Colleague Financial
Aid Rule Writing &
Troubleshooting
Presented by:
Colleen Olsen
Financial Aid Coordinator
Elmhurst College
May 21, 2013
1
Introduction to FA Rule Writing
•
•
•
•
•
Where rules are used in FA module
How rules are evaluated
Elements required to write rules
Rules versus Rule Tables
Define the steps used to write rules
– Decide on the rule that needs to be written
– Conduct research to find the data needed
– Map out the rules needed and code them in the
system
– Test the rules with test data
2
What are Rules?
• They allow institutions to customize a method of action
in the FA Module within Colleague.
• Rules can often be used instead of custom
programming, keeping IT out of the process
• They can be a means of interpreting an institution’s
policy so that Colleague can understand and react to
that policy.
• Depending on how complex the rules are, they fall
anywhere between reporting and custom programming.
• They are used where is flexibility is needed due to the
variety of institutional policies that are present.
3
Where are rules used in FA?
General Set-Up
LCRL- Location Rule Table
FRCP- FA Registration Credit Rules
PATR- Attendance Pattern Rule Table
FPRL- Full/Part Time Rules
GEC- Global Eligibility Rules
AEC- Award Eligibility Rules
BDRL- Budget Definition Rules
screen)
SBRD- Student Budget Rules
AAXL- Award AR Transmit Limits
AAD- Award Amount Definition
Communication Management:
CRA- Correspondence Request Assignment
CRRD- Correspondence Request Definition
DOC- Document Paragraph Rules
Packaging:
PDRL- Packaging Definition Rule Table
PCRL- Packaging CB/Inst. Rules (sub-
PERL- Packaging Eligibility Rules (sub-screen)
PARL- Packaging Amount Rules (sub-screen)
PCTR- Packaging Percent Rules (sub-screen)
PGRL- Packaging Group Rules (sub-screen)
PYRL- Packaging Years (sub-screen)
Electronic Loan Processing:
HRRL- Loan/Hold Release
LTRL- Loan Processing Rule Table
Satisfactory Academic Progress:
SPTD- SAP Type Definition (Multiple Rules)
Web Advisor/Awards:
ADRL- Award Letter
ALRT- Award Letter Rule Table
4
How are rules evaluated?
• The result initially from the evaluation of a rule is either Pass or Fail, no
matter how complicated the rule.
• In FA, there are processes that require multiple rules to be evaluated.
(Example: Budget Rules, Eligibility Rules, Correspondence Request
Rules)
• Three ways that Colleague deals with multiple rules:
The first rule is passed and the attached result is assigned;
therefore the order of your rules is extremely important.
All of the rules are evaluated and then the results of all
passed rules are assigned.
All of the rules are evaluated and must pass in order for any
results to be assigned.
5
FIRST TRUE RULE…ex. PATR/SPTD/BDRL
We have 12 SAP Status Rules which assign an associated status
Once the student passes a SAP Rule, they are assigned this Status and will not be evaluated against
any rules further down into the table
6
Our SAP rules:
These are all of the possible 12 rules that a student could be evaluated
against at our institution until they passed one rule, and then they would be
assigned the appropriate SAP Status.
SAP Status Rules
SAP Status
FASSAT (SPTD) SAP SAT
S Satisfactory
FASAP2 (SPTD) Acad Prob2
AP2 Acad. Probation Plan Term2
FASAP3 (SPTD) AP 3
AP3 Acad. Probation Plan Term3
FASTERM (SPTD) Terminated
T Terminated
FASMAX (SPTD) MAX TIMEFRAME
MAX Maximum Time Frame Exceeded
FASNMX (SPTD) NEAR MAX TIMEFRA
FASSB (SPTD) SAP SUS BOTH
NMX Nearing Max Time Frame
SB Susp Both GPA CMPL Rate
FASSG (SPTD) SUSP GPA
SG Suspend GPA
FASSP (SPTD)SAP PASS RATE
SC Suspend Completion Rate
FASWB (SPTD) SAP WARN BOTH
WB Warn Both GPA CMPL Rate
FASWG (SPTD) SAP WARN GPA
WG Warn GPA
FASWP (SPTD) WARN PASS
WC Warn Completion Rate
7
ALL TRUE RULES…ex SBRD/CRRD/DOC
All of the rules are evaluated and then the results of all passed rules are assigned.
