Financial Aid Information

Overview

The Finances tab within Student Success & Engagement provides base level information related to a student’s financial aid package.  There are three major sections:

  • Business Office: View balance due or any notes
  • Funding Sources: Drop-down menu provides information about the student's sources used to fund their education
  • Financial Aid Info: Optional PDF file with financial aid package information

The finances page for Olivia Student showing business office information, a highlighted notice requesting contact with the business office, funding sources, financial aid details, and a list of financial aid dates for the academic year.

Financial Aid Details

For each Financial Aid year, you can view the items below:

  • Financial Aid Award Year
  • FAFSA Received Date
  • Award Package Sent Date
  • Award Package Accepted Date
  • Selected for Verification
  • Verification Complete Date
  • Master Promissory Note Complete Date
  • Entrance Counseling Complete Date
  • Enrollment File Complete Date
  • Financial Aid Complete Date
  • Satisfactory Academic Progress

For example:

The financial aid section showing a list of key dates and statuses for the 2016-2017 award year, including FAFSA received, award package dates, verification status, loan requirements, enrollment file completion, financial aid completion, and satisfactory academic progress.

Financial Aid Info

An optional PDF document can be added via Institution Administration Configuration
If selected, this is system wide and displays on all student records.

The institution settings page showing upload options for the course placement guide and the financial aid advising document, with the financial aid advising section highlighted. A field for setting how many days until an alert expires is located below.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

How to Contact Support
There are many ways to reach out! Click the icon above for our support options.
Watermark Academy
Click the icon above to access the Watermark Academy for consultation, training, and implementation companion courses.
Customer Community
Can’t find the answer? Ask fellow users how they’re making the most of Watermark in our Community!