Setting Scholarship Conditions

Setting Scholarship Conditions

Scholarship applications may be approved or paid subject to compliance guidelines or performance criteria that must be met by the Student. You can use Condition records to keep track of these guidelines and when the Student complies with them. You can also use Condition records to create follow-up reminders that are linked to the Scholarship.

NOTE: This procedure takes you through the process of creating a Condition record from the Conditions tab on the Applications supertab. You can also create Condition records from the Conditions supertab.

NOTE: Grant Code Maintenance contains a code table for Follow-Up Condition codes, which you can use to record descriptions of commonly-used conditions.

1. In the Scholarship Management module, click the Applications supertab, and then click the Conditions tab to see a Data Grid that lists the current conditions attached to the Scholarship application.

   NOTE: Each Condition record can contain up to four condition lines. Only the first line appears in the Data Grid.

2. Click the New button on the far left-hand side of the toolbar. The Edit Conditions window opens.
   
   Edit Conditions Window
   NOTE: If you want to edit an existing Condition record, you can double-click the desired record from the Data Grid on the Conditions tab.

3. The Grant Number field is automatically populated based on the Scholarship application that you were viewing. However, you can enter a different number if necessary. The Amount, Date, ID Code, and Program information (read-only) is automatically populated based on the Grant Number.
4. If you want the condition to apply to a specific payment line, enter the Line Number. If you want the condition to apply to the entire application, leave a zero in this field.
5. In the first Condition field, either click the arrow in the drop-down box and select the desired condition description from the Follow-Up Conditions code table or enter a brief text description of the condition (for example, “Must provide copy of school transcript”).
6. In the Date Due field, enter the date when the condition must be met.
7. In the Date Done field, enter the date when the condition was met. This field will usually remain empty when you first create the Condition record.
8. Enter any additional conditions that you want to add to this record.

   NOTE: Only the first condition line appears in the Conditions Data Grid. If you want to be able to view all of the condition lines from the Data Grid, you must create a separate record for each one.

9. When you are finished, click the Save button on the toolbar.
10. Do one of the following:
    • If you want to create another Condition record, click the New button on the toolbar and repeat this process.
    • If you are finished working with the Condition records, click the Close button.