Maintain Cost of Attendance Reaction Policies

Security: Set Up: Cost of Attendance
domain in the Financial Aid functional area.

Configure how Workday responds when a student experiences an event that affects their cost of attendance (COA). Example: A change in their citizenship, residency, or campus location.

You can instruct Workday to calculate COA again automatically or wait for you to review the triggering event before recalculating COA.

Access the

Maintain Cost of Attendance Reaction Policy

task.

Select an

Effective Date

Workday automatically populates the prompt with today's date. If you want your reaction policy to be effective for the current academic period, select a date that's on or before the standard start date of the academic period. Workday uses the standard start date of the academic period to determine when your reaction policy takes effect.

Example: During the Fall 2022 academic period, you want to add a Citizenship
reaction reason to your reaction policy, effective immediately. Select an

Effective Date

that's on or before the standard start date of the Fall 2022 academic period.

Select the

Academic Unit

and

Academic Level

, or

Program of Study

for which you want to create cost of attendance reaction rules.

Add a row for every COA reaction rule.

As you complete the task, consider:

Option	Description
Reaction Reason	Select a reaction trigger. When an event occurs that sets off this trigger, Workday reacts according to the Reaction Method selection. When you select these reaction reasons, specify the objects or groups you want to trigger the reaction for on the Maintain Financial Aid Reaction Policy task: Custom Object Change Student Groupings
Reaction Method	Select whether Workday automatically recalculates COA or waits for you to review the triggering event manually.
Manual Review Date Control	If automatically recalculating, select the date on which automatic processing switches to manual review. If you configure this field, make sure you also set up the corresponding date control in the Maintain Academic Period Date Controls task. Otherwise, Workday automatically uses Review as the Reaction Method .

When you configure the Student Groupings
or Custom Object Change
reaction reasons on your policy, access the

Maintain Financial Aid Reaction Policy

task and select the student groupings or custom objects for which you want to trigger a reaction.

To stop Workday from creating new cost of attendance reactions after a certain date, configure the

Cost of Attendance Reaction Evaluation End Date

using one of these tasks:

Maintain Academic Period Date Control

Maintain Academic Period Type Date Control Rules

If you use the

Maintain Academic Period Type Date Control Rules

task, the date control will only impact future academic periods of that type. For past academic periods, you must configure the reaction evaluation end date using the

Maintain Academic Period Date Control

task.

For more information, see Steps: Manage Date Controls and Reference: Date Controls.

You can view the COA reaction policies on the

Academic Unit Policy Viewer

report for:

An institution.

An academic unit or academic level.

A program of study.

If a student experiences an event that triggers manual review, you can resolve the reaction using these reports:

Cost of Attendance Reaction Review

View Cost of Attendance