(MPN/Counseling) Financial Aid Document Portal

Owned by Robert Lenk
Last updated: Oct 16, 2024
3 min read

Financial Aid Document Portal (MPN and Entrance/Exit Counseling)

The Financial Aid Document Portal page allows a user to see uploaded MPN's and Entrance/Exit counseling files from COD.  Once uploaded, a user can also see a list of MPN's and Counseling for students with uploaded ISIR's from the base reports "FinAid MPN" and "FinAid ECounseling" reports.

Access to this page is controlled by Permission #1251.

Navigate to F/A Document Portal to review uploaded MPN’s and Counseling

  1. Use a person finder to select a student profile or navigate using the menu to Financials > F/A Doc Portal

  2. Click on the Financial Aid tab

  3. Click on "F/A Doc Portal"

    FADocPortal.png

You can navigate to the "F/A Doc Portal" page from the menu from either "Student Financials" or from "Person Selected" 

FADocPortalMenu.png

Upload Documents to F/A COD Documents page

  1. Once you are on the F/A COD Documents page then select the type of COD file you are going to upload. In this case it would be Entrance/Exit Counseling or MPNs.

  2. You must select the appropriate upload tab for the correct file type.

  3. Choose the correct file type that has been downloaded from EdConnect and click "Import"

    • Note: Import process will import all students' records included in the file; not just the current selected student.

    • crpnXXop is usually MPN files (Use MPN tab)

    • crecmyop is usually Counseling files (Use Counseling Tab)

  4.  After uploading, a list of Uploaded records will be shown.

    1. If you navigate away from this page or choose to make an edit in this listing, the full list of uploaded files will no longer be shown. You can use the MPN/Counseling base reports to pull a list of uploaded documents

Edit or Manually Create MPN or EC Record

  • To Edit a record, click on the pencil tool next to the record and make adjustments to status, dates, link checkbox as necessary.

  • To delete a record, click on the "X" delete button

  • Once a MPN record is uploaded or manually created, you cannot change the MPN Id.

  • To manually create a record click the "Add" button

Review MPNs and EC 

To verify which students completed their Student Loan MPN or Entrance Counseling for the students with ISIR's on file, please review the "MPN or Entrance Counseling Reports" in the Financial Aid Base Reports.