Presentation on theme: "Population Selections, RORRULEs, and Web Text – Oh My!"— Presentation transcript:
1 Population Selections, RORRULEs, and Web Text – Oh My! 10th AnniversaryPopulation Selections, RORRULEs, and Web Text – Oh My!Using SQL to Create Rules in Banner Financial Aid
2 General Announcements: Please turn off all cell phones/pagersIf you must leave the session early, please do so as discreetly as possiblePlease avoid side conversations during the sessionQuestions will be answered …..Thank you for your cooperation
3 Millersville University 8,300 studentsAbout 70% receive aidBanner Financial Aid Version 8.5Banner General Version 8.2
4 University of Scranton 5,800 StudentsBanner Financial Aid Version 7.15Banner General Version 7.5Banner 8 Conversion set for January 2010
5 What is SQL? Structured Query Language A way to ask the database questionsSome uses in Banner Financial Aid:Population SelectionsVariablesSelection RulesWeb Text Rules
6 Where To Start? Define your question: Who has a given fund code awarded?Who needs to have loan fees posted to their budget?Who is independent only because of a positive response to the emancipated minor question on the FAFSA?Who should be assigned to a given budget group?
7 Translating To SQLWhat data items in Banner would help you answer your questions?Find the field names of each of these itemsPlace your cursor in the fieldSelect ‘Help’ from the menu barSelect ‘Dynamic Help Query’The Field is displayed
8 Building a Population Selection GLRSLCTEnter the Application (FINAID)Enter the name of your pop-sel in the Selection IDEnter a brief descriptionDefinition:Select – generally a PIDMFrom – include names of all tables involvedDefine your Rules
11 Pop-Sel Example 2 Using Union/Intersect/Minus Define the two groups by writing two separate pop-selsExample: Post loan fees to budgets of those students who indicated interest in loans on the FAFSA and who do not already have loan fees included in their budgetsPop-sel part 1 – select all interested in loansPop-sel part 2 – select all with loan fees on budget
13 Using a Variable in a Pop-Sel A variable is a set of rules that pulls a specific piece of data from the database. For example, variables can be written to pull a student’s name, street address, city, state, ZIP, grade level, total aid awarded, etc. They are often used in letter generation.When used in a pop-sel, a variable can help to limit the results to a defined group or to exclude a defined group.
16 Pop-Sel TipsDynamic parameters allow a pop-sel to be used for different aid years, fund codes, etc.Example:RPRAWRD_AIDY_CODE = &aid_year_codeWhen using a variable in a pop-sel, it must be the last condition entered on GLRSLCT and it must be entered as a Value—not as a Data Element.If you make changes to a variable, you must recompile the pop-sel in order for the revised variable to be recognized.When using multiple tables, be sure to join common fields.
17 RORRULERORRULEs can be written for a variety of purposes but all are written in the same way
23 RORRULE TipsIf your rule is not producing the desired results, examine it in Expert mode. One thing to check is that there may be a join you are not expecting—like to :TERM when you don’t mean for the rule to be term-specific. This can be identified and removed when using Expert mode.
24 Web Text RulesWeb Text Rules allow you to write a rules that will, in the end, display text in Self Service for students who meet the conditions of each ruleYou determine on which tab(s) the text appearsThere is no Simple Mode—only Expert Mode
25 Web Text Set-Up Define the web text code on RTVWTXT Write the web text rule and define the text on RORWTXTDefine the sequence in which the web text will appear on each tab on RORWTAB (text will not appear unless this final step is completed)
33 RORWTXT – Example 2 (Cont.) Text includes a linkYou have UNSATISFIED document requirements which are preventing the awarding of some or all of your aid. Please review your <a href=" title="Outstanding Document Requirements."> Outstanding Document Requirements.</a>
37 RORWTXT – Example 3 (Cont.) <span style=color:#FF0000>You are not currently eligible to receive federal or state financial aid</span>. Please review your <a href=" title="status" target="_blank">status</a> and review the <a href=" title="Satisfactory Academic Progress policy" target="_blank">Satisfactory Academic Progress policy</a>.<ul class="bullet"> <li>If you are taking a class(es) to regain eligibility or you have received a late grade, please contact our office after the grade(s) has been posted so that your eligibility may be reviewed.</li><li>If you experienced extenuating circumstances during the past academic year, you may choose to appeal for reinstatement of your financial aid.</li><ul type="circle"><li>A <a href=" title="federal appeal form" target="_blank">federal appeal form </a>should be completed and submitted with supporting documentation to the Office of Financial Aid by <span style=color:#FF0000>June 12, 2009</span>. <i>Appeals received after that date will not be reviewed until September 18, 2009.</i> If your appeal is approved, your eligibility for federal aid will be reinstated beginning with the Fall 2009 term.</li><li>A <a href=" title="state aid appeal form" target="_blank">state aid appeal form </a>should be completed and submitted with supporting documentation to the Office of Financial Aid. Please note that PHEAA makes the final decision regarding this appeal.</li></ul></ul><ul><li>If you applied any federal or state aid as credit toward your Summer 2009 bill, be aware that this aid has been cancelled and it is your responsibility to contact the Bursar's Office to make appropriate arrangements for payment of your bill.</li></ul>
39 RORWTXT TipsWhen writing your Select statement, do not select a PIDM—you need something that will return the same value(s) for all studentsPurchase a basic HTML book if you don’t know HTML
40 General SQL TipsBe sure you are typing the name of the table, not the form, when you are entering your SQL (RPRAWRD – not RPAAWRD)Know your data!
41 Documentation Population Selections Banner General User Guide – Chapter 5Banner General Population Selection Training WorkbookRORRULEBanner Financial Aid Requirements Tracking Training WorkbookBanner Financial Aid Requirements Budgeting Training WorkbookBanner Financial Aid Requirements Packaging Training WorkbookWeb TextBanner Release Guide 8.2Financial Aid Self Service Training Workbook 8.1General Financial AidBanner Financial Aid User Guide