1. Using Student Aid Eligibility
  2. Add, Edit And Delete Comments

Add, Edit And Delete Comments

You can add, edit, and delete comments for Document Requests.

Overview

To properly notate student records, you can add comments to documents. Whether the document task is re-routed or completed, the comments remain associated with the document. You can view all comments associated to a document and Student Financial Planning separates current and historical comments from previously received documents. Also, for Document Requests with an Unacceptable status, the comments are also displayed in the Documents page in Student Self-Service.

Required Role Permissions

The user must have a role with these general permissions through Roles Management to view documents within the Review Document for Approval and/or Process an NFF Document tasks.

  • Dashboard (optional)
    • Required if the user will be working tasks associated with a document.
  • Document Review Task (optional)
    • Required if the user will be working Review Document for Approval Tasks associated with a document.
  • NFF Forms Task Review (optional)
    • Required if the user will be working Process an NFF Document Tasks associated with a Non-Federal Funds document.

The user must have a role with the following document permissions through Roles Management in order to complete the manual processing steps listed below.

  • View Document
    • Required for any document the user will need to be able to view.
  • Doc Review Task
    • Required for any document the user will need to complete an associated Review Document for Approval task.
  • NFF Forms Task
    • Required for any Non-Federal Funds document the user will need to complete Process an NFF Document tasks.

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Aid Financial Aid System (FAS) UI.

  1. Enter the student's external student ID number in the search field located in the upper right-hand corner.
  2. Navigate to Student > Documents > Received Documents.
    • The most current version of each document that has been received and matched to the student record is displayed.
  3. Click the View Details button to view additional details and/or the document image.
    • You can also click Edit Details to view and update document metadata.
  4. Click the Add Comments button.
  5. Enter Comment.
  6. Save Comment.
  7. Confirm new comment.
  8. Click the Edit icon to edit the comment.

    You can only edit comments you entered.

  9. Confirm edited comment.
  10. Click the Delete icon to delete the comment.

    You can only delete comments you entered.

    Confirm you want to delete the comment.

  11. Confirm the comment has been deleted.
  12. Click Close to return to the Received Documents screen.

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