9.2 Assigning a College Financing Plan

Purpose: Use this document as a reference for how to assign and view a College Financing Plan (formerly Shopping Sheet) in ctcLink.

Audience: FA Counselor/Technician.

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

  • ZD FA Director
  • ZD FA Student Aid Info
  • ZZ FA Student Aid Info

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

Assign a College Financing Plan

Navigation: NavBar > Navigator > Financial Aid > View Packaging Status Summary

  1. The View Packaging Status Summary page displays.
  2. Populate the field College Financing Plan Group with SHOPGRP01.
  3. Select the Save button.
Packaging Status Summary Page with College Financing Plan Group and Save button annotated

Note: If a student has not been awarded, a College Financing Plan will not be viewable.

Viewing an Assigned College Financing Plan

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

  • ZC CC Personal Info Student
  • ZD CC Personal Info Student
  • ZD CC Super user
  • ZZ CC Pers Info NID Update
  • ZZ CC Personal Info Student
  • ZZ SS Advisor
  • ZZ SS Faculty

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

Navigation:  NavBar > Navigation > Campus Community > Student Services Ctr (Student)

  1. The Student Services Ctr (Student) search page displays.
  2. Enter the student ID.
  3. Select the Search.
  4. The Student Services Ctr page displays.
  5. Select the View Financial Aid link under the Financial Aid section.
  1. The Financial Aid search page displays.
  2. From the Select Aid Year to View section select the aid year you wish to view.  
Select Aid page with 2023 aid year annotated
  1. The Award Summary page displays.
  2. Select the FA College Financing Plan link.
Award Summary page with FA College Financing Plan Link annotated
  1. The College Financing Plan will open in a separate window.
Olympic College College Financing Plan
  1. Process complete.

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