CRM/Portal: Funding Package Management
- Shekar Kadaba
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Version 9.7.0.0
The Funding Package Management feature is designed to set up Funding Packages for Applicant Students based on Adjudication Committee ranking and the availability of funding for the Scholarship Application associated with the Applicant Student. The feature was designed to allow the Faculty of Graduate Studies and Graduate Program Directors to review and approve Funding Packages before they are included in the Letter of Admission which will be communicated to the Applicant Student. This process ensures that an Applicant Student meets all the requirements and is fully eligible to receive funding.
The main functional components included in the Funding Package Management feature are:
CRM Set Up and Functions for Admissions Officers
- Funding Sources
- Scholarships
- Program Application: Update 'Review Status' to ‘Adjudication Complete’
- Ability to set up Funding Package and Funding Package details
Portal
- Students can download a Letter of Admission (LOA) file that contains a summary of Funding details for each semester
Workflows, Cloud Flows, and Plug-ins Built for Partially Automating the Funding Package Management Feature
If Program Application 'Review Status' is:
If Program Application 'Review Status' is:
- Declined by a Student
- Declined by the Faculty of Graduate Studies or Graduate Program Directors - Funding and/or Admission
- Cancelled or Refunded - Student applies for a Deposit Refund
Then...
- Funding Package details and Funding Package records are deactivated
- Total Funding in Funding Package record is reconciled
- Disbursed Amount and Balance Amount in Funding Source records are reconciled