Student History
By reviewing the Student History you can view a chronological record of activities that have occurred on the Student Record over the course of the Financial Aid Process.
Overview
You can also filter Student History Entries by selecting a Category, entering a Date Range, and/or User ID parameters.
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.
- Student
- Student History
See Set General Permissions Matrix for additional information.
Manual Processing Steps
Log into the Student Financial Aid User Interface (UI)
- Enter the student's external student ID number in the search field located in the upper right-hand corner
- Navigate to
- Click All to review a list of all entries
- Click None to search for a specific category
- Select a specific Category
- Review reduced list of results
- Click the Entry Name to view additional details
- Click the icon to hide the left sidebar
- Click the icon again to reveal the left sidebar
- Enter Start Date to search for entries with a date and time stamp => than the selected date
- Enter End Date to search for entries with a date and time stamp <= than the selected date
- Enter a User ID to search for entries triggered by a manual override by a user