Please use the onboarding checklist to ensure that the School Admin User has reviewed/updated/edited the school settings in StudentForms and has completed the onboarding process. The checklist has information on settings that may be adjusted by the financial aid office admin users in StudentForms.


School Onboarding Checklist

 

Platform Manager Employee Management

☐      School Users Added

Instructions for Adding School Users

 

Platform Manager Platform Settings

☐      Require Student ID

☐      Password Settings

☐      User Session Settings

(Logout Redirect URL – If SSO, school will need a Logout Redirect URL that completely logs student out or portal, to prevent access to StudentForms if student does not log out of school portal completely.)

☐      Two-Step Authentication Settings

 

Instructions for Platform Settings Tile

 

Admin Menu Basic Settings

☐      Student Email Domain

☐      Student ID settings

☐      Transactions settings

Instructions for Basic Configuration Tile

 

Platform Communications

☐      Review/Update Notifications/Alerts 

☐      Review/Update Communications Settings Section

☐     If school would like the email to appear is being sent from school, the school will need to update the email from address and their DNS record.

☐      Review/Update Reminder Notification Settings

☐     If the school chooses to use the Task Reminder emails/sms the school must identify frequency and duration of reminders.

☐      Review/Update Notifications

☐      Email Templates Reviewed/Edited (only appears if Notifications are on)

☐      SMS Templates Reviewed/Edited (only appears if Enable SMS is on)

Instructions for Communications Tile

 

Documents

☐      Management Section

☐      Citizenship Documents 

☐      Lifetime Documents Section (only appears if Allow Lifetime Documents is on)

Instructions for Documents Tile

 

Appeals

☐      Appeals Section (Enable SAP, PJ and Display Status to Student)

☐      SAP Appeals Settings 

☐      PJ Appeals Settings

☐      PJ Dependency Override Appeals Settings

☐      PJ EFC Recalculation Appeals Settings

 

Instructions for Appeals Tile

 

Award Year Dates

☐      School may adjust award year processing dates

Instructions for Award Year Dates Tile

 

Student Requests

☐      School may make appeals and other documents student requests

Instructions for Student Requests Tile

 

Hands On Practice

☐      Hands On Practice Completed

Instructions for Hands on Practice

 

Midyear Onboarding (for schools onboarding in the middle of processing for an award year)

☐      Midyear Onboarding File Created

Information on Midyear Onboarding process

Instructions for Midyear Onboarding File

 

ISIR Import

☐      YTD ISIR file Requested

Instructions for YTD ISIR Request

 

SPF/DNS Record

☐      SPF/DNS Record Updated by School

This helps prevent emails from StudentForms from getting blocked by email providers.

 

Instructions for Updating SPF/DNS Record

 

Training

☐      Completed Webinar Training Sessions

 

Go Live

☐      Notified Students to log into StudentForms


Please note: This is for the school admin users to update information in admin-school settings except for the integration tile.  Schools with integrations using CL Connect have additional configurations that need to be completed. Please see CL Connect - Integration Checklist for CL Connect integrations.