Create R2T4
You can trigger a new Return to Title IV (R2T4) calculation on demand, by selecting from a list of withdrawn/deceased R2T4 SAFIs on the student record.
Overview
If there is no existing R2T4 record (or all existing records have been hidden), you can create a new R2T4 record from previously received R2T4 SAFI. Upon creating an R2T4 record, a list of withdrawn/deceased SAFIs containing an R2T4 SAFI indicator equal to true displays associated identifiers so you can select the desired input data (i.e. SAFI message ID, date/timestamp, program code, enrollment status and R2T4 SAFI indicator). Once the desired SAFI is selected, Student Financial Planning creates a new R2T4 record and triggers the applicable QC Hold and student history entry.
Replace and Hide
If there is an existing R2T4 record, you can replace it with a new one. After you replace it, you can then hide that record.
- The latest R2T4 record should be hidden to allow for a subsequent repackage with any withdrawn SAFI.
- The Create R2T4 button only shows if the student is in a withdrawn or deceased enrollment status.
- 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 link displays both
Hidden and Canceled
calculations.
- You have to refresh the screen to view canceled calculations due to manual overrides
- Hiding an R2T4 Record only updates a QC Hold to No Longer Valid, if it was On Hold.
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.
- Create R2T4
- Hide R2T4
- View Hidden R2T4
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 in the Search Field.
- Navigate to
- Hide all R2T4 records (see Hide an R2T4 to learn more).
- Click Create R2T4.
- Select the SAFI message. This immediately processes your selection.
- Click OK when you receive the confirmation message.