Viewing and Managing Direct Loan Origination and Disbursement Video 23k
Purpose: Video explaining how to view and manage Direct Loan origination and disbursement
Audience: Financial Aid Counselor/Technician
ctcLink Reference Center
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Topics
- Accessibility 1
- CS: Academic Advisement Videos 1
- CS: Admissions Videos 4
- CS: Campus Community Videos 7
-
CS: Curriculum Management Videos
9
- Course Catalog - Catalog Data Video (9.0)
- Course Catalog - Component Video (9.0)
- Course Catalog - Course Fees Video (9.0)
- Course Catalog - Offerings Video (9.0)
- Curriculum Management Overview Video (9.0)
- Schedule a Class - Basic Data Video (9.0)
- Schedule a Class - Class Fees Video (9.0)
- Schedule a Class - Meetings Video (9.0)
- Schedule a Class - Tabs Video (9.0)
- CS: Self-Service Videos 3
-
CS: Student Program and Enrollment Videos
17
- Academic Standings Honors & Awards Video (9.0)
- Awarding a Student Degree Video (9.0)
- Batch Term Activation Video (9.0)
- Creating a Class Block Video (9.0)
- Creating a Student Block Video (9.0)
- Enrollment Request Video (9.0)
- Generate Grade Roster Video (9.0)
- Grade Lapse Process Video (9.0)
- Making a Student Eligible For Enrollment After Enrollment Cancellation or Term Withdrawal Video (9.0)
- National Student Clearinghouse Mapping Video (9.0)
- Processing Block Enrollment Video (9.0)
- Processing Term Withdrawals Video (9.0)
- Quick Enrolling a Student Video (9.0)
- Repeat Checking Process Video (9.0)
- Student Program/Plan Overview Video (9.0)
- Student Records Overview Video (9.0)
- Term Activate an Individual Student Video (9.0)
- CS: Transfer Credit Videos 5
- FA: Awarding Financial Aid and SAP Videos 7
- FA: ISIR Processing Videos 3
- FA: Managing 3Cs Videos 3
- FA: Processing FA Applications Videos 3
- FA: Processing Loans Videos 3
-
FIN: Finance Overview Videos
11
- Finance Overview Video
- Commitment Control (KK) Overview Video
- Accounts Payable Overview Video
- Accounts Receivable Overview Video
- Travel & Expenses Overview Video
- Purchasing Overview Video
- Contracts Overview Video
- Grants Overview Video
- Project Costing Overview Video
- Billing Overview Video
- Billing Interface Process Overview Video
- Fundamentals: Understanding PeopleSoft Videos 1
- Fundamentals: Understanding the PeopleSoft Layout Videos 1
- Fundamentals: Navigating PeopleSoft Videos 6
- Fundamentals: Customizing Your Environment Videos 3
- Fundamentals: Using Search Pages 4
- Fundamentals: Working With Grids Videos 2
- Fundamentals: Adding and Updating Data Videos 5
- Fundamentals: Running Reports, Jobs and Queries Videos 2
- HCM: FWL (Faculty WorkLoad) 3
- HCM: HR Core 3
- HCM: Payroll Videos 5
-
Message Center
5
- Message Center Basics Part 1: Configuration Video (9.0)
- Message Center Basics Part 2: Message Center vs PeopleSoft Communications Video (9.0)
- Message Center Basics Part 3: Sending an Individual Student Message Video (9.0)
- Message Center Basics Part 4: Sending Messages in Batch Video (9.0)
- Message Center Basics Part 5: Searching for Threads and Managing Replies Video (9.0)
- Mobile 3
-
SF: Accounts Receivable Videos
15
- Assign a Service Indicator to a Student Video (9.0)
- Assign a Student Permission Video (9.0)
- Cancel an Invoice Video (9.0)
- Correct Group Transactions Video (9.0)
- Create a Billing Request and Generate an Invoice Video (9.0)
- Create and Generate a Communication Video (9.0)
- Create and Post a Group Data Entry Video (9.0)
- Post a Student/Corporate Transaction Video (9.0)
- Process Enrollment Cancellation Video (9.0)
- Process/Review Credit History Video (9.0)
- Reverse a Group Post Video (9.0)
- Reverse a Student/Corporate Charge Video (9.0)
- Reverse a Student/Corporate Payment Video (9.0)
- Review a Group Post Video (9.0)
- Review a Student Invoice Video (9.0)
-
SF: Cashiering Videos
9
- Add a New Cashier and Assign to a Valid Tender Video (9.0)
- Create a New Cashier's Office Video (9.0)
- Create and Update SpeedType Keys Video (9.0)
- Generating Department Receipts Video (9.0)
- Post a Student Payment for Multiple Charges Video (9.0)
- Process a Cashiering Payment Video (9.0)
- Reopen a Cashier's Office and Void a Receipt Video (9.0)
- Review Student Payments Video (9.0)
- View Balancing Reports Video (9.0)
-
SF: Collections Videos
7
- Create and Generate Communications Video (9.0)
- Creating a Collection Agreement Video (9.0)
- Post/Reverse a Write Off for an Individual Student Video (9.0)
- Process Collections (Put Mulitple Students in Collections) Video (9.0)
- Process Late Fees Video (9.0)
