Received Documents

You can review the document metadata and an image of a received document for any document you have permission to view.

Overview

Documents are displayed in this order:

• Doc Name (Ascending)
• Award Year (Ascending)

Required Role Permissions

The user must have a role with the following general permissions through Roles Management to view documents within the Review Document for Approval and/or Process an NFF Document tasks:

• Dashboard (optional)
  • Required if the user will be working tasks associated with a document.
• Document Review Task (optional)
  • Required if the user will be working Review Document for Approval Tasks associated with a document.
• NFF Forms Task Review (optional)
  • Required if the user will be working Process an NFF Document Tasks associated with a Non-Federal Funds document.

The user must have a role with the following document permissions through Roles Management to complete the manual processing steps:

• View Document
  • Required for any document the user will need to be able to view.
• Doc Review Task
  • Required for any document the user will need to complete an associated Review Document for Approval task.
• NFF Forms Task
  • Required for any Non-Federal Funds document the user will need to complete Process an NFF Document tasks.

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Aid (SFA) Financial Aid System (FAS) UI.

1. Enter the student's external student ID number in the search field located in the upper right-hand corner.
2. Navigate to Student > Documents > Received Documents.
   • The most current version of each received document matched to the student record is displayed.
3. Click the View Details button to view additional details and/or the document image.
4. Click the View Image button to see an image of the physical document.
   • Document Images are stored in the institution's Document Management System.
   • Document Images are displayed through a URL provided by the institution.
   • A new web page is displayed with the scanned image of the physical document.
   • Close the web page that displays the document image once you complete viewing the image.
5. Click the Close button to return to the Received Documents screen.

Note: When a document is in a Received status, it requires manual review. Click the View Student Tasks link in the student header to view the associated Review Document For Approval. You can review or claim the task if you have the role permissions to work a document review task.