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Administrator Guide
Last Updated: 2024-11-01
Reference: ISIR Transaction Statuses

Reference: ISIR Transaction Statuses

Transaction Statuses

These statuses describe the current state of an ISIR transaction in Workday.
Status
Description
Active
Workday uses active ISIRs to run financial aid processes for students under these rules:
  • A student can have an active ISIR only for the primary program of study of their reporting record per award year, federal school code, and Grade Level Group.
  • For award years 2024-2025 and later, a student can have only 1 active ISIR within each Grade Level Group. Midyear progression students can have 2 active ISIRs (1 graduate and 1 undergraduate). See Concept: Midyear ISIR Progression.
  • For award years 2023-2024 and earlier, a student can have only 1 active ISIR per award year and federal school code.
You can lock an active ISIR transaction to prevent an incoming ISIR transaction with the same award year, federal school code, and Grade Level Group from replacing it as the active transaction.
Inactive
Workday doesn't use inactive ISIRs for financial aid processing.
An ISIR becomes inactive when a student:
  • Hasn't matriculated yet, or their admissions decision status hasn't advanced far enough according to the ISIR processing policy.
  • Has multiple ISIRs for the same award year, federal school code, and Grade Level Group.
  • Doesn't have at least 1 active financial aid period record for the entire award year from their primary program of study on their reporting record where none of these criteria match:
    • The federal school code on their ISIR.
    • The
      Grade Level in College
       on their ISIR.
    • The federal student aid (FSA) grade level in their class standing.
  • Doesn't have a Grade Level Group value (
    Undergraduate
     or
    Graduate
    ) that's consistent with their FSA grade level. See Concept: Loading ISIRs.
Pending Review
A student already has an active ISIR for the same award year and federal school code, and the incoming ISIR:
  • Has a lower transaction number.
  • Has a higher transaction number and:
    • Isn't a correction file.
    • Doesn't assign new action items.
    • The active ISIR is locked.
    • The active ISIR has created a financial aid package.
Ready to Transmit
You've edited the ISIR. A correction file for the ISIR Outbound integration includes the edited transaction.
Transmitted
Workday's Outbound integration sent corrected ISIR information to the Department of Education.