CC.013.2 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.  

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

Videos

Instructor-Led Training Materials and Recordings

Instructor-Led Training Materials

Training Session Recordings

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: People Tools > CTC Custom > Extensions > Upload/Download Files
ROLE NAME: ZZ Upload Doc SR*

MENU: Financial Aid > File Management > Import Federal Data Files
MENU: Financial Aid > File Management > ISIR Import > Process ISIRs
ROLE NAME: ZZ FA ISIR Processing

CC.013.2.2 - ISIR Corrections:

MENU: Financial Aid > Federal Application Data > Correct 2017-2018 ISIR Records
ROLE NAME: ZZ FA ISIR Corrections

CC.013.2.3 - Process ISIR's:

MENU: People Tools > CTC Custom > Extensions > Upload/Download Files
ROLE NAME: ZZ Upload Doc SR*

CC.013.2.4 - FA 3C's:

MENU: Campus Community > Checklists > Person Checklists > Checklist Management - Person
ROLENAME: ZZ CC 3Cs User*

MENU: Financial Aid> View Financial Aid Status
ROLE NAME: ZZ FA Student Aid Info*

CC.013.2.5 - Ability to Benefit Processing:

MENU: Financial Aid > Ability to Benefit > Create Ability to Benefit
MENU: Financial Aid > Ability to Benefit > Manage Ability to Benefit
ROLE NAME: ZZ FA ATB

CC.013.2.6 - Aggregate Push:

MENU: Financial Aid > File Management > NSLDS > Update Aggregates with NSLDS
MENU: Financial Aid > Awards > Aggregates > Update Incoming Aggregates
MENU: Financial Aid > Awards > Aggregates > View Aggregate Aid
ROLE NAME: ZZ FA Award Aggregates and ZZ FA NSLDS Prcs

CC.013.2.7 - Run FA Term:

MENU: Financial Aid > Financial Aid Term > Create FA Term Driver Records
ROLE NAME: ZZ FA Term Prcs

CC.013.2.8 - Weeks of Instruction Processing:

MENU: Set up SACR>System Administration> Utilities>Population Update>Population Update Process
ROLE NAME: ZC SACR Config

CC.013.2.9 - Update FA Progress Units:

MENU: Financial Aid> Financial Aid Term> Update FA Progress Units
ROLE NAME: ZZ FA SAP Prcs

CC.013.2.10 - Build Budgets:

MENU: Set Up SACR> System Administration> Utilities> Population Update> Population Update Process
ROLE NAME: ZC SACR Config

MENU: Set up SACR> Common Definitions> Equation Engine> Run Equation
MENU: Financial Aid> Budgets> Create Student Budget
ROLE NAME: ZZ FA Budgets

CC.013.2.11 - SNG (WCG) Processing:

MENU: Financial Aid> CTC Custom> CTC Interfaces> State Need Grant> SNG Population/Update
MENU: Financial Aid> CTC Custom> CTC Interfaces> State Need Grant> Calculate SNG Eligibility
ROLE NAME: ZZ FA WCG Eligibility

CC.013.2.12 - CBS Processing:

MENU: Financial Aid> CTC Custom> CTC Interfaces> College Bound Scholarship> College Bound Outbound Process
MENU: Financial Aid> CTC Custom> CTC Interfaces> College Bound Scholarship> College Bound Inbound Process
MENU: Financial Aid> CTC Custom> CTC Interfaces> College Bound Scholarship> College Bound Eligibility View
ROLE NAME: ZZ FA College Bound Schol

CC.013.2.13 - Run SAP:

MENU: Financial Aid> Satisfactory Academic Progress> Process SAP
MENU: Satisfactory Academic Progress> Review Report Data
MENU: Financial Aid> Satisfactory Academic Progress> Maintain Student SAP Data
ROLE NAME: ZZ FA SAP Prcs

*Requires additional SACR Security.

PDF Version of Flow Diagram for Printing

2 Comments

Deann Holliday

CC.013.2.8 - Weeks of Instruction Processing - 9.2 Weeks of Instruction - Step 10: Step 10 days to "Select Run..." then Step 11 says to "Repeatedly select the Refresh button...", but it does not tell you to select the appropriate box that comes up after you "Select Run".

Kelly Forsberg

Hi Deann, Thanks for the comment! I reviewed, and yes you are correct. I will add that step. The appropriate message box you mention is in the Process Scheduler Request page--the OK button must be selected before moving to the Process List page, where you will then select Refresh until the Job Status is 'Success', and the Distribution Status is 'Posted'. Thanks again for pointing this out; you are helping others to get the best experience from these QRGs. Thanks! -Kelly Forsberg, ctcLink Functional Trainer (Financial Aid)

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