Prerequisites

Although you can award students manually, the most efficient way to package financial aid awards is with Auto Packaging, Auto Select Packaging, Mass Packaging, or a combination of these three. You are encouraged to set up the parameters needed for Auto Packaging and Mass Packaging to take full advantage of the Financial Aid system.

For manual awarding—assigning individual awards to students, one student at a time—you must set up your defaults (installation defaults and aid processing rule sets), financial aid item types, aggregate aid limits, disbursement plans and disbursement split codes, award adjustment reasons, and award messages for FAN letters.