Event that causes Activity Log Entry | Date/Time Created | Activity Source | Activity Type | UserID | Entry posted to Description field | Sample Activity Log Entry |
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Student uploads a document | [date/time] | Student Action | [Activity Type from Document Setup] | [studentid] | Attachment "[filename]" was uploaded to [Document Requirement Name] for [FAY / AY / PP] [Scope Value] with the Comments [text added to Comments field]. | Attachment "2017_TaxReturn.pdf.pdf" was uploaded to 2017 Student Tax Transcript/IRS Match/Tax Return Form with the Comments "Comment Text." |
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Received Message from Student | [date/time] | Student Action | Communication Related | [studentid] | Message Received. Subject: "[Subject Line of message]" | Message Received. Subject: "Verification Worksheet Question" |
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Student Edits an award via Financial Aid component
| [date/time] | Student Action | AwardRelated | [studentid] | In Financial Aid, student changed [CCYY-CCYY (FAY)] [Fund Name] [loan sequence #] for AY[AY#] from [previous award status] to [new award status]. Accepted amount changed from [previous accepted amount] to [new accepted amount]. Available award amount was [previous eligible amount]. Award amount changed from [previous award amount] to [new award amount]. | In Financial Aid, student changed 2020-2021 Federal Direct Subsidized Loan 001 for AY2 from OFFERED to ACCEPTED status. Accepted amount changed from $0.00 to $2,000.00. Available award amount was $3,500. Award amount changed from $3,500 to $2,000. |
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Student Edits an award via My Borrowing component (Select a Borrowing Plan, Change My Borrowing Option, or Change My Borrowing Amount)
| [date/time] | Student Action | AwardRelated | [studentid] | In My Borrowing, student changed [CCYY-CCYY (FAY)] [Fund Name] [loan sequence #] for AY[AY#] from [previous award status] to [new award status]. Accepted amount changed from [previous accepted amount] to [new accepted amount]. Available award amount was [previous eligible amount]. Award amount changed from [previous award amount] to [new award amount]. | In My Borrowing, student changed 2020-2021 Federal Direct Subsidized Loan 001 for AY2 from OFFERED to ACCEPTED status. Accepted amount changed from $0.00 to $2,000.00. Available award amount was $3,500. Award amount changed from $3,500 to $2,000. |
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Student Accepts / Declines an award but the action fails. | [date/time] | Student Action | AwardRelated | [studentid] | Student [ACCEPTED/DECLINED] [Fund Name] of[Amount] for Academic Year [Academic Year Number] FAILED. | Student ACCEPTED Federal Direct Unsubsidized Loan of $2,520.00 for Academic Year 2 FAILED |
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The system sends email to Parent. | [date/time] | Parent Action | Communication Related | [studentid] | Sent [Email Subject] email from [from email address] to [parent email] address. | Sent "Account Created" email from snap@regenteducation.com to parent at parent@gmail.com |
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User clicks on 'Accept' button on the Select Plan pop-up in My Borrowing
| [date/time] | Student Action | My Borrowing | [studentid] | The following borrowing plan was selected in My Borrowing for <AY#>:- <Packaging Philosophy Display Name>
- List the Packaging Philosophy Display Name configured for My Borrowing.
- Borrowing Plan Details:
- <Packaging Philosophy Display Name>
- Estimated Direct Costs <amount>
- Less Other Financial Aid <amount>
- Amount Needed for Direct Costs <amount>
- Plus Estimated Costs <amount>
- This line will only be listed if displayed on the My Borrowing main page tile for the packaging philosophy/borrowing plan.
- <Packaging Philosophy Display Name> Amount <amount>
- <Fund Display Name Loan> Amount <amount>
- List each Fund Display Name and amount offered or awarded for the corresponding Packaging Philosophy for Subsidized, Unsubsidized, and Graduate PLUS Loans only.
The following borrowing plan was viewed but not selected in My Borrowing in <AY#>: - <Packaging Philosophy Display Name>
- <Packaging Philosophy Display Name>
- List the Packaging Philosophy Display Name that was not selected for My Borrowing.
- Borrowing Plan Details:
- <Packaging Philosophy Display Name>
- Estimated Direct Costs <amount>
- Less Other Financial Aid <amount>
- Amount Needed for Direct Costs <amount>
- Plus Estimated Costs <amount>
- This line will only be listed if displayed on the My Borrowing main page tile for the packaging philosophy/borrowing plan.
- <Packaging Philosophy Display Name> Amount <amount>
- <Fund Display Name Loan> Amount <amount>
- List each Fund Display Name and amount offered or awarded for the corresponding Packaging Philosophy for Subsidized, Unsubsidized, and Graduate PLUS Loans only.
