Workflow Dashboard
The Menu Bar is located at the top of the page and may contain Home, Links, Workflow, Report Center, Data Analytics and Queues (the view is based on user role and access. If view is missing please contact Campus Ivy to inquire).
In the Links sections from the dropdown the standard options of Important Links and Student Lookup will appear for all users regardless of role. Other options may be visible due to configuration request such as Manual Packages, User Security (software only), Notification Center and Manage Calendly. Click here for an explanation of the available optional features.
Workflow Section
The Workflow dashboard gives you a high level view of all work created, submitted and processed within the system. There are 9 main areas of the Workflow dashboard : Disbursement Batches, Packaging Batches, Document Tracking, Verification/C Code, Reconciliation, Award Letters, Question Queue, File uploads and File Pick Up (to pick up files and reports). Each area gives you a quick and easy way to monitor your work and the progress of your files in real-time.
Dashboard definitions
Packaging Batches | ||
| Incomplete | shows you how many packaging batches you have open that have not yet been submitted for processing | |
Submitted | shows you how many packaging batches you have submitted but have not yet been processed by Campus Ivy. | |
Processed | shows you how many packaging batches have been completely processed | |
Document Tracking | ||
Needed | shows you how many students have at least one document needed to complete their file. | |
Received | shows you how many students have submitted their documents and are waiting to be reviewed. | |
Approved | shows you how many students have all of their documents reviewed and approved over the last 30 days | |
Verification/C Code | ||
Selected | shows you how many students have been selected for verification and/or C Code and pending documents. | |
Scanned | shows you how many students have submitted their documents and are waiting to be reviewed. | |
Processed | shows you how many students have been cleared for verification and/or C Code over the last 30 days | |
Reconciliation | ||
Queued | shows you how many fund types by award year are waiting to be reconciled with COD. | |
Pending | shows you how many funds have their OCD files uploaded and ready to reconcile | |
Completed | shows you how many fund types have been reconciled. | |
NSLDS Enroll. Rosters | ||
| Queued | shows how many NSLDS batches are open | |
| Pending | shows how many NSLDS batches are in progress | |
| Completed | shows how many NSLDS batches have been completed and sent to NSLDS | |
Funding Estimate | ||
Unsigned | shows you how many Award Letters have been created and not signed by a student. | |
Pending Sig | shows you how many Award Letters have been signed by the student but not yet counter signed by the FA Representative. | |
Signed | shows you how many Award Letters have been signed by both parties over the last 30 days | |
Disbursement Batches | ||
Open | shows you how many disbursement batches you have open that have not yet been submitted for processing. | |
Pending | shows you how many disbursement batches have started the process but have not yet been finalized. | |
Processed | shows you how many disbursement batches have been finalized over the last 30 days | |
Question Queue | ||
Queued | shows you how many student questions have not yet been addressed | |
In Progress | shows you how many student questions have been reviewed and are in the process of being answered. | |
Answered | shows you how many student questions have been answered | |
File Uploads | ||
Pending | shows you how many files you have uploaded into the CORE system that has not yet been imported | |
Processed | shows you how many imported files have been processed by CORE | |
File Pickup | ||
Waiting | shows you how many export files have been placed for you to pick up that you have not yet retrieved. | |
Retrieved | shows you how many export files you have retrieved from the CORE system. | |
| R2T4 | ||
| Pending | shows how many R2T4 Calculations are waiting to be completed | |
| Submitted | shows how many completed R2T4 Calculations are waiting for a second review and final approval | |
| Approved | shows how many R2T4 Calculations have been finalized over the last 30 days |
All dashboard information covers a specific timespan. The green column shows a specific number of days or months of history while the red and yellow columns have no cutoff. The user will be aware of all outstanding work at all times.