Introduction

StudentForms has a wide variety of roles to cover all of the functionality contained the application. This guide gives an overall view of each role, followed by a detailed map of each permission a role has broken up by categories. 



StudentForms Roles

  • Admin - superuser role with the ability to work files for each transaction type, view reports, and has additional administrator privileges
  • School FAO - standard FAO role able to work files for the Verification transaction and view reports
  • Document Reviewer - user role access to review Verification documents for the purpose of accepting or sending back to the student
  • Help Desk - help desk role has read-only access to Verification and appeals transactions in order to assist students. They also have limited account management access for students
  • School SAP User - user role has access to request, view, and decide on SAP outcomes
  • School PJ User - user role has access to request, view, and decide on PJ outcomes
  • Generic Transaction Admin - user role to request, view, and review documentation in the generic "Other Documents" transaction
  • Generic Transaction Help Desk - help desk role to view documentation in the generic "Other Documents" transaction
  • School Custom Transaction User - user role has access to request, view, and decide on custom appeal outcomes
  • School Admin (Limited) - Similar access to Admin user, limited access to school settings.



StudentForms Role Breakdown

The following is a breakdown of user roles.


User Role Review
 Admin
School FAO
School Help Desk
School SAP User
School PJ User
Document Reviewer
Generic Transaction Admin
Generic Transaction Help Desk
School Custom Transaction User
School Admin (Limited)
Admin Menu - School Settings

