FAS Job Scheduling
SM9xxxJ AGxxxx Other

SM9354J
12-13 Automatic File Review (Need)

The Automatic File Review process selects students who have applied for financial aid for the specified year and submitted the documents specified in (TRK-CD-RQ-SEL and TRK-CD-OPT-SEL). The review process looks at data in FAM (including NEED), SMS, and FMS for the year/session range specified and in some cases the student's entire tracking history.

Students who fail one or more edits are printed to Report SM9354A if they have no awards, or Report SM9354B if they have received an award that is not excluded in the AWARD-CD-SEL-LN1 through AWARD-CD-SEL-LN5 parameters in the specified year/session range. If there are scheduling errors, missing Table Master entries or no data, only Report SM9354C will print. Report SM9354C will not print if there are no scheduling errors.

Select the option to post tracking codes (PRELIM-FINAL) and the option to post the received date (POST-RCVD-DATE) to write a received date to the file complete tracking code item for students who have passed all edits and are not selected for Professional Review.

See SM9142J for other report options including a report for all files ready for packaging.

NOTE: Please do NOT run multiple Auto File Review jobs at the same process level or at the same time (this includes SM9054J, SM9154J and SM9354J).


Report:
SM9354A    12-13 Auto File Review - Students Without Awards
SM9354B    12-13 Auto File Review - Students With Awards
SM9354C    12-13 Auto File Review - Scheduling Errors
Special Instructions To prevent 'Not in SMS' errors from being posted and reported, set TABLE-MAS entry WRVSM9032-IGNOR-SM to Y.
Frequency On-request
Scheduling Restrictions None
Execution Time Anytime (O, B, P or I)
Job Completion Status JOBFAIL
Job Groups
AG934R     Need 12-13 Auto File Review
Job Dependency None
Operator Instructions None
Estimated Run Time 60 minutes
Recovery/Restart This job is restartable.


