Legacy First Time Student Merit Packaging Process

*This process was replaced for Fall AY 2027*
 

Pre-Packaging Checks

  1. Residency Mismatch – Run queries:
    • BPS_RES_MISMATCH_DE_N
    • BPS_RES_MISMATCH_NOT_DE_R
       
  2. Program Reclassifications – Run queries:
    • BPS_AA_NEWRK_CAMPUS
    • BPS_AA_CAMPUS_NO_AA_PLAN
       
  3. Funding Levels – Run query:
    • BPS_PKG_ITEM_TYPES

Merit Aid Packaging

  1. Identify Student Population (R2P)
    • Navigate: Main Menu > Setup SACR > Common Definitions > Equation Engine > Equation Test Data
    • Equation Name: UDSFS_EE0119
    • PRM_LAG_DAYS: 0
    • PRM_RUN_MODE: blank
    • Click Test and note the number of records updated to R2P.
       
  2. Select Students for Mass Packaging
    • Main Menu > Financial Aid > Awards > Mass Packaging > Select Students
    • Selection Tool: PS Query
    • Query Name: UDSFS1_PS_BP_R2P_ONLY
    • Institution: UOD01, Aid Year: 20xx
    • Run process on server PSUNX (Process: SFA_BPKGSEL)
    • Monitor until Success – Posted
    • View selected students: Mass Packaging > View Results by Students
       
  3. Assign Plans
    • Navigate: Mass Packaging > Assign Plans
    • Run Control: choose appropriate
    • Parameters: Institution UOD01, Aid Year 20xx, Selection Definition UDSFS1_PS_BP_R2P_ONLY
    • Plan: Career UGRD, Plan ID MERIT_ONLY, Sort by EMPLID
    • Run on server PSUNX (Process: FAPPKASN)
    • Monitor until Success – Posted
    • Review results by query or plan; remove students from batch if needed and save.
       
  4. Process Mass Packaging (Simulation)
    • Navigate: Mass Packaging > Process Mass Packaging
    • Batch Packaging Mode: Simulation
    • Run process on server PSUNX (Process: FAPPKASN)
    • Monitor until Success – Posted
       
  5. Review Simulation Results
    • Batch Summary: Mass Packaging > View Mass Packaging Summary
    • Note batch number
    • Batch Detail: Mass Packaging > View Mass Packaging Detail
    • Spot-check awards to verify merit aid.
       
  6. Tag Students as Merit Evaluated
    • Navigate: Equation Engine > Equation Test Data
    • Equation Name: UDSFS_EE0120
    • Click Search, leave parameters blank, then Test
       
  7. Process Mass Packaging (Live)
    • Repeat Step 7 with Batch Packaging Mode = LIVE
    • Review live batch summary.
       
  8. Reset R2P Status
    • Navigate: Equation Engine > Equation Test Data
    • Equation Name: UDSFS_EE0042
    • Parameters: PRM_AID_YEAR 20xx, PRM_PROC_IN 3, PRM_PROC_OUT 1
    • Click Test

Post-Packaging Checks

  1. Funding Level Review
    • Run query: BPS_PKG_ITEM_TYPES
    • Ensure no unexpected zero balances.

 

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