[ctcLinkfinaidsupport] FA Weeklyish Bulletin 06/16/2023

[Kelly Forsberg]

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Knowing is Half the Battle
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DID YOU KNOW?  If you have queries and or reports you need to run on a frequent basis, you can queue these reports and queries to run on a recurrence, so they are hitting your email inbox daily, weekly, or monthly as you need to work them.

When you Run a query in Schedule Queries, at the Process Scheduler Request page, define your recurrence to go to your email in XML or XLS format, or PDF if you prefer, beginning on a date in the future with a specific run time.  Then, select the Distribution link to define where it will go.

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Next, define your Folder, Email Only items and Distribute To information.  And Voila, you have set up a recurrence!

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Query Corner
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TUITION-ONLY ITEM TYPES.  Are you in the thick of reconciliation right now?  Do you have Item Types that are tuition-only item types, and you need to true up the amounts that were awarded vs what’s been expended in SF?  Run this query:  QCS_FA_AWARD_EXCEEDS_TUITFEES to see what you should be cleaning up.  Run it on all your tuition-only Item Types.

Tip!  Set this query to run on a recurrence in Schedule Queries so it shows up in your email inbox often.  Keep your awards and accounts nice and tidy weekly/monthly so you don’t have to spring clean all at once!
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Workshops, Trainings, Q & As, and Work Sessions
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UPCOMING TRAININGS/WORKSHOPS:

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


UPCOMING 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(s):  Amanda Hoover, FA Support Senior Functional Analyst & Jed Lara, FA 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!

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


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Just for Fun!
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Do you ever go on walks at work?  The benefits to walking daily at work (on your lunch break, on a mid-morning break, or even walking-in-place) are astounding!  This Just for Fun excerpt is to remind you to get your blood flowing with a nice walk!  Take one today, before you leave the office.  Go ahead, get it done—DAILY!  You’ll thank me later!  😊

Source:  Why You Need to Walk at Work During Break | The Muse<https://www.themuse.com/advice/walking-during-work-good-for-brain-body>

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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