Financial Aid: Introduction

Owned by Bryan Riddle
Last updated: Jul 31, 2024 by Miranda Thomas
1 min read

Financial Aid: Introduction Training Agenda

Estimated Time: 1 hours

Audience: Individual(s) responsible for advising students about financial aid and awarding/packaging students.

Prerequisites:

Topics:

  1. Finding Students

    • Search box

    • Quick search

    • Student finder

      • Filters

      • Grids

  2. Student profile

    • Financial tab

      1. Billing Statement

        • Posted vs. Pending transactions

        • Award Reference Column - Pending aid/Verified Aid

  3. Ledger Card

    • Transaction source F

  4. Financial Aid Tab

    • Fin Aid Packaging Information

      • Imported ISIRs and Review

  5. Fin Aid Transactions

    • Awards

    • Scheduled disbursements

  6. F/A Status

    • Profile

    • Cost of Attendance

    • Estimate Award Amounts

    • Forms (Missing document/verifications)

      • Missing document category

    • Estimated Financing (Award letter)

  7. F/A Disbursement Roster

    • Send to finder

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