How to Move Addresses from J1 into PowerFAIDS
Successfully transferring J1 addresses to PowerFAIDS requires institutions
to define and use Address Type.
|
As a campus, you should decide how
you are going to classify your different addresses. For example,
address codes PGDN (Guardian/Parent), PFTH (Person Father), and
PMTH (Person Mother) could all potentially have the address type
P (Parent) associated with them.
Once you start using the four PowerFAIDS Address Types, do not
delete them. The four PowerFAIDS Address Types include L (Local),
P (Parents), C (On-Campus), and F (Off-Campus).
Make sure that all users on your campus are aware of the decisions
made regarding address type. Otherwise, information may not transfer
between databases. |
In addition to the *LHP address, it is possible for you to move one
additional address from J1 into PowerFAIDS.
Initial Setup Steps
1. Using
the Common module, set up an Address
Type in the J1 Address Master table.
a. Open the
Maintain Addresses
window.
b. Highlight
one of the addresses.
c. Right-click
in the Type column, and choose
Maintenance Screen.
d. The Maintain Table Values
window opens with the Column Name of addr_type.
e. Add a
row for each of the PowerFAIDS Second
Address codes that you want to use. If you think that you will use
all four codes (C, F,
L, and P)
at some time in the future, create them now.
f. Save.
2. In the
Financial Aid Manager module, open the PowerFAIDS
to J1 Address Type Cross References window.
a. Select
Add Row from the right-click menu.
b. From the
drop-down list in the J1 Address Type
column, select the first of the PowerFAIDS Address Types you entered in
Step 1e.
c. From the
drop-down list in the PowerFAIDS Address
Type column, select the value you wish to associate with this J1
Type.
d. Repeat
Steps 2b and 2c until you have cross-referenced all address type codes.
e. Save.
Steps to Configure Addresses to Update in PowerFAIDS
1. Open the
Configure
Optional Student Data Elements to Transfer window.
2. Decide
if you want to update only the primary address, only the secondary address,
or both the primary and secondary addresses in PowerFAIDS.
3. To update
the primary address, select the following fields: Street 1, Street
2, City, State, Country, ZIP, ZIP+4.
4. To update
the secondary address, select the following fields: 2nd address
destination, 2nd addr street 1, 2nd addr street 2, 2nd addr city, 2nd
addr state, 2nd addr country, 2nd addr zip, 2nd addr zip+4.
5. If you
want to include phone numbers associated with each primary and/or secondary
address, include Telephone for primary and 2nd addr telephone for secondary.
6. Save and
Close.
Steps to Transfer J1 Address Information to PowerFAIDS
1. Open the
Create Student
Update to Financial Aid window.
2. Select
the Address Priority code
that will be used to collect the appropriate address from each student.
The Address Priority code will identify the first two addresses for a student
and select those to be transferred as the primary and secondary addresses
for PowerFAIDS. If you are electing to only transfer a single address,
either primary or secondary, then only the first address found for the
student based on the Address Priority code is transferred.
3. Complete
all the other required data choices on this window.
4. Click
OK or Schedule
to launch the data collection and transfer process.
When the External Update is executed in PowerFAIDS, you should see additional
updated address information on the Contact Information panel of the Personal
Profile view in PowerFAIDS.