Loans on Hold Report

Purpose:  Run the loans on hold report using ctcLink.

Audience:  Financial Aid staff.

On the report, you will see students who have a Direct Loan where the Loan Process Status Flag is 'Hold' due to an issue. The Loan Action Status will usually read 'Rejected'. These are the students you would typically troubleshoot.

Loans on Hold Report

Navigation: Main Menu > Loans > Direct Lending Reconciliation > Loans on Hold Report

  1. Enter New or Existing Run Control ID.
  2. Select the Search button.
DL Loans on Hold
  1. Enter the Academic Institution
  2. Enter the Aid Year.
  3. Select Run and OK.
  4. Select the Process Monitor link.
Validation Error Report Run
  1. Check the box next to DL Loans on Hold Report for BI Publisher.
  2. Select OK.
Process Scheduler Request
  1. Continue to Refresh until Run Status reads ‘Success’ and Distribution Status reads 'Posted'.  
  2. Select the Report Manager link.
Report Manager
  1. Select the Loans on Hold Report.pdf from the File List section.
Report Name pdf

Remember, the report can be ran as a query to put into an Excel Spreadsheet.

You have successfully run the Loans on Hold report.

End of procedure.