Purpose

This form is used to maintain the details of Offerings of a Scholarship Version

SubSystem

Scholarships

A Scholarship Version must have at least one current Scholarship Offering for it to be available for application.  This form enables the creation of Scholarship Offerings for a Scholarship Version in much the same way that a Unit Version has constituent Unit Offerings. See CRSF2310.

This form can be accessed by clicking on the Scholarship Offering button in SCHF0500.

For the context Scholarship Version, a Scholarship Period Calendar Type (with a calendar category of SCHOLARSHP) will be selected.  Once this calendar type is selected, Scholarship Offering Instances within the calendar type can be created.  For example, if 'Scholarship Period 1' is selected as the calendar type, Scholarship Offering Instances of “Scholarship Period 1 2007”, and “Scholarship Period 1 2008” may be selected.  Start Date and End Dates of the calendars of the Scholarship Offering Instances will be displayed.
For each Offering Instance, it is possible to define the following data in addition to the calendar instance:

• The number of offered scholarships
• Whether or not the Scholarship Offering Instance is available for application via Applicant portal
• Bypass Manual Eligibility Assessment
• Applicant Portal Application Start Date Override (the first date for any online applications for the Scholarship Offering Instance)
• Applicant Portal Application End Date Override (the last date for any online applications for the Scholarship Offering Instance)
• The Minimum Equity Score required to be eligible
• Administrative Application End Date Override (the last date in Callista forms for an administrator to create or modify an application for the Scholarship Offering Instance)
• Current Offer Round
• The Minimum Admission Score required to be eligible
• Courses that a student needs to be enrolled in to be eligible for a particular scholarship
• Scholarship Offering Instance Comments.

Use the Verification Criteria button to navigate to the Maintain SOI Verification Criteria form, SCHF0600, in the context of the Scholarship Offering Instance. 
Use the Eligibility button to navigate to the Maintain SOI Eligibility Criteria form, SCHF0520, in the context of the Scholarship Offering Instance. 
Use the Course Eligibility button to display the Course Eligibility overlay. Click on the Back button to remove this overlay. 
Use the Deferral Period button to navigate to the Maintain SOI Deferral Period form, SCHF0395, in the context of the Scholarship Offering Instance. 
Use the Payment Details button to navigate to the Maintain SOI Payment Details form, SCHF0610, in the context of the Scholarship Offering Instance. 

Institutions can define different details for a scholarship from year to year, in these forms, without changing the Scholarship Version.

The Scholarship Version block contains:

• Scholarship Code:
• Version Number:
• Scholarship Version Status:
• Description:

The Scholarship Offering block contains:

• Calendar Type:
• Description:
• Closed checkbox

The Scholarship Offering Instance block contains:

• Scholarship Start Date:
• Scholarship End Date:
• Calendar Status:
• Offered Scholarships:
• Offered checkbox:
• AP Available checkbox:
• Bypass Manual Eligibility Assessment checkbox:
• Application Start Date:
• Administrative End Date:
• Minimum Equity Score:
• Application End Date :
• Current Offer Round:
• Minimum Admission Score:
• Comments:

The Course Eligibility Overlay contains:

• Course Code:
• Version Number:
• Title:

Navigation buttons:

• Verification Criteria (SCHF0600)
• Eligibility (SCHF0520)
• Course Eligibility (Overlay)
• Deferral Period (SCHF0395)
• Payment Details( SCHF0610)

Rules/Notes:

Changes cannot be made to Scholarship Offering details if the status of the scholarship version is INACTIVE.

New Scholarship Offering Instance Start and End Dates should not overlap with Start and End Dates of existing Scholarship Offering Instances.

The Application End Date must be later than the Application Start Date.

The Administrative End Date Override must be later than the Application Start Date.

When creating a new Scholarship Offering Instance record, the Application Start and End Date Override fields default to the Scholarship Application Start and End Date values from the Applicant Portal Configuration.

You cannot set the Offered check box for the Scholarship Offering Instance (SOI) if no Payment Details records exist for the SOI.

Scores between 0 and 999 can be recorded for the Minimum Equity Score.
Scores between 0 and 100 can be recorded for the Minimum Admission Score.

You cannot delete a scholarship offering instance if a person scholarship exists for it.

Use the Course Eligibility Overlay (accessed via the Course Eligibility button) to record courses that a student needs to be enrolled in to be eligible for a particular scholarship.

To create a new Scholarship Offering Instance:

• Go to SCHF0500
• Query for the required Scholarship Version
• Click on the Scholarship Offering button to go to SCHF0510.
• Select the required Scholarship Calendar using the Calendar Type LOV
  and save
• Select the required Calendar instance using the LOV
• If a previous SOI exists for this Offering you will be prompted about copying all subordinate details from the most recent offering instance into the new offering instance
• If the details for the previous SOI should be maintained, select Yes in response to the prompt
• If new subordinate details are required, select No and continue as described below
• Select AP Available or Bypass Manual Eligibility Assessment check boxes if required
• Record Administrative End Date or add Comments if required
• Save
• Select the Verification Criteria button and record Verification Criteria in SCHF0600
• Select the Eligibility button and record Eligibility Criteria in SCHF0520
• Select the Deferral Period button and record periods for deferral inSCHF0395
• Select the Payment Details button and record Payment Schedule details for the SOI in SCHF0610
• Select the Offered check box if you wish for this Scholarship to be available for selection
  Note: To select the Offered check box for the SOI you must first record Payment Details records for the SOI.

Rules/Notes:

The Scholarship Offering Instance with the most recent start date in an associated calendar is considered to be the most recent offering instance.

If you opt to copy subordinate details from the most recent offering instance into the new offering instance then the following details will be copied:

• SOI eligibility criteria
• SOI eligibility criteria response options
• SOI manual verification criteria
• SOI rules
• SOI Payment Details
• SOI Payment Methods
• SOI Deferral Periods

Should the copying process fail to copy across any data for the new Scholarship Offering Instance, then a message to this effect will be displayed to the user.