Review Document For Approval
If Student Financial Aid (SFA) receives an unsatisfactory file format or an unrecognizable document code, the document may need to be reviewed for approval.
Overview
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When using delivered Student Self-Service, once the student uploads the document with the allowed file type, for example, pdf, jpeg, gif, or png, SFA receives the document, and creates a Review Document for Approval task based on configuration for manual review.
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When using an external Document Management System (DMS), SFA receives documents through the FasDocumentReceiptEvent message. Based on the data sent in the message and corresponding configuration, a Review Document for Approval task may be created for users to manually review the document.
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.
- Document Review Task.
- NFF Forms Task Review.
The user must have a role with the following document permissions through Roles Management to complete the manual processing steps:
- 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 a Process an NFF Document tasks.
See Set General Permissions Matrix for additional information.
Manual Processing Steps
Log into the SFA Financial Aid System (FAS) UI.
- Enter the student's External Student ID Number in the Search Field
- Navigate to .
- Click the View Student Tasks link in the Student
Header.Note: When a document is in the status Received the document did not pass the document validation criteria and requires manual review and a Review Document for Approval task is created.
- Check box for the Review Document for Approval task.
- Click the Claim # of #.
- Navigate to .
- Start task.
- Confirm/Update data as needed:
- Approve or Reject task.
- Update field if you make changes to document metadata.
- Complete task.
- Confirm status updates correctly, for example, Approved/Acceptable or Rejected/Unacceptable.