Set General Permissions Matrix
Student Financial Aid provides you flexibility in creating divisions of labor through Roles Management.
Overview
Administrators can create, view, and update all Roles based on permission mapping. In addition, the administrator can assign General Permissions based on a specific production process and further assign users to Roles based on their areas of expertise.
General Permissions Matrix
General Permission | Gives the User Permission to: | Navigation |
Administration |
Access all Administrative functions including:
|
|
Administrative Relief | SFP only. Override a close -out date for a Non-Federal Fund. |
Override Fund Closeout Date column. button in the |
At Will Repackage | SFP only Repackage the Student based on current inputs. |
button |
At Will SAP Status Update | SFP only. Change the Current SAP Status or Override SAP Calculation. |
Current SAP Status field and the Override SAP Calculation button link associated with the |
COA Adjustment | SFP only. Add a Positive or Negative Adjustment to the COA. |
Package Status, Adjustment button. icon (eye icon) associated with |
Configuration Administration |
View the Configuration Administration page. Load Configuration through the SFP user interface. View Configuration Load History. Download Current Configuration. Review the Configuration File Guide, hierarchy, naming standards, and so on. |
|
Configure QC Hold | SFP only. Globally enable configured QC holds. |
|
Create R2T4 | SFP only. Create and Replace an R2T4 record. Trigger R2T4 Calculation. |
button button |
Credit Balance Creator | SFP only. Create a credit balance on a student record. |
page and button |
Credit Balance Modifier | SFP only. Modify the credit balance amount, recipient, and date at any point. |
|
Credit Balance Not Sent Modifier | SFP only. Modify the credit balance amount, recipient, and date only if the credit balance event outbound message has not been sent. |
|
Dashboard |
View the Dashboard page. The user only sees Task Queues and Tasks they have permissions to. |
|
Dashboard Supervisor |
View the Supervisor View Dashboard:
|
|
Disbursement Administrator | SFP only View Disbursement Administration page
and ability to update:
|
|
Disbursement Override | SFP only. Override the Payment Period Disbursement Amount. |
button |
Document Request Canceller |
Cancel a document request. |
button |
Document Requestor |
Request documents. |
button |
Document Review Task |
View Review Document for Approval Task Queue. |
|
DOE File Management |
Enable or disable receipt of Award Year based file formats. |
File Name , select or deselect |
Edit COA | SFP only. Update from Total COA to Actual COA and vice-versa. |
button |
Edit Comments |
Update comments entered by self. |
|
Enrollment Overrides | SFP only. Override the Enrollment Information.
:
|
|
FA History Request | SFP only. Request the NSLDS Financial Aid History. |
button |
FTI Viewer |
View Federal Tax Information (FTI) from the ISIR anywhere FTI data is displayed. |
|
Fund Allocation Management | SFP only. Add new and edit existing fund allocations for awards that require an allocation schedule. |
|
Fund Eligibility Viewer | SFP only. View the Fund Eligibility page. |
icon; the eye icon associated with the Fund Information link. |
G5 Drawdown | SFP only. View Available Drawdowns:
View G5 Transaction History:
|
|
General Read-Only |
Supersedes all Role permissions and prevents the user from being
able to complete any manual overrides.
