Spring Awarding Quality Control Queries

Context

This article provides a list of SQL queries used to review spring awarding data in PeopleSoft.

Queries

  1. UDSFS_LOA_FALL_REVIEW_SPR: Used to identify active students that took a leave of absence in the fall semester prior. Identifies LOA students that should be reviewed for spring aid. Includes both winter enrollment and actual spring enrollment (not projected enrollment).
     
  2. UDSFS_LOA_FALL_REVIEW_SPR_PND: Takes the query from above but only shows those that are pending / have not been reviewed yet. Uses the review status field on the student aid attributes table to identify pending students. If that field is set to "complete" that student will no longer show up on this query.
     
  3. UDSFS_SPRING26_FEDAID_QC: Identifies Spring 2025–2026 spring-admit students with ISIR data on file but no associated packaging plan. Aimed to identify students who were reviewed for merit packaging prior to the receipt of an ISIR.

SQL

  1. UDSFS_LOA_FALL_REVIEW_SPR: SELECT A.EMPLID, A.PKG_PLAN_ID, TO_CHAR(CAST((A.PKG_LASTUPDDTTM) AS TIMESTAMP),'YYYY-MM-DD-HH24.MI.SS.FF'), I.ACAD_CAREER, I.ACAD_PROG_PRIMARY, A.SAT_ACADEMIC_PRG, SUM( E.OFFER_AMOUNT), F.FISAP_TOT_INC, H.UNT_TAKEN_FA, C.UNT_TAKEN_PRGRSS
      FROM (((((PS_STDNT_AID_ATRBT A LEFT OUTER JOIN  PS_STDNT_AWARDS E ON  A.EMPLID = E.EMPLID AND A.INSTITUTION = E.INSTITUTION AND A.AID_YEAR = E.AID_YEAR AND E.ACAD_CAREER = A.ACAD_CAREER ) LEFT OUTER JOIN  PS_ISIR_STUDENT F ON  A.EMPLID = F.EMPLID AND A.INSTITUTION = F.INSTITUTION AND A.AID_YEAR = F.AID_YEAR AND F.EFFDT =
            (SELECT MAX(F_ED.EFFDT) FROM PS_ISIR_STUDENT F_ED
            WHERE F.EMPLID = F_ED.EMPLID
              AND F.INSTITUTION = F_ED.INSTITUTION
              AND F.AID_YEAR = F_ED.AID_YEAR
              AND F_ED.EFFDT <= SYSDATE)
        AND F.EFFSEQ =
            (SELECT MAX(F_ES.EFFSEQ) FROM PS_ISIR_STUDENT F_ES
            WHERE F.EMPLID = F_ES.EMPLID
              AND F.INSTITUTION = F_ES.INSTITUTION
              AND F.AID_YEAR = F_ES.AID_YEAR
              AND F.EFFDT = F_ES.EFFDT) ) LEFT OUTER JOIN  PS_STDNT_FA_TERM H ON  A.EMPLID = H.EMPLID AND A.INSTITUTION = H.INSTITUTION AND A.AID_YEAR = H.AID_YEAR AND H.EFFDT =
            (SELECT MAX(H_ED.EFFDT) FROM PS_STDNT_FA_TERM H_ED
            WHERE H.EMPLID = H_ED.EMPLID
              AND H.INSTITUTION = H_ED.INSTITUTION
              AND H.STRM = H_ED.STRM
              AND H_ED.EFFDT <= SYSDATE)
        AND H.EFFSEQ =
            (SELECT MAX(H_ES.EFFSEQ) FROM PS_STDNT_FA_TERM H_ES
