Automated Refund Calculation Age Days

You can use the Automated Refund Calculation Age Days form to configure age days to manage processing times for personnel to review refund calculations and post-wthdrawal disbursements.

Prerequisites

You must have:

• Common - Configuration - View authorization

• Financial Aid Automation - Configuration - Automated Refund Calculation Age Days - Delete, Edit, New, and View authorization.

Access Method

Select the Configuration tile > expand Financial Aid > select Automated Refund Calculation Settings > Age Days.

Procedure to Manage Automated Refund Calculation Age Days

1. Review the existing records and the following values in the Automated Refund Calculation Age Days grid.

   Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.. Date Added The date when the item or person was added or the status change was entered. Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time. DOD Caution Number of days after Date of Determination to send a cautionary message to the user. DOD Critical Number of days after Date of Determination to send a critical message to the user. Expiration Days Number of days for the post withdrawal disbursement notification to expire. Military Deployment Expiration Days Number of days for the military deployment notification to expire.

   Modified By The name of the person who changed the item. Natural Disaster Expiration Days Number of days for the natural disaster notification to expire. PWD Caution Number of days after Post Withdrawal Disbursement notification to send a cautionary message to the user. PWD Critical Number of days after Post Withdrawal Disbursement notification to send a critical message to the user. PWD Max Days Number of days for the post withdrawal disbursement date to expire. Refund Max Days Number of days before the refund is auto processed.

   Note: An "Automated Refund Calculation Activated" column will appear displaying Yes or No to show if the automated refund calculation is activated at the campus based on the process activation level.

   If you need to edit a current configuration, click the specific Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column..in the grid and make your needed changes.

2. To add age days for a new campus, click the New button in the grid toolbar. The New Automated Refund Calculation Age Days Policy form is displayed.

3. Select a Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column..

   Note: When creating a New record, when multiple campuses, are selected, all the settings on the form will be applied to all selected campuses. An individual record will be created for each variation.

4. In the Return to Title IV - Age days Options section, specify:

   Number of days after DOD to Caution Number of days after Date of Determination to send a cautionary message to the user.

   Number of days after DOD to Critical Number of days after Date of Determination to send a critical message to the user.

5. In the Post Withdrawal Disbursements - Age days Options section, specify:

   Number of days after DOD to Caution Number of days after Date of Determination to send a cautionary message to the user. Number of days after DOD to Critical Number of days after Date of Determination to send a critical message to the user.

   Number of days from PWD Disbursement Date Number of days for the post withdrawal disbursement date to expire.

   Also specify the following:

   A. Number of days for PWD Notification Expiration Number of days for the post withdrawal disbursement date to expire. B. Number of days for Natural Disaster PWD Notification Expiration Number of days for the natural disaster notification to expire. C. Number of days for Military Deployment PWD Notification Expiration Number of days for the military deployment notification to expire.

   Note: Fields A, B, and C are required to be more than 14 days and less than 180 days.

6. If you want to save and: 

   • Continue making changes, click the Save button

   • Continue to add another item to the list, click the Save & New button

   • Close, click the Save & Close button

7. To close the New/Edit Institutional Refund Policy form, click Cancel.