Locations: 

  • Student "Student Name": Financial → FA Tracking Form page


Users with the following permissions:
  • Financial →  FA Tracking Form: View FA Tracking Forms
  • Financial →  FA Tracking Form: Edit FA Tracking Forms without inputted "Verification Clear Date"
  • Financial →  FA Tracking Form: Edit FA Tracking Forms without and with inputted "Verification Clear Date"


Case:

Some students' financial aid information is known before the payment plan creation, but there is no place to input it as the FA tracking form is created only with the payment plan.


Problem:

How to input students' financial aid information before the PP is created?

 

Solution:

The ability to create FA tracking form before creating a payment plan has been added.

In order to open the Student "Name": Financial - FA Tracking Form page, click on the Open FA Tracking Form button below the Student's Data in EA panel on the Student "Name": Financial - Enrollment Agreement page:



The fields that are filled out automatically from the payment plan data are Not Available.
And all other fields can be inputted into the FA tracking form even if a student has no payment plan yet:




It's also possible to input Comment Codes directly into the FA tracking form. There are following rules of inputting data:
  • When creating a payment plan, the data is copied from the FA tracking form.
  • Before the payment plan is populated it is possible to edit the data in the payment plan as well as in the FA tracking form.
  • When payment plan is populated data can be edited only in the draft payment plan.

Available since GEGI v4.7.0 (view release notes)