1.    Purpose

These procedures will guide {INSERT TEAM NAME} through list process(es)

2.    Scope

The {INSERT 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

5.    Procedure

5.1.       Adding a Fund Group

Actors

• User with appropriate permissions
• Regent Award

Pre-condition

• Fund Group does not exist in Regent Award.
• Fund Group is added to the Fund_Setup_Template

Basic Flow

1. The user creates a Customer Zone (CZ) ticket requesting Regent to copy the Production data to the QA environment
2. Regent Account Manager updates CZ ticket once the restore is completed.
3. The user creates a Fund Group in the QA environment 
4. To navigate to Fund Group Setup follow 
   1. Click on Administration
   2. Click on Enterprise Setup
   3. Click on Institution Setup
   4. Click on Campus Setup
   5. Click on the Fund Group Setup
   6. Click on Add Fund Group
   7. Enter Fund Group Name, Fund Group External ID, and Fund Group Description
   8. Clicks on Add Limits
   9. Chooses Federal Award Year (Optional)
      1. Note: The Federal Award Year field is required for FAY scope funds, except if only a single data set is configured. If there is only a single data set it means that the amount(s) configured applies to all FAYs.
   10. Enters Max Amount Per Award Period
   11. Chooses Effective Start and End Date (Optional)
   12. Add Fund Association
       1. Note: All funds in a Fund Group must all have the same award period scope. For example, if the first selected fund is FAY-scoped and uses an Alternative FAY Schedule Jan 01 - Dec 31, then all additional funds in that Fund Group must also be FAY-scoped with the same Alt-FAY dates Jan 01 - Dec 31.
       2. Note: Only funds that do not have any rulesets assigned will be displayed in Available Funds.
   13. Click Save
   14. Navigates back to the Fund Group Setup grid and locates the newly added Fund Group
   15. Click the Program tab
   16. Click Edit
   17. Click Apply Fund Group to All Programs or select individual programs
   18. Click Save

1. After all the Fund Groups have been added, the user performs the following steps:
   1. Click on Administration
   2. Click on the Enterprise level
   3. Click on the Reload RNA Setup button

NOTE: After making changes to ANY section of the configuration setup, clicking on the Reload RNA Setup button will apply and activate the changes in the system. 

1. The user validates the updated information in QA.
2. Once the user validates the configuration and ensures accuracy, the user will make the same changes in Production.

Post-condition

• New Fund Group exist in Regent Award
• Fund Group will apply to packaging philosophy rules

6.    Workflow