Known Issues

System-Wide: Login > “Missing required parameter” error

After entering your username and password and a correct multi-factor authentication (MFA) code, an error is received preventing access to the application.

• Use the browser Refresh option and attempt to login again.
• Select the Login as a different user option and attempt to login again.
• Set your browser to incognito or private browsing mode and attempt to login again.

System-Wide: Login > Forgot Username

When using the Forgot Username feature from the Sandbox Environment, the email is never sent.

Use the Forgot Username feature from your Production Environment; the credentials are the same across both.

System-Wide: Unique value fields

When attempting to change the case of a character in a field that requires a unique value, the change is not saved and an error is received.

Change the value to something different than just a case change and save. Then you can update to the correct value.

System-Wide: Tables > Export/Download option

When downloading the data from a table to CSV, the first letter of the value in the first cell is omitted.

N/A

Search: Advanced Search > Slow response to user input

Sometimes the system does not respond if you begin typing into the Field Alias field immediately after the Advanced Search window loads.

Wait until you can see the cursor in the field to begin typing.

Search: Advanced Search > 0 results

When running an advanced search, the list of students is not updated if the search returns 0 results.

Preview the advanced search before running it to ensure there will be results.

Search: Advanced Search > Certain ISIR fields not returning correct results

Also impacts: Selection Sets in System Administration

Posting Status (TransactionData.PostingStatus) and Database Results Flag (NSLDS.DatabaseResultsFlag) fields are not returning correct results in advanced searches and selection sets.

N/A

Search: Advanced Search > NSLDS Inform Create Date field not returning correct results

Also impacts: Selection Sets in System Administration

Inform Create Date (NSLDS.InformCreateDate) field is not returning correct results in advanced searches and selection sets.

N/A

Student module | General: Tracking Status

The tracking status does not update after updating fields that impact the tracking status.

Use the application Refresh option or move to the student's Academic Year and Payment Periods page.

Student module | General: Tracking Status

Clicking the Hold/Resume button next to a student's tracking status doesn't immediately appear to have any impact.

The system is working; after a few moments, a message will be displayed indicating the tracking status has been updated and the page will refresh.

Student module | General: Deleting a student

When deleting a student, a modal is displayed to check associations that would prevent the record from being deleted, but the process never finishes.

Click the page behind the modal, then use the browser Refresh option.

Student module | Student Profile: Save

After making changes to any field or lock and then canceling them, a confirmation of unsaved changes message is still displayed when you navigate to another page.

Select Okay to dismiss the message.

Student module | Academic Profile: Academic Years & Payment Periods > Parallel updates

When trying to change to both a student's academic year and payment period simultaneously, the system sometimes returns an error.

Save the changes for the academic year updates, then make the payment period updates and do a separate save.

Student module | Academic Profile: Academic Years & Payment Periods > Adding an academic year

Adding an academic year, the page reverts back to the previous academic year on the record, rather than defaulting to the latest (most recent) year chronologically.

After adding an academic year, make sure to select it in the page before updating any data or adding payment periods.

Student module | Academic Profile: Academic Years & Payment Periods > Removing an academic year

When removing an academic year, a modal is displayed to check associations that would prevent the year from being deleted, but the process never finishes.

Click the page behind the modal, then use the browser Refresh option.

Student module | Academic Profile: Academic Years & Payment Periods > Cost of attendance

A previously shielded cost of attendance item is not immediately removed from the student once the shield is removed if the item has been removed from the associated payment period in System Administration.

Use the application Refresh option to refresh the page.

Student module | Academic Profile: Academic Years & Payment Periods > Updating Pell Enabled field

After setting the Pell Enabled field to No for one or more payment period, the COD export process does not include the Pell Grant award.

After updating this field, navigate to the Aid Package page and re-select the existing value in the Status field for the Pell Grant award, then click Save.

Student module | Academic Profile: Academic Years & Payment Periods > Inactivating a payment period

Also impacts: Aid Package

When the Active Payment Period field is set to No on a student's record who has already been awarded a Federal Pell Grant, the award is not automatically reduced on the student's aid package in all cases.

If the Federal Pell Grant award is not automatically reduced, also set the Pell Enabled field for the inactive payment period to No.

