Setting Up Restricted Aid
To set up restricted aid, use the Restricted Aid Table component (RESTRCTD_AID_SETUP).
This section provides an overview of restricted aid and discusses how to:
Define restricted aid basic information.
Define award limits and requirements.
Attach an external organization.
Assign a committee.
Restricted aid includes awards such as scholarships, fellowships, and institutional or private funds with more subjective eligibility requirements. Restricted aid does not refer to federal monies. Awarding restricted aid makes use of the rating scheme and committee features of PeopleSoft Campus Community. Use the Restricted Aid Table component to set up all of the parameters and conditions for awarding your institution's restricted funds.
Note: If you are using a review process for evaluating candidates for restricted aid, you must define a rating scheme. You must also complete the pages in the Managing Organization Data and Managing Committee Data sections of the PeopleSoft Campus Community Fundamentals 9.0 documentation.
See Understanding Organization Data
See Creating CommitteesAssigning Committee Members.
See .
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Restricted Aid Detail 1 |
RSTRC_AID1 |
|
Define basic information about the restricted aid award, including whether an application is required and whether the award is renewable. |
|
Restricted Aid Detail 2 |
RSTRC_AID2 |
|
Define award limits and requirements. Enter the number of awards, maximum and minimum award amounts, and application requirements. |
|
Restricted Aid Org/Contact (restricted aid organization/contact) |
RSTRC_AID3 |
|
Attach an external organization to the restricted aid type and view the contact information for that organization. |
|
Restricted Aid Committees |
RSTRC_AID5 |
|
Assign a committee to evaluate candidates. Review a list of individual committee members and their roles within the committee. |
Access the Restricted Aid Detail 1 page ().
Image: Restricted Aid Detail 1 page
This example illustrates the fields and controls on the Restricted Aid Detail 1 page. You can find definitions for the fields and controls later on this page.
|
Field or Control |
Definition |
|---|---|
| Restricted Aid Type |
Identify the restricted aid as a fellowship or scholarship. |
| Renewable |
Select if the restricted aid is a renewable aid source. |
| Application Required |
Select whether an application is required, and if so, what kind of application. You can select External, Internal, or No App (no application). |
| Application Deadline and Application Submit Location |
If an application is required, enter the date it must be turned in and where to submit it. |
| Duration |
Enter a numeric value for the duration of the restricted aid type and then indicate in the adjacent field whether this is Days, Months, Terms, or Years. |
| Development Code |
Enter a code of up to four alphanumeric characters. The development code is institution-specific and assists with institutional reporting needs. |
Access the Restricted Aid Detail 2 page ().
Image: Restricted Aid Detail 2 page
This example illustrates the fields and controls on the Restricted Aid Detail 2 page. You can find definitions for the fields and controls later on this page.
|
Field or Control |
Definition |
|---|---|
| Number of Awards |
Enter the number of awards that you can make from this restricted aid type. |
| Bill Donor |
Select if you bill the donor when the aid is awarded. |
| Total Funding |
Enter the total funding amount for this restricted aid type. |
| Min Amt (minimum amount) and Max Amt (maximum amount) |
Enter the minimum and maximum amounts that you can award for this restricted aid type. |
| Item Type |
Enter the financial aid item type associated with this restricted aid type. |
| Application Requirements |
Select the checklist that applicants must finish to apply for this restricted aid type. |
| Report Requirements |
Select the checklist that contains the reporting requirements a staff member fulfills for this restricted aid type. |
| Recipient Requirements |
Select the checklist that contains the tasks award recipients must fulfill. |
| Rating Scheme |
Select the rating scheme that outlines the selection process. Rating schemes are set up in Recruiting and Admissions. |
Access the Restricted Aid Org/Contact page ().
Image: Restricted Aid Org/Contact page
This example illustrates the fields and controls on the Restricted Aid Org/Contact page. You can find definitions for the fields and controls later on this page.
|
Field or Control |
Definition |
|---|---|
| External Org ID (external organization ID) |
Select the organization ID that represents the organization associated with this restricted aid type. To view any additional organizations associated with this restricted aid type, use the scroll arrows. |
| Comment |
Displays an explanation of the selected organization. Enter any additional information about the organization into this field. |
| Contact Name |
Displays a contact person at the organization. To view additional contacts, use the scroll arrows. |
| Contact Nbr (contact number) |
Indicates that more than one contact person exists, or differentiates between different contact information for the same contact person. |
| Phone |
Displays the contact person's phone number. |
Access the Restricted Aid Committees page ().
Image: Restricted Aid Committees page
This example illustrates the fields and controls on the Restricted Aid Committees page. You can find definitions for the fields and controls later on this page.
|
Field or Control |
Definition |
|---|---|
| Committee |
Enter the committee that evaluates the candidates. |
| Committee Type |
Indicates the type of committee. |
| Comment |
Enter additional information about the committee in this field. |
| Evaluator ID |
Enter the ID of a committee member. |
| Committee Role |
Enter the individual's role within the committee. |