[ctcLinkfinaidsupport] NEW! Financial Aid Training: New Process - Updating Canceled Pell Records in Batch

[Kelly Forsberg]

This calendar invite is for a New Process Financial Aid Training on Updating Canceled Pell Records in Batch which will be held on Tuesday April 23rd, 2024, from 9AM – 10:30AM.  This Fin Aid Training Session is a review of a new process that was created for Lower Columbia College and will work for all colleges who wish to do batch updating to report canceled Pell records from ctcLink to COD.

Background:
When canceling a Pell award that has already been originated and reported out to COD, users are having to go the Manage Pell Payment page on each individual student and manually select the Update Pell Origination checkbox, change the Pell Origination Status and the Pell Transac Status fields so that the record would pick up as canceled and be picked up in PELLOUT to report out to COD.  This work is typically done on hundreds of Pell records throughout and is very time-consuming.

Solution:
Now, using the Population Update Process, the Pell Records can be processed in batch in a simple 3-step process to pick up those hundreds of records to update COD that the Pell has been canceled.  The benefit to this batch-processing is keeping COD up to date in a timely manner, which also lessens the burden on staff processing time to keep these canceled Pell records in sync with COD.

Linked is the newly updated Pell Processing Business Processing Guide<https://ctclinkreferencecenter.ctclink.us/m/92436/l/798577-pell-processing-business-process-guide> with the pop update processes, beginning on or around pg. 21-27 of the guide.

Objectives:

  *   Understand the steps in Updating Canceled Pell Records in Batch Process:
     *   Update Pell Origination Status to Canceled
     *   Update Pell Origination Flag to Pending
     *   Run PELLOUT
  *   Understand what fields are being updated in this batch processing
Audience:  Staff responsible for cleaning up Pell records in ctcLink
This session will be recorded.  The presentation slide deck will be attached to this invite prior to the session delivery.
SBCTC is committed to providing equal access for individuals with disabilities to its programs and events in accordance with the ADA and 504 of the Rehabilitation Act. Please submit your accommodation request as soon as possible to Kelly Forsberg (kforsberg at sbctc.edu<mailto:kforsberg at sbctc.edu>).

Thank you,

[Title: SBCTC logo - Description: Compass]
Kelly Forsberg
ctcLink Functional Trainer | Financial Aid
Washington State Board for Community and Technical Colleges
kforsberg at sbctc.edu<mailto:kforsberg at sbctc.edu> • o: 360-704-1066
sbctc.edu<https://www.sbctc.edu/> • Twitter: @SBCTCWashington<https://twitter.com/SBCTCWashington> • Facebook: @WASBCTC<https://www.facebook.com/wasbctc/>

Kelly Forsberg (SBCTC) is inviting you to a scheduled Webex meeting.



Occurs April 23rd, 2024 at 9:00 AM Pacific Time (US & Canada) | 1.5 hrs



Join meeting<https://sbctc.webex.com/sbctc/j.php?MTID=m6967669804cdb61b9e786d0b791dae7d>


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Meeting number (access code): 2661 966 6528
Meeting password: 2024FATrainings



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Dial 26619666528 at sbctc.webex.com
You can also dial 173.243.2.68 and enter your meeting number.



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Join by phone
+1-415-655-0002 US Toll
+1-206-207-1700 United States Toll (Seattle)
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You can also dial 173.243.2.68 and enter your meeting number.



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