Student module | Academic Profile: Academic Years & Payment Periods > Adding a payment period

Also impacts: Aid Package

When an additional payment period is added to a student's record, a Federal Pell Grant award is not automatically awarded or increased in all cases where the student is eligible for the award.

In the added payment period, set the Pell Enabled field to No and save, then set it back to Yes and save again.

Student module | Communications: Communication Log > Disbursement Notifications

When generating a disbursement notification email for a student from a template, any attachments added are duplicated.

N/A

Student module | Communications: Communication Log

When composing an email, the Send button becomes active even if values are not entered in the To and From fields.

The To and From fields are required.

Student module | Communications: Communication Log > Downloading attachments

In the Sandbox environment, attachments cannot be downloaded from the Communication Log on a student's record.

Attachments can still be downloaded in the Production environment.

Student module | Communications: Notes

Last Modified Date value is displayed in UTC rather than the time zone selected in the School Profile.

N/A

Student module | Communications: Requirements

Effective Date value is displayed in UTC rather than the time zone selected in the School Profile, which may cause the date to show as one day before or after the date expected.

N/A

Student module | Communications: Requirements

Originates with: COD Import

Requirements set be satisfied for Entrance Counseling in Communication Preferences are not being marked as Received in call cases when a Counseling Acknowledgment file is imported.

Requirements can be manually marked as Received.

Student module | Communications: Requirements > Attachments

Trying to attach files to multiple requirements results in only the first requirement saving the attached files.

Use the application Refresh option to refresh the page after attaching files to a requirement before moving on to the next.

Student module | Communications: Requirements > Downloading attachments

In the Sandbox environment, attachments associated with requirements cannot be downloaded from a student's record.

Attachments can still be downloaded in the Production environment.

Student module | Communications: Requirements

When moving from one student record to the next from the Requirements page, the page sometimes momentarily displays the previous student's data.

Wait a few moments after the page loads before reviewing or updating any data.

Student module | ISIR: Need Analysis

The Dependency Model and Calculated SAI displayed on the header of the ISIR pages does not update after updating fields that impact these values.

Use the application Refresh option to refresh the data displayed on the ISIR header.

Student module | ISIR: ISIR data impacts to Federal Pell Grant awards

When updating Children of Fallen Heroes Flag, IASG Flag, or Parent Killed in Line of Duty fields, Federal Pell Grant is not automatically awarded if the Pell Eligibility Flag is not set to Yes.

Submit an ISIR correction to update these fields with FPS, which should result in the Pell Eligible Flag being set to Yes.

Student module | NSLDS: Field missing in UI

The NSLDS Loan Subsidy Status Date field is not displayed in the UI.

N/A

Student module | NSLDS: Fields not updated by import

When a Transfer Student Monitoring Alert/Financial Aid History record is successfully imported into PowerFAIDS, the Alert Received Date and FAH Received Date fields are not updated on the associated student records.

N/A

Student module | Packaging: Aid Package

Originates with: System Administration Payment Periods

Updating the Disbursement Date field of a payment period that has already been assigned to students does not update the associated Disbursement Date fields on the student record in all cases.

Manually update the Scheduled Disbursement Date field on the Aid Package page of affected students.

Student module | Packaging: Aid Package

After adding a payment period to a student, the Cost of Attendance value on the student's Aid Package page shows a null value.

Use the in-application Refresh option to reload the page. It may take multiple reloads to show the updated data.

Student module | Packaging: Aid Package

When more than one need-based award is updated on a student's aid package at the same time, the Unmet Need and Cost of Attendance limits are not able to calculate correctly, sometimes resulting in award amounts being decreased when they should not be.

Update one award at a time and save between each update.

Student module | Packaging: Aid Package

If more than 21 awards are added to a student's aid package (whether through manual or automated packaging), the Aid Package page in the student record stops displaying the associated award information.

N/A

Student module | Packaging: Aid Package > Federal Pell Grant awards

Locking the Award Amount field for a Federal Pell Grant award does not prevent the amount from being updated by the system.

Instead of locking the Award Amount field, lock each distribution individually.

Student module | Packaging: Aid Package > Federal Pell Grant awards

Originates with: Academic Years & Payment Periods

When the Active Payment Period field is set to No on a student's record who has already been awarded a Federal Pell Grant, the award is not automatically reduced on the student's aid package in all cases.

