Financial Aid Application - iEnabler  {s00003-13}


This option fulfills the need for current and new students to apply for financial assistance via the web.



There are certain data that needs to be in place before the students can apply

1. The bursary application end date must be setup to be in the future. {FBLM-5}

2. For the students to be able to add family members, the bursary must be setup as a NSFAS bursary. {FBLO-1}

3. The criteria codes must at least have one outcome possibility in order to display. {FBLC-10}


It's up to the Institution to work through the applications and then allocate the bursaries and loans.



Fields in the option:

Page 1:  Application Year and Period

The application year will be displayed.

Select the academic period for which the application is for.

Click on New Application to create a new application record.


Field Type
&
Length		 Description
Year N4 The applicable bursary/loan application year (Defaulted if there's only one year open for applications)
Academic Period A30 The academic period the bursary/loan application is for. (Select from the drop down list)
New Application   Click to create a new application record.

Example(s):

Example of Financial Aid iEnabler Page 1



Page 2:  Financial Application Detail

Enter the detail of the bursary/loan application.

You will only see bursaries/loans for which the student hasn't applied yet so as to prevent duplicate applications.

Click on Save to save the application or click on Revert Changes to undo the changes you have made.


Field Type
&
Length		 Description
Year N4 The year that is applied for. (Defaulted)
Academic Period A30 The academic period that is applied for. (Defaulted)
Bursary/Loan A45 The bursary/loan that is being applied for (excluding those already applied for) (Select from the drop down list)
Bursary Amount Applying For N14.2 The bursary amount the student is applying for.
Loan Amount Applying For N14.2 The loan amount the student is applying for.
Number of Members In Family N2 The number of family members.
Family Income Per Year N14.2 The total income of the family per year.
Occupation Of Breadwinner A26 The occupation of the family member who is the main income earner.
Save   Click to save the changes.
Revert Changes   Click to undo the changes you have made.

Example(s):

Example of Financial Aid iEnabler Page 2



Page 3:  Financial Application Detail - Maintenance

This page shows you the bursaries/loans that the student already applied for and gives you the opportunity to

1) Apply for another bursary/loan

2) Edit the student's family structure.

3) Edit the student's accommodation.

4) Edit the student's bursary/loan criteria outcome.

5) Delete the application record.


Field Type
&
Length		 Description
Year N4 The year that is applied for. (Defaulted)
Academic Period A30 The academic period that is applied for. (Select from the drop down list)
New Application   Click to create a new application record.
Year N4 Shows the years that the student has already applied for.  Click on the year to see the application detail.
Academic Period A30 Shows the academic blocks that the student has already applied for.
Bursary/Loan A40 Shows the bursaries/loans that the student has already applied for.
Family Structure (Edit)   Click to edit the student's family structure.
Accommodation (Edit)   Click to edit the student's accommodation.
Criteria (Edit)   Click to edit the student's criteria outcome.
Delete Record   Click to delete the current application record.

Example(s):

Example of Financial Aid iEnabler Page 3


Page 4:  Financial Application Detail

This page allows you to view the detail of what the student is applying for.

Click on Delete Record to delete the record that is shown on the page.


Field Type
&
Length		 Description
Year N4 Shows the family member's name.
Academic Period A30 Shows the relation between the family member and the student.
Bursary/Loan A45 Shows the bursary/loan that was applied for.
Bursary Amount Applying For N14.2 Shows the bursary amount that was applied for.
Loan Amount Applying For N14.2 Shows the loan amount that was applied for.
Number of Members In Family N2 Shows the number of family members.
Family Income Per Year N14.2 Shows the total income of the family per year.
Occupation Of Breadwinner A26 Shows the occupation of  the family member who is the main income earner.
Delete Record   Click to delete the record that is currently showing on the page.

Example(s):

Example of Financial Aid iEnabler Page 4


Page 5:  Current Family Structure

This page allows you to edit existing family members or to add a new family member.

Click on Add New Family Member  as to create a record for another family member.

Click on the member to edit the member's detail.


Field Type
&
Length		 Description
Member Name A33 Shows the family member's name - Click on the member to change his detail.
Relation A30 Shows the relation between the family member and the student.
Delete Record   Click to delete the current family member record.
Add New Family Member   Click to create a new family member record.

Example(s):

Example of Financial Aid iEnabler Page 5


Page 6:  Family Structure : Change Member Details

This page allows you to edit existing family member's detail.


Field Type
&
Length		 Description
Member Name A33 Shows the family member's name.
Relation A30 Shows the relation between the family member and the student.
Dependency Reason A26 Enter the reason why this family member is dependant on the student.
Tertiary? A1 Is this family member a tertiary student.
Income Type A30
 Enter the means by which an income is generated. (Select from the drop down list) (Defaulted)
Income Per Year N14.2 Enter the family member's annual income.
Age N2 Enter the age of the family member.
Save   Click to save the current family member record.
Revert Changes   Click to undo the changes you have made.
Delete Record   Click to delete the current family member record.
Return   Click to return to the previous page.

Example(s):

Example of Financial Aid iEnabler Page 6


Page 7:  Family Structure : Add New Member

This page allows you to add a new family member.


Field Type
&
Length		 Description
Member Name A33 Enter the family member's name. (Select from the drop down list) (Required)
Relation A30 Enter the relation between the family member and the student. (Select from the drop down list) (Required)
Dependency Reason A26 Enter the reason why this family member is dependant on the student.
Tertiary? A1 Is this family member a tertiary student.
Income Type A30
 Enter the means by which an income is generated. (Select from the drop down list)
Income Per Year N14.2 Enter the family member's annual income.
Age N2 Enter the age of the family member.
Save   Click to save the current family member record.
Return   Click to return to the previous page.

Example(s):

Example of Financial Aid iEnabler Page 7


Page 8:  Accommodation

This page allows you to edit the student's type of accommodation while he is busy with his studies.

Click on Save to save the accommodation record or click on Revert Changes to undo the changes you have made.

Field Type
&
Length		 Description
Year N4 Shows the year of the application that you are currently working with.
Accommodation Type While Studying A30 Enter the type of accommodation the student will use while busy with his studies. (Select from the drop down list)
Area Code A30 Enter the area this accommodation will reside in. (Select from the drop down list)
Save   Click to save the changes.
Revert Changes   Click to undo the changes you have made.

Example(s):

Example of Financial Aid iEnabler Page 8


Page 9:  Criteria Outcome

This page allows you to edit the outcome for the criteria linked to the student.

Click on Save to save the criteria record or click on Revert Changes to undo the changes you have made.

Field Type
&
Length		 Description
Criteria A40 Shows the criteria linked to the student.
Outcome A60 Enter the outcome for the criteria. (Select from the drop down list)
Save   Click to save the changes.
Revert Changes   Click to undo the changes you have made.


Example(s):

Example of Financial Aid iEnabler Page 9



Processing
Rules		  
  No special processing rules


See Also:   Operational Manual om_finaidbler.html



History Of Changes

Date System Version By Whom Job Description
12-Sep-2006 v01.0.0.0 Anelia Terblanche T136080 New manual format.
05-Oct-2009 v01.0.0.1 Charlene van der schyff t162254 Insert link to operational manual.