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Administrator Guide
Last Updated: 2023-06-23
Configure ISIR Processing Policies

Configure ISIR Processing Policies

Security:
Manage: ISIR Processing Policy
 domain in the Financial Aid functional area.
Configure when to activate Institutional Student Information Record (ISIR) transactions for recently admitted or newly matriculated students. ISIRs must be active before you can assign action items, calculate cost of attendance, and package financial aid for students. If you don't configure an ISIR processing policy, Workday automatically progresses ISIRs when students matriculate.
  1. Access the
    Configure ISIR Processing Policy
     task.
  2. As you complete the task, consider:
    Option Description
    ISIR Progression Configuration
    Select when you want a student’s ISIR to go from
    Inactive
     to
    Active
    .
    Action Item Configuration for Rejected ISIRs
    Select whether you want to process action items for rejected ISIRs.
    ISIR Action Item Delay System User
    Select an unconstrained integration system user that is a part of a user-based security group for financial aid.
    Selecting a user on this prompt enables the ISIR Action Item Evaluation Delay task to run when configured on either of these events:
    • Federal Verification
    • ISIR Action Item
    You must configure an ISIR processing policy for ISIR action item delay to work.
After you configure an ISIR processing policy, Workday continues using the same policy for all subsequent award years until an award year has a different policy.