1. Using Student Financial Planning
  2. Complete ISIR Verification - Task

Complete ISIR Verification - Task

Complete ISIR Verification tasks are created based on institutional policy when it is determined that the student's active ISIR is flagged for Verification and cannot be automatically cleared based on configured rules.

Overview

Before creating the Complete ISIR Verification task, Student Financial Aid determines if any documents are required, if required documents have been requested, received, and if they are in an acceptable status.

You can view and/or request additional documents from the student, spouse, or parent if necessary and associate them to the Valid ISIR Process. You can also make/submit ISIR corrections while completing a manual ISIR verification task and view associated Student Notifications and/or Student History Entries.

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
  • Dashboard
  • Task
  • ISIR Verification Task
  • Document permissions are required to view and complete the Review Document for Approval tasks

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Aid User Interface (UI)

  1. Navigate to Menu Bar > Dashboard > Task Overview > Complete ISIR Verification (task queue)
  2. Start/Resume button
  3. Review and complete the task as instructed within the task.
    • Review Comment Codes tab
    • Review ISIR Fields tab
    • Review Pending Corrections tab
    • Make ISIR Corrections if necessary
    • Request Documents if necessary
    • Review information outside the task if necessary
  4. Choose an option for completing the ISIR Verification task.
    • Complete Task and Clear Verification.

      The ISIR is updated to a Corrected status, the associated Valid ISIR process continues, and any corrections that are queued as a result of automation or from the task queue are transmitted to FPS/CPS.

    • Complete Task Without Clearing Verification.
      • Closes the task with unresolved codes because student follow up is required
      • When a user chooses this option, a message is returned to verify that the task is being completed without all codes being cleared
      • The ISIR remains in a Pending status, the associated Valid ISIR process remains open, and any corrections that are queued as a result of automation or from the task queue are not transmitted to FPS/CPS until all codes are cleared

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