Overview of ProSAM, Banner and Sales f orce

1. Overview of ProSAM, Bannerand Salesforce

2. Objectives • Navigate ProSAM to: • Access a student's financial aid records • Identify a student's institution • Navigate between financial aid records in different award years • Describe the information available within ProSAM Lite • Navigate Banner to: • Access a student's records • Organize favorite forms • Maintain a student's contact information • Manage financial holds on a student's account • Access a student's monetary history records • Define term codes • Identify cumulative account balance

3. Objectives Continued • Navigate Salesforce to: • Access a student's Person Account • Navigate a student's Person Account • Review a student's ProSAM Action Items • Send emails to students with and without attachments • Add advising notes to a student's account

4. Navigating ProSAM DeVry Online Services

5. What is ProSAM? • ProSAM is the main system used to process a student’s financial aid awards from start to finish • Each department has different levels of access to ProSAM depending on their job responsibilities

6. Accessing ProSAM • ProSAM can be opened by using the link found in the DeVry Staff Portal, under the Helping Students tab • Depending on the Internet browser being used, it may be necessary to save the application to the desktop before opening

7. ProSAM Main Screen Toolbar Fingertip Section Navigation Tree

8. User Set Up 0 • From the Menu Bar, select Tools Options • In the Actions tab, select Auto Save and ensure the Retrieve Online Task Document box is unchecked • In the Appearance tab, change the Screen Timeout to 0 minutes

9. Opening a Student’s Record • Select the Open Student icon from the Toolbar • In the Identifier field, enter either a student’s DSI# • The Aid Year can also be changedas necessary

10. Changing Award Years Use the Aid Year icon from the Toolbar to toggle between different award years within the same student account

11. Fingertip Section • Once a student’s account has been opened, the Fingertip section will provide: • Student’s name • DSI • Last 4 digits of SSN • Award year being viewed • Institution

12. Navigation Tree • The Navigation Tree is used to move between the various records in a student’s account • Yellow pins can be expanded to show multiple menu options • Red pins indicate the screens that can be accessed • Green pin is the screen currently being viewed

13. ProSAM Lite DeVry Online Services

14. ProSAM Lite ProSAM Lite provides the most commonly searched information all in one screen Financial Aid  Aid Application  ProSAM Lite

15. ProSAM Lite – Top Section • The Top Section: • Contact Information • Biographical Information • ISIR Summary • Processing Information

16. ProSAM Lite – Top Section Contact Section Biographical Section SSN Date of birth Marital Status Citizenship Current Division and Location SFC/SSA SCP cycle • Name • Address • Phone Number • Email address

17. ProSAM Lite – Top Section • ISIR Summary • Snapshot of Loaded Transaction • Estimated and Official EFC • Pell Eligibility Flag • Verification Status along with SNA Clear • Dependency Status

18. ProSAM Lite – Top Section • Processing Section • Document Tracking and Document Tracking Flag • Diagnostics Information with Diagnostic Flag • Memoranda Button • Student Account History

19. ProSAM Lite – Middle Section • The Middle Section • Aid Application Status Information • Color coded to reflect the status of an individual item • Active hover links • Green=Ready, Blue=Processed, Red=Manual Processing, Orange=Process Ineligible (set during cycle change processes) • Disbursements will turn red or orange but will not update to green or blue.

20. ProSAM Lite – Lower Section • The Advising Tab:

21. ProSAM Lite – Advising Tab • Application Information: • Provides details from the term associated with the Current Start Term • If blank, pulls data from Spring (Term 5)

22. ProSAM Lite – Advising Tab • Codes/Dates • SEA Flag (Satisfactory Enrollment Agreement) • Overlap Loan Diag • PS Open Field • Currently not being used

23. ProSAM Lite – Advising Tab • Additional Information (Input Fields): • Student Status • Payment Plan (intended plan) • FA Status • Entrance Interview (loan entrance counseling date) • U2G Session (undergraduate to graduate) • Project Enrollment • Keller MAX Loans (used for graduate students) • Email Status • Private Loan Typ • Itemized Statement • AI Request

24. ProSAM Lite – Lower Section • The Eligibility Tab:

25. ProSAM Lite – Eligibility Tab • Academic Information: • Provides details in regards to: • Students Division • Program • Location • Degree • Grade Level • Cumulative GAP • Enrollment Status • Actual Enrollment • Cumulative Earned Credit Hours • Academic Standing

26. ProSAM Lite – Eligibility Tab • Federal Info: • Provides federal eligibility such as Pell LEU, Federal Direct Loan aggregate, and Promissory Note completion • Additional Info • Provides addition information regarding Cycle Change Status, Graduating Senior, and more • Exit Counseling: • Outlines information pertaining to Federal Direct Loan Exit Counseling

