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Learn more about the Financial Aid Persona

Financial Aid professionals are responsible for managing the distribution of financial resources to support learner access and success. They play a crucial role in evaluating learner eligibility, distributing funds, and ensuring compliance with financial regulations. By analyzing learner financial data and monitoring trends, financial aid teams can identify at-risk students, intervene with targeted support, and help ensure equitable access to education. Through data-driven insights and real-time reporting, financial aid professionals can make informed decisions to optimize resource allocation, improve operational efficiency, and enhance student outcomes.

Key Responsibilities

Challenges

Common Questions

Datasets

Logging in and updating information

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Most used datasets with critical data identified by Organizational Role.

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titleMost Critical Datasets for Financial Aid

IntelliBoard has identified the most used datasets with the most critical information for Financial Aid. Click the link below to learn more about each dataset.

Report: Learner Course Progress Monitoring

User Course Enrollment Verification

Dashboard: First Submission Monitoring

Learners Average Course Grade

Report: First Learner Submission (Assignment, Forum/Discussion, or Quiz)

Report: Last and Never Learner Submission (Assignment, Forum, Discussion, or Quiz)

Dashboard: Learner Success

Missing Learner Submission (Assignment, Forum/Discussion, or Quiz)

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https://intelliboard.atlassian.net/wiki/spaces/KB/pages/edit-v2/2621308929?draftShareId=d0672707-e082-4171-945b-9c0a4fd8a456#Datasets%3A

Library and My Datasets Overview

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