Scholarships & Scholarship Details

Create a New Scholarship

• Click on the Scholarships tab at the top of the page or click on the app launcher and select Scholarships. Click New
  • If you have a similar scholarship, you can clone an existing scholarship by clicking into the existing record using the Clone button.

Fill out the following information for the Scholarship:

• Scholarship Name: Use naming conventions to make it easy to report and find your scholarship  
  • Example: GPP Full-Time Scholarships
• Awarding Unit: GPP or JPEC
• Foundation Account: Not required.  Fill in if your accounting team would like this info on a report
• Total to be Awarded: This is the total to be awarded on yearly basis  
  • Example: You have $50k to award, and once it’s gone it’s gone.  You could enter the $50k and keep track of the usage on a report
• Start Date & End Date: When did scholarship or fund start?  Enter end-date for a one-time scholarship, or if it's ongoing, leave blank
• Description: Any details you'd like to record about the scholarship

Creating Scholarship Recipients (Scholarship Details)

• On the scholarship record, the Scholarship Details section is at the bottom.  These are the records of the individuals who are receiving scholarships, and this connects the person to the scholarship.

• Click on the New button to create a new Scholarship Detail record.

Fill out the following information on the Scholarship Detail (recipient):

• Contact Name: The person getting the scholarship
• Application: This is the admission app that is connected to the scholarship.  Search for the App ID number
• Role: For a recipient choose Recipient.  If you are keeping track of donors, choose Donor
• Academic Year:  This is the year they will be receiving the scholarship.  If the scholarship spans 3 semesters, you'll need to make two detail records so that each academic year has its own record
• Awarded Date: The date you offer the scholarship
• Date Accepted: The date the recipient accepts
• Fall Payment & Spring Payment: The amount the recipient will receive in either the spring or fall semesters.  The record will automatically sum the payment amounts when you save
• Comments: Not required. Anything you might want to note about the scholarship recipient

Alternate Method to enter Scholarship Details:

• Enter a scholarship by going to the admission application.  In the related list quick links section, click on Scholarship Details.

• Click New
• The application number will be auto-populated
• Add the Contact Name, Scholarship Name, and any other pertinent details