Communication Preferences
Communication preferences allow you to adjust settings related to your communications with students to better reflect your institutional procedures and protocols.
Requirement Tracking
The Requirement Tracking tab allows you to link file types to award year-specific requirements so that an associated file received from a student in the appropriate award year will automatically add the selected requirement to that student. The requirement is typically set to a status of Received unless otherwise impacted by specific process settings, such as the ISIR setting to update the status to Incomplete for rejected transactions.
To set up requirement tracking, complete the following steps:
- Navigate to Requirement Tracking within System Administration.
- Select System Administration in the top navigation bar to open the System Administration menu along the left side of the page.
- Expand the Communications options in the left navigation menu and select Preferences.
- Select the Requirement Tracking tab.
Select the award year and link each file type to the corresponding requirement.
- For each file type listed, select the corresponding requirement from the list.
- To remove an association, simply select the topmost blank option from the list to clear out the current selection.
Caution: Removing or updating a requirement association will not remove or update existing requirements added by this setting, it will only apply to new files received moving forward.
- Select Save.
A success message is displayed in the upper right portion of the page letting you know the requirement tracking preferences have been saved.