not want to use this option.

2. The "NDU SSIG percentage STATE" option is not needed unless there is a federal contribution to SSIG. Enter the percentage of state funds that are contributed to the Stage Grant (for example, 95.87 for 2010-2011). This would be the same percentage that you use in determining federal contribution for FISAP SEOG matching. The percentage entered here will be used to calculate the State portion of the State grant awards. The remainder will be reported as Federal grant. For this option to work, your State Grant FA Item Types must have a Reporting Code of SSIG. Leave blank if there is not a federal contribution to SSIG.

3. On the run control, enter the residency codes that you want to be used for calculation of which students are paying in-state rates. Here are the residency codes currently in use:

ALDEP Alumni-Dependents CONTI Contiguous MHEC Midwest Higher Ed Compact MNPRO Minnesota Professional MINNR Minnesota Reciprocity N_RES Non-Resident NDMIL North Dakota Military


Queries and Reports

10 February 2016

ND North Dakota Resident WUE Western Exchange

4. Our campus/off-campus housing numbers are calculated from the information provided by the student on the FAFSA.

The report outputs three files.

The .pdf file indicates consolidated information about all categories requested on the IPEDs instructions. It is formatted to allow you to complete the IPEDs web form from this report.

The .csv file titled “NDU_FA_0073_FILE_#######” provides information about all students included in Group l, as requested for the IPEDs report, and provides the detail about their awards (to include amounts , source, type, federal ID, and Report Code). It also indicates in-state tuition (based on matching residency codes entered on run control), housing arrangement from the ISIR, IPEDS group and FISAP Total Income o Column D-FA Source from FA Item Type setup:

F-Federal G-Government I-Institutional O-Other P-Private S-State

o Column E-Fin Aid Type from FA Item Type setup: A-Athletic B-Bursary F-Fellowship G-Grant L-Loan S-Scholarship V-Waiver W-Workstudy

o Column F-Federal ID from FA Item Type setup: FWSP NURS OTHER PELL PERK SEOG STFS (DL SUB) STFU (DL UNSUB) TCH

o Column G-Report Code from FA Item Type setup: FED NDAS NDCT NDSC


Queries and Reports

10 February 2016

SSIG o Column H-Report Code

For internal use only o Column I-ND Tuition

Y-Yes N-No

o Column J-Income Label Corresponds to Part H- Financial Aid about Group 4, question 02 A-02a. $0-30,000 B-02b. $30,001-48,000 C-02c. $48,001-75,000 D-02d. $75,001-110,000 E-02e $110,001 and more X-Unknown

o Column K-Housing Code Corresponds to Part H- Financial Aid about Group 4, question 01. 1-01a.On-campus 2-01b.Off-campus (with family) 3-01c.Off-campus (not with family) Blank-Unknown

o Column L-Amount of the award o Columns M-U

Corresponds to Part A Student Groups, Group 1, Group 2, Group 2A, Group 2B, Group 3, Group 4

. Group 4C on the spreadsheet corresponds to the final item on the report (“Total amount of grant or scholarship aid awarded to Group 4 students…..)

Y-Yes

N-No o Column V-Total Income as reported on ISIR

The .csv file titled “NDU_FA_0073_FILE_GI_TA_#######” is a detailed report of those listed on page 7 of the .pdf, with GI Bill and Tuition Assistance. Data displayed on this .csv includes the following from the beginning of the reporting aid year through the end of the reporting period listed in the instructions for this section: o EMPLID o SF Itemtype o Itemtype Description o AMOUNT o CAREER o TERM o GI Bill Type- occasionally the itemtype description may not be helpful in

determining what form of funding this is, so this column was added to help distinguish whether the award “Post 9/11 G.I. Bill” or “Tuition Assistance.”


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU ISIR C-Codes

Description ISIR C-Codes


Report Details

For a prompted Institution, Aid Year and date range, lists students who have an ISIR Comment Code that is set up with a severity level of 2 (see Set Up SACR > Product Related > Financial Aid > Application Processing > Maintain ISIR Comment Codes, ISIR Comments.) Displays Last Name, First Name, EmplID, SSN, Date of Birth, Database Match, Comment Code and Description. If a database match override that applies to this comment code is check marked on Packaging Status Summary (in the Database Matches link), then that Database Match is indicated in the Database Match column.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU ISIR Code Processing

Description ISIR Code processing


Report Details

A process runs at the end of ISIR Load each evening to create C-Code and I-Code (informational) checklists and to post the communications to the Communications Management page. You will want to check on a routine basis whether communications have been created so you can run Comm Gen. For guidance running Comm Gen, see documentation for Communication Generation at http://sits.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686. You can run report C-Code Processing to find out if any students with new C-Codes specified in your set up have been processed during the period you specify The report displays, for the aid years that we are currently loading:

Student Last Name, First Name, Middle Initial

Student EmplID

Aid Year of the ISIR

Student Birthdate

Aid Application Status from Packaging Status Summary o A is Active o C is Cancelled o R is Restricted

Dependency Status o I is Independent o D is Dependent

Database Match. If a database match override that applies to a reported comment code is check marked on Packaging Status Summary (in the Database Matches link), then that Database Match is indicated.

