Contents

• Title and Copyright Information
• Get Help

1 Getting Started

• Overview of Student Aid Eligibility

2 Understanding Status Definitions

• Status Definitions

3 Using the Dashboard

• Dashboards
• Tasks
  • Complete ISIR Review
  • Complete ISIR Verification
  • Review Documents for Approval
  • Review Professional Judgment
• Task Overview
  • Claim a Task
• Supervisor View

4 Using Administration

• Administration Overview
  • Administration
  • Checklist for New Award Year Processing
    • Review and Update Configuration Workbooks
    • Enable ED Award Year-Based File Formats
    • Manage TD Client
• Using FAS Management
  • FAS Management
  • Regulatory Management
    • Add a FAFSA Completion Period
    • Update the FAFSA Completion Period
  • DOE File Management
• Using Security Management
  • Security Management
  • Password Policy
  • Roles Management
    • Create A New Role
    • Set Document Permissions
    • Set General Permissions
    • Set General Permissions Matrix
    • Set General Permissions Read Only
  • User Management
• Using System Management
  • System Management
  • Load ISIRs
  • Load Message File
  • SAIG Errors
  • SAIG Administration
  • Manage TD Client
  • Configuration Administration

5 Using the Student Record

• Student Record
• Student Summary
• Student Information
• Student Letters
  • Delivered Letters
    • Letter Code 108: Student Record Hold Letter
    • Letter Code 110: Verification Letter
    • Letter Code VL1: Verification Letter
• Student Notifications
• Search for Student Record

6 Using Documents

• Documents
• Pending Document Requests
  • Cancel Pending Document Requests
  • Request Documents
• Received Documents
  • Add, Edit And Delete Comments
  • Update Document Metadata
• Review Document For Approval

7 Using Student History and Comments

• Student History and Comments
• Add, Edit, Delete Comments
• Student History
• Student History Category Filter

8 Using Student Holds

• Student Record Holds
  • Place or Release Student Record Hold Via Event Message
  • Place or Release Student Record Hold via UI
  • Place a Student Record Hold for All New Students

9 Using USDE

• USDE
• ISIR
  • FAFSA Management
  • Load An ISIR
  • View ISIR
  • Change The Status Of An ISIR
  • Change The Status Of An ISIR Code
  • Change the Verification Status Code
  • Make ISIR Corrections
  • Complete ISIR Review - Task
  • Complete ISIR Verification - Task
  • Manually Match Students To ISIRs
  • Reopen Valid ISIR Process

10 Using Financial Information

• Professional Judgment
  • Override Professional Judgment Decision Status
  • Review Professional Judgment - Task

11 Using Manual Overrides

• Manual Overrides

12 Using Oracle Analytics Server Reports

• Reports Overview
• Delivered Reports
• User-Defined Reports
• Running Reports

13 Using Student Self-Service

• Self-Service Features
  • Self Service Overview for Student Aid Eligibility
  • Steps for Active Students
    • Active Student Step 1: Become Financial Aid Eligible
  • Self-Service Documents
  • Self-Service Notifications
  • Self-Service Messages
  • Self-Service Profile
    • Sign FERPA Form And Provide Consent
• Self-Service Setup
  • Manage Users
  • Manage Role Permissions
  • Manage Self-Service Branding
  • Manage Email Communication Preferences
  • Manage SAML Attribute Names
  • Manage Guest and Student Authentication Mode
  • Define Configurable Content
  • Manage Student Announcements
  • Manage Self-Service Documents
  • Manage Self-Service System Settings Configuration
  • Manage Self-Service Password Policy