FA-ISIR (Institutional Student Info Record) Correction File

45%

Status

On Hold [On Hold]

45% complete, updated on Mon 4/3/23 8:32 AM by Yee Vang

Changed Status from In Process to On Hold.
Changed Health from Green - On track to On Hold.
Changed On Hold Until from Nothing to Sat 7/1/23.
Upcoming Tasks:

Start technical requirements documentation

Details

Dates
Mon 1/2/23 - Fri 6/30/23

Acct/Dept

SA - Student Affairs

Service

Project Request / New Project Request

Type

Project / Annual Project Call

Health

On Hold

On Hold Until

Sat 7/1/23

Portfolio(s)

2022-2023 Divisional Project Portfolio (Nadya Lucas)
2022-2023 University Strategic Project Portfolio (Nadya Lucas)

Created

Mon 9/12/22 12:17 PM

Modified

Mon 4/3/23 8:32 AM

Link to Strategic Planning and Mandates

This will link the project to the University strategy it supports. If it is not a strategic project, don't select any.

Student Success Imperative

Problem / Opportunity

Briefly summarize the problem or opportunity you propose to address. Write this in terms of the organizational problem being addressed, not in terms of the solution needed.

The Financial Aid Office utilizes OnBase Imaging & Workflow to perform verification for selected students each award year. Currently, there is DIP file that transmits from CMS to OnBase to bring in ISIR fields and update the OnBase form VSE. Staff then manually review the documents and update required fields to determine if the data reported on ISIR and submitted forms matches or not. Next, any changes to ISIR must then be manually entered for file to go back out to CPS for a valid ISIR. This is additional manual data entry for staff and risk of error.
Enhance DIP file from OnBase to CMS to include ISIR correction data. Load this data into correct CMS page and set the flag to send ISIR corrections.

Goals & Objectives

Objectives are specific, measurable, and timed outcomes of the project that are stated in terms of the problem solutions or opportunities users will experience.

• Implement new technology that will help to alleviate student traffic coming into one-stop student service center due to the backlog that is initially caused due to the volume of VSE’s that need review and resources available to review them expeditiously.
• Mapping out the VSE form to align with the ISIR data fields that require review and updates to ensure “line” aligns in the DIP file. Determine/Identify quality control measures/reports needed for the new process
• Ensure student financial aid files are moving through the process in a timely and efficient manner.

Area Lead

The person in your area who will help lead the following: document requirements, bring in appropriate resources (e.g., faculty, students, staff, etc.), and oversee tasks, testing, and training.

Pawan Wallace

Functional Teams and Other Resources

Please do your best to define personnel needed for your project, as well as your best estimate of the number of hours needed from those project team members.

We will need staff from FA operations and Systems along with IRT CMS and OnBase IRT team.

Risks and Dependencies

Identify any factors that can affect the outcome of the project including major dependencies on other events or actions. These factors can affect deliverables, success, and completion of the project.

IRT Resources for both the CMS and OnBase Teams

Executive Sponsor

Each project must have an executive sponsor (VP / Cabinet level executive).

Ed Mills

Description

Currently FA office completes the verification review process for 8,500+ per academic year Enhancing the DIP file process to run two ways, CMS to OnBase AND OnBase to CMS will streamline the verification process. It will further save an average of 200+ hours per staff that are spent on reviewing and completing the verification process. The time gained per staff will allow us to utilize the resources to serve our students with a more individualized approach. It will increase efficiency leading to faster review turn around time for students to receive their financial aid awards.

Manager

Yee Vang

Sponsor