Institution Process Date (Date ISIR Loaded at school)

ISIR Transaction ID

Category (I-Code or C-Code)

Checklist Item Code

Checklist Item Code Description

Checklist Item status o I is Initiated o C is Completed o W is waived o X is Cancelled

Comment Code

Comment Code Description




Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU ISIR Comments

Description ISIR Comments


Report Details

Identifies students who have specific comments on their loaded ISIR. Enter Academic Institution, Aid Year, load "from date" and load "to date" (may be same date). Select an address usage type from the drop down, enter up to ten comment codes that you are seeking, and select an email usage code. The result will show the students' contact information, the aid year and the comment code. The student's information will be repeated if they have more than one matching comment code. If a database match override that applies to this comment code is check marked on Packaging Status Summary (in the Database Matches link), then that Database Match is indicated in the Database Match column.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU ISIR Cross Refer

Description ISIR Cross Reference Report


Report Details

This .csv report lists any student who is NOT a prospect who has an ISIR on file in order that the ISIR may be manually loaded and an award package created. The report is also available to the Enrollment Office for additional contact, if desired. The report displays:

Institution.

From Date of search.

Thru date of search.

Student Name.

EmplID, if matched.

Aid Year.

Batch ID.

ISIR Rejected (indicated with an “X”).

Street Address from ISIR.

City from ISIR.

State from ISIR.

Zip from ISIR.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU ISIR Early Estimate

Description ISIR Early Estimate


Report Details

Provides .csv file containing information from ISIR for all ISIRs received. Used to create mail merge documents such as early estimate letters. Contains all the information needed to make awards and mail notifications:

SSN from ISIR

First Name,

Last Name,

Dependency Status,

State of Residence, Address,

City,

State,

Zip,

Date Application Received,

Current Grade Level,

VA Ben Monthly Amount,

Interested In Work-Study indicator,

Interested in Student Loans (outdated)

Admit Level,

Transaction number,

Degree/Certificate response,

Primary EFC,

School Choices 1 through 6 and associated housing code for each choice,

Term Admitted and

Admission status. Only ISIRs loaded after 2 April 2015 will display all school choice codes. ISIRs loaded prior to that only display all codes if the school where it loaded was the only NDUS school listed.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU ISIR Load Status

Description ISIR Load Status


Report Details

To provide accurate information, must be scheduled to be run immediately after ISIR Load for your school, and before ISIR Load is run for another school. To accomplish this, the report is run as part of the ISIR Load job stream, and the results placed in your Sohie Reports folder. The report provides information about ISIRs that were processed, to include identifying information on the student, Admit Level, and CPS ISIR Reject Code, and Load Status. ECQueue Instance is also provided so an unloaded ISIR can be viewed on-line.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU ISIR Prospect Cross Refer

Description ISIR Prospect Cross Refer


Report Details

Lists any prospect who has an ISIR on file in order for the ISIR to be manually loaded and an award package to be created. This report is also available to the Enrollment Office for additional contact, if desired The .csv report displays:

Institution.

From Date of search.

Thru date of search.

Student Name.

EmplID, if matched.

Aid Year.

Batch ID.

ISIR Rejected (indicated with an “X”).

Street Address from ISIR.

City from ISIR.

State from ISIR.

Zip from ISIR.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU ISIR Suspense Cross Reference

Description ISIR Suspense Cross Reference


Report Details

The intent of this report is to help you determine why an ISIR isn’t loading. Use the report to compare name, SSN and date of birth between the ISIR and the PERSON data from the Bio/Demo page. The default report is in .pdf format, but a .csv output can be added as well by selecting that option. Where the Match indicates “ISIR”, then a search match was completed by the ISIR load process and the student was identified. In this case, the ISIR load problem has to do with the student meeting ISIR Data Load Parameters such as “Change made by Student”. If the Match is “SSN”, then there was not an “ISIR” Match, but the report process found student data with a matching SSAN. The data that would have been looked at by search match (SSAN, Name and DOB) is displayed from both the ISIR and Campus Community to help you spot the discrepancy. If the Match is “Name”, then there was not an “ISIR” Match or “Name” Match , but the report process found student data with a matching name and date of birth. The data that would have been looked at by search match (SSAN, Name and DOB) is displayed from both the ISIR and Campus Community to help you spot the discrepancy. The XXX-XX-XXXX SSANs are most likely to be found with this Match. If the Match is “None” then the student could not be found by the ISIR Search match or by the report (searching on SSAN or Name). It is likely the student is not in our system. You could run the NDU ISIR Cross Reference Report and provide the output to your recruiters to help them contact students who have submitted an ISIR but who are not a Prospect in the system.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Loan Disbursement Report