8
All Rules must PASS…ex AEC/FRCP/GEC
Award “GSL”
contains 3
Rules
9
Elements required to write rules
• Primary File View: determines the data elements available to us
in writing the rule – using co-files, pointers and computed
columns allow access to data from other files
• Rule Connectives: determine how the rule is processed –
WITH, AND, EVERY, OR, WE (WITHEVERY), ORWITH,
OREVERY, OWE (ORWITHEVERY)
• Left Hand Expression: must be a Field in the Run-Time Central
Data Dictionary (CDD) – available fields determined by Primary
File View
• Relation: how to associate the Left Hand Expression to the Right
Hand Expression
• Right Hand Expression: may be a literal value in quotation
marks or a field from the Run-Time CDD (no quotation marks)
10
How do you determine the Primary File View?
Write rules from within the FA process where the rules will
be evaluated.
If you do a “Look Up” (…) on the field for the Primary File View on your rule,
your view will be limited to the files from which you SHOULD choose! For
example, rules on the Award Eligibility Criteria (AEC) form are limited to the
TA.ACYR or TL.ACYR files for the Primary File View.
The typical files used in the FA module as the Primary File
View are the *.ACYR file suite files, FIN.AID
SA.ACYR or CS.ACYR --Budgets (SBRD), Attendance Pattern (PATR),
Packager (PERL, PARL)
CS.ACYR-- (Correspondence Request rules (CRRD), MAILING
(Paragraph rules for DOC)
TA.ACYR --(Transmittal rules (GEC/AEC)
11
Co-Files in Colleague
Primary File Views used in FA: Sample Co-Files
CS.ACYR: PERSON, FIN.AID, SA.ACYR, MAILING, etc.
(any file keyed by the Colleague ID number)
TA.ACYR: No Co-files
SAP.RESULTS: No Co-files
MAILING: PERSON, FIN.AID, CS.ACYR, SA.ACYR, etc.
(any file keyed by the Colleague ID number)
You may use any data element from any co-file in your rule.
12
Co-file rule example:
Primary file view is CS.ACYR, but field is in a co-file
13
Co-file rule example:
Age is in the PERSON file, a co-file of CS.ACYR
AGE can be used in this rule, as
could any other data element in
PERSON, or any other co-file
14
Pointers in Colleague
• If you can’t use a co-file, use a pointer!
• Pointers get us from the “Primary file view” to
another file which contains data we need, and
whose “key” is different from our primary file.
• Can be single-valued (X), or multivalued (Q)
• You may need to build pointers in RDEL on
occasion, or simply “reset” a pointer by pulling it
up on RDEL and saving out.
15
Pointers in Colleague
Frequently needed in the “USING” field on the
RLDT form (detail from RLDE)
– If you are taken to this detail form when writing a
rule, you MUST enter some pointer value in the
“USING” field or your rule will not return a value
(the system does not know how to find the
necessary value)
– Do a “lookup” to find the available pointers from
which you should choose
16
Pointers in Colleague, example
• CS.ACYR ISIR.FAFSA
– CS.ACYR contains CS.FED.ISIR.ID, type X
• The SINGLE key to the current Federally Flagged ISIR on
NASU
• The CS.FED.ISIR.ID is a pointer to ALL ISIR files (they all
use the same key)
– CS.ACYR contains CS.ISIR.TRANS.IDS, type Q
• The keys to ALL imported ISIRs for this student for ALL
ISIR files
17
SNIP
18
Data Element, delivered X pointer
Note that this
pointer points to
multiple files
19
Data Element, delivered Q pointer
20
Virtual Field, custom pointer
FA.ACAD.LEVELS
Computed Column Code
string[] xlResult1;
key xKeyStudents for file Students;
xKeyStudents = vFaStudentId; xlResult1 = vlStuAcadLevels;
return xlResult1;
21
Rules vs Rule Tables
Rules
• Stored in the RULES file
• Not inherently year specific
• Rules file is shared by all modules
• One or more pass/fail statements
Rule Tables
• Stored in the RULE.TABLE.ACYR File
• Year- specific
• Used by the Financial Aid module only
• One or more rules OR a default value
22
Developing Rules
Five Necessary Steps to proper rule Development
1. Articulate the rule
2. Research your data elements using provided
tools
3. Write the rule in English statements
4. Code the rule in the system
5. Test, test, test!
23
Step 1: Articulate the rule
• What is the purpose of the rule?
• Write down exactly what you want from the rule
– Computers do not make assumptions, you must
clearly define your expectations
• Define your rule in English statements
24
Step 2: Research your data elements
• How do you identify fields in FA?
