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Administrator Guide
Last Updated: 2025-08-08
Review Pending ISIR Transactions

Review Pending ISIR Transactions

Security:
Manage: ISIR - USA
 domain in the Financial Aid functional area.
When a pending ISIR transaction for a student comes in to Workday, you can:
  • Compare the pending ISIR transaction against their active transaction.
  • Decide whether to replace the active transaction or inactivate the pending transaction.
Workday uses active ISIR transactions to assign action items, calculate cost of attendance, and package financial aid. A student can have only 1 active transaction for a financial aid award year, and only the primary program of the student's reporting record can have active transactions. Workday assigns:
  • Any other ISIR transactions for the same award year and school code a
    Pending Review
     status if they have a lower transaction number.
  • A
    Pending Review
     status to a non-rejected ISIR that has a higher transaction number than the ISIR used for processing and the ISIR meets this criteria:
    • The ISIR pending review isn't a school-generated correction file and won't assign new action items.
    • The ISIR used for processing is locked and has associated financial aid packages.
  1. Access the
    Review Pending ISIRs
     report.
  2. Click
    Review
     for a pending transaction.
  3. Activate
     or
    Inactivate
     the pending transaction.
If you activate a pending transaction, Workday:
  • Unlocks and inactivates the previously active transaction.
  • Assigns action items for the newly active transaction. Workday also autocompletes any previously completed action items so that students don't have to complete them again.
  • Recalculates cost of attendance and repackages financial aid for the student.