Assignment

You can use the Assignment tab of the Automated Refund Calculation Settings form to assign the Return to Title IV, Institutional Refund, and Cash Payment Plan to a staff member, staff group, or advisor. The Automated Refund Calculation will provide completed worksheets which will be reviewed.

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 > Assignment (tab).

Procedure to Manage Automated Refund Calculation Assignment

  1. Select the following criteria and select Apply Filters:

    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.

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

    TypeClosed Choose from (or all): Institutional Refund, Return of Title IV, Student Cash Payment Plan.

    Review the existing records and the following values in the Automated Refund Calculation Assignment grid.

    Active PopulationClosed Number of students active in this population.

    Assignment MethodClosed The assignment method currently configured for the Campus (Advisor, Staff Group, Staff Member).

    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.

    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.

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

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

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

    Review PercentageClosed The desired percentage of the Automated Refund Approval.

    TypeClosed Choose from (or all): Institutional Refund, Return of Title IV, Student Cash Payment Plan.

    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 desired record(s) you want to assign and select Assign. The Assign pop-up form appears.

    Select the Assignment MethodClosed The assignment method currently configured for the Campus (Advisor, Staff Group, Staff Member)..

    The 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. field is auto-populated.

    Make your choice for assignment in the last field based on the Assignment Method you selected (Advisor, Staff Group, Staff Member).