PWD Assignment

You can use the PWD Assignment tab of the Automated Refund Calculation Settings 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 line items and select "Assign". You will then be prompted to confirm that you want to override existing assignments.

Prerequisites

You must have:

  • Common - Configuration - View authorization

  • Financial Aid Automation - Configuration - Automated Refund Calculation Settings - Edit and View authorization.

Access Method

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

Procedure to Manage Automated Post Withdrawal Disbursement Assignment

  1. Select the desired 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. and ProgramsClosed The programs that the student is interested in. If you are selecting the values, you can select more than one program. and select Apply Filters.

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

    Assigned ToClosed 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.

    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..

    Caution Age DaysClosed Number of days after Post Withdrawal Disbursement notification to send a cautionary message to the user.

    Critical Age DaysClosed Number of days after Post Withdrawal Disbursement notification to send a critical message to the user.

    Date AddedClosed The date when the item or person was added or the status change was entered.

    Date ModifiedClosed The date when the item was changed. On some pages, it also includes the timestamp.

    Maximum Expiration DaysClosed Maximum number of days for the Post Withdrawal Disbursement Date to expire.

    Modified ByClosed The name of the person who changed the item.

    ProgramClosed The name of the program. Programs are configured by your institution.

    The "Automated Refund Calculation Activated" column displays "Yes" or "No" to indicate whether the automated refund calculation is activated at the campus based on the Automated Process Activation level.

  2. Select the PWD records you want to assign and select Assign.