Need Summary Validation

Sometimes a manual change to the student's budget does not automatically propagate to the need summary totals. In this case, if you create selection criteria that rely on need-related elements, such as Unmet Need, Overaward Need, Unmet COA, or Overaward COA, the system is not using the most current calculated values.

Run the Need Summary Validation process before performing online packaging (manual, Auto, or Auto Select), Mass Packaging, online Repackaging (manual, Auto, or Auto Select), or batch Repackaging. This ensures that need-related elements, which may be part of your selection equation or PS Query, are updated and reflect the most recent changes to COA. You can run the batch Need Summary Validation process at any time. After you run it on your population, you do not need to run it again unless you make budget changes to several students using the Student Budget Maintenance component. To make a single change online, use the Update Need Summary button on the Student Budget Maintenance page (STDNT_TERM_BUDGET).