[ctcLinkfinaidsupport] FW: FA Weeklyish Bulletin 08/23/2024

Kelly Forsberg kforsberg at sbctc.edu
Mon Aug 26 08:38:37 PDT 2024


Good morning, FA!

Correction on the session this week; I made a boo-boo on the Weeklyish bulletin:

Calendar invite forthcoming:

Session:  Cross-Pillar SF/FA BFET Item Type Configuration Training
When:  Tuesday Thursday 08/29/2024, 9:00AM – 12:00PM 10:00AM
Audience:  BFET Administrators and associated staff (Financial Aid, Student Financials, Finance)
Presenters:  Student Financials Support Staff, TBA
Agenda:  Training on learning the ins and outs of the BFET Item Types, including understanding how they apply, how to clean up and set up charge priority, what to expect and look out for, reconciliation, etc. & Things to consider with ‘refundable’ item types.


Thank you!  Happy Monday!! ☀️

Kelly Forsberg
ctcLink Functional Trainer | Financial Aid

From: Kelly Forsberg
Sent: Friday, August 23, 2024 11:32 AM
To: ctclinkfinaidsupport at lists.ctc.edu
Subject: FA Weeklyish Bulletin 08/23/2024

________________________________
A Financial Aid Focus
________________________________


  *   From Ana’s 8/22 email: The Calc SAI button will be removed as of Monday 8/26 from the Correct ISIR Records page for most users in ctcLink.  Only FA Directors will have this Calc SAI button access.


  *   From Stephanie’s 8/22 email:  FA PRP 3.1 will be implemented in Production the evening of Thursday, 8/29.



     *   For those that have FA JobSets or processes scheduled to run between 5pm and 7pm, please cancel those recurring FA JobSets or processes prior to 5pm, Thursday, 8/29. Detailed steps can be found in the Process Take-Down Instructions QRG<https://ctclinkreferencecenter.ctclink.us/m/81602/l/1468473-process-take-down-instructions>.
     *   Once we have validated the migration, we will notify colleges that the OY ISIR JobSets (Aid Year 2024-2025) and processes can be rescheduled.
     *   IMPORTANT: After this implementation, colleges should not reschedule their EY ISIR JobSet (Aid Year 2023-2024). This is due to a known issue in this PRP (Bug 3688340- FA Term Rebuild Enrollment Intensity to 0 for 2025 Terms). When FA Term is run for Aid Year 2024, the enrollment intensity percent values on 2025 FA Term are changed (in some cases) to zero. In the event colleges need to run 2024, please submit a ticket to FA Support for assistance.

[cid:image005.jpg at 01DAF54D.99913C10]

________________________________
Query Corner
________________________________

Are you trying to package loans for students, and their loans keep getting X – canceled, for the reason of meeting or exceeding aggregate limits?  But when you go to check their loan aggregates in NSLDS, COD or in ctcLink, everything is fine, they are not at all near their aggregate limits?  What gives?  This is an Oracle bug! 🕷️ The bug is causing the dependency status value to be X (dependent students) or Y (independent students) on the STUDENT_AID record.

There is a workaround!

Run this query QCS_FA_LN_DEPEND_STAT_BUG to identify these students, find the students with the incorrect dependency status value of X or Y.  Once you have confirmed that a student has not reached their loan aggregates & has met all other eligibility to receive the loans, you should be able to award the loan on the Invoke Professional Judgment page.

To determine if a loan will need the dependency status value updated, navigate to Financial Aid > Loans > Direct Lending Management > Override Loan Application Data. Select the Direct Loan Demo Ovrd tab. If the dependency status value is X or Y, override it to D (dependent students) or I (independent students).

The override will then be included on your next outbound loan file.

[cid:image001.jpg at 01DAF54C.6A1D36B0]
Recall that there is a QRG for other bugs and known issues related to 2024-2025 processing found in the ctcLink Reference Center:  FAFSA Simplification 2024-2025 Known Issues in ctcLink | 9.2 FA - Financial Aid Resources | ctcLink Reference Center<https://ctclinkreferencecenter.ctclink.us/m/104724/l/1817474-fafsa-simplification-2024-2025-known-issues-in-ctclink>

Please check this document for potential issues and their work arounds.  The document is updated at least once a week.