- Process Student Write Offs for Multiple Students Video (9.0)
- Put an Individual Student in Collections Video (9.0)
- SF: Payment Plans Videos 3
- SF: Refunds Videos 6
-
SF: Term Rollover/Item Types Videos
10
- Create a 1098 -T TIN for a Calendar Year Video (9.0)
- Creating/Copying Fee Calendars - Term Rollover Checklist Video (9.0)
- 9.2 Copy Term Fees Video
- 9.2 Update Billing/Due Calendar Video
- 9.2 Update Tuition Calculation Controls Video
- 9.2 Update Adjustment Calendar Video
- 9.2 Update SF Term Default Video
- 9.2 Copy Class/Course Fees Video
- 9.2 Update Min/Max Fees Video
- 9.2 Update the 1098-T TIN Table Video
-
SF: Third Party Contracts Videos
8
- Assign and Cancel Students to a Third Party Contract Video (9.0)
- Assign Multiple Students to a Third Party Contract Video (9.0)
- Create a Third Party Sponsor Invoice Video (9.0)
- Creating/Coping a Third Party Contract Video (9.0)
- Post a Third Party Sponsor Payment Video (9.0)
- Recalculate Third Party Contracts Video (9.0)
- Refund a Third Party Sponsor Payment Video (9.0)
- Rollover Third Party Contracts Video (9.0)
-
SF: Tuition Calculation Videos
7
- Assign a Waiver for an Individual Student Video (9.0)
- Assign a Waiver for Multiple Students Video (9.0)
- Assigning a Student Equation Variable Video (9.0)
- Assigning a Student to a Student Group Video (9.0)
- Calculate and View Tuition for an Individual Student Video (9.0)
- Calculate Concurrent Enrollment Tuition Video (9.0)
- Calculating High/Low Tuition Video (9.0)
Other Resources
User Acceptance Testing
- DG4 User Acceptance Testing for FIN (Preview)
- DG4 User Acceptance Testing for HCM (Preview)
- DG4 User Acceptance Testing for CS (Preview)
- DG3 User Acceptance Testing for FIN
- DG3 User Acceptance Testing for HCM
- DG3 User Acceptance Testing for CS
- User Acceptance Testing - Other Resources
Resources
- Spring Term Shift
- Welcome to ctcLink
- Post Go-Live Resources
- ctcLink Document Repository (cDR)
- PeopleSoft Security
- Reporting
- ctcLink PeopleSoft Query and Reporting
- Legacy to PeopleSoft Conversion Data Validation
- Crosswalks & Glossaries
- Remediation
- Process Scheduling
- Navigation Paths
- 25 Live
- Megamation
- Training Videos
- Additional Resources
9.2 Campus Solutions
- 9.2 CS - Academic Structure
- 9.2 CS - Academic Advisement
- 9.2 CS - Admissions
- CS Business Process Maps (Flow Charts)
- 9.2 CS - Campus Community
- 9.2 CS - 3Cs: Comments, Communications and Checklists
- 9.2 CS - Continuing Education
- CS Fundamentals
- 9.2 CS - Curriculum Management
- 9.2 CS - Fundamentals
- Mobile
- 9.2 CS - Mobile
- 9.2 CS - Student Records
- 9.2 CS - Campus Solutions Resources
9.2 Finance
- 9.2 FIN - Accounts Payable
- 9.2 FIN - Accounts Receivable
- 9.2 FIN - Asset Management
- 9.2 FIN - Billing
- 9.2 FIN - Budget/Budgeting (Commitment Control)
- 9.2 FIN - Budget Security
- 9.2 FIN - Treasury - Cash Management
- 9.2 FIN - Closing Periods and Years Procedures
- 9.2 FIN - Expenses
- FIN Business Process Maps (Flow Charts)
- 9.2 FIN - General Ledger
- 9.2 FIN - Grants/Projects/Contracts
- 9.2 FIN - Project Costing
- 9.2 FIN - Purchasing
- 9.2 FIN - Finance Resources
9.2 Financial Aid
- 9.2 FA - Budgets
- 9.2 FA - Disbursement
- 9.2 FA - Financial Aid Business Process Guides
- 9.2 FA - Financial Aid Term
- 9.2 FA - ISIR Processing
- 9.2 FA - Loans
- 9.2 FA - Managing 3C's
- 9.2 FA - Packaging and Awards
- 9.2 FA - SAP
- 9.2 FA - Service Indicators/User Edit Messages
- 9.2 FA - Student Access
- 9.2 FA - User Set Up
- 9.2 FA - Return to Title IV
- 9.2 FA - Viewing Financial Aid Pages
- 9.2 FA - Federal and State Reporting
- 9.2 FA - COD Reporting
- 9.2 FA - Dual Processing
- 9.2 FA - Reconciliation
9.2 Human Capital Management
- 9.2 HCM - Absence Management
- 9.2 HCM - Benefits
- 9.2 HCM - FWL (Faculty Workload)
- HCM Business Process Maps (Flow Charts)
- 9.2 HCM - HR Core
- 9.2 HCM - Payroll
- 9.2 HCM - TAM (Talent Acquisition Management)
- 9.2 HCM - Time & Labor
- 9.2 HCM - Human Capital Management Resources
9.2 Self Service
- 9.2 Employee Self Service
- 9.2 Faculty Self Service
- 9.2 Manager Self Service
- 9.2 Student Home Page
- 9.2 Student Activity Guide
- 9.2 Advisor Homepage
- 9.2 CS Staff Homepage
9.2 Student Financials
- 9.2 SF - Cashiering
- 9.2 SF - Collections
- 9.2 SF - General Ledger Interface
- 9.2 SF - Payment Plans
- 9.2 SF - Refunds
- 9.2 SF - Term Rollover & 1098T
- 9.2 SF - Third Party Contracts
- 9.2 SF - Tuition Calculation
- 9.2 SF - Student Financials Resources
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- ctcLink ServiceDesk/Ticketing System
