Financial Aid Processes File Management

You can use this form to manage files in Azure File Storage and place files in the location where specific financial aid processes expect to find the files. The Financial Aid Processes File Management form does not replace the processes such as Application Data export/import, Clearinghouse reporting, Mailbox Manager, etc.

Note: Without this form, users cannot upload or download files to Azure Storage due to security restrictions.

Files that can be managed are associated with financial aid processes such as:

  • 1098-T
  • Application Data
  • Clearinghouse
  • COD
  • CommonLine V4
  • Enrollment Reporting
  • Hope Scholarships
  • NSLDS Reports
  • Servicer Extract
  • THECB Reporting
  • Transfer Student Monitoring

You cannot select or edit the file path in the form. If the File Path for a process is incorrect (that is, no files are listed), refer to the individual help topics for each process this feature supports and correct the path.

Depending on the process selected, you can:

  • Download files (i.e. for splitting or to retrieve files that need to be sent to different agencies)
  • Upload files
  • Delete files

Note: Some processes only allow downloads, while others allow uploads and deletes.

Academy icon   Review the training (Anthology Academy registration and login required):

Financial Aid Processes File Management  (3 min.)

Prerequisites

You must have:

  • System Administration - Financial Aid File Management

Access Method

Select the Processes tile > locate System Administration in the tree > select Financial Aid Processes File Management.

Procedure to Manage Financial Aid Files

  1. Specify the following values:

    CampusClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

    File ProcessClosed The specific financial aid processes you can select: · 1098-T · Application Data · Clearinghouse · COD · CommonLine V4 · Enrollment Reporting · Hope Scholarships · NSLDS Reports · Servicer Extract · THECB Reporting · Transfer Student Monitoring · V4/V5 Verification Results Export

  2. Click the Apply Filters button.

  3. Review the files in the results grid.

    File DateClosed Date and time the file was created in the system.

    File NameClosed Name of the FA File.

    File SizeClosed Size of the FA file.

  4. To download a file to your computer's downloads folder, click the hyperlink on the file name. If you wish to remove a file from the grid, select that file's check box and click Delete in the toolbar.

  5. For any processes you selected that allow uploads, Upload will be enabled within the toolbar. If you wish to upload, select Upload, then Browse to find the file in the correct folder on your computer. Once you select the file, select Upload.

Note: If there is a duplicate file name when you are uploading, a warning message notifies you that a file with this name already exists. You can then remove the existing file with the same name or rename the new file you are attempting to upload. Also, there is a file size upload limitation of roughly 300,000 KB.