End Program Assignments for EOY

End Program Assignments

Student Information > General Student Administration > Federal/State Program Update Wizard

Programs can be ended in mass using the Federal/State Program Update Wizard:  
  • Create an Ad Hoc filter to select all students with an open program
  • Use the Edit Participation option under Ad Hoc Filter
  • Check the box under Include Field for End Date, with a value of 06/30/20YY
  • The Start Date and End Date should include the entire year from 7/1/20YY to 6/30/20YY
  • Overwrite Existing Data should NOT be checked for this purpose
  • Click Test first to verify that the changes will be what is intended
  • Click Edit Records to actually run the wizard and change records