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SCHF1020 - Maintain Applicant Scholarship Applications - New for release 10.1
Purpose |
This form is used to maintain a Scholarship Applicant's Scholarship Applications |
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SubSystem |
Scholarships |
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Normally Run By | Scholarship Specialist | |
Anticipated Frequency | As required | |
Structure | Block | Applicant |
Scholarship Application | ||
Tab | Scholarship Offering | |
Offering Summary |
This form allows a user to perform high level processing of Scholarship Applications for an Applicant. The user is able to view a list of Scholarship Applications for an Applicant, both current and completed. They can also process the status of the Scholarship Application and create a new Scholarship Application record. The form may be accessed directly from the Callista menu (in query mode) or via navigation button in the Maintain Scholarship Applicant (SCHF1010), in context of that Applicant. This form allows the user to search for an Applicant or Person in Callista. When creating a new Scholarship Application for the Applicant, the user can search for and select from a list of currently available scholarships. This form also allows the user to navigate to Maintain Scholarship Application Applicant Eligibility Response (SCHF1030) and Assess Scholarship Application Eligibility (SCHF1040) in the context of the Applicant and the Scholarship Offering Instance. The Defer button allows the user to select a future Offering Instance of this Scholarship into which an Application can be deferred. The user can also navigate to Applicant Details (SCHF1010) from this form. |
The Applicant block contains:
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Rules/Notes: The Find Applicant and Find Person buttons are available to assist in querying for the Applicant if this form is accessed directly from the menu. The Applicant Details button opens SCHF1010 for the student currently displayed. |
The Scholarship Applications block contains:
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Rules/Notes: When a Scholarship Application is selected, details for the Scholarship Offering Instance that are displayed, but which are not be updateable include:
The Source value is ONLINE for applications created via Applicant Portal, ADMIN for applications created by an user and DEFERRAL for a new application created by deferring from a previous period. The Outcome and Offer Response values change as a Scholarship Application is processed. The Applicant Eligibility Response button allows the user to navigate to Maintain Scholarship Application Applicant Eligibility Response form (SCHF1030) where Applicant Eligibility Responses for this Application can be viewed and updated. The Assess Eligibility button allows the user to navigate to the Assess Scholarship Application Eligibility form (SCHF1040) where Applicant Eligibility Response Scores can be viewed and updated. The Defer button opens the Deferral Period Selection popup and allows the user to select a future Offering Instance of this Scholarship into which this Application can be deferred. |
The Scholarship Offering tab contains:
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Rules/Notes: This tab displays further information about the selected Scholarship Application. Text can be entered in the Comments field but the other fields contain information defined for the Scholarship Version in SCHF0500. |
The Offering Summary tab contains:
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Rules/Notes: This tab displays further information about the Offering Instance of the selected Scholarship Application. These fields cannot be updated on this form. The Application Close Date is defined in SCHF0300 (and may be overridden in SCHF0510), and the other fields are updated automatically as applications for this Scholarship Offering Instance are processed. |
The Deferral Period Selection popup contains:
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Rules/Notes: This popup displays Scholarship Offering Instances that have been listed for 'deferral into' from the selected Scholarship Offering Instance. These are defined for the Scholarship Offering Instance in SCHF0395. The Calendar Type, Start Date and End Date are inherited from the Scholarship Offering Instance and cannot be updated. The Select checkbox allows the user to nominate an Offering Instance for deferral into. When the Offer Response Status is updated to DEFERRED, this list of permitted ‘defer to’ periods for the Scholarship Offering Instance will be available for the user to select a ‘defer to’ period. The Continue button allows the user to continue processing the deferral after selecting an Offering Instance. The Back button closes the popup without deferring the Scholarship. |
To Create a new Application for an Applicant
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Rules/Notes: Scholarship Offering Instances are available for selection if the current date is within the Application Start Date and Administrative End Dates determined for the Offering Instance, they are offered (in SCHF0510), and if the Scholarship Version Status is ACTIVE (in SCHF500). The list displayed by the Scholarship Code LOV includes Scholarship Period details and is not restricted by any Eligibility Details. When an user creates a scholarship application, it is created with a system Application Status of SUBMITTED. The Submission Date will equal the current date. Validations
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To Process an Applicant's Application:
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Rules/Notes: The user can maintain an Application's statuses through various stages of the Application process:
When the Outcome Status of OFFERED is recorded, the current date will be used to populate the Offered Date. This Offered Date can be updated by the user. The round in which the successful offer occurred will also be recorded for the application. Application Statuses may also be affected by activities in other forms e.g. SCHF1050. Validations:
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To Defer an Applicant's Application:
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Rules/Notes: For some scholarships, the applicant is permitted to defer the uptake of the offer into a future scholarship period. The system Offer Response Status of DEFERRED is used to record this intention. When the Defer button is pressed, the user needs to nominate which future period the applicant is going to take the scholarship offer in. When the Defer button is pressed, a list of permitted ‘defer to’ periods for the Scholarship Offering Instance will be displayed for the user to select from. Deferral periods for a Scholarship Offering Instance are defined in SCHF0395. When the user makes a selection, a process is executed that creates a new application for the 'deferred to' Scholarship Offering Instance. This new scholarship application will be created with:
Validations
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To Delete an Applicant's Application:
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Rules/Notes:
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Last modified on 6 December, 2007 10:01 AM
History Information
Release Version | Project | Change to Document |
10.1.0.0.0.0 | 1411 - Scholarships | New Form |