Packaging Grid Override
SOP Title: Packaging Grid Override | ||
Document #: {} | Revision #: 1.0 | Effective Date: MM/DD/YYYY |
Author: {NAME} | Reviewer: {NAME} | Approver: {NAME} |
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
TERM | Definition |
Term | Definition |
5 Procedure
5.1 Adding a Packaging Grid Override
Actors
User with appropriate permissions
Regent Award
Pre-condition
Student has been packaged with an award from a fund that uses a configured Packaging Grid
Basic Flow
User navigates to the Awards tab
Selects loan period from Analyze Loan Period, or Selects checkboxes for terms or Payment Periods
Expands the Awards Details to display all awards
Clicks on the grid icon displayed next to MAW pencil
Navigates to Override Type and chooses either Grid Cell Reference or Grid Value
If Grid Cell Reference, selects the new reference cell
If Grid Value, enters in new value
Adds a note in the Notes box
Clicks Continue
Reviews Academic Plan Preview
Confirms new packaging amount
Clicks Finish
Post-condition
New Value or New Packaging Grid Reference is applied to student
Change Log