Maintain Student Documents

Create categories for student documents from the

Maintain Document Categories

task.

Create types for document categories from the

Maintain Student Document Types

task.

Make sure that the

Configure Profile Group Personal for Student

report includes 2 Documents
items in the

Report

column.

Security: Domains in the Student Core functional area:

Manage: Add Student Documents

Manage: Delete Student Documents

Manage: Edit Student Documents

Self-Service: Add Student Documents

Self-Service: Delete Student Documents

Self-Service: Edit Student Documents

You can manage student documents from the

Maintain Student Documents

report. You can also access the

Student Documents

report on the

Documents

profile group of the student profile.

You can add, delete, or edit student documents only if you have security access to the:

Academic Unit/Academic Level of the Document Type.

Document Category.

Applicable domains.

Students can manage their documents from the

Maintain My Student Documents

report. They can also view documents on the

Documents

report on the

Personal

profile group of the student profile.

Students can view their own:

Accommodations documents added through the business process.

Residency documents added through the business process.

Residency questionnaire documents.

Application documents.

Reviewed documents during Student Onboarding
, Continuing Student Registration Onboarding
, and Payment Election Enrollment
business processes

Person documents uploaded during personal information change related business processes.

Completed Action Items for:

Financial Aid records.

Student Aid Verification Event.

Student Application.

Student Onboarding Event business process.

Access the

Maintain Student Documents

report.

Add, delete, or edit documents.

You can't delete or edit documents attached through business process events.

You can only add ad hoc documents that are directly attached to the student profile.

Members of the segment-based security groups can only maintain the documents in the specified categories. They can't delete or edit documents if they don't have the security access on the applicable domains.