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

• There are no preferences available for this portlet.

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.

• • Click the wrench () from the Public Registration portlet and set the following options:

  • On the Settings tab:

  • Type the Footer Text Message you wish to appear on the portlet in the box provided.  To reference the Financial Aid Office email address (which will also be set on this screen), use "@@Email" in your text body.  For example:

• If you have any questions about the listed financial aid documents, please send an email to @@Email.

• Enter the Financial Aid Office Email address in the text box provided.

Security

• There are no security operations for this portlet.

Functions

• Sending Alerts for Missing Documents

  To send an alert for missing documents:

  • Enter the Financial Aid Document Tracking portlet.

  • Click the link for View Financial Aid Documents Tracking.

  • On the Financial Aid Document Tracking screen, click the checkbox for each document in the Missing Documents section that you wish to send an alert for.

  • Click the Send Alert button.  And email will be generated and sent to the student based on a template set up by the Administrator (for more information on how to set up this template, see Getting Started with Student).

• Printer Friendly Version

  • Open the Financial Aid Document Tracking portlet.

  • Click the Printer Friendly link or the () icon.

  • A new browser window opens and displays the printer friendly version.

  • Click the Send to Printer button.

  • To exit, click the Exit Print Mode link or the () icon.