Cancel Pending Document Requests

To prevent students from providing documents that are no longer required, you can cancel pending document requests.

Overview

When you cancel a pending document request, you must provide a reason. The application warns you if there are any pending tasks that require the document before you cancel the pending document request.

Required Role Permissions

The user must have a role with these General Permissions and Document Permissions through Roles Management to complete the manual processing steps:

  • Document Request Canceller (General Permission).
  • View (Document Permission) for any document you are required to view.

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Aid 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 > Pending Requests.
  3. Click Cancel for the document request you want to cancel.
  4. Confirm or Cancel the cancellation request.
    Note: Student Financial Planning displays a warning message if the document is attached to an open process.
  5. Enter a Comment.
  6. Confirm Cancellation.
  7. Confirm that the Document Request is canceled and no longer present.