Student Pace Evaluation

Use the Student Pace Evaluation page to configure all student date configurations related to the student pace evaluation tool. This tool calculates projected dates and makes other changes for:

Academic years
Payment periods
Loan period BBAY
Disbursements for each fund source
Loans and grants
Housing lease

Prerequisites

Authorizations:

Financial Aid - Settings - View
Financial Aid - Settings - Manage

Make sure you perform the following steps:

Navigate to Settings > System > Campuses, select a Campus, and then select the Financial Aid tile.
On the Servicer tab, do not select Global from the Servicer Link drop-down list. Instead, select any other value. We recommend selecting None.

To edit an item associated with multiple campuses, you must have access to all assigned campuses. If you have access to only some of the campuses, you can view the item but cannot edit it. When adding an item, you can select only campuses you can access.

You should be familiar with the Background for Student Pace Evaluation.

Access

Settings > Financial Aid > Student Pace Evaluation

Configure Student Pace Evaluation

Select the options to configure the following lists.

List	Specify the following options
Academic Records - Financial Aid Settings	Allow courses to be exempt from progression Select this check box to measure student progression using only courses that are part of the program version course list and to meet a minimum grade point if configured. For additional information on Allow Courses to be Exempt from Progression, refer to General Background for Student Pace Evaluation. Always align Academic Year and Payment Period Dates to Course Section Dates Select the check box if you want the SPE process to force each payment period within an academic year to use the exact start and end dates defined at the course section level. For more details, refer to the topic "How SPE Calculates Dates." Disallow Rolling Credits/Hours Select this check box to indicate that schools can progress the Academic Year (AY) and associated Payment Periods using the same logic as the Loan Period (LP) and associated Loan Payment Periods. For additional information on Disallow Rolling Credits/Hours, refer to General Background for Student Pace Evaluation. Instructional weeks calculation excludes courses that the student has dropped or failed Select the check box if a student has dropped or failed courses and the courses are not included in the Instructional Weeks (IW) calculation. Instructional Weeks are the actual weeks during which instruction happens for a student within an academic sequence, payment period, or term. They can differ from calendar weeks due to changes in enrollment, course failures, or leaves of absence. Retain AY/LP progression Select this check box to indicate that confirmation is to occur on Academic Year/Loan Period (AY/LP) sequence attributes (credit/hours and weeks). For additional information on Retain AY/LP Progression, refer to General Background for Student Pace Evaluation.
Course Progression	Adjust Grad Date to Last Course on Schedule Select this check box to extend the graduation date to the last course on the schedule, even if it does not apply to the student's chosen area of study. This setting is not optional if Extend Final AY/LP by Course type is configured. Attempts This configuration allows you to specify a specific number of attempts to extend the final AY/LP date. Extend Final AY/LP by Course Type This configuration allows you to extend a final AY/LP date by the length of the specified course type when schools require students to show competency in their degrees.
Auto Locking	Days After Academic Year Start Date With Enable System Auto-Locking enabled, you must specify the number of days for which you want to lock the start date of the academic year after the beginning date of the academic year. Days After Loan Period Start Date With Enable System Auto-Locking enabled, you must specify the number of days you want to lock the start date of the loan period after the beginning date of the loan period. Enable System Auto Locking Logic Select this check box to enable the System Auto-Locking Logic. It creates an automated process that locks past and current payment periods of students with a Last Date of Attendance (LDA) greater than 180 days. For additional information on Enable System Auto Locking Logic, refer to General Background for Student Pace Evaluation.

List

Specify the following options

Academic Records - Financial Aid Settings

Allow courses to be exempt from progression Select this check box to measure student progression using only courses that are part of the program version course list and to meet a minimum grade point if configured. For additional information on Allow Courses to be Exempt from Progression, refer to General Background for Student Pace Evaluation.

