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{INSERT ROLE or DEPT NAME} with a {define role} will be responsible for [list action].

4 Definitions

5 Procedure

5.1 Document Workflow

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1. Regent Award populates a document in “Needed” status for the student, or

2. Regent Award populates a document in a “Received” status for the student.

3.  Student:

   1. Receives Missing Information communication.

   2. Logs into the Student Portal to review document requirements.

   3. Completes the document requirements via:

      1. Student portal

         1. Uploads form to the document requirement

            1. Regent Award updates the document status to “Received”

      2. Submits document to school

         1. The User updates document status to “Received”.

            1. Navigates to documents tab

            2. Select checkbox for document to update status

            3. Update document Status to “Received.”

4. Regent Award populates a Review Student Document(s) task in the task queue that corresponds to the document use type of the document.

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5. The User reviews the document:

   1. If the document is satisfactory, the User updates the status to “Satisfied” and updates the corresponding task status to “Complete”.

      1. Use navigation steps in steps above to update document status.

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   2. If the document is not satisfactory, e.g. missing a signature, the user updates the document status to “Incomplete” with a document reason and updates the task status to “Closed”.

      1. Navigate to Documents tab.

      2. Click Edit on document

      3. Update the document status to “Incomplete.”

      4. Update document “Reason” to communicate back to Student on student portal.

      5. Click Submit

   3. All steps outlined above should be repeated until the document status is “Satisfied.”

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Alternative Flow

• Some documents maybe may be auto-waived at the time they are assigned for . For example, when a subsequent ISIR is received resolving a default/overpaymentDefault/Overpayment document will be resolved.

5.2 Requesting Additional Documents

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• Additional documents have been successfully added to the student.