Description Loan Disbursement Report


Query Details

You will be prompted for an aid year and will also have the option to select to have the

report provide only undergraduate information:

Running this produces two things:

1. A PDF of total loan amounts for all institutions for the prompted year which is

broken down into types of loans. Each loan has (1) the count of distinct students

who received a disbursement greater than zero and (2) the total loan amount

disbursed to student borrowers in that loan type. The loan groups are:

a. Federal Student Loans (both subsidized and unsubsidized Direct Loans)

b. Federal Subsidized

c. Federal Unsubsidized

d. Perkins Loans

e. Graduate PLUS Loans

f. Parent PLUS Loans

g. Alternative Loans (private, state, and institutional)

h. Other Loans (Health Professions)

i. All Loans (all loan types)

**Note that each institution is listed by group. These groupings are: research

universities, regional universities, community colleges, and the entire system

(grand totals).

2. .CSVs for each institution with detailed information about the loan recipients

where there is a disbursed amount for the prompted year greater than zero. Each

institution will only be able to view their own detailed report, and the Board

Office will be able to view all of them. This report includes: INSTITUTION


Queries and Reports

10 February 2016

EMPLID

ACCEPT- this is the total accepted amount for the prompted year

FEDERAL ID- type of loan:

a. STFS: Federal Subsidized

b. STFU: Federal Unsubsidized

c. PERK: Perkins

d. PLUS: Graduate and Parent PLUS

e. Blank: Alternative or “Other”

LOAN PROGRAM

a. Alternative

b. Direct Lending (sub, unsub, & PLUS)

c. Health Professions

d. Perkins

e. State

f. University

SOURCE

a. F: Federal

b. I: Institutional

c. O: Other

d. P: Private

e. S: State

ITEM TYPE

CAREER


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Missing Loan Checklist

Description Missing Loan Checklist


Report Details

Lists students who have an specific loan award amount greater than zero, who do not have the checklist which is associated with the loan.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Missing Mndtry Bdgt Amnts

Description Missing Mandatory Budget Amounts


Report Details

If your Admissions office does not always enter a Residency code at the time the remainder of a student’s application is entered, then the student could be budgeted without the Tuition Budget Category. This is the most common cause of missing budget items. If a student leaves “Housing” blank on their FAFSA, that category may also be missing. The report can be run for the Academic Year or Summer only by selection the appropriate Award Period on the run control. Use "Missing_Categories.pdf", to identify students who are missing a budget item for Books, Housing, Miscellaneous or Tuition. Transportation may also be processed, if checked on the run control There is an asterisk in the appropriate column to denote a missing category item. A “Y” in the Official EFC column indicates the student has an ISIR with an official EFC. The budget items identified on this report are determined by the set up at NDU Applications > NDU Financial Aid > Setup > NDU Mandatory Budget Items MX, which is maintained by Campus Solutions.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU No FAFSA Not Leaving

Description No FAFSA, Not Leaving

Process Name: NDU_FA_NING DR Number NDU_FA_0258

Report Details

To assist in retention efforts, schools requested to be able to identify students at a prompted institution who:

Are not expected to graduate (in the prompted term or before), and Who submitted an ISIR in the prompted aid year and Who have not yet submitted an ISIR for the future aid year.

Schools can send these students a communication, either as an FA General Communication or by mail merge, suggesting they complete a FAFSA for the upcoming year. Instructions for FA General Communications are at http://cts.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/#c32686

To determine those not expected to graduate, the students who meet any of the following conditions are excluded:

Do not have enrollment in the prompted term; or

Are not in an aid eligible program; or

Max Expected Grad Term on current program is equal to or earlier than the prompted term; or

Program Action on current program is not ACTV, ADMT, APPL, MATR, PFGC, or RADM; or

Have an " Applied” Degree Checkout status on the student degree tab of current program or

Are not SAP eligible or

Have an active (optional) prompted service indicator.

The prompts are:

Institution

Graduating Term

Service Indicator (optional)

Address Usage

Email Address Usage

The .csv report displays:

Institution

Student EmplID

Student Last Name

Student First Name

Expected Graduation Term description.

