Review Completed Student Funding Batches

Once you have imported student-specific funding data on the Process tab of the Automated Student Fund Management (SFM) page, reviewed the batches on the Open Batches tab, completed the records, and submitted the batch for processing, you can use the History tab to review the status of completed batches. The batches on the History tab reflect data student-specific funding records that were migrated from the SFM staging table to the main SFM table.

By default, the History tab loads the batches for the last 7 days. You can update the date range to list historical batches in the grid.

Prerequisites

You must have:

  • Common - Processes - View authorization

  • Financial Aid Automation - Processes - Automated Student Fund Management - History - View authorization

Access Method

Select the Processes tile > expand Financial Aid > select Automated Student Fund Management.

Procedure to Review Completed Student Funding Batches

  1. Select the History tab.

  2. Specify values in the Start Date and End Date fields to filter the batch records in the grid.

  3. Select the Apply Filters button.

  4. Review the values in the Batches grid.

    Date AddedClosed The date when the item or person was added or the status change was entered.

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

    NameClosed The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

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

    StatusClosed A status of Preparing indicates that the jobs in the batch are still being created or are waiting on the system resources required to create them. Started indicates that the batch has been started. (At least one job in the batch is Enqueued, Processing, Succeeded, or Deleted.) Succeeded indicates all jobs in the batch have been executed, and ALL job statuses are Succeeded. Completed indicates all jobs in the batch have been executed; some jobs may be in the Succeeded status, but at least one of the jobs is in Deleted status. Awaiting indicates the batch is awaiting the completion of a dependent job or batch. Deleted indicates that the batch has been canceled.

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

  5. Select the refresh icon (Refresh button) in the footer of the grid to retrieve the current status of the background jobs.

    There is no Retry batch button on this grid. The batch retry will happen internally. If the batch fails (for example due to network issues or if the SQL server cannot be reached), all the records will be rolled back and the batch will be in Open status on the Open Batches tab.

    For a batch with a status of 'Failed', the Job Results grid will be empty.

  6. For a batch job with a status of Succeeded, select the link in the Name column to review the records contained in the batch.

    The system will display the Job Results grid.

  7. Review the values in the Job Results grid. These records have been pushed to the main table.

    Academic YearClosed The academic year date range configured by your institution and associated with the record.

    AgencyClosed An agency is a sponsor or third-party billing entity that provides assistance to students. Agencies can offer financial support, funding, or other types of assistance based on a student's unique qualifications or special arrangements made with your institution.

    Agency BranchClosed The branch associated with the selected agency. When you select an agency that has branches, you must choose specific branches. The agency branches are populated based on the Agency Affiliations tile under Student Profile > Contact Manager. If an agency has multiple branches, the first branch populates the Agency Branches field.

    Allow StipendClosed Select Yes or No to indicate whether stipends are allowed.

    Award All Transaction CodesClosed Select Yes or No to indicate whether all transaction codes are to be awarded.

    Award YearClosed The financial aid award year associated with the record.

    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 ImportedClosed The date when the file or record was imported, the batch job succeeded, or the transmission file was received.

    Date ModifiedClosed The date when the item was changed. On some pages, the date also includes the timestamp.

    Duplicate IndicatorClosed Indicate whether the record is a duplicate of another record.

    Effective DateClosed Select the effective date. The Effective Date entered here is compared against the Effective Date Type to determine the appropriate rate to bill the students.

    Fund Source CodeClosed Abbreviation/code for the Fund Source.

    Fund Source DescriptionClosed The fund source associated with the award which the refund is scheduled against. If your institution is using fund source security, you must have permission to work with the fund source.

    Fund Source TypeClosed Specific classification for the fund source.

    Funding TypeClosed The funding type options are Institutional Charges and Cost of Attendance.

    Imported ByClosed The name of the staff member who submitted the background job or batch for processing.

    Limit AmountClosed The award limit amount. The field is editable only when "Award All Transaction Codes" is set to Yes.

    Limit PercentageClosed The award limit percentage. The field is editable only when "Award All Transaction Codes" is set to Yes.

    Maximum AmountClosed Specify a maximum transaction amount.

    Maximum Amount TypeClosed Select a value for the Maximum Amount Type, for example, Lifetime or Award Year.

    Maximum Credit HoursClosed Specify the maximum credit hours. This field is not editable if Max Amount Type is selected as Award Year.

    Maximum Paid Credit LimitClosed Specify the maximum paid credit limit. This field is not editable if Max Amount Type is selected as Award Year.

    Minimum Credit LoadClosed The minimum credits for the program version.

    Minimum Credit HoursClosed Specify the minimum credit hours. This field is not editable if Max Amount Type is selected as Award Year.

    Override/OverriddenClosed Indicates whether a duplicate record was overridden. The Override field is enabled only when an information icon for duplicates is displayed.

    Payment PeriodsClosed The payment period associated with the enrollment. Payment periods only apply to program versions configured with an academic year.

    PriorityClosed A numerical value that indicates the awarding priority. The field is editable only when "Award All Transaction Codes" is set to Yes.

    Program Version CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Select or assign the code for this item.

    Re-AwardClosed Select an option: Do No Re-Award, Re-Award at Previous Award Level, or Re-Award Same Amount.

    StudentClosed 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 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.

    Term CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Select or assign the code for this item.

    Transaction CategoryClosed Select the transaction category from the drop-down list, for example, Books, Fees, Tuition, Room, Board, Travel, Other, and Personal.

  8. The batches on the History tab contain records that can be retrieved using the Search tab of the Automated Student Fund Management form. Refer to Add or Edit Student Funding.