Auto Packaging Financial Aid



  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. Enter the desired information into the ID field. Enter

     a valid value

    Step 4
  5. Verify that your institution's information appears. For this exercise, accept the default.

    Step 5
  6. Verify that the Aid Year information is correct.

    Step 6
  7. Click the Search button.

    Step 7
  8. The Student Aid Package page provides the ability to either use auto packaging or online manual awarding to award Financial Aid to a student.


    Auto Packaging can be combined with online manual awarding in the same awarding session.


    In this topic, we are going to use the page to perform auto packaging only.

    Step 8
  9. The Career field shows the active career for the student to be used for packaging at this time. If the student only has one career, it is defaulted into the field.


    Once you select a career, do not change this field until after you click the Post button or the Reset button. This prevents you from changing awards for more than one career at a time.

    Step 9
  10. Click in the Packaging Plan ID field.

    Step 10
  11. Packaging plans are used to group Financial Aid awards together for particular students.


    You can select Packaging Plan IDs from the Search Results table. Only packaging plan IDs that match the student’s career are available.


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

     a valid value

    Step 11
  12. The auto packaging process assigns awards based on the selected packaging plan and validates the awards all at once. If a student is not eligible for an award in the packaging plan, the award amount is set to zero, and a message link is available. If non-zero awards are returned a disbursement link appears displaying the scheduled disbursements for the award.


    Click the Retrieve button to run auto packaging. The awards associated with the packaging plan appear in the Award and Status tabs.


    Click the Retrieve button.

    Step 12
  13. Click the Save button.

    Step 13
  14. Review the awards that were retrieved by the auto packaging process when you clicked the Retrieve button.

    Step 14
  15. Once you have retrieved and validated awards, using auto packaging, you must post the awards to the account.


    Click the Post button.

    Step 15
  16. Click the Save button.

    Step 16

You have successfully completed auto packaging financial aid for a single student.

Table of Contents  Start Topic