ERP proposal/Scholarships
PROPOSED SOLUTIONExplore demo

Module 04 / 13 · Student lifecycle

Scholarships

Track every year’s scholarship application independently, including form completion, verification, corrections, sanction, money received and fee allocation. Keep scheme-specific requirements configurable.

Annual forms & renewalsEligibility documentsVerification & correctionsSanction & receiptsFee allocations

The working flow

What happens, step by step

  1. Scholarship officer records the scheme and proposed checklist.
  2. Student fills a fresh application or renewal for the applicable year.
  3. Officer checks eligibility evidence and requests any correction.
  4. Submitted application is tracked using its external acknowledgement.
  5. Officer records the sanction decision and amount from supporting evidence.
  6. Accounts records who received the money and how much; only college receipts can be allocated to fees.

How this connects

Reuse verified student information and link every allocation to the exact student-year fee account. A renewal never overwrites an earlier application.

One owner for every action.
The responsible office enters and maintains its records. The named verifier checks accuracy; the approver authorises decisions. Every material change retains the actor, date and reason.
Explore this workflow →

Annual forms · fictional example

Do not lose the first-year form at renewal

Each row below represents a separate application with its own form, documents and history.

Study yearForm / typeFilledSubmittedVerifiedSanctionedReceived / applied
Year 1SCH-AS-2023 · Fresh05 Jul 202310 Jul 202314 Jul 2023₹25,000₹25,000 / ₹25,000
Year 2SCH-AS-2024 · Renewal05 Jul 202410 Jul 202414 Jul 2024₹25,000₹25,000 / ₹25,000
Year 3SCH-AS-2025 · Renewal05 Jul 202510 Jul 202514 Jul 2025₹30,000₹30,000 / ₹30,000
Year 4SCH-AS-2026 · Renewal05 Jul 202610 Jul 202614 Jul 2026₹30,000₹20,000 / ₹20,000
Final-year follow-up: the Year 4 form is complete, submitted and verified; ₹30,000 is sanctioned, but only ₹20,000 has been received by the college and applied to fees. The scholarship desk follows up on the remaining ₹10,000. Accounts changes the fee ledger only after a verified receipt is allocated.

For longer or shorter programmes, the same component repeats for the configured duration. Years before lateral entry display “Not applicable” rather than “Form not filled”. Scheme-specific fields remain configurable.

The record specification

Fields, requirements & responsibility

Each row identifies the input, when it is needed and who is responsible.

40 field entries

01 / Annual application & eligibility

18 fields
Annual application & eligibility: field name, input type, requirement, entered by and verified or approved by
Field nameInput typeRequirementEntered byVerified / approved by
Student IDLinked recordRequiredStudentScholarship officer
Study year and academic sessionSelectRequiredStudentScholarship officer
Scheme name and authorityTextRequiredStudentScholarship officer
Application typeSelect: fresh / renewalRequiredStudentScholarship officer
Eligibility categorySelectAs scheme requiresStudentScholarship officer
Income certificate reference and validityText / dateAs scheme requiresStudentScholarship officer
Category / domicile certificateFile / referenceAs scheme requiresStudentScholarship officer
Academic result and attendance evidenceLinked record / fileAs scheme requiresStudentScholarship officer
Bank beneficiary name and masked accountTextFor disbursementStudentScholarship officer
Bank name and IFSCTextFor disbursementStudentScholarship officer
Form filled?Yes / noRequiredStudentScholarship officer
Form completion dateDateIf filledStudentScholarship officer
Form submitted?Yes / noRequiredStudentScholarship officer
Application / renewal numberTextIf submittedStudentScholarship officer
Submission date and acknowledgementDate / fileIf submittedStudentScholarship officer
Submitted form copyFileIf submittedStudentScholarship officer
Required document checklistChecklistRequiredStudentScholarship officer
Documents complete?Yes / noRequiredStudentScholarship officer

02 / Verification & correction

10 fields
Verification & correction: field name, input type, requirement, entered by and verified or approved by
Field nameInput typeRequirementEntered byVerified / approved by
Verification statusSelect: pending / verified / correction required / rejectedRequiredScholarship officerDesignated scholarship authority
Verified by and dateStaff / dateWhen verifiedScholarship officerDesignated scholarship authority
Correction required?Yes / noRequiredScholarship officerDesignated scholarship authority
Correction details and deadlineLong text / dateIf correction requiredScholarship officerDesignated scholarship authority
Resubmission date and fileDate / fileAfter correctionScholarship officerDesignated scholarship authority
External application statusSelectRequiredScholarship officerDesignated scholarship authority
Sanction decisionSelect: pending / sanctioned / rejectedRequiredScholarship officerDesignated scholarship authority
Sanction reference and dateText / dateIf sanctionedScholarship officerDesignated scholarship authority
Sanctioned amountCurrencyIf sanctionedScholarship officerDesignated scholarship authority
Rejection reasonLong textIf rejectedScholarship officerDesignated scholarship authority

03 / Disbursement & fee allocation

12 fields
Disbursement & fee allocation: field name, input type, requirement, entered by and verified or approved by
Field nameInput typeRequirementEntered byVerified / approved by
Scholarship receipt IDAutomatic IDOn receiptAccountsReconciliation officer
Received amountCurrencyOn receiptAccountsReconciliation officer
Receipt dateDateOn receiptAccountsReconciliation officer
Beneficiary destinationSelect: college / studentRequiredAccountsReconciliation officer
Bank transaction referenceTextOn receiptAccountsReconciliation officer
Receipt verified?Yes / noRequiredAccountsReconciliation officer
Amount allocated to feesCurrencyFor verified college receiptAccountsReconciliation officer
Target student and fee yearLinked recordFor allocationAccountsReconciliation officer
Fee credit transaction referenceLinked recordOn allocationAccountsReconciliation officer
Unallocated college receipt balanceCalculated currencySystem generatedSystemReconciliation officer
Sanctioned amount still pendingCalculated currencySystem generatedSystemReconciliation officer
Receipt / allocation remarksLong textOptionalAccountsReconciliation officer

Approvals & operating rules

  • Application approval and receipt confirmation are separate actions.
  • Scheme eligibility, documents and renewal deadlines must be confirmed with the institute before production.
  • No automatic government-portal submission is implied. External submission references are recorded in the ERP.

Keep people informed

Notifications

  • Student: form pending, submission deadline and correction request.
  • Scholarship officer: verification backlog and missing external acknowledgements.
  • Accounts / student: sanction updates, receipt confirmation and fee allocation.

Make decisions clearly

Reports

  • Year-wise forms not filled / not submitted
  • Missing documents and correction ageing
  • Submitted versus sanctioned applications
  • Sanctioned versus received amounts
  • College receipts, direct student receipts and fee allocations

Notification channels, approval thresholds and external integrations are proposed and will be confirmed with the institute. The local demonstration does not send messages.