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
- The Packaging Status Summary search page displays.
- Enter the following:
- Empl ID
- Academic Institution
- Aid Year
- Select the Search button.
- The Packaging Status Summary page displays.
- The following areas will need to be reviewed and updated:
- Review Status
- Verification Flag
- Verification Status
- Move the Review Status to Review Complete.
- 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.
- Set the Verification Flag to "ED Verification Complete".
b. Set the Verification Status to "Verified".
- Select the Save button.
- The process to review and update the packaging status summary is now complete.
- End of procedure.
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