Drawdown/Return Sources

Using the Drawdown/Return Source page, you can assign codes to drawdown or return sources. This option enables your institution to keep track of the return of funds or any investment drawdowns.

You can add, edit, delete, or deactivate a drawdown or return source code.

Prerequisites

To view the page, you must have Student Accounts - Configuration - View authorization.

To edit the page, you must have Student Accounts – Configuration - Manage authorization.

Access Method

Select the Configuration tile > expand Student Accounts > select Drawdown/Return Sources.

Procedure to Add or Edit Items

1. Review the values of the records in the grid.

2. If you want to:

   • Add a new list item, select the New button on the toolbar

   • Add a new list item by copying and modifying an existing list item, select the row in the list and the Duplicate button on the toolbar

   • Edit an existing list item, select the name in the list

   If you want to:

   • Add a list item, select the New button on the toolbar

   • Add a list item by copying and modifying the item, select the required row, and select the Duplicate button on the toolbar

   • Edit a list item, select the item name in the list

3. Review, specify, or change the following values.

Active Specifies whether the associated record is active. Code The drawdown or return source code. Drawdown Source Indicates the code that applies to the drawdown.

Name The name of the drawdown or return source. Lender The lender name for the fund source or investment. Return Source Indicates the code applies to the return of funds.

4. If you want to save and: 

   • Continue making changes, select the Save button

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

   • Close, select the Save & Close button