CC.016.1 - FA Reconciliation to Reporting

User Acceptance Test Overview

The information below is intended to provide colleges guidance on performing a User Acceptance Test on this business process.  The  business process shown in the flow diagrams below may be only part of what is needed to complete an end-to-end test of a full business cycle.  Coordination with other colleagues at your college in advance of commencing testing is key to success. In the same way that it doesn't  take a single individual to operate the business of running a college it  will require coordination across departments to successfully test a  business flow from beginning to end.

Self-Paced 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

  • COMING SOON!

 

Note: When the FA Flow Business Processing Guide is loading (steps CC.016.1.1 - CC.016.1.7), please allow time for the document to load beyond the first page, and to the process. You may also opt to download and print the Google Doc.)

Minimum Test Case (Data) Scenarios:

CC.016.1.1 Process Census

  • Users will be running the full Census Process.  This is a "one person" process.

CC.016.1.2 R2T4 Processing

  • User will be running the full process.  Discovering the student population (one person process) Creating the worksheet - this can be a couple of users depending on how many students are available

CC.016.1.3 Adjust Aid & Undisburse

  • Once the R2T4 worksheet is complete and the dollar amount for reduction or cancellation is identified.  Users can reduce/cancel aid using the developed QRG.

CC.016.1.4 F05 Service Indicator Assignment

  • This can be done by multiple persons.  It is usually a student by student basis and the identified reason can be attached to the SI.

CC.016.1.5 Reconciliation Processing

  • The fund roster is a where users will begin.  There are reconciliation queries near the end of the document we recommend they run as part of their testing.  (One Person task but all can review)

CC.016.1.6 SNG Interim Processing

  • Users will follow instructions from the attached document.  (One person testing).  They will not be sending results to WSAC.  They want to ensure the process is running and review the results.

CC.016.1.7 Unit Record Reporting

  • Users will follow instructions from the attached document.  (One person testing).  They will not be sending results to WSAC.  They want to ensure the process is running and review the results.

CC.016.1.8 FISAP

  • Users will follow instructions from the attached document.  (One person testing).  They will not be sending results to DOE.  They want to ensure the process is running and review the results.

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.016.1.1 Process Census:

MENU: NavBar > Navigator > Set Up SACR > Common Definitions > Equation Engine > Run Equation
ROLENAME: ZC FA Local Configuration

MENU: NavBar > Navigator > Financial Aid > Financial Aid Term > Build FA Term in Batch
ROLENAME: ZZ FA Term Prcs

MENU: NavBar > Navigator > Reporting Tools > Query > Query Viewer
ROLENAME: ZZ_DS_QRY_FINANCIAL_AID and ZZ_DS_QRY_QUERY_VIEWER

CC.016.1.2 R2T4 Processing:

MENU: NavBar > Navigator > Campus Community > Service Indicators > Person > Mass Assign
ROLENAME: ZZ CC Service Indicators

MENU: NavBar > Navigator > Reporting Tools > Query > Query Viewer
ROLENAME: ZZ_DS_QRY_FINANCIAL_AID and ZZ_DS_QRY_QUERY_VIEWER

MENU: NavBar > Navigator > Financial Aid > Return to Title Iv Funds > Create Worksheet
ROLENAME: ZZ FA R2T4 Prcs or ZZ FA Funds Manager

MENU: NavBar > Navigator > Financial Aid > CTC Custom > Return State Funds > Create Worksheet
ROLENAME: ZZ FA Return State Funds or ZZ FA Funds Manager

CC.016.1.3 Adjust Aid & Undisburse:

MENU: Nav Bar > Navigator > Financial Aid > Awards > Award Processing > Assign Awards to a Student
ROLENAME: ZZ FA Award Processor

MENU: Nav Bar > Navigator > Financial Aid > Disbursement > Disburse Aid
ROLENAME: ZZ FA Disbursements or ZZ FA Funds Manager

CC.016.1.4 F05 Service Indicator Assignment:

MENU: NavBar > Navigator > Campus Community > Service Indicators (Student) > Manage Service Indicators
ROLENAME: ZZ CC Service Indicate Student

MENU: NavBar > Navigator > Campus Community > Service Indicators (Student) > Mass Release
ROLENAME: ZZ CC Service Indicate Student

CC.016.1.5 Reconciliation Processing:

MENU: NavBar > Navigator > Financial Aid > Fund Management > Fund Roster
ROLENAME: ZZ FA Funds Manager

MENU: NavBar > Navigator > Reporting Tools > Query > Query Viewer
ROLENAME: ZZ_DS_QRY_FINANCIAL_AID and ZZ_DS_QRY_QUERY_VIEWER

MENU: NavBar > Navigator > Financial Aid > Fund Management > FA801 Award Data by Item Type
ROLENAME: ZZ FA Funds Manager

MENU: NavBar > Navigator > Set Up SACR > Product Related > Financail Aid > Awards > Fiscal Item Types
ROLENAME: ZC FA Local Configuration

CC.016.1.6 SNG Interim Processing:

MENU: NavBar > Navigator > Financial Aid > CTC Custom > CTC Reports > State FA Reporting
ROLENAME: ZZ FA WCG Eligibility

CC.016.1.7 Unit Record Reporting:

MENU: NavBar > Navigator > Financial Aid > CTC Custom > CTC Reports > State FA Reporting
ROLENAME: ZZ FA WCG Eligibility

CC.016.1.8 FISAP:

MENU: NavBar > Navigator > PeopleTools > CTC Custom > Extensions > Upload/Download Files
ROLENAME: ZZ FA Upload Download

MENU: NavBar > Navigator > Financial Aid > Awards > External Awards > Process External Award File
MENU: NavBar > Navigator > Financial Aid > Awards > External Awards > View Data File Staging Results
MENU: NavBar > Navigator > Financial Aid > Awards > External Awards > Load External Awards
MENU: NavBar > Navigator > Financial Aid > Awards > External Awards > External Award Load Summary
MENU: NavBar > Navigator > Financial Aid > Awards > External Awards > Manage Awards by Status
MENU: NavBar > Navigator > Financial Aid > Awards > External Awards > Manage Student External Awards
ROLENAME: ZZ FA External Awards or ZZ FA Award Processor

MENU: NavBar > Navigator > Financial Aid > Fund Management > Generate FISAP Reports
ROLENAME: ZZ FA FISAP Prcs

MENU: NavBar > Navigator > Reporting Tools > Query > Query Viewer
ROLENAME: ZZ_DS_QRY_FINANCIAL_AID and ZZ_DS_QRY_QUERY_VIEWER

Other roles that may be needed:

MENU:NavBar > Navigator > Campus Community > Student Services Ctr (Student)

ROLENAME:ZD CC PERSONAL INFO STUDENT

MENU: NavBar > Navigator > Records and Enrollment >Enroll Students > Enroll

ROLENAME:ZD SR HIGH LEV ENROLL INQUIRY

MENU: NavBar > Navigator > Reporting Tools > Query > Query Viewer

ROLENAME:ZD DS QRY FA SSN HIGHSENS***

***This role may be needed for users to view highly sensitive FA data when using Query Viewer

PDF Version of Flow Diagram for Printing

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