1. Using Student Aid Eligibility
  2. Reopen Valid ISIR Process

Reopen Valid ISIR Process

You may need to reopen the Valid ISIR Process if additional documents are required.

Overview

You can attach an at-will document request to a new Valid ISIR process for an open award year where the Active ISIR is Valid or Unverified. The application creates a new Valid ISIR process for that Award Year, updates the ISIR status to Pending, and tracks next steps in the process. After receiving the requested documents, the application evaluates all configured ISIR code clearing and discrepancy rules to determine if the ISIR can be set to Valid or if any task queues are needed.

Required Role Permissions

The user must have a role with the following General Permissions through Roles Management in order to complete tasks related to the Valid ISIR Process:

  • Dashboard
  • Document Requestor
  • ISIR Review Task
  • ISIR Verification Task
  • SAP Appeal Review Task
  • SAP Review Task
  • Task
  • Professional Judgement Review Task

The user must have a role with the following Document Permissions through Roles Management in order to complete the manual processing:

  • View Document for associated documents (for example, Tax Transcripts).
  • Doc Review Task for associated documents (for example, Tax Transcripts).

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Aid User Interface (UI)

  1. Enter the student's external student ID number in the search field.
  2. Navigate to Student > Documents > Pending Requests or Received Documents.
  3. Click Request Documents.
  4. Choose a document and click the Plus icon (for example, Tax Transcript).
  5. Click the Attach to Process drop-down list and choose the VALID_ISIR - 20XX (valid) option.
  6. Enter a comment.
  7. Click Send Document Request.
  8. Navigate to Student > Student Record > Student SummaryStudent > Student Record > Student Summary.
  9. Confirm that the ISIR status to Pending.
  10. Confirm that the Document is requested.

Claim any associated Document, ISIR Review or Verification tasks,Work/Complete tasks per business procedures. Once all requested documents have been received and updated to Acceptable associated tasks have been completed the ISIR should update to Valid.

Review the student summary and confirm the ISIR status updated to Valid. If not, select View Student Tasks to ensure there are no associated Document, ISIR Review or Verification tasks to complete.