Introduction

Administrators have the ability to integrate ScholarshipUniverse with their existing systems (including Student Information Systems (SIS), Customer Relationship Management (CRM), institutional and accounting systems) via the Scholarship Codes page. This allows schools to track scholarships, funds and post awards given through the ScholarshipUniverse application.


Related

Learn how to bulk import Scholarship Codes here.


Settings > Scholarship Codes

To get to the Scholarship Codes page, click on the Settings option in the left navigation, then click on the Scholarship Codes tile.



Here is a view of the Scholarship Codes page:



Adding a Scholarship Code:

  • Step 1: Click the Add + button.
  • Step 2: In the Add Scholarship Code modal, enter values for all of the following 3 fields:
    • Scholarship Code: Enter your system code for the new Scholarship Code.
    • Description: Enter a user-friendly description of what the Scholarship code means, so users can select the correct funds when creating scholarships.
    • Scholarship Code Type: Select a Scholarship code type from a list of integration systems that the Scholarship code is related to. Here are the available options:
      • Student Information System
      • Customer Relationship Management
      • Institutional
      • Accounting & Financial System 
      • Other
  • Step 3: Click the Add button.

 

 

Editing a Scholarship Code:

  • Step 1: Click the Edit (pencil) button for the Scholarship code you want to edit.
  • Step 2: In the Edit Scholarship Code modal, update the value for any/all of the following 3 fields:
    • Scholarship Code: Enter your system code for the new Scholarship code.
    • Description: Enter a user-friendly description of what the Scholarship code means, so users can select the correct funds when creating scholarships.
    • Scholarship Code Type:Select a Scholarship code type from a list of integration systems that the Scholarship code is related to. Here are the available options:
      • Student Information System
      • Customer Relationship Management
      • Institutional
      • Accounting & Financial System 

  • Step 3: Click the Save button.



Inactivating a Scholarship Code:


Inactivating a Scholarship code will remove it as an option when creating new scholarships. However, the Scholarship code will remain in the ScholarshipUniverse application in order to keep track of previous scholarships and awards that were previously tied to it. Scholarship codes can be reactivated in order to associate to new scholarships and awards if needed. See the Reactivating a Scholarship Code section below.


  • Step 1: From within the Active tab, click the Deactivate (trash can) button for the Scholarship code you want to inactivate.
  • Step 2: In the Inactivate modal, click Yes to confirm the deactivation, or No to keep the Scholarship code active.



Reactivating a Scholarship Code:


Reactivating a Scholarship code will enable the Scholarship code to be associated to new scholarships and awards. 

  • Step 1: From within the Inactive tab, click the Reactivate (recycle) button for the Scholarship code you want to reactivate.
  • Step 2: In the Reactivate modal, click Yes to confirm the reactivation, or No to keep the Scholarship code inactive.



Troubleshooting and FAQs

[Links to related FAQ documents]