Financial Aid Document Tracking

Financial Aid Document Tracking displays both the documents the Financial Aid office has received from the student and a list of the missing documents needed to process the student's Financial Aid application.

This screen is separated into two sections: Received Documents and Missing Documents.  Each section shows the Document name, Institution, and Status for each document.  Received Documents also displays when the document was Last Updated.  For Missing Documents, a Due Date is shown along with a check box that the user can use to select the document.  If the user then clicks the Send Alert button, an email is sent to the student to request that the documents be delivered, as established by the Administrator (see Getting Started With Student for more information on how to configure this email).

 

Preferences

 

Settings

These settings can be done by any one who has permission to the Can Admin operation.  These settings and permissions will affect only this specific instance (copy) of this portlet.

 

Security

 

Functions