{"id":1659,"date":"2025-06-12T09:35:42","date_gmt":"2025-06-12T13:35:42","guid":{"rendered":"https:\/\/sites.bu.edu\/sis-training\/?p=1659"},"modified":"2026-05-22T12:20:50","modified_gmt":"2026-05-22T16:20:50","slug":"student-records-for-financial-aid-staff","status":"publish","type":"post","link":"https:\/\/sites.bu.edu\/sis-training\/student-records-for-financial-aid-staff\/","title":{"rendered":"Student Record Data for Financial Aid Staff"},"content":{"rendered":"<p>Financial Aid staff can access certain Student Records pages in the Student Information System in order to view relevant academic information. This resource provides information on how to access a student&#8217;s enrollment status and program\/plan information.<\/p>\n<p style=\"border-top: 10px solid #669999; text-align: right; margin-block-end: 0px;\"><a href=\"https:\/\/sites.bu.edu\/sis-training\/mybu-student-glossary\/\" rel=\"noopener noreferrer\" title=\"Glossary\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2025\/06\/Glossary-icon.png\" alt=\"Glossary Icon - Click here for MyBU Student Glossary.\" width=\"55px\" height=\"55px\" \/><\/a><\/p>\n<h4 style=\"margin-block-start: 0px;\">Introduction<\/h4>\n<p>Due to security regulations, Financial Aid users may have somewhat restricted access to students&#8217; academic data. However, these users can access the <strong>Enrollment Summary<\/strong> and <strong>Student Program\/Plan<\/strong> pages within the Records and Enrollment modules of MyBU Student to verify a student&#8217;s basic academic data.<\/p>\n<p>\u24d8 <strong>NOTE<\/strong>: Financial Aid staff can also verify the dates a student added\/dropped a class using the Customer Accounts page, which is part of the Student Financials module of the SIS. A resource on this functionality can be found <a href=\"https:\/\/sites.bu.edu\/sis-training\/financial-aid-staff-view-dates-a-student-added-dropped-a-class\/\" rel=\"noopener\" target=\"_blank\">here<\/a>.<\/p>\n<p style=\"padding: 10px; margin: 20px 20px 20px 20px; line-height: 1.2; border: 1px solid black;\"> \u26a0\ufe0e Screen options and menus will vary by user; please note that displays may differ for you based on access that has been granted. All screens shown are for training purposes only.<\/p>\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Navigation<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>The Student Records pages in this guide are accessed through <strong>MyBU Student Full Site<\/strong>. <\/p>\n<ol>\n<li>Upon login, if the MyBU Student Dashboard is the default, scroll to the bottom of the left-side menu to select the <strong>Full Site<\/strong> item.<\/li>\n<p><a href=\"\/sis-training\/files\/2026\/05\/HP-menu-for-staff-nav-to-Full-Site.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/05\/HP-menu-for-staff-nav-to-Full-Site-473x636.png\" alt=\"Example of left-side menu from MyBU Student dashboard with Full Site selected.\" width=\"236\" height=\"318\" class=\"aligncenter size-medium wp-image-7849\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/HP-menu-for-staff-nav-to-Full-Site-473x636.png 473w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/HP-menu-for-staff-nav-to-Full-Site.png 478w\" sizes=\"(max-width: 236px) 100vw, 236px\" \/><\/a><\/p>\n<li>The appropriate Staff Homepage will display (this may be the default upon login for some staff). Navigate to the desired page using search bar, or click the top-right compass icon to access the menu.   <\/li>\n<p><a href=\"\/sis-training\/files\/2026\/05\/Sample-Full-Site-Homepage-for-FA-Staff.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/05\/Sample-Full-Site-Homepage-for-FA-Staff-636x269.png\" alt=\"Example full site Staff Homepage, highlighting location of search bar and navigation menu.\" width=\"636\" height=\"269\" class=\"aligncenter size-medium wp-image-7850\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Sample-Full-Site-Homepage-for-FA-Staff-636x269.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Sample-Full-Site-Homepage-for-FA-Staff-1024x433.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Sample-Full-Site-Homepage-for-FA-Staff-768x325.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Sample-Full-Site-Homepage-for-FA-Staff.png 1245w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<\/ol>\n<p style=\"padding-bottom:0px; margin-bottom:0px;\">The navigation pathways for the pages described in this resource are:<\/p>\n<ul>\n<li>Records and Enrollment > Enrollment Summaries > <strong>Enrollment Summary<\/strong> <\/li>\n<li>Records and Enrollment > Career and Program Information > <strong>Student Program\/Plan<\/strong> <\/li>\n<\/ul>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Verify Enrollment<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>To look up a student to verify their enrollment for a particular Term:<\/p>\n<ol>\n<li>Navigate to the <strong>Enrollment Summary<\/strong> page.