Presentation on theme: "Viewing Self-Service Financial Aid Award Letter USM Conference June 2, 2009."— Presentation transcript:
Viewing Self-Service Financial Aid Award Letter USM Conference June 2, 2009
2 2 Presenters Angie Hovatter, Frostburg State University Jill Palla, CedarCrestone
3 3 Agenda What are we trying to do??!! Advantages/Benefits Technical Requirements Forms Engine Setup Award Notification Letter Setup Self-Service Setup Award Letter Design in Forms Editor
What are we trying to do?
Student Self-Service View New Link
Award Letter as PDF
8 8 Technical Steps for GhostScript 1) Install GhostScript onto Application Server (can be downloaded from sourceforge.net). Note the installation directory. 2) Define system-wide environment variable called ghost_home as the GhostScript directory. For example, ghost_home=C:\PROGRA~1\gs\gs8.64 It is important that your environment variable not have any spaces in it, thus Program Files becomes PROGRA~1. 3) In the PS_HOME for the application server you will find a scripts directory. In it you will find psps2pdf.cmd which by default should be setup for Adobe distiller. You will also see psps2pdf_distiller.cmd and psps2pdf_ghost.cmd which are the scripts to use for Adobe Distiller and GhostScript respectively. 4) Delete psps2pdf.cmd 5) Make a copy of psps2pdf_ghost.cmd in the same scripts directory and then rename it to psps2pdf.cmd 6) Stop and restart the application server.
How to Upload Logo Uploading Form Image Text: To modify an image that is being rendered on a page, you must create a new or modified form image text file in encapsulated PostScript (EPS) format and upload it to an FTP site you choose. You can then run the process to upload this text into the Form Image Text repository. Access the Upload EPS Image File page. Uploading Form Image Text Follow these steps to upload form image text. 1. Create a run control record. The URL is the name of the FTP domain to which you had previously uploaded the EPS file. If you uploaded it to the FTP server called MYFTPSITE, then you would enter MYFTPSITE into this field. 2. Enter the ID and password that you used to log on to the FTP site. 3. Retype the password in the Confirm Password field. The unique system filename should be a filename in 8.3-format without any blank spaces. Note. Do not enter path information. For example, MYLOGO.EPS is used for the MYLOGO form image text file. The remote file name is the path and name of the file that you specified when you uploaded it to your FTP site. The form image name is the name that PeopleSoft uses as the key to the Form Image Text repository. Our example is MYLOGO. 4. Submit the process. 5. Navigate to the Form Image Text page after the process completes successfully. Enter a description for the image and select the Cache Form On Printer check box.
10 Testing Ghostscript 1) Navigate to: 2) Click Search 3) Bring up any form editor page 4) Click the preview link 5) A PDF representation should pop-up Setup SACR -> Common Definitions -> Forms Engine -> Setup -> Form Editor If there is still an error, check in the Peoplesoft Application servers stderr file for details ($PS_HOME/appserv/DOMAIN/stderr).
11 Forms Engine Setup
12 GOAL: Award Notification Defaults
13 Forms Engine Setup Define Notification Form Types Define Selection Equations Define Sort Order Fields Define Sort Order Names Define Printer Set Up SACR Product Related Financial Aid Forms Engine Notification
14 Define Notification Form Types Set Up SACR Product Related Financial Aid Forms Engine Notification Define Notification Form Types
15 Define Selection Equations Set Up SACR Product Related Financial Aid Forms Engine Notification Define Selection Equations
16 Define Sort Order Fields (delivered) Set Up SACR Product Related Financial Aid Forms Engine Notification Define Sort Order Fields
17 Define Sort Order Names (delivered) Set Up SACR Product Related Financial Aid Forms Engine Notification Define Sort Order Names
18 Define Printer Names Set Up SACR Product Related Financial Aid Forms Engine Notification Define Printer Names
19 Notification Letter Setup
20 Notification Letter Pages Award Notification Defaults Financial Aid Awards Notification Letter Award Notification Defaults
21 Award Notification Defaults
Additional Pages to Review Award Notification Summary Award Notification Inquiry Etc… Financial Aid Awards Notification Letter
23 Self-Service Setup
24 Financial Aid Self-Service Setup
Designing the Award Letter
26 Delivered Award Letter Templates
27 Anatomy of Form Editor Page
28 Preview Award Letter
29 Form Details
30 Graph 72 ENS/inch 612 wide x 792 tall 792 Y-axis X-axis 612 wide x 792 tall
31 Form Text Attributes
32 Form Field Attributes
33 Form Box Attributes
34 Form Field Box 2
35 Graph for Boxes 72 ENS/inch 612 wide x 792 tall 792 Y-axis X-axis
39 Tips for Updating Message Catalog Type in Word Paste Spell Check Modify in Message Catalog AFTER you paste Watch for Special Characters Bold and Underlining dont work Numbering works Rework text because now online vs. paper
40 Type Messages in Word then Paste Message Set # 180 Instructions Go to aid - Review the Financial Aid Reference Guide You will find instructions on: Your Responsibilities as a Financial Aid Recipient, Accepting Awards, Rejecting Awards, Reducing Awards, Not Attending, Accepting and Processing Student and Parent Loans. In order to understand your responsibilities for accepting any financial aid, you will need to read ALL information provided to you in each section of the Financial Aid Reference Guide. It is YOUR RESPONSIBILITY to read and understand the contents of this guide. If you do not understand this information, contact the Financial Aid Office. Your User Name and Password will be sent to you. This will allow you to access your PAWS Account where you can review your Financial Aid Awards. Once you have reviewed your awards, read ALL of your responsibilities, and made your award decisions, use the online instructions to complete your award package.
Lets Make a Change!
42 Original Setup Text Field #27
43 Preview Award Letter
44 Make a Change to Text
45 Reposition / Change Color & Font
46 Preview Change
47 Tip – Flip & Save Source Before Preview
48 Added Benefit
49 Award Notification Print
50 Award Notification Print
51 Known Bugs Cant have multiple Award Letters Setup Award Letter can be viewed even if Communication not assigned (SR # for both bugs) Every time student clicks to view award letter in self-service, a new communication row is assigned (SR #: )
52 Suggested Reading Printing FAN Letters PeopleBooks Using Forms Engine PeopleBooks Regs 2B Printing FE FAN.pdf Using Forms Engine.pdf FE FAN Technical Addendum.pdf Regs (Bundle 1) Modifying FE FAN Form Letter Templates.pdf Loading a New Image into Forms Engine.pdf