Rollover a Loan Base Record


Concept

In this topic, you will learn how to rollover a loan base record.


Steps:

  1. Click the Base Record Maintenance menu item to b begin the process or rolling over a loan base record.

    Step 1
  2. Click the button to the right of the Award Type field to display the list of award types.

    Step 2
  3. Select the Direct Loan list item.

    Step 3
  4. Enter the information into the Academic Year field.

     

    For this example, enter a valid value e.g. "2012".

    Step 4
  5. Click the Rollover option to search for records which are eligible to be rolled.

    Step 5
  6. Click the Search button to search for loan base records which meet the criteria.

    Step 6
  7. Click the Vertical scrollbar to scroll down and view the search results.

    Step 7
  8. Note:  You may select one, many or all to roll over by checking the appropriate boxes or clicking Select All.

    Step 8
  9. Click the Select All button for this example.

    Step 9
  10. Click the Vertical scrollbar to scroll back down.

    Step 10
  11. Note:  The Select boxes are now checked for all the records listed.

     

    Click the Rollover button to roll over the records you selected.

    Step 11
  12. Note:  You may enter separate years in the To Academic Year for each record or you may complete the Roll Over To: field and click Apply to All.

    Step 12
  13. For this example, enter the year into which the records will be rolled in the Roll Over To: field.

     

    Enter a valid value e.g. "2013".

    Step 13
  14. Click the Apply To All button.

    Step 14
  15. Note:  The To Academic Year is now completed for all the records.

     

    Click the Continue > button to continue to the Summary tab.

    Step 15
  16. Click the Submit button to submit and save the rolled over records.

    Step 16
  17. The system displays a message indicating that the records were successfully rolled.

     

    Note:  If you would like to roll over additional base records, you may click Done and return to the search screen the repeat the process.

    Step 17
  18. Click the Go To Home button to return to the My Home Page screen.

    Step 18

Congratulations!

 

You have successfully rolled over a loan base record.