Once the student completes the follow-up questions, the follow-up item’s status will change to In Progress. Sort your follow-ups by Status or Type to move actionable items to the top of your task list. Expand a follow-up to view its details by clicking the row you want to review.
After reviewing the student’s information, you’ll need to decide what to do with the follow-up item from the following options:
1. Close the follow-up by selecting Disburse from the Disbursement status dropdown and clicking Save—this means you’re satisfied with the submitted work and no further action is needed. The follow-up’s status will change to Complete.
2. Close the follow-up by selecting Cancel from the Disbursement status dropdown and clicking Save. This means you’ve decided to deny the applicant’s next payment. In this case, you will be asked what you’d like to do with the funds.
Award another student allows you to search for another student to roll the funds to. Once you select the student’s name, click Update. The award funds for that student will display in the scholarship's Distribution tab for the current award cycle.
Choose to do nothing—the student’s status on the scholarship’s Award & Deny tab will be updated to Deny.
3. Select Request Revision from the Disbursement status dropdown—if you need the recipient to re-submit their follow up work for some reason (wrong file uploaded, poor grammar, etc), type a message to them in the Feedback for Resubmission box and click Save. This will move the task to Pending status and send an email to the applicant informing them they need to resubmit their work. They can do so when they log back into AwardSpring. When they resubmit their work, the follow-up item’s status will change back to In Progress.
Tracking Renewable Follow-Ups
Thirty days prior to the renewal payment date, renewable follow-ups will appear on the Task Board.
Renewable follow-ups are distinguished from post-award follow-ups by their Type: You can click Filters to filter by that specific type.
Expand a follow-up to view the details of the renewable payment. A Pending status indicates that the student has not yet answered the follow-up questions shown in the Responses section.
Note: You can also change the payment amount here.
Notifying Applicants about Renewable Follow-Ups
Once the follow-ups have been generated, let students with open renewals know they need to log into AwardSpring and complete the follow-ups to maintain their award. To notify them using AwardSpring, check off the applicants you'd like to email, and a bulk action dropdown menu will appear at the top where you can choose Send Email to email all the students you've selected.
Select Send Email and then click Confirm.
This will take you to the Compose screen, where you can draft a custom message and send the email (to learn more about sending emails from AwardSpring, click here).