– FIELD HELP while on the field you need
• Colleague File & File Suites
– Information on file suites is in the learning guide
• Know the commonly used FA files used in rules
– CS.ACYR (person ID key)
– TA.ACYR
– SA.ACYR
– And all co-files
25
Step 2: Research—field help
26
Step 2: Research—field NAME
27
Step 2: Research—RFEI
• RFEI is the data structure of the file
– File key (you can determine any co-files)
– Data elements
– virtual fields/computed columns
Recognize all associated fields, single and
multi-value pointers, etc.
28
Step 2: Research—RFEI
29
Step 3: Write the rule in English
• Writing out the rule in plain English is the most efficient way
to begin
• It provides back-up documentation if the rule needs to be
reconstructed
30
Step 4: Code the rules--RLDE
• Accessing the RLDE form from the
mnemonic that drives the rule ensures that
the rule will be created from the correct view
• Recommend entering the “English statement”
rule in the comments area for completeness,
or at the very least, the “purpose” for the rule
– Allows those coming behind you to see the intent
of the rule if someone modifies your rule.
31
RLDE—FAAECRED sample rule
32
RLDE—Context for primary file!
From AEC, we have 2 files when we “lookup” our
primary file view. Note that if we go straight in
from RLDE how that changes
33
34
RLDE--Rule example--FABRON
Not in my file, this is an APPLICATION
field—need a pointer!
35
Rule detail form, RLDT
Enter your “using” pointer value here
36
Rule example from AEC example, above
**This First Rule
in “GSL” is
checking the
RULE ID
FAAECRED to
see if the
student is
registered at
least half-time
37
Example from AEC, rule 2
**This Second
Rule within
“GSL” is
checking Rule
Id FAAEENTI
to see if a
student has
completed
“Entrance
Counseling”
38
Example from AEC, rule 3
Rule ID FAAEMPN **This last rule within “GSL” is for
checking to see if a student has an MPN.
39
Step 5: Test, Test, Test!
•
•
•
•
RLTD and RTVF
VES for transmittals (detail on failed rule)
SBGT or SBRV
PKCR in ERV mode
40
RLTD—Rule Test and Debug
• Must have a key to the primary file
• If the rule is written from an ACYR file, you
must enter the year
– Pay attention to the primary file
– Errors out if you enter a year for a non-acyr file
• Valid field if ‘passes’
• Invalid field if it does not
41
RLTD—Rule test and debug
42
RLTD—Primary file and Record ID
43
RLTD—passing example
44
RLTD—failure
45
RTVF—Virtual Field Test & Debug
• Am I getting the proper result from my
virtual field?
• Enter Data Element
• If an ACYR Primary file, enter year
• Enter Record ID from Primary file
– Remember if a co-file of PERSON, you must
enter the 7 digit ID including leading zeros
46
RTVF—Virtual field test and debug
47
RTVF—Data returned
48
RTVF—No data returned
49
VES—Test Transmittal Rules
• Transmittal rules entered on AEC & GEC
• Failed transmittal rules on FATR
– FATR doesn’t tell you WHY, only the rule that
failed
– You can use RLTD on individual rules OR
• VES for the Award Period
– Pass/Fail status for all awards (AEC)
– Indicates whether the student passed global
(GEC)
50
Testing AEC/GEC rules via VES
Enter year, student ID and award period
51
VESAWED
Detail on a “failed” award
to determine the rules the
student is not passing. You
can further detail to see the
results of the rule on REDT
52
Budgets
• SBGT in Detailed Rule mode gives
pass/fail on budget rules
– Does not show all lines in rule, but does
display student “return” values
– Shows Pass/Fail value for rule
• SBRV—Budget Validation
