Automated Tracking Of Documents And Requirements

The system automatically adds documents and requirements during the ISIR load process based upon the student's verification selection status, comment codes, and/or other criteria established in the document setup process. Additionally, documents and requirements can be setup to be automatically assigned during the packaging and awarding process.  See Document Assignment and Auto-Satisfy Rules.

Additionally, the system can automatically satisfy a requirement based upon the receipt of a subsequent ISIR record which indicates that the requirement is no longer needed. This auto satisfy option can be disabled at the document level in document setup.

The system is also able to satisfy Direct Loan entrance counseling and MPN requirements based upon receipt of information that the requirement was satisfied in COD.