Creating a Packaging Batch
Instructions for Creating and Managing a Packaging Batch
1. Locate the "Create Batch" Button:
From the dashboard, click the plus icon located at the top right of the Red Bucket.
This action will open the New Packaging Batch screen.Use the dropdown menu to select the content type for the batch. Options include:
New Student
EFC/SAI Changes
Start Date Changes
Repacks
2. Initiate Batch Creation:
On the New Packaging Batch screen, click the “Create” button to proceed.
Once you make your selection, the batch will be placed into an In Progress status, allowing you to add students while working in the Yellow Bucket.
(The process moves from the Red Bucket to the Yellow Bucket.)
3. Data Input Screen:
After clicking the “Create Batch” button, the system will direct you to the data input screen.
The top section displays header information.
The bottom section is used for data input.
Select a Student:
In the student lookup section, select the student from the dropdown menu.
4. Enter and Save Information:
Enter the updated information in the designated fields.
Click Save to store the changes.
Saved information will appear above the data input area.
You can edit the information if the batch has not yet been submitted.
5. Send for Processing:
After completing, reviewing, and saving all entries, click “Send for Processing”.
6. Initiate Packaging:
Once the “Initiate Packaging” link appears, click on it.
The system will automatically calculate the student's award.
7. Review Awards:
To review awards, click “View” at the bottom of the page.
The system will present three options:Ignore: Retain the current system status without changes.
Create: Generate new awards based on the updates.
Update: Modify awards already present in the system.
8. Save and Execute:
After making your selections, click “Save.”
Then, click “Execute Saved Decisions” at the bottom of the page to implement the changes.