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  1. In the Current Semester box, select your currently active semester.

  2. In the Statement F/A View Semester box choose the semester of the awards to actively show on a student's statement.
    Note: This must be the semester furthest out in the future that is desired to be displayed. For example, if you want to show Fall 2020 and Spring 2021 on the student's billing statement, you must select Spring 2021 in this box.

  3. In the Payment Page F/A View Semester box, choose the semester of the awards to show on a student's Self Payment Page.  This is useful for institutions that bill for a full year, but only want to show the current semester on the student's statement.

  4. In the Current Year box, choose the year award year to display on the financial staff's side by default; this selection also determines what data is shown on the student profile's financial aid status tabs.

  5. Site Name is an optional description for the created Site; it is used only for reference.

    image-20240115-160621.png
  6. In the Current Packaging Semester box choose the default semester that Financial Aid Document Tracking Member will use when Tracking Activitiesunder are added manually.

    • Note: Documents triggered by an ISIR will be added according to the year of the ISIR.

  7. In the Highest Billing Semester choose a semester. On the Student Finder's amount due column only billing charges for this semester and prior will show. Choose semester 999999 to display charges for all semesters.

  8. On-Campus Res Code and Off Campus Res Code relates to the Default Housing option for ISIR Packaging records for the 2024-2025 ISIR and going forward.

    1. Because the housing options have been removed from the FAFSA application the system must make assumptions to housing selections to properly package students with their cost of attendance. Thus, by setting these fields will determine the students' default housing selection based on a student’s existing Session Data Record.

      1. On-Campus Res Code: If a student has the selected code on their latest session data record, then the student will have their housing option on the ISIR record selected as a On-Campus resident regardless of the student’s ISIR dependency status.

      2. Off-Campus Res Code: If a student has the selected code on their latest session data record, then the student will have their housing option on the ISIR record selected as Off-Campus student if they are an independent student; if the student is listed as a dependent student then “With Parents” will be selected automatically.

      3. If a student doesn’t have a Session Data Record the system will automatically default to the following:

        1. Dependent status students housing option will be defaulted to “With Parents” on their ISIR record. This can be manually adjusted on the ISIR Packaging detail page.

        2. Independent status students' housing option will be defaulted to “Off-Campus” on their ISIR record. This can be manually adjusted on the ISIR Packaging detail page.

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