Student Street Address 1

Student Street Address 2

Student City

Student State

Student Zip

Student email

http://cts.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/%23c32686

http://cts.ndus.edu/sits-departments/connectnd/campus-solutions/training-documentation/%23c32686


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU One Term Students

Description One Term Students


Report Details

Developed to help identify students for Transfer Student Monitoring. Lists students when the prompted term is the only term built in FA Term, or if their graduation date falls within the start and end dates of the prompted term, or if the federal extension budget duration is greater than zero and less than 9 for Academic term. The report shows the Student’s name, ID, SS#, Date of Birth, COA, Graduation Date, Enrollment Begin Date, and the Federal Extension Budget Durations. Also shows terms where student has a budget greater than zero.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Originated DL w/o Pnote

Description Originated Direct Loan without a Promissory Note


Report Details

This report helps you identify and contact students who have an originated DL loan that has been acknowledged by COD, but who do not have an MPN reflected on the origination record at the school. You select E-mail address usage and postal mail address usage, and the report provides a .csv file you can use to mail-merge an E-mail or letter message. It also provides a phone number.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Overaward Report

Description Overaward Report


Report Details

This report is a clone of the delievered report found at Financial Aid > Awards > Generate Overawar Report and corresponding query (FA922). This report is available to help you identify students who are in an overaward situation and to review disbursement information for students who have overawards. An overaward occurs when the student receives aid for an award period that exceeds the students COA or Need for that period. The Run Control will prompt for the following:

Institution

Aid Year

Career

Term When run this report generates three items:

1. NDUFA0032LNG.xls: This .XLS is referred to as the “long version.” It is a near copy of the delivered report with the addition of a few columns to aid in processing. This report has the following data:

ID

NAME

CREDITS

FA LOAD

FEDERAL AID (Y/N)

TOTAL COA

PRORATED EFC

NEED

NEED OVERAWARD

COA OVERAWARD

NEED-BASED AID

VERIFICATION FLAG

VERIFICATION STATUS

ITEM TYPE

ITEM TYPE DESCRIPTION

ACCEPTED AMOUNT 2. NDUFA0032LNG.pdf: This is PDF of the previous .XLS document. 3. NDUFA0032SHR.xls: This .XLS is referred to as the “short version.” It retains all

of the most important information from the “long version” but removes duplicate student rows that are created by the item type columns that are included in the long version. It has the following columns:

ID

NAME


Queries and Reports

10 February 2016

CREDITS

FA LOAD

FEDERAL AID (Y/N)

TOTAL COA

PRORATED EFC

NEED

NEED OVERAWARD

COA OVERAWARD

NEED-BASED AID

VERIFICATION FLAG

VERIFICATION STATUS


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Pell Grant with BA

Description Pell Grant with Baccalaureate


Report Details

This report indicates students who have an ACCEPTED Pell, SEOG or State Grant award greater than zero and who have either indicated on their ISIR that they have a degree or who have a degree posted on student records. Output shows name, EmplID, Offered Pell amount, Offered SEOG amount and Offered State Grant amount. If a degree is on student records, the output shows Degree, Term and the school granting the degree. If a student indicated on their FAFSA that they were enrolled in a teaching program (and therefore awarded Pell under the Teaching certificate exclusion), there is a Y in the Teaching Crt column. The .log file indicates number of records looked at and number found, if any.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Percentage With Aid

Description Percentage of Students With Aid


Report Details

Calculates the percentage of students with any undergraduate enrollment during the prompted aid year who received any disbursed aid. Uses history data; should not be run for the current aid year. Output is in a .csv file that contains each NDUS institution, number enrolled, number with aid, and percentage. The NDUS numbers reflect duplicated counts.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Perkins eMPN List

Description Perkins eMPN List

Process Name: NDU_FA_EMPN DR Number NDU_FA_0263

Report Details

Only available to Student Loan Service Center staff, as it provides information across all institutions. Provides the following global information for NDUS Perkins borrowers who have an electronic MPN. No prompts are required:

ID

Institution

Aid Year

Multi_year

eMPN Indicator

Signed Date

Signed Time

Received

Closed Date

Expire Date

Canceled Date

Form

Last Name

First Name

Initial

Address 1

Address 2

City State

Zip code

SSN

Phone

State

DL Number Sorted by EmplID


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Perkins Missing MPN Report

Description Perkins Missing Master Promissory Note (MPN) Report


Report Details

This .pdf report is designed to help you identify which students still need to complete a Perkins MPN. For students with an accepted Perkins award, it provides e-mail and postal mail address information to assist in contacting the student.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Perkins Wind Down

