Financial Aid Maintenance

The Financial Aid Maintenance window provides the following forms used to maintain students' financial aid records:

Status tab - Holds Financial Aid Status information including package status, budgeted cost of attendance, EFC data, etc. Common Origination and Disbursement (COD) Entrance Counseling, Master Promissory Note, Credit/PLUS Application Information, Informed Borrowing, and Award Usage Limits are also displayed here. It is crucial that the Status information be complete to use the automatic processes.

ISIR tab - The ISIR tab provides a location to store Institutional Student Information Records that include information on income, allowances, contributions, etc. This information can be entered manually or through the EDE ISIR import process. It’s important to accurately populate as many fields as possible, so that you can build informative financial aid reports. CAMS extracts much of the information found in the BYOR from this tab.

Awards tab - Awards are maintained on the Financial Awards tab. Awards imported through EDE or PowerFAIDS, and awards assigned through one of the automated processes are stored in this location. Awards can also be manually assigned from this tab. All of the information that is displayed during COD Import and Export for Loans, Awards, and Disbursements can be viewed here in an historical view.

Documents tab - Track documents (applications, financial records, etc.) needed by your department. To access the Documents tab, first select the appropriate academic year and financial aid year on the Financial Status tab, then click the Documents tab. For more detailed information on document tracking, please refer to the Document Tracking manual.

More tab - Provides links to view a student's academic progress, demographic, billing, and address information without having to exit the Financial Aid Student Maintenance window. You can also generate reports and emails from this tab. From the Financial Aid Student Maintenance window, click the More tab to view the following options:

Academic Progress - Displays Credit and Transcript completion rates. The Credit columns include all registered courses that have a Show on Transcript value of Yes, regardless of grade. The Transcript columns looks at only those graded courses that affect transcript attempted hours where Show on Transcript = Yes. View only.
Billing - Displays Term, Transdoc, Financial Aid (Yes or No), Debits, Credits, and Balance. View only.
Report - Allows you to generate the following reports specific to the active student: Award Letters, Award Ledger, and Academic Progress.
Address - Displays Home, Local, and Billing addresses. View only.
Email - Opens a blank email form using the active student's primary email address.
User Defined Fields - In addition to the data fields already available, CAMS provides these fields to capture other data about students. The labels to these fields are configured according to your institution within the CAMS Manager module.

Note: The More tab displays information important to Satisfactory Academic Progress (SAP).

Use the Automation Options to automate tasks that you would otherwise have to complete manually. Prior to applying automated options, the student's financial aid status must be accurately completed.