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Knowledge base
GEGI Manuals
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1
A Guide to Contacting Recruiter for Your Hiring Needs
Accounting
25
Audit Trail Report
Automatic Online Payments Configuration
Bad Debt & Bad Debt Recovery
Balance Adjustment
Balance Due Calculation
View all 25
Administration
2
Access Type
How to Customize PDF Templates?
Audit Reports
2
BPPE Annual Reports
Student Tuition Recovery Fund (STRF)
Billing
3
Applying Billing Transactions
What Should I Do if a Student Has Unpaid Tuition Bills in the Previous Group?
Billing Reports
Configuration Guide
12
Table of Contents — Configuration Guide
Introduction — Configuration Guide
Basic Configuration
User Access, Roles and Permissions
Programs and Groups
View all 12
Documents Guide
8
Table of Contents - Documents Guide
Student Folders Tab in the Student Profile
Downloading Multiple Documents as a Single Archive for One or More Students
Deleting Documents
Documents Audit: Сhecking the Сontents of Uploaded Documents
View all 8
Education
23
Clinical Enrollment Areas
College Grade Levels
Configuring the List of Books for Programs, Courses, and Students
CourseKey Integration
Courses Report
View all 23
Enrollment
9
How to Transfer a Student Between Groups or Campuses?
Institutional Grants
How to Create an Adjustment in EA and FA Plan?
How to Enroll a Student After Adding His Profile in GEGI?
How to Configure the Enrollment Agreement?
View all 9
E-Sign Guide
10
Table of Contents - E-Sign Guide
What is E-Sign?
How to Send Documents for Signature Using E-Sign
How to Sign E-Sign Package as an Employee
How to Sign E-Sign Document as a Student
View all 10
General
29
System Requirements (Browsers)
Interface Features on Different Devices
Automatic Changes of Stages of Pipeline in Group
Checklist Configuration
Data Retention Settings
View all 29
ISIR Guide
8
Table of Contents - ISIR Guide
ISIR: Review ISIR Files
ISIR: Email Report About New ISIR Files
ISIR: Download ISIR Files
ISIR: Update Financial Aid Plan and FA Tracking Form Using the Data From ISIR Files
View all 8
Financial Aid
21
Credit Balances for Refund Report
College Financing Plan
Downloading Files From the SAIG (FTI-SAIG) Mailbox
Export Students Spreadsheet to Ascendium
FA Reconciliation Report
View all 21
Reporting System Guide
9
Table of Contents — Reporting System Guide (Metabase)
What is the Reporting System?
What is the Collection?
Your Personal Collections
Sorting and Filtering Reports by Columns
View all 9
Students
0
Students Guide
12
Table of Contents - Students Guide
Introduction to Students Guide
My Profile Tab
Online Payments
Communication Tab
View all 12
GEGI Release Notes
April 2024
3
Table of Contents — GEGI 4.73.0
Originate & Disburse: Added the Automatic Originations Update When Changing the Financial Aid Plan
Stages of Pipeline: Disabled Reverting the Stage of Pipeline to ENROLLING After Creating Drafts for Signed Enrollment Agreements
March 2024
1
Table of Contents — GEGI 4.72.0
February 2024
2
Table of Contents — GEGI 4.71.0
Financial Aid: Added Automatic Notifications about Draft EA
January 2024
1
Table of Contents — GEGI 4.70.0
December 2023
2
Table of Contents — GEGI 4.69.0
ISIRs: Added Support for ISIRs 2024-2025
November 2023
1
Table of Contents — GEGI 4.68.0
October 2023
1
Table of Contents — GEGI 4.67.0
September 2023
2
Table of Contents — GEGI 4.66.0
Changed the Display Rules for the “C” (Credit Granted) Icon with Student Names
August 2023
2
Table of Contents — GEGI 4.65.0
Financial Aid Plan: Add Non-Direct Educational Costs in Bulk
July 2023
3
Table of Contents — GEGI 4.64.0
Added Quarter Credit Hours Programs
Added the Comment Field in the Expected Payments
June 2023
1
Table of Contents — GEGI 4.63.0
May 2023
2
Table of Contents — GEGI 4.62.0
SAP Rules: Decimal Numbers Are Allowed for Credit and Clock Hours
April 2023
3
Table of Contents — GEGI 4.61.0
Changed the Rules for Switching the Main Stage of the Pipeline
Added New Rules for Setting the Official Graduation Date Automatically
March 2023
6
Table of Contents — GEGI 4.60.0
Added the Automatic Balance Calculation
Added the Ability to Change the Date for the Automatic Revenue Adjustment
