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Activating an Aid Year for a Student

This section discusses how to:

Loading electronic data for the student automatically activates the student for the aid year. If you do not expect to use electronic data from an outside source such as ISIR or PROFILE, you can manually activate an aid year for an individual student or a group of students.

For example, if you need to post external awards, such as outside scholarships or Student Financial transactions, before ISIR or PROFILE activity, you can activate the aid year using the batch process for that selected population.

Page Name

Definition Name

Navigation

Usage

Student Aid Year Activation

AID_YEAR_ACTIVATE

select Financial Aid, then select Aid Year Activation, then select Manage Financial Aid Years, then select Student Aid Year Activation

Activate an aid year for a student manually.

Aid Year Activate

SFA_RUNCTL_ACTADYR

select Financial Aid, then select Aid Year Activation, then select Process Financial Aid Years, then select Aid Year Activate

Activate an aid year for a student in batch.

Access the Student Aid Year Activation page (select Financial Aid, then select Aid Year Activation, then select Manage Financial Aid Years, then select Student Aid Year Activation).

Image: Student Aid Year Activation page

This example illustrates the fields and controls on the Student Aid Year Activation page.

Student Aid Year Activation page

Use this page to create and manage aid years for an individual student ID. After you add a row, enter an aid year to activate and save your work.

Important! Before activating an aid year for a student, ensure that the student has personal, biographical, and demographic data in PeopleSoft Campus Community. To verify this information or add the student, select select Campus Community, then select Personal Information, then select Biographical.

Access the Aid Year Activate page (select Financial Aid, then select Aid Year Activation, then select Process Financial Aid Years, then select Aid Year Activate).

Image: Aid Year Activate page

This example illustrates the fields and controls on the Aid Year Activate page. You can find definitions for the fields and controls later on this page.

Aid Year Activate page

Use the Aid Year Activate process to create an aid year for a group of students.

Population Selection

Field or Control

Definition

Selection Tool

Select from Equation Engine, PS Query, or External File. Additional parameters are displayed for your selected tool.

Query Name

Appears only when PS Query is selected. Select a population selection query that joins with the bind record SFA_ACTADYR_BND.

Select Values to Update

Field or Control

Definition

Academic Institution

Enter the academic institution that the student is attending during the aid year.

Aid Year

Enter the aid year that you want to activate for the student.