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.

{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.

TERM	Definition
Term	Definition

The user navigates to the Awards tab of a student record:
1. Clicks on Adjust Resource
2. Clicks on Add Adjustments
3. Enters the resource name
4. Enters the amount or chooses the percentage of COA
5. Chooses the COA type such as tuition and fees
6. Chooses the source and type
7. Decides if EFC (SAI) should be replaced
8. Decides if Force COA Recalculation should be selected.
  1. 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)
9. Selects a payment period
10. Adds notes as appropriate
11. Clicks Save
Clicks on Repackage
1. 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
1. 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
1. Note: The new resource will also display in the grid at the top of the Awards tab.