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Welcome to the Student Financial Aid (SFA) component. The purpose of the SFA component is to collect information about financial aid provided to various groups of undergraduate students and military/veteran educational benefits for all students at your institution. 






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titleStudent Financial Aid Workflow
  1. Student Success Research & Analysis (SSRA) Data Coordinator for IPEDS creates user ID's for Office of Financial Aid (OFA) Data Coordinator and Accountable Officer on behalf of the Keyholder.
  2. OFA gets Veterans FA data from Office of Veteran Success. (Data is generated via SAP report called Veterans Services Certification by Term(s) IPEDS)
  3. OFA runs extract from Data Warehouse.
  4. OFA Data Coordinator inputs data to IPEDS portal.
  5. OFA Data Coordinator runs edit report.
  6. SSRA Data Coordinator runs checks and balances on edit report and survey data.
  7. SSRA creates External Data Request (EDR) for submission in JIRA based on IPEDS calendar. 
  8. SSRA gets survey package from IPEDS for Box folder.
  9. OFA sends relevant documentation to PMBA for Box.
  10. SSRA creates DocuSign document. 
  11. SSRA sends sign-off via DocuSign.
  12. OFA Data Coordinator, OFA Accountable Officer and Key-holder sign off.
  13. First lock by Key-holder.



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titleReporting Documentation



Submission YearReporting CriteriaCommentsType



















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titleResources

Box Folders 

IPEDS Survey Materials 

Reference


Jira Issues

Jira Legacy
serverSystem JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdf7b1f4ca-a0c8-3f46-b155-0faf9c5437c7
keyODSPA-11452

Jira Legacy
serverSystem JIRA
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverIdf7b1f4ca-a0c8-3f46-b155-0faf9c5437c7
keyODSPA-13805