Repackaging an Individual Student


Concept


Steps:

  1. Begin by navigating to the Student Aid Package page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the Awards link.

    Step 2
  3. Click the Assign Awards to a Student link.

    Step 3
  4. Click in the ID field.

    Step 4
  5. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FARPK0003"
    .

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Student Aid Package page to examine the item types adjusted by a repackaging plan.

    Step 7
  8. Use the Repackaging Plan ID field to select a repackaging plan.

    Step 8
  9. Use the Repackage button to have the system return award results and corresponding disbursement plan and split code data.

    Step 9
  10. Click the Need Summary tab.

    Step 10
  11. Use the Need Summary page to view need summary information for a student.

    Step 11
  12. The unmet need of the student before repackaging is 5,000 USD.

    Step 12
  13. Click the Student Aid Package tab.

    Step 13
  14. Click in the Repackaging Plan ID field.

    Step 14
  15. You will repackage the student using the INC_RIT repackaging plan which is based on the Increase rule.

     

    Enter the desired information into the Repackaging Plan ID field. Enter

     a valid value
     e.g.
     "INC_RIT"
    .

    Step 15
  16. Click the Repackage button.

    Step 16
  17. The repackaging plan, INC_RIT has inserted the item type, Repackaging Scholarship for 3,366 USD to reduce the student’s unmet need.

    Step 17
  18. Click the Need Summary tab.

    Step 18
  19. The student’s unmet need is now reduced from 5,000 USD to 0 USD after running the Increase rule.

    Step 19
  20. You will now repackage a student with an overaward condition.

     

    Click the Assign Awards to a Student link.

    Step 20
  21. Click in the ID field.

    Step 21
  22. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FARPK0001"
    .

    Step 22
  23. Click the Search button.

    Step 23
  24. The Student Aid Package page lists the item types and their amount before repackaging.

    Step 24
  25. Click the Need Summary tab.

    Step 25
  26. The student has an overaward of 10,000 USD.

    Step 26
  27. Click the Student Aid Package tab.

    Step 27
  28. Click in the Repackaging Plan ID field.

    Step 28
  29. You will use the DECREASE repackaging plan based on the Decrease rule to resolve the student's overaward condition.

     

    Enter the desired information into the Repackaging Plan ID field. Enter

     a valid value
     e.g.
     "DECREASE"
    .

    Step 29
  30. Click the Repackage button.

    Step 30
  31. Read the text and validate the message to check if the award validation process was successful.

     

    Click the Save button.

    Step 31
  32. After repackaging, the student's Unsub Staff Sem is reduced from 2,625 USD to 0 USD.

    Step 32
  33. The FASS Loan is reduced from 10,000 USD to 8,700 USD.

    Step 33
  34. And the PLUS Loan is reduced from 6,075 USD to 0 USD.

    Step 34
  35. Click the Need Summary tab.

    Step 35
  36. The student's overaward amount is reduced from 10,000 USD to 0 USD, thus resolving the overaward condition.

    Step 36
  37. You will now validate the Pell Grant eligibility of a student.

     

    Click the Assign Awards to a Student link.

    Step 37
  38. Click in the ID field.

    Step 38
  39. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FARPK0089"
    .

    Step 39
  40. Click the Search button.

    Step 40
  41. The student's current Federal Pell Grant is 4,050 USD. You will run the VALITEMTYP repackaging plan to validate if the student is eligible for this Pell amount.

    Step 41
  42. Click the Need Summary tab.

    Step 42
  43. The student is over awarded by 1,357 USD.

    Step 43
  44. Click the Student Aid Package tab.

    Step 44
  45. Click in the Repackaging Plan ID field.

    Step 45
  46. The VALITEMTYP repackaging plan is based on the Validate Item Type rule. Use this repackaging plan to validate the student's Pell eligibility. This plan will reduce the student's Pell amount to resolve the overaward condition if the student is not eligible.

     

    Enter the desired information into the Repackaging Plan ID field. Enter

     a valid value
     e.g.
     "VALITEMTYP"
    .

    Step 46
  47. Click the Repackage button.

    Step 47
  48. Read the text and validate the message to check if the award validation process was successful.

     

    Click the Save button.

    Step 48
  49. View the reason for reducing the Pell Grant item type.

     

    Click the Message link.

    Step 49
  50. Click the Return link.

    Step 50
  51. View the action taken by the system on Perkins Loan.

     

    Click the Message link.

    Step 51
  52. Click the Return link.

    Step 52
  53. Examine the status of the Repackaging Scholarship item type.

     

    Click the Message link.

    Step 53
  54. Click the Return link.

    Step 54
  55. Click the Need Summary tab.

    Step 55
  56. The student's overaward condition is resolved.

    Step 56

You have successfully repackaged students using the Increase, Decrease, and Validate Item Type rules.

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