Evaluate Overawards Packages
When a student resource fund causes packaged funds to exceed the Packaging Limit, Student Financial Planning creates an Evaluate Overaward Packages task so the package can be manually adjusted to resolve the over-award.
Overview
If the funds and/or student resources are adjusted, the Packaging Status is updated. If a subsequent re-package resolves an over-award before the Evaluate Overaward Packages task is completed, Student Financial Planning cancels or completes the task associated with the previous packaging version.
Triggering Action
Assumption: Fund is Associate to Academic Year being Packaged
The student is packaged above the packaging limit and Student Financial Planning cannot reduce any other funds in the package.
- The manually awarded flag is equal to True and the fund type is equal to Other Resources or Discounts and the unpackaged amount minus the actual fund amount is greater than $0.00.
Required Role Permissions
The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.
- Student
- Over Award Review Task
- Permissions associated with manual packaging overrides (i.e. Edit COA, COA Adjustment, Package Fund Edit)
See Set General Permissions - Matrix for additional information.
Manual Processing Steps
Log into the Student Financial Planning User Interface (UI)
- Navigate to
- Click the Claim a Task button
- Click the Start Task button
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Update Package to Resolve: Review the funds in the student's package. Update the Cost of Attendance if that resolves the over award or manually update the funds to resolve the over award.
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- Navigate to
- Make updates as necessary
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- Update the Resolution Description
- Complete task