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Administrator Guide
Last Updated: 2024-05-17
Example: Configure ISIR Action Items

Example: Configure ISIR Action Items

This example illustrates 1 way to configure ISIR action items. You can copy and modify this definition for the next award year.
You're a Workday financial aid administrator at a university. You want to configure the
ISIR Action Items Event
 business process to specify the financial aid and nonfederal verification action items assigned to students. When you configure the business process, students can submit proof of:
  • Eligible noncitizen status
  • Eligible veteran status (DD214)
  • Federal loan in default
  • U.S. citizenship
  1. From the related actions menu of the
    ISIR Action Items Event (Default Definition)
     business process, select
    Business Process
    Copy or Link Business Process Definition
    .
    1. Select
      Rule Based Workflow Definition Name
      .
    2. Enter
      2024-2025
      .
    3. Click
      OK
      .
    4. In the
      Business Process Steps
       grid, ensure you have business process steps with these values:
      Order
      Notes
      Type
      Specify
      Group
      b
      Service
      Setup Student Hold
      c
      Federal Loan in Default
      Action
      Complete Action Item
      c
      Proof of Eligible Veteran Status (DD214)
      Action
      Complete Action Item
      c
      Proof of Eligible Non-Citizen Status
      Action
      Complete Action Item
      c
      Proof of U.S. Citizenship
      Action
      Complete Action Item
      d
      Action
      Evaluate and Complete Financial Aid Action Items
      Student Administrator
      Student Financial Aid Administrator
      Student Financial Aid Analyst
      Student Financial Aid Awards Specialist
      Student Financial Aid Disbursement Specialist
      Student Financial Aid Manager
      Student Financial Aid Packaging Specialist
    5. Click
      OK
      .
  2. From the related actions menu of the
    Initiation
     step, select
    Business Process
    Create Condition Rule
    .
    1. In the
      Description
       field, enter
      Student in Default
      .
    2. In the
      Rule Conditions
       grid, select these values:
      Option
      Value
      And/Or
      And
      Source External Field or Condition Rule
      NSLDS Postscreening Reason Code
      Relational Operator
      any in the selection list
      Comparison Type
      Value specified in this filter
      Comparison Value
      Default added
    3. Click
      OK
      .
  3. Access the
    ISIR Action Items Event (2024-2025)
     business process.
    1. From the related actions menu for the
      Proof of U.S. Citizenship
       step, select
      Business Process
      Create Condition Rule
      .
    2. In the
      Description
       field, enter
      Proof of U.S. Citizenship Required
      .
    3. In the
      Rule Conditions
       grid, add rows and select these values:
      And/Or
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      And
      SSA Citizenship Flag
      not in the selection list
      Value specified in this filter
      Alien, student restricted, work authorized
      Conditionally legalized alien
      Domestic born
      Foreign
      Legal alien, eligible to work
      Legal alien, not eligible to work
      Other
      U.S. citizen
      And
      SSN Match Flag
      not in the selection list
      Value specified in this filter
      SSN, name, and DOB match
      SSN, name, DOB match with date of death
      SSN and name match, no match on DOB
      SSN match, no match on name
    4. Click
      OK
      .
  4. Access the
    ISIR Action Items Event (2024-2025)
     business process.
    1. From the related actions menu of the
      Proof of Eligible Non-Citizen Status
       step, select
      Business Process
      Create Condition Rule
      .
    2. In the
      Description
       field, enter
      Proof of Eligible Non-Citizen Status Required
      .
    3. In the
      Rule Conditions
       grid, add rows and select these values:
      And/Or
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      And
      DHS Match Flag
      in the selection list
      Value specified in this filter
      Not Confirmed Eligible Noncitizen
      And
      Secondary DHS Match Flag
      in the selection list
      Value specified in this filter
      Confirmed Eligible Noncitizen
    4. Click
      OK
      .
  5. Access the
    ISIR Action Items Event (2024-2025)
     business process.
    1. From the related actions menu of the
      Proof of Eligible Veteran Status (DD214)
       step, select
      Business Process
      Create Condition Rule
      .
    2. In the
      Description
       field, enter
      Student Veteran Under 24
      .
    3. In the
      Rule Conditions
       grid, add rows and select these values:
      And/Or
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      And
      Veteran of U.S. Armed Forces
      in the selection list
      Value specified in this filter
      Yes
      And
      Born Before 01-01-YYYY?
      in the selection list
      Value specified in this filter
      Blank
      Don't Know
      No
    4. Click
      OK
      .
