Building FA Terms in Batch 23

Purpose:  Build financial aid terms in batch process using ctcLink.

Audience:  Financial Aid staff.

Building FA Terms in Batch

Part 1

Navigation:  Main Menu > Financial Aid > Financial Aid Term > Create FA Term Driver Records

Create FA Term Driver Records

  1. Enter New or use existing Run Control ID.
  2. Populate the Academic Institution and Aid Year fields.
  3. Under the Driver Creation Option:  select ‘Both Updates and Projections’ and select ‘Run’.
  4. Verify that the Select Career and Rebuild Projections check boxes are selected for the ‘UGRD’ career.
  5. Select the Run button.
Create FA Term Driver Records

*Please Note:  When running the process, please choose “Create Drivers Recs For FA Trm” at the Process Scheduler Request page.

Process Scheduler Request
Part 2

Navigation:  Main Menu > Financial Aid > Financial Aid Term > Build FA Term in Batch

Build FA Term in Batch

  1. Enter New or use existing Run Control ID.
  2. Populate Academic Institution and Aid Year fields.
  3. Commit Level will be ‘500’ and Driver Creation option will be ‘Both Update and Projections
  4. Leave Print Detailed Messagesunchecked’ and select Run, or select Save if adding the process to a JobSet.

You have successfully built FA terms in a batch process.

End of procedure.