Professional Judgment Guide
Use this workbook to define Professional Judgment (PJ) types and associate initiating documents and criteria for each PJ process.
Workbook Description
The file name for this workbook is PJ.csv.
- Field Name.
- Column: Spreadsheet column associated with the field.
- Required?: Denote if you're required to populate the field or not.
- Field Type and Accepted Values:
- String: These are usually alphanumeric.
- Integer: Numeric, a whole number.
- Double: Numeric with places to the right of the decimal.
- Enumeration: List of values.
- Boolean: True or False, Yes or No.
- Groovy script: A logical query using groovy script.
- Date: yyyy-mm-dd format.
- Description.
Field Name | Column | Required? | Field Type and Accepted Values | Description |
Professional Judgement Type Name | A | Y |
String Alphanumeric ASCII text, up to 255 characters. |
Type of Professional Judgement. |
Professional Judgement Type Code | B | Y |
String Alphanumeric ASCII text, up to 255 characters. |
Code for the type of Professional Judgement. |
Aid Year | C | Y |
String Alphanumeric ASCII text, up to 255 characters in YYYY-YYYY format. |
Aid Year ISIR Action is associated to. |
PJ Initiating Document | D | Y |
String Alphanumeric ASCII text, up to 255 characters, with valid document codes. |
Document that initiates the PJ. |
PJ Initiation Condition | E | Y |
Groovy script |
Logical query describing how PJ is initiated.
|
PJ Special Case Flag | F | Y |
Boolean
|
Whether administrative approval is required for this PJ. |
Required Document | G | N |
Groovy script |
Logic used to determine PJ approval/rejections.
|
Enable the Configuration in the UI
You do not have to complete any setup in the user interface to enable this configuration.
Required Permissions
You must have a role with the following General Permission(s) and/or Document Permission(s) through Roles Management in order to enable and view the configuration in the UI.
- Student
- Documents (PJ Initiating documents, View and Task View)
- Updating Professional Judgement Decision Status
- Professional Judgement Review Task
Configuration in the User Interface
The configuration is visible in the Student Financial Aid User Interface if you navigate to the following screens: