Student History Category Filter

You can further reduce the number of returned Student History Entries by selecting specific parameters under the Student History Category Filter.

Overview

You can reduce results by selecting a specific Academic Year, Award Year, Enrollment Type, Fund Code, Payment Period, or Student History Entry Type. Click the specific category to expand the selection box and select the parameter(s) you want returned.

Select Multiple Parameters

To select multiple parameters, hold down the Shift (PC) or Command (Mac) key and click additional parameter.

Filter parameters are only displayed if present for the student (i.e. 2015 is displayed under Award Year only if the student attended in 2015)

Note: Award Years are in both 4 digit (YYYY) and 4-4 digit (YYYY-YYYY) format.Make sure to select the correct format based on the results you want returned.

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
• Student History

SeeSet General Permissions Matrix for additional information.

Manual Processing Steps

Log into the FAS User Interface (UI)

1. Enter the student's external student ID number in the search field located in the upper right-hand corner
   • Navigate to Student > Student History/Comments > Student History
2. Select all under Student History Category
   • Take note of total number of pages
3. Click a link under Student History Category Filter to expose additional parameters for selected filter (i.e. Academic Year)
4. Click a parameter (use the Shift/Command key to select multiple parameters)
   • An asterisk appears when a parameter is selected
   • If you collapse the category filter, the system searches by all available additional parameters regardless if you selected specific options
5. Review reduced list of results
6. Repeat to reduce by additional filters (Award Year, Payment Period and so on).