Banner Financial Aid - 2016-2017 New Aid Year Checklist - Start-Up Checklist

Sep 15, 2026

Uploaded by Oliver

Banner Financial Aid 2016-2017 New Aid Year Checklist provides a structured setup guide to ensure required tables are prepared for new aid year processing. The document explains the Financial Aid New Year Roll process (ROPROLL), including parameter defaults and how to verify roll success via output files. It also defines how checklist symbols indicate optional, HR/Finance-dependent, and function-specific required forms. The checklist then progresses module-by-module and concludes with system validation forms and required system tables.

LanguageEnglish

CategoryForms

FormatPDF

Pages40

Reading Time14 min

AccessFree to download

Introduction

Documentation corrections/clarifications

Overview

New Year Start-Up Checklist

Financial Aid New Year Roll Process (ROPROLL)

Warning and example guidance

Module setup checklist

Common Functions Module

Data Management Module

Need Analysis Module

Requirements Tracking Module

Aid Year Budgeting Module

Period Budgeting Module

Funds Management Module

Packaging And Disbursement Module

Loan Processing Module

Electronic Data Exchange (EDE) Module

Student Employment Module

Athletic Module

Schedules and references

Schedule A—System validation and rules form reference

Schedule B—Delivered system required data

Tables Reference

Banner Financial Aid 2016-2017 New Aid Year Checklist Release 8.25 January 2016 Without limitation: Ellucian®, Banner®, Colleague®, and Luminis® are trademarks of the Ellucian group of companies that are registered in the U.S. and certain other countries; and Ellucian Advance™, Ellucian Course Signals™, Ellucian Degree Works™, Ellucian PowerCampus™, Ellucian Recruiter™, Ellucian SmartCall™, are also trademarks of the Ellucian group of companies. Other names may be trademarks of their respective owners. © 2016 Ellucian Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question. In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will guarantee compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting, and other similar professional services from competent providers of the organization's own choosing. Ellucian 4375 Fair Lakes Court Fairfax, VA 22033 United States of America Contents Introduction................................................. 4 Documentation corrections/clarifications ................................ 4 Overview ........................................................... 4 New Year Start-Up Checklist ................................... 5 Financial Aid New Year Roll Process (ROPROLL) ......................... 5 Common Functions Module (*RESCOMN) ................................ 10 Data Management Module (*RESDATA) .................................. 14 Need Analysis Module (*RESNEED) ..................................... 15 Requirements Tracking Module (*RESTRACK) ............................ 16 Aid Year Budgeting Module (*RESAIDYBUDG) ............................ 18 Period Budgeting Module (*RESPRDSBUDG) ............................. 21 Funds Management Module (*RESFUND) ................................ 23 Packaging And Disbursement Module (*RESPACK) ........................ 26 Loan Processing Module (*RESLOAN) ................................... 31 Electronic Data Exchange (EDE) Module (*RESEDE) ....................... 33 Student Employment Module (*RESEMPL) ............................... 34 Athletic Module (*RESATHL) ........................................... 35 Schedule A—System validation and rules form reference .................. 36 Schedule B—Delivered system required data ............................ 39 Tables Reference ..................................................... 39 Introduction Documentation corrections/clarifications Any corrections/clarifications to this documentation that arise, subsequent to its posting, will be documented in the, Are there any corrections/clarifications to the documentation for Banner Financial Aid 2016-2017 New Aid Year Checklist?, Article \# 000034862, and made available through the Ellucian Support Center ([http://www.ellucian.com/Solutions/](http://www.ellucian.com/Solutions/)[ ](http://www.ellucian.com/Solutions/)[Ellucian-Client-Support/](Ellucian-Client-Support/)) . Please refer to the Article periodically as you use to this document. Overview The intent of this document is to ensure that you have set up the required tables for new aid year processing. Note: You can also use this document to assist in a new implementation of Banner Financial Aid. This checklist begins with a description of the Financial Aid New Year Roll process (ROPROLL) . The ROPROLL process helps you to set up your Financial Aid system for the new aid year by rolling selected rules from one aid year to the next. Following the description of the ROPROLL process, the

FAQs

What is the purpose of the Banner Financial Aid 2016-2017 New Aid Year Checklist?

The checklist ensures required tables are set up for new aid year processing and supports new Banner Financial Aid implementations. It explains the ROPROLL roll process and then organizes the setup by financial aid modules.

How does the ROPROLL process prepare the system for a new aid year?

ROPROLL copies selected aid-year-specific information from one aid year to the next. Process parameters control which rules roll forward, with some parameters defaulting to Y and others to N.

How can users tell whether ROPROLL succeeded?

Users can verify success by printing or reviewing the ROPROLL output file created by the process, including the rolled rules and related results.

Sep 15, 2026

Uploaded by Oliver