SOP Title: Add/ Adjust Resource | ||
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)
2. Scope
The {INSERT CLIENT TEAM NAME} will be impacted by this procedure.
3. Roles and Responsibility
{INSERT ROLE or DEPT NAME} with a {define role} will be responsible for list action
{INSERT ROLE or DEPT NAME} will be responsible for list action share.
4. Definitions
TERM | Definition |
Term | Definition |
5. Procedure
5.1. Manually Add/ Adjust Resources
Actors
- Student
- User with appropriate permissions
- Regent Award
Pre-condition
- Student has received funds from an outside resource
Basic Flow
- The user navigates to the Awards tab of a student record:
- Clicks on Adjust Resource
- Clicks on Add Adjustments
- Enters the resource name
- Enters the amount or chooses the percentage of COA
- Chooses the COA type such as tuition and fees
- Chooses the source and type
- Decides if EFC should be replaced
- Decides if Force COA Recalculation should be selected.
- When this option is chosen, the COA for this student will be recalculated, for the Payment Period selected (even if the payment period is closed). This will override the "COA Freeze" options on Institution/Campus setup. This field should only be available if the adjustments is being made to a student is enrolled in a student enrolled in a TERM program. (i.e., this is not applicable to non-term programs)
- Selects a payment period
- Adds notes as appropriate
- Clicks Save
- Clicks on Adjust Resource
- Clicks on Repackage
- Note: If adding resources for another payment period within the same AY, the user will need to follow the steps above. Resources can only be added to one payment period at a time.
- Note: If adding resources for another payment period within the same AY, the user will need to follow the steps above. Resources can only be added to one payment period at a time.
- Navigates back to Analyze Loan Period on the Awards tab for the payment period selected above
- Note: In Regent Award the Analyze Loan Period selection also displays the AY.
- Note: In Regent Award the Analyze Loan Period selection also displays the AY.
- Reviews the Manual Resource line in the COA details grid to ensure accuracy
- Note: The new resource will also display in the grid at the top of the Awards tab.
- Note: The new resource will also display in the grid at the top of the Awards tab.
Post-condition
- Student is packaged accurately with need reduced by the received resource.