SOP Title: Eligibility in the Academic Year or Single Term Loan | ||
Document #: {} | Revision #: 1.0 | Effective Date: MM/DD/YYYY |
Author: {NAME} | Reviewer: {NAME} | Approver: {NAME} |
1 Purpose
These procedures will guide {INSERT TEAM NAME} through list process(es)
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{INSERT ROLE or DEPT NAME} will be responsible for list action share.
4 Definitions
TERM | Definition |
Term | Definition |
5 Procedure
5.1 Eligibility in the Academic Year or Single Term Loan
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Student has a cross over period for loans in the Academic Year
Student does not have a prior year ISIR for the Academic Year (e.g. student’s cross over is 19-20 and 20-21 in the AY however student only has an ISIR for 21-22)
Basic Flow
The user:
Navigates to the student and Program Management Wizard (PMW) on the Academic Plan tab
Selects Action Type: Manage Academic Years/ Loan Periods
Clicks on Add Academic Year
Selects the Program from the Program drop down
Chooses the Academic Year from the Academic Year drop down
Changes the Federal Award Year e.g. student only has an ISIR for 20-21 therefore change the FAY from 19-20 to 20-21
Clicks Save
Once returned to the PMW screen, clicks Edit on the new Academic Year
Clicks on the Add Loan Period which is located near the bottom of the screen
Chooses the applicable term(s) by clicking on the green + icon
Clicks Save and Save again to exit the Modify Student Academic Year screen
Clicks Continue and Finish in the Program Management wizard (Note: The new loan awards should automatically package in the appropriate AY via the PMW. If the awards do not appear ensure all blocking tasks and documents have been “Completed” or “Waived”)
Navigates to the MAW and modify award amounts, if applicable, for the appropriate fund and new loan period. Refer to the Managing Awards OGB for additional details.
Updates the ‘Review Overlapping Period for Overaward task to “Complete”, when applicable
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Post-condition
Student is packaged using the updated loan period and eligible award amounts.
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