[ctcLinkfinaidsupport] FA Weeklyish Bulletin 06/02/2023

Fri Jun 2 08:23:22 PDT 2023

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Knowing is Half the Battle
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DID YOU KNOW?  The FY 24 sequester fees are the same as the FY 23 sequester fees. This means for all loans where the first disbursement is made on or after Oct. 1, 2020, and before Oct. 1, 2024, the loan fees are as follows: 1.057% for Direct Subsidized Loans and for Direct Unsubsidized Loans. As an example, the loan fee on a $5,500 loan would be $58.13.
FY 24 Sequester-Required Changes to the Title IV Student Aid Programs | Knowledge Center<https://fsapartners.ed.gov/knowledge-center/library/electronic-announcements/2023-05-15/fy-24-sequester-required-changes-title-iv-student-aid-programs#:~:text=The%20FY%2024%20sequester%20fees%20are%20the%20same,fee%20on%20a%20%245%2C500%20loan%20would%20be%20%2458.13.>

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WHAT DOES THIS MEAN?  You do not have to use Direct Loan New Fee Item Types in AY 2024.  You may continue to use Direct Loan 1 Item Types without having to switch out to New Fee Item Types on October 1.

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Query Corner
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HOW MANY CHECKLISTS ARE OUTSTANDING?  Do you want to know how many checklists remain in an Initiated status for your MPNs, Entrance Counselings, and other loan-related, or any other checklists are hanging out there?  You can run the query CTC_FA_CHECKLIST_LIST  in Query Viewer.  Do a sweep of students who have outstanding checklists.

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In Case You Missed It . . .
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A couple of years ago, we mentioned QCS_QUERY_DETAILS in the Weeklyish Bulletin.
The query has a new prompt, so we are bringing it back up as a resource.
You can look up all the queries in a specific FA folder by entering a wildcard “%” in the Query Name and the name of the folder in the Folder Name.

The query definition column is useful when determining the intended purpose of a query. Since most users cannot see this using Query Viewer.

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Workshops, Trainings, Q & As, and Work Sessions
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TRAININGS/WORKSHOPS:

Session:  New AY Loan Set Up Workshop (Part 2)
When:  Friday, 06/09/23, 9AM – 10:30AM
Audience:  FA staff responsible for managing Direct Loan processes
Presenter:  Kelly Forsberg, FA Functional Trainer
Topic:  This Fin Aid Session is a hands-on workshop to set up your Run Controls for the 2023-2024 AY, picking up where we left off from 06/01

Session:  FLF Process and Authorization Refresher
When:  Tuesday, 06/06/23, 9AM – 11AM
Audience:  FA staff responsible for processing disbursements
Presenter:  Kelly Forsberg, FA Functional Trainer
Topics:  Understand all the steps in the FLF process, batch authorization and authorization failure report

Session:  Intermediate Authorization and Disbursement:  Authorization Failure Report Troubleshooting
When:  Tuesday, 06/13/23, 9AM – 11AM
Audience:  FA staff responsible for processing disbursements
Presenter:  Kelly Forsberg, FA Functional Trainer
Topics:  Understand how to troubleshoot the most common errors on the Auth Fail Report

WORK SESSIONS

Session: Special Fall SAP
When: NEW DATE/TIME! Wednesday, 06/21/23, 1PM – 3PM
Audience: Staff responsible for managing SAP during summer term
Presenter:  Amanda Hoover, FA Support Senior Functional Analyst
Topics:  Join us in a Fin Aid Work Session on how to manage special fall SAP before and after grades are posted.  This work session topic will be on Special Fall SAP 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!  If you want to take a looksie to see what they’re going to look like, you can check out the list of QRGs below.

Changes include:

  *   Removing Nav Bar > Navigation > Main Menu navigation from the nav paths.  Nav paths are still there, but will begin with Financial Aid > etc.
  *   Removing the 9.2 from the QRG title
  *   Removing and/or limiting the filler screen shots on the QRGs and replacing with MP4 Video Tutorials embedded in the QRG
  *   Where necessary, adding relevant verbiage to support more complex features and functions in the process tasks
  *   Added a Fundamentals section to the ctcLink Reference Center Homepage – where basic steps such as a Run Control ID or Process Scheduler is called out in the QRG, a link to the explanation of Run Control IDs and or Process Scheduler is linked to the Fundamentals section of the Reference Center.
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MOST RECENTLY UPDATED 8.59 QRGs/BPGs:

  *   Loan Business Processing Guide (In Progress)

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Just for Fun!
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Let’s talk more HOT KEYS!  Want to sharpen your excel skills?  Try these handy-dandy little excel hot keys to keep you moving quickly through your spreadsheets, you know you love them!
·       Ctrl+N: Create a new workbook
·       Ctrl+O: Open an existing workbook
·       Ctrl+S: Save a workbook
·       F12: Open the Save As dialog box
·       Ctrl+W: Close a workbook
·       Ctrl+F4: Close Excel
·       Alt + h + o + i:  Formats your columns, tightens up extra space.  Place your cursor in the top left corner of your sheet, and voila! (Kelly’s personal favorite)
·       F4: Repeat the last command or action. For example, if the last thing you typed in a cell is “hello,” or if you change the font color, clicking another cell and pressing F4 repeats that action in the new cell.
·       Shift+F11: Insert a new worksheet
·       Ctrl+Z: Undo an action
·       Ctrl+Y: Redo an action
·       Ctrl+F2: Switch to Print Preview
·       F1: Open the Help pane
·       Alt+Q: Go to the “Tell me what you want to do” box
·       F7: Check spelling
·       F9: Calculate all worksheets in all open workbooks
·       Shift+F9: Calculate active worksheets
·       Alt or F10: Turn key tips on or off
·       Ctrl+F1: Show or hide the ribbon
·       Ctrl+Shift+U: Expand or collapse the formula bar
·       Ctrl+F9: Minimize the workbook window
·       F11: Create a bar chart based on selected data (on a separate sheet)
·       Alt+F1: Create an embedded bar chart based on select data (same sheet)
·       Ctrl+F: Search in a spreadsheet, or use Find and Replace
·       Alt+F: Open the File tab menu
·       Alt+H: Go to the Home tab
·       Alt+N: Open the Insert tab
·       Alt+P: Go to the Page Layout tab
·       Alt+M: Go to the Formulas tab
·       Alt+A: Go to the Data tab
·       Alt+R: Go to the Review tab
·       Alt+W: Go to the View tab
·       Alt+X: Go to the Add-ins tab
·       Alt+Y: Go to the Help tab
·       Ctrl+Tab: Switch between open workbooks
·       Shift+F3: Insert a function
·       Alt+F8: Create, run, edit, or delete a macro
·       Alt+F11: Open the Microsoft Visual Basic For Applications Editor
Source:  All the Best Microsoft Excel Keyboard Shortcuts (howtogeek.com)<https://www.howtogeek.com/361582/all-the-best-microsoft-excel-keyboard-shortcuts/#:~:text=General%20Program%20Shortcuts%201%20Ctrl%2BN%3A%20Create%20a%20new,8%20Shift%2BF11%3A%20Insert%20a%20new%20worksheet%20More%20items>

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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