Set Ready to Package

Purpose:  Use this document as a reference to move through the Set Ready to Package process using ctcLink.

Audience:  Financial Aid staff.

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

  • ZZ FA Pop Update

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

Set Ready to Package

Navigation:  Set Up SACR > System Administration > Utilities > Population Update > Population Update Process

  1. The Population Update Process search page displays.
  2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button

NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).

  1. The Population Selection Update page displays.
  2. Select STDNT_AID_ATRBT value in Record (Table) Name field.
  3. Enter the Institution.
  4. Enter the Aid Year - enter the Aid Year in which you are processing.
  5. Select the Report Error Messages radio button.
  6. Select PS Query in Selection Tool drop-down menu.
  7. Enter Query Name = CTC_FA_SET_READY_TO_PACKAGE. The Edit Prompts link will appear.
  8. Select the Edit Prompts link.
  9. The Query Prompts pagelet displays.
  10. Enter the Academic Institution and the Aid Year
  11. Select the OK to return to main window.
  12. The Population Selection Update page displays
  13. Select the Aid Package Processing Status value from the Field Name drop-down menu.
  14. Select Ready for Packaging from the Field Value drop-down menu.
  15. Before running the process, you can preview your results.  Select the Preview Selection Results link. - Preview your results, and select the Return button to return to the main page.
  16. Select Run button.
  17. The Process Scheduler page displays.
  18. Select SCC_POP_UPD process. Next, select the OK button. 
  19. The Population Selection Update page displays.
  20. Note the Process Instance number created, then select the Process Monitor link. (Both located at top-right of screen).
  21. The Process Monitor page displays
  22. On the  Process List tab, locate the Process Instance number you just created.
  23. Select Refresh button periodically until Run Status = Success and Distribution Status = Posted.
  24. Select the Details link.
  25. The Process Detail page displays.
  26. Select the Message Log link.
  27. The Message Log page displays.
  28. Verify the log indicates that successful updates were performed.

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

View the external link to Set Ready to Package - No Audio. This link will open in a new tab/window.