SchoolAdmin provides several tools to manage scholarships.  Forms and checklist items can be used to allow parents and students to apply for scholarships while fields, custom filters, and searches are used to track and manage the status of the scholarships.  For awarding scholarships and applying those amounts to the contract, there is a special field type that allows you to set up any number of scholarships and manage the awards.

Scholarship Field Setup

Fields are added by contacting SchoolAdmin support.  For scholarships, let us know how many you need.  You can customize the names of each later on.  Once the scholarships have been added, the fields will appear on the Field Management page.  From this page, you can edit the names of the Scholarships.  The name will be displayed on the contact record and on the contract if the scholarship(s) are awarded.

Awarding Scholarships

  • Go to the contact record of the student that received the scholarship.
  • Click on the Enrollment tab and click the 'edit fields' button in the upper right.  Find the scholarship field you wish to edit.  You can put the field under any grouping, but it is most often found under Enrollment or Financial Aid.
  • Enter the amount and click on the 'save edits' button.

The scholarship name and amount will now appear on the contract.  You can preview the contract to see how it will look.

Additional Tips

Use the scholarship status field to make it easy to search for students interested in the scholarship process or track their progress through the process.  As you award scholarships, change the scholarship status so you can create a report that displays each scholarship type in a column to get a picture of who has been awarded and how much.

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