[ctcLinkfinaidsupport] FA Weeklyish Bulletin 07/07/2023
Kelly Forsberg
kforsberg at sbctc.edu
Fri Jul 7 13:57:09 PDT 2023
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Knowing is Half the Battle
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HELPFUL REMINDERS AND TIPS:
Resurrecting this snippet from the Sept 2022 weeklyish-
DO NOT MANUALLY OVERRIDE LOAN ORIGINATION: It has been discovered that there are some occurrences of manually overriding loan origination statuses in the Direct Loan Override page. Please do not do this because manually accepting an origination will not generate again to go out to COD, essentially causing ctcLink and COD to forever be out-of-sync. The loan record will need to be maintained manually in both systems for the rest of the aid year, and this is not the accepted business practice.
Once you have made an adjustment on the Override Processing Status page, there are no take-backsies and you will forever be out of sync with COD for the aid year.
Do not make adjustments to force origination from the Override Processing Status page:
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Please use the Validation Error Reports and Loans on Hold Report to work through your loan origination rejects. Once adjustments are made, you can queue the changes up for origination from the Manage Direct Loan Application page.
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Query Corner
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DISBURSING & CENSUS. Finding students with enrollment-level changes seems like a never-ending query effort until census lock! From the Census Day Business Processing Guide, you should be running this query until census lock:
CTC_FA_LOAD_COMP_BETWEEN_DATE: This query should be run up until census date. The query compares students with different FA Load levels when disbursed to date entered in prompt. This query does not have an item type restriction. Run this before your refunds are run so as to capture students who should not have an award refunded to them if they are not enrolled in the proper enrollment level for the award
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Workshops, Trainings, Q & As, and Work Sessions
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UPCOMING TRAININGS/WORKSHOPS FOR THE MONTH OF JULY:
Session: Census Processing Refresher
When: Tuesday, 07/11/2023, 9AM - 10:30AM
Audience: FA staff responsible for processing census in ctcLink
Presenter: Kelly Forsberg, FA Functional Trainer
Objectives:
* Understand the steps on the Census Process
* Update the Run Equation with AY and term
* Update the AY and terms on the Build FA Term page Run Controls for Census
* Update the AY and terms on the Census Run Equation
* Understand how to update the Census JobSet
* Understand which Census Queries are available
Session: Disbursement Refresher
When: Tuesday, 07/18/2023, 9AM - 10:00AM
Audience: Staff responsible for running Authorization and Disbursement
Presenter: Kelly Forsberg, FA Functional Trainer
Objectives:
* Understand how to run batch disbursement and manual disbursement
* Understand the steps involved to block refunds due to withdrawn students
* Understand the available queries to help track disbursement
* Understand how to review the Customer Account
Session: User Edit Message Fundamentals
When: Tuesday, 07/25/2023, 9AM - 10:30AM
Audience: Staff responsible for running Authorization and Disbursement
Presenter: Kelly Forsberg, FA Functional Trainer
Objectives:
* Understand how and why you would use UEMs versus or in addition to Service Indicators
* Understand Assigning a UEM in batch and manually
* Track Financial Aid eligibility changes using UEMS:
* UEM for Remedial Units Exceeding 45 Units
* UEM for Students with Academic Plan Changes within a Term
* UEM for Ineligible Coursework
* Understand to how run and read the Track Student Eligibility Report
* Understand what Queries/Reports are available
* Understand how to resolve UEMs
UPCOMING WORK SESSIONS
Session: Expiring FY 2023 Unused Aid in Batch
When: Thursday, 07/27/23, 1PM - 3PM
Audience: Staff responsible for awarding and cancelling financial aid
Presenter(s): Alan-Michael, FA Support Functional Analyst
Topics: Join us in a Fin Aid Work Session on how to cancel unused aid in batch. This work session will review this process at an advanced level.
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Training Team Updates
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The QRGs and BPGs are currently undergoing a continual overhaul to accommodate the upcoming PeopleTools 8.59 system upgrade. Keep your eyes peeled for a new look and feel of the QRGs in the coming months as we work through 4,000 QRGs and guides in the ctcLink Reference Center!
MOST RECENTLY UPDATED 8.59 QRGs/BPGs:
* Loan Business Processing Guide<https://ctclinkreferencecenter.ctclink.us/m/92436/l/798572-loan-processing-business-process-guide> - make sure you bookmark the most recent version of this Business Processing Guide, as of 06/16/2023
* Pell Processing Business Processing Guide - IN PROGRESS
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Just for Fun!
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Hey, you-yeah you! Have you had enough water today? It's hot out, summertime is here, make sure you stay hydrated at work! From Healthline.com, a few tips on the benefits of drinking enough water:
* It aids in cognitive function! -Keeps you alert, focused, and improves short-term memory
* It helps boost energy! -Activates your metabolism and improves your metabolic rate, so that means you're more efficiently burning calories, even at your desk!
* It helps fight off illness! -helps you better absorb vitamins, nutrients from food, and increases your chances of staying healthy
How much water should we drink?
According to the National Academies of Sciences, Engineering, and Medicine<http://www8.nationalacademies.org/onpinews/newsitem.aspx?RecordID=10925>, general water intake (from all beverages and foods) that meet most people's needs are:
* about 15.5 cups of water (125 ounces) each day for men
* about 11.5 cups (91 ounces) daily for women
People get about 20% of their daily water intake from food. The rest is dependent on drinking water and water-based beverages. So, ideally men would consume about 100 ounces (3.0 liters) of water from beverages, and women, about 73 ounces (2.12 liters) from beverages.
You'll have to increase your water intake if you're exercising or living in a hotter region to avoid dehydration.
Source: 16 Reasons Why Water Is Important to Human Health (healthline.com)<https://www.healthline.com/health/food-nutrition/why-is-water-important#dehydration>
TGIF,
[Compass]Kelly Forsberg
ctcLink Functional Trainer | Financial Aid
Washington State Board for Community and Technical Colleges
o: 360-704-1066
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