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Administrator Guide
Last Updated: 2023-06-23
Review Pending ISIR Transactions

Review Pending ISIR Transactions

Security:
Manage: ISIR - USA
 domain in the Financial Aid functional area.
When a pending ISIR transaction for a student comes in to Workday, you can:
  • Compare the pending ISIR transaction against their active transaction.
  • Decide whether to replace the active transaction or inactivate the pending transaction.
Workday uses active ISIR transactions to assign action items, calculate cost of attendance, and package financial aid. A student can have only 1 active transaction for a financial aid award year, and only the primary program of the student's reporting record can have active transactions. Workday assigns any other ISIR transactions for the same award year and school code a
Pending Review
 status if they:
  • Have a lower transaction number.
  • Have a higher transaction number and:
    • Aren't a correction file.
    • Don't assign new action items.
    • The active transaction is locked.
    • The active transaction has created financial aid packages.
  1. Access the
    Review Pending ISIRs
     report.
  2. Click
    Review
     for a pending transaction.
  3. Activate
     or
    Inactivate
     the pending transaction.
If you activate a pending transaction, Workday:
  • Unlocks and inactivates the previously active transaction.
  • Assigns action items for the newly active transaction. Workday also autocompletes any previously completed action items so that students don't have to complete them again.
  • Recalculates cost of attendance and repackages financial aid for the student.