Parent PLUS review

Find the loans that need a person.

Exceptions found across COD and the aid system, with the next action ready.

2 of 3 cases need attention

Choose a case and continue from its current handoff.

Switch sample case

Exception review

Avery Johnson

Legacy exception needs confirmation

Current case

Sample case status

Needs review

Issue

The borrower may qualify for the interim exception, but the expected completion date has not been confirmed.

Next action

Confirm the program completion date before awarding the loan.

Owner: Staff
Due: Next in queue
Amount: $8,500
Impact: 2 of 4 steps complete

Requested: $8,500
Credit result: Approved
Award status: Not posted
Completion date: Needs confirmation

Case progress

2 / 4

Completed step ✓
COD application matched
The approved $8,500 request was tied to Avery and the parent borrower.
Completed step ✓
Exception path evaluated
Eli found the interim exception and its completion-date condition.
Current step 3
Review the exception
Confirm the program completion date before awarding the loan.
Upcoming step 4
Post and verify the award
Recheck the exception, post the authorized award, and confirm that the aid-system amount matches COD.

Evidence and calculation

• COD credit result received
• Student and parent records matched
• Expected completion date missing from the program record

The workflow

Source record to finished work

1Load the Parent PLUS report
2Review exceptions and missing information
3Prepare the award or follow-up

Test it against your process

Compare a de-identified COD report with the office's current Parent PLUS awards.

Talk about a test