Scholarship Batch Process

The Scholarship Batch Process is used to group scholarship applications together allowing them to be processed as a unit. A new scholarship batch is created to group scholarship applications so that funds can be allocated to the applications, workflows can be processed or grant requests can be created. Scholarship batches can be created at any time, and scholarships can be added at any stage during the process. Scholarships can be added directly from the scholarship batch screen, or scholarships can be assigned from within the scholarship application record.

Scholarship Batch Criteria:

The Criteria tab acts as the first level filter, meaning only applications and funds that match the criteria will be displayed for processing selection.

Note: Scholarship Criteria is based on the Scholarship Application Profile record, as is the Fund Criteria. This common profile not only allows Applications and Funds to be linked to the Scholarship Batch, but also is used to match Applications to Funds.

1. To add criteria, click the Add button. A blank line is created in the center grid area.
2.  In the Criteria field, select the criteria from the drop-down list. 
3. Based on the criteria selected, the Type field will be populated with a value. 
4. For the Operator field, select a value from the drop-down list. 
5. Select a value for the Value field from the drop-down list or enter the value if the type is numeric or character. 
6. The user can create as many criteria as required by repeating the steps described above.