[ctcLinkfinaidsupport] Updating your Exit Packet Communication with new Exit Packet

Deborah Englehardt denglehardt at sbctc.edu
Mon Mar 14 15:06:31 PDT 2022


Good afternoon!



The Department of Education recently came out with a new version of the Direct Loan Exit Counseling Guide and attached is a version that is PeopleSoft compatible. Please download the attachment and upload into PS at your earliest convenience. 😊



DG6 colleges - FA Project has already configured your Loan Exit PDF with the new template, so you don't have to take the following steps at this time. However, this is good for you to know for the future. 🙂



Steps on Updating the Exit Packet PDF/Loan Exit PDF

  1.  Navigate to Reporting Tools > Bi Publisher > Report Definition
  2.  In the Report Name field, enter CTCFA_XX (XX is your two-digit college code, such as SP, CC, OL, etc.) then click Search.
  3.  Once you see all your letters listed, find and click on your Exit Packet PDF or Loan Exit PDF.

[cid:image001.png at 01D83388.A18CD5C0]

  1.  While you're on the Definition tab, look at the Report Category ID to double check that you chose your college's Exit Packet PDF. There have been colleges that accidentally updated another college's template by making a typo on their two-digit college code! 🙁

[cid:image002.png at 01D83388.A18CD5C0]

  1.  Click on the Template tab, add a row on the Template Files section, change the Status to Active, then click the Upload button.
  2.  After you upload the file, click Save and you're done! 🙂

[cid:image003.png at 01D83388.A18CD5C0]



Thank you!



[Compass]Deborah Englehardt

Functional Analyst, Campus Solutions (Financial Aid)

Washington State Board for Community and Technical Colleges

1300 Quince Street SE

Olympia, WA 98504-2495

denglehardt at sbctc.edu<mailto:denglehardt at sbctc.edu> • O: 360-704-3979

sbctc.edu<https://www.sbctc.edu/> • Twitter: @SBCTCWashington<https://twitter.com/SBCTCWashington> • Facebook: @WASBCTC<https://www.facebook.com/wasbctc/>






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