Managing External Award Data


Concept


Steps:

  1. Begin by navigating to the View Self Reported Aid page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the Awards link.

    Step 2
  3. Click the External Awards link.

    Step 3
  4. Click the View Self Reported Aid link.

    Step 4
  5. Click in the Academic Institution field.

    Step 5
  6. Enter the desired information into the Academic Institution field. Enter

     a valid value
     e.g.
     "PSUNV"
    .

    Step 6
  7. Click in the Aid Year field.

    Step 7
  8. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2007"
    .

    Step 8
  9. Click the Processing Status list.

    Step 9
  10. Click the Reported list item.

    Step 10
  11. Click the Search button.

    Step 11
  12. Use the Self Reported Student List page to view external awards reported by students.

    Step 12
  13. Click the FAEA1105 link.

    Step 13
  14. Click the Award Summary tab.

    Step 14
  15. Use the Award Summary page to estimate or anticipate the possible impact of an external award on a student's award package.

    Step 15
  16. Click the External Awards tab.

    Step 16
  17. Use the Manage Student External Award Data page to view all external award transactions for this ID. You can update the external award transaction until it has a status of Processed or Adjusted.

    Step 17
  18. All student reported external awards are assigned the Reported status by default. You must change the status to Unprocessed before clicking the Load button. 

    Step 18
  19. Click the Status list.

    Step 19
  20. Click the Unprocessed list item.

    Step 20
  21. Click the Award tab.

    Step 21
  22. Click in the Item Type field.

    Step 22
  23. Enter the desired information into the Item Type field. Enter

     a valid value
     e.g.
     "900000000443"
    .

    Step 23
  24. Click in the Description field.

    Step 24
  25. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "YMCA"
    .

    Step 25
  26. Click the Fin Aid Type list.

    Step 26
  27. Click the Scholarship list item.

    Step 27
  28. Click in the Amount field.

    Step 28
  29. Enter the desired information into the Amount field. Enter

     a valid value
     e.g.
     "600.00"
    .

    Step 29
  30. Click the Status tab.

    Step 30
  31. Click the Comments link.

    Step 31
  32. Use the Enter comments for this award page to add comments on the student reported self-service awards.

    Step 32
  33. Click in the Comments field.

    Step 33
  34. Enter the desired information into the Comments field. Enter

     a valid value
     e.g.
     "Thank you for providing your scholarship details."
    .

    Step 34
  35. Click the Visible in Self Service option.

    Step 35
  36. Click the OK button.

    Step 36
  37. Click the Load button.

    Step 37
  38. Click the Save button.

    Step 38
  39. Click the Award Summary tab.

    Step 39
  40. The student reported award is now visible on the Award Summary page.

    Step 40

You have successfully viewed and updated the student's award package with student reported self-service external award.

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