For Financial Aid
Contents
EAS Financial Aid Setup
Financial Aid items
Need Workbook
Enabling Applications
EAS Financial Aid Receiving
Match
Match File# fills in the Entcode field. The match process assists with this, but the number can manually be filled in if necessary.
Print/File and Move
The applications are next to be printed and moved. The printing is to a PDF; the move is taking the data from the application and moving it into CrossRoad. In that process the financial need file is exported.
The resulting PDFs should be a) copied to a temporary folder for consolidation and b) filed in CrossRoad.
Import to Need Workbook
Financial Need data should be copied from the resulting needfile.csv. This goes onto the final tab of the workbook at the bottom of the list. Duplicates are highlighted in RED (usually these are due to a student revising his/her application); because of the large number of linked formulas, it is best to copy and paste all the data up over the first of the duplicates rather than deleting that row.
The CSV file should be date stamped after import.
EAS Financial Aid Need Importing
The Financial Need Workbook calculates the need values for each student. This needs to be audited for errors (such as incorrect province codes, or non-numeric in numeric fields).
Once these are fixed, then the data on the NeedToCr tab needs to be sent to a CSV file. That file is imported into the need2cr.dbf (need2cr.ntx) table. That table then needs to have its values overwrite those in scholars.dbf.
Consolidated PDFs
The copies of the applications for consolidation can be merged into a single pdf (using a PDF merge tool). The arrangement of these should be in a useable order.
Alternatively, it would also be possible to place these documents into a SharePoint folder for use during meetings. I suggest a separate library so that searching can be isolated to that library.