|
|
Grant Overpayment Resolution Task Review | SFP only. View the "Report Grant Overpayment Resolution to NSLDS and DRS" Task Queue. |
|
Grant Overpayment Task Review | SFP only. View the "Review Grant Overpayment and Notify NSLDS and DRS" Task Queue. |
|
Grant Overpayment Create | SFP only. Create a new Grant Overpayment on the student record. The button appears in the following
cases:
The button doesn't appear in
the following cases:
|
button |
Hide R2T4 | SFP only. Hide an R2T4 Record. |
button |
ISIR Review Task |
View "Complete ISIR Review" Task Queue. |
|
ISIR Status Override |
Update the status of the Active ISIR. |
Status field , pencil icon associated with |
ISIR Verification Task |
View "Complete ISIR Verification" Task Queue. |
|
ISIR Corrector |
Make and Submit ISIR Corrections to the "Valid" and "Active" ISIR. |
button |
Load ISIRs |
Load ISIR files. |
|
Load Message File |
View the Load Message File page and load XML files to the MPG. |
|
Manage Summer Term | SFP only. Add or remove Summer Terms from an Academic Year. |
button |
Match Unmatched ISIRs |
Select IDs to which Unmatched ISIRs can be matched. |
|
NFF Eval Review Task | SFP only. View the "Re-Evaluate NFF Fund" Task Queue. |
|
NFF Forms Task Review | SFP only. View the "Process an NFF Document" Task Queue. |
|
NFF Workflow | SFP only. Add or edit Non-Federal Funds on a Student Record. |
button |
Origination File Update Review | SFP only. View the "Origination File Update" Task Queue. |
|
Over Award Review Task | SFP only. View the "Evaluate Over Award Packages" Task Queue. |
|
Override Academic Years | SFP only. Override Academic Year and Payment Period start and end dates. |
button |
Override Anticipated Disbursement Date | SFP only. Override the Anticipated Disbursement Date by Fund Type. |
column, pencil icon |
Override Disbursement Date | SFP only. Override the Disbursement Date by Fund Type. |
column, pencil icon |
Override Disbursing Criteria | SFP only. Override Disbursement Criteria between
Not Met and
Met by Fund Type:
|
Override All button button and |
Override G5 Disbursement | SFP only. Edit G5 information from the Disbursement page. |
|
Override Plus Application Default Overpay Code | SFP only. Override the Default Overpay Code in the borrower details section of the application. |
button |
Package Fund Edit | SFP only. Add/Edit/Remove Fund Types. |
|
Password Policy |
Enter parameters for creating passwords. |
|
Professional Judgement Review Task |
View the "Review Professional Judgment" Task Queue. |
|
R2T4 Override Edit | SFP only. Override R2T4 data or terminate R2T4. |
Terminate R2T4 Data button | button and
Re-Trigger SAP Evaluation | SFP only. Re-evaluate a SAP period record. |
button |
Regulatory Management |
Set FAFSA Completion Start and End dates by Award Year. |
|
Role ISIR Code Updater |
Update the Status of an ISIR Code. |
link |
Roles Management |
Create and manage Roles. |
|
SAIG Errors |
View SAIG Error Details. |
button |
SAP Appeal Review Task | SFP only. View the "Review SAP Appeal" Task Queue. |
|
SAP Review Task | SFP only. View the "Review SAP Evaluation" Task Queue. |
|
SSN Viewer |
View the student's full Social Security Number. |
link, anytime the SSN field is displayed on page. |
SAP Appeals Override | SFP only. Update the Number of Approved Appeals on File. |
link |
Student |
View any Student Record. |
Enter search terms in the Search Student box. |
Student History |
View the Student History or Comments tab and associated pages. |
Comments or |
Student Holds |
View the Student Holds page:
|
Student Record Holds or |
Student Holds Modify |
Modify Holds (for example, Release, Update):
|
Student Record
Holds
or Note: Requires Student Holds
permissions. |
Student Letters |
View Student Letters. |
|
Student Summary |
View the Student Summary page. |
|
System Management |
View and use of all items contained within System Management:
|
|
Task |
View the contents of a Task. |
Start or Resume button for any Task. Select a Task Queue, Click |
TD Client and VUG |
Enable or disable TD Client. |
|
Transfer Change of Program Evaluator | SFP only. View the "Evaluate Student Change of Program" Task Queue. |
|
Transfer Overlapping Academic Years Evaluator | Do not use. Deprecated. |
Not Applicable. |
Update Fund Award Year Closeout | SFP only. View the "Update Fund Award Year Close Date" Task Queue. |
|
Updating Manual SAP Indicator | SFP only. Update the manual SAP review flag in the Student Record. |
Override Manual SAP Indicator link. select Student Name and ID number down chevrons to expand Student information and expose the |
Updating Professional Judgement Decision Status |
Manually override the Professional Judgement Decision Status. |
|
User Management |
You can add and manage system users manually. |
|
View Hidden R2T4 | SFP only. View Hidden and Canceled R2T4 records. |
|
View Unmatched ISIRs |
View unmatched ISIRs. |
|
XML Viewer |
View COD Response XML File. |
button |