If the Federal Pell Grant award is not automatically reduced, also set the Pell Enabled field for the inactive payment period to No.

Student module | Packaging: Aid Package > Federal Pell Grant awards

Originates with: Academic Years & Payment Periods

When an additional payment period is added to a student's record, a Federal Pell Grant award is not automatically awarded or increased in all cases where the student is eligible for the award.

In the added payment period, set the Pell Enabled field to No and save, then set it back to Yes and save again.

Student module | Packaging: Aid Package > Updating an award

Trying to save an update to an award directly after clicking the Package button results in an error.

Refresh the page before making the update.

Student module | Packaging: Aid Package > Packaging button

Also impacts: Batch Packaging

When an error occurs during formula based packaging, the tracking status is advanced to NA status even when student was successfully awarded.

Review the student record to determine whether the student received the correct aid package. If so, from the Academic Years & Payment Periods page select the Hold/Resume button in the header to advance the tracking status to AW.

If the student did not receive the correct aid package, then from the student's Aid Package page select the Packaging menu and re-package the student to get the correct awards. (Note that shielded awards will not be removed during re-packaging.)

Student module | Packaging: Borrowers & PLUS Applications

When searching a borrower's PLUS applications, the filter is not actually filtering results correctly.

N/A

Student module | Packaging: Borrowers & PLUS Applications

Clicking Save after editing a PLUS application does not close the window.

Click anywhere outside of the window to close it.

Student module | Packaging: Borrowers & PLUS Applications

When deleting a borrower, a modal is displayed to check associations that would prevent the record from being deleted, but the process never finishes.

Click the page behind the modal, then use the browser Refresh option.

Student module | Packaging: Federal Loans

Originates with: COD Import

The acknowledgment date for graduate entrance counseling is missing a field label on the Federal Loans page in the student record.

N/A

Student module | Packaging: Federal Loans > COD Disbursement Details

When an award is disbursed, a new row is added to the COD Disbursement Details table, rather than updating the existing row that was added for the same award after origination.

The top row displayed contains the accurate data for the award.

Student module | Packaging: Federal Loans > COD Award Details

The MPN ID field cannot be locked.

N/A

Student module | Packaging: Federal Pell Grants

The ISIR Update Required field always displays a value of Yes.

The accurate value can be found in the same field on the ISIR Calculated page.

Student module | Packaging: Federal Pell Grants

After making a change to the Federal Pell Grants page and saving, making a secondary change and attempting to save again results in an error.

After the first save action, use the in-application Refresh option to reload the page before making additional changes.

Student module | Packaging: Aid Package > Federal Pell Grants

When changes are made to the Lifetime Eligibility Used field, related Federal Pell Grant award data is not updated.

Use the in-application Refresh option to see the updated data.

Student module | Packaging: Federal Pell Grants, Federal TEACH Grants, and Federal Loans

After updating award details for a student who has more than one award for the associated award year on the Federal Pell Grants, Federal TEACH Grants, or Federal Loans page in the student record, all award tabs within the page appear to have the same data as the updated award.

After saving a change to one tab, use the in-application Refresh option before reviewing other tabs.

Student module | Packaging: Federal TEACH Grants

Making changes to data on the Federal Pell Grant page sometimes results in an error that Teacher Expert Indicator is a required field even when it is already set to No.

If this message is received, set the Teacher Expert Indicator field to Yes and then back to No before saving again.

Student module | Packaging: Private Loans

After exporting an Application Send file, the data for the loans included in the file are not appropriately locked on the student record in all cases.

Use the in-application Refresh option after navigating back to the student record to apply the field locks.

Student module | Packaging: Private Loans

Originates with: Disbursement Authorization Export

When the Private Loan Disbursement Roster Received disbursement rule is enabled and a private loan fails to disburse due to this rule, the Current Status field for the impacted loan still moves to Disbursed.

Use the student record Timeline to determine the prior value of the Current Status field for the loan and manually set the field back to that value.

Student module | Custom Data: Custom Data > Sequencing

Originates with: Custom Data Views configuration in System Administration

The order fields are displayed on the Custom Data page of the student record does not match the sequencing specified in the Custom Data Views configuration settings in System Administration.

Use a numbering sequence with gaps of 3+ between each number, such as 10, 20, 30, rather than 1, 2, 3.

