Contents
I - Getting Started
System Overview
Access
Configuration
II - Institution Homepage and Dashboard
Institution Home Page
Workflow Dashboard
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