Unlock Refunds/Stipends

You can use the Unlock Refunds/Stipends page to create a batch to unlock locked stipend or refund records. For example, if a user who has a lock on a record goes on vacation, or if the system crashes, the record remains locked. In this situation, you can unlock the record using the Unlock Refunds/Stipends process.

You can then use the page to review all the batches that have been processed.

Prerequisites

You must have:

  • Common - Processes - View authorization

  • Student Accounts - Processes - Unlock Refunds Stipends authorization

Access Method

Select the Processes tile > expand Student Accounts > select Unlock Refunds/Stipends.

Procedure to Create the Batch and Review Results

Process Tab

Use the Process tab to filter the data and queue the batch job.

  1. Specify the Selection Criteria to filter the records.

    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. TypeClosed Indicates the type of record to be unlocked. Select Refunds or Stipends.

  2. Select the Next button. Anthology Student gathers records that match the selection criteria.

  3. Review the values in the Results grid.

    AmountClosed The amount in dollars.

    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.

    Locked byClosed Specifies the last and then first name of the staff member that locked the task.

    StudentClosed The last and first name of the student.

    Student NumberClosed If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

  4. Select the student or all the students for whom you want to clear the locked refund or stipend records.

  5. Select the Queue Unlock button. On the queue batch dialog, review or change the name of the batch and select the Queue button.

Anthology Student processes the batch and unlocks locked stipend or refund records.

When the batch completes, Anthology Student displays the results on the History tab.

History Tab

For batches that you created to unlock refunds or stipends, you can use the History tab to review the status of all the batches, review the results of specific batches, and manage the batches.

Batches on this tab are available for 28 days by default. Anthology Student removes them after 28 days. If you need to keep the information for a batch, use the Export (Export button) button on the toolbar.

  1. Review the values in the Batches grid.

    Campuses NameClosed 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.

    DurationClosed The amount of time it took to process the job or batch.

    NameClosed The descriptive name of the item.

    Number of RecordsClosed The number of student records that were changed. You can compare the number to the number of students you selected in the Results grid on the Process tab.

    StatusClosed Indicates the status of processing for the student or item in the job. If all of the awards were successfully processed and approved, it displays Succeeded. If one or more awards were not approved, it displays Completed.

    Process TypeClosed Type of process. For example: Refunds or Stipends.

    StartedClosed The date and time when the first job within the batch started executing.

    Submitted ByClosed The name of the staff member who submitted the batch for processing.

  2. Select the name of the batch in the grid. Anthology Student displays the details for the job in the Results grid.

  3. Review the values in the Results grid.

    AmountClosed The amount in dollars.

    Job CreatedClosed The date and time when the job was added to the background job queue.

    Job StartedClosed The date and time when the job was pulled from the queue and started executing. The start time for a job will be the same time or later than the start time for the batch.

    Job StatusClosed The status of the job. Enqueued indicates the job is in the queue waiting to be executed. Scheduled indicates the job is scheduled to run at a future time. Processing indicates the job is running. Succeeded indicates the job was completed with no errors. Deleted indicates the job was completed with errors.

    StudentClosed The last and first name of the student.

    Student NumberClosed If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.