Student module | Timeline: Filter > Academic Years

The Filter Data > Year > Academic Year filter in the timeline does not display the correct list of academic years.

N/A

Student module | Timeline: Filter > Dates

After filtering by a date range, the dates cannot be removed.

Use the browser Refresh option to refresh the page.

Student module | Timeline: Show/Hide Columns

The table actions option to show/hide columns in the timeline is not currently functional.

N/A

Batch Processing module: Batch Packaging

Also impacts: Packaging from student record

When an error occurs during formula based packaging, the tracking status is advanced to NA status even when student was successfully awarded.

Review the student record to determine whether the student received the correct aid package. If so, from the Academic Years & Payment Periods page select the Hold/Resume button in the header to advance the tracking status to AW.

If the student did not receive the correct aid package, then from the student's Aid Package page select the Packaging menu and re-package the student to get the correct awards. (Note that shielded awards will not be removed during re-packaging.)

Batch Processing module: Batch Print Letters

When running the batch print letters process in the Sandbox environment, the results report is empty and no letters are generated.

Letters can still be generated in the Production environment.

Batch Processing module: Update Field Value

After running the update field value process, the associated academic year is not displayed in the results report list.

N/A

Batch Processing module: Using newly created entities

After creating a new entity (such as a fund or academic year) in System Administration, it is not available to select within a batch processing flow.

After creating the entity, clear your browser cache and then use the browser Refresh option before moving to the Batching Processing module.

Import/Export module | General: Import folders

The Archived folder is incorrectly available to select as a file location in several import processes.

Do not import files into the Archived folder.

Import/Export module | Data from Other Systems: Student Information Import > Phone Number fields and Lifetime Totals fields

Excel sometimes converts long number strings into scientific notation format (eg. 1.23457E+14). If present in the file, this formatting is imported into the affected fields without being converted back to a standard numeric value.

Convert the scientific notation back to a numeric value in the source file before importing, or manually enter the value in PowerFAIDS.

Import/Export module | Data from Other Systems: Student Information Import > Decimal fields

If a value with more than two decimal places is included for certain fields in the file, it is successfully posted even if it is an invalid value for those fields. This will result in an error when trying to update any information in the related sections of the student record for an affected student.

Impacts the following fields: Institutional GPA, Major GPA, Other GP, Payment Period Completed Hours, Program Transfer Other Hours, High School GPA, Total Lifetime Credits.

Confirm that no field value has more than two decimal places before importing the file.

Import/Export module | Data from Other Systems: Student Information Import > Student ID and Driver's License Number fields

If an @ character is included in a Student ID field or Driver's License field in the file, it is successfully posted even though that is an invalid character for those fields. This will result in an error when trying to update any information in the Student Profile page for an affected student.

Remove the invalid character from the file.

Import/Export module | Data from Other Systems: Student Information Import > Post from Dashboard

When posting student information import records from the Dashboard, a success message is not displayed letting you know that the process has completed.

A results report will be generated once the process is completed; check back after a few minutes.

Import/Export module | Data from Other Systems: Student Information Import

Updates to a student record are not successfully posted if the file includes adding more than one program to multiple payment periods.

Manually add the programs in the student record or create a student information import file for each program assignment separately.

Import/Export module | Federal Award History (NSLDS): NSLDS Export

Submit Date value is displayed in UTC rather than the time zone selected in the School Profile.

N/A

Import/Export module | Federal Award History (NSLDS): NSLDS Export

Results report list shows a file name for every export process that was completed, even when no file was actually generated because no students met the criteria to be included in the export.

N/A

Import/Export module | Federal Award Processing (COD): COD Export

In some cases, the First Name and Last Name columns are not populated in the student level results report even when the data is included in the exported file.

Use SSN column data to identify students.

Import/Export module | Federal Award Processing (COD): COD Import

The Last Name column does not populate on the Federal Award Processing (COD) Import dashboard even when the data is included in the imported file.

Use SSN and First Name column data to identify students.

Import/Export module | Federal Award Processing (COD): COD Import

The search feature on the Federal Award Processing (COD) Import dashboard is not functional.

Select only the File Type and then click View Records. Once the Results table is displayed, use the secondary table search feature to search by student name or SSN.

Import/Export module | Federal Award Processing (COD): COD Import

When a Credit Status and PLUS Application response file are both imported at the same time, the Application ID match may not be successful in all cases.

