Building a Financial Aid Term



  1. Begin by navigating to the FA Term page.


    Click the Financial Aid link.

    Step 1
  2. Click the Maintain Student FA Term link.

    Step 2
  3. Enter the desired information into the ID field. Enter

     a valid value

    Step 3
  4. Click in the Aid Year field.

    Step 4
  5. Enter the desired information into the Aid Year field. Enter

     a valid value

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the FA Term page to view a student's term information or to build a term for a student.

    Step 7
  8. If you are building a term manually, enter the term value in the Term field. Otherwise, the Financial Aid Term build process updates this field. The build process only builds terms that are defined for the given aid year.


    The process links the term to the aid year as indicated in the setup tables for Valid Careers for Aid Year and Valid Terms for Career.

    Step 8
  9. When you click the Build button, the system builds a term for the student using the system rules established on the FA Term Setup page. The system builds a term only if Student Records contains data for the student, unless you have selected the Projections check box.


    If you check the Projections check box, the build process uses projected enrollment data. If one or more of the audited fields have changed, a new effective-dated row is automatically inserted.

    Step 9
  10. Click the Build button to build a term for a student.


    Click the Build button.

    Step 10

You have successfully built a financial aid term for a student.

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