Automated Awarding Population

Use the Automated Awarding Population page to define specific student populations for prioritizing initial award evaluations.

Only campuses that are enabled to use SFAAA through process activation will be available for selection on the Automated Awarding Population form. Refer to Automated Process Activation.

Prerequisites

Authorizations:

Common - Configuration - View
Financial Aid Automation - Configuration - Automated Awarding Population - Delete, New, Save, and View

Access

Configuration > Financial Aid > Automated Awarding Population

Display and Modify Staff Group Delegation Records

Specify the Campus. The grid auto-populates with the associated records. Only campuses that are enabled to use SFAAA through process activation are listed.

Review, specify, or change the values.

Active Specifies whether the associated record is active.

Auto Repackaging Population Setting to Yes enables you to configure the population for auto-repackaging. All students who are queued for the repackaging job and who are within the population set to Yes will be repackaged. Note: Once a population is configured to Yes, it cannot be used as part of the Auto Packaging job - only as part of the Auto Repackaging job.

Campuses The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Select or assign the code for this item.

Date Added The date when the item or person was added or the status change was entered.

Date Modified The date when the item was changed. On some pages, the date also includes the timestamp.

Modified By The name or user ID of the person who changed the item.

Name The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

The items displayed on the page depend on whether the advanced feature "Enable Advanced Auto Packaging" is enabled (refer to Advanced Features).

When you select Enable Advanced Auto Packaging Enable Advanced Auto Packaging to allow configurations related to Auto Repackaging only in the standard interface of Anthology Student. Advanced Auto Packaging allows the Auto Repackaging column to be displayed under Automate by Campus on the Automated Process Activation form. When Advanced Auto Packaging is enabled, the Population form can be configured only in the Student Web App, and the Population form is deprecated in the legacy interface.

The “Auto Repackaging Population” field appears in the Student Web App only. If you configure this field to Yes, the page presents different Date Range Criteria and Other Criteria.
The Population form in the legacy interface is no longer accessible.

To delete a population, select the check box for the appropriate record and select Delete.
To edit a population record, select the link in the Name column. The Edit Automated Awarding Population form is displayed below the grid.
To create a population record, select New in the grid toolbar. The New Automated Awarding Population form is displayed below the grid.

Specify or edit the following population record properties:

Active Specifies whether the associated record is active.

Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Select or assign the code for this item.

Name The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

When the Auto Repackaging Population field is configured to Yes, the Enrollment Date and ISIR Received Date fields are not displayed.

Date Range Criteria

Academic Years Start Date The start date of the sequence. For the first sequence, Anthology Student defaults to the start date in the student's enrollment record. The start dates of the student's second and succeeding sequences are estimated using the number of weeks in the academic year or loan period and the number of weeks not enrolled. If needed, you can change the estimated date on the Academic Years tab. For loan periods, in most cases, the date should not be before the start date of the program version. For loan periods, the start date must be between the start and end dates for the Borrower-Based Academic Year (BBAY). From and To

Enrollment Date The actual date when the student enrolled in the program version. From and To

ISIR Received Date The Date ISIR Received field indicates the date the ISIR was imported into the school’s EDExpress software. From and To

Number of days past the academic year start date to stop awarding Number of days past the academic year start date to stop awarding. Valid values are 0 - 365.

Number of days prior to the academic year start date to begin awarding Number of days prior to the academic year start date to begin awarding. Valid values are 0 - 365.

Other Criteria

Award Years The financial aid award year associated with the record.

Areas of Study The various areas, such as Major, Minor, or Concentration, that the students have taken to complete their degree. The areas of study are configured by your institution.

Degrees Degrees are formal academic qualifications awarded to students upon completion of requirements for a program or major. For example, Associate, Bachelor’s, or Master’s degree. Degrees are linked to specific program versions and may include minors or concentrations. The Degree Progress Audit (DPA) ensures students meet all requirements for the degree.

Grade Levels The grade level for the student. Grade levels are configured by your institution and do not have to correspond to the option on the FAFSA or Stafford loan forms. The grade level is assigned to a student under Academic Records > Enrollment > Progress section. For a student to qualify for federal financial aid, a college grade level (1st year, 2nd year, etc.) must be assigned. For a Graduate PLUS loan, the grade level must be configured with the Department of Education ID 7 (Graduate/Professional or beyond). For award year 2026-27 and forward, graduate and professional students are reported to COD using new two-character Student Level Codes. The prior codes (6 and 7 for Graduate/Professional) are retired for 2026-27 forward. Undergraduate codes 0 through 5 are unchanged for all award years. Codes 6 and 7 remain valid for prior award years. COD Reject Edit 208 fires for any 2026-27 record submitted with Student Level Code 6 or 7. The new codes are: • 8 (GNP - Graduate Never Professional) • 9 (GwP - Graduate was Professional) • 10 (PNG - Professional Never Graduate) • 11 (PwG - Professional was Graduate) • 12 (GCE - Graduate Concurrent Enrollment) • 13 (PCE - Professional Concurrent Enrollment)

Packaging Statuses The current packaging status of the award.

Programs The programs that the student is interested in. You can select more than one program.

Program Versions The program version associated with the student or item.

Student Groups The name of the student group. If your institution has configured Anthology Student to limit groups to campuses, you can only select groups for the campus to which you are assigned. The list can also be filtered to display groups where you are the owner, public groups, and private groups to which you have been given access.

Student Statuses The prospect or student status at your institution is configurable and may differ by school. When you change a student's status, you must confirm the update in a dialog box, and if there are pending tasks from the previous status, another dialog lets you choose which tasks to keep or close as canceled. A student's current status (like Active) depends on their history and activation units; simply entering a Version Start Date does not automatically activate them without proper status progression. Status values help filter student records in lists, processes, and reports. Alumni statuses include "complete" or "graduated."

For a Student Status in the Active status category, you can configure Automated Awarding Populations only if the 'Status Represents a Title IV Withdrawal At some institutions, students who are no longer attending classes are left in an Active/Attending status so that they can still log into the Student Portal. In this scenario, the "Status Represents a Title IV Withdrawal" check box can be selected to indicate that the status represents a withdrawal for Title IV purposes. If this attribute is selected, the Status Change process will treat a status change from an Active status to the new Active status with the Title IV withdrawal attribute as if the status change was from Active to Drop for purposes of determining the NSLDS Withdrawal Date, Date of Determination, and other downstream impacts to Financial Aid, Student Accounts, and other reporting (such as enrollment reporting and Clearinghouse). This check box is displayed only when Attending is selected for System Status, and Withdrawn is selected for NSLDS Status. field is disabled (refer to Settings > System > Status Changes).

Auto packaging will only package or repackage funding for students who are in an Active status but have the "Status Represents a Title IV Withdrawal" field disabled. The system removes any status category from an already configured population when "Status Represents a Title IV Withdrawal" is enabled and saved.

Save your changes.

This feature applies to U.S. compliance only.