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Administrator Guide
Last Updated: 2024-09-20
Evaluate ISIR Action Items

Evaluate ISIR Action Items

  • Configure a step delay on the
    Federal Verification Event
     and
    ISIR Action Items Event
    business processes. See Maintain Step Delay.
  • Security:
    Set Up: ISIR Action Item Evaluation Job Schedule
     domain in the Financial Aid functional area.
To evaluate ISIR action items, you must create a new custom report to progress past the configured delay step.
  1. Access the
    Copy Standard Report to Custom Report
    task.
  2. Select the
    Run Student Financial Aid Processes by Period
     report.
  3. Name the custom report.
  4. On the
    Advanced
     tab, add the
    Evaluate ISIR Action Items
     mass action.
  5. Access the custom report.
  6. Select the students to evaluate.
  7. Click
    Evaluate ISIR Action Items
    .
    This option might appear in the
    More
     menu.
The task evaluates the student against the business processes and assigns any action items based on the conditions. For any subsequent ISIR loads, Workday automatically progresses the student past the delay step.