CC.13.2 Receive and Process FA Applications

User Acceptance Test Overview

To use this UAT guide first review the business process flow diagram below, which outlines the various steps to complete the test activities.  Note that the business process flow diagram has distinct places where one can start testing this process, noted by a green 'Start' circle.  Use the diagram, following the arrows to each step that must be executed.  Use the Quick Reference Guide (QRGs) links, also below, to find the instructions on how to execute each step.  The Quick Reference Guides are numbered to match each box on the flow diagram to assist testers with following the flow of the business process.  Once testing is complete for each box on the flow diagram, click the link in the Next Step (Tier 2) in the High Level UAT Framework section to access the next UAT Guide.

The Receive & Process FA Applications testing is the foundation the Financail Aid Department builds on to prepare a student for awarding.  During testing users will start by loading ISIR files into PeopleSoft.  Subsequent testing gives users the chance to correct ISIR's, run FA 3C's processing to generate checklist requirements and create a communication for a student.  The run FA Term process pulls in live enrollment data and prepares the way to build budgets.  The SNG processing allows a user to create and review initial eligibliy for a student.  The final test for this sprint is the running of the Satisfactory Academic Progress (SAP) for this student population.   All areas of this testing prepares a student population to be ready for the Award and Package testing in the next sprint.  

Business Process Flow Diagram

Printable View of CC.013.2 Receive & Process FA Applications

Self-Pace Training Materials (Advanced Prep)

To prepare yourself in advance for the richest testing experience below are additional resources and (where applicable) links to relevant video content.  

Additional Resources


Instructor-Led Training Materials and Recordings

Instructor-Led Training Materials

Training Session Recordings

Background Configuration Information:

For information on the configuration behind what is seen in this step in the UAT flow process please refer to the following Quick Reference Guide(s):


Minimum Test Case (Data) Scenarios:

Scenarios for CC.013.2.1 - ISIR Load

  • Load ISIR's
  • Search/Match

Scenarios for CC.013.2.2 - ISIR Corrections

  • Making ISIR Corrections to the Correct ISIR 20XX - 20XX page

Scenarios for CC.013.2.5 - Ability to Benefit Processing

  • Adding ATB Values to a student ATB page

Scenarios for CC.013.2.6 - Aggregate Push

  • Adding Aggregate values using NSLDS Push

Scenarios for CC.013.2.7 - Run FA Term

  • Building FA Term Tables

Scenarios for CC.013.2.8 - Weeks of Instruction Processing

  • Update FA Term with Weeks of Instruction

Scenarios for CC.013.2.9 - Update FA Progress Units

  • Updating FA Progress units

Scenarios for CC.013.2.10 - Build Budgets

  • Building Budgets in Batch Using the CTCFABUD job

Scenarios for CC.013.2.11 - SNG Processing

  • SNG Eligiblity Processing

Scenarios for CC.013.2.12 - CBS Processing

  • College Bound Scholarship Outbound process

Scenarios for CC.013.2.13 - Run SAP

  • SAP Batch Process

CC.013.2.1 - ISIR Load

  • Error Condition: ISIR's not loaded due to no Search/Match
    • Expected Behavior:

CC.013.2.2 - ISIR Corrections

  • Error Condition: Adjustment to Family Size
  • Error Condition: Adjustment to Number in College
  • Error Condition: Adjustment to Adjusted Gross Income
    • Expected Behavior:

CC.013.2.5 - Ability to Benefit Processing

  • Error Condition: Process using Institution ID only
    • Expected Behavior:

CC.013.2.6 - Aggregate Push

  • Error Condition: Review Students Aggregate page for recent load data
    • Expected Behavior:

CC.013.2.7 - Run FA Term

  • Error Condition: Review Students FA Term page
  • Error Condition: Review Enrollment Level
  • Error Condition: Review Program Plan
    • Expected Behavior:

CC.013.2.8 - Weeks of Instruction Processing

  • Error Condition: Review the Records/Term Info tab to ensure values in the Weeks of instruction field were updated to desired value
    • Expected Behavior:

CC.013.2.9 - Update FA Progress Units

  • Error Condition: Review Student Enrollment page to ensure FA Progress Unit values were changed to a zero value
    • Expected Behavior:

CC.013.2.10 - Build Budgets

  • Error Condition: Review Student Budgets
  • Error Condition: Review COA
  • Error Condition: Review Budget Categories listed
  • Error Condition:Review number of terms budgets built for (multiple rows)
    • Expected Behavior:

CC.013.2.11 - SNG Processing

  • Error Condition: SNG Population Update
  • Error Condition: Verify SNG Eligibility View
    • Expected Behavior:

CC.013.2.12 - CBS Processing

  • Error Condition: Verify CBS page creation
    • Expected Behavior:

CC.013.2.13 - Run SAP

  • Error Condition: Review SAP Status for Student Population
  • Error Condition: Review test values for all 8 tests to ensure desired tests were executed
  • Error Condition: Review SAP testing for Pass 1 or Pass 2
    • Expected Behavior:

Return to the High Level (Tier 1) UAT Framework:

Links to User Acceptance Test 'How To' Information:

Overview of User Acceptance Testing

Security Matrix Mapping Information

The information below provides those completing the Security Matrix Mapping templates with the Menus, Pages and Role names needed to execute the User Acceptance Testing relevant to this UAT guide.

CC.013.2.1 - ISIR Load

MENU: xxx>xx>x


PDF Version of Flow Diagram for Printing