Campus Solutions: Financial Aid
Process Documents and Quick Guides (pdf)
Process Documents are in-depth documentation of the steps necessary to complete a process, including the policies behind the process.
Quick Guides are fast, easy-to-follow and brief instructions for performing specific tasks in MaineStreet (PeopleSoft). All are pdf documents.
| Topic | Process Document | Quick Guide | Last Revision |
3Cs for Financial Aid |
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| ISIR2C Process | 01/02/2009 | ||
| ISIR Communication Follow-Up | 01/02/2009 | ||
| FAN Communication Assignment | 01/02/2009 | ||
| FAN Letter Generation | 01/02/2009 | ||
| SAP Communications | 01/07/2009 | ||
| Working with ISIRs | |||
| Search/Match for Financial Aid | 05/06/2009 | ||
| Importing a Federal Data File | 01/02/2009 | ||
| ISIR Load | 01/02/2009 | ||
| Suspense Management | 01/02/2009 | ||
| ISIR Corrections | 01/02/2009 | ||
| ISIR Signature | 01/02/2009 | ||
| Processing Outbound Files | 01/02/2009 | ||
| Simulating FM Data | 01/02/2009 | ||
| Using INAS Batch Calculations | 01/02/2009 | ||
Verification
|
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| Entering Verification Data | 01/02/2009 | ||
| Verification Using Consolidation Page | 01/02/2009 | ||
| Using Auto Verification | 01/02/2009 | ||
| Consolidation & Verification in Batch | 01/02/2009 | ||
| Managing Financial Aid Terms | |||
| Activating an Aid Year for a Student | 01/02/2009 | ||
| Building FA Term Online | 01/02/2009 | ||
| Building FA Term in Batch | 01/02/2009 | ||
| Update FA Term with ISIR Enrollment | 01/02/2009 | ||
| Working with Student Budgets | |||
| Creating a Budget Online | 01/02/2009 | ||
| Batch Budget Create | 01/02/2009 | ||
| Revising a Budget Manually | 01/02/2009 | ||
| Budget Flag Assign | 01/02/2009 | ||
| Pell Budget Adjustment | 01/02/2009 | ||
| Viewing a Students Budget | 01/02/2009 | ||
| SAP | |||
| Batch SAP Evaluation | 01/02/2009 | ||
| Online SAP Evaluation | 01/02/2009 | ||
| SAP Communications | 01/02/2009 | ||
| ACG SMART | |||
| Evaluating ACG SMART Eligibility | 01/02/2009 | ||
| Processing ACG SMART | 01/02/2009 | ||
| Pell | |||
| Pell Orgination | 01/02/2009 | ||
| Creating Pell Outbound Files | 01/02/2009 | ||
| How to Reconcile Pell | PD | QG | 12/10/2010 |
| Awarding and Disbursing | |||
| Packaging Status Summary | 01/02/2009 | ||
| Ready to Package | 01/02/2009 | ||
| Manual Awarding | 01/02/2009 | ||
| Auto Packaging | 01/02/2009 | ||
| Mass Packaging | 01/02/2009 | ||
| Revising Awards | 01/02/2009 | ||
| One Semester Awards | 01/07/2009 | ||
| Less Than Full Time Award Adjustments | 01/07/2009 | ||
| Viewing Award Activity | 01/02/2009 | ||
| User Edit Messages | 01/02/2009 | ||
Loans
|
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| Setting Up a Lender | 01/02/2009 | ||
| Setting up Servicers & Guarantors | 01/07/2009 | ||
| Originating a Common Line Loan | 01/02/2009 | ||
| Validating Common Line Loans | 01/02/2009 | ||
| Creating CL Outbound File | 01/02/2009 | ||
| Processing CL Inbound Files | 01/07/2009 | ||
| Entering CL Disbursements Manually | 01/07/2009 | ||
| Adjusting Loan Amounts | 01/07/2009 | ||
| Managing a Direct Loan | 01/02/2009 | ||
| Originating a Direct Loan | 01/02/2009 | ||
| Create Direct Lending Outbound | 01/02/2009 | ||
| Viewing a Students Originated Loans | 01/02/2009 | ||
| Assigning Self-Service Access | |||
| Assigning Self-Service Access | 01/02/2009 | ||
| Authorizing and Disbursing Financial Aid | |||
| Disbursing in Batch | 01/02/2009 | ||
| Manually Disbursing | 01/02/2009 | ||
| Reviewing Authorization & Disbursement | 01/02/2009 | ||
| Return of Title IV Aid | |||
| Calculating the Return of Title IV Aid | 01/02/2009 | ||
| FA Terms and Budgets | |||
| Packaging Status Summary | 01/02/2009 | ||
| Update FA Term with ISIR Enrollment | 01/02/2009 | ||
Maine State Grant
|
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| Exporting/Importing Maine State Grant | 10/23/2009 | ||
| Topics for Students | |||
| Viewing Pending Financial Aid | 01/02/2009 | ||
Accept, Reduce & Decline Awards |
01/02/2009 | ||
Perkins MPN |
01/02/2009 | ||
May 23, 2012