Import the PLUS Application response file first and then import the Credit Status response file. If the files have already been imported and the Application ID match was not successful, import the Credit Status response file again.

Import/Export module | Federal Award Processing (COD): COD Import > PLUS Application files

Graduate PLUS Application files cannot currently be successfully imported if they do not contain a Citizenship Code value.

Navigate to the student's record and manually create the borrower, ensuring that the following fields contain values: First Name, Last Name, SSN, and Citizenship Status). Return to the Federal Award Processing (COD) Import dashboard and find the PLUS Application record that was not imported and post from the dashboard.

Import/Export module | Federal Award Processing (COD): COD Import > Counseling Acknowledgment files

Also impacts: Data on the student record

Requirements set be satisfied for Entrance Counseling in Communication Preferences are not being marked as Received in call cases when a Counseling Acknowledgment file is imported.

Additionally, the acknowledgment date for graduate entrance counseling is missing a field label on the Federal Loans page in the student record.

Requirements can be manually marked as Received.

Import/Export module | Finance Reporting: Anticipated Aid Export

In rare cases the Gross Amount Disbursed to Date column in the results report is not displaying a value for an award when the value is $0.

A blank Gross Amount Disbursed to Date field in the results report can be interpreted as a $0; the $0 value is correctly noted in the exported file.

Import/Export module | Finance Reporting: Anticipated Aid Export

In some cases where a student passes all disbursement eligibility checks used by the anticipated aid process, the results report shows an incorrect value for the Scheduled Disbursement Date in the expanded details for the row.

N/A

Import/Export module | Finance Reporting: Disbursement Authorization Export

In some cases where a disbursement for an award cannot be successfully authorized or negated, the results report still shows a value for the Gross Disbursement Amount in the expanded details for the row.

N/A

Import/Export module | Finance Reporting: Disbursement Authorization Export

A message that "federal funds cannot be disbursed without a pending or accepted MPN" is being received even in some cases where an MPN has been received and is properly linked.

On the Federal Loans page in the student record, re-select the appropriate MPN ID from list even if it is already displayed, then click Save.

Import/Export module | Finance Reporting: Disbursement Authorization Export

The Meeting Federal SAP disbursement rule is incorrectly flagging students as ineligible when Federal SAP is blank.

Use the batch update field value process to post a value other than Ineligible to PaymentPeriod.FederalSAP for each impacted payment period.

Import/Export module | Finance Reporting: Disbursement Authorization Export

Federal PLUS loans cannot currently be disbursed for students who have any denied PLUS application recorded on their student record, even if the application is not associated with the award being disbursed. The message received states: "Federal PLUS loans cannot be disbursed until the associated credit requirement is met."

Delete any denied PLUS applications on the student's record that are not associated with the loan you need to disburse, then attempt disbursement again.

Import/Export module | Finance Reporting: Disbursement Authorization Export

Also impacts: Data on the student record

When the Private Loan Disbursement Roster Received disbursement rule is enabled and a private loan fails to disburse due to this rule, the Current Status field for the impacted loan still moves to Disbursed.

Use the student record Timeline to determine the prior value of the Current Status field for the loan and manually set the field back to that value.

Import/Export module | Finance Reporting: Disbursement Reconciliation Import

Disbursement reconciliation files that contain more than 4,000 rows cannot currently be processed.

Split files such that they contain 4,000 or fewer rows.

Import/Export module | Finance Reporting: Disbursement Reconciliation Import

When matching by Student ID, the disbursement reconciliation file fails to import successfully if the Student.StudentID column is missing from the file, rather than producing a results report indicating that the information is required.

Add the Student.StudentID column to the file, or match by SSN instead.

Import/Export module | ISIR: ISIR Import

Also impacts: Data in the student record

The Need Analysis engine is currently incorrectly using age 23 to determine a student's dependency status as Independent for students with a 24-25 ISIR. The correct value is age 24.

N/A

Import/Export module | ISIR: ISIR Import

Setting the Post Only Newer Transactions option to Yes in the global posting options does not default the same option during the import process.

Manually set the option for each import.

Import/Export module | ISIR: ISIR Import > Results Report

Originates with: Communication Preferences

If a requirement as not been associated with the ISIR import process from System Administration > Communication Preferences, an incorrect error is displayed in the Messages column of the results report.

