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  • The user:

    1. Navigates to the student and Program Management Wizard (PMW) on the Academic Plan tab 

      1. Selects Action Type: Manage Academic Years/ Loan Periods

      2. Clicks on Add Academic Year

      3. Selects the Program from the Program drop-down

      4. Chooses the Academic Year from the Academic Year drop-down

      5. 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

      6. Clicks Save

      7. Once returned to the PMW screen, clicks Edit on the new Academic Year

      8. Clicks on the Add Loan Period which is located near the bottom of the screen

      9. Chooses the applicable term(s) by clicking on the green + icon

      10. Clicks Save and Save again to exit the Modify Student Academic Year screen

      11. 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”)

    2. 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.  

    3. Updates the ‘Review Overlapping Period for Overaward task to “Complete”, when applicable

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titleChange Log

Date

Description of Change

Editor

5/17/24

Moved document to CZKB

H. Smith

5/29/2024

Minor Text Updates

Jen Dewey