Locations: 

  • Financial Reports → FA Tracking Report page

Users with the following permissions:

  • Financial →  FA Tracking Form: View FA Tracking Report
  • 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:
It takes too much time to edit the FA tracking forms of many students because the user has to open each student's FA tracking form to edit the data. 

 

Problem:

How to edit FA tracking forms of many students without opening each student's form? 

 

Solution:

The ability to edit the data in a FA tracking form from the FA Tracking Report page was added.

To do this, follow these steps:
  1. Point the mouse cursor to the needed field in the FA Tracking Report panel.
    Note: Only fields which are entered in the FA tracking form manually can be edited, but not those which were taken from the payment plan automatically (Cleared, Comment Codes, Stafford Loans, PLUS Loan, Disbursements Status).
    Also, it is not allowed to edit field, if a user doesn't have an appropriate permission.
  2. Click on the Edit icon in the top right cell corner:




    3. Edit data in the appeared Edit FA Tracking Form pop-up panel and save the changes:



Available since GEGI v4.6.0 (view release notes)