Page Comparison

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5.1 Adding a Manual Award

Actors 

• Student

• User with appropriate permissions  

• Regent Award  

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1. The User navigates to Awards tab:

   1. Clicks Add Award button to open Add Award Wizard (AAW).
      NOTE: The User typically utilizes the AAW for funds not configured to be auto-packaged to create a manual award in an ‘Accepted’ or ‘Offered’ status for the eligible amount with disbursements in each payment period.
      

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   2. On Step 1 of the wizard, chooses the fund type and selects the period for the new award (e.g. loan period, academic year, payment period), and clicks Continue

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   3. On Step 2, sets the award status (e.g. ‘Accepted’, ‘Offered’ or ‘Estimated’), enters the offered New Offer and accepted Accepted amounts, and makes a note for the transactionaward.  Note:  If the offered New Offer amount is greater than the calculated eligibilityCalculated Eligibility amount, the Override ‘Override Eligibility Rules indicator Rules’ checkbox must be selected/checked. Users must have the appropriate permissions to select the Override Eligibility Rules. Selecting that checkbox will make the award a Manual award.

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   4. On Step 3, adds/updates the payment period amount(s) for the payment periods to which the award amounts are allocated.   Note:  The payment period amounts only need to be adjusted if they are different from Regent Award’s calculated amounts.

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   5. On Step 4, the User adds/updates the disbursement adjusted amount for each payment period, leaving disbursement status as ‘Scheduled’.  Note

      1. Notes: 

         1. The disbursement amounts only need adjusting if they are different from Regent Award’s calculated

      amounts

      1. 1. Scheduled Amounts.

      1. Note:

         1. Users can add disbursements during this step.

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   6. On Step 5, the User reviews the Academic Plan, award, and package to ensure the award has been added correctly and the resulting award package has properly updated other awards as expected.

      1. Clicks Finish to update the package and the Academic Plan.

   7. Clicks refresh Refresh in Awards Screen and selects a loan period from Analyze Loan Period to view newly added awardsaward

Post-condition 

• Manual Manually award is included in the student’s financial aid package.

  • Note: If Regent Award determines determined the correct eligibility and the User does did not change any New Offer, disbursement allocations, or Override Calculated Eligibility, the award will not be marked as Manual.

• The ‘Review Eligibility’ task may trigger if the calculated eligibility amount changes for a manual award.   

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Troubleshooting 

If resulting academic plan is not calculating as expected:

• Review other auto-packaged awards for accuracy

• Review packaging of other manual awards which may need to be adjusted

• Review packaging philosophy to confirm order of awarding and award amount calculation

Change Log