Mass Packaging

Purpose:  Use this document as a reference on how to run the Mass Packaging process using ctcLink.

Audience: Financial Aid staff

Mass Packaging

Note: Set Ready to Package process must be run prior to the Mass Packaging process.

Select Students

Navigation:  Main Menu > Financial Aid > Awards > Mass Packaging > Select Students

Navigation:  Main Menu > Financial Aid > Awards > Mass Packaging > Select Students

  1. Enter the Run Control ID.  
  2. Select PS Query in Selection Tool field and enter the Query Name.
  3. Select Edit Prompts link and enter Academic Institution and Aid Year.
  4. Select OK to return to previous window.
  5. Enter Institution and Aid Year in the Parameters section.
  6. Select the Run button and make note of the newly assigned Process Instance number.
  7. Then select the OK button.
  8. Select the Process Monitor link.
  9. Locate Process Instance number created in previous step.
  10. Select Refresh button until Run Status is Success and Distribution Status is Posted.

View results by navigating to View Results by Students page.

Navigation:  Main Menu > Financial Aid > Awards > Mass Packaging > View Results by Student

  1. Enter Academic Institution and Aid Year.
  2. Enter Selection Definition (query used earlier above).
  3. Select the Search button.

Review list of students.

Mass Packaing by Students

Assign packaging plans by navigating to the Assign Plans page.

Navigation:  Main Menu > Financial Aid > Awards > Mass Packaging > Assign Plans

  1. Enter Run Control ID.
  2. Enter Academic Institution and Aid Year.  
  3. Enter or search for Selection Definition (query used in prior step in student selection process above).
  4. Select the following fields:
    1. Career
    2. Plan ID
    3. Sort Field
    4. "Asc" (ascending).
  5. Select the Run button.
  6. Select the OK button.
  7. Select the Process Monitor link and locate Process Instance number assigned in previous step.  
  8. Select the Refresh button until Run Status is Success and Distribution Status is Posted.
Mass Packaging Assign

View results by navigating to Review Results by Query.

Navigation:  Main Menu > Financial Aid > Awards > Mass Packaging > Review Results by Query

  1. Enter Academic Institution and Aid Year.
  2. Enter or search for Selection Definition (query used in earlier step in student selection process above).
  3. Select the Search button.

Review list of students.

Mass Packaging by Query

Run mass packaging by navigating to the Process Mass Packaging page.

Navigation:  Main Menu > Financial Aid > Awards > Mass Packaging > Process Mass Packaging

  1. Enter Run Control ID.
  2. Enter Academic Institution and Aid Year.
  3. Enter Selection Definition value used in previous step of Assign Plans.
  4. Select Live value.
  5. Select the Run button.
  6. Select OK button.
  7. Select the Process Monitor link and locate Process Instance number assigned in previous step.
  8. Select Refresh button until Run Status is Success and Distribution Status is Posted.
Mass Packaging Process

Verify packaging process results by navigating to the View Mass Packaging Summary page.

Navigation:  Main Menu > Financial Aid > Awards > Mass Packaging > View Mass Packaging Summary

  1. Enter Academic Institution and Aid Year.
  2. Select the Search button.

If there are multiple batches, scroll to the bottom of the page to view the most current process or the date and time for when the process was run.

Mass Packaging Summary

View packaging results (student detail) by navigating to the View Mass Packaging Details page.

Navigation:  Main Menu > Financial Aid > Awards > Mass Packaging > View Mass Packaging Details

  1. Enter Academic Institution and Aid Year.  
  2. Select the Search button.
  3. Select the link of the desired batch.
Mass Packaging Details

Review student's need information by selecting the Eligibility/Need tab.

Eligibility/Need Tab

Review award details by clicking the Awards Detail tab.

Use the scroll arrows (or click the View All link) in the upper right corner of the table to review all students.

Awards Detail

You have successfully completed the Mass Packaging process.

End of procedure.