Eligibility Review

You can use the Eligibility Review tab on the Approve Disbursements to Pay page to run the disbursement approval criteria (DAC) sets on the parameters that you would use to create a batch. The Eligibility Review allows you to determine which students would fail the DAC before the batch is created. This feature allows you to correct any failures before creating the batch.

In preparation for an upcoming term, institutions often want to determine which students are "out of compliance" for payment of aid funds, what is missing, and for what term so they can gather the missing information. This report provides a means to determine which students are "out of compliance" before gathering disbursements in an Approve Disbursements to Pay batch.

Additionally, institutions can validate posted Financial Aid Disbursement batches against the DAC to verify student eligibility. This is especially useful for CommonLine disbursement batches.

We recommend that you set Enforce Disbursement Batch Integrity Select Yes if you want to allow financial aid officers to move successful disbursement approvals to Student Accounts without sacrificing batch integrity and force reports to display the parent batch ID number when separate batches are created from a parent batch. The default is No. to "No" in Settings > Financial Aid > General. When this attribute is configured to "Yes", it creates a child batch of students that have failed the DAC after the main batch has been approved. The child batch can become locked and cannot be deleted or modified.

Prerequisites

You must have:

Common - Processes - View authorization

Financial Aid - Processes - Unapproved Disbursements authorization

You should be familiar with the Background for Approve Disbursements to Pay.

Access Method

Select the Processes tile > expand Financial Aid > select Approve Disbursements to Pay.

Procedure to Review Eligibility

Select the Eligibility Review tab.

Under Selection Criteria, specify the following values. The fields will depend on the value you select for Disbursement Status.

Award Years The financial aid award year.

Batch Date The date range that the batch was created. From and To

Campuses 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.

Disbursement Batch # The number assigned by Anthology Student to the batch.

Disbursement Date The date on which the disbursement is to be paid. For grants and Perkins loans, it must be before the end of the award year and academic year. For Direct loans, the date can be changed to a date outside both the loan period and academic year dates for non-term program versions. From and To

Disbursement Status The status of the disbursement. For Direct loans, the statuses are Scheduled (S), Paid (P), or Canceled (C). For all other awards, the statuses are Scheduled (S), Ready to Pay (R), Paid (P), and Canceled (C).

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

Student Statuses 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.

Terms Select a term from the list of available terms.

Select Next. Anthology Student displays all the disbursements that meet the criteria in the Results list.

Review the records in the Results grid.

Amount The amount of the disbursement. If you are adding disbursements using Anthology Student, the total of the amounts should equal the amount of the award.

Award Year The financial aid award year.

Disbursement Date The date the disbursement was paid.

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

Payment Period The payment period for the disbursement. The column is only displayed if the program version for the student has an academic calendar that uses non-standard terms or clock hours or credit hours without terms that have been configured to use payment periods.

Student 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 Status 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.

Select the link on the student name to view the Awarding page for a record. The Awards tab of the Awarding page for the selected record is displayed in a new browser tab if you have permission to view student data.
Select the Queue Eligibility Review button at the bottom of the Results grid to create a batch job for the eligibility review.
Select the History tab, select the link for the eligibility review job, and review the approval status of the students. Refer to Review Batches for Approving Disbursements.