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Administrator Guide
Last Updated: 2023-06-23
Lock ISIR Transactions

Lock ISIR Transactions

Security:
Manage: ISIR - USA
 domain in the Financial Aid functional area.
You can manually lock ISIR transactions that are
Active
,
Transmitted
, or
Ready to Transmit
 to prevent incoming transactions from displacing it as the active transaction that Workday uses for financial aid processing.
Workday automatically locks an ISIR transaction when you complete these business processes associated with the transaction:
  • Federal Verification Event
  • ISIR Action Items Event
  1. Access the
    ISIR
     report on the Financial Aid profile group of the student profile.
  2. From the related actions menu of the transaction, select
    ISIR Transaction
    Lock/Unlock ISIR Transaction
    .
  3. Select the
    Confirm
     check box.
When the student receives another ISIR transaction for the same award year and federal school code as the locked transaction and the locked transaction:
  • Is for the primary program of study of the student's reporting record, Workday flags the incoming transaction for further review.
  • Isn't for the primary program of study of the student's reporting record, Workday inactivates the incoming transaction.
An incoming ISIR transaction for the same award year and school code can override the lock if:
  • It has a higher transaction number.
  • It’s a correction file.
  • It initiates new action items.
  • The previous ISIR hasn't created any financial aid packages.
When Workday receives such a transaction, it automatically:
  • Unlocks and inactivates the previously active transaction.
  • Activates the incoming transaction.