            WHERE H.EMPLID = H_ES.EMPLID
              AND H.INSTITUTION = H_ES.INSTITUTION
              AND H.STRM = H_ES.STRM
              AND H.EFFDT = H_ES.EFFDT) AND H.STRM = :2 + 3 ) LEFT OUTER JOIN  PS_STDNT_FA_TERM I ON  A.EMPLID = I.EMPLID AND A.INSTITUTION = I.INSTITUTION AND A.AID_YEAR = I.AID_YEAR AND I.EFFDT =
            (SELECT MAX(I_ED.EFFDT) FROM PS_STDNT_FA_TERM I_ED
            WHERE I.EMPLID = I_ED.EMPLID
              AND I.INSTITUTION = I_ED.INSTITUTION
              AND I.STRM = I_ED.STRM
              AND I_ED.EFFDT <= SYSDATE)
        AND I.EFFSEQ =
            (SELECT MAX(I_ES.EFFSEQ) FROM PS_STDNT_FA_TERM I_ES
            WHERE I.EMPLID = I_ES.EMPLID
              AND I.INSTITUTION = I_ES.INSTITUTION
              AND I.STRM = I_ES.STRM
              AND I.EFFDT = I_ES.EFFDT) AND I.STRM = :2 ) LEFT OUTER JOIN  PS_STDNT_CAR_TERM C ON  A.EMPLID = C.EMPLID AND A.INSTITUTION = C.INSTITUTION AND C.ACAD_CAREER = A.ACAD_CAREER AND C.STRM = :2 + 5 )
      WHERE ( A.INSTITUTION = 'UOD01'
         AND A.AID_YEAR = :1
         AND A.EMPLID IN (SELECT B.EMPLID
      FROM PS_CLASS_TBL_SE_VW B
      WHERE B.STRM = :2
         AND B.CRSE_ID = '031133'
         AND B.STDNT_ENRL_STATUS = 'E')
         AND A.EMPLID IN (SELECT D.EMPLID
      FROM PS_ADM_APPL_PROG D, PS_ADM_MAINT_SCTY D1
      WHERE D.EMPLID = D1.EMPLID
        AND D.ACAD_CAREER = D1.ACAD_CAREER
        AND D.STDNT_CAR_NBR = D1.STDNT_CAR_NBR
        AND D.ADM_APPL_NBR = D1.ADM_APPL_NBR
        AND D.APPL_PROG_NBR = D1.APPL_PROG_NBR
        AND D1.OPRCLASS = 'HCPPALL'
        AND D1.OPRID = '702050948'
        AND ( D.EFFDT =
            (SELECT MAX(D_ED.EFFDT) FROM PS_ADM_APPL_PROG D_ED
            WHERE D.EMPLID = D_ED.EMPLID
              AND D.ACAD_CAREER = D_ED.ACAD_CAREER
              AND D.STDNT_CAR_NBR = D_ED.STDNT_CAR_NBR
              AND D.ADM_APPL_NBR = D_ED.ADM_APPL_NBR
              AND D.APPL_PROG_NBR = D_ED.APPL_PROG_NBR
              AND D_ED.EFFDT <= SYSDATE)
        AND D.EFFSEQ =
            (SELECT MAX(D_ES.EFFSEQ) FROM PS_ADM_APPL_PROG D_ES
            WHERE D.EMPLID = D_ES.EMPLID
              AND D.ACAD_CAREER = D_ES.ACAD_CAREER
              AND D.STDNT_CAR_NBR = D_ES.STDNT_CAR_NBR
              AND D.ADM_APPL_NBR = D_ES.ADM_APPL_NBR
              AND D.APPL_PROG_NBR = D_ES.APPL_PROG_NBR
              AND D.EFFDT = D_ES.EFFDT)
         AND D.PROG_STATUS IN ('AC','AD','PM') )))
      GROUP BY  A.EMPLID,  A.PKG_PLAN_ID,  A.PKG_LASTUPDDTTM,  I.ACAD_CAREER,  I.ACAD_PROG_PRIMARY,  A.SAT_ACADEMIC_PRG,  F.FISAP_TOT_INC,  H.UNT_TAKEN_FA,  C.UNT_TAKEN_PRGRSS

