[ctcLinkfinaidsupport] [SPAM] FA Weeklyish Bulletin 01/05/2024

Fri Jan 5 09:51:46 PST 2024

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A Financial Aid Focus
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Happy New Year!

Following up from the FA-SF Reconciliation Refresher Training held on 12/05/23, the change to the Security Role ZD SF View Customer Accounts to include the View Payments screen is now in PRD.

FA users that have access to View Customer Accounts can now also see the View Payments page.  Before the security role update, Financial Aid staff did not have access to this SF page.  The change went into PRD 1/3/24.

As a reminder, this page was demo'd during the FA Recon session as a helpful tool on what CPL was used to pay off a charge at a moment in time.

You can use the View Payments page to do additional drill-down into charges seen in the View Customer Accounts page to include viewing Item Types that paid charges, their Charge Priority List, and their Payment Priority.  You can select the grid (highlighted in purple) to download the data into an excel doc to filter and sort to your heart’s content.

A big thanks to our SBCTC SF Team and Security Team to moving this page into view for FA staff with the View Customer Accounts security role!

Nav: Student Financials > Charges & Payments > View Payments

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Query Corner
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✨ Shining the light on this helpful query! ✨

A QUERY TO CHECK FOR MISSING CBS AWARDS:  The query CTC_FA_CBS_ELIG_NOTPKGD is a query that will pull students that have Financial Aid awards who are eligible for College Bound Scholarship (CBS) funding and do not have a CBS award.

The ideal time to run this query is during periods of awarding.

In the highlighted example, note that there is a column for OK to Pay Last Updated and the Award Last Updated.  It shows the amount of WCG award, and the MFI percentage.

You can do a quick sweep with this query to find students who need CBS awards added to their aid package.

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Financial Aid Learning Opportunities
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Calendar invites with web ex log in information already sent out

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

Session:  The Adventures of the R2T4 Worksheet – Session 1
When:  Thursday, 1/25/2024, 1:00PM – 3:00PM
Audience:  Staff responsible for processing R2T4 calculations
Presenters:  Molly Groyer, FA Support Functional Analyst
Objectives:

·           Identify students to be reviewed for R2T4 by Mass Assigning F03 Service Indicator 

·           Find a student’s withdrawal information in ctcLink

·           Find a student’s institutional charges

·           Create & complete an R2T4 worksheet & understand the functionality of key fields on the Worksheet

·           Adjust federal aid & undisburse/re-disburse

·           Add an F05 Service Indicator

·           Review available R2T4 queries

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Team Updates
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FA Support Team
It’s Aid Year Rollover season!  Aid Year Rollover calendar invites have made their way to their intended recipients in the FA offices.  Beginning near the end of January, and into March, the Functional Analysts will be working with your college FA team to roll tables and review items for the 2024/2025 Award Year.

Training Team
The QRGs and BPGs are still currently undergoing a continual overhaul to accommodate the upcoming PeopleTools 8.59 system upgrade.  We expect these updates to continue through Aid Year Rollover season.  If you have guides or QRGs printed out, please continue to check the ctcLink Reference Center for the most current version.

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Just for Fun!
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What’s your work style? https://www.idealist.org/en/careers/quiz-your-work-style

Wising you good tidings for the New Year & 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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