Automated Post Withdrawal Disbursement Assignment

You can use this form (post approval of a Return to Title IV worksheet) to manage and track Post Withdrawal Disbursements for permissions from a student and/or parent. The assignment can be done by campus and program name to individual staff, staff group, or advisors. If a PWD assignment is already configured, you can select one or more of the line items and click ‘Assign’. You will then be prompted to confirm if you want to override existing assignments.

Prerequisites

You must have:

• Common - Configuration - View authorization

• Financial Aid Automation - Configuration - Automated Post Withdrawal Disbursement Assignment - Delete, Edit, New, and View authorization.

Access Method

Select the Configuration tile > expand Financial Aid > select Automated Refund Calculation Settings > PWD Assignment.

Procedure to Manage Automated Post Withdrawal Disbursement Assignment

1. Confirm the desired Campuses 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..selection and the Programs The programs that the student is interested in. If you are selecting the values, you can select more than one program. selection and click Apply Filters.

   Review the displayed records and the following values in the Automated Post Withdrawal Disbursement Assignment grid.

   Assigned To The person assigned or sent the item task (such as task, document, or message). For a new task, the default is your user ID. If you have permission in the policy, the names of other staff members are displayed. 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.. Caution Age Days Number of days after Post Withdrawal Disbursement notification to send a cautionary message to the user. Critical Age Days Number of days after Post Withdrawal Disbursement notification to send a critical message to the user. 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. Maximum Expiration Days Number of days for the post withdrawal disbursement date to expire. Modified By The name of the person who changed the item. Program The name of the program. Programs are configured by your institution.

   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.

2. Select the PWD record(s) you want to assign and click Assign.