PS.  There will be more information on Oracle bug resolutions during the FA PRP 3.1 OVD Q&A Session on 8/28.  Read on below to the FA Support updates to get info on joining the PRP 3.1 Q&A Session for this info:


________________________________
Financial Aid Learning Opportunities
________________________________

Calendar invites with web ex log in information already sent out to the ctcLinkfinaid list serv

Session:  SF/FA BFET Item Type Configuration Training
When:  Tuesday, 08/29/2024, 9:00AM – 12:00PM
Audience:  BFET Administrators and associated staff (Financial Aid, Student Financials, Finance)
Presenters:  Student Financials Support Staff, TBA
Agenda:  Training on learning the ins and outs of the BFET Item Types, including understanding how they apply, how to clean up and set up charge priority, what to expect and look out for, reconciliation, etc.

Session:  Loan Processing Refresher
When:  Tuesday, 09/10/2024, 9:00AM – 11:00AM
Audience:  New Financial Aid staff (and current staff needing a refresher) who are responsible for Loan Processing
Presenters:  Kelly Forsberg, FA Functional Trainer
Objectives:

  *   Understand the Loan Origination (Batch and Single Student) Process
  *   Understand the Loan Origination Outbound and Inbound Process
  *   Understand the Loan Disbursement Outbound and Inbound Process
  *   How to Query for Missing COD Files
  *   How to Award and Originate a PLUS Loan
  *   How to Award and Process a Private/ALT Loan

New Session:  FLF Process w/ the New Enrollment Intensity Queries
When:  Tuesday, 09/17/2024, 9:00AM – 10:30AM
Audience:  Financial Aid staff responsible for authorizing and disbursing Financial Aid
Presenters:  Kelly Forsberg, FA Functional Trainer
Objectives:

  *   Understand the steps in the FLF Process using the new Enrollment Intensity Queries

Session:  Advanced Fin Aid Training:  Reviewing the View COD Data page
When:  Tuesday, 10/08/2024, 9:00AM – 10:30AM
Audience:  Financial Aid staff responsible for Direct Loan processing and troubleshooting
Presenters:  Kelly Forsberg, FA Functional Trainer
Objectives:

  *   Understand how to do in-depth reading and interpreting the values on the View COD Data page
  *   Understand how to search for Entrance Counseling and MPN info by SSN
  *   Understand how to troubleshoot Direct Loan errors using the View COD Data page
  *   Understand where the link to the Doc ID lives on the Manage Pell Payment page and how that can be found/used in View COD Data
  *   Understand how to read the Doc ID on a raw CRAA and CRDL file


________________________________
Team Updates
________________________________

FA Support Team

  *   Aid Year Rollover planning is in the works!
  *   The FA Support Team is also testing PRP 3.1 which contains the FISAP update.  Please join the PRP 3.1 Q&A Session because there will be more to come in the session (info below):
     *   FA PRP 3.1 Q & A Session
     *   Wednesday, August 28, 2024 2:00 pm | 1 hour | (UTC-07:00) Pacific Time (US & Canada)
     *   Join Session<https://sbctc.webex.com/sbctc/j.php?MTID=md1a942ba44b2fb7d4b5d6cfac0fd2655> (Please block out your own calendars for this one!)

Training Team

  *   Updates to Canvas Training courses and QRGs are ongoing and will be worked up to include screen updates from the 24/25 FAFSA Simplification.  Announcements will be made in Canvas when as the courses are completed.  This work is expected through December.  Updates to Business Processing Guides will be made as time and resources allows.
  *   Trainings for the remainder of the 2024 calendar year have been planned out and invites sent through the list serv as of last week.  Did you not receive an invite?  As a reminder, you can go to the SBCTC Calendar<https://www.sbctc.edu/calendar> (filter by Calendar ctcLink Learning Opportunities > Financial Aid) to get the information and block out your own calendar for this time.


________________________________
Just for Fun!
________________________________

Hey, you—yeah YOU!  Did you get enough sleep last night?  I got a solid 7 hrs.  Woot!

Here’s a little brain snack for you, a quick video on How Sleep Affects Your Brain:  https://youtu.be/IzQ2siryQrM?si=rR5yCAG135dogzbW (00:01:53)

Sometimes, I admit, I am this lady.  That means no more concerts in Seattle on a school night. 🤪

[cid:image002.png at 01DAF54C.6A1D36B0]


TGIF,

FA Support & Training

[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/>


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240826/e1b21043/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 50431 bytes
Desc: image001.jpg
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240826/e1b21043/attachment-0002.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 89369 bytes
Desc: image002.png
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240826/e1b21043/attachment-0003.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 16502 bytes
Desc: image003.png
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240826/e1b21043/attachment-0004.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.jpg
Type: image/jpeg
Size: 54072 bytes
Desc: image005.jpg
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240826/e1b21043/attachment-0003.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image006.png
Type: image/png
Size: 8095 bytes
Desc: image006.png
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20240826/e1b21043/attachment-0005.png>


More information about the ctcLinkfinaidsupport mailing list