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 Manually adding a Break for a Student

Actors

• User with appropriate permissions

• Regent Award

Pre-condition

• Student has a student-level break that is not pre-configured in Regent Award, e.g. Leave of Absence (LOA) or Conformation of Return (CORE)

• The break was not submitted via the SBL.

Basic Flow

• NOTE: The manual addition of a student break should occur only in extenuating circumstances. Every attempt to ensure breaks are being sent on the SBL correctly should occur prior to a manual override.

1. The User:

   1. Navigates to the Academic Plan tab for the student and clicks on ‘Student Breaks’

      1. Open

         

   2. Clicks ‘Add Student Break’

   3. Selects break type (i.e. Type = LOA, CORE, Unapproved or Administrate) via the dropdown

   4. Enters ‘Reason for Break’

   5. Enters ‘External Break ID’, if applicable

   6. Selects the ‘Approved’ box, if applicable

   7. Enters ‘Break Start Date’

   8. Enters ‘Break End Date’

   9. Enters applicable notes in the ‘Note field’

   10. Clicks Save

   11. Clicks Repackage OR clicks Close and repackages with the Modify Academic Plan (MAP) Wizard

       Open

       

   12. Clicks Refresh on the Academic Plan screen

   13. Ensures the break bar appears on the Academic Plan

Post-condition

• Student’s break is updated in Regent Award.

• Disbursements will disburse according to the schools ‘Fund Disbursement During Breaks’ configuration setting.

Change Log