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 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

1. User navigates to the Awards tab

   1. Selects loan period from Analyze Loan Period, or Selects checkboxes for terms or Payment Periods

   2. Expands the Awards Details to display all awards

   3. Clicks on the grid icon displayed next to MAW pencil
      
      

      Open

      

   4. Navigates to Override Type and chooses either Grid Cell Reference or Grid Value

      1. If Grid Cell Reference, selects the new reference cell

         Open

         

      2. If Grid Value, enters in new value

      3. Adds a note in the Notes box

      4. Clicks Continue

      5. Reviews Academic Plan Preview

      6. Confirms new packaging amount

      7. Clicks Finish

Post-condition

• New Value or New Packaging Grid Reference is applied to student

Change Log