– Shows details and return values, as well as
columns for pass/fail for the condition
– Shows Pass/Fail value for rule
53
SBGT—Detailed Rule information
54
SBGT with Detailed Rule Information = Yes
Feb 01 2013
09:58AM
0094058
Batch FA Budget Assignment
Budget Year: 2012 Budget Duration Override:
*** SIMULATION MODE - NO FILES ARE UPDATED ***
Page 1
Que, Susie
Rule ID: FABGRSFT Graduate Full-Time
4 Components: GRBKFT,GRFEES,GRTUM,GRHO
Rule Failed
Connector
Left-hand Expression
Value
Re
Right-hand Expression
Value
Eval
--------- ---------------------------- --------------------------- -- ------------------------------------------------------------------------------------------ --------------------------- ---WITH
STU.CURRENT.RESIDENCY.STATUS UG
EQ
"GR","CS"
Fail
ORWITH
STU.CURRENT.RESIDENCY.STATUS UG
EQ
""
Fail
Rule ID: FABUGFT Ug D/I Full-Time Resident
UGBKFT
UGFEES
UGHR
1 Components: UGTUBLK
"UG"
"D", "I"
"1"
Rule Passed
Pass
Pass
Pass
Rule ID: FABUGFLP Ug Dep With Parent
5 Components: UGTUBLK,UGFEES,UGBKFT,UGFTOC,UGBCD
Rule Failed
Connector
Left-hand Expression
Value
Re
Right-hand Expression
Value
Eval
--------- ---------------------------- --------------------------- -- ---------------------------- ------------------------------------------------------------------------------------------ ---WITH
STU.CURRENT.RESIDENCY.STATUS UG
EQ
"UG"
Pass
AND
IFAF.DEPENDENCY
D
EQ
"D"
Pass
AND
CS.ISIR.HOUSING.CODE
1
EQ
"2"
Fail
ORWITH
STU.CURRENT.RESIDENCY.STATUS UG
EQ
""
Fail
***** INDIVIDUAL WAS ASSIGNED A BUDGET AND HAS EXISTING AWARDS *****
MULTIPLIERS
------------Type Factor
---- ------ |
|
| Zero
|Component
---------
YR
TR
MO
CR
NF
|
|
|
|
|
1
2
9.00
24.00
5
Component Codes
-------------------------- -
CB
INST
---------------------- ---------------------Frozen Status Cost Type Amt Ovr
Cost Type Amt Ovr
----- ------ ----- ---- ----- ----- ----- ---- ----- ----- ----- -----
UGTUBLK UG Tuition FT Bloc
UGBKFT Ug Books-Ft
UGFEES UG Required Fees
UGHR Ug Resident Housing
UGBRD Ug Resident Board Ft
UGFTRO Ug Other Costs-Ft
A
A
A
A
A
A
14040
500
650
3635
2825
650
TR
TR
TR
TR
TR
TR
28080
14040 TR 28080
1000
500 TR 1000
1300
650 TR 1300
7270
3635 TR 7270
5650
2825 TR 5650
1300
650 TR 1300
=====
=====
Total Expenses:
44600
44600
55
PELL
----------Amt Ovr
28080
1000
1300
7270
5650
1300
=====
44600
SBRV—Budget Rule Verification
Mar 01 2013
12:11PM
0094058
Student Rule Verification
Academic Year: 2012
Pa ge
1
Susie Que
Rule ID: FABGRSFT Graduate Full-Time
Connector Left-hand Expression
--------- ---------------------------WITH
STU.CURRENT.RESIDENCY.STATUS
ORWITH
STU.CURRENT.RESIDENCY.STATUS
AND
APPL.RESIDENCY.STATUS
4 Components: GRBKFT,GRFEES,GRTUM,GRHO
Rule Failed
Value
Re Right-hand Expression
Value
Eval
--------------------------- -- ---------------------------- --------------------------- ---UG
EQ "GR","CS"
Fail
UG
EQ "","UG"
Pass
UG
EQ "GR","CS"
Fail
Rule ID: FABUGFT Ug D/I Full-Time Resident
6 Components: UGTUBLK,UGBKFT,UGFEES,UGHR,UGBRD,UGFTRO Rule Passed
Connector Left-hand Expression
Value
Re Right-hand Expression
Value
Eval
--------- ---------------------------- --------------------------- -- ---------------------------- --------------------------- ---WITH
STU.CURRENT.RESIDENCY.STATUS UG
EQ "UG"
Pass
AND
CS.ISIR.HOUSING.CODE
1
EQ "1"
Pass
AND
APPL.TERM.REPORTING.YEAR
2012
NE CS.YEAR
Fail
ORWITH
STU.CURRENT.RESIDENCY.STATUS UG
EQ "","UG"
Pass
AND
APPL.RESIDENCY.STATUS
UG
EQ "UG"
Pass
AND
CS.ISIR.HOUSING.CODE
1
EQ "1"
Pass
AND
APPL.TERM.REPORTING.YEAR
2012
EQ CS.YEAR
Pass
Rule ID: FABUGFLP Ug Dep With Parent
