Introduction

Institutions have the ability to manage the operational and viewability dates of each workflow type within a given award year. This controls when individual workflows can have action taken within as well as how long they will be visible to students and institutional users.


Users with the Admin role can manage appeal transactions under Settings > Workflow Dates. 



Types of Dates

The Workflow Dates help manage individual access time for each default StudentForms workflows, as well as any institutional custom workflows.


By default, operational start and end dates reflect the FAFSA award year availability by default (October 1, 20xx - September 30, 20xx). Most workflows can have their operational and visibility dates adjusted.

  • Please Note: The Start Date cannot be adjusted to begin ahead of the default start date and the Operational End Date cannot be adjusted to finish after the default end date for the following workflows: Verification, Dependency Override, and Estimated Family Contribution Appeals. These dates can only be adjusted to be between the FAFSA award year availability dates. 


The four categories for dates are:

  • Start Date: Manages the operational beginning of the year for processing a workflow. The following highlights become available once the Start Date has been met:
    • Tasks being created from imported ISIRs for the award year
    • Ability to manually and bulk request transactions/documents (all workflows)
    • Ability to generate ISIR corrections
    • ISIR visibility
    • Ability for students to manually request workflows/documents (if enabled)
  • Operational End: Manages the final processing of the year for processing a workflow. The follow highlights are no longer available once the Operational End date has been met:
    • Tasks are no longer created from imported ISIRs for the award year
    • Workflows/documents are no longer available to manually or bulk request
    • ISIR correction can no longer be generated for the award year
    • Students may no longer request transaction/documents for the award year
  • School Visibility End: Manages when workflows/documents may be hidden from institutional users. The following areas are impacted when the School Visibility End date is met:
    • The Workflow page no longer displays/counts student transactions
    • Data exports no longer count student transactions 
  • Student Visibility End: Manages when workflow/documents may be hidden from students. The following areas are impacted when the Student Visibility End date is met:
    • Hides any action cards related to transaction from the Needs Action page


Even when the operational end dates and display dates have passed, workflows that are still in your workflow queue continue to be available. To remove them from the workflow tool, you need to expire the transactions.



Manage Workflow Dates

An institution is able to adjust workflow operational dates individually. All dates default to the award year's FAFSA availability date (typically October 1, 20xx - September 30, 20xx).


  • navigate to Settings > Award Year Dates


The Award Year Dates page is separated by award years. Each award year displays all available default and custom workflows along with their operational and visibility dates.


  • click the Edit (pencil) icon to edit an individual workflow's dates


  • edit the operational/visibility dates as needed
    • Note: All dates can only be adjusted to be between the FAFSA award year availability dates (default dates given)