9.2 Pell COD Origination & Disbursement Reports

Purpose:  Use this document as a reference on how to run Pell COD Origination and Disbursement Reports using ctcLink.

Audience:  Financial Aid staff.

The Pell Origination Report provides the status of whether or not records have been imported or exported.

You must have at least one of these local college managed security roles:

  • ZD FA Director
  • ZD FA Pell Orig Reports
  • ZZ FA Pell Orig Reports
  • ZZ FA Pell Processor

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Pell COD Origination & Disbursement Reports

Pell Origination Report

Navigation:  NavBar > Navigator > Financial Aid > Pell Payment > Origination Reports > Origination Import and Export

  1. The Pell Origination Records search page displays.
  2. Enter an existing or new Run Control ID.
  3. Select the Search or ADD button.  
Pell Origination Records search page
  1. The Pell Originations page displays.
  2. Enter the Academic Institution.
  3. Enter the Aid Year.
  4. Select the Run button.  
Pell Originations Run control
  1. The Process Scheduler Request page displays.
  2. Select the Pell Originations item in the Process List table for the Process Type = BI Publisher.
  3. Select the OK button.  
Process scheduler request page
  1. The Pell Originations page displays.
  2. Make note of the Process Instance number.
  3. Select the Process Monitor link.

 

Pell Originations Process Monitor link
  1. The Process Monitor page displays.
  2. Locate Process Instance number assigned in previous step.
  3. Select the Refresh button until the Run Status is Success and Distribution Status is Posted.
  4. Select Go back to Pell Origination Records link.
Process List tab
  1.  The Pell Originations page displays.
  2. To view the report, from the Pell Originations page, select the Report Manager link.
Report Manager link
  1. The Report Manager page displays.
  2. In the File List tab, select the PDF link to open and view the report.
pdf link
  1. The Pell Origination Records report displays.
viewing report results
  1. The process to run the Pell Origination report is now complete.
Pell Disbursement Report

The Pell Disbursement Records Report basically provides the status of whether or not records have been disbursed and its status.

You must have at least one of these local college managed security roles:

  • ZD FA Director
  • ZD FA Pell Disb Reports
  • ZZ FA Pell Disb Reports
  • ZZ FA Pell Processor

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Navigation:  NavBar > Navigator > Financial Aid > Pell Payment > Disbursement Reports > Disbursement Records

  1. The Pell Disbursement Records search page displays.
  2. Enter an existing or new Run Control ID.
  3. Select the Search button.  
Pell Disbursement Records search page
  1. The Pell Disbursement Records page displays.
  2. Enter the Academic Institution.
  3. Enter the Aid Year.
  4. Select the Run button.  
Pell Disbursement Records run
  1. Select the Pell Disbursements item in the Process List table for the Process Type = BI Publisher.
  2. Select OK button.  
Process Scheduler Request
  1. The Process Scheduler Request page displays.
  2. Make note of the Process Instance number.
  3. Select the Process Monitor link.
Pell Disbursement Records page Process Monitor link
  1. The Process Monitor page displays.
  2. From the Process List tab, locate Process Instance number assigned in previous step.
  3. Select the Refresh button until the Run Status is Success and Distribution Status is Posted.
  4. Select Go back to Pell Disbursement Records link.  
Process List tab
  1. The Pell Disbursement Records page displays.
  2. To view the report, from the Pell Disbursement Records page, select the Report Manager link.
Report Manager link
  1. The Report Manager displays.
  2. Select the Administration link.
  3. Select the PDF link in the Report List table.  
Administration tab
  1. The Pell Disbursement Records report displays in a new window.
  2. Scroll through the report to review the various records and data.
  1. The process to run the Pell Disbursement Records report is now complete.
  2. You have successfully run both the Pell Origination and Pell Disbursement reports.
  3. End of procedure.