9.2 Create Pell Origination Records

Purpose:  Use this document as a reference to selects students who have been awarded a Pell Grant to be sent to COD for origination using ctcLink.

Audience:  Financial Aid Staff.

The origination record establishes a student's eligibility for a specific annual award of federal Pell Grant program funds. It includes the student's annual amount calculated by your institution and cost of attendance.

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

  • ZD FA Pell Prcs (to originate Pell payment)
  • ZD FA Pell Payment Prcs (to originate Pell payment)
  • ZZ FA Pell Prcs (to originate Pell payment)
  • ZZ FA Pell Processor (to originate Pell payment)
  • ZD FA Director (to run the Pell Transaction Status report)
  • ZD FA Pell Orig Reports (to run the Pell Transaction Status report)
  • ZZ FA Pell Orig Reports (to run the Pell Transaction Status report)

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

Create Pell Origination Records

Navigation:  NavBar > Navigation > Financial Aid > Pell Payment > Originate Pell Payment

  1. The Origination search page displays.
  2. Enter a New or Existing Run Control ID.
  3. Select the Search button.  
  4. The Origination page displays.
  5. Enter the Institution.
  6. Enter the Aid Year - use the Aid Year in which you are processing.
  7. Enter Pell ID Reporting (Federal School Code).
  8. Leave Student Override box unchecked for batch processing.
  9. Student Override can be used when processing for individual students.
  10. Select the Run button.
Origination page
  1. The Process Scheduler Request page displays.
  2. Select the OK button.
Process Scheduler Request page
  1. The Origination page displays.
  2. Make note of the Process Instance number.
  3. Select the Process Monitor link.  
Process Monitor link
  1. The Process Monitor page displays.
  2. Select the Refresh button until Run Status = Success and Distribution Status = Posted.
  3. Select the Details link.  
Process List tab
  1. The Process Detail page displays.
  2. Select the Message Log link.
Process Detail page
  1. The Message Log displays students who have encountered an error.  
  2. Messages will include but are not limited to:
    • Pell status is either Transmitted or On Hold
    • Student's Official EFC $$$$ exceeds the MAX EFC $$$$ on Pell Payment setup
    • Correction Status is Sent or Send for student (Referring to ISIR = Unofficial)
  3. While many of these students will appear on the Transaction Status Report, some will not.  Review and work the student list, and re-run Originate Pell Payment processes as needed.  (Note, if testing this process, running the Transaction Status Report is optional -- see steps below).
  4. The Message Log will also include totals for New and Adjusted Pell Originations.  
Message Log page
  1. The process to create a Pell origination record is now complete.
  2. End of procedure.
Run Transaction Status Report

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.

Navigation:  NavBar > Navigator > Financial Aid > Pell Payment > Origination Reports > Transaction Status

Use the Transaction Status Report to see which Originations are "On Hold" (will not leave ctcLink due to system errors), or which ones have been set to "Review".  Perform the necessary clean-up to the records, and re-run Pell Originations again, and move the data through the steps to outbound to EdConnect*.

*If testing, data will not be imported to EdConnect.

  1. The Transaction Status Search Criteria page displays.
  2. Enter the desired Run Control ID.  
  3. Select the Search or Add button.
Pell Orig Trans Status Report Search Criteria page
  1. The Pell Records by Transac Status search page displays.
  2. Enter:
    • Academic Institution = i.e., WA171
    • Aid Year = i.e., 2018
    • Pell Transac Status = .i.e., "On Hold", or "Review"
  3. Select the Run button.
Pell Records by Transac Status page with parameters defined and run button annotated
  1. The Process Scheduler Request page displays.
  2. Select the OK button.
Process Scheduler Request ok button
  1. The Pell Records by Transac Status search page displays.
  2. Select the Process Monitor link to track the Run Status of this report.
Process Monitor link
  1. The Process Monitor page displays.
  2. At the Process List tab, ensure the job runs to Success and Posted.
  3. Select the Report Manager link.
Success Posted and Report Manager link annotated
  1. At the Report Manager page, select the .pdf file link.
Report Manager page
  1. The Report page displays.
  2. Select the Pell Records by Trans Status.pdf link again to open the report.
file list section
  1. The Report displays.
  2.  Review the students on the report.
Pell report
  1. End of procedure.