What are Financial Aid Action Items and how do I complete them?

For a full explanation of Financial Aid Action Items and directions on how to complete them, please watch the Action Items chapter of the Financial Aid in Workday Student training video.


When additional documents are needed to complete your financial aid application, these items will be listed in your Workday Inbox as "Action Items." To view the details of each Action Item, open your Workday Inbox. Each Action Item includes a description of the documents PBSC needs and what you will need to do to submit them to the Office of Financial Aid successfully. If you need to fill out a form on an external website to complete an Action Item, we will provide you with a link that you can click on to access the form online. Also, if you need to provide PBSC with a document, the Action Item allows you the opportunity to directly upload your document and submit it to us digitally. This can be as simple as attaching a picture of the document you took with your phone or uploading a PDF. Once you upload your document, the Action Item is considered complete and is sent to the Office of Financial Aid for review.

The Office of Financial Aid will review your documents and if we have any questions or need clarification, we will send you questions through your Workday Inbox. Once all of your Action Items have been reviewed and are complete the Office of Financial Aid will work on preparing your Financial Aid Award Package.


For assistance with accessing and submitting the Federal Verification Worksheet Action Item, please refer to our training aid


NOTE: Be sure to check your Inbox regularly for any Action Items that may be awaiting your attention. It is best to check this daily during your Admissions and Financial Aid Eligibility periods each semester.


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