Manually Awarding Financial Aid


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.
     "FA0605"
    .

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Student Aid Package page to manually award aid by populating the tabs on the page and inserting additional rows of awards as desired.

    Step 7
  8. After you enter all awards for a student, you must run the Validation process before you can post the awards to the award tables.

     

    Validation must be successful before the Posting routine can be run.

     

    Use the Validate button to run the validation process.

    Step 8
  9. Posting is the final processing step when you manually award students.

     

    Use the Post button to start the posting process.

    Step 9
  10. The sequence number is automatically assigned in increments of ten when awards are entered.

    Step 10
  11. Before you manually award the student, verify the need summary.

     

    Click the Need Summary tab.

    Step 11
  12. Use the Need Summary page to view the student’s Cost of Attendance (COA), Expected Family Contribution (EFC), federal and institutional need, federal and institutional award totals, need-based aid award totals, federal methodology (FM) and institutional methodology (IM) special need/cost aid award totals, unmet need, and unmet COA.

    Step 12
  13. The student has an unmet need of 7965 USD.

    Step 13
  14. You will navigate back to the Student Aid Package page and manually generate an award for the student.

     

    Click the Student Aid Package tab.

    Step 14
  15. Click in the Action field.

    Step 15
  16. Enter the desired information into the Action field. Enter

     a valid value
     e.g.
     "O"
    .

    Step 16
  17. Click in the Item Type field.

    Step 17
  18. Enter the desired information into the Item Type field. Enter

     a valid value
     e.g.
     "900000000006"
    .

    Step 18
  19. Click in the Offered field.

    Step 19
  20. Enter the desired information into the Offered field. Enter

     a valid value
     e.g.
     "1500.00"
    .

    Step 20
  21. Accept the default Disb Plan (disbursement plan) and Split Code (split code) or enter another disbursement

    plan or split code.

    Step 21
  22. Enter the desired information into the Disb Plan field. Enter

     a valid value
     e.g.
     "01"
    .

    Step 22
  23. Click the Validate button.

    Step 23
  24. You will receive a message which advises you that the award validation was successfully completed.

     

    Click the Save button.

    Step 24
  25. Click the Post button.

    Step 25
  26. You will receive a message which advises you that the award posting was successfully completed.

     

    Click the Save button.

    Step 26
  27. Click the Need Summary tab.

    Step 27
  28. After the award is posted, the student's unmet need is reduced from 7965 to 6465, a difference of 1500 USD.

    Step 28

You have successfully awarded financial aid manually.

Table of Contents  Start Topic