9.2 Review and Update the Packaging Status Summary Page

Purpose: Use this document as a reference for how to review and update the Financial Aid Packaging Status Summary page.

Audience: FA Counselor/Technician

The student list for this process will be the same list used for the Reviewing and Completing Checklist Items.

You must have at least one of these local college managed security roles:

  • ZD FA Director
  • ZD FA Student Aid Info
  • ZZ FA Student Aid Info

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Review and Update the Packaging Status Summary Page

Navigation:  NavBar > Navigator > Financial Aid > View Packaging Status Summary 

  1. The Packaging Status Summary search page displays.
  2. Enter the following:
    1. Empl ID
    2. Academic Institution
    3. Aid Year
  3. Select the Search button.
Packaging Stauts Summary search page
  1. The Packaging Status Summary page displays.
  2. The following areas will need to be reviewed and updated:
    1. Review Status
    2. Verification Flag
    3. Verification Status
Packaging Status Summary page review status and verfication flag highlighted
  1. Move the Review Status to Review Complete.
Packaging Status Summary page Review Status "Review Complete" option
  1. When a student has been pulled for Federal Verification, the Verification Flag will be set to Required to be Performed”.  As a result two fields need to be updated in order to complete the requirements on this page.  
    1. Set the Verification Flag to "ED Verification Complete".
Packaging Status Summary page Verification Flag Ed Verification Complete status highlighted

      b.  Set the Verification Status to "Verified".

Packaging Status Summary page Verification Flag Verified status highlighted
  1. Select the Save button.
Packaging Status Summary page Save button highighted
  1. The process to review and update the packaging status summary is now complete.
  2. End of procedure.

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