Troubleshooting Steps For Awarding

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

1. 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?

1. 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   • Has the student withdrawn from courses prior to attending them?
   • Has the student withdrawn from courses prior to disbursing (loans)?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)?

1. 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)?

1. 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?

1. Processing Queues: (Check the Conversion Process Guide for resolution)

• Is the student in the 'Conversion Process: Review' Queue?
• Is the student in the 'Imported Awards Review' Queue?

1. 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?

1. 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?

1. Awards Tab:

• 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?

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

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

1. 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?