1. Using Student Financial Planning
  2. Update The SAP Status

Update The SAP Status

You can update the SAP Status.

Required Role Permissions

The user must have a role with the following General Permissions through Roles Management in order to complete the manual processing steps listed below.

  • Student
  • At Will Sap Status Update

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Planning User Interface (UI).

  1. Enter the student External Student ID in the search field.
  2. Navigate to Student Record > SAP Information .
  3. Click the Payment Period you want to review.
  4. Click the Current SAP Status Change link.
    Note: Only the last completed SAP evaluation displays the Change link.
  5. Select a new SAP Status.
  6. Click Save.
  7. Confirm the new Current SAP Status is displayed.