Contents

 

How to………. 


I - Getting Started 
System Overview 
Access 
Configuration 

II - Institution Homepage and Dashboard 
Institution Home Page 
Workflow Dashboard 

III Report Center 

Core Reports
Running Reports 

Save and Load Report Configuration 

IV - Student Lookup 
Notifications 
Contact information includes: 
Packaging Information 
ISIR Section: 
Disbursement Information 

V – Important  Information Links
Student Initiated Packaging 

VI – Transmission Queue 
Institutional Student Information Record (ISIR) Files 
COD Import/Export Files 
Enrollment Update Files (SSCR) 
Un-transmitted Student Awards 

VII - File Upload 
Batch Detail 
New Upload 

VIII - File Pick Up 
Main Page 
File Retrieval 

IX - Document Tracking 
Main Page 
Uploading Documents 
E-Forms 

X – Disbursement Process 
Main Page 
Create a New Disbursement Batch 
Processing a Disbursement Batch 
G5 Entry 
Import Action Queue 
Export HCM2 MOP 
Moving Transaction between Batches 
Manually Adding Awards 
Adding Disbursements and Adjustments 
Pay List 

XI – Packaging Process 
Main Page 
Packaging Batches View 
Create New Packaging Batch 

XII – Funding Estimate 
Create New Funding Estimate 
Cloning Funding Estimate 
Adjusting the Funding Estimate 

XIII – Verification 
Main Page 
Student Verification Page 
Verification Statuses 

XIV – Reconciliation 
Start a new Reconciliation 
View a Reconciliation 

XV – NSLDS Enrollment Reporting 
NSLDS Main Page 
Enrollment Roster 

XVI – Return To Title IV Calculation 
R2T4 Main Page
Calculator 
Approval Process 

XVII – Student Portal 
Notifications 
Links 
Document Tracking 
Your Questions, Our Feedback 
Student Portal Registration 

XVIII – Question Queue 
Main Page 
Answering a Question 

XIX – System Configuration 
Main Page 
Institution Info 
Academic Year Options 
Award Cycle Options 
Document Trigger Rules 
Enrollment Status Options 
Enrollment Status Threshold Options 
Estimated COA 
Fund Type Options 
Import File Options 
Institution Entities (OPEID) 
Letter Template Options 
Programs 
Student Document Options 
Terms & Breaks 
User Profiles and Roles 

XX – Glossary