Viewing Self-Service Financial Aid Award Letter

USM Conference June 2, 2009

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Presenters

Angie Hovatter, Frostburg State University

ahovatter@frostburg.edu

Jill Palla, CedarCrestone

jill.palla@cedarcrestone.com

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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

Technical Requirements

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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.

 

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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 server’s stderr file for

details ($PS_HOME/appserv/DOMAIN/stderr).

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Forms Engine Setup

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GOAL: Award Notification Defaults

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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

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Define Notification Form Types

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

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Define Selection Equations

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

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Define Sort Order Fields (delivered)

Set Up SACR Product Related Financial Aid Forms Engine Notification Define Sort Order Fields

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Define Sort Order Names (delivered)

Set Up SACR Product Related Financial Aid Forms Engine Notification Define Sort Order Names

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Define Printer Names

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

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Notification Letter Setup

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Notification Letter Pages

● Award Notification Defaults

Financial Aid Awards Notification Letter Award Notification Defaults

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Award Notification Defaults

Additional Pages to Review

● Award Notification Summary

● Award Notification Inquiry

● Etc…

Financial Aid Awards Notification Letter

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Self-Service Setup

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Financial Aid Self-Service Setup

Designing the Award Letter

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Delivered Award Letter Templates

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Anatomy of Form Editor Page

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Preview Award Letter

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Form Details

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Graph72 ENS/inch612 wide x 792 tall

Y-axis

X-axis

612 wide x 792 tall

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Form Text Attributes

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Form Field Attributes

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Form Box Attributes

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Form Field Box 2

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Graph for Boxes72 ENS/inch612 wide x 792 tall

Y-axis

X-axis

Message Catalog Changes

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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

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Message Catalog

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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 don’t work● Numbering works● Rework text because now online vs. paper

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Type Messages in Word then PasteMessage Set 14420# 180Instructions● 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.

Let’s Make a Change!

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Original Setup Text Field #27

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Preview Award Letter

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Make a Change to Text

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Reposition / Change Color & Font

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Preview Change

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Tip – Flip & Save Source Before Preview

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Added Benefit

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Award Notification Print

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Award Notification Print

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Known Bugs

● Can’t 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)

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Suggested Reading

Printing FAN Letters PeopleBooks

Using Forms Engine PeopleBooks

Regs 2B 03-04Printing FE FAN.pdfUsing Forms Engine.pdfFE FAN Technical Addendum.pdf

Regs 1 04-05 (Bundle 1)Modifying FE FAN Form Letter Templates.pdfLoading a New Image into Forms Engine.pdf

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Questions??