Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-01-26
Upload Financial Aid Documents Manually

Upload Financial Aid Documents Manually

  • Configure the
    Manual Advance
     section of the
    Complete Action Item Event
     business process and security policy in the Action Items and Hold functional area. See Edit Business Process Security Policies.
  • Security:
    Manage: Financial Aid Action Item Processing
     domain in the Financial Aid functional area.
You can manually verify and upload documents on behalf of students. Example: A student mails a requested document to the school instead of submitting it from My Tasks. For action items, Workday recommends that you use the
Admin Upload
 related action instead of manually advancing them.
  1. On the student profile, access the
    Action Items and Holds
     report.
  2. From the related actions menu for an action item, select
    Action Item
    Admin Upload
    .
  3. In the
    Attachment
     section, add the financial aid files you want to upload for the student.