<\/li>\n<li>On the search screen, enter the student&#8217;s BUID and their Academic Career if known (e.g., Undergraduate, Graduate). Then click <strong>Search<\/strong>.\n<ol type=\"a\" style=\"margin-left:1rem;\">\n<li>Remember, it\u2019s possible for a student to have more than one Career, so entering the career may help narrow down search results.<\/li>\n<li>Users can also search for a specific Term if desired. However, leaving the Term field blank will allow the user to scroll through all applicable terms for the student when viewing the Enrollment Summary.<\/li>\n<\/ol>\n<\/li>\n<p><a href=\"\/sis-training\/files\/2026\/05\/Enrollment-Summary-1-Search.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/05\/Enrollment-Summary-1-Search-636x313.png\" alt=\"Enrollment Summary search screen, with ID and Academic Career fields highlighted.\" width=\"636\" height=\"313\" class=\"aligncenter size-medium wp-image-7866\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-1-Search-636x313.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-1-Search-1024x504.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-1-Search-768x378.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-1-Search.png 1444w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<li>Scroll down to view the Search Results, which will show one row for each applicable Term for the student. Click on a row to view the enrollment summary for that Term.<\/li>\n<p><figure id=\"attachment_7867\" aria-describedby=\"caption-attachment-7867\" style=\"width: 646px\" class=\"wp-caption aligncenter\"><a href=\"\/sis-training\/files\/2026\/05\/Enrollment-Summary-2-Search-Results.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/05\/Enrollment-Summary-2-Search-Results-636x149.png\" alt=\"Example of Enrollment Summary search results with arrows pointing to the columns that show Term.\" width=\"636\" height=\"149\" class=\"size-medium wp-image-7867\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-2-Search-Results-636x149.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-2-Search-Results-1024x240.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-2-Search-Results-768x180.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-2-Search-Results-1536x359.png 1536w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-2-Search-Results-2048x479.png 2048w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><figcaption id=\"caption-attachment-7867\" class=\"wp-caption-text\">Click on the image above to view larger (then click the browser \u2018Back\u2019 button to return to this page).<\/figcaption><\/figure><\/p>\n<li>The Enrollment Summary tab will display, listing the student&#8217;s class enrollments for the selected Term.\n<ul style=\"margin-left:1rem;\">\n<li>Note that the Enrollment Details section will default to only show 3 lines (i.e., 3 classes). Click <strong>View All<\/strong> to see all enrollment for the term.<\/li>\n<li>If multiple terms were shown in the search results, users can scroll through all applicable terms by using the &#8216;Previous in List&#8217; \/ &#8216;Next in List&#8217; buttons.<\/li>\n<li>The Term Statistics tab is not needed to verify enrollment. It contains the student&#8217;s unit (credits) and GPA statistics for the term.<\/li>\n<\/ul>\n<\/li>\n<p><a href=\"\/sis-training\/files\/2026\/05\/Enrollment-Summary-3-View.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/05\/Enrollment-Summary-3-View-636x248.png\" alt=\"Example of Enrollment Summary, highlighting option to view all rows and scroll between search results.\" width=\"636\" height=\"248\" class=\"aligncenter size-medium wp-image-7869\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-3-View-636x248.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-3-View-1024x399.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-3-View-768x300.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Enrollment-Summary-3-View.png 1328w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<\/ol>\n<p>\u24d8 <strong>NOTE<\/strong>:The Enrollment Summary will only display classes the student has been officially enrolled in. For instructions on how to see classes a student dropped, along with the dates classes were added\/dropped, <a href=\"https:\/\/sites.bu.edu\/sis-training\/financial-aid-staff-view-dates-a-student-added-dropped-a-class\/\">click here<\/a>.<\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Verify Program\/Plan<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>To verify the student&#8217;s academic program\/plan (e.g., their major):<\/p>\n<ol>\n<li>Navigate to the <strong>Student Program\/Plan<\/strong> page.