Document a Professional Judgment Decision

What You'll Get

A formal professional judgment documentation statement — audit-ready, covering the circumstance, documentation reviewed, and basis for the adjustment — ready to paste into the student's file.

The Prompt

Draft a professional judgment documentation statement for a financial aid file. Circumstance: [describe the special circumstance in general terms — no student name]. Documentation reviewed: [list documents]. Decision: [describe the aid adjustment made]. Include: circumstance description, documentation reviewed, regulatory basis for the professional judgment, and the adjustment made. Formal professional tone. Under 200 words.

Tips

Never include student names or ID numbers in your AI prompts — use general descriptions ("student whose parent lost employment") to protect student privacy. The documentation write-up is the legally significant record; spend your 2 minutes reviewing the AI output carefully before adding it to the file.