Overview

The

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This file typical contains institutional awards and disbursements, like scholarships or grants that the school packages in their Student Information System (SIS.)  The awards and disbursements included in this file will be applied to the student's "Academic Plan."  Importing this information assists Regent Award with accurately packaging students up to the appropriate costs. The awards will be applied by Regent Award according to the configured packaging philosophy. 

Note that if the fund is configured to disburse by Regent Award only historic disbursements should be provided on the file. 

XML Schema and Data Dictionary

• Import Awards and Disbursements Data Dictionary 
• Import Awards and Disbursements XML Schema File

Import Awards File

Pre-condition

• Student is active in Regent Award
• Import Award file is created from SIS for institutional awards and available for import into Regent Award

Basic Flow

1. The Import Award file is imported into Regent Award via the Runbook schedule.
2. The user:
   1. Confirms the file imported successfully by navigating to the Process Log
      1. Filters on the Process Type for “Import Awards and Disbursements (XML)”
      2. Clicks on the most recent “Import Awards and Disbursements (XML)” file to display details
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3. Navigates to a student contained in the “Import Awards and Disbursements (XML)”
   1. Reviews the Academic Plan
      1. Awards imported as manual awards
      2. Confirms the award and amount are accurate by reconciling with SIS
   2. Reviews the Award tab and selects the Analyze Loan Period option. This option displays an AY view or selects individual payment periods
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   3. Confirms the award is applied according to the Packaging Philosophy. 
      1. If the award amount needs to be modified, navigates to MAW by clicking on the pencil icon. 
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Import Task Updates process in Regent allows clients to update Priority, Assignee, Due Date, Current Status, and Note data values for existing tasks, in bulk, via XML file import. 

XML Schema

• The following schema should be used to create XML files to be imported for the Import Task Updates process:

  • Import Task Updates (need file)

Import Task Updates Process

The ‘Import Task Updates’ process is available on the Processes page in Regent for users with ‘Import Task Updates’ permission. The permission is found under Global Permissions>Process Permissions>Import Processes>Import Task Updates.

On the Import Task Updates Process screen, users should select the XML to be imported, per the schema linked above. The file MUST contain Task ID and External ID values for each task to be updated. If the any of the following values for the Task ID and External ID are sent on the import file, the existing values for these data elements will be overwritten:

1. Priority

2. Assignee

3. Due Date

4. Current Status

5. Note

Data values sent on the XML must pass validation before an existing value can be overwritten. The following validations are in place within the process:

1. Priority: must contain a valid value.

   1. Urgent

   2. High

   3. Medium

   4. Low

2. Assignee: must match existing user name in the system for the Enterprise.

3. Due Date: must be in MM/DD/YYYY format.

4. Current Status: must contain a valid value.

   1. OPEN

   2. INPROCESS

   3. COMPLETED

   4. WAIVED

   5. CLOSED

   6. REVIEWED

   7. REOPENED

   8. ONHOLD

5. Note: must not exceed 1,000 characters.

Process Log

A process log entry will be presented for each run of the Import Task Updates process. If any Priority, Due Date, Status, or Note values are invalid, the process will error.

If there is no match to Task ID AND External ID 1, and/or the Assignee value does not pass validation, no updates will be made for the record and the reason will display as a Message on the Student tab of the Process Log.