Setting Student Dashboard Actions

Use: For an administrator to create and update dashboard actions, which are tasks to facilitate the financial aid application and offer process in the My Student Aid site.  The My Student Aid site features a My Financial Aid Status Tab, which when visited, displays a dashboard board of actions or tasks to walk a student through the financial aid process. These actions are items such as: completing a CSS profile or FAFSA application, submitting supporting financial aid documents, and viewing financial aid offers. 

Description: The administrative table, Student Dashboard Actions, displays current actions required of students based on their persona types (be they a first year student, grad, etc.), by award year.  The table includes text descriptions that are displayed if actions are indicated/assigned for a particular student.  If there is no action for a student to take, the table also holds text that displays to inform them of what to do and where to access assistance.

Accessed by:

• Navigate to Student Financial Services Utilities and Reports Site
• In menu on right, click Financial Aid/Utilities/Student Portal Settings
• Page will open on Student Dashboard Actions tab

Adding a New Action:

• click Add Action
• enter Action Name, will display on student dashboard
• enter Description, this is the text that will explain the action being added
• enter Award Year, starting year of the school year, ie. 2024 for 2024-25 
• select Persona from dropdown
• enter Empty Action Description, this is the message the student will see if they have landed on a spot on the dashboard where there is no action to be taken 
• enter Empty Action Url, this is where student will be directed if the Empty Action Description is displayed
• click Ok to save
• to view saved action in table, click Financial Aid/Utilities/Student Portal Settings

Editing an Action: 

• click pencil icon on table to open the edit modal
• update fields (descriptions above)
• click Ok to save

Deleting an Action: 

• click trash can icon on table
• action will be removed from table

Notes: If there is question on format for description, empty action description and empty action url fields, user can click edit on existing item in table.  Also, text used for these fields is generated/approved by communications team.