Always align Academic Year and Payment Period Dates to Course Section Dates Select the check box if you want the SPE process to force each payment period within an academic year to use the exact start and end dates defined at the course section level. For more details, refer to the topic "How SPE Calculates Dates."

Disallow Rolling Credits/Hours Select this check box to indicate that schools can progress the Academic Year (AY) and associated Payment Periods using the same logic as the Loan Period (LP) and associated Loan Payment Periods. For additional information on Disallow Rolling Credits/Hours, refer to General Background for Student Pace Evaluation.

Instructional weeks calculation excludes courses that the student has dropped or failed Select the check box if a student has dropped or failed courses and the courses are not included in the Instructional Weeks (IW) calculation. Instructional Weeks are the actual weeks during which instruction happens for a student within an academic sequence, payment period, or term. They can differ from calendar weeks due to changes in enrollment, course failures, or leaves of absence.

Retain AY/LP progression Select this check box to indicate that confirmation is to occur on Academic Year/Loan Period (AY/LP) sequence attributes (credit/hours and weeks). For additional information on Retain AY/LP Progression, refer to General Background for Student Pace Evaluation.

Course Progression

Adjust Grad Date to Last Course on Schedule Select this check box to extend the graduation date to the last course on the schedule, even if it does not apply to the student's chosen area of study. This setting is not optional if Extend Final AY/LP by Course type is configured.

Attempts This configuration allows you to specify a specific number of attempts to extend the final AY/LP date.

Extend Final AY/LP by Course Type This configuration allows you to extend a final AY/LP date by the length of the specified course type when schools require students to show competency in their degrees.

Auto Locking

Days After Academic Year Start Date With Enable System Auto-Locking enabled, you must specify the number of days for which you want to lock the start date of the academic year after the beginning date of the academic year.

Days After Loan Period Start Date With Enable System Auto-Locking enabled, you must specify the number of days you want to lock the start date of the loan period after the beginning date of the loan period.

Enable System Auto Locking Logic Select this check box to enable the System Auto-Locking Logic. It creates an automated process that locks past and current payment periods of students with a Last Date of Attendance (LDA) greater than 180 days. For additional information on Enable System Auto Locking Logic, refer to General Background for Student Pace Evaluation.

Select the check box to specify the student dates to be updated by the Student Pace Evaluation (SPE) based on the program version academic calendar. The dates that can be changed depend on the academic calendar selected for the program version.

Academic Calendar		Dates That Can Be Changed
Academic Calendar		Academic Year Select the check box if you want the student pace evaluation process to change the dates for academic years when you queue the evaluation.	Externship Select the check box if you want the student pace evaluation (SPE) process to change the externship dates when you queue the evaluation.	Graduation Select the check box if you want student pace evaluation to change the graduation date when you queue the evaluation.	Housing Select the check box if you want student pace evaluation to update the housing lease date.	Title IV Loan Select the check box if you want the student pace evaluation process to update the Title IV Loan Period date for academic calendars.
1	Non-standard terms Indicates that programs configured as non-standard terms apply payment periods for Title IV loans where the academic terms are not at least 9 weeks or not substantially equal (having a difference in length of greater than 14 days). Non-standard terms in the Academic Calendar list are calculated based on the number of academic year sequences using the following formula: Value Displayed for Total Credits / Value for Full Academic Year Credits.	Disabled
2	Standard terms of quarters Indicates the program version is configured to use standard terms of quarters.	Disabled			Disabled	Disabled
3	Standard terms of semesters Indicates the program version is configured to use standard terms of semesters.	Disabled			Disabled	Disabled
4	Standard terms of trimesters Indicates the program version is configured to use standard terms of trimesters.	Disabled			Disabled	Disabled
5	Clock hours The clock hours earned for the course.
6	Credit hours without terms Indicates non-traditional academic calendar. This option corresponds to the calendar option required by the Department of Education.

Save your changes.

To exclude students from the SPE auto adjustments, you can assign the SPE Adjustment hold to a student group.