- Note:
- The <amount> for all items above will be the same amounts displayed on the My Borrowing main page tile for the corresponding packaging philosophy/borrowing plan.
| The following borrowing plan was selected in My Borrowing for AY1: Direct Costs Option List the Packaging Philosophy Display Name configured for My Borrowing. Borrowing Plan Details: Direct Costs Option Estimated Direct Costs $4,500.00 Less Other Financial Aid $900.00 Amount Needed for Direct Costs $3,600.00 Direct Costs Option Amount $3,600.00 Federal Direct Unsubsidized Loan Amount $3,600.00. The following borrowing plan was viewed but not selected in My Borrowing in AY1: Maximum Borrowing Option Borrowing Plan Details: Maximum Borrowing Option Estimated Direct Costs $4,500.00 Less Other Financial Aid $900.00 Amount Needed for Direct Costs $3,600.00 Plus Estimated Costs $7,326.00 Maximum Borrowing Option Amount $10,926.00 Federal Direct Unsubsidized Loan Amount $10,926.00 Federal Graduate PLUS Loan Amount $7,326.00 |
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When a user clicks on the Accept button in the Change My Borrowing Loan Acceptance Pop-up
| [date/time] | Student Action | My Borrowing | [studentid] | - A request to <increase or decrease>the borrowing amount by <$X> amount was requested. <The increased amount resulted in a change to the Borrowing Plan.>
- The <increase or decrease> will be dynamic and be dependent upon the user selection in the Change My Borrowing pop-up in RS-176673.
- The <$X> amount will be determined based on the amount displayed in Change My Borrowing Loan Acceptance.
- <The increased amount resulted in a change to the Borrowing Plan.> will only display if it was determined there was a change to the borrowing plan in Change My Borrowing Loan Acceptance.
- The following information will be included in the Activity/Description:
- Change from: <Packaging Philosophy Display Name>
- Change to: <Packaging Philosophy Display Name>
- Only display the Change from or Change to if there is a change in the Borrowing Plan.
- List the Packaging Philosophy Display Name configured for My Borrowing.
- The following information was displayed in <AY#>:
- Remaining Eligibility Available
- Remaining <Packaging Philosophy> Amount <amount>
- Remaining <Packaging Philosophy> Amount <amount>
- <Fund Display Name Loan> Amount <amount>
- Note: The <amount> for both items above will be the same amounts displayed on the My Borrowing tile if the Change My Borrowing Amounts configuration is turned on.
| A request to decrease the borrowing amount by ($5,400.00) amount was requested. The following information was displayed in AY1: Remaining Eligibility Available Remaining Maximum Borrowing Option Amount $14,778.00 Remaining Direct Costs Option Amount ($5,400.00) Federal Direct Unsubsidized Loan Loan Amount $9,000.00 Federal Graduate PLUS Loan Loan Amount $0.00 |
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Award is repackaged via Batch Packaging or other packaging | [date/time] | System Action | Award Related | [userid] | - Current Activity/Description: Repackaged award for student [ExternalId1]: [Fund Name] of [$amount] as [Status] for [FAY]
- Updated Activity/Description: Repackaged award for student [ExternalId1]: [Fund Name] from [$amount] to [$amount] as [Status] for [FAY]
- The 'from' amount is the amount of the award at the time the loan is repackaged.
- The 'to' amount is the amount the award is being repackaged to.
| Repackaged award for student 12345: [Federal Direct Unsubsidized Loan Loan Amount from $9,000.00 to $8,000.00 as Accepted for 2019-2020. |
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| New awards are accepted through the ‘Change My Borrowing Amount’ or ‘Change My Borrowing Option' modules in Student Experience. | [date/time] | Student Action | AwardRelated | [studentid] | Student Accepted ( FUND NAME ) of ( $XXXX.XX ) for Academic Year ( # ). | Student Accepted Federal Direct Unsubsidized Loan of $5,000.00 for Academic Year 1. |
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An accepted award amount is changed through ‘Change My Borrowing Amount’ or ‘Change My Borrowing Option’ modules in Student Experience. | [date/time] | Student Action | AwardRelated | [studentid] | ‘Repackaged ( FUND NAME ) from ( $XXXX.XX ) to ( $XXXX.XX ) as ‘Accepted’ for Academic Year ( # ).’ | Repackaged Federal Direct Unsubsidized Loan from $5,000.00 to $6,000.00 as ‘Accepted’ for Academic Year 1. |
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| Student Adds a document via the Documents Component of Student Experience | [date/time] | Student Action | [Activity Type from Document Setup] | [studentid] | The following Document was added via Student Experience:- Name: <Document Name>
- Scope: <Document Scope>
- Status: <Document Status>
| The following Document was added via Student Experience:- Name: Verification Worksheet
- Scope: 2021-2022
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| Anticipated units are determined or changed for future terms | [date/time] | System Action | EnrollmentRelated | | Future Terms Anticipated at # Units (anticipated enrollment status) |
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| Once the student adds a new resource on the portal and is repackaged | date/time] | Student Action | ResourceRelated | [studentid] | Created (resource name) of (resource amount) for (payment period) |
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