[ctcLinkfinaidsupport] More FA Learning Opportunities Added for Jan & Feb 2024
Kelly Forsberg
kforsberg at sbctc.edu
Tue Dec 19 16:19:24 PST 2023
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Good afternoon,
I hope this email finds you merry and bright! By popular request, I have added two more learning opportunities to the SBCTC Calendar<https://www.sbctc.edu/calendar> for January and February 2024.
Outlook calendar invites will go out to the ctclinkfinaidsupport list serv shortly.
Session: Intermediate Loan Processing - Loan Troubleshooting
When: Tuesday, 1/30/2024, 9:00AM - 11:00AM
Audience: Staff responsible for awarding/managing the Direct loan program
Presenters: Kelly Forsberg, FA Functional Trainer
Objectives:
* Understand how to work varying examples from the following reports:
* Loans on Hold Report
* Origination Hold
* Origination Changes Hold
* Rejected Originations Report
* Disbursement Errors Report
* Understand which ctcLink pages to navigate and how to read and update them when troubleshooting loan reject and loans on hold messages:
* View Loan Processing Actions page
* View COD Data page
* Hold/Suspend Change Data page
* Override Loan Data page
* Override Processing Status page
Session: Intermediate Pell Processing - Pell Troubleshooting
When: Tuesday, 2/13/2024, 9:00AM - 11:00AM
Audience: Staff responsible for managing Pell payment
Presenters: Kelly Forsberg, FA Functional Trainer
Objectives:
* Understand how to read and work examples in the Pell Reports
* Pell Records by Transaction Status
* Pell Records by Status
* Pell Origination Validation Report
* Pell Disbursement Validation Report
* Pell Disbursement Status Report
* Understand how to perform Pell troubleshooting using various pages in ctcLink
* View COD Data page
* Manage Pell Payment page
Thank you,
[Compass]Kelly Forsberg
ctcLink Functional Trainer | Financial Aid
Washington State Board for Community and Technical Colleges
o: 360-704-1066
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