1. Using Student Financial Planning
  2. Hide an R2T4

Hide an R2T4

If a Return to Title IV (R2T4) calculation was completed with invalid input data or is the result of an erroneous manual override, you can Hide an R2T4.

Overview

Hiding the completed R2T4 calculation removes the R2T4 that was triggered. Hiding the R2T4 allows the student to be repackaged and Student Financial Planning updates the QC Hold status of the existing R2T4 calculation to No Longer Valid and triggers a new student history entry for the hidden record. The R2T4 record displays in a new list, View Hidden R2T4 Calculations. The new list is visible based on the user's security permissions.

Along with Hiding an R2T4 record, you can now trigger a new R2T4 calculation on demand, by selecting from a list of withdrawn/deceased R2T4 SAFIs from the student record. If there is an existing R2T4 record, you can Replace the current R2T4 record, which allows you to hide the existing record and replace it with a new one. If there is no existing R2T4 record (or all existing records have been hidden), you can Create a new R2T4 record from a previously received R2T4 SAFI. Upon Creating or Replacing an R2T4 record, a list of withdrawn/deceased SAFIs that contain a positive R2T4 SAFI indicator is displayed with associated identifiers in order for you to select the desired input data (i.e. SAFI message ID, date/time stamp, program code, enrollment status and R2T4 SAFI indicator). Once the SAFI is selected, Student Financial Planning creates a new R2T4 record and triggers the applicable QC Hold and student history entry.

Hide R2T4

If there is an existing R2T4 record, you can Hide it.

  • The latest R2T4 record should be hidden to allow for a subsequent repackage with any withdrawn SAFI
  • The Hide R2T4 button only shows calculations that have been triggered (it will not display for scheduled or pending calculations)
  • The "View Hidden R2T4 Calculations" list displays both Hidden and Canceled calculations
  • Hiding an R2T4 Record only updates a QC Hold to No Longer Valid, if it was On Hold
    • You have to refresh the screen to view canceled calculations due to manual overrides

The new list is flagged appropriately in the database for use in creating queries and reports to review any hidden records.

Manually Repackage via Packaging Screen

Note: After creating or replacing an R2T4, if the Status is Pending Packaging Process, navigate to the packaging screen and manually "Repackage" the student.

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.

  • Hide R2T4
  • View Hidden R2T4

See Set General Permissions Matrix for additional information.