27. ProSAM Lite – Eligibility Tab • Budget Info: • Displays information regarding Budget (COA), EFC, and Need per Term (Semester) • Displays overall awards and amount paid (disbursed)

28. ProSAM Lite – Lower Section • The Awarding Tab:

29. ProSAM Lite –Awarding Tab Budget Info: • Highlights elements to determine Cost of Attendance (Budget) • Need Summary: • Displays information regarding Budget (COA), EFC, and Need by Term (Semester)

30. ProSAM Lite –Awarding Tab • Loan Summary • Displays views of the students packaging (awards). • Three views: • Semester • Session • Session with Paid

31. ProSAM Lite – Filtering by Term • Filtering by Semester (16 weeks) • Term 1 = Summer • Term 3 = Fall • Term 5 = Spring • Filtering by Session (8 weeks) • Provides the award amounts and types for each session, but does not indicate how much of the award has disbursed to the student’s account • Filtering by Session with Paid • Provides the award amount and types for each session and how much of the award has disbursed to the student’s account

32. Banner DeVry Online Services

33. What is Banner? • Banner is a student information system that is used by DeVry, Keller, and Chamberlain • Used to view, update, and maintain student records, including: • Academic • Monetary History • Demographics • Feeds information to other systems, including: • ProSAM • Salesforce (SFDC) • Mosaic • Ucommerce/TouchNet

34. Banner-Getting Started Log in through the Staff Portal - https://my.devry.edu

35. Banner - Menu • Data is viewed and entered into Banner through a series of forms that are grouped by process • Each form has an identifying name • SPAIDEN= General Person Identification

36. Banner – My Banner

37. Banner – Setting ‘My Banner’ Type GUAPMNU into the Go To field, then hit enter to access the form

38. Banner – Setting ‘My Banner’ • Consultants can then search for the desired form on the left and move it to the right, using the arrow icons • Consultants can also type the form name in an empty field on the right, then select enter to add the form • Make sure to save the form when complete • Banner will need to be closed and reopened to view the saved ‘My Banner’ forms

39. Banner – Setting ‘My Banner’ • Forms to add to Favorites • SPAIDEN – General Person Identification • SOAIDEN – Person Search • TSAAREV – Account Detail Review Form • TSADETL – Student Account Detail • TSADETC – Detail Code Control Form • TVAAUTH – Authorization Maintenance • SGASTDN – General Student • TSAACCT – Account Review Form • TSAEXPT – Exemption Authorization

40. Banner – Setting ‘My Banner’ • Forms to add to Favorites (continued) • SFAREGS – Student Course Registration • SFASCPR – Student Centric Registration History • SFASTCA – Student Course Registration Audit • SOAHOLD – Hold Information • SGASADD – Additional Student Information • SZAPGPA – DeVry Custom Form for Viewing GPA • SHADEGR – Degree and Other Formal Awards

41. Banner – Navigation Toolbar • Previous Block – Ctrl Pg. Up • Save – F10 • Next Block – Ctrl Pg. Down • Rollback – Shift + F7 • Insert Record – F6 • Exit – Alt + F4 • Remove Record – Shift + F6 Do not use this function

42. Banner – Navigation Toolbar Search functions that can be used on any screen in Banner Enter Query F7 Execute Query F8 Cancel Query Ctrl + Q

43. Banner - SPAIDEN DeVry Online Services

44. Banner – SPAIDEN • Used to view and maintain contact information, such as: • Mailing address • Email address • Phone number

45. Banner – SPAIDEN • To access a student’s information in SPAIDEN • Enter SPAIDEN into the Go To field in Banner. • Enter the student’s DSI# • Click the Next Block icon

46. Banner – SPAIDEN– Address • Before adding a new mailing address, make sure to end all old addresses • To avoid errors, when expiring an address, use a To Date of yesterday Always save any changed, and check the auto hint line to confirm the changes were successful

47. Banner – SPAIDEN – Address • To add the mailing address, click on the Insert Record icon to create a blank record for the new address • Select today’s date using the calendar icon next to the From Date • The From Date field of the new address cannot be the same date entered as the To Date field for any of the old addresses

48. Banner – SPAIDEN – Address • Select the Address Type search icon and select PR (Permanent Home Address) for all new addresses • BI (Billing) will be used for all P.O. Box mailing addresses • When adding a new address, enter the ZIP or Postal Code first, which causes the city and state to auto-populated

49. Banner – SPAIDEN – Address • Click on the Save icon to save the record • Check the Auto-Hint line at the bottom of the Banner form to make sure the record was successfully updated

50. Banner – SPAIDEN –Phone Number • To update a telephone number, from the Telephone tab, click on the Telephone Type Search icon of the first available blank record • Note: If a blank record is not available, click the Insert Record icon