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].

4 Definitions

5 Procedure

5.1 Adjusting the Cross-Over FAY for FAY Funds

Actors

• Student

• User with appropriate permissions

• Regent Award

Pre-conditions

• Student’s Pell is currently packaged for crossover (Summer) term/ payment period

• Student has both ISIRs from which funds may be applied to crossover term/ payment period on file

• The user determined the scheduled Pell award in the crossover period should be changed.

Basic Flow

1. The user navigates to the Academic Plan tab of the student record

   1. Click on Modify Academic Plan

   2. Click on ‘Advanced Packaging’ (Modify Academic Plan: Step 1)

   3. Click on "Select" box dropdown under the Override column and change award year

      1. Applicable FAY to which award will be changed should be checked. i.e. if crossover period should be awarded 2018-19 Pell, select ‘Set to 2018-2019’ box

   4. Click Continue (Modify Academic Plan: Step 2)

   5. Review Academic Plan and awards for student and click ‘Finish’ (Modify Academic Plan: Step 3)

   6. Click ‘Refresh’ to view the updated Academic Plan for the student

Post-conditions

• Academic Plan has been updated with Pell being packaged for the Summer crossover period using the FAY Override.

Alternative Flow

• To remove the ‘Set FAY Override’ the user follows the steps above

• Removes the check mark from the appropriate override

• Clicks ‘Finish’
  
  

Open

Open

5.2 Adjusting the Academic Plan Anticipated Units by Term/ Payment Period

Actors

• Student

• User with appropriate permissions

• Regent Award

Pre-conditions

• Student is set to the anticipated number of units configured for the selected term/ payment period.

• Student's maximum future enrollment will be less than full time and the user would like to determine the length of time to complete the program.

• Student requires a manual update to term/ payment period units

Basic Flow

1. The user navigates to the Academic Plan tab in the student record

   1. Click on ‘Modify Academic Plan

   2. Click on ‘Advanced Packaging’ (Modify Academic Plan: Step 1)

   3. Click on the down arrow to select the number of anticipated units or manually enter anticipated units (e.g. 6) for the desired term/ payment period e.g. Spring 2020) under the ‘Units’ column.

   4. Click ‘Continue’ (Modify Academic Plan: Step 2)

   5. Review Academic Plan and awards for student and click ‘Finish’ (Modify Academic Plan: Step 3)

   6. Click ‘Refresh’ to view the updated Academic Plan for the student

Post-conditions

• Academic Plan updated with adjusted Anticipated Units for selected term/ payment period with the applicable enrollment status.

Alternative Flow

• The user selects the Reset Anticipated Units anticipated units to set the Academic Plan back to the original state as configured in the program setup and packages the student via MAP Advanced Packaging.