1. Home Page:
    1. Application Status Timeline 
    2. Geographic Distribution (Map)
    3. Top 5 Recent Status Updates
    4. How to Access Prior Year Data
  2. Families:
    1. Manage Families:
      1. Family and Student Code Toggle 
      2. Individual Tuition Rate Update 
      3. Application Details 
      4. Document Upload on the Behalf of a Family 
      5. Document Viewing 
      6. Application Notes 
    2. Recent Status Updates (expanded from the top 5 on the Home Page)
    3. Enrollment Verification 
    4. Reports 
      1. Summary Report
        1. Student Calculated Need
        2. Household Refined Income
        3. Household Contribution to Education
      2. Family Report
      3. Missing Documents Report
      4. Family Contact Report: Provides all the contact info for the families.
  3. Budgets:
    1. Manage Budgets:
      1. Adding Budgets
      2. Running Budgets
      3. Editing Award Amounts
      4. Updating Budgets (gather new applicant data/redistribute suggestion amounts)
      5. Finalizing Budgets
      6. Send to Smart
      7. Budget Mapping
  4. Awards:
    1. Manage Awards
    2. Award Letters
  5. Settings:
    1. Family and Student Codes
    2. Tuition Rates and Discounts
    3. Manage Users (Create new school users)
      1. Different User Roles
    4. Deadlines
    5. Create Custom Application Questions
    6. General School Settings: Read-only fields for school users.  For assistance adjusting these items, please contact the Support Team.