Student History and Comments
You can document notes, conversations or other details on the Comments screen. You can view comments from other users and add comments. When you add a comment you can later edit or delete the comment.
Overview
The Student History section presents a chronological record documenting the sequence of activities that have occurred on the student record over the course the Financial Aid Process at the school. Individual entries provide you visibility into the action that was performed by providing relevant detail information, such as including whether the action was a result of an automated process or manual user.
What Student Financial Aid Does Automatically
Student Financial Aid automatically does the following things:
Logs a Student History Entry
When specific events occur, Student Financial Aid automatically creates a student history entry. Detailed information is included in the entry.
Displays the Student History
Student Financial Aid displays each Student History Entry in the user interface. The following columns are displayed:
Student History Entry | Category | Date and Time Stamp | Username |
A new student record has been added | Student Initiation | 11/21/2017 10:44:45AM UTC-7 | admin |
Configurable Attributes
There are no configurable features.
Required Role Permissions
The user must have a role with the following General Permission(s) through Roles Management in order to view the following information.
- Student
- Student History
- Edit Comments
See Set General Permissions Matrix for additional information.
Navigation to the Student Financial Aid User Interface Functionality
To view Comments screen
To view Student History screen