Departmental Aid and SAFM Toolkit

Responsibilities and TrainingResponsibilities and Training:

Note: Individuals in Law, Med, Darden, SCPS, and Commerce who enter graduate and/or professional awards through departmental awarding at the school or departmental level should refer to the Financial Aid Toolkit.

Find the row(s) that match the employee’s job duties. Request the corresponding Responsibility(s) in ESHARP and enroll in Training Learning Paths and/or classes. *If you are not requesting the UV FA SAFM User role but need department financial aid and student finance reporting data, please request access to the appropriate UBI modules via ESHARP. For more information, see the “Getting Started” section of the UBI website: http://ubi.virginia.edu/get-started.

Responsibility Job Duty Description Training
UV FA SAFM User Users who work with the Student Aid Funding Module at the school or departmental level in GSAS, SEAS, SON, Curry, BIMS, and Architecture.

Note that your ESHARP request for this responsibility automatically includes UBI reporting responsibilities. There is no need to request them separately or to take other than the FA SAFM User learning path.

There are three levels of access, School Admin, Dept Admin, Dept User.

Dept. User – can enter awards in SAFM Award Page. Marks awards Ready. Cannot unmark Ready. Has view only access to the target page.

Dept. Admin – can enter/modify targets and awards for their org. Marks awards ready and processed, can unmark Ready.

School Admin - can enter/modify targets and awards for their org(s). Can mark all statuses. Also approves all awards for their school.
Required Learning Path:

FA SAFM User-SIS

Instructions for Completing a Learning Path
UV FA SAFM Viewer Provides access to the users who need to view the departmental award data (award page and target setup). Required Learning Path:

FA SAFM Viewer-SIS

Instructions for Completing a Learning Path
UV FA SAFM SFS Viewer Provides access to central administrative users who need to view the departmental award data (award page and target setup). Required Learning Path:

FA SAFM SFS Viewer-SIS

Instructions for Completing a Learning Path

*Has conflicting responsibilities.

If you do not see the responsibility listed check the SIS Specialized and/or Central Responsibilities.

WorkshopsWorkshops

Current SIS Departmental Aid users should take advantage of the Department Aid User Group (DAUG) meetings held regularly. Review the Departmental Awarding Resources page for more information.

Training ResourcesTraining Resources

Departmental Awarding Resources Page

ContactsContacts

HelpNeed Help?

General help:
Phone: (434) 924-HELP (4357), menu option 2
Email: 4help@virginia.edu and copy Sarah Doran (sbj3w) and Meg Harris (msh8n).

Training help: For assistance with enrollment please contact the HR Service Center at (434) 982-0123. For questions regarding training contact: systeam@virginia.edu