Steps: Mass Lock or Unlock Student Awards

Set up award packaging.

You can lock or unlock student awards in bulk to prevent the award packaging process from making changes to them.

Workday can process up to 50,000 student awards for mass lock or unlock operations. You can also lock or unlock awards individually using the

Total Financial Assistance

report.

Mass lock and mass unlock operations don't apply to student applicant awards.

Create Segment-Based Security Groups.

From the

Access to Segments

prompt, select Lock or Unlock Student Awards
. Add your security group to the Mass Operation Management
domain.

Activate Pending Security Policy Changes.

Create Custom Reports.

Create a custom report with a data source of

Student Awards

to retrieve the awards on which to perform the lock or unlock operation. To retrieve only active student awards, select Active Student Awards
from the

Data Source Filter

prompt.

Workday omits alternative loans from the report.

Set Up Mass Operations.

From the

Mass Operation Type

prompt, select Lock or Unlock Student Awards
.

The

Results

section of your lock or unlock mass operation displays information about

Report Output

Data Processed

, and

Data Not Processed

When Workday processes awards successfully, we:

Create a new package and award instance.

Update the student’s

Total Financial Assistance

report.

Workday doesn’t process awards:

That are inactive.

That are locked when you run a lock operation.

That are unlocked when you run an unlock operation.

That are alternative loans.

From a different award year than the one you select when you set up the operation.

That we repackage while the operation is in progress.

With multiple sequences when your custom report doesn’t include all instances from all sequences of the award.