UI Configuration

This topic describes system setup configuration that is done in the Financial Aid System (FAS) administrative UI and the Student Self-Service UI.

Configuration Managed in the FAS UI

Note: Categories and Pages that are applicable to Student Financial Planning (SFP) only are noted in the Description column.

Category	Pages	Description
FAS Management	Fund Allocation Management	(SFP only) Allows you to modify and monitor fiscal limits for Campus Based and configured Non Federal fund types. Users can create an allocation schedule, add funds to the schedule, make adjustments, and monitor awarding and disbursing of funds against the schedule.
FAS Management	QC Holds Management	(SFP only) Allows you to select which QC Hold types to be initiated globally by selecting the QC Holds selection indicators for a specific hold type. If selected, QC holds will be set when a student hits a pre-defined hold trigger, and will be released individually based on user selection or sending the FASQCHold release event message for a population of hold IDs.
FAS Management	Regulatory Management	Allows you to set-up the FAFSA completion start/end date for an Award Year, which is used to determine open FAFSA award years for triggering FAFSA notifications.
G5 Management	Available Drawdowns	(SFP only) Allows you to view a listing of all available drawdown amounts and Allows you to input the control number per transaction after the drawdown has been completed.
G5 Management	G5 Transaction History	(SFP only) Allows a user to view a history of drawdown transactions (including individual disbursements linked to the transaction) as well as add/edit the control number for the transaction
Security Management	Password Policy	Allows you to define a set of global password policy rules
Security Management	Roles Management	Allows you to create specific Roles and manage which General Permission and Document Permissions are enabled for each role.
Security Management	User Management	Allows you to manage users and role assignments
System Management	Administrative Relief	(SFP only) Allows you to view/edit the various close-out dates in the system for all configured fund codes. (e.g. Awarding close-out, Fund close-out and COD close-out)
System Management	Disbursement Administration	(SFP only) Allows you to manually modify disbursement records on a student record. Example functions: update disbursement status, update disbursement number, update disbursement sequent number, send originations to COD, etc.
System Management	Load ISIRs	Allows you to manually load an ISIR file Note: Maximum upload file size: 1MB
System Management	Load Message File	Allows you to manually load MPG files, i.e. SAFI, Document Receipt Event, etc. Note: Maximum upload file size: 10MB
System Management	SAIG Errors	Allows you to view SAIG errors specifically received from NSLDS (Transfer Monitoring and/or FA History files) and CPS (ISIR files).
System Management	SAIG Administration	Allows you to set their TG number and password for SAIG mailbox access. The UI will display a history of prior TG credentials that have been modified.
System Management	Configuration Administration	Allows you to upload configuration workbooks to make updates to SFP configuration. Additionally, users are able to download copy of current configuration workbooks.

Configuration Managed in the Student Self-Service UI

Configuration done in the Student Self Service UI is found in Manage Users.