1. Using Student Financial Planning
  2. Review Professional Judgment - Task

Review Professional Judgment - Task

When you Review Professional Judgment tasks, you can complete any necessary ISIR corrections record a decision of approved, denied or canceled. If additional documentation is needed, you can also request documents, enter comments and clear ISIR codes as a result of an approved Professional Judgment.

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
  • Professional Judgement Review Task
  • Updating Professional Judgement Decision Status

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Aid User Interface (UI)

  1. Enter the student's external student ID number in the search field located in the upper right-hand corner
    1. You can review the student record prior to starting the task
  2. Navigate to Dashboard > Review Professional Judgement task queue
  3. Start/Resume task for student
  4. Review all tabs
  5. Choose a Reason from the drown down menu
  6. Approve, Deny or Cancel the PJ Request
  7. Click the Complete Task button

Make ISIR Corrections

Log into the Student Financial Aid User Interface (UI)

  • Navigate to Dashboard > Review Professional Judgement task queue
  • Start/Resume task for student
  1. Click the ISIR Fields tab
  2. Click Make Corrections
  3. Review each ISIR section and update data fields as needed
  4. Click Continue when you are ready to finish making corrections
  5. Review/Edit changes (before submitting corrections)
  6. Click Finish (to submit corrections)
  7. Review pending corrections

See Make ISIR Corrections to learn how to make ISIR corrections from the ISIR screen.

Add Comments

Log into the Student Financial Aid User Interface (UI)

  1. Navigate to Dashboard > Review Professional Judgement task queue
  2. Click Start/Resume task for student
  3. Click the Comments tab
  4. Add comment
  5. Enter comment
  6. Save comment
  7. Review comment
    • Click the Edit icon to edit the comment
    • Click the Delete icon to delete the comment