Associate a requirement before running the import process. If the Posting Status is Posted then the student was processed successfully despite the message.

Import/Export module | ISIR: ISIR Import > Posting options

Posting ISIR transactions with the Update Existing Student Names option set to Yes is not currently updating the student's middle name on the Student Profile page of the student record.

Update the Student.MiddleName field using the Student Information Import process.

Import/Export module | Private Loans: Private Loans Export

Changes made to the private loan global export options are reverted if they're made too quickly after the page loads.

Wait a few moments for the page to load completely before making any changes.

Import/Export module | Private Loans: Private Loans Export

When running the private loans export process in simulation mode, a simulated application send file is not created for review in the file manager if any of the loans evaluated during the process do not meet the criteria to be exported.

Run the simulation with only records that pass all validation checks to be exported.

Import/Export module | Private Loans: Private Loan Import > Programs, lenders, and guarantors

Also impacts: Fund setup

Newly created private loan programs, lenders, and guarantors are not immediately available for use in the fund setup.

After adding the private loan program, fund, or guarantor in the Import/Export module, refresh the application using the browser Refresh option before navigating to the fund setup in System Administration.

Import/Export module | Private Loans: Private Loans Import

If the file selected to import is not a valid file for the file type selected, no error message is received but the Import button is disabled.

Ensure you are uploading a valid file for the selected file type.

Import/Export module | Private Loans: Private Loans Import

Private loan import results reports cannot be sorted by the Student SSN, Result, or Details columns.

Click the Export/Download button to download the data and sort the columns in Excel.

Import/Export module | Private Loans: Private Loans Import > Disbursement roster

The Disbursement Amount Received value in the disbursement roster is not being converted to include a decimal point, leading to a discrepancy between the Award.DistributionAmount and the PrivateLoan.DisbursementAmountReceived values. This will not prevent a successful import of the file and will not impact the disbursement authorization export process.

To reconcile the amount between the two fields, adjust the value in PrivateLoan.DisbursementAmountReceived in Excel to add a decimal before the last 2 digits.

Reporting module: Custom Reports

When exporting a report, the file name does not match what is shown on the user interface; the date is recorded in a different format.

N/A

Reporting module: Custom Reports

When creating or editing a custom report, the Created By and Modified By values are blank and do not display the username of the user who initiated the change.

N/A

Reporting module: Custom Reports

When the Aid Package Updated On (AidPackage.UpdatedOn) and Created On (AidPackage.CreatedOn) fields are used in custom reports, the values are not displayed in the appropriate format and time zone.

N/A

Reporting module: Custom Reports

When using reconciliation data fields in custom reports (those with field aliases that begin with "Reconciliation") there are duplicate rows displayed in the report.

Remove duplicate rows from custom report file after its been generated.

Reporting module: Custom Reports > Cost of Attendance data

Custom reports cannot be run successfully if they contain any cost of attendance fields.

N/A

Reporting module: Custom Reports > Award disbursement data

Also impacts: Selection Sets in System Administration

The following fields will not show correct data in custom reports or selection sets until awards have been disbursed: Award.DisbursedToDate, Award.NetDisbursedToDate, CODAward.DisbursedToDateAtCOD, Award.DistributionDisbursedToDate, Award.DistributionNetDisbursedToDate.

For custom reports, assume blank data for these fields is equal to zero. For selection sets, include an OR rule for these fields with the "is blank" operation.

Reporting module: Custom Reports > Note data

Note fields are not displaying in data in custom reports if there is a quotation mark (") in the associated Note.Note field.

Use a single quote marker (') or otherwise eliminate quotation marks from the notes.

Reporting module: Custom Reports > Preview

When generating a custom report, clicking Preview and then exiting the window without waiting for the report to finish generating causes it to display in the Preview section of the next report generated.

Wait until the report is generated before moving on to another report.

Reporting module: Custom Reports > Sort order

The order data is sorted within a downloaded custom report does not match the settings specified in the Sort field in the report definition.

Resort the data using the sorting functionality within Excel or similar spreadsheet editor tool.

Reporting module: Custom Reports

When navigating between reports, selecting the in-application Refresh option will sometimes display the previous report that was viewed.

Use the browser Refresh option instead of the in-application Refresh option.

