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System Access Restrictions
The ability to view items and complete actions within Perceptive Content is restricted based on approved system security access. An FAQ on requesting access updates is available here. Questions regarding which security group(s) will provide the access needed can be submitted via a Help Ticket.
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These awards will be processed by the Office of Student Financial Aid except for travel awards, awards to non-U.S. citizens/residents, participant stipends where enrollment is not required and awards to students enrolled for fewer than 3 credit hours, which Financial Services will process. All awards entered through this system must be educational in nature, including participant stipends. All awards, except for Participant Stipends where enrollment is not required and travel awards, will be processed as awarded financial aid that is included in the recipient's Cost of Attendance calculation. If a Student Educational Award requires a Direct Pay Request (DPR), then a DPR will automatically be generated and sent to Travel & Complex Payments. All awards where "No-Doesn't require enrollment" is selected are routed to the Tax Office for approval before processing. If enrollment is not required, then this should be supported by including details about the nature of the award in the Student Award Comments and by adding Attachments.
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SEA Form Submission
1. Open a browser and go to the Student Educational Award Form link to launch the form.
2. When prompted, enter your NinerNet credentials and click Log In.
3. The selected form will be displayed with your UNC Charlotte ID and Name auto-populated in the Submitted By fields.
4. Click on Show Instructions in the top left corner of the form to expand the instructions for viewing.
5. The link will change to Hide Instructions. After viewing the instructions, click Hide Instructions to collapse them again.
6. Click the dropdown to select the type of Award Purpose to be submitted.
7. For all Award Purpose selections, the UNC Charlotte ID for each Student Award Recipient should be added at the bottom of the form. Clicking Add Recipient will append a line to the form to enter an additional recipient. An added line can be removed by clicking the X button to the right of the line. At least one Student Award Recipient must be included when the form is submitted.
8. Required form input varies by Award Purpose. The table below provides an overview and tips by Award Purpose.
9. All award types have the buttons below at the form's bottom.
- Submit Student Educational Award: After completing all entry on the form, click this button to save your transaction and route it for processing within Perceptive Content. If any required inputs are missing or invalid, an error message will appear prompting correction. After completing any necessary updates, click the Submit Student Educational Award button again.
- Attachments: This button brings up a screen allowing you to attach documents to your transaction. Click Add, browse within the explorer window that opens to select the document(s) you wish to attach, click Open, and then click OK to complete the attachment process.
Note:
- Total attachment size should not exceed 20MB. Attempts to attach more than this limit will result in an error message and failure to submit.
- It is best if names of attached files are simple. If names of attached files contain special characters (e.g. %, &, #) it may result in an error message and failure to submit.
- Attachment file types of PDF, Word, Excel, Text, CSV, TIF, JPEG and PNG are accepted.
10. To exit the form, close the browser or tab.
SEA Form Monitoring and Update
1. The Preparer, Fund Manager and Principal Investigator (if grant funded) will receive a confirmation email indicating the form was submitted for approval/processing. The details included in this email should be reviewed for accuracy.
2. If there are errors in the submitted transaction then the Preparer will receive an email indicating what errors need to be resolved prior to resubmission.
Note:
- If the student is not setup as a vendor, the award will not be processed until this is completed in 49er Mart. Instructions can be found on the Financial Services Form website, http://finance.charlotte.edu/resources/forms.
- If no Banner detail code exists for the award account/fund combination, a Banner Detail Code Maintenance Form can be submitted to request one. Information regarding the form is available at https://finance.charlotte.edu/resources/forms/.
3. Designated approvers/processors will receive emails requesting that they review and approve/deny the submitted transaction.
4. Once all assigned processing is complete, the Preparer will receive an email indicating that the transaction was Approved and Processed, Denied or Cancelled.
Cancelling or Revising a Transaction:
- A transaction that is not fully approved can be cancelled by forwarding the confirmation email to travel@charlotte.edu, grants-contracts@charlotte.edu, budget-genfund@charlotte.edu or finaid@charlotte.edu depending on the Award Type, and requesting that the award be cancelled.
- To reduce a fully processed award, please submit a new award with a negative dollar value reflecting the value to reduce the initial award. If you are reducing an award, please include detailed information in the Comments section of the form to reflect the Lot ID of the original award and the reason for the change. Also attached is any supplemental documentation, if necessary.
- To increase the value of a fully processed Student Educational Award, please submit another award with the increased value and purpose.