If awards are not packaging as expected, then check for the following:

Academic Plan Tab:
- Has the student exceeded the total cumulative units in the program?
- Is there registration for terms packaged with Actual (rather than Anticipated) units?
- Is the Program Completion Date correct?
- Are non-Program Applicable or disqualified remedial/repeat courses treated as ineligible?

Courses Tab:
- Is the student registered for the current term/payment period?
- Are the registered courses Program Applicable?
- Has the student withdrawn from courses prior to attending them?
- Has the student withdrawn from courses prior to disbursing (loans)?
- Are the registered courses transfer courses (exclude from enrollment status)?

Check Documents Tab: (Review configured documents and their restrictions)
- Does the student have any documents that are neither Satisfied nor Waived?
- Do any open documents block all packaging?
- Do any open documents block packaging for a particular fund(s)?

Tasks Tab: (Review configured tasks and their restrictions)
- Does the student have any outstanding tasks that block packaging for all funds?
- Does the student have any outstanding tasks that block packaging for specific funds?
- Does the student have an outstanding Program Change?

ISIR Tab:
- Does the student have an active ISIR for the current award year?
- Does the ISIR have an EFC, or has it been rejected by CPS?
- Are there any C-codes on the ISIR that should be resolved (see document tab)?
- Under 'Student Information', does the student have an acceptable high school diploma or equivalent?
- For COA elements associated with housing status, is the housing status correct?
- For COA elements associated with state of residency, is the state correct?
- If changes were made to the Active ISIR, has the option to use changes for packaging been selected?
- If ISIR changes were made and student is newly Pell eligible, is the new ISIR received and Active?

Student Details Tab:
- If not on ISIR, is the student's High School or Ability to Benefit (ATB) information populated correctly?
- Are any Institutionally Defined Data Fields correct?

When checking FM EFC for needs analysis, was the correct 'Loan Period' view used?
Does the student have an eligible SAP status?
For COA, are User Defined Fields correct (on Student Details Tab)?
For COA, is ISIR housing status correct?
For COA, has the 'COA Freeze Date' passed?

History Tab:
- Has the PELL LEU reached 600%?
- Is the student near/at aggregate loan limits?
- Is there an NSLDS Alert?

Process Log:
- If expected changes don't appear, check the Process Log to ensure your RNA (packaging) process completed successfully.

Review Activity Tab:
- Determine when an undesired change took place by filtering Activity Type or Description.
- Note the date of the change.
- Note the source of the change: system action or staff action?
- Does the activity correspond to a specific process in the Process Log?