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Setup Required to Import EDExpress Awards

In order to import awards from EDExpress or import awards from PowerFAIDS, minimal setup must first be completed in the CAMS Manager and Financial Aid modules. Click here for an overview of complete setup of the Financial Aid module. Minimal setup includes the following items:

To do minimal setup in CAMS awards imported from EDExpress:

  1. From the CAMS Enterprise Home page, click CAMS Manager >Lookup Table Options >Transaction Documents table. Note that the TransDoc name will become the award name. All awards must exist in CAMS in order to be imported. Be sure to indicate whether awards are 1098 deductible.
  2. Once awards are entered into the TransDoc Reference table in CAMS Manager, you must generate them in the Award Reference list in Financial Aid >Setup >Award Reference.
  3. In Financial Aid >Setup >Award Reference, indicate in the Award Reference Entry window the EDE Fund Code which coordinates with each award in the Award Reference List. CAMS uses the EDE Fund code to determine whether there is a matching award in CAMS during the EDEXpress award import process. If an award exists but no EDE Fund Code is present, CAMS will not import the award, and instead will display it on an exception list.
  4. Create Academic and Financial Aid years in Financial Aid >Setup >Yearly Setup. This is necessary because during the import process, you will be asked to determine to which Academic and Financial Aid years the awards should be assigned if this designation does not already exist in the Student Financial Aid Status Record.
  5. Create and associate the Award Distribution Calendar in Financial Aid >Setup >Yearly Setup >Financial Aid Years. This is how CAMS calculates how imported awards should be distributed.
  6. Minimal setup of Financial Aid for EDExpress award import process is complete. Click here for instructions on how to import awards from EDExpress.

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