Create Pell Origination Records

Purpose:  Use this document as a reference to selects students who have been awarded a Pell Grant to be sent to COD for origination using ctcLink.

Audience:  Financial Aid staff

The origination record establishes a student's eligibility for a specific annual award of federal Pell Grant program funds. It includes the student's annual amount calculated by your institution and cost of attendance.

Create Pell Origination Records

Navigation:  Main Menu > Financial Aid > Pell Payment > Originate Pell Payment

  1. Enter New or Existing Run Control ID.
  2. Enter the Institution
  3. Enter the Aid Year
  4. Enter Pell ID Reporting (Federal School Code)
  5. Leave Student Override box unchecked for batch processing
  6. Student Override can be used when processing for individual students
  7. Select Run
  1. From the Process Scheduler Request page select OK.
  1. Ensure process runs to Success and Posted and select the Details link.
  1. From the Process Detail page select the Message Log link.
Message Log

The Message Log will display students who have encountered an error.  Messages will include but are not limited to:

  • Pell status is either Transmitted or On Hold
  • Student's Official EFC $$$$ exceeds the MAX EFC $$$$ on Pell Payment setup  
  • Correction Status is Sent or Send for student (Referring to ISIR = Unofficial)

While many of these students will appear on the Transaction Status Report (see below), some will not.  Review and work the student list, and re-run Originate Pell Payment processes as needed.

The Message Log will also include totals for New and Adjusted Pell Originations.  

You have successfully created a Pell origination record.

End of procedure.