Financial Aid Training and Technical Documentation Plan
Campus Community
Communications
Manuals | Date Updated |
| 3Cs for Financial Aid (pdf) | 09/10/07 |
| Batch Produce Financial Aid Notification Letters (pdf) | 12/20/07 |
| Batch Produce Missing Information Letters (pdf) | 01/15/08 |
| Batch Produce No Need Letters (pdf) | 07/10/08 |
| CU Communication Load Process Manual for AD and FA (pdf) | 10/15/07 |
Job Aids | Date Updated |
| Batch Produce Financial Aid Notification Letters (pdf) | 12/20/07 |
| Batch Produce Missing Information Letters (pdf) | 12/20/07 |
| Batch Produce No Need Letters (pdf) | 07/10/08 |
Service Indicators
Manuals | Date Updated |
| Assign and Release Service Indicators (pdf) | 03/24/08 |
FAMS to PS Transition
Job Aids | Date Updated |
| FAMS To PS Screens (pdf) | 03/23/08 |
Aid year activation
Manuals | Date Updated |
| Manual Aid Year Activation (pdf) | 03/23/08 |
Assign Student Budgets
Manuals | Date Updated |
| Assign Budgets To Individual Students (pdf) | 03/23/08 |
| Assign Student Budgets in Batch (pdf) | 03/23/08 |
Job Aids | Date Updated |
| Assign Budgets To Individual Students (pdf) | 03/23/08 |
| Assign Student Budgets in Batch (pdf) | 03/23/08 |
Awarding
Manuals | Date Updated |
| Assign Awards To Undergraduate Students (pdf) | 07/07/08 |
| Assigning Financial Aid Awards (pdf) | 08/26/08 |
| Authorize & Disburse Aid (pdf) | 11/18/08 |
Job Aids | Date Updated |
| Add-Update Non-CU Borrower Person Record (pdf) | 08/26/08 |
| Assign Awards To Packaged UG Students (pdf) | 07/07/08 |
| Assign Awards To Unpackaged UG Students (pdf) | 07/07/08 |
| Authorize and Disburse ACG-SMART Grants (pdf) | 11/03/08 |
| Authorize and Disburse Aid Manually (pdf) | 11/20/08 |
| Authorize and Disburse Aid in Batch (pdf) | 11/20/08 |
| Authorize and Disburse Pell Grants (pdf) | 11/04/08 |
| Awarding and Bursar Systems FAQ (pdf) | 06/06/08 |
| Create Disbursable NYS Awards (pdf) | 11/04/08 |
| Facts & Figures (5-19-08) (pdf) | 07/09/08 |
| Facts & Figures (6-16-08) (pdf) | 07/09/08 |
| Load and Edit NYS Roster Data (pdf) | 10/13/08 |
Financial Aid/Bursar Student Accounts
Job Aids | Date Updated |
| Financial Aid-Bursar Job Aid (pdf) | 09/22/08 |
Build Financial Aid Terms
Manuals | Date Updated |
| Build FA Terms for Individual Students Training Manual (pdf) | 03/23/08 |
| Build FA Terms in Batch Training Manual (pdf) | 03/23/08 |
Job Aids | Date Updated |
| Build FA Terms Manually (pdf) | 03/23/08 |
| Build FA Terms on Line (pdf) | 03/23/08 |
| Build FA Terms in Batch (pdf) | 03/23/08 |
File review
Manuals | Date Updated |
| Continuing Student File Review (pdf) | 05/23/08 |
| EDP-Regular-Transfer Student File Review (pdf) | 05/23/08 |
Manage ISIR Data
Manuals | Date Updated |
| Manage ISIR Data Load and Checklist Item Assignment (pdf) | 08/26/08 |
| Manage Suspended ISIR Records (pdf) | 03/23/08 |
Job Aids | Date Updated |
| ISIR Checklist Assignment (pdf) | 03/23/08 |
| Manage ISIR Data Load (pdf) | 03/23/08 |
| Manage Suspended ISIR Records (pdf) | 03/23/08 |
Package Aid
Manuals | Date Updated |
| Batch Assign Packaging Variables (pdf) | 04/22/08 |
| Batch Assign Self Help (pdf) | 04/22/08 |
| Perform Institutional Mass Packaging (pdf) | 08/26/08 |
| Perform Manual Packaging (pdf) | 05/12/08 |
| Perform Online Auto Packaging (pdf) | 07/29/08 |
Job Aids | Date Updated |
| Perform Institutional Mass Packaging (pdf) | 04/24/08 |
| Perform Manual Packaging (pdf) | 05/12/08 |
| Perform Online Auto Packaging (pdf) | 07/29/08 |
Managing PROFILEs
Manuals | Date Updated |
| Managing PROFILE Suspense Lite (pdf) | 03/23/08 |
| Managing PROFILEs (pdf) | 03/23/08 |
FA Setup
Manuals | Date Updated |
| Set Up Authorization and Disbursements Calendars (pdf) | 11/11/08 |
Create Student Worksheets
Manuals | Date Updated |
| Create Student Worksheets (pdf) | 03/23/08 |