PWD Tracking Status

You can use the PWD Tracking Status tab of the Automated Refund Calculation Settings form to configure the document status that is used to apply to a student and parent document status as it is being managed through the Contact Manager document tracking form. These statuses are used across all campuses in the database for the Automated Refund Calculation feature. You must configure Document Statuses before completing the Post Withdrawal Disbursement Tracking Status configuration.

Based on the Age Days configuration, the Automated Process will look into post-withdrawal disbursements tracking and set an appropriate status from the Document Tracking form. In this way, you can filter this document status from the Post Withdrawal Tracking form to review the current status of PWD or IOPWD.

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 Tracking Status (tab).

Procedure to Manage Automated Post Withdrawal Document Tracking Status

  1. Review the displayed fields and configure the following values in the Automated Post Withdrawal Document Tracking Status grid.

    ExpireClosed This status is used to update the document when the Post Withdrawal has expired and is no longer being offered.

    IneligibleClosed This status is used to update the document when the Post Withdrawal status is ineligible.

    ProcessClosed This status is used to update the document when it is being reviewed.

    ReceiveClosed This status is used to update the document when it is recieved.

    RejectClosed This status is used to update the document when it is rejected after a review.

    ResendClosed This status is used to update the document when the Post Withdrawal has been resent in an email by a user.

    Send or Ready to PrintClosed If you use the Portal, it is recommended that you use a status of Requested-Required, so that the document is made available on the Portal to view, download, and upload.

    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 Save in the toolbar when your choices are complete.