ONB- FinAid SAP Appeal Process

100%

Status

In Process [In Process]

100% complete, updated on Tue 2/20/24 11:12 AM by Ted Boeckman

Changed Percent Complete from 95% to 100%.
completed after deployment on jan 2nd 2024

Details

Dates
Thu 7/27/23 - Sun 12/31/23
Acct/Dept
Financial Aid
Service
OnBase / New OnBase Workflow Request
Type
IT-General / Workflow (Re-engineering, streamlining)
Health
Green - On track
Classification
Grow
Requirements
Show Help for Please describe the current inefficiencies in the process
I believe (very loosely) we process more than 120 appeals in a year? Currently we get the appeal documents uploaded in OnBase, but we move a pdf document through shared folders for staff to log their decision. We then upload the completed appeal decision document to OnBase and send an outcome email through BCM. We rely on emails to notify staff that an appeal decision is waiting in their shared folder.
Created
Tue 8/8/23 3:39 PM
Modified
Tue 2/20/24 11:12 AM

New Project Request

Point of Contact
This can either be the project manager or the person who knows the most about the project. Note that the project manager is assigned after the project is created.
What is the desired completion date?
Please note that projects will be completed based on resource availability and prioritization.
12/31/2023
Any additional information about this request that you would like to include?
Who does this project help? What happens if this project is not completed?
n/a

Description

General Purpose
For Financial Aid, students who fail to meet SAP have their aid terminated. They can submit an appeal that is reviewed by members the aid office. A majority vote of approve/deny (consisting of at least 3 people) must be reached to make a final determination on the appeal outcome. The members are not strictly defined. The purpose of this workflow is to move the appeal through a queue in a documented manner and generate an outcome email at the conclusion of the process.
Please describe the current inefficiencies in the process

Manager

TB
Ted Boeckman

Alternate Manager(s)

AR
Angie Reyes

Sponsor

AR
Anne Rusk