Connector Left-hand Expression
--------- ---------------------------WITH
STU.CURRENT.RESIDENCY.STATUS
AND
IFAF.DEPENDENCY
AND
CS.ISIR.HOUSING.CODE
ORWITH
STU.CURRENT.RESIDENCY.STATUS
AND
APPL.RESIDENCY.STATUS
AND
IFAF.DEPENDENCY
AND
APPL.HOUSING.DESIRED.FLAG
5 Components: UGTUBLK,UGFEES,UGBKFT,UGFTOC,UGBCD
Rule Failed
Value
Re Right-hand Expression
Value
Eval
--------------------------- -- ---------------------------- --------------------------- ---UG
EQ 'UG'
Pass
D
EQ 'D','X'
Pass
1
EQ '2'
Fail
UG
EQ '','UG'
Pass
UG
EQ 'UG'
Pass
D
EQ 'D','X'
Pass
Y
EQ 'N'
No
Fail
Rule ID: FABUGFOC Ug Full-Time Dependent Off-Campus
5 Components: UGBKFT,UGFEES,UGTUBLK,UGFTOC,UGHOCD
Rule Failed
Connector Left-hand Expression
Value
Re Right-hand Expression
Value
Eval
--------- ---------------------------- --------------------------- -- ---------------------------- --------------------------- ---WITH
STU.CURRENT.RESIDENCY.STATUS UG
EQ 'UG'
Pass
AND
IFAF.DEPENDENCY
D
EQ 'D','X'
Pass
AND
CS.ISIR.HOUSING.CODE
1
EQ '3'
Fail
ORWITH
STU.CURRENT.RESIDENCY.STATUS UG
EQ '','UG'
Pass
AND
APPL.RESIDENCY.STATUS
UG
EQ 'UG'
Pass
AND
IFAF.DEPENDENCY
D
EQ 'D','X'
Pass
AND
CS.ISIR.HOUSING.CODE
1
EQ '3'
Fail
56
PKCR—ERV (Expanded Rule Validation)
• To find packager related issues, ERV mode
provides all rules with pass/fail on LINES
only.
• No “pass/fail” at the rule level
– RESULTS, though from each section
• Global eligibility, Packaging Group, Need/Gift Percent,
Category eligibility, Award eligibility, Amount rules, etc.
• Take care not to “print”, report can be very
large depending on your rules
57
PKCR—ERV (Expanded Rule Validation)
58
PKCR in ERV mode—can be a LONG report, use caution
when printing (excerpt of a 20 page report for one student)
March 06 2012
10:19
AUTOMATIC PACKAGING REPORT
Page 1
STUDENT PACKAGING SECTION - REPORT ONLY MODE (NOT UPDATED)
*************************************************Student ID: 0570322***
Student Name
Soc Sec No.
Packaging Group
Attendance Pattern
0570322
Susie Que
xxx-xx-xxxx
NEWTF New Traditiona
TFFD Trad Ft Fa/Spr Dormitory
****Original Package****
*******New Package*******
Award Amount Comment
Award
Amount Origination
PELL
1300.00 Packaged
PHEAA 3924.00 Packaged
CATH 2000.00 Packaged
OUTD 2000.00 Packaged
CROSN 2000.00 Packaged
CSCHN 12000.00 Packaged
DSUB 3500.00 Packaged
SEOG
960.00 Packaged
OFFWS 1500.00 Packaged
DUSUB 2000.00 Packaged
========================================INITIALIZATION Student ID: 0570322 Susie Que========================================
Packaging Definition
Pkg Def Rule Table ID: DFLTPKDF from Default
Results: FIRST
From Recalculations - Rule: DFLTPKDF from Default
****Rule: Rule ID Connect
Left-Hand Dictionary Element
Left Rslt
Operator Right-Hand Dict. Element Right Rslt PorF Rule Rslt
** 1.1 : FPK_FRST WITH
APPL.ADMIT.STATUS
TF
EQ
'TT','RTT'
TT,RTT Fail
FIRST
** 1.2 :
AND
APPL.TERM.REPORTING.YEAR
2012
EQ
SA.YEAR
2012
Pass
** 1.3 :
AND
APPL.ACAD.LEVEL
UG
EQ
'UG'
UG
Pass
** 1.4 :
AND
APPL.STUDENT.TYPE
TRAD
EQ
'TRAD'
TRAD
Pass
** 1.5 :
ORWITH APPL.ADMIT.STATUS
TF
EQ
'TF','RTF'
TF,RTF
Pass
** 1.6 :
AND
APPL.TERM.REPORTING.YEAR
2012
EQ
SA.YEAR
2012
Pass
** 1.7 :
AND
APPL.RATING
120
NE
''
Pass
** 1.8 :
AND
APPL.ACAD.LEVEL
UG
EQ
'UG'
UG
Pass
** 1.9 :
AND
APPL.STUDENT.TYPE
TRAD
EQ
'TRAD'
TRAD
Pass
** 2.1 : FPK_OTRD WITH STU.CURRENT.TYPE
EQ
'TRAD'
TRAD
Fail
OTRAD
** 2.2 :
AND
FA.SA.YEARS
2012
NE
SA.YEAR
2012
Fail
** 2.3 :
AND
C00.FA.COUNT.SA
1
GE
'1'
1
Pass
** 2.4 :
AND
FA.CRED.COMP
GT
'1'
1.00
Fail
Results: TFFD
Results: FIRST
59
PKCR cont.
