NCCCS Student Overview Session

1. NCCCS Student Overview Session Introduction

2. NCCCS Student Overview Session Curriculum Management & Faculty Information

3. Curriculum Management Curriculum Management Includes: • Maintaining Courses • Creating Sections • Updating Academic Programs

4. Courses Courses are templates for offered sections • Most are downloaded from the System Office • Schools may create their own offerings and submit to the system office for approval • Some CU courses and many CE courses can be copied at your institution. Almost all can be split into multiple offerings

5. Courses • CRSE—The course screen defines offering values which will default to sections

6. Course Requisites • CREQ—Courses can have state or local prerequisites as well as optional or required corequisites

7. Sections Sections are the scheduled classes that students register for • Most of the information is populated from courses, some of which may be changed • Sections have scheduled, specific meeting times • Almost all have faculty assigned to them • Sections may copied individually or in batch

8. Sections • SECT—The anchor screen for sections

9. Section Scheduling • SOFF—Setting meeting times

10. Faculty Assignment • FASC—Assigning faculty members

11. Academic Programs Academic Programs are what students apply to and are assigned • They are a combination of major and academic level • Specified as degree, certificate, or diploma • They are attached to catalogs and have specific requirements that can be updated • CE, BSP, AHS, & SPEEDE are delivered; most CU programs will be converted

12. Academic Programs • PROG—The anchor screen for programs

13. Program Requirements • APRS—Catalog specific parameters

14. Faculty Information Faculty Information includes: • Creating faculty members and assigning them to teach sections • Giving faculty members non-instructional roles and assignments • Making faculty advisors and assigning them advisees

15. Faculty • FCTY—Faculty member anchor screen

16. Faculty Memberships • FMBS—Faculty can be members or advisors to groups and receive load or a contract for their work

17. Faculty Advising • FADT—Faculty can be assigned advisees manually or in a batch using rules

18. Web Advisor For Faculty

19. My Advisees

20. Online Class Roster

21. NCCCS Student Overview Session Recruitment, Admissions, and Communications Management

22. Recruitment And Admissions Recruitment and Admissions include: • Tracking prospects • Entering applications for potential students • Automated incoming and outgoing correspondence

23. Prospect Recruitment • Create prospective student records • Capture data about prospective students • Track recruitment activities

24. Prospects may be looked up by: First Name Last Name Last Name, First Name Partial Name SSN Colleague ID Phonetically Prospect Lookup

25. Prospects • PRSP – Prospect Summary Screen used for entering data about potential applicants

26. Name and Address information • For new records, data is entered on NAE

27. Admissions • Create student application records • Enter multiple applications • Record Test Score Data • Give credit for transfer work • Track Institutions Previously Attended • Assign students to output documents through data entry and/or automatic processing using rules.

28. Short Application Entry • SHAP—Short Application screen is used to enter individual applications

29. Institutions Attended Summary • IASU—Institutions Attended tracks any previous applicant schools

30. High School Attended • HSA—High School Attended records data on an applicant’s high school career

31. Test Summary • TSUM—Enter and look up an applicant’s entrance and placement tests

32. External Transcript Summary • EXTS—Shows summary of transfer work and any equivalencies earned

33. WebAdvisor For Applicants

34. Applicant Test Score Viewing

35. Applicant Search For Classes

36. Communications Management • Records documents received • Records documents sent • Output includes printouts, labels, Word documents, and email • Postings occur by individual and group data entry and automatic rules setup • Available throughout all of Colleague

37. Document Setup • DOC—Document screen lets you choose the type and customize the message sent

38. Individual Pending Correspondence • IPC—The Pending Correspondence screen shows all outgoing and pending communications to a person

39. Communication Received • CRI—The Communication Received entry screen shows all incoming contact

40. Applicant Document Tracking

41. NCCCS Student Overview Session Financial Aid

42. Datatel Leading the Market • Datatel is the first to deliver: • Integrated enterprise suite for HE (1979) • Integrated Communications Management (mid 1980’s) • Completely date-driven system (1996) • Rules-based configuration (1996) • FA regulatory releases (1995 – Present) • Degree audit online (1999) • Built-in e-commerce (2000) • Automated (with A/R) Return of Title IV Funds (2001) • Built-in SEVIS Monitoring and Reporting (2002) • Student Educational Planning (2002) • Instant Enrollment for CE students (2002) • Award Acceptance & Loan Change (2002) • Automated FA data exchange (2003) • Built-in workflow engine (2003) • Full e-recruitment suite (2003) • Smart Registration (2004)

43. Colleague Financial Aid Vision: To be the single source for financial aid and student aid data designed to overcome institutional challenges and maximize enrollment while ensuring regulatory compliance.

44. Colleague Financial Aid The Industry Leading Financial Aid System provides: • Full regulatory compliance with 1st to market updates • Seamless integration with Academic Records and Student Accounts • Event driven Communications Management • Robust Fund Management and Reporting Tools • Student Self-Service

45. Guiding Strategies • 1st to Market Regulatory Updates • Import ISIRs sooner • Generate award letters faster • Streamline the Financial Aid Process • ISIR Transaction History • Auto-Packaging • Automated COD processing • Maximize Student Services and Increase Productivity • WfMS • Student self-service

46. Regulatory Compliance Our Analysts are always on top of the latest regulatory changes so you don’t have to be. • First to market with regulatory updates • Automated Return of Title IV funds • Automatic exchange of FAFSA, COD, and FFELP data • Need Analysis calculations include: • The College Board’s Institutional Methodology (IM) • Unique and flexible Supplemental Methodology (SM) • Federal Methodology (FM)

47. Seamless Integration An easy to use, on-line, real-time, and highly integrated data structure is provided to meet your FA Offices’ needs. • Automated Satisfactory Academic Progress calculation and student notification system • Data integrity checking to the field level • Cross department work-flows designed to maximize institutional effectiveness

48. Communications Management Colleague provides the means to collect, manage, and distribute financial aid information to the institution and community. • Manage & coordinate large or small mailings such as award letters or default prevention information • Streamline missing information tracking • Event driven user defined rules • Output via email, reports, labels, brochures, etc.

49. Fund Management and Reporting Tools Colleague provides you the right data at the right time to maximize decision making during critical times • Rules based and event driven automatic packaging and awarding criteria • Automated award re-calculation based on enrollment patterns and award eligibility • Variety of delivered reports and processes designed to provide quick access to data and to maximize fund management control.

50. Student Self-Service Students accessing data anywhere, anytime ensures top notch customer service. • Current award information by year and by term • Complete account summary including pending and awarded financial aid • Missing/received documentation • Award letters • Loan application • Increase/decrease loan amounts • Accept/reject awards