How to Process a New EOPS Student

Summary

This job aid will walk you through the process of adding a new EOPS student.

Introduction Info

Students will be invited to apply to EOPS through the system once they submit a financial aid application and have an active college application on file. Please see X06 - EOPS Invite to Apply email.

	Instructions

	Instructions
1	Upon receipt of an EOPS application (online or in-person). Navigate to: MIS/320 Reporting → MIS Data Collection → Student EOPS Data
2	You will be prompted to search for a person. To ensure that the student is a new student, please type in their student ID in the EMPLID field, the campus you are at in the Campus field, and then click on "Search"
3	If you see a list of values, the student is a continuing, or returning student. Based upon your college's business process, you can either process this student as a new student or as a continuing student. If this is a continuing student, please see "How to Process a Continuing EOPS Student".
4	If you do not see any values, or you wish to process the application as a new EOPS student, click on the "Add a New Value" tab.
5	Type in the CSID (EMPLID). The system will default the appropriate campus based on their financial aid application and their student education plan. Then, enter in the reporting term that you will be processing the student. If you see the Campus field populate a different campus, STOP, do not continue and refer the student to the other campus or have them change their financial aid application. Terms Are: 2197- Fall 2018 2203 - Spring 2019 2205- Summer 2019 Click on Add.
6	You should see the EOPS page for the semester you just created as shown below. Click on Save to create your entry. You may see a warning message if the student is not enrolled in any units. This message is just to notify you that the student is not enrolled in the reporting term.
7	To process the application, click on the 3C Status tab and look for the XAPPN checklist item. The status should be "initiated" which indicates the application has not yet been received. If you do not see the checklist item, the student was not yet invited to EOPS. This might indicate that they did not submit a FAFSA application, or at the time was not pre-screened to be eligible for EOPS (e.g. not a California Resident). If you do not see this checklist, you need to add it manually by clicking on the checklist icon in the top, and entering in the XEOPSN checklist code. Click on the XAPPN checklist item code. Be sure you enabled pop-ups in your browser for the next step to work.
8	You will be brought to the checklist item in Campus Solutions. In the Status box, change the status to "Received" for processing to occur.
9	Click on "Save"
10	To verify, click on "Return to Search" and bring up the student record again to see the updated information. Click on the EOPS Information tab to enter in appropriate comments if needed. The student should now appear on the EOPS Technician report for reviewing applications. Please refer to: How to Review EOPS Applications (Accept/Decline)