Record an approved application as Disbursed after Finance Officer checks the agreed payment confirmation.
Finance Officer selects the Approved application and checks its learner, award and approved amount. Resolve any disagreement about the original decision with Scholarship Reviewer before beginning the finance handoff.
Finance Officer follows the program's payment procedure with the system or team responsible for execution. Establish the confirmation that permits the application status to be updated. If confirmation remains outstanding, keep the application in its approved state.
Finance Officer uses the permitted application action to advance Approved to Disbursed. Check the saved application identity and amount. This records the confirmed operating outcome and does not constitute a new scholarship eligibility approval.
Finance Officer checks whether the support has a separate fee-allocation consequence. Use the owning finance procedure to record and reconcile that allocation rather than assuming the application transition changes a charge.
Scholarship Officer locates the saved Disbursed application and understands the confirmation procedure behind it. Bring a disputed payment or mistaken status back to the agreed correction owner before further action.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.