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titleThe table on this expand section contains a list of all the fields [required/optional] to create a scholarship record.

Some of these fields and the information to be recorded in them will be institution specific and the descriptions are only suggestions to the type of data that can be recorded in them to track and record the required information for Scholarships within your institution.

Field Name

Brief Overview

Scholarship Id

This is a system allocated number once the record has been saved

Scholarship Type

An institution specific list of the types of Scholarships available with in your institution

Scholarship Code

An Institution Specific list of Codes that correspond to the Scholarship types within your institution

Financial Structure

The Financial structure, amount or percentage to be allocated to this particular scholarship / type

Scholarship Status

  • Active

  • Student Deferred

  • Student Withdrawn

  • Student Completed

  • Revoked

Highest Achievement

 

250 Word Profile

 

Notes

Any notes relating to the Scholarship or scholarship application

Image Upload

 

Image Upload 2

 

Date Application Received

Date the Student submitted the Scholarship application

Application Fee

The Amount charged to apply for the Scholarship

Application Fee Paid

  • Yes

  • No

Student Application Type

  • New

  • Continuing

Application Status

  • Successful

  • Unsuccessful

Course of Study

The enrolled course of study the Student is in that the Scholarship is paying for

Date Student Commenced

Commencement date of the Course of Study

Date Scholarship Commenced

Commencement date of the Scholarship

Scholarship Score

A transparent rating score for the Student’s Scholarship application. This gives institutions the opportunity to rate Scholarship for allocation on a merit system

Workflow

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titleAdding a Scholarship Payment to a Unit Enrolment

How to Add a Scholarship Payment to a Unit Enrolment

  • Click on the Student tab in the side menu

  • Click on the Search option in the side menu

  • Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname

  • Click on the Search Student button

  • This will return a list of students that meet the searched criteria

  • To filter the returned options in this box above the returned results start typing the students First / given name. This will reduce the number of results. 

  • Click on the blue hyper link on the left side of the required record.

  • The student's record has now been loaded.

  • Click on the Action menu next to the Course the unit belongs to that will receive a Scholarship. The Action menu will open

  • Click on the Academic Record option in the Action menu

  • Click on the Edit icon next to the Unit to be given a Scholarship

  • Click on the Subsidy Type drop box and select the Scholarship type

    • Enter

    1. Load the Student’s Summary Page: How to Load the Student Summary Page Workflow

    2. On the Student Summary Page, click the ACTIONS menu against the Course Enrolment record where the Unit Enrolment that will receive a scholarship belongs. Select the Academic Record from the options.

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    3. Click the EDIT button (pencil icon) next to the Unit Enrolment to be given the scholarship payment. This will open the unit enrolment details.

    Image Added

    4. Go to the FINANCIAL INFORMATION section, select the subsidy type from the list, enter the amount in the Subsidy Amount field

    Click on the Save Unit Enrolment button

    , and click the SAVE UNIT ENROLMENT button to save the changes.

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    back to top

    Expand
    titleHow to Edit an Amount Paid Field for Scholarships

    These instruction are for If a Scholarship amount wasn't applied and the Invoice needs to be adjusted to be included.

    1. Click on the Accounting tab in the side menu

    2. Click on the Search option in the side menu

    3. Enter one of the following options in to the relevant search box: Student Number, Student's Family name / Surname

    4. Click on the Search Student button

    5. This will return a list of students that meet the searched criteria

    6. To filter the returned options in this box above the returned results start typing the students First / given name. This will reduce the number of results. 

    7. Click on the blue hyper link on the left side of the required record.

    8. The student's record has now been loaded.

    9. Scroll down to the the Student Invoice List section

    10. Click on the Action menu next to the Invoice to be updated, the Action menu will open

    11. Click on the Edit Invoice option

    12. Click the Drop box next to the Status option and select the In-Process option

    13. Click the Save Invoice button

    14. Click on the Accounting option the side menu

    15. Click on the Summary option in the side menu

    16. Scroll down to the the Current unit Enrolment section

    17. Click on the Edit icon next to the Unit to be allocated to Scholarship / Edited

    18. The Unit record will now Load

    19. Scroll to the bottom of the page and Click the Edit Fee button

    20. Update the Scholarship  / Subsidy amount 

    21. Update the Scholarship type

    22. Click on the Save Unit Enrolment button

    23. The Unit can be added to the invoice.

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