Dashboard

This chapter describes the Student Financial Aid dashboard.

Overview

When you login, the page that opens is your Dashboard. The 2 types of dashboards are:

• Task Overview.
• Supervisor View.

The dashboards and information available to you are determined by your role and placement in the organizational hierarchy. Dashboards provide pertinent summary information to assist you in making decisions to meet your business goals.

Product Demos

Note: To view videos on how to use some features documented in this guide, see Oracle Fusion Cloud Student Financial Aid: Legacy User Guide Demos (Doc ID 2629905.1) on My Oracle Support at https://support.oracle.com.

Task Overview Dashboard

Based on role permissions, you can do the following:

• Claim additional unassigned tasks.

  If there are unassigned tasks associated to the student record, Student Financial Aid displays those tasks in a pop-out dialog box. Upon claiming the first task, you are able to claim additional unassigned tasks at this time (based on permissions). You can always visit the student record to claim additional unassigned tasks (based on permissions) later. See Claim A Task.

• Start a task.

  You can start a task from the task queue that is assigned to you. Once you click Start, you can review the task instructions, task details, and add comments (if applicable). If you need to review alternate screens, save updates prior to navigating away from the task screen (that is, update fields, save corrections for later, and so on).

• Resume a task.

  If you did not have all the information necessary to complete a task, you can resume working the task from the point you last saved the task before navigating to an alternate screen.

• Request documents.

  Some tasks may be configured to allow you to request additional documents from within the task.

• Complete a task.

  If you have all the information needed to complete a task, make all necessary updates (that is, approve/reject, updates data fields, enter free form text, and so on) click the complete task button to complete the task. There may be times when you complete a task without resolution, (for example, you are unable to successfully match a student to an ISIR, Complete ISIR Review task without clearing all codes).

Supervisor Dashboard

Based on role permissions, Supervisors can do the following:

• View task queue metrics.

  You can view all the task queues, how many tasks are assigned to a queue, and how many are in an assigned status.

• View specific task queue details.

  You can drill down to a specific task queue and view additional details about a specific queue.

• Assign tasks.

  You can assign one or multiple tasks to a user.

• Re-assign tasks.

  You can re-assign one or multiple tasks to a different user

• Un-assign tasks.

  You can un-assign tasks that have been previously claimed by a user so they can be claimed by new users

• Re-prioritize tasks.

  You can update the priority. Priority is based on configuration. If priority is not configured, the system assigns the oldest unassigned task first (that is, first in, first out).

User Interface Path to Main Screen

Log In > Dashboard.

• Use the Dashboard dropdown to toggle between Task Overview and Supervisor View, depending upon your role permissions.

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