ISIR Management Guide
Use this workbook to define material change criteria for determining what record should be flagged when subsequent ISIR transactions are received by award year.
Workbook Description
The file name for this workbook is ISIR_MGMT.csv.
- Field Name.
- Column: Spreadsheet column associated with the field.
- Required?: Denote if you're required to populate the field or not.
- Field Type and Accepted Values:
- String: These are usually alphanumeric.
- Integer: Numeric, a whole number.
- Double: Numeric with places to the right of the decimal.
- Enumeration: List of values.
- Boolean: True or False, Yes or No.
- Groovy script: A logical query using groovy script.
- Date: yyyy-mm-dd format.
- Description.
Field Name | Column | Required? | Field Type and Accepted Values | Description |
Use Subsequent ISIR | A | N |
Groovy script |
Business rules to define which fields on ISIR will trigger an
ISIR review when subsequent ISIRs enter SFA for a Student.
|
ISIR_Used_in_Packaging | B | N |
Groovy script |
Defines which ISIRs should be selected by the packaging engine for award packaging. If no Groovy script is defined for this field, the system will only package on Valid/Unverified ISIRs. |
Award Year | C | Y |
Alphanumeric Alphanumeric ASCII text, up to 255 characters in YYYY-YYYY format. |
Award Year ISIR action is associated with. |
Enable the Configuration in the UI
You do not have to complete any setup in the user interface to enable this configuration.
Required Permissions
You must have a role with the following General Permission(s) and/or Document Permission(s) through Roles Management in order to enable and view the configuration in the UI.
- Student
Configuration in the User Interface
The configuration is visible in the Student Financial Aid User Interface if you navigate to the following screens: