9.2 Assigning a College Financing Plan in Batch
Purpose: Use this document as a reference on how to assign a College Financing Plan in batch in PeopleSoft
Audience: Financial Aid Staff responsible for distributing Consumer Information
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.
Assigning a College Financing Plan in Batch Using Population Selection Update
Navigation: NavBar > Navigator > Set Up SACR > System Administration > Utilities > Population Update > Population Update Process
- The Population Update Process run control search page displays.
- Enter the desired Run Control ID. Use the Add a New Value tab if this will be the first time you are running this process.
- Select the Search or Add button.
- The Population Selection Update page displays.
- Select the STDNT_AID_ATRBT drop-down list option from the *Record (Table) Name row.
- Enter a value in the Institution field.
- Enter a value in the Aid Year field.
- Ensure the Report Error Messages radio button is selected.
- In the Selection Tool drop-down list, select PS Query.
- In the Query Name field, enter CTC_FA_SB_SL_SHOPPING_SHEET.
- Select the Edit Prompts link.
- The Query Prompts page displays.
- Enter the Institution.
- Enter the Aid Year.
- Select the OK button.
- The Population Selection Update page displays.
- In the Select Fields to update row, in the Field Name column, select Shopping Sheet Group from the drop-down list option.
- In the Field Value column, select the corresponding group of SHOPGRP01.
- Select the Run button.
- The Process Scheduler Request page displays.
- Select the SCC_POP_UPD checkbox.
- Select the OK button.
- The Population Selection Update page displays.
- Note your Process Instance number, and use it track your job's status at the Process List page.
- Select the Process Monitor hyperlink.
- The Process Monitor page displays.
- On the Process List tab, ensure your process runs to a Run Status of Success, and a Distribution Status of Posted.
- End of procedure.
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