1. Using Student Financial Planning
  2. Review SAP Appeal - Task

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.
Note: If necessary, you can request additional documentation, See Request Documents. While documents associated with the SAP Appeal Process are Pending, the Review SAP Appeal task is placed on hold and removed from the manual task queue. Once all requested documents are received, the manual task is re-created for user review.

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).

  1. Enter the student's external student ID number search field:
    • Navigate to Student Record > SAP Information .
    • Click the Payment Period you want to review.
  2. Click the View Student Tasks link in the Student Header.
  3. Claim the Review SAP Appeal Task by selecting the check box.
  4. Click Claim 1 of # button
  5. Navigate to Dashboard > Review SAP Appeal task queue.
  6. Start Task.
  7. Choose Approve or Deny.
  8. If Approved, update the SAP Status.
  9. 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.

  10. Navigate to Student Record > > SAP Information .
    • Choose the Payment Period being appealed.
  11. Confirm the Number of Approved appeals on file has updated (when applicable).
  12. Confirm the Status updated and is displayed (when applicable).
  13. Click the View Appeal button to review the Appeal.
  14. Review the Appeals section.
  15. Click the Documents button to view associated documents SAP Appeal Documents.
  16. Review Appeal Documents.