**[Archived] Updating Missions Scholarships in PFaids

This process is run each Monday

Current problems:

• MACE scholarships are not being included in the Current Miss Schol custom data field
• Case fee waivers need to be included in the T&SEF calc
• Add Program Fee field in PFaids Report

Update Records

    • Navigate to Batch Wizard and run "Dynamic Redetermination"

    • Choose the MissionScholarships selection set and click "Next."

    • Check the "Execute PIT Rules" and click "Next" and "Execute." 

    • Close the report that is generated

Generate Missions Report

    • Navigate to Report Writer and run "Report Wizard"

    • Choose "Custom Report" and "Custom Report Default Population," then choose the MissionScholarships selection set and click "Next"

    • Chose the "MISSCHOL" report and click "Execute"

    • The report needs to be filtered

        ○ Filter the POE to the current POE that awards are being updated for. This will either be the current POE or the upcoming POE

        ○ Filter the Fund Name and choose "I_IMBADV," "I_IMB," "I_JOURNEY," "I_MACE" and "I_MK"

        ○ Filter Attend Desc to the term that matches the POE

    • Export the report to Excel and save it on the X: drive

    • Move the report to the Missions Scholarship folder in Share Point (General-->Financial Aid--> Financial Aid-->Institutional Scholarships-->Scholarships, Missions --> Missions Scholarship Reports (PFAIDS))

Prepare the Spreadsheet

    • If checking the scholarship during winter or spring, rename Column R to "Attempted Winter Hours." Otherwise, you can delete it.

 • The final four columns need to be renamed:

        ○ Value 01--> TuitionSEF (Student's Tuition + SEF)

        ○ Value 104--> Mission Type (the particularion scholarship the student is receiving)

        ○ Value 110--> CurrentMissAmt (the student's current Mission Scholarship award in PowerCampus)

        ○ VALUE_103--> ProperMissAmt (what the student's mission scholarship should be)

    • Add a new column at the end of the sheet called "Check"

    • Add filters

    • Sort "Units this POE" smallest to largest

    • Remove students who do not have a current missions scholarship:

        ○ Any student with a blank value in "Units this POE" can be removed (these will towards the bottom of the spreadsheet), unless it is winter/spring and they have winter hours --> NOT CURRENTLY ACCURATE

        ○ If a student has "0" in "Scheduled Amount" and "0" in "Units this POE," they can be removed

        ○ If a student has a positive number in "Scheduled Amount" and "0" in "Units this POE," then they have dropped all their classes and their award needs to be reduced to "0"

Make Adjustments:

    • In the first row of the "Check" column, add the following formula: =if(W2=X2,"Good","Adjust"). W is currently ProperMissAmt, and X is ProperMissAmt. If the report changes, the formula will need to be adjusted.

        ○ In this example, column V should be "Missions" and column W should be "ProperMissAmt". If they are not, adjust the formula accordingly

        ○ Run this formula down the entire column. Copy the column and paste as values

        ○ Sort the "Check" column from A to Z, which will bring all the "Adjust" values to the top

    • Two sets of adjustments need to be made:

        ○ Any student whose "Check" column says "Adjust"

        ○ Any student who has a a positive number in "Scheduled Amount" and "0" in "Units this POE. These students may not have "Adjust" in the "Check" column, but they will be the only students with "0" in the "Units this POE" column

    • Once adjustments are made on each student's packaging, run an AA on the impacted students