Configure SAP & Alerts Settings for Campuses

You can use the SAP & Alerts tab to set up the CommonLine Import path and an alert for automatic disbursement updates. You can use this page to determine when SAP can be run and view automated SAP results.

You can also direct Anthology Student not to update Academic Year (AY) and Loan Period (LP) Credits/Hours/Weeks when entering transfer credits if any award in the AY/LP is fully disbursed.

Prerequisites

You must have System - Settings - Campuses - Manage authorization.

If you want to edit an item and it is associated with more than one campus, you must have access to all the campuses. For example, if the item was configured so that it is available at three campuses and you only have access to two of the campuses, you can view, but cannot edit it. (When you add an item, you can only select campuses where you have access.)

You should be familiar with:

• Background for SAP

• Background for SPE

• Background for Direct Loans

• Background for Title IV

Access Method

SAP & Alerts tab ( Select the Settings tile > locate System in the tree > select Campuses > select the name of an existing campus on the list or click the New button, specify the required information and Save the campus > select the Financial Aid tile. )

Procedure to Edit Items

1. Click the SAP & Alerts tab.

2. Review, specify, or change the following values.

   CommonLine Path Specify the CommonLine import path directory.

   Entrance Interview Document Select the Entrance Interview document. When the document has been added to the student's document folder and the document status code is OK, REC, RECVD, RECEIVED, REC'VD, or A and is associated with an Approved/On file status, the entrance interview date in the Academic Year form is set to the date the document was received.

3. Under Disbursement Auto update Alert This feature is specific to notifications for adjustments made by Student Pace Evaluation (SPE). You can set up notifications for Title IV grant disbursements or Direct Loans. You can configure the system to notify a staff member when a Direct Loan is canceled or cannot be canceled by SPE, or when Title IV grant disbursements are canceled by SPE. For additional information, see Background for Campuses Financial Aid., review, specify, or change the following values.

   Academic Year/ Loan Period Specify whether or not you want to enable the Academic Year/Loan Period Notification field. For additional information on Academic Year/ Loan Period, see Background for Campuses Financial Aid. Academic Year/ Loan Period Notification Select the staff member who will receive a notification when the system did not change a student's credits/hours or weeks values due to an award being fully disbursed. This field is available only when Academic Year / Loan Period is set to Yes. Cancel Direct Loan Select whether or not you want to notify a staff member when a Direct Loan is canceled/cannot be cancelled by SPE. When you select Yes, the Cancel Direct Loan Notification field becomes editable. For additional information, see Background for Campuses Financial Aid. Cancel Direct Loan Notification Select the staff member to be notified when a Direct Loan is canceled/cannot be cancelled by SPE. This field is editable only when Cancel Direct Loan is set to Yes. Cancel Disbursement Template Select the disbursement template. This field is editable only when Cancel Direct Loan is set to Yes.

   Cancel Grant Disbursements Specify whether or not you want to notify a staff member when Title IV grant disbursements are canceled by SPE. When you select Yes, the Cancel Disbursement Template, Re-expect Disbursement Template, and Notify Staff fields become editable. For additional information, see Background for Campuses Financial Aid. Notify Staff Select the staff member to be notified when Title IV grant disbursements are canceled by SPE. This field is editable when Cancel Grant Disbursements is set to Yes. Re-expect Disbursement Template Select the disbursement template to re-expect. This field is editable only when Cancel Direct Loan is set to Yes. Title IV Eligibility Select whether or not you want to set up Title IV eligibility notifications for a user. When you select Yes, the Title IV Eligibility Notification field becomes editable. Title IV Eligibility Notification Select the staff member to be notified about changes to a student's Title IV eligibility. This field is editable only when Title IV Eligibility is set to Yes.

4. Under SAP, review, specify, or change the following values.

   Continue calculation days after payment period end Specify the number of days after a payment period end date during which Automated SAP processing occurs. Once this value has been exceeded, automatic or manual SAP processing no longer occurs, unless you have the authority to override this setting. If the field blank, manual processing may be done at any time but no Automatic SAP processing occurs. Continue calculation days after term end Specify the number of days after a term end date during which Automated SAP processing occurs. Once this value has been exceeded, automatic or manual SAP processing no longer occurs, unless you have the authority to override this setting. If the field is blank, manual processing may be done at any time but no Automatic SAP processing occurs.

   Enable Automated SAP reporting on Daily Menu Select the check box when your campus uses Automated SAP Reporting and wants to allow viewing of the results of SAP Calculation Processing. Perform SAP after dropping student Select the check box to calculate SAP for any student who has dropped.

5. Click Save to save the changes.