Add Installments to an Approved Request

Once a request has been approved, installments may be added to the request. Installments allow approved scholarship or grant awards to be distributed in multiple payments over time rather than as a single lump sum. Each installment can have its own due date, amount, and conditions. If the request has not yet been approved, refer to Approve a Request.

User Role: Administrator

When to Add Installments:

• Awards need to be distributed across multiple academic terms, such as fall and spring semesters, with separate payment dates for each term. 
• Grant funding should be released in phases tied to project milestones or reporting requirements rather than provided all at once. 
• Scholarship recipients receive funding over multiple years, requiring installments to be set up for each academic year with specific due dates. 
• Awards have conditional requirements that differ between payments, such as maintaining a minimum GPA for subsequent installments or competing interim progress reports. 
   

Add Installments to an Approved Request

To add installments to an approved request, navigate to the Request Summary page and configure the installment details.

1. Navigate to the Request Summary page.
2. Click the Award Details tab.
    
3. Click Add Installments.
    
4. Enter the applicable Installment Information, and then click Add Installments.
   • # To Add - Number of installments to be added.
   • Due Date - The due date for the first installment.
   • Months Between - Months between the installments if there is more than one. Using this field can save time if multiple installments are being added.
     • The system will automatically configure the due dates of each installment that is being added based on the initial due date and the months between installments.
        
5. The installments that have been added are displayed. Click an installment to finish configuring it, then click Save Installments.
    
   • Previously added installments can be edited from the Award Details tab by selecting the installment form.
     
      
6. Enter the Installment Amount and any Installment Conditions.
   • Installment conditions are not visible to applicants when the Award Details setting is turned on. They can also be pulled into reporting.