Added the Validation of All Grades Before Setting Is Final Grade
Enrollment: Added Enrolled Stage of Pipeline Change After Enrollment Agreement Is Signed Using E-sign or Uploaded to Student Folder
View all 6
February 2023
1
Table of Contents — GEGI 4.59.0
January 2023
3
Table of Contents — GEGI 4.58.0
Added Hours Number Validation When Planning Course Classes
Added the Billing Account Activity Check Before Deactivating a Student’s Access to GEGI
December 2022
2
Table of Contents — GEGI 4.57.0
Automatic Sending of the W-9S Form After Student’s Data Change
November 2022
1
Table of Contents — GEGI 4.56.0
October 2022
4
Table of Contents — GEGI 4.55.0
Added the Ability to Generate the W-9S Form With Prefilled Student Profile Data
Originate & Disburse: Fixed the Academic Year Date Calculation for Not Full Academic Years
Student Folders: Added Permission to View Documents with SSN
September 2022
10
Table of Contents — GEGI 4.54.0
Users: Added the Permission to Access the Students’ Data of Special Importance
Transcript: Added the Automatic Grade Replacement for LOA/Dropped/Transferred Students
Enrollment Agreement: Added the Ability to Not Charge for Repeated Courses
Revenue: Added the Ability to Add a Comment for Revenue Adjustments
View all 10
August 2022
6
Table of Contents — GEGI 4.53.0
Transcript PDF: Added the Date of Birth and SSN
Financial: Improved the Automatic Distribution of Open Balance Between Payments
Payments & Refunds: Added the Ability to Change the Student and the Award
FA Plan: Added the Ability to Add Estimated Payments Without the Award Year
View all 6
July 2022
3
Table of Contents — GEGI 4.52.0
Program: Added the Setting to Disable the Validation of "Official Graduation Date" Matching the Last HESI Grade Date
FA Tracking Report: Added A New Filter to Search Students With and Without FA
June 2022
3
Table of Contents — GEGI 4.51.0
Award Refunds: Added the ability to define that a refund is refunded under 34 C.F.R § 668.22
Added the Ability to Omit SSN/ITIN for Foreign Students
May 2022
6
Table of Contents — GEGI 4.50.0
Added Returned Check Fees
Registration Form: Added Bills for Registration Fee Charges
Added the Ability to Set "N/A" as a Grade in the Transcript
Registration Form: Disabled Adding Registration Fee Charges with Future Date
View all 6
April 2022
1
Table of Contents — GEGI 4.49.0
March 2022
4
Table of Contents — GEGI 4.48.0
Added Balance in Bills/Payments
Show Completed Courses From Previous Groups in the Enrollment Agreement
All Tuition Charges Are Now Included Into the Automatic Tuition Fee Calculation
February 2022
7
Table of Contents — GEGI 4.47.0
Added the Ability to Void, Edit, and Delete Bills Without the Expected Payments Draft
Added the Email Notification about Canceled E-Sign Packages
Added the Ability to Disable the Cost per Hour (Credit) Field and Automatic Tuition Fee Calculation
Added Collection Agencies
View all 7
January 2022
3
Table of Contents — GEGI 4.46.0
Added the Ability to Populate the Enrollment Agreement and the Financial Aid Plan for Transferred Students
Added the New Limitations for the Enrollment Agreement Population
December 2021
4
Table of Contents — GEGI 4.45.0
Enrollment Agreement: Added the Ability to Select a Template
Added New Refund Types
Billing: Added the Ability to Create Bills Without the Expected Payments Draft
November 2021
4
Table of Contents — GEGI 4.44.0
Enrollment Agreement: Added the Ability to Edit Courses and Books Without Creating a Draft
User Details: Added the "Preferred Pronoun" field
Automatic General Journal Entry Transactions Creation After Voiding a Refund
October 2021
3
Table of Contents — GEGI 4.43.0
Received Payments: Added the Ability to Edit Deposited Payments
Originate & Disburse: Validate Data Before Sending to COD
September 2021
3
Table of Contents — GEGI 4.42.0
Deposits Reconciliation: Added Ability to Cancel Reconciliation
Received Payments: Added "Select All Rows", "Reset", and "Invert Selection"
August 2021
5
Table of Contents — GEGI 4.41.0
Originate & Disburse: Added the Ability to Search Not Originated Students
Stages of Pipeline: Added a Limitation When Changing From ACTIVE to NOT STARTED
