Private WebApp

Introduction Paragraph

The topics in this section guide users in working with Bursary Manager on readyplatform

• Where to get help
• Using the Webapp
• Getting Started
• Applicant Dashboard

Before you can submit an application for a bursary, you need to create your profile

• Create your Profile

The next step is complete and submit your bursary application

• Submit a Bursary Application

After you submit an application for a bursary, it will move through various stages in the approval process. At some points, you may be asked to provide more information through additional user actions or may need to upload additional documents. These topics provide more details on each of these stages in the approval process:

• In Progress
• Waiting for applicant input (Additional Applicant Actions)
• Waiting for reviewer input
• Closed

Additional functionality:

• How to check if you have any additional actions to perform
• Work with Documents
• Duplicate a previous application
• Withdraw your application

Once a bursary has been awarded to you, there are a number of actions you need to perform before payments can be made against it. You will also notice that your Applicant Dashboard has changed and now only shows details of your current bursary.

• Applicant Dashboard with Bursary
• Complete initial actions
• Where to find your bursary contract

Your bursary will be managed through various phases as you progress through your studies. These items explain this process in a bit more detail:

• Additional actions on bursaries
• Renew your bursary at mid-year
• Re-apply for your bursary at year-end

Additional functionality:

• Work with bursary documents
• Get a statement of account

Bursary Manager Operators and Reviewers can access bursary applications through the various dashboards and reports and can then workflow each bursary application to final decision, through the following process steps:

• Assign (and re-assign) a bursary application
• Attach supporting documentation
• Send back to applicant for additional information
• Confirm that additional actions have been completed by the applicant
• Forward to reviewers (and additional reviewers) for review and approval
• Raise and resolve review notes
• Make final decision

Bursary Manager Operators and Reviewers can access bursaries through the various dashboards and reports and can then manage each bursary as regards payments, renewals, interaction with the student, etc:

• Reassign a bursary operator
• Attach bursary documentation
• Send back to applicant for additional work
• Confirm that additional actions have been completed by the applicant
• Make Payments
• Suspend a bursary for renewal (mid-year)
• Suspend a bursary for renewal (at year end)

Webapp Administrators are able to configure the webapp to fit their requirements using the configuration panel. Administrators can also:

• Configure the webapp by setting master configuration settings
• Work with Custom Lists to add/edit options that are displayed in various drop-down lists across the webapp
• Add/edit/delete KPMG Offices available in relevant drop-down lists in the webapp
• Manage users by assigning access to Operators, Reviewers and Administrators
• Add/edit/delete Templates that are used to populate the email messages that are sent to applicants at various stages in the application process
• Add/edit/delete Beneficiaries other than students
• View Student Banking Details in order to make payment directly to them for relevant items
• Manage Frequently Asked Questions, Supporting Documents and External Links