[ctcLinkfinaidsupport] FA Weeklyish Bulletin 1/6/23

[Kelly Forsberg]

Knowing is Half the Battle!
• Super Helpful Reminders and Tips!

  *   No Personally Identifiable Information (PII) in Tickets – Just a friendly reminder to not list SSNs or other PII in ticket details.  When tickets are received here at State Board, emails are generated to SBCTC and to the college.  If PII like social security numbers are in the ticket notes, they show up in the emails.  If you need to submit SSN detail, you may do so in screen shots; a Solar Winds User will have to log in and authenticate into the system to review the data.  Signing into Solar Winds protects client information.  You may use directory information in your ticket notes.
  *   Requesting New Item Types in Tickets — When requesting a new Item Type, please use one Item Type Request form.  If you have multiple Item Types you are requesting, you can attach a spreadsheet to your ticket detail that outlines your Item Type request. You may use the Multiple Item Type Form Template attached in this email. Less Item Types forms to fill out/sign is a win for you, a win for us!
     *    Additionally, when opening a ticket to request a new item type, please use the following request type so the ticket gets routed to the proper team:

ctcLink Support > Campus Solution > SF FA > Item Types

  *   Changing Disbursement Dates in Your Disbursement ID Table — Please do not change your Disbursement Dates in your Disbursement ID Tables.  Doing so causes problems when you go to undisburse awards with the original disbursement date.  Changing the disbursement after awarding begins, it will prevent aid from disbursing if the disbursement has the old disbursement date.
     *   For example, if a student had a disbursement date of 09/15/2022 on disbursement plan 50, when initially awarded, and then someone went into the Disbursement ID Table and updated the Fall Disbursement Date to 10/15/2022, it will cause a problem in disbursing.



Nav:  Set Up SACR > Product Related > Financial Aid > Awards > Disbursement ID Table

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• Query Corner!

  *   What are the most commonly used queries in FA?  Here they are, all lumped into a QRG for your convenience:  NEW!  Most Commonly Used Fin Aid ctcLink Queries<https://ctclinkreferencecenter.ctclink.us/m/104724/l/1632734-most-commonly-used-fin-aid-ctclink-queries> – this ctcLink Reference Center Doc holds all the commonly used queries for each sub-module in FA


What’s Coming Down the Pike?:
• Aid Year Rollover Sessions
O FA Support is in the process of rolling your Aid Year over to the upcoming 2023-2024 Aid Year.  Check your calendars for your dates!

  *   Training Sessions
     *   2023 Training sessions and dates are being finalized.  Stay tuned to the ctclinkfasupport list serv for calendar invites as to when the sessions will be added.  You can also check the SBCTC Calendar<https://www.sbctc.edu/calendar> for updates.


Training Team Updates:
• New! Following up from our Cross-Pillar Training Session on 11/29 for Veterans’ Benefit processing, we are pleased to announce a new resource document on the ctcLink Reference Center called the Veterans’ Education Benefit Resource Guide<https://ctclinkreferencecenter.ctclink.us/m/104724/l/1639686-financial-aid-veterans-education-benefits-resource-guide>.  Thank you to SBCTC’s Douglas Zeno, Bellevue College’s FA Director Melanie Ruiz, North Seattle College’s Dean Brianne Sanchez, and Bellevue College’s SCO Josh Kienlen who all collaborated on the development and review of this resource document.


Environment Updates:
•   Reminders!

  *   PCD Environment Refresh on January 9th, 2023.  If you have any data you are testing in the PCD environment, remember that it will be lost in the refresh.
  *   There is an image overview document (IOVD) from the PUM 27 update on 12/17.  You can review the IOVD document here:  https://www.sbctc.edu/resources/documents/colleges-staff/it-support/erp/ctclink-accessibility/ctclink-cs-image-27-overview-2022-12.pdf

Just for Fun! 😊
• This Day in History. Samuel Morse unveils the telegraph, revolutionizing communication. On January 6, 1838, Samuel Morse's telegraph system is demonstrated for the first time at the Speedwell Iron Works in Morristown, New Jersey.  We’ve come a long way, haven’t we?


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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