ISIR Import
Preparation
Complete New Year Setup
To import ISIRs for a new award year, the year must be available in your PowerFAIDS tenant.
- Navigate to System Administration > Tools > New Year Setup.
- Select the plus sign (+) icon at the top of the middle navigation menu to start setting up a new award year.
- Follow the steps of each task listed and then finalize the process.
For more information on completing the New Year Setup process, see New Year Setup.
Set Communication Preferences
Before importing any files for a new award year, ensure that the requirement you’d like added to a student record or marked as received when it is imported is associated with the import file type. You can do this as part of New Year Setup or:
- Navigate to System Administration > Communications > Preferences.
- Select the award year you want to review.
- For each import file type listed, associate the appropriate requirement.
For more information, see Communication Preferences.
Configure ISIR Global Posting Options
Review the default posting options for ISIR import for the Award Year prior to the first import. You can do this as part of New Year Setup or:
- Navigate to Import/Export > ISIR > Import.
- Select the award year you want to review.
- Select Global Posting Options.
- For each data point, review the setting and adjust as needed. Save any changes.
For more information on each of the settings, see ISIR Import Global Posting Options.
Import ISIRs
This process is used to import Institutional Student Information Record (ISIR) files from the Federal Processing System (FPS).
- Download the ISIR files from FPS using EdConnect.
- In PowerFAIDS, navigate to Import/Export > ISIR > Import, select Import ISIRs, and upload and import the ISIR files(s).
- Review the import results report.
Upon import, the data from the ISIR can be found in the ISIR Import Dashboard. You can post ISIRs directly from the dashboard if you did not choose to post them during the import process.
Once the data from ISIR is posted, it can be found in the ISIR pages of the student record if the corresponding record existed or was created by the import process. In addition, if the relationship between ISIR and requirement is made on the Communications Preferences page, the requirement specified for the ISIR will be added to the Student Record > Communications > Requirements page with a status of either Received or Incomplete based on the posting options you selected on import and the status of the ISIR.
Best Practices
- Set the global posting options to the values you use most often when importing ISIRs. You can always change them in the import flow, but setting the most used in advance saves you time later.
- Review the results report for any import process.