  6. Access the
    ISIR Action Items Event (2024-2025)
     business process.
    1. From the related actions menu of the
      Proof of Eligible Veteran Status (DD214)
       step, select
      Business Process
      Create Condition Rule
      .
    2. In the
      Description
       field, enter
      Veteran Status Not Confirmed
      .
    3. In the
      Rule Conditions
       grid, select these values:
      Option
      Value
      And/Or
      And
      Source External Field or Condition Rule
      VA Match Flag
      Relational Operator
      not in the selection list
      Comparison Type
      Value specified in this filter
      Comparison Value
      Veteran status confirmed
    4. Click
      OK
      .
  7. Access the
    ISIR Action Items Event (2024-2025)
     business process.
    1. On step
      b
      , click
      Configure Setup Student Hold
      .
    2. Click
      OK
      .
    3. From the
      Hold Types
       prompt, select
      Disbursement
       and
      Need Packaging
      .
    4. Click
      OK
       and
      Done
      .
  8. On the
    Federal Loan in Default
     step, click
    Configure Complete Action Item
    .
    1. Click
      OK
      .
    2. From the
      Financial Aid Action Item
       prompt, select
      Federal Loan in Default
      .
    3. Click
      OK
       and
      Done
      .
    4. From the related actions menu for the
      Federal Loan in Default
       step, select
      Business Process > Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add a row to the
      Entry Conditions
       grid, and select
      Student in Default
      .
    7. Click
      OK
      .
  9. On the
    Proof of Eligible Veteran Status (DD214)
     step, click
    Configure Complete Action Item
    .
    1. Click
      OK
      .
    2. From the
      Financial Aid Action Item
       prompt, select
      DD214
      .
    3. Click
      OK
       and
      Done
      .
    4. From the related actions menu for the
      Proof of Eligible Veteran Status (DD214)
       step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add 2 rows to the
      Entry Conditions
       grid, and select
      Student Veteran Under 24
       and
      Veteran Status Not Confirmed
      .
    7. Click
      OK
      .
  10. On the
    Proof of Eligible Non-Citizen Status
     step, click
    Configure Complete Action Item
    1. Click
      OK
      .
    2. From the
      Financial Aid Action Item
       prompt, select
      Proof of Eligible Non-Citizen Status
      .
    3. Click
      OK
       and
      Done
      .
    4. From the related actions menu for the
      Proof of Eligible Non-Citizen Status
       step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add a row to the
      Entry Conditions
       grid, and select
      Proof of Eligible Non-Citizen Status Required
      .
    7. Click
      OK
      .
  11. On the
    Proof of U.S. Citizenship
     step, click
    Configure Complete Action Item
    .
    1. Click
      OK
      .
    2. From the
      Financial Aid Action Item
       prompt, select
      Proof of U.S. Citizenship
      .
    3. Click
      OK
       and
      Done
      .
    4. From the related actions menu for the
      Proof of U.S. Citizenship
       step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add a row to the
      Entry Conditions
       grid, and select
      Proof of U.S. Citizenship Required
      .
    7. Click
      OK
      .
  12. From the related actions menu of the
    ISIR Action Items Event (2024-2025)
     business process, select
    Business Process
    Rule Based Business Process Configuration
    .
    1. Click
      OK
      .
    2. Add a row to the grid.
    3. From the
      Rule
       prompt, select
      2024-2025 Award Year
      .
    4. From the
      Rule Based Workflow Definition
       prompt, select
      ISIR Action Items Event (2024-2025)
      .
    5. Click
      OK
       and
      Done
      .
  13. Access the
    Complete Action Item Event (Financial Aid)
     business process.
    1. From the related actions menu of the
      Complete Action Item in BP
       step, select
      Business Process
      Create Condition Rule
      .
    2. In the
      Description
       field, enter
      Financial Aid Award or ISIR Action Items
      .
    3. In the
      Rule Conditions
       grid, add rows and enter these values:
      And/Or
      Source External Field or Condition Rule
      Relational Operator
      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.
    4. Click
      OK
      .
  14. Access the
    Complete Action Items Event
     business process.
    1. From the related actions menu, select
      Business Process
      Rule Based Business Process Configuration
      .
    2. Click
      OK
      .
    3. Add a row to the grid.
    4. From the
      Rule
       prompt, select
      Financial Aid Award or ISIR Action Items
      .
    5. From the
      Rule Based Workflow Definition
       prompt, select
      Complete Action Item Event (Financial Aid)
      .
    6. Click
      OK
       and
      Done
      .