Packaging Statuses

You can use the Packaging Statuses page to configure the statuses for your financial aid packages. The status indicates the progress of a student in the financial aid process. There can be a different packaging status for each academic year for a student.

The packaging statuses that you specify here can be selected when:

  • You specify the requirements to promote packaging statuses

  • Award financial aid for an academic year (Select the Students tile > select the name in the Students list > expand Financial Aid > select the Awarding tile > Academic Years tab.)

Once your institution configures packaging status promotion requirements for a campus and the packaging status has been included, the packaging status is displayed in the list of packaging statuses on the Academic Years tab. The record must have the Manual check box selected in the promotion requirements to be available for selection.

Prerequisites

You must have Financial Aid - Configuration - Manage authorization.

Access Method

Select the Configuration tile > expand Financial Aid > select Packaging Statuses.

Procedure to Add or Edit Packaging Statuses

  1. Review the values of the records in the grid.

    If you have students with crossover terms or payment periods and you want to configure requirements for packaging status promotion, you should have configured two sets of statuses.

    • The first set is used for the first award year defined in the academic year.

    • The second set is used to determine the packaging status for crossover students where a second award year is defined in the academic year.

    The two statuses work independently of each other. It is not necessary to ensure all required elements for Award Year 1 are satisfied to allow the statuses for Award Year 2 to be promoted.

  2. If you want to:

    • Add a new list item, select the New button on the toolbar

    • Add a new list item by copying and modifying an existing list item, select the row in the list and the Duplicate button on the toolbar

    • Edit an existing list item, select the Name in the list

  3. Review, specify, or change the following values.

    You cannot edit the value for Code for items that are system-defined.

    ActiveClosed Specifies whether the associated record is active.

    Award Letter Available on Portal Closed When Yes is selected, the student can view their award letter on the Anthology Student Portal when the packaging status is achieved.

    CategoryClosed Specifies the category. Packaged indicates the status applies to academic years that are packaged. Not packaged indicates the status applies to academic years that are not packaged yet.

    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.

    ISIR not RequiredClosed Indicates that the packaging status applies to students who only have student payment plans and other cash awards and an ISIR is not required for those awards.

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

  4. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button