Description Perkins Wind Down Report

Process Name: NDU_FA_PRKN DR Number NDU_FA_0256

Report Details

Use the report at least annually to determine which currently Aid Year active students have a Perkins loan disbursed (per NSLDS) before 1 July 2015 at your institution, and who are in the same CIP (first 4 digits) and career now as they were when their Perkins was last disbursed before 1 July 2015. An otherwise eligible Perkins Loan recipient who was enrolled in an undeclared, undecided or general education major in a Title IV edible program would be eligible to receive a Perkins loan in subsequent years as a “grandfathered student” when the student has a specific declared major; once the student is enrolled in the specific academic program, that program becomes the one the student must continue to be enrolled in to receive subsequent Perkins Loans as a grandfathered student. Use the report each time you batch package to assign a User Variable Y/N Flag #3 (Packaging Variable) either manually or using Pop Update. See Pop Update document on the web for details on using that process. Use File Mapping EMPLID_ONLY_COL_2; you can import the list once but run it multiples times, once for each career represented in it. Packaging variables can be updated or viewed at Financial Aid > Awards > Award Processing > Assign Packaging Variables. If the last Perkins disbursement was prior to your school going live on Peoplesoft, these potentially eligible students are listed on the Error report. If you are able to determine that the first four digits of their CIP and the Career were the same then as now, the row could be copied and pasted onto the CIPMATCH report. Additionally, the report may show other students where the system was not able to match a disbursement date with a term. Students who do not already have a User Variable Y/N Flag 3 will show blank in that column. You may either edit the list, just run the entire list into Pop Update, or manually add the packaging variable to students with an “N” or blank. The output for both reports show:

Institution.

EmplID.

First Name.

Last Name.

Current Career.

User Variable Y/N Flag #3 (Y or N or blank).

Aid Year of latest Perkins disbursement before 30 June 2015, according to records in PeopleSoft.

Disbursement date of last disbursement shown on NSLDS records in Peoplesoft.


Queries and Reports

10 February 2016

CIP Code for Program/Plan indicated on the latest effective dated row of FA Term for the prompted term.

CIP Code for Program/Plan indicated on the latest effective dated row of FA Term in the term the latest Perkins disbursement was made before 1 July 2015.

After 1 October 2015, Perkins can only be packaged for students who meet the grandfathering criteria. If you are going to be using a User Variable Y/N Flag #3 (Packaging Variable), then your packaging plans need to be updated to only package Perkins for students who have the User Variable Y/N Flag #3 (Packaging Variable).


Queries and Reports

10 February 2016

Navigation Financial Aid > Loans > DL School Account Summary > Generate DLSAS Report

Description Produce DL School Account Summary

Process Name: FADLSAS4 DR Number NDU_FA_0193

Report Details

The delivered report has been modified to provide a .csv file. The monthly School Account Statement report prints the data in the DLSAS flat file from COD, which is created the first Saturday of each month for the preceding month. The original data that COD provides does not identify students by name, only by Loan ID number. When you run this report, the system matches the Loan IDs in the Loan Detail Records section of the report with the student ID to identify each student by name and

produces a csv file that lists Direct Loan information for students for the selected DL Batch ID. The csv file lists:

BORR name

EMPLID

SSN

DL loan ID

COMPL Loan ID

DISB #

DISB TYPE

SEQ #

DISB DATE

GROSS FEE

REBATE NET

NET ADJUST

TOT GROSS

TOT FEE

TOT REBATE

TOT NET

Disb book date


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Open Checklists

Description Open Checklists


Report Details

To assist you in identifying open checklists for use with NDU Verification Checklist Completion process. You can select up to 5 Checklists on the run control. Csv file lists EMPLID, Name, Checklist, and Due Date.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Program Review

Description Program Review


Report Details

During a 2013 U. S. Department of Education Program Review, this is the information requested. The report shows unduplicated students who have disbursed aid greater than zero during the prompted aid year. It displays:

SSN Last Name from ISIR First Name from ISIR Actual disbursement of Pell Actual total disbursement of federal SEOG Actual total disbursement fo TEACH Actual total gross disbursement of Federal Work Study Actual total disbursement of Perkins loans. Actual total disbursement of federal subsidized loans (less fees) Actual total disbursement of federal unsubsidized loans (less fees) Actual disbursement of federal PLUS loan (less fees) Current Enrollment Status for current year, final Enrollment Status for prior year:

A-approved leave of absence D - deceased F - full time G - graduated H - half time or more, but less than full time L - less than half time W - withdrawn X - never attended

Distance Education From the RTIV worksheet, it shows:

Withdrawal Date Date of Last Attendance (not available in our system) R2T4 Return Amountl Date of Return

Whether the student was selected for verification (Y/N) The list is sorted by last name. On the run control, select the Instructional Mode codes that are used by your institution for Distance Education.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU SAP Repeated Course Completion

Description SAP Repeated Course Completion


Report Details

Enter Institution and term; choose rather or not to receive a .csv output; a .pdf report will be created unless suppressed. To appear on this report the student must:

Be Aid Year Activated for the current year.