     
  2. SELECT A.EMPLID, A.PKG_PLAN_ID, TO_CHAR(CAST((A.PKG_LASTUPDDTTM) AS TIMESTAMP),'YYYY-MM-DD-HH24.MI.SS.FF'), I.ACAD_CAREER, I.ACAD_PROG_PRIMARY, A.SAT_ACADEMIC_PRG, SUM( E.OFFER_AMOUNT), F.FISAP_TOT_INC, H.UNT_TAKEN_FA, C.UNT_TAKEN_PRGRSS
      FROM (((((PS_STDNT_AID_ATRBT A LEFT OUTER JOIN  PS_STDNT_AWARDS E ON  A.EMPLID = E.EMPLID AND A.INSTITUTION = E.INSTITUTION AND A.AID_YEAR = E.AID_YEAR AND E.ACAD_CAREER = A.ACAD_CAREER ) LEFT OUTER JOIN  PS_ISIR_STUDENT F ON  A.EMPLID = F.EMPLID AND A.INSTITUTION = F.INSTITUTION AND A.AID_YEAR = F.AID_YEAR AND F.EFFDT =
            (SELECT MAX(F_ED.EFFDT) FROM PS_ISIR_STUDENT F_ED
            WHERE F.EMPLID = F_ED.EMPLID
              AND F.INSTITUTION = F_ED.INSTITUTION
              AND F.AID_YEAR = F_ED.AID_YEAR
              AND F_ED.EFFDT <= SYSDATE)
        AND F.EFFSEQ =
            (SELECT MAX(F_ES.EFFSEQ) FROM PS_ISIR_STUDENT F_ES
            WHERE F.EMPLID = F_ES.EMPLID
              AND F.INSTITUTION = F_ES.INSTITUTION
              AND F.AID_YEAR = F_ES.AID_YEAR
              AND F.EFFDT = F_ES.EFFDT) ) LEFT OUTER JOIN  PS_STDNT_FA_TERM H ON  A.EMPLID = H.EMPLID AND A.INSTITUTION = H.INSTITUTION AND A.AID_YEAR = H.AID_YEAR AND H.EFFDT =
            (SELECT MAX(H_ED.EFFDT) FROM PS_STDNT_FA_TERM H_ED
            WHERE H.EMPLID = H_ED.EMPLID
              AND H.INSTITUTION = H_ED.INSTITUTION
              AND H.STRM = H_ED.STRM
              AND H_ED.EFFDT <= SYSDATE)
        AND H.EFFSEQ =
            (SELECT MAX(H_ES.EFFSEQ) FROM PS_STDNT_FA_TERM H_ES
            WHERE H.EMPLID = H_ES.EMPLID
              AND H.INSTITUTION = H_ES.INSTITUTION
              AND H.STRM = H_ES.STRM
              AND H.EFFDT = H_ES.EFFDT) AND H.STRM = :2 + 3 ) LEFT OUTER JOIN  PS_STDNT_FA_TERM I ON  A.EMPLID = I.EMPLID AND A.INSTITUTION = I.INSTITUTION AND A.AID_YEAR = I.AID_YEAR AND I.EFFDT =
            (SELECT MAX(I_ED.EFFDT) FROM PS_STDNT_FA_TERM I_ED
            WHERE I.EMPLID = I_ED.EMPLID
              AND I.INSTITUTION = I_ED.INSTITUTION
              AND I.STRM = I_ED.STRM
              AND I_ED.EFFDT <= SYSDATE)
        AND I.EFFSEQ =
            (SELECT MAX(I_ES.EFFSEQ) FROM PS_STDNT_FA_TERM I_ES
            WHERE I.EMPLID = I_ES.EMPLID
              AND I.INSTITUTION = I_ES.INSTITUTION
              AND I.STRM = I_ES.STRM
              AND I.EFFDT = I_ES.EFFDT) AND I.STRM = :2 ) LEFT OUTER JOIN  PS_STDNT_CAR_TERM C ON  A.EMPLID = C.EMPLID AND A.INSTITUTION = C.INSTITUTION AND C.ACAD_CAREER = A.ACAD_CAREER AND C.STRM = :2 + 5 )
      WHERE ( A.INSTITUTION = 'UOD01'
         AND A.AID_YEAR = :1
         AND A.EMPLID IN (SELECT B.EMPLID
      FROM PS_CLASS_TBL_SE_VW B
      WHERE B.STRM = :2
         AND B.CRSE_ID = '031133'
         AND B.STDNT_ENRL_STATUS = 'E')
         AND A.EMPLID IN (SELECT D.EMPLID
      FROM PS_ADM_APPL_PROG D, PS_ADM_MAINT_SCTY D1
      WHERE D.EMPLID = D1.EMPLID
        AND D.ACAD_CAREER = D1.ACAD_CAREER
        AND D.STDNT_CAR_NBR = D1.STDNT_CAR_NBR
        AND D.ADM_APPL_NBR = D1.ADM_APPL_NBR
        AND D.APPL_PROG_NBR = D1.APPL_PROG_NBR
        AND D1.OPRCLASS = 'HCPPALL'
        AND D1.OPRID = '702050948'
        AND ( D.EFFDT =
            (SELECT MAX(D_ED.EFFDT) FROM PS_ADM_APPL_PROG D_ED
            WHERE D.EMPLID = D_ED.EMPLID
              AND D.ACAD_CAREER = D_ED.ACAD_CAREER
              AND D.STDNT_CAR_NBR = D_ED.STDNT_CAR_NBR
              AND D.ADM_APPL_NBR = D_ED.ADM_APPL_NBR
              AND D.APPL_PROG_NBR = D_ED.APPL_PROG_NBR
              AND D_ED.EFFDT <= SYSDATE)
        AND D.EFFSEQ =
            (SELECT MAX(D_ES.EFFSEQ) FROM PS_ADM_APPL_PROG D_ES
            WHERE D.EMPLID = D_ES.EMPLID
              AND D.ACAD_CAREER = D_ES.ACAD_CAREER
              AND D.STDNT_CAR_NBR = D_ES.STDNT_CAR_NBR
              AND D.ADM_APPL_NBR = D_ES.ADM_APPL_NBR
              AND D.APPL_PROG_NBR = D_ES.APPL_PROG_NBR
              AND D.EFFDT = D_ES.EFFDT)
         AND D.PROG_STATUS IN ('AC','AD','PM') ))
         AND A.SFA_REVIEW_STATUS <> 'C')
      GROUP BY  A.EMPLID,  A.PKG_PLAN_ID,  A.PKG_LASTUPDDTTM,  I.ACAD_CAREER,  I.ACAD_PROG_PRIMARY,  A.SAT_ACADEMIC_PRG,  F.FISAP_TOT_INC,  H.UNT_TAKEN_FA,  C.UNT_TAKEN_PRGRSS

