Update Close-Out Dates
You can manually override the Award Year, Fund, and COD Closeout Dates through the Administrative Relief page in the Student Financial Planning UI.
Overview
- Doesn't package students for that fund type for that Award Year.
- Cancels disbursements for that fund type/Aid Year that are only projected or estimated.
- Leaves non-disbursed disbursements for awarded funds alone until the Fund Close-Out Date is met.
- Doesn't package students for that fund type for that Award Year.
- Cancels disbursements for that fund type/Aid Year that are only projected or estimated.
- Leaves non-disbursed, disbursements for awarded funds alone until the Fund Close-Out Date is met.
If the Fund Close-Out Date is equal to or less than the current date, the application cancels any non-disbursed disbursements and removes them from the student's package. When the Fund Close-Out Date is overridden, the application uses the new date to determine if funds that have been awarded but not yet disbursed should be canceled and/or removed from the package.
If the COD Close-Out Date is equal to or less than the current date, the application prevents all communication to COD for that fund type/Award Year by updating the Disbursement Status to Origination/Disbursement Pending Re-Opened Award Year because disbursements in this status aren't be picked up by the origination/disbursement file delivery batch job. When the COD Close-Out Date is overridden, the application uses the new date to determine if communication to COD is prohibited or not.
Required Role Permissions
The user must have a role with the following General Permissions through Roles Management in order to complete the manual processing steps:
- Administration
- Administrative Relief
See Set General Permissions Matrix for additional information.
Manual Processing Steps
Log into the Student Financial Planning User Interface (UI)
- Navigate to .
- Click Override in the Override Awarding Closeout Date column.
- Enter the new Date.
- Click Save.
- Click Override in the Override Fund Closeout Date column'
- Enter the new Date.
- Click Save.
- Click Override in the Override COD Closeout Date column.
- Enter the new Date.
- Click Save.
Upon the next repackage or when the Award Year Close-Out batch job runs the following occurs:
- If the Awarding Close-Out Date is =< Current Date.
- No longer award the fund type for new packages.
- If the fund has already been awarded, it remains awarded until the Fund Close-Out Date is met.
- If the Fund Close-Out Date is =< Current Date:
- Cancel or remove Awarded funds that aren't disbursed from the package.
- If the COD Close-Out Date is =< Current Date:
- COD communication is prevented.