9.2 College Bound Scholarship - Outbound Process

Purpose:  Use this document as a reference on how to perform the outbound processes to collect eligibility data for college bound scholarship-eligible students using ctcLink.

Audience:  Financial Aid Staff.

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

  • ZZ FA College Bound Schlrship

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

CBS Outbound Process

Pulls all SSN’s for students that are eligible for Washington College Grant and creates a file to upload to the WSAC cruncher to collect CBS eligibility data.

Navigation:  NavBar > Navigator > Financial Aid > CTC Custom > CTC Interfaces > College Bound Scholarship > College Bound Outbound Process

  1. The College Bound Outbound Process search page displays.
  2. Eter a new or existing Run Control ID.  
  3. Select Search.  
  4. The CBS Outbound Process page displays.
  5. Enter Academic Institution.
  6. Enter Aid Year - use the aid year in which you are currently processing.  In this example, 2018 is used.
  7. Select Run.  
CBS Outbound Process page
  1. The Process Scheduler Request page displays.
  2. Ensure the checkbox is selected in the Process List section.
  3. Select the OK button.  
Process Scheduler Request page
  1. The CBS Outbound Process page displays.
  2. Make note of the Process Instance number created during previous step.
  3. Select the Process Monitor link.  
Process Monitor link
  1. The Process List tab displays.
  2. On the Process List tab, select the Refresh button until the Run Status for the assigned Process Instance is "Success" and the Distribution Status is "Posted".
  3. Select the ‘Details’ link.  
Process List tab
  1. The Process Detail page displays.
  2. Select the ‘View Log/Trace’ link.
Process Detail page
  1. The View Log/Trace page displays.
  2. Select the CBSOutbound_2018.txt link.
View Log/Trace page
  1. A list of Social Security numbers will appear.  
  2. Copy and paste list into Notepad or Word and save as a .txt file.
  3. Save the newly created file to your computer.
  4. It is now ready to upload WSAC CSAW cruncher process.  

Instructions for using the WSAC Portal can be found at the WSAC resources site.

http://www.wsac.wa.gov/FAA-resources

  1. Process complete.