1 Purpose

These procedures will guide {INSERT TEAM NAME} through list process(es)

2 Scope

The {INSERT 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 Overlapping Loan Period (Overlap with Remaining Eligibility in First Term)

Actors

• Student

• User with appropriate permissions

• Regent Award

• ISIR

Pre-condition

• Student has an overlapping LP indicated on ISIR

Basic Flow

1. When a student has an overlapping LP indicated on the ISIR, Regent Award will trigger the ‘Review Overlapping Loan Period – ISIR’ task located in the ‘Review Awards’ task queue.

   1. The user will:

      1. Navigate to the ‘Review Awards’ task queue and locate the ‘Review Overlapping Loan Period – ISIR’ task.

      2. Click view student from within task

      3. Review NSLDS financial aid information on history tab.

      4. Determine if the overlap is accurate.

      5. MAP the student

      6. Navigate to MAW and adjust the awards according to remaining eligibility

      7. MAP the student again

      8. Review awards to ensure all appear as expected

      9. Click finish

      10. Update the ‘Review Overlapping Loan Period – ISIR’ task to completed.

Post-condition

• Student is packaged using the updated award amounts.

Alternative Flow

• The user determines that no adjustment to the awards are needed.

5.2 Overlapping Loan Period (Overlap with Remaining Eligibility or Single Term Loan)

Actors

• Student

• User with appropriate permissions

• Regent Award

• ISIR

Pre-condition

• Student has an overlapping LP indicated on ISIR or,

• Student has an NSE Program Change

Basic Flow

1. When a student has an overlapping LP indicated on the ISIR, Regent Award will trigger the ‘Review Overlapping Loan Period – ISIR’ task located in the ‘Review Awards’ task queue (if applicable.)

   1. The user will:

      1. Navigate to the ‘Review Awards’ task queue and locate the ‘Review Overlapping Loan Period – ISIR’ task (if applicable.)

         1. Click view student from within task

         2. Review NSLDS financial aid information in History tab.

         3. Determine if the overlap is accurate.

      2. MAP the student

      3. Navigate to MAW and cancel applicable awards

      4. Click on the PMW

         Open

         

         1. Select Action Type: Manage Academic Years/ Loan Periods

         2. Click on Add Academic Year

            Open

            

         3. Choose the Overlapping Academic Year

         4. Complete the FAY, Begin and End date and click Save.

         5. Choose the new Academic Year and Click Edit

         6. Click on the Add Loan Period

         7. Choose the new loan period by clicking on the add icon

         8. Choose the applicable term by clicking on the green + icon

         9. Click Save

      5. Navigate to the AAW

         1. Select the appropriate fund and new loan period

         2. Proceed with adding the new eligible amounts as appropriate.

      6. MAP the student

      7. Update the ‘Review Overlapping Loan Period – ISIR’ task to completed.

Post-condition

• Student is packaged using the updated loan period and eligible award amounts.

Alternative Flow

• The user determines that no adjustment to the awards are needed.

Change Log