Parameters

AWARD-CD-SEL-LN1
AWARD-CD-SEL-LN2
AWARD-CD-SEL-LN3
AWARD-CD-SEL-LN4
AWARD-CD-SEL-LN5
Enter up to 50 Award Codes to be ignored for students who fail an edit and who have already received awards.
EXCLUDE-INACTIVE Y = Exclude students with the inactive code as defined in Table Master WRV-EXCLUDE-CDES
N = Do not exclude students that have the inactive code.
FAF-BEG-DATE Enter range beginning date that the student's FAF must be received by. Leave blank for no beginning
date. If only this date is entered, with no end date, all records from this date and AFTER will be reviewed. Date format: MMDDCCYY Note: The FAF date is the date received on the tracking code defined in SAF/AGENCY Processing Table, under the key value of SAF057-FAF-TRACK.
FAF-END-DATE Enter range ending date that the student's FAF must be received by. Leave blank for no ending
date. The ending date can not be less than the beginning date. If both beginning and ending date are blank - all students with a completion date for FAF will be selected who also meet the other specifications. If only the end date is entered with no beginning date, all records from this date and PRIOR will be reviewed. Date format: MMDDCCYY Note: The FAF date is the date received on the tracking code defined in SAF/AGENCY Processing Table, under the key value SAF057-FAF-TRACK.
FILE-REVIEW-OPT A = Select all students to review
P = Select only students marked for professional review
S = Select all students who are not marked for a professional review
NON-SMS-EXCLUDE Exclude students not in SMS
Y = Student must have a record in SMS to be evaluated in file review.
N = All records meeting other criteria will be evaluated. Records with no SMS data will have a tracking code posted.
POST-NOTIFY-DATE Post the current date to the Notify Date
Y = Change the Notify Date to the current date
N = Change the Due Date to the current date
POST-RECVD-DATE Enter Y or N to post a received date for the File Review code if student has all required items received. Only applies if running in Final Mode
PRELIM-FINAL P = Preliminary--Do not post tracking codes report only
F = Final--Post tracking codes
SEL-DEFAULT-OPT You must enter 1,2 or 3 if you answer "Y" to Z-IN-DEFAULT-ED to perfom the in default edit.
1 = Any in default tracking code will cause the edit to fail regardless of a received date.
2 = Any in default tracking code without a received date will cause the edit to fail.
3 = The will fail if the most recent (by due date) in default tracking code does not have a received date.
SEL-PROB-OPT You must enter 1,2 or 3 if you answer "Y" to Z-PROBATION to perform the on probation edit.
1 = Any probation tracking code will cause the edit to fail regardless of a received date.
2 = Any probation tracking code without a received date will cause the edit to fail.
3 = The edit will fail if the most recent (by due date) probation tracking code does not have a received date.
SEL-REPAY-OPT You must enter 1,2 or 3 if you answer "Y" to Z-OWES-REPYMT to perform the owes repayment edit.
1 = Any owes repayment tracking code will cause the edit to fail regardless of a received date.
2 = Any owes repayment tracking code without a received date will cause the edit to fail.
3 = The edit will fail if the most recent (by due date) owes repayment tracking code does not have a received date.
SEL-TERM-OPT You must enter 1,2 or 3 if you answer "Y" to Z-TERMINATED to perform the terminated from financial aid edit.
1 = Any termination tracking code will cause the edit to fail regardless of a received date.
2 = Any termination tracking code without a received date will cause the edit to fail.
3 = The edit will fail if the most recent (by due date) termination tracking code does not have a received date.
SORT-OPTION SORT OPTION
1 = Sort by Student Identification
2 = Sort by Student Name, Student Identification
TRK-CD-OPT-DATE Enter the date that the tracking items listed in TRK-CD-OPT-SEL must be received by. Leave blank for no date requirement. Date format: MMDDCCYY
TRK-CD-OPT-SEL Enter the tracking codes that must have a received date in order for a student to be selected for file review. A student is not required to have all of the tracking codes listed, but if a student has a tracking code matching any in the list, the tracking item must have a received date. Use TRK-CD-OPT-DATE to indicate that the tracking items must be received by the specified date.
TRK-CD-RQ-DATE Enter the date that tracking items listed in TRK-CD-RQ-SEL must be received by. Leave blank for no date requirement. Date format: MMDDCCYY
TRK-CD-RQ-SEL Enter the tracking codes that must have a received date in order for a student to be selected for file review. A student must have a received date in all of the tracking codes listed. Use TRK-CD-RQ-DATE to indicate that the tracking item must have a received date by the specified date.
YR-SES-BEG The first session in the session range to review. For example, A891 or A901.
YR-SES-END The last session in the session range to review. For example, A895 or A905.
YR-SES-START Enter the first year session for the Academic year (for example, A891 or A901).
Z-AGENCY-SPONSOR Award in Sponsorship Module Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-BA-DEG-NEED Bachelors Degree in Need Database Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-BA-DEG-SM Bachelors Degree in Student System Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-ELIGIBILITY-CD Eligibility Code on Student Master Record
Y = Yes, do this edit
N = No, do not do this edit
Z-EST-INC-PAR Estimated Income Parent Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-EST-INC-STU Estimated Income Student Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-HS-GED No High School Diploma or GED Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-IN-DEFAULT-ED In Default Edit.
Y = Yes, do this edit
N = No, do not do this edit You must enter 1,2 or 3 in SEL-DEFAULT-OPT if you choose to do this edit.
Z-INVALID-INTENT Invalid Student Intent Edit
Y = Yes, do this this
N = No, do not do this edit
Z-INVALID-PROG Invalid Program Enrolled Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-NON-CITZ-NEED Ineligible Citizenship Status in Need Database
Y = Yes, do this edit
N = No, do not do this edit
Z-NON-CITZ-SM Ineligible Citizenship Status in Student System
Y = Yes, do this edit
N = No, do not do this edit
Z-NONRES-FEE-PAY Fee Pay Status other than Resident Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-OWES-REPYMT Owes Repayment Edit
Y = Yes, do this edit
N = No, do not do this edit You must enter 1,2 or 3 in SEL-REPAY-OPT if you choose to do this edit.
Z-PR-COL-TRNSFR Prior Colleges Attended in Transfer Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-PRIOR-COL-ADM Prior College Attended Admissions Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-PRIOR-COL-SM Prior Colleges Attended in Student System Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-PROBATION On Financial Aid Probation Edit
Y = Yes, do this edit
N = No, do not do this edit You must enter 1,2 or 3 in SEL-PROB-OPT if you choose to do this edit.
Z-TERMINATED Terminated from Financial Aid Edit
Y = Yes, do this edit
N = No, do not do this edit You must enter 1,2 or 3 in SEL-TERM-OPT if you choose to do this edit.
Z-VET-BENEFITS Has Veterans Benefits in Student System Edit
Y = Yes, do this edit
N = No, do not do this edit
Z-WANTS-WORK-STY Wants Work Study Edit
Y = Yes, do this edit
N = No, do not do this edit

Distribution: FAS
Created: MON, FEB 13, 2012, 03:30 PM