Approval Process

Owned by Siana Stewart
Last updated: Jul 22, 2020
1 min read

The R2T4 module is designed with a two-step approval process. The person completing the calculation will initially approve after they review the calculation and that will move the calculation to the Yellow bucket on the dashboard. That should prompt the final review and approval.

The approvals are displayed at the bottom of the calculation.

Final Approval

Once the second and final approval is completed the system will perform a number of automated steps.

  1. A copy of the calculation will be attached to the student’s Document Tracking section in an approved status (See Document Tracking).

  2. All refunds will be queued up in the transaction table. The refunds will initially be placed on Hold and not sent to COD automatically. The Disbursement process will send these transactions to COD (See Disbursement Process).