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Financial Aid Requirement Status Project

HPU Financial Aid Office

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Objectives

  • Simplify viewing of Financial Aid requirements

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  • Let users view current status of Financial Aid requirements

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  • Lessens workload for customer representatives on client end

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Discussion with Customer

  • Created a questionnaire for what requirements students needed to complete their Financial Aid package

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  • Created user stories through discussion with clients

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  • Generated low fidelity prototypes

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Current Steps to View FA Status

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Current Steps to View FA Status

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Current Steps to View FA Status

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Current FA Status View on Pipeline

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Current FA Status View on Pipeline

Problems stated from students:

  • “Too much” information displayed in that window confuses the students.
  • Not visually appealing so not a lot of students take the time to read it.
  • Very few students use it - they would rather call the office or do walk-ins.
  • Very few students know it exists.

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Low Fidelity Prototype

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Low Fidelity Prototype

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Low Fidelity Prototype (Results)

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User Stories (I)

  • As a student
    • So that I can view my Financial Aid requirements

I want to see a list of requirements needed

    • So that I can check on the status of my submitted documents

I want to see a progress bar for all requirements

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Progress Bar Definition

  • Unsatisfied Requirement/No Documents turned in

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  • Documents received and are being reviewed/Documents are “Incomplete”

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  • Requirement has been satisfied

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User Stories (II)

  • As a FA Office employee:
    • So that I can view a student’s requirements

I want to see a list of requirements needed

    • So I can check on the status of student documents

I want to see what has been submitted

    • So I can update student’s document status

I want to update student’s status

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User Stories (III)

  • Stakeholders:
    • Students
    • Financial Aid Administrators
    • Hawaii Pacific University

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Open Source Repo, Tracker

  • https://github.com/eduterte/Faid_Req_Status

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  • https://www.pivotaltracker.com/s/projects/968054