Enrollment Agreement: Updated the STRF Charges Calculation
Lead Details: Added the "Preferred Pronoun" field
July 2021
4
Table of Contents — GEGI 4.40.0
Student Folders: Added the ability to download PDFs generated by GEGI
Expected Payments: Limited the Ability to Void Bills with Past Dates
Academy Settings: Added the possibility to configure a list of domains that allow granting access to GEGI
June 2021
2
Table of Contents — GEGI 4.39.0
Adding Adjustments for Charges to the A/R Card
May 2021
1
Table of Contents — GEGI 4.38.0
April 2021
3
Table of Contents — GEGI 4.37.0
Added the Ability to Set Cost per Hour for Professional Courses
Added Breaks to the Academic Year End Date Calculation
March 2021
2
Table of Contents — GEGI 4.36.0
Transaction Auto-Creation After Pending Period
February 2021
2
Table of Contents - GEGI 4.35.0
Billing: Added the Automatic Voiding of Unpaid Bills for DROPPED Students
January 2021
1
Table of Contents - GEGI 4.34.0
December 2020
2
Table of Contents - GEGI 4.33.0
FA Plan: Added the ability to copy FA Plan templates to multiple groups
November 2020
5
Table of Contents - GEGI 4.32.0
Enrollment Agreement: Added the Automatic Tuition Fee Cost Calculation
Registration Form: Added the ability to add Registration Fee to A/R Card at registration
ISIRs: Update of ISIR PDF 2021-2022
Accounting: Added the ability to add Credit Card refunds to deposits
October 2020
2
Table of Contents - GEGI 4.31.0
Documents: Added the ability to download documents from the e-sign package separately
September 2020
1
Table of Contents - GEGI 4.30.0
August 2020
2
Table of Contents - GEGI 4.29.0
Bulk Emails: Added the ability to use substitutions for a group and a course in the emails
July 2020
2
Table of Contents - GEGI 4.28.0
Enrollment Agreement: Template for one group was added
June 2020
2
Table of Contents - GEGI 4.27.0
Student Folders: Added the ability to download the current documents
May 2020
3
Table of Contents - GEGI 4.26.0
Billing: Added the ability to manually perform payment application/reapplication for bills
Deposits: Added the ability to mark deposits as "Reconciled with Bank"
April 2020
3
Table of Contents — GEGI 4.25.0
Aging Summary reports: Added the ability to configure Aging Period
FA Tracking Form: Added the Grade Level in College field and the Degree/Certificate field that can be updated from ISIR file
March 2020
2
Table of Contents — GEGI 4.24.0
SAP Rules: Changes to the calculation of SAP Rules for Clock Hours Programs
February 2020
1
Table of Contents — GEGI 4.23.0
January 2020
3
Table of Contents — GEGI 4.22.0
Scheduled Charges: Added the Transaction Date field
Text Messages: Added validation of the student list after selecting a campaign
December 2019
3
Table of Contents - GEGI 4.21.0
Added the ability to make FA charges dates dependent on SAP rules
All URLs are hidden from the page before printing it
November 2019
5
Table of Contents - GEGI 4.20.0
Added the ability for a student to take courses in different groups of the same program
Added the ability to select the Credit Granted Courses in Enrollment Agreement
Enrollment Agreement: Added the ability to configure Opted Out fields
Aging Summary Billing: Added the ability to search students by selected stage in the selected period
October 2019
7
Table of Contents - GEGI 4.19.0
Grading: Added the checking for changes in Final Grade and Stage of Pipeline in Group after changing Letter Grade
Enrollment Agreement: Added an ability to enter 0 for Transfer Credit Contact Hours
Financial: Reorganized Financial Menu
ISIR: Added an ability to update PP and FA Tracking Form immediately after creation
View all 7
September 2019
9
Table of Contents - GEGI 4.18.0
Duplicated Students & Not Duplicated Students reports: Added GEGI dialog instead of Browser dialog
Duplicated Students: Removed the "Show Duplicates between All Campuses" field
Duplicated Students: Removed SSN search logic
Attendance: Added the ability to specify the type of Absence
View all 9
August 2019
5
Table of Contents - GEGI 4.17.0
Leads & Students: Added hints for "Distance to Campuses" field
Leads & Students: Improved searching by Verification Groups
