[ctcLinkfinaidsupport] Question Re: NEW R2T4 Query!

Fri Dec 13 12:28:06 PST 2024

Hi Kelsey,

At SFCC we actually have been a proponent of the change because it was missing students who may have needed an evaluation of a post withdraw disbursement. SFCC made their own query a few years back when Debbie was here to include students who had aid awarded but then cancelled, as well as those who never had aid offered.

One way we help to cut down reviewing students is processing official withdraws first and then closing their worksheets in the system, that will then be on the PWD query with a completed worksheet date. Therefore, you know those at least have already been processed through official withdraw processing. I am not sure if there would be other fields that could be added help you filter, maybe others have ideas. One idea is adding Aid Processing Status and Review Status from the Packaging Status Summary page. That way you could filter those Package Complete/Complete? If it is a request of the larger group we could discuss that in FAST for any additional fields to help filter.

We found the below was missing from the old PWD query and should have been reviewed for a PWD:

  *   Those accidently cancelled by other staff before the R2T4 specialist could review for a PWD.
  *   Those who were cancelled because they said they were coming Fall and awarded all year, but then never enroll Fall so we cancel aid. Then they come winter and never update us. Those were missing from PWD evaluation if their aid was cancelled in prior quarters, but really may be entitled to a PWD.

Our hope we can keep the new results so that we are ensuring to review all students who actually may be eligible for a PWD. Just our two cents!

Thank you,

Ashley Clark | Associate Director of Financial Aid
Spokane Falls Community College
Financial Aid | MS 3172
3410 W Whistalks Way | Spokane WA 99224-5288
509-533-3533 | Ashley.Clark at sfcc.spokane.edu<mailto:Ashley.Clark at sfcc.spokane.edu>

From: ctcLinkfinaidsupport <ctclinkfinaidsupport-bounces at lists.ctc.edu> On Behalf Of Kelsey Denton via ctcLinkfinaidsupport
Sent: Friday, December 13, 2024 11:29 AM
To: ctclinkfinaidsupport at lists.ctc.edu; dirfinaid at lists.ctc.edu; Molly Groyer <mgroyer at sbctc.edu>
Subject: [ctcLinkfinaidsupport] Question Re: NEW R2T4 Query!

Hello!
I am working with our SME who runs the R2T4 process, and they would like to be able to limit the results/outputs of this query to only those accounts who have not been awarded at all. I understand that the updated query was made precisely to include accounts with awarded aid. However, the change is slowing down the SMEs review process and I'm wondering what this community would recommend in response. Is there a field they can filter to after running or an alternative query that they can use? Or perhaps there is an optional prompt that could be added to allow them to run it limited to that group? Maybe we are missing something about how results are intended to be used or reviewed?

Would love to know how other colleges handle this desire and/or what the best path forward/recommendations are for supporting this SME.

Thank you!
Kelsey Denton
________________________________
From: ctcLinkfinaidsupport <ctclinkfinaidsupport-bounces at lists.ctc.edu<mailto:ctclinkfinaidsupport-bounces at lists.ctc.edu>> on behalf of Molly Groyer via ctcLinkfinaidsupport <ctclinkfinaidsupport at lists.ctc.edu<mailto:ctclinkfinaidsupport at lists.ctc.edu>>
Sent: Monday, November 18, 2024 10:23 AM
To: ctclinkfinaidsupport at lists.ctc.edu<mailto:ctclinkfinaidsupport at lists.ctc.edu> <ctclinkfinaidsupport at lists.ctc.edu<mailto:ctclinkfinaidsupport at lists.ctc.edu>>; dirfinaid at lists.ctc.edu<mailto:dirfinaid at lists.ctc.edu> <dirfinaid at lists.ctc.edu<mailto:dirfinaid at lists.ctc.edu>>
Cc: Ryan Kamper <rkamper at sbctc.edu<mailto:rkamper at sbctc.edu>>
Subject: [ctcLinkfinaidsupport] NEW R2T4 Query!

CAUTION: This email originated from outside of Green River College. Please do not click any links or open attachments unless you know the sender and know the information is safe. Even if you know the sender, if the request or information seems unusual please check with the sender first before clicking a link or opening the attachment. If you are unsure, contact the IT Help Desk at x6050 or email ithelpdesk at greenriver.edu<mailto:ithelpdesk at greenriver.edu>.

Please do not give out or enter your Green River email, network login, password information on non-Green River websites.

Good morning FA -

We have a new global Post-Withdrawal Disbursement query: QCS_FA_POST_WITHDRAWN!

The new query is similar to CTC_FA_POST_WITHDRAWN but with improvement in criteria and additional fields.

Criteria change: QCS_FA_POST_WITHDRAWN compared to CTC_FA_POST_WITHDRAWN is not eliminating students who 'had' aid for the prompted term. For colleges like SFCC, that award full year of aid up front, eliminating that population of students may result in missing students eligible for Post-Withdrawal disbursements.

New fields:
- FINA Requirement checklists still in Initiated status? 'Y' or 'N'
- Last Dt of Att - Stdnt Records from STDNT_CAR_TERM
- Withdraw Code, Withdraw Reason, Withdrawal Date

- FA Load, FA Taken Units, Enrollment Intensity & Enrollment Intensity Calculate

- Term

We also removed the middle name field from the query so we could reduce the amount of data returned & because it wasn't a necessary field.

CTC_FA_POST_WITHDRAWN query has been archived.

Please note: In order to ensure we did not miss any students in the available R2T4 queries & to accommodate business processes for 33 colleges, there may be some students that meet the criteria for multiple R2T4 queries.

Thank you,

[Title: SBCTC logo - Description: Compass]Molly Groyer

Functional Analyst, Campus Solutions (Financial Aid)

Washington State Board for Community and Technical Colleges

mgroyer at sbctc.edu<mailto:mgroyer at sbctc.edu> * o: 360-704-1058 * SBCTC.edu/IT Division<https://www.sbctc.edu/colleges-staff/it-support/default.aspx>

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20241213/5f1c5e29/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 18063 bytes
Desc: image001.png
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20241213/5f1c5e29/attachment-0001.png>