Select Multiple Award Periods to Filter by at Once in Fund Disbursements Grid

Client Laura Richins from colostate would like the ability to filter by multiple award periods at one time in her Fund Disbursements grid. They use a multitude of award periods that overlap, for example Fall 18/Spring 19, Fall 18 Only, Spring 19 Only, and would like to be able to select more than one at a time when filtering their Fund Disbursements grid.

  • Deleted User
  • Nov 7 2018
  • Reviewed: Voting Open
Employee Name Ashley Pierce
Client Name "shard name" colostate
User System Admin
Functional Unit Grids
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  • Keith Brown commented
    October 23, 2019 14:43

    This enahancement would also help solve our issue where by selecting 'Fall 2019,' you're returned with awards for both 'Fall 2019' and 'Fall 2019 / Spring 2020.' If users could search on multiple, they could do so; on the other hand, if users only wanted the 'Fall 2019' option, they wouldn't receive the unwanted entries as well.

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  • Admin
    Carrie Goldberger commented
    June 07, 2019 15:03

    Please see similar use case from Wisc in merged enhancement (description below) -

    "We're finding that our Engage users would like to see 'Fund Period' in their Disbursements grid. This would help them be able to search by Academic Year or Aid Year (i.e. 2018-19) instead of having to export Disbursement grids to Excel to be able to select Fall 2018, Spring 2019, Summer 2019 all together. We think this would be a time saver and would help many users who think more in terms of Academic/Aid Years rather than specific terms.

    (Note: This could also be helped by allowing Award Period to be a multi-select option for filtering)."

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