Withdrawal Worksheet: Added a hint for the Was it a Withdrawal or an Expulsion field
Withdrawal Worksheet: Added the signature for Assistant Campus Director/Campus Director in E-Sign Template
July 2019
3
Table of Contents - GEGI 4.16.0
Transcript: The hint about Main Clinical Rotation for empty grades was added
Transcript: Display of Date Completed, Official Graduation Date, Official Date of Withdrawal fields were modified
May 2019
4
Table of Contents - GEGI 4.15.0
Financial Reports: Fixed searching by dates with options ">=" and "
Students, Programs: Added Preferred Clinical Enrollment Areas
Student Folders: Added "Created on" search parameter for E-Sign Packages
April 2019
8
Table of Contents - GEGI 4.14.0, 4.14.1
Library: Added the Opted Out of e-Books field for students
Financial Aid: Populate PP is prohibited if the amount of Estimated Awards + Expected Payments per Academic Year is more than Direct Educational Costs
Education: Excluded ACTIVE Remediation students from Missed grading/attendance notifications
Text Messages: Added the ability to block selected links
View all 8
December 2018
17
Table of Contents - GEGI 4.13.0
Lead Conversion: Added the ability to search by Source and group results by weeks
New Email Leads: Added the Source Type column
Leads & Students: Added the ability to enter ZIP Code in 9-digit format
Leads & Students: Added the Distance to Campuses field
View all 17
September 2018
10
Table of Contents - GEGI 4.12.0
Schedule of Funding: Added the ability to export SSN and select rows for export
Payments Reconciliation: Improved payments matching using the data in the curly brackets
Payments Reconciliation: Improved rows order and the name of the exported file
New Email Leads: Improved the ability to order data
View all 10
July 2018
3
Table of Contents - GEGI 4.11.0
Leads & Students: Automatic switching of the stage from ACTIVE to LOA Pending for Credit Granted students
Leads & Students: Improved Tabs navigation on the student financial pages
April 2018
24
Table of Contents - GEGI 4.10.0
Leads & Students: Improved the automatic switching of the stage in group from ENROLLED to ACTIVE
Leads & Students: Tabs on the Details pages
Improved Reports Loading Time: Calculation of Total and New Pagination
Leads & Students: Ability to Delete Comments
View all 24
August 2017
8
Table of Contents - GEGI 4.9.0
Leads & Students: Added the ability to send to students their ID
Leads & Students: Intro Email with Student ID for Enrolled Students added
Financial Aid: Added the ability to Print the Shopping Sheet for non-military students
Financial Aid: Not sent Electronic Funds Transfer (EFT) notices notification
View all 8
March 2017
17
Table of Contents - GEGI 4.8.0
Leads/Students: The ability to search by the Licenses & Certificates field
Leads/Students: Removed the Hold function in comments
Withdrawal Worksheet: Added the Days Attended field
Students Retention Report: Added Retention of Standard calculation
View all 17
September 2016
27
Table of Contents - GEGI 4.7.0
Leads/Students: Full Name field format (automatic vs. manual input)
Leads/Students: Obsolete fields were removed from the student's profile
Leads/Students: Merge duplicated students from different campuses
Leads/Students: Alternative emails
View all 27
June 2016
11
Table of Contents - GEGI 4.6.0
Student in Multiple Campuses
Grades: Final Grade Manual Override Reason
Programs: Change Type of Hours
FA Tracking Form: Edit/Cancel Verification Upload/Re-Upload Date
View all 11
April 2016
10
Table of Contents - GEGI 4.5.0
FA Tracking Form and Report
Documents: Ability for students to sign documents without GEGI account
Graduated Students: "A" icon
Cohorts
View all 10
January 2016
5
Table of Contents — GEGI 4.4.0
Users: Unassigning instructors from campuses (leave a read-only access)
Programs: Set up programs without financial aid
Education: Hint for students what courses are included in the GPA calculation
"All My Campuses" in the campus switcher
Video Tutorials
Current Videos
5
How to Send Documents Package for Signing?
How to Create Financial Aid Plan for a Student?
How to Assign/Unassign an Instructor to a Specific Course?
How to Email a Student in GEGI?
Course Attendance Report in GEGI
