Financial Aid: Introduction

Financial Aid: Introduction Training Agenda

Estimated Time: 1 hours

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

Prerequisites:

• Introduction to Campus Cafe for Functional Users

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