     
  3. UDSFS_SPRING26_FEDAID_QC: SELECT A.EMPLID, A.PKG_PLAN_ID, D.EFC_STATUS, TO_CHAR(D.TRANS_PROCESS_DT,'YYYY-MM-DD'), TO_CHAR(SYSDATE,'YYYY-MM-DD')
      FROM PS_STDNT_AID_ATRBT A, PS_ISIR_CONTROL D
      WHERE ( A.AID_YEAR = '2026'
         AND A.SFA_REVIEW_STATUS = 'C'
         AND A.EMPLID IN (SELECT B.EMPLID
      FROM PS_ADM_APPL_PROG B, PS_ADM_MAINT_SCTY B1
      WHERE B.EMPLID = B1.EMPLID
        AND B.ACAD_CAREER = B1.ACAD_CAREER
        AND B.STDNT_CAR_NBR = B1.STDNT_CAR_NBR
        AND B.ADM_APPL_NBR = B1.ADM_APPL_NBR
        AND B.APPL_PROG_NBR = B1.APPL_PROG_NBR
        AND B1.OPRCLASS = 'HCPPALL'
        AND B1.OPRID = '702050948'
        AND ( B.EFFDT =
            (SELECT MAX(B_ED.EFFDT) FROM PS_ADM_APPL_PROG B_ED
            WHERE B.EMPLID = B_ED.EMPLID
              AND B.ACAD_CAREER = B_ED.ACAD_CAREER
              AND B.STDNT_CAR_NBR = B_ED.STDNT_CAR_NBR
              AND B.ADM_APPL_NBR = B_ED.ADM_APPL_NBR
              AND B.APPL_PROG_NBR = B_ED.APPL_PROG_NBR
              AND B_ED.EFFDT <= SYSDATE)
        AND B.EFFSEQ =
            (SELECT MAX(B_ES.EFFSEQ) FROM PS_ADM_APPL_PROG B_ES
            WHERE B.EMPLID = B_ES.EMPLID
              AND B.ACAD_CAREER = B_ES.ACAD_CAREER
              AND B.STDNT_CAR_NBR = B_ES.STDNT_CAR_NBR
              AND B.ADM_APPL_NBR = B_ES.ADM_APPL_NBR
              AND B.APPL_PROG_NBR = B_ES.APPL_PROG_NBR
              AND B.EFFDT = B_ES.EFFDT)
         AND B.PROG_STATUS IN ('AC','AD','PM')
         AND B.ADMIT_TERM = '2263' ))
         AND A.PKG_PLAN_ID IN (' ','SPRG_MERIT','TR_MERIT','MERIT_ONLY')
         AND A.EMPLID = D.EMPLID
         AND A.INSTITUTION = D.INSTITUTION
         AND A.AID_YEAR = D.AID_YEAR
         AND D.EFFDT =
            (SELECT MAX(D_ED.EFFDT) FROM PS_ISIR_CONTROL D_ED
            WHERE D.EMPLID = D_ED.EMPLID
              AND D.INSTITUTION = D_ED.INSTITUTION
              AND D.AID_YEAR = D_ED.AID_YEAR
              AND D_ED.EFFDT <= SYSDATE)
        AND D.EFFSEQ =
            (SELECT MAX(D_ES.EFFSEQ) FROM PS_ISIR_CONTROL D_ES
            WHERE D.EMPLID = D_ES.EMPLID
              AND D.INSTITUTION = D_ES.INSTITUTION
              AND D.AID_YEAR = D_ES.AID_YEAR
              AND D.EFFDT = D_ES.EFFDT)
         AND D.EFC_STATUS <> 'R')