Be currently enrolled in a course that was passed at least twice before at the prompted school or who has passed the course once and has attempted the course more than twice.

The Course must not be marked as “repeatable”. If a student has repeatedly failed a course, then they will not appear until they have passed it at least once. Also, the SAP status is the current status, i.e. for the prompted term. Users should be aware that this status will be “Unknown” until either SAP or Ready Package has been run at least once for the current term ISIR minimum Effective Date is also listed.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Return TIV for Modules

Description Return TIV for Modules


Report Details

The run control allows you to indicate Term, the Address Usage and E-Mail Usage used on the report, and a “Dropped Since” Date. Only students with a Drop Date after that date will appear. You can also request the report “Include All Students With Drops”, which will cause the report to display students with drops regardless of whether the drops caused their Load to change. The report can be created as a .pdf, as a .csv, or in both formats. The report includes: student name,

EmplID,

Email, (based on prompted usage code),

FA credits,

Current credits

Remote credits for the term.

Pell offer amount for the term The dropped class and all remaining classes are grouped by Session. For remote credits, the same information is shown for the provider school. Weeks of Instruction is displayed; for dynamic date sessions, the report will display the calculated calendar weeks of the section up to the Weeks of Instruction value.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU SAP Collaborative Report

Description SAP Collaborative Report


Report Details

Provides information about each course that the student is enrolled in as a collaborative student, including course name, number of credits attempted, number of credits completed, grade and drop date, if any. The SAP evaluation process has to be run and the date has to be later thant Grade Posted date for the term before students will appear on the report.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU SEOG Matching for FISAP

Description SEOG Matching for FISAP


Report Details

For the FISAP, this report provides a list of students by school and aid year that have SEOG disbursed aid greater than 0. It shows:

Name

Emplid

SEOG disbursed amount

SEOG Offered Amount

Non-federal scholarship/grant disbursed amount

Standard EFC

Non Standard EFC

Whether the EFC is an automatic zero EFC (automatic Zero EFC flag = “Y”)

Dependency status (D = Dependent, I = Independent)

Enrollment status during the last term attended during the aid year (including summer). F== Full-time, T = Three-quarter time, H = Half-time, L= Less than half-time, N = Not Enrolled.

FISAP Total Income The FISAP Total Income (FTI) is one of the intermediate computed values on the SAR or on the ISIR. For dependent students, the FTI is the sum of TI and STI. For independent students, the FTI will be equal to the TI. To include a portion of the State Grant amount in the non-federal Grants and Scholarships column, enter the appropriate amount in the Percentage field in a NNN.nn format. On FA Item Type for State Grant , enter "SSIG" in the Institution Report Code so the system is able to identify the State Grant. Both a .pdf and .csv output are provided.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU State Grant Verif, SSIG

Description State Grant Enrollment Verification


Report Details

Enrollment verification for State Grant used by Registrar. Awards of an FA Item Type set up with an Institutional Reporting Code of SSIG will appear on this report. Available to FA and to Role NDUS SR STATE GRANT VERIFY Here’s the expected workflow:

• Ensure Remote Credits are entered before FA Census. • If the Registrar’s office has done drops/withdrawals retroactive to before FA Census, you will need to do over-rides to correct FA Term. • Your Registrar will run the report (after FA Census) based on instruction from the Board Office.

o If the report is run with the “Use Sophie directory” box unchecked, the results will appear in Process Monitor for review (i.e., “dry run”) o If the report is run with the “Use Sophie directory” box checked, the results will go directly to Sophie. Use a Remote File Path like /home/financialaid/state_grant/Prod/{your school folder}/TO_NDUS

• The Board Office will run a process to import and load the file directly into the State Grant software. • The Board Office will run a process to create disbursement files.

The report contains: • LAST NAME • FIRST NAME • MI • SSN • CAMPUS ID (i.e., EmplID -- May be blank) • LOAD

o Values are: F = Fulltime; T = Three quarter; H = Half-time; L = Less than Half-time; N = Not Enrolled. o These are the post-FA Census locked values from FA Term. o Load adjustments entered before FA Census are included.

