Review SAP Appeal - Task
When a student submits the document configured by the institution to initiate the SAP appeal process, Student Financial Planning (SFP) creates a Review SAP Appeal task. You can review all received SAP documentation, previous SAP information, and course information used to determine the results of a manual SAP evaluation.
Overview
To complete the SAP Appeal, you need to approve or deny the appeal.
- The SAP status is updated to FP - Financial Aid Probation status if you approve the appeal
- The SAP status isn't updated and remains in FD - Financial Aid Disqualification status if you deny the appeal.
Required Role Permissions
The user must have a role with the following General and Document Permissions through Roles Management in order to complete the manual processing steps:
- SAP Appeal Review Task (General Permission)
- Sap Appeals Override (General Permission)
- SAP Initiating Document (Document Permission)
See Set General Permissions Matrix for additional information.
Manual Processing Steps
Log into the Student Financial Planning User Interface (UI).
- Enter the student's external student ID number search field:
- Navigate to .
- Click the Payment Period you want to review.
- Click the View Student Tasks link in the Student Header.
- Claim the Review SAP Appeal Task by selecting the check box.
- Click Claim 1 of # button
- Navigate to .
- Start Task.
- Choose Approve or Deny.
- If Approved, update the SAP Status.
- Click Complete Task.
Based on your school's configuration, you may be required to complete additional tasks (for example, Review SAP Evaluation or Review Professional Judgment) before the SAP Information page updates.
- Navigate to
- Choose the Payment Period being appealed.
. - Confirm the Number of Approved appeals on file has updated (when applicable).
- Confirm the Status updated and is displayed (when applicable).
- Click the View Appeal button to review the Appeal.
- Review the Appeals section.
- Click the Documents button to view associated documents SAP Appeal Documents.
- Review Appeal Documents.