Academic Plans for SAP - Automated Workflow with Academic Advising Dede Gonzales Texas State University Texas Association of Student Financial Aid Administrators

Agenda Academic Plan for Financial Aid Eligibility Appeal Process Workflow with Academic Advising Academic Plan Acknowledgement End of Semester Review Texas Association of Student Financial Aid Administrators

Academic Plans Required Texas Association of Student Financial Aid Administrators

Creation of Academic Plans Financial Aid staff are not curriculum experts Academic advisors in the best position to develop plans Academic advisors can ensure the academic plan for financial aid eligibility does not inadvertently conflict with academic/graduation requirements Texas Association of Student Financial Aid Administrators

Appeal Process Texas Association of Student Financial Aid Administrators

Circumstance Review Financial Aid and Scholarships (FAS) staff will determine if the documented extenuating circumstance provided meets the requirements for an appeal If not, the appeal is denied and the student is notified If yes, a workflow is started to academic advising. Texas Association of Student Financial Aid Administrators

FASAP Appeal Application Texas Association of Student Financial Aid Administrators

Starting the Workflow Texas Association of Student Financial Aid Administrators

Starting the Workflow – Cont. Texas Association of Student Financial Aid Administrators

Workflow notification From: noreply@txstate.edu [mailto:noreply@txstate.edu] Sent: Tuesday, September 22, 2017 10:55 AM To: Konieczny, Joya Grace Subject: Financial Aid SAP Appeal Submitted for student: A00xxxxxx Program: ED-BS A student in your college has filed an appeal to the Satisfactory Academic Progress (SAP) requirements for financial aid eligibility. Academic information is needed from the student's advisor to continue with the appeal process. An activity has been placed in the advisor's appeal request list for completion of that information. Texas Association of Student Financial Aid Administrators

Academic Advisor’s Appeal Request List Texas Association of Student Financial Aid Administrators

Appeal status Appeal Submitted – FAS has forwarded an appeal to academic advising Academic Plan Submitted – Academic advising has entered information and forwarded it back to FAS. FA Complete – FAS has updated Banner and the student has been notified. FA Revision Requested – Academic advising entered information, but FAS routed it back to advising for revision. Academic Plan Modified – Academic advising updated an academic plan and forwarded back to FAS. FA Cancelled – The appeal workflow has been cancelled. Example: The student fails the academic plan at the end of a semester. Texas Association of Student Financial Aid Administrators

Creating the Academic Plan Texas Association of Student Financial Aid Administrators

Creating the Academic Plan – Cont. The advisor will indicate whether the student can regain SAP or graduate within a reasonable timeframe (no more than 4 semesters). Texas Association of Student Financial Aid Administrators

Texas Association of Student Financial Aid Administrators

Texas Association of Student Financial Aid Administrators

Advisor Access The advising supervisor can manage access to their college. Texas Association of Student Financial Aid Administrators

Finalizing the Academic Plan Once the plan is created by academic advising, FAS staff will update the status to Complete Texas Association of Student Financial Aid Administrators

Finalizing the Academic Plan – Cont. The SAP status and the Appeal Status in Banner are updated Texas Association of Student Financial Aid Administrators

Texas Association of Student Financial Aid Administrators

Academic Plan Details - Banner Texas Association of Student Financial Aid Administrators

Academic Plan Acknowledgement Students must acknowledge the requirements of the plan A requirement (SAPACK) is posted to Banner by the application Disbursement is held until received Texas Association of Student Financial Aid Administrators

Academic Plan Acknowledgement Form

Editing Academic Plans Academic advisors have the ability to edit the academic plans Current and future semesters only New plan emailed to students New plan details written to Banner SAPACK tracking requirement set to ‘Required’ again Texas Association of Student Financial Aid Administrators

Academic Plan History Texas Association of Student Financial Aid Administrators

End of Semester Review Texas Association of Student Financial Aid Administrators

Thank you! Dede Gonzales Associate Director, Financial Aid and Scholarships Texas State University dg10@txstate.edu 512.245.3951