Grants and Scholarships

Purpose of this article

This article teaches how to configur a new grants and scholarships settings in the system.

Before you start

Make sure you have:

  • the Grants and Scholarship addon enabled (please feel free to contact [email protected] if you would like more information on enabling this addon)

  • the correct administrator permissions (Admission administrator”)

  • the information about your grants and scholarships.

Instruction
  • Log in as an administrator with the permission “aids” (included with the Role “Superuser”).

  • From the Main menu, go to: Grants and Scholarships > Grants and Scholarships

  • Click on “+ Add a new Grant / scholarship”

  • Choose a type between “grant” or “scholarship”. It doesn’t effect on the functions, just determine the terminology used in the university.

  • Set the name for your grant / scholarship

  • Description - Describe the requirements for this scholarship or grant, along with any other pertinent information. It will not be displayed to the applicants.

  • Split the grant / scholarship payment:

    • Under the description is given a calendar. By clicking on the “+” button next to the each month, you can add the scheduled payments.

    • After adding the payment panel, click on Drop-down button to choose a budget. From the choosen budget will be taken a grant / scholarship amount. Total sum of the budget will be reduced with the same amount.

    • Click on “Allocate 100% x 0.00 from” button:

      • Set the how many percent will be counted in the grant / scholarship from:

        • Fixed amount - Set the amount

        • Specific amount - Choose a concrete of fee

        • Type of fee - Choose a type of fee

    • Click on “apply” button

    • You can add more than one item in the same month or you can add new items in the different months.

  • Click on “Save changes”

  • Under “Save changes” button click on Allocations:

    • Here you can find the grant / scholarship allocation based on:

      • Applicant citizenship

      • Applicant gender

      • Institution

      • Period

  • Under “Save changes” button click on Recipients:

    • Here you can find the list of all applicants that have been awarded an allocation from this grant /scholarship.
  • By clicking on “Export” button, you can download data in CSV or Excel files.

Expected outcome of the instruction

Once you create a new grant or scholarship you can start adding the applicants in the grant / scholarship list. Below you can find the link to the article “How to add an applicant in the grant / scholarship list”

Related articles

How to create a new budget?

Next steps

How to add an applicant in the grant / scholarship list?