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Reviewing the Student's Financial Aid Status

The Financial Aid Status page is a display-only page primarily suited for front office staff to provide a high level assessment of a student’s financial aid application for the aid year. Many of the fields and links displayed on the Financial Aid Status page are described in the Packaging Status Summary page documentation. Please refer to that documentation for field and link descriptions, keeping in mind that all fields in the Financial Aid Status page are display only.

Note: The Financial Aid Status page is a display-only page.

Note: The Financial Aid Status page displays many of the same fields and data as the Packaging Status Summary page. Please refer to the Packaging Status Summary page documentation for descriptions of many of the fields and links in the Financial Aid Status section.

See Reviewing the Packaging Status Summary Page.

Page Name

Definition Name

Navigation

Usage

Financial Aid Status

SS_FA_AU_STATUS

Financial Aid, View Financial Aid Status

View selected information regarding a student's financial aid application status.

Access the Financial Aid Status page (select Financial Aid, then select View Financial Aid Status).

Image: Financial Aid Status page (1 of 2)

This example illustrates the fields and controls on the Financial Aid Status page (1 of 2). You can find definitions for the fields and controls later on this page.

Financial Aid Status page (1 of 2)

Image: Financial Aid Status page (2 of 2)

This example illustrates the fields and controls on the Financial Aid Status page (2 of 2). You can find definitions for the fields and controls later on this page.

Financial Aid Status page (2 of 2)

Page Header

Field or Control

Definition

App Date

Displays the date that the U. S. Department of Education's Central Processing System (CPS) received the initial application for the Aid year in context. This date never changes, even on subsequent ISIR transactions. This value comes from the most recently loaded ISIR.

Process Date

Displays the CPS Transaction Processed Date from the most recently loaded ISIR. This date changes with each ISIR transaction.

Correction Status

Displays the student's current ISIR Correction Status.

Correction Status Date

Displays the date when the student's current ISIR Correction Status was set.

Packaging Status Summary

Field or Control

Definition

Package Status

Displays the same data as the Aid Processing Status field on the Packaging Status Summary page.

SAP (satisfactory academic progress)

Displays the same data as the Satisfactory Academic Progress field on the Packaging Status Summary page.

Entrance Interview

Displays the same data as the Loan Entrance Interview Status field on the Packaging Status Summary page.

Note: The Entrance Interview field displays when the Financial Aid Installation default for Loan Counseling Version is Simple.

Exit Interview

Displays the same data as the Exit Interview field on the Packaging Status Summary page.

Note: The Exit Interview field displays when the Financial Aid Installation default for Loan Counseling Version is Simple.

Note: If the Installation default for Loan Counseling Version is Expanded, details regarding the student's Entrance Interview and Exit Interview loan counseling data are presented in a separate Loan Counseling Status section after the Comments section.

Checklists

Field or Control

Definition

Item Code

Displays the Checklist Item Code being tracked. If hyperlinked, click the hyperlink to open the Person Checklist Management page for this Item Code. If you receive an error or the Item Code does not appear as a hyperlink, you do not have permission to view Person Checklist Management.

Status

Displays the status of the checklist item: Values are Initiated or Completed.

Communications

Field or Control

Definition

Method

Displays the type of communication such as letters, email, phone calls, personal contact, facsimiles, and so on.

Direction

Displays the direction of the communication. For example, the communication is outgoing.

Letter Code

Displays a code associated with the context and function selected for this communication.

Context

Displays the Communication Context for this Communication. If the field is hyperlinked, click the hyperlink to open the Person Communication Management page for this Communication Context. If you receive an error or the Context does not appear as a hyperlink, you do not have permission to view Person Communication Management.

Unsuccessful Outcome

When checked, indicates the communication was unsuccessful.

Outcome Reason

Displays the reason the communications outcome was unsuccessful.

Comments

Field or Control

Definition

Category

Displays the business need with which this comment is associated.

Comment Date

Displays the date when the comment is entered.

Entered By

Displays who entered the comment.

Loan Counseling Status

This section appears if the Installation Default for Loan Counseling Version is Expanded. Displays the same information as the Loan Counseling data page, but in display-only mode.

See Managing Loan Counseling Data.

FA Term Information

Displays the term, description, career, academic plan, NSLDS loan year, and Term Source for all built terms for this aid year.

Student Groups

Field or Control

Definition

Group Name

Displays a student group such as Athletes.

Note: You must have either Inquiry or Update access to the Student Group for this to display

Edit Messages

Field or Control

Definition

Term

Displays the term with which the Message is associated.

Msg Type(message type)

Displays Message Type. Values are Error, Informtnl (informational), and Warning.

Msg Actionmessage action

Displays the current action taken on the edit message. Values are None Taken, Pending, and Resolved. Edits set to a resolved status do not hold financial aid disbursements.

Date Completed

Displays the date that the Message Action field was set.

Msg Codemessage code

Displays the Message Code. If the field is hyperlinked, click the hyperlink to open the Maintain User Edit Messages. If you receive an error or the Message Code does not appear as a hyperlink, you do not have permission to view Maintain User Edit Messages.

Comments

Click the View link to view Edit Messages Comments. If you receive an error or the Message Code does not appear as a hyperlink, you do not have permission to view Maintain User Edit Messages Comments.

Links

Field or Control

Definition

Pell Information

Links to the same information as the PELL link on the Packaging Status Summary page.

Request Counselor Action

Click to access the Request Counselor Action page.

Financial Aid Awarded

Link appears when the student has one or more financial aid awards. Click to access the Financial Aid Awards page and view the student's financial aid awards.

Perkins MPN Required

Click to access the Perkins MPN page to view MPN information and loan history.

Note: The system displays Perkins MPN Required without a link if the system determines that a Perkins MPN is required and a Perkins MPN record does not exist.