You had Compliance Engine questions, NASFAA has answers. Select a question to take you to the answer below. Don't see your question listed? We welcome your questions, feedback, and suggestions via the Compliance Engine Feedback Form.
Contact NASFAA's Membership Services to request a P&P Builder subscription.
Yes. Only NASFAA members can use the Compliance Engine.
The school must work with NASFAA's Membership Services to get the contractor added to the school's roster.
The Self-Evaluation Checklist module is free for all NASFAA members. The P&P Builder is included with a Value Plus NASFAA membership. Standard and Value members can request an invoice to add the P&P Builder subscription to their membership for $99/year, per institution.
If access expires due to unpaid invoices, data will be maintained and will be accessible again with a valid subscription.
The data is saved within a secure, encrypted, backed-up NASFAA cloud environment.
If you're feeling overwhelmed and not sure how to get started updating your policies and procedures manual, we can help. Fill out our Compliance Engine Feedback form to request a demo. Also, if you're heading to the 2020 NASFAA National Conference in Las Vegas, stop by the NASFAA booth for live demos and assistance with NASFAA staff.
NASFAA is pleased to offer options for schools that want help with this work from experienced professionals:
We welcome your questions, feedback, and suggestions via the Compliance Engine Feedback Form.
At the end of each section, there is an item titled "Reserved for Institution Use." This section is reserved for any institution-specific area of policies and procedures not covered in previous sections. It may be necessary to include several sub-sections of institution-specific content within this area. If there is no institutional content, simply leave the area blank, or mark the box "Complete as preferred."
At the end of the P&P Builder, there is an additional section titled "Reserved for Institution." This section is reserved for any institution-specific area of policies and procedures not covered in sections 1 through 16. For example, an institution may choose to place the policies and procedures for the administration of private and/or institutional scholarship programs in this section of the manual.
No. However, while there is not a way to delete a section, you can exclude sections from the PDF export.
Yes. You can add PDFs, Word documents, and images (including screenshots).
Yes. You can add links to files, websites, or anything else on the Internet. Alternatively, save or print the Excel or PowerPoint files as a PDF for upload.
Yes. You can search manuals, including both template and user-entered content, from the "My Manuals" page.
Annually. Because the Self-Evaluation Checklists serve as an audit tool, the items will be updated with information for the year that will be ending, i.e., by June 30, 2018 for the 2017-18 award year.
Yes. When you start a new manual, you'll be provided the option to roll over information from any existing manuals before making updates.
The P&P Builder makes it easy to move your manual from last year into the new year by selecting "Create a New Manual," naming it, and selecting a section. You will receive a prompt which asks you if you'd like to "Pre-fill with Existing Data." Select the previous version you'd like to bring information over from and proceed.
As many as you like; the yearly subscription is for an unlimited number of items. We recommend being descriptive in your manual names so it's clear what year and/or campus is covered by the manual.
Yes, you can assign whole sections, tabs, or individual items to multiple people in your office, or other offices at your institution. Since NASFAA's membership is institution-based, everyone at your school is a member. If a user doesn't appear in the assignment area, that person can create an account for themselves with your institution, or the primary contact at your institution can create it for them.
No. Each item, section, or entire manual can be assigned to one person at a time. You can assign individual items within a section to multiple people, and you can also move assignments as needed to collaborate.
No. Only the owner or primary contact at the institution can assign, unassign, or reassign items.
The Assignments dashboards in both modules detail assignments and completion status of those assignments. Users can also run a report to quickly scan data to determine completion.
No. Only one person can "own" the manual at a time; however, the primary contact at an institution can always resume ownership of the manual and assign out sections of the manual.
The primary contact (with NASFAA) for your school will have access, and this information should be updated with NASFAA's Membership Services. Owners should also transfer the manual to another staff member before their departure.
Anybody with an active login can view manuals, but can not make changes. Assignees can view the entire manual, but only make changes to their assigned sections. Only manual owners can make changes throughout the manual. If you'd like to prevent other roster members from viewing the manual, you can set it to private. This permits only owner and assignee access.
Yes. A PDF can be created, printed, and then stored on your school's intranet or internal drives.
In theory, but this is strongly not advised.
Yes. Simply uncheck the boxes of the sections or types of content you would like to exclude on the print screen.
The standard font for template text cannot be altered within the tool. Content entry areas have basic font formatting capabilities that need to be managed individually.
No. Once the manual is created in the tool, it can only be exported in PDF format.
Publication Date: 7/17/2019