Colleague (UI 5) Navigation course
New to Colleague? Take our introductory on-demand course for Colleague UI 5.
FREE to all Ellucian customers (Ellucian HUB login required).
On-Demand Courses for Colleague Financial Aid (UI 5)
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Colleague Financial Aid Structure and Setup |
Financial Aid File Structure |
In this course, you learn how to set up Financial Aid file structures. |
7 minutes |
premium |
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Financial Aid Basic Parameters and Defaults |
In this course, you learn how to view basic Financial Aid parameters and defaults. |
10 minutes |
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Rules and Rule Tables |
In this course, you learn how to set up rules and rule tables. |
15 minutes |
premium |
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Managing Attendance Patterns |
Setting Up and Assigning Attendance Patterns and Award Periods |
In this course, you learn how to manage attenance patterns by setting up and assigning attendance patterns and award periods. |
15 minutes |
premium |
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Assigning Attendance Patterns Manually and in Batch |
In this course, you learn how to assign attendance patterns manually and in batch. |
6 minutes |
premium |
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Creating a Cost of Attendance |
In this course, you learn how to create a cost of attendance. |
12 minutes |
premium |
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Assigning Student Budgets |
In this course, you learn how to assign student budgets. |
8 minutes |
adv+ premium |
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Awarding and Packaging |
Creating an Award Code |
In this course, you learn how to create an award code. |
12 minutes |
premium |
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Managing Award Parameters |
In this course, you learn how to manage award parameters. |
21 minutes |
premium |
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Awarding Funds Manually and in Batch |
In this course, you learn how to award funds manually and in batch. |
30 minutes |
premium |
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Enabling Automatic Packaging |
In this course, you learn how to enable automatic packaging. |
21 minutes |
premium |
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Communications Management in Financial Aid |
Using Communications Management in Financial Aid |
In this course, you learn how to leverage communications management in the Financial Aid office. |
30 minutes |
premium |
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Setting Up Award Letters |
In this course, you learn how to set up award letters. |
10 minutes |
premium |
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Setting Up the Financial Aid Shopping Sheet |
In this course, you learn how to set up the financial aid shopping sheet. |
9 minutes |
premium |
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Managing ISIRs |
Managing ISIR Imports |
In this course, you learn how to set up and import ISIRs. |
27 minutes |
premium |
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Correcting and Exporting ISIRs |
In this course, you learn how to correct and export ISIRs. |
23 minutes |
premium |
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Managing Credits and Disbursements |
Managing Disbursement Controls |
In this course, you learn how to manage disbursement controls. |
14 minutes |
premium |
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Managing Disbursements to Student Accounts |
In this course, you learn how to disburse funds to student accounts. |
23 minutes |
premium |
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Financial Aid Satisfactory Academic Progress (FASAP) |
Managing Financial Aid Satisfactory Academic Progress (FASAP) Planning |
In this course, you learn how to manage Financial Aid Satisfactory Academic Progress (FASAP) Planning. |
33 minutes |
premium |
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Return of Title IV Calculations |
Processing Return of Title IV Calculations |
In this course, you learn how to process the return of Title IV calculations. |
21 minutes |
premium |
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Transfer Monitoring |
Monitoring Transfers in Colleague |
In this course, you learn how to monitor transfers in Colleague. |
15 minutes |
premium |
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Counseling Students |
Counseling Students |
In this course, you learn how to leverage the information on the FASI-Financial Aid Status Info Form to counsel students. |
31 minutes |
premium |
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Running Delivered Reports in Colleague Financial Aid |
Federal Reporting: IPEDS and FISAP |
In this course, you learn how to set up and process federal reports. |
26 minutes |
premium |
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Running Delivered Student Budget Reports |
In this course, you learn how to run delivered Financial Aid Student Budget reports in Colleague. |
9 minutes |
premium |
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Running Delivered Award and Fund Management Reports |
In this course, you learn how to run the delivered award and fund management reports in Colleague. |
15 minutes |
premium |
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Running Delivered AR Disbursement Reports |
In this course, you learn how to run delivered Financial Aid AR Disburment reports in Colleague. |
8 minutes |
premium |
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Running the Delivered COD Reports |
In this course, you learn how to run delivered Financial Aid COD reports in Colleague. |
18 minutes |
premium |
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Running the Delivered Pell Reports |
In this course, you learn how to run delivered Financial Aid PELL reports in Colleague. |
9 minutes |
premium |
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Running Delivered Reconciliation Reports |
In this course, you learn how to run delivered Financial Aid Reconciliation reports in Colleague. |
10 minutes |
premium |
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