Manually Loading ISIRs 23b

Purpose:  Use this document as a reference for how to Manually Load an ISIR in ctcLink.

Audience: Financial Aid Counselor/Technician

Loading an ISIR

Navigation:  Main Menu > Financial Aid > File Management > ISIR Import > 2015-2016 Suspense Management

  1. From the ISIR Susp Management 15/16 page enter the student's Social Security #, Empl ID, or Last Name.
  2. Click Search.
Find an Existing Value
  1. When the ISIR Susp Management 15/16 page opens, ensure that the ISIR transaction number shown is the appropriate transaction being loaded.
  2. Use the Search Match link to verify whether or not the student record is associated to an Empl ID.
  1. From the Search Match page, enter the following information:  a.  Search Type:  Person  b.  Search Parameter:  FA_ISIR_LOAD
  2. Click Search.
  3. On the Search Criteria page, the Search Result Code = PSCS_TRAD_RESUL.
  4. Enter the following information for the student:  National ID, Date of Birth, Last Name, First Name.
  5. Click Search.
Search Criteria
  1. If an Empl ID exists, the Search Results will return student ID information and Search Order Number to indicate which data elements match between the biographic data and the ISIR data.
  2. Verify that the student record associated with the Empl ID found is the same student associated with the ISIR being loaded. This may require further research between the biographic information in Campus Community and the ISIR information.
  3. Click on the Details link from the Search Results page, to redirect you to the Add/Update Person page in Campus Community.
  1. If there is no match to Empl ID, you will receive the following message:
Message
  1. You may continue your research on whether or not the student exists with discrepant bio/demo data by navigating to Main Menu > Campus Community > Personal Information > Add/Update a Person.
  2. Once the biographic data and ISIR data have been reconciled and you have an Empl ID, ensure that the Empl ID is populated in the ID field on the ISIR Suspense Management page.
  3. Click the ID Lock box and Add ISIR radio button.
  4. Click Process ISIR.

Once the ISIR is loaded, you will be required to manually run the Need Analysis process to populate the student's EFC information into the appropriate financial aid pages in PeopleSoft.

Processing INAS Navigation:  Main Menu > Financial Aid > Federal Application Data > Correct 2015-2016 ISIR Records

  1. From the ISIR Corrections xx/xx page, enter the student's ID# and Academic Institution.
  2. Click Search.
Find an Existing Value
  1. From the Student Information tab click INAS.
  2. Process Complete.

0 Comments

Add your comment

E-Mail me when someone replies to this comment