Process Loan Counseling Data

Purpose:  Use this document as a reference on how to process loan counseling data using ctcLink.

Audience:  Financial Aid staff

This process is used in the Add Loan Counseling Data process to add a new row to the Entrance/Exit Counseling Table if a record does not already exist and the student has an accepted Stafford loan with an amount greater than zero.

Add Loan Counseling Data

Navigation: Main Menu > Financial Aid > File Management > Loan Counseling > Add Loan Counseling Data

  1. Enter the desired Run Control ID, or add a new value.
  2. Select the Search button.
  1. Select PS Query as the Selection Tool.
  2. Select CTC_FA_ENTRANCE_LOAN_ADD as the Query Name.
  3. Select the Edit Prompts link.
  4. Enter the Institution.
  5. Enter the Aid Year.
  6. Select the OK button to return to Add Loan Counseling Data page.
  7. Select Preview Selection Results and note the Empl IDs for validation in next section.
  8. Select the Return button to return to Add Loan Counseling parameters page.
  9. Enter the Institution.
  10. Enter the Aid Year.
  11. Enter STAF as the Loan Code.
  12. Select the Entrance list item as the Counseling Type.
  13. Select the Multi-Year list item as the Counseling Requirement.
  14. Select Run, then OK.
  15. Select the Process Monitor link and continue to select the Refresh button until the Run Status is Success and Posted.

You have now processed loan counseling data.

End of procedure.