SIS Job Aids

View Annual Student Budget Summary

Google Docs Icon

The Student Budget Summary shows an annual summary of the student’s budget, broken down by Budget Categories.

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:

Budget Summary (Annual View of Student’s Budget)

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:

...

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...

Search for Student’s Award Entry batches

Google Docs Icon

This guide will demonstrate how to search for Award Entry batches for a particular 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:

Search for Student’s Award Entry batches

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

Finding an Existing Award

Google Docs Icon

This guide will demonstrate how to look up an existing award using various criteria, then sort and filter for better results.

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:

Find Existing Award Entry Batch

Entering Graduate Division Awards

Google Docs Icon

This job aid covers how a department enters a Graduate Division award(s) to one or more students in a batch. In this example, we will enter a Block Grant award to two students.

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:

Graduate Division Award Entry

Entering Department Awards

Google Docs Icon

The following job aid shows the steps necessary for creating a Financial Aid Item Type, as part of the Department Award Entry process to provide gift aid to students.

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:

Department Award Entry

Charge Priority Definitions

Google Docs Icon

A Charge Priority determines what an Award will apply to on a student’s account and/or whether funds will disburse directly to a student.

See the following table for descriptions of the different Charge Priorities.

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:

Charge Priorities for Award Entry

Creating a New Financial Aid Item Type

Google Docs Icon

The following job aid shows the steps necessary for creating a Financial Aid Item Type, as part of the Department Award Entry process to provide gift aid to students.

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:

Creating a New Financial Aid Item Type