Reporting module: Custom Reports

Correct data is not displayed in custom reports for students who have more than one award from the same fund with the same award amount.

N/A

Reporting module: Standard Reports > Award Analysis Report

When running the Award Analysis Report by payment period, data in the PDF and CSV outputs don't match.

N/A

Reporting module: Standard Reports > Award Detail Report

Report is returning a message that no data was found when the Total Type field is set to By Fund Name, even when there are students included in the selected population that have data available.

Set the Total Type field to By Student Name instead.

Reporting module: Standard Reports > Award Source Summary Report

The values displayed in the Unduplicated Number of Awards column in the report are incorrect. The value shown currently is the total number of awards rather than the number of recipients.

N/A

Reporting module: Standard Reports > Disbursement Reconciliation Report

Report cannot be generated successfully.

N/A

Reporting module: Standard Reports > V4/V5 Verification Results Report

Report is currently pulling data from all awards years, regardless of the award year specified.

Remove verification results data for students from previous award years before running the report.

System Administration module | Campus Information: Academic Years > Pell Cost of Attendance

Adding a Pell formula and associated Pell cost of attendance information to an academic year does not prompt you to save changes if you navigate to another page.

Make sure to save before leaving the page.

System Administration module | Campus Information: Academic Years > Pell Formula

Adding a Pell formula and Pell cost of attendance information to an academic year results in both an error and a success message.

If the success message is received, the data was saved successfully and the error message can be ignored.

System Administration module | Campus Information: Cost of Attendance Categories

After saving changes to cost of attendance categories, a message is still displayed when you navigate away from the page warning of unsaved changes.

Changes have been saved. Click either button on the modal to dismiss.

System Administration module | Campus Information: Payment Periods

After saving changes to the R2T4 Scheduled Breaks or the Custom Process Targets sections of a payment period, a message is still displayed when you navigate away from the page warning of unsaved changes.

Changes have been saved. Click either button on the modal to dismiss.

System Administration module | Campus Information: Payment Periods

Also impacts: Data on the student record

Updating the Disbursement Date field of a payment period that has already been assigned to students does not update the associated Disbursement Date fields on the student record in all cases.

Manually update the Scheduled Disbursement Date field on the Aid Package page of affected students.

System Administration module | Communications: Communication Preferences

Also impacts: ISIR Import

If a requirement as not been associated with the ISIR import process, an incorrect error is displayed in the Messages column of the results report.

Associate a requirement before running the import process. If the Posting Status is Posted then the student was processed successfully despite the message.

System Administration module | Communications: Communication Templates

Using any ISIR contact information field as a Student Data Value results in a blank value in the output.

Use contact information fields from the Student Profile instead.

System Administration module | Communications: Communication Templates

After editing the text in a conditional text block, the Save button does not become active.

Edit another part of the template to enable the Save button.

System Administration module | Communications: Communication Templates

When creating a new communication template, the Create button becomes active before all required fields have been completed; if you attempt to create the template without completing the required fields, a generic error message is received.

Enter a value for all fields listed.

System Administration module | Communications: Requirements

After associating a selection set to a requirement, occasionally the requirement is not being automatically added to the appropriate students.

Edit the requirement to re-associate the selection set again.

System Administration module | Communications: Requirements > Lifetime Requirements

A lifetime requirement cannot be successfully created immediately after creating a year-specific requirement.

Use the in-application Refresh option to reload the page after creating a requirement before creating a subsequent requirement.

System Administration module | Communications: Requirements

Originates with: Selection Sets

When a selection set associated with a requirement contains a greater than (>) or less than (<) comparison, the requirement is not assigned to the students in the selection set.

If possible, use a selection set that does not contain a greater than or less than comparison.

System Administration module | Communications: Requirements

Newly created selection sets are not immediately available to select for associating requirements.

Use the browser Refresh option to update the list.

System Administration module | Packaging: Funds

Funds are currently being sorted by display name instead of by fund name.

N/A

System Administration module | Packaging: Funds

When editing the name of a fund, the cursor moves to the end of the text after entering each character.

Select the location in the text where you want the cursor to be and enter the next character, then continue to repeat as needed.

System Administration module | Packaging: Funds

Setting the First-Time Borrower field to Yes does not apply the appropriate first-time borrower rules to the fund.

