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Administrator Guide
Last Updated: 2025-03-14
Steps: Set Up Financial Aid Action Items

Steps: Set Up Financial Aid Action Items

You can configure financial aid action items to ensure that students complete tasks required to process their financial aid. You can define and assign financial aid action items for:
  • Federal verification documents
  • Institutional documents
  • Award item documents
  1. Configure the
    Financial Aid Action Item Event
     business process and security policy in the Financial Aid functional area.
  3. For financial aid action items, configure these business processes and their security policies in the Financial Aid functional area:
    • Ad-hoc Action Items Event
    • Complete Action Items Event
    • Federal Verification Event
    • ISIR Action Items Event
    • Non-ISIR Ad-Hoc Action Items Event
    • Professional Judgment Event
    For the
    Complete Action Items Event
     business process security policy, in the
    Who Can Do Actions on Entire Business Process
     section, configure security for the
    Manual Advance
     action.
  5. (Optional) Add steps to associate a hold with financial aid action items. From the related actions menu of each business process listed in Step 3, select
    Business Process
    Edit Definition
    .
    1. In the
      Business Process Steps
       grid, add these rows:
      Order
      Type
      Specify
      Group
      b
      Service
      Apply Student Hold
      c
      Action
      Evaluate and Complete Financial Aid Action Items
      Select the security group for this business process.
      d
      Service
      Remove Hold
    2. On the
      Apply Student Hold
       step, select
      Configure Apply Student Hold
      .
    3. Select a
      Hold Reason
       or create a new one.
    4. Add and configure hold types.
      To ensure that Workday applies holds successfully, add all the hold types that display on your selected
      Hold Reason
      .
    5. On the
      Remove Student Hold
       step, select
      Configure Remove Student Hold
      .
    6. From the
      Apply Student Hold Service Step
       prompt, select your
      Apply Student Hold
       step.
    1. From the related actions menu of the
      Complete Action Items Event
       business process, select
      Business Process
      Rule Based Business Process Configuration
      .
    2. Select your condition rule from the
      Rule
       prompt or create a new one.
    3. In the
      Rule Conditions
       grid, add these rows:
      And/Or
      Source External Field or Condition Rule
      Relational Operation
      Comparison Type
      Comparison Value
      Or
      Is Part of Non-ISIR Student Aid Verification Event
      equal to
      Value specified in this filter
      Select the check box.
      Or
      Is Part of Financial Aid Verification Event
      equal to
      Value specified in this filter
      Select the check box.
      Or
      Is Part of Student Award
      equal to
      Value specified in this filter
      Select the check box.