Automated Awards Review

The Automated Awards Review form lists all the awards that have been processed through Job Management using the auto-awarding engine.

You can :

  • Review the displayed records

  • Change the packaging status for single or multiple records

  • Export an auto award review summary

Prerequisites

You must have:

  • Common - Processes - View authorization

  • Financial Aid Automation - Processes - Automated Awards Review - Save and View authorization

Access Method

Select the Processes tile > expand Financial Aid > select Automated Awards Review.

Procedure to Run the Automated Awards Review Summary

  1. Under Automated Awards Review, specify the values.

    Award YearClosed The financial aid award year.

    Award Review DateClosed Date range for the award. From and To

    CampusesClosed 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.

    Packaging DateClosed Date range for the packaging of the award. To and From

    Packaging StatusesClosed The current packaging status of the award.

    PopulationsClosed The specific student population (from those configured at the institution).

  2. Select the Apply Filters button.

  3. Review the awards in the list and the following values.

    Academic Year SequenceClosed Specifies the sequence in the academic year.

    Academic Year Start DateClosed The start date of the sequence. For the first sequence, Anthology Student defaults to the start date in the student's enrollment record. The start dates of the student's second and succeeding sequences are estimated using the number of weeks in the academic year or loan period and the number of weeks not enrolled. If needed, you can change the estimated date on the Academic Years tab. For loan periods, in most cases, the date should not be before the start date of the program version. For loan periods, the start date must be between the start and end dates for the Borrower-Based Academic Year (BBAY).

    Award Review DateClosed Date range for the award.

    Award YearClosed The financial aid award year.

    CampusClosed 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.

    Cost of AttendanceClosed The cost of attendance. The source of the value can be the budget configured for the program version.

    Enrollment StatusClosed The enrollment status included in the student's Enrollment record. For example, Full Time.

    Financial Aid AdvisorClosed The last and then first name of the Financial Aid Advisor. Your institution can configure Anthology Student so that a Financial Aid Advisor is selected during enrollment. To edit this field, you must be in a staff group that is allowed to edit advisors for Contact Manager.

    Gross Amount PackagedClosed The amount of the award, including bank fees.

    Grade LevelClosed The grade level for the student. Grade levels are configured by your institution and do not have to correspond to the option on the FAFSA or Stafford loan forms. The grade level is assigned to a student under Academic Records > Enrollment > Progress section. For a student to qualify for federal financial aid, a college grade level (1st year, 2nd year, etc.) must be assigned. For a Graduate PLUS loan, the grade level must be configured with the Department of Education ID 7 (Graduate/Professional or beyond).

    Net Amount PackagedClosed The net financial aid amount that is packaged for the academic year associated with the enrollment.

    Packaging StatusClosed The packaging status. The statuses are configured by your institution.

    Packaged DateClosed Date a student's award was packaged.

    Program VersionClosed The program version associated with the student or item.

    Program Version CodeClosed Code configured in the system for that program version.

    PopulationClosed The specific student population (from those configured at the institution).

    School StatusClosed Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled.

    StudentClosed The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization.

    Student NumberClosed If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

    Anything displayed in blue in the results grid is selectable.

    If an amount is listed in Amount Packaged, select the expand icon () in the left column to view a grid displaying individual fund source awards making up that total. The following values are displayed.

    Amount PackagedClosed The amount from the fund source being packaged.

    Calculation CommentsClosed Details why the student was awarded that fund source amount.

    Fund SourceClosed The source of this fund. If your institution is using fund source security, you must have permission to work with the fund source.

    Fund Source NameClosed Abbreviation/code for the Fund Source.

    Select the actual amount to open the Awards tab on the Awarding form in a separate browser tab.

    Select the student's name to view the student's profile in a separate browser tab.

  4. To change the packaging status of an award, select in the Packaging Status field and select the new status from the drop-down list.

  5. Select Save.

Note: You can change the status of all awards at once using the Select All check box. Then, select in the Packaging Status field anywhere in the grid, and the Update All Statuses pop-up appears. Select the new status from the drop-down list, select Okay, and select Save.