Viewing and Managing Direct Loan Origination and Disbursement Video (9.0)
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
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ctcLink Training Recording Archives 0
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Accessibility 1
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CS: Academic Advisement Videos 1
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CS: Campus Community Videos 7
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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)
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CS: Student Program and Enrollment Videos 19
- 9.2 Term Activate a Student after the Term Begin Date Video
- 9.2 Term Withdrawal Video
- 9.2 Record a Graduation Application and Award a Student Degree Video
- 9.2 Fix Enrollment Attached to the Wrong Program Video
- Academic Standings Honors & Awards 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)
- 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)
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CS: Transfer Credit Videos 5
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FA: Managing 3Cs Videos 0
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FA: Processing FA Applications Videos 1
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FIN: Finance Overview Videos 11
- 9.2 Finance Overview Video
- 9.2 Commitment Control (KK) Overview Video
- 9.2 Accounts Payable Overview Video
- 9.2 Accounts Receivable Overview Video
- 9.2 Travel & Expenses Overview Video
- 9.2 Purchasing Overview Video
- 9.2 Contracts Overview Video
- 9.2 Grants Overview Video
- 9.2 Project Costing Overview Video
- 9.2 Billing Overview Video
- 9.2 Billing Interface Process Overview Video
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Fundamentals: Understanding PeopleSoft Videos 1
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Fundamentals: Understanding the PeopleSoft Layout Videos 1
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Fundamentals: Navigating PeopleSoft Videos 1
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Fundamentals: Using Search Pages 2
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Fundamentals: Working With Grids Videos 2
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Fundamentals: Adding and Updating Data Videos 2
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HCM: Payroll Videos 6
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Message Center 6
- 9.2 Message Center Overview Video
- 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)
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SF: Accounts Receivable Videos 14
- Assign a Service Indicator to a Student Video (9.0)
- Assign a Student Permission 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)
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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)
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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
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SF: Third Party Contracts Videos 7
- 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)
- 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)
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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)
Colors and button shapes may appear differently in QRGs compared to the live PeopleSoft environment, but functionality has not been affected by the latest PeopleTools upgrade. Please refer to the Fundamentals section of the Reference Center for images of several current system pages.
QRGs are intended to provide a quick walk-through for college staff performing a business process in ctcLink and do not necessarily provide a comprehensive explanation of all possible scenarios. Updates to Reference Center materials are made continuously, so please check back frequently for the most current information.
Other Resources
Welcome to ctcLink (Start Here!)
- Intro to ctcLink
- Onboarding Training Materials and Applications
- Fundamentals
- Crosswalks & Glossaries
- ctcLink Service Desk/Ticketing System
Process Alignment
- Project Overview
- Process Alignment Task Forces
- Utilization Dashboards
Resources
- 25Live (Software)
- Commonly Used Reports and Processes
- Data Services
- Governance
- ctcLink Enhancement Requests
- Legacy Access
- Megamation (Software)
- Navigation Paths
- PeopleSoft Security
- PMO - Project Information
- Testing (Current Activities)
- Training Videos
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
- CS - 3Cs: Comments, Communications and Checklists
- 9.2 CS - Continuing Education
- 9.2 CS Fundamentals
- 9.2 CS - Curriculum Management
- HighPoint Campus Experience (HCX)
- 9.2 CS - Student Records
- 9.2 CS - Campus Solutions Resources
9.2 Finance
- 9.2 FIN - Finance Fundamentals
- 9.2 FIN - Finance Navigation Resources
- 9.2 FIN - Accounts Payable
- 9.2 FIN - Accounts Receivable
- FIN - Asset Management
- 9.2 FIN - Billing
- 9.2 FIN - Budget/Budgeting (Commitment Control)
- 9.2 FIN - Budget Security
- FIN - Delegations
- FIN - Travel & Expenses
- 9.2 FIN - General Ledger
- 9.2 FIN - Grants/Contracts
- FIN - Project Costing
- 9.2 FIN - Purchasing
- FIN - PBCS (Planning Budgeting Cloud Services)
- 9.2 FIN - Treasury - Cash Management
- 9.2 FIN - Finance Resources
- 9.2 FIN - Closing Periods and Years Procedures
- FIN Business Process Maps (Flow Charts)
9.2 Financial Aid
- FA - User Set Up
- FA - Student Access
- 9.2 FA - Viewing Financial Aid Pages
- FA - ISIR Processing
- 9.2 FA - Managing 3Cs
- FA - Financial Aid Term
- FA - Budgets
- 9.2 FA - Packaging and Awards
- 9.2 FA - SAP
- FA - Service Indicators/User Edit Messages
- FA - Disbursement
- FA - Pell
- 9.2 FA - Loans
- 9.2 FA - Return to Title IV
- 9.2 FA - Federal and State Reporting
- 9.2 FA - Reconciliation
- 9.2 FA - Financial Aid Business Process Guides
- FA - Financial Aid Resources
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 Faculty Self Service
- Financials Employee Self Service
- 9.2 HCM Employee Self Service
- 9.2 Manager Self Service
- 9.2 Student Homepage
- 9.2 Advisor Homepage
- 9.2 CS Staff Homepage
9.2 Student Financials
- SF - 1098-T's
- SF - Cashiering
- SF - Collections
- SF - General Ledger Interface
- SF - Payment Plans
- SF - Refunds
- SF - Running Start
- SF - Term Rollover and Fees
- SF - Third Party Contracts
- SF - Tuition Calculation
- SF - Student Financials Resources
Archived Project Materials
- Implementation Project Archives
- Local Configuration Guides Project Archives
- Testing Project Archives
