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Viewing Self-Service Financial Aid Award Letter USM Conference June 2, 2009.

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Presentation on theme: "Viewing Self-Service Financial Aid Award Letter USM Conference June 2, 2009."— Presentation transcript:

1 Viewing Self-Service Financial Aid Award Letter USM Conference June 2, 2009

2 2 2 Presenters Angie Hovatter, Frostburg State University ahovatter@frostburg.edu Jill Palla, CedarCrestone jill.palla@cedarcrestone.com

3 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

4 What are we trying to do?

5 Student Self-Service View New Link

6 Award Letter as PDF

7 Technical Requirements

8 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.

9 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 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 11 Forms Engine Setup

12 12 GOAL: Award Notification Defaults

13 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 14 Define Notification Form Types Set Up SACR Product Related Financial Aid Forms Engine Notification Define Notification Form Types

15 15 Define Selection Equations Set Up SACR Product Related Financial Aid Forms Engine Notification Define Selection Equations

16 16 Define Sort Order Fields (delivered) Set Up SACR Product Related Financial Aid Forms Engine Notification Define Sort Order Fields

17 17 Define Sort Order Names (delivered) Set Up SACR Product Related Financial Aid Forms Engine Notification Define Sort Order Names

18 18 Define Printer Names Set Up SACR Product Related Financial Aid Forms Engine Notification Define Printer Names

19 19 Notification Letter Setup

20 20 Notification Letter Pages Award Notification Defaults Financial Aid Awards Notification Letter Award Notification Defaults

21 21 Award Notification Defaults

22 Additional Pages to Review Award Notification Summary Award Notification Inquiry Etc… Financial Aid Awards Notification Letter

23 23 Self-Service Setup

24 24 Financial Aid Self-Service Setup

25 Designing the Award Letter

26 26 Delivered Award Letter Templates

27 27 Anatomy of Form Editor Page

28 28 Preview Award Letter

29 29 Form Details

30 30 Graph 72 ENS/inch 612 wide x 792 tall 792 Y-axis X-axis 612 wide x 792 tall

31 31 Form Text Attributes

32 32 Form Field Attributes

33 33 Form Box Attributes

34 34 Form Field Box 2

35 35 Graph for Boxes 72 ENS/inch 612 wide x 792 tall 792 Y-axis X-axis

36 Message Catalog Changes

37 37 Important Message Setup Message Set: 14402 Message Number: 98 Text: Please return within 90 days. Message Set: 14420 Message Number: 179 Text: %Certifications% Message Set: 14420 Message Number: 180 Text: %Instructions% PeopleTools Utilities Administration Message Catalog

38 38 Message Catalog

39 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 40 Type Messages in Word then Paste Message Set 14420 # 180 Instructions Go to www.frostburg.edu/financial 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.

41 Lets Make a Change!

42 42 Original Setup Text Field #27

43 43 Preview Award Letter

44 44 Make a Change to Text

45 45 Reposition / Change Color & Font

46 46 Preview Change

47 47 Tip – Flip & Save Source Before Preview

48 48 Added Benefit

49 49 Award Notification Print

50 50 Award Notification Print

51 51 Known Bugs Cant have multiple Award Letters Setup Award Letter can be viewed even if Communication not assigned (SR #3-881915421 for both bugs) Every time student clicks to view award letter in self-service, a new communication row is assigned (SR #: 3-870832851)

52 52 Suggested Reading Printing FAN Letters PeopleBooks Using Forms Engine PeopleBooks Regs 2B 03-04 Printing FE FAN.pdf Using Forms Engine.pdf FE FAN Technical Addendum.pdf Regs 1 04-05 (Bundle 1) Modifying FE FAN Form Letter Templates.pdf Loading a New Image into Forms Engine.pdf

53 53 Questions??


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