[ctcLinkfinaidsupport] Financial Aid Just in Time Training Session: NSLDS Transfer Monitoring Process

Kelly Forsberg kforsberg at sbctc.edu
Mon Oct 17 16:56:11 PDT 2022


Slide deck attached-

---------------------------------------

Hello all,

I am sending out information that you will need to have before the NSLDS Transfer Monitoring Process training.  From the NSLDS Transfer Monitor Business Process Guide<https://ctclinkreferencecenter.ctclink.us/m/92436/l/798573-nslds-transfer-monitor-business-process-guide>:

[Note - Prior to creating the Transfer Monitoring request in ctcLink for the first time, you must go into NSLDS and change the file type for both the TRLRTOP and FAHEXTOP files to the "Extract" file layout so it will be sent to your EdConnect queue.  Do not leave the file layout in the "Web Report" option in NSLDS as you will not be able to use it when processing NSLDS Transfer Alert in ctcLink.]




Action Required:  Please make this file change request in NSLDS before this meeting so you can have your files ready.

Thank you!
_________________________________________________________________________________________________________________

This calendar invite is for your Just-in-Time Training on NSLDS Transfer Monitoring Process held on Tuesday October 18th, 2022, from 9AM - 11AM.  This Just-in-Time Training Session on reviewing how to process NSLDS Transfer Monitoring at the colleges is geared toward newly deployed colleges who are awarding transfer students in ctcLink. All colleges are invited to attend.

Objectives:

  *   Understand when to Assign the NSLDS Checklist
  *   Understand how to create the Transfer Monitoring request
  *   Understand how to process the Financial Aid History Request
  *   Understand how to complete the File Transfer Process - Inbound/Outbound and the steps involved to process
  *   Understand how to run the Transfer Alert Report
  *   Understand how to work the NSLDS Suspense Management process
  *   Understand when to Complete the NSLDS Checklist Item
  *   Understand how to run NSLDS Push
Audience:
Fin Aid Staff responsible for managing NSLDS Transfer Monitoring.
This session will be recorded.  The presentation slide deck will be attached to this invite prior to the session delivery.

Thank you,

[Compass]Kelly Forsberg
ctcLink Functional Trainer | Financial Aid
Washington State Board for Community and Technical Colleges
o: 360-704-1066
kforsberg at sbctc.edu<mailto:kforsberg at sbctc.edu>


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



Occurs Tuesday, October 18th, 2022 from 9:00 AM to 11:00 AM, (UTC-07:00) Pacific Time (US & Canada)
9:00 AM  |  (UTC-07:00) Pacific Time (US & Canada)  |  2 hrs



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