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.

Note: Since entrance counseling for a Graduate PLUS loan satisfies the federal requirements for both Subsidized/Unsubsidized loan counseling and PLUS loan counseling, the requirements associated with both Subsidized/Unsubsidized/PLUS Entrance Counseling and Subsidized/Unsubsidized Entrance Counseling are updated when a Counseling Acknowledgment file associated with a Graduate PLUS loan is received.

To set up requirement tracking, complete the following steps:

  1. Select System Administration in the top navigation bar to open the System Administration menu along the left side of the page.
  2. Expand the Communications options in the left navigation menu and select Preferences.
  3. Select the Requirement Tracking tab.
  1. For each file type listed, select the corresponding requirement from the list.
  2. 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.

  3. Select Save.

    A success message is displayed in the lower left portion of the page letting you know the requirement tracking preferences have been saved.