• VERIFICATION o Values are: R = Required; N = Not Required; C = Completed; P = Required/Pending o This is the value from Packaging Status Summary. o If the value shows the student has completed verification, the disbursement hold in the State Grant software is released when this file is loaded.

• UNITS o Numerical value, such as 12. o Remote Credits entered before Census are included. FA Load must be manually adjusted when Remote Credits are entered.


Queries and Reports

10 February 2016

• TERM (Values are F = Fall, N =wiNter, P = sPring, S = Summer) • SCHOOL CODE (6 digit school code, such as 002992)


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU State Grant Reconciliation

Description State Grant Reconciliation


Report Details

In .csv format, lists students who have:

a State Grant accepted award greater than zero at a prompted school for the prompted term

or who have a State Grant disbursement from the NDUS for that school and term.

For the term, it is possible students may have an award at the school but not have an NDUS disbursement for the school, or for a student to have an NDUS disbursement for the school but no longer have an award greater than zero at the school. Output lists, for a prompted institution and term:

Name,

EmplId,

State Grant ID,

FA Load

Units FA,

Remote Units,

School Verification Status

School accepted SG award amount,

School SG disbursement amount,

State SG award authorized amount,

State SG disbursement amount

If appropriate, a second .csv output called “SG_ERRORS” lists students who could not be listed on the first report. The .AE_NDU_FA_0235_nnnnnnn.stdout file will display if there were errors. Errors could include:

1. No FA term data found 2. No PERS DAT data found 3. No SSAN data found 4. No Common ID (SBHE ID) found -- may result when student has different Names,

date of birth or SSNs at the school compared to in the SG system 5. No verification status found 6. No award data for SBHE disbursement 7. EMPLID not found for Common ID


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU State Schol Verif, NDAS/NDCT

Description State Scholarship Enrollment Verification


Report Details

Enrollment verification for ND Academic (NDAS) and ND Career and Technical Education (NDCT) scholarships; awards made with an FA Item Type set up with an Insititutional Reporting Code of NDAS or NDCT will appear on this report. The information on this report is primarily based on FA Term (Financial Aid > Financial Aid Term > Maintain Student FA Term) For this report to provide results, it must be run on or after FA Census. Additionally, for GPA to be populated, special GPAs must have been posted to student records in Term History. If the student does not have an FA Term on FA census date, then the first date that an FA Term is created will be in the Post Census Effdate field. An Ovrd Career (Override Career) of “Y” indicates an override was done, and the value used in the override is displayed in the Acad Career column. The Special GPA is the cumulative GPA including the grades for the prompted term. The Current GPA column displays the GPA for the prompted term. No values will be displayed if the report is run before grades are posted by the Registrar. The Incomplete column will display an asterisk if the student has a missing grade, an incomplete grade recorded or if the student was enrolled in classes that were Pass/Fail or Satisfactory/Unsatisfactory. Please note that Total is the student’s total enrollment for the term regardless of whether the credits are counting towards their Acad Career. This report is used by Registrar; it requires Role NDUS SR STATE GRANT VERIFY. Your Registrar will run the report (after FA Census) based on instruction from the Board Office.

If the report is run with the “Use Sophie directory” box unchecked, the results will appear in Process Monitor for review (i.e., “dry run”)

If the report is run with the “Use Sophie directory” box checked, the results will go directly to Sophie. It pre-fills with a Remote File Path like /home/financialaid/state_grant/Prod/{your school folder}/TO_NDUS


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Student Indebtedness Report

Description Student Indebtedness Report


Report Details

Provides an average loan debt estimate (based on the Accepted Balance from disbursed loans) for non-transfer, first-time undergraduate students who started at the institution and who completed their program during the specified aid year. It includes only loans made to students while enrolled at the institution, and provides information on average amounts for subsidized/unsubsidized (called Federal Student Loans), for subsidized federal loans, for unsubsidized federal loans, for federal Perkins loans, for alternative loans, for any other loans in your system (institutional loans or nursing loans for example) and an average for all loans. Averages are shown for each institution, for groupings by type of institution, and for NDUS. The averages on this report will vary from the Common Data Set, as that is looking at students who completed their program from 1 July through 30 June of a particular year, so the summer graduates will be reported differently.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Tuition Residency Errors

Description Tuition Residency Errors


Report Details

Complete the set –up at NDU Applications > NDU Financial Aid > Setup > NDU Tuition Residency Setup to match each of the institution’s budget tuition codes to one or more residency code. It displays the Budget Item Code, Residency Code, Tuition Residency, FA Load and Current Load to help you find students where their residency has changed since they were budgeted. The report identifies students where there is a mismatch between the official residency and the budget tuition code.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Verification Holds on Loan

