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

5 Procedure

5.1 Import Awards File 

Actors 

• User with appropriate permissions  

• Regent Award 

• Student Information System (SIS) 

Pre-condition

• Student is active in Regent Award 

• Import Award file is created from SIS for institutional awards and available for import into Regent Award 

Basic Flow

1. The Import Award file is imported into Regent Award via the Runbook schedule. 

2. The User: 

   1. Confirms the file imported successfully by navigating to the Process Log 

      1. Filters on the Process Type for “Import Awards and Disbursements (XML)” 

      2. Clicks on the most recent “Import Awards and Disbursements (XML)” file to display details

         Open

         
         Open

         

      3. Refers to the Managing System Errors OGB to resolve errors 

   2. Navigates to a student contained in the “Import Awards and Disbursements (XML)” 

      1. Reviews the Academic Plan 

         1. Awards imported as manual awards 

            1. Refers to the Manual Awarding OGB for additional details.  

         2. Confirms the award and amount are accurate by reconciling with SIS 

      2. Reviews the Award tab and selects the Analyze Loan Period option.  This option displays an AY view or selects individual payment periods

         1. Confirms the award is applied according to the Packaging Philosophy.  Refer to the Funds Setup Template on the School’s SharePoint site. 

            1. If the award amount needs to be modified, navigates to MAW by clicking on the pencil icon.  Refer to the Managing Award OGB for details.

Post-condition 

• Student is packaged accurately with institutional awards