Maintain Student Award Amount Preservation Rules
Security:
Set Up: Time-Based Student Award Amount Preservation Rules
domain in the Financial Aid functional area. You can configure award amount preservation rules for student award items to prevent automated packaging jobs from reducing or adjusting award amounts after a specified date.
When you edit a preservation rule, no changes occur to award items using the rule, but future packaging jobs will use the latest effective rule. You can preserve any award amount, including zero. You can’t preserve blank award amounts.
- Access theMaintain Time-Based Student Award Amount Preservation Rulestask.
- Select yourInstitution.
- Add a row to theAward Preservation Rulesgrid.
- Enter aNamefor your rule.To provide greater reporting insights, we recommend naming each rule based on the date control and the type of preservation you plan to use the rule for. Examples:
- 5 Days After AEUSD for Reduction
- 5 Days After AEUSD for All Adjustments
- Select aDate Control.Award amount preservation rules trigger at 00:00:00 on the date control date.
- (Optional) To make a rule trigger before or after your selected date control, select anOffset Typeand enter a number ofOffset Days.
You can select your configured rules on student award items to prevent reduction or all adjustments to award amounts.
When multiple preservations trigger, Workday enforces the most restrictive, in this order:
- Manual Lock
- Rules to Prevent Reduction
- Rules to Prevent All Adjustments
- Preserve Disbursed Amounts
Add your rules to award items. See Create Student Award Items.
Create custom reports using these data sources:
- Time-Based Student Award Amount Preservation Rules
- Student Awards
- Student Award Items