Purpose

This form creates and maintains institution-defined Scholarship Verification Statuses

SubSystem

Scholarships

This form can be used to perform a verification check on a Person's eligibility for a Scholarship in a particular Management Period.

The Verification criteria listed here are defined for the Scholarship Offering Instance in SCHF0600.

Verification is initiated by clicking the Verify button, at which time a check of all of the person’s criteria (both rule-based and overall) is performed. The results of the verification check are displayed in this form. If any of the rules or manual criteria are not satisfied then the status is not satisfactory.

The user can override the results of this check and record a Reason for the override.

This form displays the rules which make up the Rule-Based Verification Criteria and also the results of a Rule check against each rule, including an outcome and the rule message text. It also displays manual verification criteria (which have their outcomes recorded manually in this form).The user can override that outcome, and record a Reason regarding the overridden outcome. The user can then reverify the override.

• Allow an administrator to mark a Rule Verification outcome (either defined or overridden) to be retained. This will have the effect of retaining that outcome for future periods for that rule verification regardless of the rule check
• Display the Manual Verification Criteria for the Scholarship Offering Instance
• Display the instructional information recorded against a Manual Verification Criterion
• Allow an administrator to enter a result of the Manual check and record a Comment regarding the result.
• Allow an administrator to mark a Manual Verification outcome to be retained. This will have the effect of retaining that outcome for future periods for that rule verification regardless of the rule check
• Allow an administrator to run a check in Enquiry Only mode.
  

This form can be accessed from the main menu or, in context of a Person Scholarship Management Period, via the Verification button in SCHF1200.

The Person Scholarship Management Period block contains:

• Person ID
• Scholarship Offering Instance
• Management Period
• Activity Status
• Documents button
• Scholarship button

The Overall verification block contains:

• Enquiry Only check box
• Verification Status
• Verify button
• Verification Date
• Override Verification Status
• Reason button

The Override Reason popup contains:

• Override Reason text box
• Back button

The Verification Criteria block contains:

The Verification Rules Tab:

• Rule Description
• Outcome
• Override poplist
• Reason button
• Retain Outcome check box
• Rule Text
• Rule Message

The Manual Verification Tab:

• Verification Code
• Description
• Outcome poplist
• Retain Outcome check box
• Reason button
• Instructions

Rules/Notes:

Unless in query mode, the details displayed in the Person Scholarship Management Period block are display only and cannot be modified here.

The Activity Status of this Person Scholarship is set in SCHF1200 for this Management Period, and may be NORMAL, PART-TIME or INTERMIT.

Click on the Documents button to go to GENF0150.
Click on the Scholarship button to go to SCHF1200. This button is disabled if the user navigates to SCHF1210 from SCHF1200.

Click on the Verify button to perform an overall Verification check.

If Verification is performed in Enquiry Only mode then the Overall results of the verification will display and the rule messages will display against each rule, but the outcomes will not be saved and the Verification Date will not be set.

Any time that Verification is run, the Verification Date is updated to the system date.

For Rules or Manual Verification Criteria, if you click on the Reason button, you will display the Reason text box. The Back button closes the text box.

Setting the Retain Outcome Indicator (For a Rule or Manual Verification Criterion) allows a copy of the current rule and manual outcome statuses to be copied over to future management periods. A message appears, asking the user if they wish to do this.
Unsetting the Retain Outcome Indicator will remove the current outcome data from this management period and remove these values from all future management periods. 

To view the Verification rules and manual criteria that apply to this Scholarship Offering Instance:

• Go to SCHF1200
• Select the required Scholarship and Management period record
• Click on the Verification button
• Click on the Verification Rules tab to view the Rules defined
• Click on the Manual Verification Criteria tab to view the Manual Criteria defined

Rules/Notes:

Verification Rules and Manual Verification Criteria that apply to this scholarship offering are defined in SCHF0600.

If the he user executes a query without entering minimum criteria of Person ID or Scholarship Code and Management Period, they are warned that the query is going to take a long time.

• Go to SCHF1200
• Select the required Scholarship and Management period record
• Click on the Verification button
• Click on the Manual Verification Criteria tab
• Select an outcome and record a Reason for each Manual Verification Criterion
• Save

Rules/Notes:

Comments for a Manual Verification Criterion may provide instructional information on what is required for success

To test a person's eligibility for a Scholarship during this management period without saving results:

• Go to SCHF1200
• Select the required Scholarship and Management period record
• Click on the Verification button
• Select the Enquiry Only check box
• Click on Verify button

Rules/Notes:

An error displays if you attempt to save when in Enquiry Only mode.

To verify a person's eligibility for a Scholarship during this management period:

• Go to SCHF1200
• Select the required Scholarship and Management period record
• Click on the Verification button
• Click on Verify button

To override a Verification Rule result:

• Click on the Verification Rules Tab
• Use the Override poplist for the rule required to select the override outcome
• Click on the Reason button to display the Reason text box
• Record the Reason
• Click on the Back button to close the Reason text box
• Save
• Click on the Verify button again to retest all verification rules and criteria.

To override an Overall Verification result:

• Use the Override Verification Status LOV to select the required Override Status
• Use the Override poplist for the rule required to select the override outcome
• Click on the Reason button to display the Reason popup
• Record the Override Reason
• Click on the Back button to close the Reason popup
• Save

Rules/Notes:

Outcomes for all defined Manual Verification Criteria must be recorded before Verification can proceed.

If a course version based rule or a progression based rule exists and no related course details exist at the person scholarship level, then verification cannot occur and an error is displayed.

The calculated Verification Status will be displayed with today's date for the Verification Date

System Verification Status (mapped in SCHF0360) values are:

• SUCCESSFUL - Person passed all checks
• FAIL-ALL - Rules and manual criteria failed
• FAIL-MAN - Manual criteria failed/ No rules failed
• FAIL-RULE - No Manual criteria failed/ Rule(s) failed

The results of each rule checked will be stored as the Rule Outcome. If the rule is passed the outcome is SUCCESSFUL, if not it is UNSUCCESSFUL.

When a rule fails, the associated Rule Message will be displayed.

If an override result is recorded for a rule, the rule check will still be performed next time the Verify process occurs, the rule message will still appear and the outcome will be set, however the override will remain. As such the overall status will be based on the overridden outcome. If the override is cleared then the check will perform as normal.