Selecting and Sending Pell Data Request Types


Concept


Steps:

  1. Begin by navigating to the Pell Data Request page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the File Management link.

    Step 2
  3. Click the Create Pell Data Request link.

    Step 3
  4. Click in the Aid Year field.

    Step 4
  5. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2006"
    .

    Step 5
  6. Click in the Pell ID Reporting field.

    Step 6
  7. Enter the desired information into the Pell ID Reporting field. Enter

     a valid value
     e.g.
     "001315"
    .

    Step 7
  8. Click in the Attended Pell ID field.

    Step 8
  9. Enter the desired information into the Attended Pell ID field. Enter

     a valid value
     e.g.
     "001315"
    .

    Step 9
  10. Click the Search button.

    Step 10
  11. Use the Pell Data Request page to select the type of data request that you want.

    Step 11
  12. Click in the Request Type field.

    Step 12
  13. For the Request Type field, you can select to request multiple reporting information, reconciliation information, or funding levels and transactions with GAPS.

     

    You can also select to receive a summary of how many originations and disbursements were sent out and how many rejections and message codes you received based on year -to-date.

     

    Click the Multiple Reporting list item.

    Step 13
  14. Use the Multiple Report Request Code 1 field to select either Disbursed Records or Originated Records.

     

    For example, you can base the request on disbursements and select Disbursed Records to see if another school has disbursed to the student.

     

    Click the Multiple Report Request Code 1 list.

    Step 14
  15. Click the Disbursed Records list item.

    Step 15
  16. Use the Multiple Report Request Code 2 field to select All Students, Selected Institution, or Selected Students.

     

    Click the Multiple Report Request Code 2 list.

    Step 16
  17. Click the Selected Students list item.

    Step 17
  18. The Institution, YTD Request ID, and Student buttons are available depending on the criteria that you set up in the Request Type and Multiple Report Request Code 1, and Multiple Report Request Code 2 fields.

     

    In this topic, the Student button is available.

    Step 18
  19. Click the Student button.

    Step 19
  20. Use the By Student page to search for and select a specific student.

    Step 20
  21. Enter the desired information into the MRR Student ID field. Enter

     a valid value
     e.g.
     "FA0861"
    .

    Step 21
  22. Click the OK button.

    Step 22
  23. Click the Save button.

    Step 23
  24. Click the Generate Pell Phase-In Data link.

    Step 24
  25. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

    Step 25
  26. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for the future.

     

    In this topic, you will search for an existing value.

     

    Click the Search button.

    Step 26
  27. Use the Pell Out page to send Pell data requests by moving them from the database to the outbound staging tables.

     

    On this page you'll enter your request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 27
  28. Click in the Aid Year field.

    Step 28
  29. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2006"
    .

    Step 29
  30. Click in the Pell ID field.

    Step 30
  31. The Pell ID is the identification code assigned to your institution by the Department of Education.

     

    Enter the desired information into the Pell ID field. Enter

     a valid value
     e.g.
     "001315"
    .

    Step 31
  32. Click the Pell Data Request Outbound option.

    Step 32
  33. At this point, you would continue to run the Pell Out process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for examples of running a process.

    Step 33

You have successfully selected multiple reporting as a Pell data request type for a selected student and sent the request.

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