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Access to the institution's ISIRS, typically retrieved from EdConnect
An Admissions Portal form to accept inquiries created by ISIRs must be configured, so an inquiry is created when a student is not found. The name of the admissions portal form (e.g. ISIR) must be set in Custom Control FA_ISIRAPP Sequence 1, Parameter 1, and, if your institution has a second OPEID, also in Parameter 2.
F/A Control must be configured for Federal Financial Aid COD export to initiate
Transaction Codes and F/A Code Maintenance (award codes) must be configured
Cost of attendance must be configured
Disbursement rules must be configured
Major details for all financial aid eligible majors the CIP Code, Program Length, Length Type, Credential Level, Full Time Term Credit Hours, and Degree Seeking checkbox must be set on the major detail page
For Clock Hour programs, the "Clock Hour Indicator" must be checked, and the "Hours to Complete" must be filled in.
The students to package must have a degree row
If cost of attendance and disbursement rules are configured based on enrollment status (full time, half time, etc.) student's Part Time Code on the Degree Detail screen must be set.
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