Send Batches Through a Review Process

If your institution has a review process for batches of disbursements, you can use the Approve Disbursements to Pay page to change the review status. When you create a batch, Anthology Student sets the review status to Not Reviewed by default.

Prerequisites

You must have:

• Common - Processes - View authorization

• Either Financial Aid – Processes – Approve Disbursements To Pay – New Batch authorization
  or Financial Aid – Processes – Approve Disbursements To Pay – Approve Batch authorization

If financial aid has been configured to limit who can set the batch disbursement status to Reviewed, you must be in the staff group that has permission to change the review status of a batch.

You must also have either: 

• Created a batch of disbursements. Refer to Create a Batch of Disbursements.

• Selected an existing batch of disbursements. Refer to Select Unposted Batches of Disbursements.

You should also 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 Change the Review Status

1. Select the Process tab.

2. Select the Review Status button.

3. In the dialog, specify a value for Reviewed Status If your institution has a review status for the batches, the review status of the batch. If your institution requires that batches of disbursements be reviewed before they are posted, the review status. The values are Not Reviewed, Ready for Review, and Reviewed..

4. Select the Save button.