Viewing Self-Service Financial Aid Award Letter

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

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

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 3

4. What are we trying to do?

5. Student Self-Service View New Link

6. Award Letter as PDF

7. Technical Requirements

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. 8

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. 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). 10

11. Forms Engine Setup 11

12. GOAL: Award Notification Defaults 12

13. Forms Engine Setup Set Up SACR  Product Related  Financial Aid  Forms Engine Notification • Define Notification Form Types • Define Selection Equations • Define Sort Order Fields • Define Sort Order Names • Define Printer 13

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

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

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

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

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

19. Notification Letter Setup 19

20. Notification Letter Pages Financial Aid  Awards  Notification Letter  Award Notification Defaults • Award Notification Defaults 20

21. Award Notification Defaults 21

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

23. Self-Service Setup 23

24. Financial Aid Self-Service Setup 24

25. Designing the Award Letter

26. Delivered Award Letter Templates

27. Anatomy of Form Editor Page 27

28. Preview Award Letter 28

29. Form Details 29

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

31. Form Text Attributes 31

32. Form Field Attributes 32

33. Form Box Attributes 33

34. Form Field Box 2 34

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

36. Message Catalog Changes

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 37

38. Message Catalog 38

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 don’t work Numbering works Rework text because now online vs. paper 39

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. 40

41. Let’s Make a Change!

42. Original Setup Text Field #27 42

43. Preview Award Letter 43

44. Make a Change to Text 44

45. Reposition / Change Color & Font 45

46. Preview Change 46

47. Tip – Flip & Save Source Before Preview 47

48. Added Benefit 48

49. Award Notification Print 49

50. Award Notification Print 50