Workflow

File Review Workflow
Jump To:  File Review Workflow - View Completed Reviews Introduction The File Review tile on the Workflow page allows reviewers to retrieve verification ...
Mon, 2 May, 2022 at 1:58 PM
Document Review Workflow
Introduction The Document Review workflow queue allow provide a workflow for institutions who wish to perform a front line review of submitted documents pr...
Mon, 2 May, 2022 at 2:10 PM
Subsequent ISIR Workflow
Introduction Unexpected changes are any updates to data fields that differ from the “verified” ISIR values. Historically if an unexpected change has been f...
Mon, 2 May, 2022 at 2:22 PM
Document Retrieval Workflow
The admin user and FAO user have access to download all of the documents that have been submitted for student accounts in StudentForms for completed or deac...
Mon, 2 May, 2022 at 2:26 PM
School User - Transaction Page Overview
Introduction In StudentForms the student's transaction page is where a school user may view the tasks a student is required to complete, complete d...
Fri, 29 Apr, 2022 at 11:27 PM
School User - Document Review
Introduction In StudentForms after a student has completed a task and submitted the task for review, any documents uploaded into StudentForms are ready to ...
Fri, 29 Apr, 2022 at 11:28 PM
Request Additional Documentation
Introduction StudentForms allows school users to request additional documentation as needed from the student. A majority of the global document requests in...
Fri, 29 Apr, 2022 at 11:28 PM
School User - Completing Review
Introduction In StudentForms transactions that require review to complete the transaction and move the transaction status to verified are the Verification ...
Fri, 29 Apr, 2022 at 11:28 PM
Professional Judgment Overview
Introduction StudentForms supports two types of appeals for Professional Judgment (PJ), these appeals may be added through manual request, through bulk ac...
Fri, 29 Apr, 2022 at 11:28 PM
Appeals - Appeals Overview
Introduction StudentForms offers a variety of appeal transaction types that a school user may request a student to complete by either individually requesti...
Fri, 29 Apr, 2022 at 11:28 PM