Auto Packaging & View ISIR
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Auto Packaging & View ISIR

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Article Summary

About Financial Aid Packages and Viewing ISIRs

Auto packaging evaluates a student's ISIR against the cost of attendance and disbursement rules configured in the system and then packages the student with financial aid awards.  The system also allows for users to view or print the standardized EdExpress 6-page format.

Campus Cafe auto packaging supports federal subsidized and unsubsidized loans and Pell grants. It does not support Plus loans, Federal Supplemental Educational Opportunity Grant (FSEOG), federal work study, state and local government grants, alternative (private) loans or institutional scholarships.


  • Access to the institution's ISIRS, typically retrieved from EdConnect
  • An Admissions Portal form to accept inquiries created by ISIRs must be configured, so an inquiry is created when a student is not found. The name of the admissions portal form (e.g. ISIR) must be set in the F/A Control and if your institution has a second OPEID you would create a second F/A Control Record.
  • F/A Control must be configured for Federal Financial Aid COD export to initiate
  • Transaction Codes and F/A Code Maintenance (award codes) must be configured
  • Cost of attendance must be configured
  • Disbursement rules must be configured 
  • For all financial aid eligible majors the CIP Code, Program Length, Length Type, Credential Level, and Degree Seeking checkbox must be set on the major detail page
    • For Clock Hour programs, the "Clock Hour Indicator" must be checked, and the "Hours to Complete" must be filled in.
  • The students to package must have a degree row
  • If cost of attendance and disbursement rules are configured based on enrollment status (full time, half time, etc.) student's Part Time Code on the Degree Detail screen must be set.

Import ISIRs

Importing Institutional Student Information Records (ISIRs) to Campus Cafe allows the platform, in conjunction with the configured cost of attendance and student's academic record, to package students for federal financial aid.

  1. Navigate to Student Financials > F/A Packaging
  2. Under ISIR Importing click browse
  3. Select the file containing ISIRs
  4. Click Import ISIR


Permission #1250 is required to access this function and must be set to RO (read only).

  1. Navigate to Student Financials > F/A Packaging
  2. Under Find Package By select the Award Year
  3. Under Find Package By select the package status if applicable
    • Check "Include Non-Default" to also see all ISIRs imported that are not currently set as "Default".
  4. Click "View ISIR" button to view ISIR which can then be printed or saved as a .pdf file. 
    • If a student has a manual packaging row, the "View ISIR" button will not appear.
  5.  A new window will open to save or print the standardized EdExpress 6-page PDF format to assist with a user's financial aid process.

Review & Package Students to Package

  1. Navigate to Student Financials > F/A Packaging
  2. Under Find Package By select the Award Year
  3. Under Find Package By select the package status
    • H: Students held for verification
    • P: Students already packaged
    • R: Students pending repackaging
    • U Student is not packaged
  4. Optionally select Include Non-Default to show non-active ISIRS. 
    • The first time an ISIR is imported, that ISIR will be marked as the default ISIR to use for that and future packaging. 
    • If the a new ISIR for the same student is imported, it will not automatically be marked as default. 
    • These newer non-default ISIRS should be reviewed for accuracy to determine if they should be set as default (active) to ensure proper packaging.
  5. Optionally check to Include Doc Status to loan package listing with Financial Aid Required Activity Tracking Completion status. Checking this box may increase loading times depending on how many "required" financial aid activities are listed on a student's account.
  6. Optionally select Entered/Changed Date From and To fields to query for ISIR's imported or changed within the selected date range.
  7. Click Submit to review the packages
    • To make edits or to mark a student as verified, click on the edit pencil tool of the record needing to be reviewed to take you to the Package Detail Page.
  8. Cost of Attendance (COA) Named Rule:  If applicable, Select Named COA Rule from the dropdown, and apply to all students that are selected in the grid.
  9. Named Term Disbursement RuleIf applicable, Select Named Term Disbursement Rule from the dropdown, and apply to all students that are selected in the grid.
  10. Student COA Academic Year: Type the academic year in which the COA Template will be applied; Please see Term Disbursement Rules regarding "Academic Year"
    • Default "1" for institutions with one Academic year per Financial Aid Award year (most institutions).
    • Student's can have separate COA's for different Academic Year's "1", "2", "3", etc. (sometimes used by clock hours/borrower based schools).
  11. Generate Student COA: Click "Generate Student COA" to apply the corresponding COA templates to the currently selected students for the typed academic year (Generated Cost amounts can be seen in the packaging row grid after generation, and can also be reviewed under the student's packaging detail page).
  12. Once Students have their Cost of Attendance generated, select the students to package by clicking the checkbox next to the student(s) under the "Selected" column.
  13. Click Package Selected to package the student(s)

Over Awarded Packaging or "Need" Check

After packaging has been complete for students, users can review the these students for awarding over their federal Cost of Attendance or Need Limits through the "OverAward Check Report" under the Financial Aid Base Reports.

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