Description Verification Holds on Loan


Report Details

Indicates loans that have transmitted where the borrower has a verification flag of "required" (R). Also indicates students with a verfication flag of "completed" (C) who have loans that are on hold.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Verification Low Income

Description Verification Selection - Low Income


Query Details Used to obtain a list of dependent students who were not selected for verification, but who have a parent AGI of less than the prompted amount or independent students who have an AGI of less than the prompted amount. Allows user to enter Academic Institution, Aid Year, From Date and target AGI. Do not enter more than 10 digits in the AGI field. Excludes students who have an Aid Application Status of Cancelled on Packaging Status Summary. Career is obtained from FA Term; if FA Term has not yet been built for the student, report looks for Career, Academic Program, and Admit Term from Applicant Progression. Report .csv output displays:

EmplID from ISIR STUDENT

Name from STDNT_AID_SRCH

Verification Status

Career

Academic Program

Admit Term

Admit Status

Dependency Status ( ISIR_STUDENT)

Student AGI (ISIR_STUDENT.AGI)

Spouse Income (ISIR_STUDENT.SPS_EARNED_INCOME)

Student Income (ISIR_STUDENT.STD_EARNED_INCOME)

Student Cash savings (ISIR_STUDENT.CASH_SAVINGS)

Student Untaxed income total (ISIR_STUDENT.TOTAL_FROM_WS3)

Parent AGI (ISIR_PARENT.AGI )

Father Income (ISIR_PARENT.FATHER_INCOME)

Mother Income (ISIR_PARENT.MOTHER_INCOME)

Parent Cash savings (ISIR_PARENT.CASH_SAVINGS)

Parent Untaxed income total (ISIR_PARENT.TOTAL_FROM_WS3)

Dependent Student Family size (ISIR_PARENT.NUMBER_IN_FAMILY) or Independent Student Family size (ISIR_STUDENT.NUM_FAMILY_MEMBERS)

Dependent Student Number in college (ISIR_PARENT.NUM_IN_COLLEGE) or Independent Student Number in college (ISIR_STUDENT.NUMBER_IN_COLLEGE)


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Veteran Housing

Description Veteran Housing


Report Details

The report looks in the following places to attempt to identify active duty military:

Students who indicated on their ISIR that they or their parent received a military allowance (ST BAS or PA BAS columns on the report);

Students who indicated on their ISIR that they are active duty military (AD column on the report);

Students who live in particular zip codes you enter (GFAFB is 58204; MAFB is 58704) (Zip column on the report);

Students who indicate on their admissions application that they are active duty or are the dependent of an active duty service member (Vet column on the report).

A “Y” will be in the appropriate column to indicate where the information was first found. Enter the address usage and e-mail usage parameters that will best help you contact those individuals given the time of year. You can prompt for a date range, so you can run the report to just look at ISIRs that were completed since you last ran the report. The report output is in .csv format, which can be opened in Excel, and provides e-mail and address information, so you can mail merge correspondence in the event you need to obtain further information from the individual.


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Unearned Failing Grades

Description Unearned Failing Grades


Report Details

For the prompted institution and term, the report will list, in .csv format, students who have a FN, FNN, UN or UNN grade recorded on the Grade Roster. If the All Term Classes box is checked, grades for all the classes for this population of students during this term will be displayed. If the box is unchecked, only the term classes with FN, FNN, UN or UNN grades will show As noted above, grades for this report reflect what the instructor entered on the Grade Roster rather than official grades. An exception is withdrawals, which are not entered by the instructor, so the “official” grade of W is displayed on the report. The report lists:

Last Name

First Name

EmplID

Career

Class number

Session for that class

Session Start Date for that class

Grade for that class

Units for that class

FA Load from FA Term

Academic Load from FA Term

FA Unit Taken from FA Term

Remote Credits, if any, from FA Term

AY Pell award amount

AY Subsidized Stafford award amount

AY Unsubsidized Stafford award amount

Last Date of Attendance as recorded on the Grade Roster

Note, if any, from the Grade Roster


Queries and Reports

10 February 2016

Navigation NDU Applications > NDU Financial Aid > Report > NDU Unofficial Withdrawal

Description Unofficial Withdrawal


Report Details

Used for Return of Title IV to determine which students may have left school without withdrawing. Includes the name and email address of instructors, as well as a .csv file so schools can do a mail merge to contact faculty members about students on the report. Shows students who have no completed credits for the term and who are not withdrawn; provides option to also display officially Withdrawn students; excludes Law and Med careers. Both output types include remote credits, the number of credits for the course and the Last Date of Attendance field from the Grade Roster.

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