WGU Financial Aid- Tier 2 training moduleSales Force: Term Break Return Review Process

Students attending WGU are able to take a break in-between their terms. Generally for one to three months.
(3 months is the maximum)

When the student notifies WGU Term Break Department they intend to return from term break, the students file needs to be reviewed to approve them financially to return. Financial Aid Department representatives (Tier 2) will follow the steps in this training module to complete the process.

Once you have logged in to your home page in Sales Force you will need to select Term Break in the work-space selection menu.
WorkSpace selection menu

From the Home Tab in the Term Break Work-space select Student Processes from the the drop down menu.

Once you are in Student Processes: select TBR2

Financial Review (Finaid)

or TBR4 Return Not Approved (Finaid)

depending on which list you are working.


TBR2 will be the list of Financial Aid students that have notified the Term Break Department of their intent to return for the beginning of the next month. TBR2 are students that have not had any Finance Review completed yet for their return approval.

TBR4 will be the list of Financial Aid students that have been reviewed previously in (TBR2) and were not approved upon first review.

Term Break Return Not Approved

Student has FA requirements that have not been completed. Student will have balance after FA disburses.

Term Break Return Approved

Student has all FA requirements completed Student will have no balance due after FA disburses

Student is a Self Pay Student

Student does not have enough funding available Student is currently in Termination status for SAP

If there are no outstanding requirementsThe student can be approved to return from Term Break

If there are unsatisfied requirements Select: FA not approved from the drop down menu: Term Break review

E-mail student to notify them of the needed documents

 Select the stage drop down menu Click on the student name to open the file

 Select TB Return Approved from the drop down menu

 Select TB Return Not Approved

Select Quick EMail from student profile

From the e-mail page select the appropriate email from the drop down menu

kshields1@wgu.edu wmartin@wgu.edu mcollingw@wgu.edu janderson@wgu.edu