SIS Job Aids

Maintain Financial Aid Term

Google Docs Icon

This job aid will cover how to maintain a financial aid term.

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view a Google doc of this job aid:

Maintain Financial Aid Term

Manually Updating a Checklist

Google Docs Icon

This job aid will cover how to manually update a financial aid checklist.

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view a Google doc of this job aid:

Manually Updating Financial Aid Checklists

View and Add Comments

Google Docs Icon

This job aid will cover how to view and add financial aid comments.

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view a Google doc of this job aid:

Adding a Financial Aid Comment

Checklist Codes

Google Docs Icon

The following table shows the Checklist Codes and Descriptions found within the Financial Aid Department.

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view a Google doc of this job aid:

Checklist Codes

Deleting a Checklist

Google Docs Icon

This job aid will cover how to delete a financial aid checklist

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view a Google doc of this job aid:

Deleting a Financial Aid Checklist

Adding a Checklist Manually

Google Docs Icon

This job aid will cover how to manually add a financial aid checklist.

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view a Google doc of this job aid:

Manually Adding a Financial Aid Checklist

View Customer Accounts

Google Docs Icon

This job aid will cover how to view a student’s account in Campus Solutions.

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view a Google doc of this job aid:

Viewing Customer Accounts

Create Student Budget

Google Docs Icon

This guide will demonstrate how to create a student budget. Budgets are usually created in a batch process. However, occasionally if a student does not have one yet, or some data on the FA TERM page just changed in a way that impacts Financial Aid, you may need to Build a Budget manually.

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view the Google doc of this job aid:

Create Student...

Maintain Term Budgets

Google Docs Icon

This guide will demonstrate how to Maintain Term Budgets. Students are assigned budget items on a term basis. A student must have an active FA Term record in order for a budget to be created. A fixed number of Budget Categories have been defined for each Career, representing the different kinds of Budget items that may be assigned to a student.

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view the Google doc of this job aid:

...

Revising Posted Award Entry

Google Docs Icon

This job aid will cover the process of revising a batch entry that has already been approved and posted by making a copy of the entry and then updating the copy.

The content on this page does not work with screen readers. For screen reader use or a better mobile experience, view the Google doc of this job aid:

Revising Posted Award Entry