Contents

• Title and Copyright Information
• Get Help

1 Getting Started

• Overview of Student Financial Planning
• State and Institutional Financial Aid

2 Understanding Status Definitions

• Status Definitions

3 Using the Dashboard

• Dashboard
• Tasks
  • Complete ISIR Review
  • Complete ISIR Verification
  • Evaluate Overaward Packages
  • Evaluate Student Changes of Program
  • Update Origination Files
  • Process an NFF Document
  • Reevaluate a NFF Fund
  • Report Grant Overpayment Resolution
  • Review Documents for Approval
  • Report Grant Overpayment and Notify NSLDS
  • Review Professional Judgment
  • Review SAP Appeal
  • Review SAP Evaluation
  • Update Fund Award Year Close Date
• 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
  • Fund Allocation Management
    • Create A New Fund Allocation
    • Edit A Fund Allocation
  • QC Holds Management
    • Enable and Disable QC Holds via UI
    • Enable and Disable QC Holds via Event Message
    • Release QC Hold via Event Message
  • Regulatory Management
    • Add a FAFSA Completion Period
    • Update the FAFSA Completion Period
  • DOE File Management
• Using G5 Management
  • G5 Management
  • View & Complete Available Drawdowns
  • View & Edit G5 Transaction History
  • Update G5 Details on a Single Disbursement
• 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
  • Administrative Relief
    • Update Close-Out Dates
  • Disbursement Administration
    • Select A Student
    • Update a Disbursement Loan ID
    • Update Manually Created Incorrect Amounts
    • Update Disbursement Number and Sequence Number
    • Update the Disbursement Status
    • Manually Trigger Disbursement Information or Return to Lender Messages
    • Update The Cancellation Reason And Date
    • Update the Disbursement Amounts
    • Update The Payment ID And Disbursement Date
    • Update the Return to Lender ID and Return Date
    • Delete a Disbursement
    • Recreate Deleted Disbursments
  • Load ISIRs
  • Load Message File
  • SAIG Errors
  • SAIG Administration
  • Manage TD Client
  • Configuration Administration

5 Using the Student Record

• Student Record
• Student Summary
• Enrollment Information
  • Evaluate Student Change of Program
  • Student was not on LOA During Program Change
  • Student is Continuously Enrolled
  • Coursework Substantially Similar
  • Credits from prior are accepted in new program
• Program Information
• Leave of Absence
• Satisfactory Academic Progress
  • Update The Manual SAP Indicator
  • Update The SAP Status
  • Update Number of SAP Appeals on File
  • Trigger Or Re-Trigger A SAP Evaluation
  • Review SAP Evaluation - Task
  • Review SAP Appeal - Task
  • Override SAP Calculation
  • FAS Historical SAP Data Event Message
• Student Information
• Student Letters
  • Delivered Letters
    • Letter Code 108: Student Record Hold Letter
    • Letter Code 110: Verification Letter
    • Letter Code 200: Exit Interview Letter
    • Letter Code 310: Right to Cancel
    • Letter Code 325: Late Disbursement Notification Letter
    • Letter Code 520: Cancellation FA Notification Letter
    • Letter Code 610: SAP RG Notification Letter
    • Letter Code 620: SAP FA Warning Letter
    • Letter Code 625: SAP FA Disqualification Letter
    • Letter Code 725: Post Withdrawal Notification Letter
    • Letter Code FN1: Award Letter
    • Letter Code PO1: Provisional Aid Offer 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

• QC Holds
  • View And Release QC Holds via UI
  • Configure QC Holds - Student Level Only
• 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
• Common Record Information
• Credit Status Response
• Entrance Counseling
• 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
  • Origination File Update
• MPN Information
• NSLDS
  • Add a Converted Student to the NSLDS Transfer Student Monitoring List
  • Add a Student to the NSLDS Transfer Student Monitoring List
  • Request An NSLDS Financial Aid History File
• PLUS Application
  • Override the PLUS Default Overpay Code
• TEACH Agreement To Serve
• TEACH Grant Counseling
• Annual Student Loan Acknowledgement

10 Using Financial Information

• Financial Information
• Credit Balance
  • Adjust A Credit Balance
  • Create A Credit Balance
• Disbursing
  • Origination Management
  • COD Student Identifier Updates
  • Late Disbursement Management
  • Post-Withdrawal Disbursements
  • Manual Overrides: Disbursing
    • Overview of Disbursing Overrides for Title IV Funds
    • Override Disbursement Criteria
    • Override Anticipated Disbursement Date
    • Override Disbursement Date
    • Override Disbursement Payment Period Amounts
  • Update Fund Award Year Close Out
  • Troubleshooting Stuck Disbursements
• Fund Eligibility
• Grant Overpayments
  • Report Grant Overpayment Resolution to NSLDS and DRS
  • Review Grant Overpayment And Notify NSLDS and DRS
• Non-Federal Funds
  • Add a Non-Federal Fund Using an External Award Event Message
  • Manually Add a Non-Federal Fund
  • Edit Non-Federal Funds Period
  • Remove Non-Federal Fund
  • Process An NFF Document - Task
  • Re-Evaluate NFF Fund - Task
  • Manual Non-Federal Fund Academic Year Changes
  • Disburse Non-Federal Funds
  • CommonLine Loans
• Packaging
  • Academic Year And Payment Period - Non-Term
  • Academic Year And Payment Period - Term
  • COA, SAI/EFC, and Financial Need
  • Award Management
  • General Title IV Eligibility Requirements
  • Federal Title IV Grant Fund Management
  • Federal Title IV Loan Fund Management
  • Non-Federal Fund Management
  • Historical Fund Information Event Message
  • Year-Round Pell Grant
  • Loan Fee Management
  • Re-Entry Packaging
  • Manual Overrides - Packaging
    • Overview of Packaging Overrides for Title IV Funds
    • Packaging Holds
    • Packaging Errors
    • Trigger Repackage Process
    • Override Academic Years
    • Add, Edit, or Remove a TIV Fund
    • Overriding Fund Acceptance
    • Update COA To Actual Or Total
    • Add An Adjustment To The COA
  • Evaluate Overawards Packages
  • Summer Headers and Trailers
    • Alternate Summer EFC Calculation
    • Alternate Summer SAI Calculation
    • Manage Summer Term
• Professional Judgment
  • Override Professional Judgment Decision Status
  • Review Professional Judgment - Task
• R2T4 Information
  • Termination Management
  • Summary of Steps 1-10
  • Inadvertent Overpayment
  • Override R2T4 Data
  • Terminate An R2T4
  • Hide an R2T4
  • Create R2T4
  • Replace An R2T4
  • Trigger R2T4 Calculation

11 Using Oracle Analytics Server Reports

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

12 Using Student Self-Service

• Self-Service Features
  • Self-Service Overview for Student Financial Planning
  • Viewing by Academic Year
  • Steps for Active Students
    • Active Student Step 1: Become Financial Aid Eligible
    • Active Student Step 2: Review/Accept your Financial Aid Awards
    • Active Student Step 3: Receive Your Funds
  • Steps for Inactive Students
    • Inactive Student Step 1: Complete Exit Counseling
    • Inactive Student Step 2: Review any Refunds or Overpayments
    • Inactive Student Step 3: Receive Your Funds
  • Self-Service Documents
  • Self-Service Notifications
  • Self-Service Financial
    • College Financing Plan
  • 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 College Financing Plan
  • Manage Self-Service Documents
  • Manage Self-Service System Settings Configuration
  • Manage Self-Service Password Policy