Student Educational Award TCP Workflow Processors Manual

Processing Student Educational Awards within the TCP Invoices workflow requires unique routing decisions.

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.
Student Educational Award Submissions Routing to Travel and Complex Payments (TCP)

Student Educational Award forms meeting the criteria outlined below route to TCP to be processed as a Direct Pay Request (DPR).

1. If an award is entered that does not require enrollment.

2. If a Travel Award is submitted.

3. If a Student Emergency Relief Award COVID19 is submitted.

Direct Pay Request Processing

1. Log in Perceptive Content and navigate to the appropriate TCP Invoices workflow queue based on the last name of the student.

queues

2. A list of items to be processed will appear on the right side of the Perceptive Content Explorer window.  Double click on an item to be processed to open it.

3. Review the form details, document keys, custom properties and any attachments. 

  • Student awards routed as Direct Pay Request documents will include a DPR Details stamp with relevant information from the original submission
  • Stamps from Budget and/or Tax will be included for forms routed for their approval
  • The custom property Student Educational Award will be set to "Yes"
  • The custom property Student Award Status will be set to "DPR Processed"

details

4. Complete one of the actions below based on processing determination.

  • If the DPR needs to be denied, change the Student Award Status to "Denied", attach any supporting documentation, click the Route Forward icon, select TCP Ready to Archive and click the Route button.

status

route

  • If additional action is needed by Budget, Grants and Contracts, or Tax, click the Route Forward icon, select TCP_Budget Office, TCP_Grants and Contracts or TCP_Tax Office and click the Route button.

route

  • If the DPR is processed, click the Route Forward icon, select TCP Ready to Archive and click the Route button.

route

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