Awarding Scholarships

Scholarship Award Process

The Scholarship Awarded tab in Salesforce allows programs to review scholarships criteria and availability, real time across departments. This section describes how to allocate newly awarded scholarships.

1. Start by navigating to the Reports tab at the top of your Salesforce Application.

2. Search for the Scholarship /Waivers folder.

3. Open the Available for Awarding – Scholarships report by clicking on the blue report title.

4. The report describes each available scholarship. Click on the Scholarship # link to manage scholarship awards.

You can also Navigate to the Scholarships Available section using the following method:

1. Navigate to the Scholarships tab.

You will need to customize your tab to include it if it’s not already there. See “How do I customize my tabs?” wiki

2. Select “Scholarships Available & Awarded” from the view dropdown that applies to you.

3. View scholarships available, how much is available, how much has been awarded, how much is remaining.

4. Click on the “Scholarship #” you would like to review.

You are ready to add a New Scholarship Award:

1. Review the scholarship criteria.

2. Navigate to “Scholarships Awarded” related list and click “New Scholarship Awarded”.

3. Select “Record Type of new record” from pick list.

4. Select “Continue”.

5. Enter details about scholarship awarded.

6. Select Save.

New Scholarship Awarded Required Fields Descriptions

• • Scholarship: System generated ID used to uniquely identify the scholarship associated with this award.

  • Student Contact: Student who is receiving the scholarship.

  • Award Year: The school year to which this award applies.

  • Enrollment Status: Students must be enrolled for this minimum number of credits in order to receive the scholarship awarded.

  • Disbursement Type: Type of Disbursement Housing, Books, Tuition or any combination.

  • Amount Awarded: Amount of the award. This will be deducted from the total "Award Amount Available" and show up in the "Award Amt. Remaining" calculated field on the main scholarship only when the Award Status has been changed to Offered or Accepted.

  • Award Status: Current status of the award. Offered, Accepted, Declined, Rescinded, Deferred.

Written by Connie Cannon 2017