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 Eligibility in the Academic Year or Single Term Loan

Actors

• Student

• User with appropriate permissions

• Regent Award

Pre-condition

• Student has a cross over period for loans in the Academic Year

• Student does not have a prior year ISIR for the Academic Year (e.g. student’s cross over is 19-20 and 20-21 in the AY however student only has an ISIR for 21-22)

Basic Flow

• 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

Open

Open

Post-condition

• Student is packaged using the updated loan period and eligible award amounts.

Alternative Flow

• The user determines that no adjustment to the awards are needed.