SIS Job Aids #189

View Packaging Status Summary

This page contains a summary of values that determine a student’s package, as well as if the student is ready to be packaged or has already been packaged.

Path

Financial Aid > View Packaging Status Summary

Helpful links to other pages containing Term, ISIR, Needs Summary and Pell information are across the top of the page.

Key fields on this page are:

• Academic Career: Student’s Career (e.g. Undergrad, Grad, Law or Extension).
• Aid Processing Status: Applied, Ready for Counselor Review, Ready for Packaging, Packaging Completed.
• Aid Application Status: Usually Active (unless Canceled or Restricted).
• Review Status: Shows if selected for ISIR Verification (Incomplete- if application is unofficial, rejected or if has conditional awards or Complete – has been packaged).
• INST Verification Status: Used for UCB’s QA verification process for one more year (16– 7).
• Verification Flag & Status: Federal verification flag and statuses. Will start using in 17-18 aid year.

• Satisfactory Academic Progress: Acad Plan, Meets SAP, Not Meet, Probation, Undetermined, Warning.

Note: Disbursement Hold is NOT a field UCB will be using. It does not refer to historical “holds” or blocks.

• Packaging Plan: Shows the Packaging plan (e.g., UG = Undergraduate)
• Repackaging Plan: Will show if Repackaged

• Self Service: Inquiry Access. Controls whether a student sees packaging information on their CalCentral Financial Aid page. This is usually checked/unchecked by a batch process, but if you have edit access and it is appropriate, you are able to check/uncheck on a one-time basis if needed.