<\/li>\n<li>On the search screen, enter the student&#8217;s BUID and click <strong>Search<\/strong>.\n<ol type=\"a\" style=\"margin-left:1rem;\">\n<li>Users may also search by entering the student\u2019s National ID (SSN), and\/or Last Name\/First Name, if UID is unknown.<\/li>\n<\/ol>\n<\/li>\n<p><a href=\"\/sis-training\/files\/2026\/05\/Student-Program-Plan-1-Search.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/05\/Student-Program-Plan-1-Search-636x297.png\" alt=\"Student Program\/Plan search screen.\" width=\"636\" height=\"297\" class=\"aligncenter size-medium wp-image-7875\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-1-Search-636x297.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-1-Search-1024x478.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-1-Search-768x358.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-1-Search.png 1458w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<li>The Program\/Plan page will open on the Student Program tab, with Student Details displayed. Here, the Academic Program can be verified.<\/li>\n<p><a href=\"\/sis-training\/files\/2026\/05\/Student-Program-Plan-2-Program.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/05\/Student-Program-Plan-2-Program-636x326.png\" alt=\"Example of Student Program tab, highlighting where to find Academic Program.\" width=\"636\" height=\"326\" class=\"aligncenter size-medium wp-image-7877\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-2-Program-636x326.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-2-Program-1024x524.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-2-Program-768x393.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-2-Program.png 1471w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<li>To verify the student&#8217;s Academic Plan, switch to the <strong>Student Plan<\/strong> tab.<\/li>\n<p><a href=\"\/sis-training\/files\/2026\/05\/Student-Program-Plan-3-Plan.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/05\/Student-Program-Plan-3-Plan-636x392.png\" alt=\"Example of Student Plan tab, highlighting where to find Academic plan.\" width=\"636\" height=\"392\" class=\"aligncenter size-medium wp-image-7878\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-3-Plan-636x392.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-3-Plan-1024x632.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-3-Plan-768x474.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/05\/Student-Program-Plan-3-Plan.png 1169w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Related Resources<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>The following links provide further details about certain elements described on this page. Note that in MyBU Student, the Term as it pertains to the academic calendar can differ from the concepts of Aid Year and FA Term.<\/p>\n<ul>\n<li><a href=\"https:\/\/sites.bu.edu\/sis-training\/term-concept-in-mybu-student\/\" rel=\"noopener\" target=\"_blank\">Term Concept in MyBU Student<\/a><\/li>\n<li><a href=\"https:\/\/sites.bu.edu\/sis-training\/academic-structure\/\" rel=\"noopener\" target=\"_blank\">Academic Structure<\/a><\/li>\n<li><a href=\"https:\/\/sites.bu.edu\/sis-training\/financial-aid-staff-view-dates-a-student-added-dropped-a-class\/\">View Dates a Student Add\/Dropped a Class<\/a> (using the Customer Accounts page)<\/li>\n<\/ul>\n<p><\/div>\n<\/div>\n\n<p>Page last updated May 2026. To download a PDF copy of this resource, print this webpage as a PDF.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financial Aid staff can access certain Student Records pages in the Student Information System in order to view relevant academic information. This resource provides information on how to access a student&#8217;s enrollment status and program\/plan information. Introduction Due to security regulations, Financial Aid users may have somewhat restricted access to students&#8217; academic data. However, these [&hellip;]<\/p>\n","protected":false},"author":24752,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[36,49,27,43],"_links":{"self":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts\/1659"}],"collection":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/users\/24752"}],"replies":[{"embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/comments?post=1659"}],"version-history":[{"count":15,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts\/1659\/revisions"}],"predecessor-version":[{"id":8080,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts\/1659\/revisions\/8080"}],"wp:attachment":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/media?parent=1659"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/categories?post=1659"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/tags?post=1659"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}