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.

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

  • ZD FA DL Reconciliation
  • ZD FA Director
  • ZZ FA DL Reconciliation
  • ZZ FA Direct Loan Processor

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

Loans on Hold Report

Navigation:  Financial Aid > Loans > Direct Lending Reconciliation > Loans on Hold Report

  1. The DL Loans on Hold search page displays.
  2. Enter a New or Existing Run Control ID.
  3. Select the Search button.
  4. The Loans on HOLD Report page displays.
  5. Enter the Academic Institution.
  6. Enter the Aid Year - use the Aid Year in which you are processing.
  7. Select the Run button.  
  8. The Process Scheduler Request page displays.
  9. Select the OK button.
  10. The Loans on HOLD Report displays.
  11. Make note of the Process Instance number.
  12. Select the Process Monitor link.  The Process List tab displays.
  13. The Process List tab displays.
  14. Select the Refresh button until Run Status readsSuccessand Distribution Status reads 'Posted'.  
  15. Select the Report Manager link.  
  16. The Report Manager tabs displays.
  17. Select the pdf file link.  In this example, the file name is:  FA854A - Loans on Hold Report pdf.
  18. The file will open and display report results.
  19. The process to run the Loans on Hold report is now complete.
  20. End of procedure.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

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