Scholarship Management

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  1. Scholarship Management
  2. Process
  3. Review the scholarship application
Process · Review the scholarship application

Review the scholarship application

Check the learner, enrollment and award basis before deciding eligibility and the approved amount.

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Step by step

  1. Prepare the award basis Scholarship Officer

    Scholarship Officer records the award name, academic year, criteria and maximum amount with the intended enrollment. Review that context with Scholarship Reviewer before staff begin selecting the award for applications.

    • Criteria, maximum amount and enrollment context are prepared
    • Updates Scholarship awards, Enrollments

  2. Capture the learner's application Scholarship Officer

    Scholarship Officer submits the learner and award through the permitted application action. The action resolves the staff actor and linked learner, award and enrollments before saving the Submitted record. Confirm the saved application identity after submission.

    • Authorized submission saves the application in Submitted
    • Updates Scholarship applications, Learners, Scholarship awards, People

  3. Review eligibility Scholarship Reviewer

    Scholarship Reviewer advances the eligible application into Review and checks the award criteria against the learner's enrollment. Read attendance or assessment evidence when the criteria call for it, and resolve an inconsistent course link before deciding.

    • Application moves to Review with its context checked
    • Updates Scholarship applications, Enrollments, Attendance, Assessment results

  4. Approve the amount Scholarship Reviewer

    Scholarship Reviewer approves the eligible application and the agreed amount. Compare the amount with the award maximum under the program's rule, then record Approved through the authorized transition.

    • Reviewed application advances to Approved with its amount
    • Updates Scholarship applications, Scholarship awards
    ApprovalA person approves before the work moves on.

  5. Hand off the result Scholarship Officer

    Scholarship Officer checks the saved learner, award, amount and status with Finance Officer. Use the agreed rejection procedure for a non-approved application, including how the decision context is retained and communicated.

    • Recorded decision supports finance follow-up
    • Updates Scholarship applications, Learners

Where it usually breaks

And how to keep it from happening.

  • The award belongs to a different enrollment from the one being reviewed. Resolve the link before approving the application.
  • Staff interpret the same eligibility wording differently. Agree the criterion and evidence needed before making the amount decision.
  • A number above the stated maximum is entered without an explanation. Apply the agreed amount rule and resolve the exception before approval.

Who does what

Roles and permissions
Scholarship Officer
, Scholarship Reviewer, Finance Officer, Administrator

Set up Scholarship Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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