Basic Configuration
X















X
Event Notifications
X

















Communications
X

















X
Documents
X
















X
Integration
X

















Appeals
X
















X
Student Requests
X
















X
AwardYear Dates
X
















X
Admin Menu - ISIR Imports

Import ISIRs
X
















X
Valid ISIRs drill down / Export to CSV Actionable ISIR Report
X
















X
School Actionable ISIRs drill down / Export to CSV duplicate ISIR Report
X
















X
Invalid ISIRs drill down / Export to CSV valid ISIR Report
X
















X
Duplicate ISIRs drill down / Export to CSV invalid ISIR report
X
















X
Missing Info drill down / Export to CSV missing info report
X
















X
Import ISIRs button / Export to CSV ISIR file report
X
















X
Admin Menu - ISIR Corrections

Create ISIR correction batch
X
















X
Download ISIR correction batch
X
















X
Remove ISIRs from queue manually
X
















X
View queued ISIR corrections
X
















X
Admin Menu - Other Options

IP Login Reports
X
















X
View IP address reporting
X







X
Export IP address reporting
X







X
Expire Transactions (used primarily after award year has ended)
X
















X
Bulk Action Requests (Examples: SAP, Manual Verification, etc)
X
















X
Reports

Report Transaction Aging
X
X














X
Report Transaction Status Aging
X
X














X
Report Transaction Activity
X
















X
Export ID Verification Results Report
X
X














X
Export Unresolved ID Verification Report
X
















X
Export FAO Activity Report
X
















X
Export Deleted Student Documents Report
X
















X
Export Student ISIRs Report
X
X














X
Export Outstanding Student Documents Report
X
X














X
Export Outstanding Student Tasks Report
X
X














X
Export Appeals Report
X
















X
Export verification Group Change Report
X
X














X
Export User Account Creation Report
X
X














X
Privacy Policy Opt-Out ReportX








X
Export Cal ISIR Corrections Report
X
X














X
Export Cal Student Transactions Report
X

















Export 400/401 Status Report
X
















X
Student Account Tab

View Profile Settings
X
X
X
X
X


X
X
X
X
View transaction deactivated status
X
X
X
X
X


X
X
X
X
View Account Activity
X
X
X
X
X


X
X
X
X
Edit Account Status
X
X
X
X
X


X
X
X
X
View Student Parents
X
X
X
X
X


X
X
X
X
View Account Status
X
X
X
X
X


X
X
X
X
View Parent Settings
X
X
X
X
X


X


X
X
Deactivate/Activate button
X
X
X
X
X


X
X
X
X
Edit Parent User
X
X
X
X
X


X


X
X
Force Re-Registration
X
X
X
X
X

X
X
X
X
Workflow



Document Retrieval Queue
X
X














X
Document Review Queue
X
X
X




X






X
File Review Queue
X
X
X












X
Appeals Review - PJ
X
X

X



X








X
Appeals Review - SAP
X
X

X
X










X
Appeals Review - Custom
















X
X
Other Documents












X





Student Verification

Delete Documents
X
















X
ISIR PDF
X
X














X
Compare ISIRs
X
X














X
ISIR ID
X
X














X
Student Tasks

View Webform
X
X
X












X
View Tasks
X
X
X












X
Upload Buttons
X
X














X
Edit Tasks
X
X














X
Student File Review

Create Transaction
X
X














X
Admin Override
X
















X
Select for Verification
X
X














X
Pend
X
X














X
Waive Steps
X
X














X
Request Additional Information
X
X














X
Waive Tasks
X
X














X
Complete
X
X














X
Student Document Review

Reject
X
X






X





X
View Document Review
X
X






X






X
Complete
X
X






X






X
Lock Document
X
X






X






X
Pend
X
X






X






X
Edit Document Review Fields
X
X






X






X
Student - Smart File Review

View Smart File Review
X
X
X












X
Edit Field Status
X
X














X
Student - Full File Review

View Full File Review
X
X
X












X
Edit Field Values
X
X














X
PJ Dependency Override

PJ Dependency Override Edit Tasks
X






X








X
Override PJ Dependency Override
X
















X
View PJ Dependency Override Contents of Documents
X
X
X


X








X
PJ Dependency Override Edit Field Values
X






X








X
View PJ Dependency Override Outcome Comments
X
X




X








X
View PJ Dependency Override Tasks
X
X
X


X








X
Complete PJ Dependency Override Review
X






X








X
Select for PJ Dependency Override
X






X








X
View PJ Dependency Override Appeals
X
X
X


X








X
View PJ Dependency Override List of Documents
X
X
X


X








X
Request Additional Information for PJ Dependency Override
X






X








X
PJ Dependency Override File Review
X






X








X
PJ EFC

View PJ EFC Recalculation Outcome Comments
X
X




X








X
View PJ EFC Recalculations Appeals
X
X
X


X








X
View PJ EFC Recalculation List of Documents
X
X
X


X








X
View PJ EFC Recalculation Tasks
X
X
X


X








X
View PJ EFC Recalculation Contents of Documents
X
X
X


X








X
PJ EFC Recalculation Edit Field Values
X






X








X
Complete PJ EFC Recalculation Review
X






X








X
Request Additional Information for PJ EFC Recalculation
X






X








X
PJ EFC Recalculation File Review
X






X








X
Select for PJ EFC Recalculation
X






X








X
Override PJ EFC Recalculation
X
















X
PJ EFC Recalculation Edit Tasks
X






X








X
SAP

Get Next Appeal
X




X










X
SAP Tasks
X
X
X
X










X
Override SAP
X
















X
Complete SAP Review
X




X










X
View SAP Outcome Comments
X
X


X










X
View SAP List of Documents
X
X
X
X










X
Appeal Review Queue
X
X

X
X










X
Request Additional Information SAP
X




X










X
SAP Edit Tasks
X




X










X
Review SAP
X
X
X
X










X
Select for SAP
X




X










X
Custom Appeal

View Custom Appeal List of Documents
X
X












X
X
Custom Appeal Tasks
X
X












X
X
View Custom Appeal Contents of Documents
X
X












X
X
Request Additional Information for Custom Appeal
X














X
X
View Custom Appeal Outcome Comments
X
X












X
X
Custom Appeal Edit Tasks
X














X
X
View Custom Appeal
X
X












X
X
Select for Custom Appeal
X














X
X
Complete Custom Appeal Review
X














X
X
Review Custom Appeal
X














X
X
Override Custom Appeal
X














X
X
Custom Appeal File Review
X














X
X
Custom Appeal Edit Field Values
X














X
X
Generic Transaction

Request Generic Additional Information












X





View All Generic List of Documents












X
X



Get Next Generic Document












X





Waive Generic Tasks












X





Generic Document Review Queue












X
X



Request Generic Document Transaction












X





View Generic Tasks












X
X



Reject Generic Task












X





Accept Generic Task












X