Student Summary
The Student Summary screen provides a snapshot view of current student information.
Overview
Key student record and financial information is grouped into relevant sections which displays their current values and allows a user to link directly to the source screen for additional details.
Required Role Permissions
The user must have a role with the following General Permissions through Roles Management to view the Student Summary screen.
- Student Summary
- V3 UI
See Set General Permissions Matrix for additional information.
Student Summary Snapshot - Left Side Bar
The left side bar is expanded when the screen is loaded. Clicking the upward facing double carrot will collapse the left side bar. Clicking the downward facing double carrot will expand the left side bar. Each section provides a snapshot of the source screen. Hover over the segment title and click the link to the navigate to the source screen.
Student Record Hold
If the student is on a student record hold, the following is displayed:
- Type of Hold
- Date and Time student was put on hold
- Indicator:
- Green - If student is not on a Student Record Hold
- Red - If student is on a Student Record Hold
LOA and Breaks (SFP only.)
Details for the Next scheduled break are displayed:
- Start Date of Break
- Total Days on Break
- End Date of Break
- Indicator:
- Green - If scheduled LOA is in the future or in the past
- Red - If student is currently on an LOA
SAP Status (SFP only.)
If SAP has been evaluated, the following is displayed:
- SAP Status
- SAP evaluation Date
- Academic Year associated with the SAP Evaluation
- Payment Period associated with the SAP evaluation
- Indicator:
- Green - If SAP Status is RG - Regular
- Yellow - If SAP Status is NULL
- Yellow - If SAP Status is FW - Financial Aid Warning
- Red - If SAP Status is FP - Financial Aid Probation
- Red - If SAP Status is FD - Financial Aid Disqualification
ISIR
When an ISIR has been received, the following is displayed:
- Award Year
- FPS/CPS Transaction Number
- Status
- Original Name ID
- Received Date
- Primary SAI/EFC Amount
- Indicator:
- Green - If an ISIR has been received, regardless of status
- Red - if NULL
Student Summary Snapshot - Right Side Bar
The right side bar is collapsed when the screen is loaded. Pending Actions and Activities are displayed in sets of 5. If there are more than 5 Pending Actions or Activities, use the arrow buttons to navigate through the pages. Clicking the downward facing double carrot will expand all Pending Actions and Activities. Clicking the upward facing double carrot will collapse all Pending Actions and Activities. You can also expand and collapse each segment individually by clicking on the title bar of the segment.
Pending Actions
Hover over the segment title and click the link to navigate to the source screen.
The number of pending actions is displayed in a bubble in the header of the segment to the right of the source link.
Doc Requests
Link to source page: Pending Documents
Information displayed:
- Document Name
- Owner
- Award Year
- Date Requested
- Number of Days elapsed since opened
Tasks
Link to source page: View Student Tasks (pop-out dialog box)
Information displayed:
- Task Queue
- Owner
- Status
- Date Created
The system loops through all the different types of task queues and finds all tasks that are not in Completed status (i.e. Assigned, Unassigned and In Progress) and displays them in no particular order.
Notifications
Link to source page: Student Notifications
Information displayed:
- Notification Type
- Date Notification was sent
QC Holds (SFP only.)
Link to source page: QC Holds
Information displayed:
- QC Hold Name
- FAS Process
- Hold Date
Fund Acceptance (SFP only.)
Link to source page: Packaging
Information displayed:
- Pending update
Activities
Letters
Link to source page:
Information displayed: Student Letters
- Pending update
Comments
Link to source page: Comments
Student History
Link to source page: Student History
Information displayed:
- Category
- Description
- Date
Common Record Information (SFP only.)
Link to source page: Common Record Information
Information displayed:
- Inbound/Outbound Message Type
- Effective Date
- Created Date
MPN Information (SFP only.)
Link to source page: MPN Information
Information displayed:
- Award Year Inbound MPN Response
- Effective Date
- Created Date
Entrance Counseling (SFP only.)
Link to source page: Entrance Counseling
Information displayed:
- Award Year Inbound Entrance Counseling
- Effective Date
- Created Date
Student Summary Snapshot - Middle Section
This entire section is SFP only.
Package Summary
Link to source page: Packaging
Information displayed:
- Cost of Attendance
- Fund in Package
- Tuition and Fees
- Living and Other Expenses
- Covered Tuition and Fees and Expenses
- Remaining Living and Other Expenses
Credit Balances
Link to source page: Credit Balances
Information displayed:
- Credit Balance Amount
- Recipient
- Status
- Triggering Action
- Create Date
- Effective Date
Disbursement Summary
Link to source page: Disbursing
Information displayed:
- Fund Type
- Amount
- Date
- Status
- Academic Year (AY)
- Disbursement Number (D)
- Sequence Number (S)
- Payment Period Number (P)
Fund Eligibility
Displays information associated with the Fund Eligibility Screen.
- Number of criteria found on Fund Eligibility screen equal to Not Met
- Indicator:
- Green - All criteria = Met
- Yellow - Not all criteria = Met, but Disbursement Date is in the future
- Red - Not all criteria = Met, but Disbursement Date is in the past
Navigation to the Student Financial Aid (SFA) User Interface Functionality
To View the Student SummaryThe Student Summary is the default screen when you log into the SFA User Interface (UI)