Global Eligibility: FIRST_GLOB
****Rule: Rule ID
Connect Left-Hand Dictionary Element
** 1.1 : F_NO_REJ
WITH CS.FED.DEPENDENCY
** 2.1 : FPK_EFC
WITH CS.FC
** 2.2 :
AND
CS.FC
** 3.1 : FPK_BDGT
WITH CS.COMP.ID
** 4.1 : FPK_ADMT
WITH
APPL.TERM.REPORTING.YEAR
** 5.1 : FPK_ATH
WITH
APP.RECRUIT.PURPOSES
** 5.2 :
ORWITH APP.RECRUIT.PURPOSES
** 5.3 :
AND
APP.MISC1
** 5.4 :
AND
APP.MISC1
** 6.1 : FPKRATED
WITH APPL.RATING
** 6.2 :
AND
APPL.TERM.REPORTING.YEAR
Results: Eligible
(MUST PASS ALL RULES)
Package Group
From Packaging Rule: PGR_FIRST
****Rule: Rule ID
Connect Left-Hand Dictionary Element
** 1.1 : FA_NEWTF
WITH APPL.ADMIT.STATUS
** 1.2 :
AND
APPL.TERM.REPORTING.YEAR
** 2.1 : FA_NEWTT
WITH APPL.ADMIT.STATUS
** 2.2 :
AND
APPL.TERM.REPORTING.YEAR
Results: NEWTF (FIRST TRUE RULE)
Attendance Pattern
From Student: TFFD
Year in College
Campus Bases
CB Cost From Student Budget..: 35780.00
CB FC
..........................: 4233.00
CB Need
........................: 31547.00
Institutional
Inst Cost From Student Budget..: 32760.00
Inst FC
........................: 4233.00
Inst Need
......................: 28527.00
Gift
Gift Cost Percent
No Rule - use 100.00%: 100.00
Gift Need Percent
From Packaging Rule: NEED_PCT
Left Rslt
D
4233
4233
BKSPFT,TUF
2012
ADCAT,ADOU
ADCAT,ADOU
120
2012
Operator
EQ
NE
GE
NE
EQ
EQ
NE
NE
UNLIKE
NE
EQ
Right-Hand Dict. Element
'I','D'
''
'0'
‘'
CS.YEAR
‘'
‘'
''
'AD...'
‘'
CS.YEAR
Right Rslt PorF Rule Rslt
I,D
Pass
Pass
0
Pass
Pass
2012
Pass
Pass
Fail
Pass
AD...
Pass
Pass
2012
Pass
Left Rslt
TF
2012
TF
2012
Operator Right-Hand Dict. Element
EQ
'TF','RTF'
EQ
SA.YEAR
EQ
'TT','RTT'
EQ
SA.YEAR
Right Rslt PorF Rule Rslt
TF,RTF Pass NEWTF
2012
Pass
TT,RTT Fail NEWTT
2012
Pass
****Rule record had no rules or subroutine - use default
Results: 90.00
60
Resources!!
• The “Financial Aid Learning Guide”
– Someone on your campus very likely went to FA
training…find the manual
• Rules and Rule Tables Chapter
• The ENTIRE appendix
•
•
•
AnswerNet document 2909
Session Handouts (from ellucianLive 2013, presented with Sheri Johnson, ellucian)
– Where rules are used spreadsheet
– Sample Rules spreadsheet
Session 1864 Handouts from ellucianLive 2013
– Understanding the Architecture of Colleague FA
61
Questions?
• Colleen Olsen
– FA Coordinator, Elmhurst College
– olsenc@elmhurst.edu
Thank you!
62