Restructure the Summary Report to be more useful for the school user.

Based on my experience in financial aid, and after working with Smart Aid schools, I believe we could restructure the Summary Report to better meet the needs of the school user in terms of applicable and relevant data.  I have attached a sample current report version and restructured version here, and here are the highlights:  1) remove columns with no meaning such as Qualification Code and Scholarship 2) include the steps from the HRI section of the family report so the school can see how we arrived at the HCE quickly and easily 3) add Special Circumstances info.

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  • Jun 25 2018
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