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<p class="MsoNormal"><b>From:</b> Brandon Reed <br>
<b>Sent:</b> Monday, September 11, 2023 4:43 PM<br>
<b>To:</b> <a href="mailto:ctclinksme_stufin@lists.ctc.edu">ctclinksme_stufin@lists.ctc.edu</a>;
<a href="mailto:bar@lists.ctc.edu">bar@lists.ctc.edu</a><br>
<b>Cc:</b> Dani Bundy <<a href="mailto:dbundy@sbctc.edu">dbundy@sbctc.edu</a>><br>
<b>Subject:</b> New Item Type Request Process & Form<br>
<b>Importance:</b> High<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello everyone,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This message is intended for those who submit or authorize ctcLink item types.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The State Board Student Financials Team needed to recreate the Item Type Request Form to accommodate several updates. Starting today (now) the PDF version of the Item Type Request Form is no longer available.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">To request a new (or edit/update) item type, please follow the below updated steps:<o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:5.25pt;mso-list:l1 level1 lfo3">Initial ticket request<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraph" style="margin-left:5.25pt;mso-list:l1 level2 lfo3">College staff members submit a ticket in Solar Winds requesting either edits to or the creation of a new item type(s.) In the subject field, enter either “New Item Type(s)” or “Edit
to existing Item Type” and if necessary, the count of item types. Use the Solar Winds Request type of
<i>ctcLink Support > Student Financials > SF: Item Types</i>.<o:p></o:p></li></ol>
<li class="MsoListParagraph" style="margin-left:5.25pt;mso-list:l1 level1 lfo3">Solar Winds auto reply with form to submitter.<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraph" style="margin-left:5.25pt;mso-list:l1 level2 lfo3">Solar Winds will immediately auto reply with instructions & a linked spreadsheet to complete (no longer PDF.) The spreadsheet should be completed, saved, and attached to a new client
note.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:5.25pt;mso-list:l1 level2 lfo3">The auto reply has also been updated to include a link to the
<a href="https://ctclinkreferencecenter.ctclink.us/m/96102/l/1168675-understanding-item-types">
Understanding Item Types QRG</a>. There, you will find the procedure and a recorded video with detailed explanation of the spreadsheet.<o:p></o:p></li></ol>
<li class="MsoListParagraph" style="margin-left:5.25pt;mso-list:l1 level1 lfo3">Item type approver<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraph" style="margin-left:5.25pt;mso-list:l1 level2 lfo3">If the ticket submitter
<u>is not</u> the approver/signer, the approver/signer MUST post a client note in ticket indicating approval or being okay,
<i>“good to go”</i> with item type request and all information contained within.
<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:5.25pt;mso-list:l1 level2 lfo3">For new or edits to financial aid item type(s,) the financial aid authorizer/signer will
<u>also</u> need to review the ticket information and add a client note to the ticket as approved.<o:p></o:p></li></ol>
<li class="MsoListParagraph" style="margin-left:5.25pt;mso-list:l1 level1 lfo3">Item type to be processed.<o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraph" style="margin-left:5.25pt;mso-list:l1 level2 lfo3">SF & FA Staff validate approver note and proceed with item type build process.<o:p></o:p></li></ol>
</ol>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Please let us know if you have any questions or concerns about the new form via
<a href="mailto:SFSUPPORT@SBCTC.EDU">SFSUPPORT@SBCTC.EDU</a>.<o:p></o:p></p>
<p class="MsoNormal">-SF<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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Reed<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-line-height-alt:10.55pt;text-autospace:none"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#003764">Associate Dir. Campus Solutions - Student Financials</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-line-height-alt:10.55pt;text-autospace:none"><span style="font-family:"Arial",sans-serif;color:#003764">Washington State Board for Community and Technical Colleges<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-line-height-alt:10.55pt;text-autospace:none"><u><span style="font-family:"Arial",sans-serif;color:blue"><a href="mailto:breed@sbctc.edu"><span style="color:blue">breed@sbctc.edu</span></a></span></u><span style="font-family:"Arial",sans-serif;color:#003561">
</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-line-height-alt:10.55pt;text-autospace:none"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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