Options to resolve:

• Put the loans in pending status and not include loans in pending status in the COD export.
• Put the loans on hold.
• Exclude first-time borrowers from the selection set. Then, once the 30 day period passes, you can process them.

System Administration module | Packaging: Funds

Originates with: Private Loan Import

Newly created private loan programs, lenders, and guarantors are not immediately available for use in the fund setup.

After adding the private loan program, fund, or guarantor in the Import/Export module, refresh the application using the browser Refresh option before navigating to the fund setup in System Administration.

System Administration module | Security: Users

The first time navigating to the Users page results in an error.

Use the application Refresh option.

System Administration module | Security: Users > Creating a new user

When attempting to create a new user with an email that's already in use, a non-specific error message is received.

The same email address cannot be assigned to multiple users.

System Administration module | Security: Users > Creating a new user

Copying a formatted phone number into the Phone Number field when creating a new user does not allow the user to be created; the Save button never becomes active.

Enter the phone number into the field manually.

System Administration module | Security: Users > Deactivating a system administrator

When attempting to deactivate a system administrator user, a generic error message is received.

Set the System Admin field for the affected user to No and save. Then update the Active field to No as part of a separate save action.

System Administration module | Security: Groups

New security groups cannot currently be created after the release on 11/4/24.

N/A

System Administration module | Security: Groups > Unassigned users

Users who are not assigned to at least one security group are unable to log into the system.

Ensure all newly created users are assigned to a security group.

System Administration module | Security: Groups

Users in groups that have restricted access to the Academic Years & Payment Periods page in the student record are also unable to view or edit the Communications pages, regardless of the permissions set.

Set access to the Academic Years & Payment Periods page to View Only for any affected group.

System Administration module | Security: Groups > Permissions for features in development

In development features may have security permissions shown in the Security Groups UI before the feature is fully released.

These settings won't have any impact until development is complete.

System Administration module | Student Record Fields: Custom Data Views > Delete

Fields cannot currently be deleted from a feature-specific custom data view (ie. any view except Other Custom Data).

N/A

System Administration module | Student Record Fields: Custom Data Views > Sequencing

Also impacts: Data on the student record

The order fields are displayed on the Custom Data page of the student record does not match the sequencing specified in the Custom Data Views configuration settings in System Administration.

Use a numbering sequence with gaps of 3+ between each number, such as 10, 20, 30, rather than 1, 2, 3.

System Administration module | Student Record Fields: Field Aliases > Custom Data fields

New custom data fields with a field type of code lookup do not consistently display the Code Lookup details section.

If the table is not displayed, use the application Refresh option and it will appear after the page is refreshed.

System Administration module | Tools: Custom Processes > Custom Data Code Lookups

After creating a custom data field with the Code Lookup type and defining values for that field, using it in a custom process function sometimes causes the list of values for the field in the student record to become blank.

Use the browser Refresh option to reload the page.

System Administration module | Tools: New Year Setup > Copy Award Year-Specific Requirements

When copying more than 100 requirements, the progress count displayed on the dashboard is incorrect.

N/A

System Administration module | Tools: Selection Sets > Certain ISIR fields not returning correct results

Also impacts: Advanced Search

Posting Status (TransactionData.PostingStatus) and Database Results Flag (NSLDS.DatabaseResultsFlag) fields are not returning correct results in advanced searches and selection sets.

N/A

System Administration module | Tools: Selection Sets > NSLDS Inform Create Date field not returning correct results

Also impacts: Advanced Search

Inform Create Date (NSLDS.InformCreateDate) field is not returning correct results in advanced searches and selection sets.

N/A

System Administration module | Tools: Selection Sets

Also impacts: Requirement association

When building a selection that contains a greater than (>) or less than (<) comparison, the selection set cannot be used to assign requirements to the students in the selection set.

If possible, build the selection set without a greater than or less than comparison.

System Administration module | Tools: Selection Sets > Award disbursement data

Also impacts: Custom Reports

The following fields will not show correct data in custom reports or selection sets until awards have been disbursed: Award.DisbursedToDate, Award.NetDisbursedToDate, CODAward.DisbursedToDateAtCOD, Award.DistributionDisbursedToDate, Award.DistributionNetDisbursedToDate.

For custom reports, assume blank data for these fields is equal to zero. For selection sets, include an OR rule for these fields with the "is blank" operation.