1. Using Student Financial Planning
  2. Trigger Or Re-Trigger A SAP Evaluation

Trigger Or Re-Trigger A SAP Evaluation

Through the Student Financial Planning user interface, you can manually Trigger a New SAP Evaluation or Re-Trigger a SAP Evaluation for an existing payment period.

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
  • Re-Trigger SAP Evaluation

Manual Processing Steps

Trigger a New SAP Evaluation

Log into the Student Financial Planning User Interface (UI).

  1. Enter the student External Student ID in the search field.
  2. Navigate to Student Record > SAP Information
  3. Click the Trigger New SAP Evaluation button.
  4. Select a Sap Period To Evaluate.
  5. Click Evaluate.
  6. Review the new SAP EvaluationCurrent SAP Status is displayed.

Re-Trigger a SAP Evaluation

Log into the Student Financial Planning User Interface (UI).

  1. Enter the student's external student ID number in the search field.
  2. Navigate to Student > SAP Information.
  3. Click the Payment Period you want to review.
  4. Click the Re-Trigger SAP Evaluation button.
  5. Click Evaluate to confirm you want to re-evaluate the period.
  6. Review the SAP Information. The latest evaluation is first.