Course claim batches

On the Course claim batch page, all generated course claim batches are listed. Admin can create new course claim batches for funding agencies, create PSEA course claim batches for MOE, and generate PSEA documents.

Create a course claim batch for funding agencies

In the Funding agency batch tab, course claim batches can be created by funding agencies. To create a course claim batch for a specific funding agency, complete the following steps:

1. Click Create.

2. In the Create course claim batch panel, complete the configurations.

Create course claim batch.

Click Add and add course claim items with the selected funding agency to the batch.

3. Click Save.

Create a PSEA course claim batch

In the PSEA batch tab, admin can create course claim batches for MOE with payment collections to claim for fees paid by Post-Secondary Education Accounts.

To create a PSEA course claim batch, complete the following steps:

1. Click Create.

Create PSEA batch.

2. In the Create PSEA batch panel, complete the configurations:

3. Click Save.

Edit course claim batch status

The statuses of the course claim batches are listed in the following table:

Course claim batch type	Status	Description
Funding agency batch	Accounted	The batch has been accounted.
	Completed	The course claim batch has been approved by the funding agency and the claimed amount was received.
	Inactive	The claim batch has been deactivated.
	Pending claim	The default status after the batch is created.
	Submitted for claim	The batch has been submitted for claim.
PSEA batch	Approved by funding agency	The claim batch was approved by MOE.
	Cancelled	The claim batch was cancelled.
	Disbursed	The claimed amount was disbursed.
	Disbursement submitted	The claim amount disbursement was submitted.
	Pending disbursement	The claim amount is pending disbursement.
	Rejected by funding agency	The claim batch was rejected by MOE.

To edit the status of a batch, complete the following steps:

1. Select a batch.

2. Click Edit.

Edit course claim batch.

3. In the edit panel, complete the updates.

4. Click Save.

Generate a PSEA claim batch form

After a PSEA batch is created, admin can generate a form (PDF document) and send it to MOE for approval.

When generating the document, complete the following steps:

1. Select a PSEA batch.

2. Click Generate documents.

Generate PSEA batch form.

3. The PSEA form will be downloaded to the local device.