Financial Aid - User Defaults

Purpose: Use this document as a reference for how to set up User Defaults in ctcLink.

Audience: Financial Aid Staff.

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

  • ZD Local Security Admin
  • ZZ Local SACR Security Admin
  • ZZ SACR User Defaults

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

Setting Up User Defaults

Navigation:  Set Up SACR > User Defaults

  1. The User Defaults page display.
  2. Select the User Defaults 1 tab to set defaults for academic information.
    1. Choose the Academic Institution by entering the desired Academic Institution Code or by using the lookup tool next to the field.
    2. Note: Career Group SetID and Facility Group SetID will populate automatically.
  3. Select the Save button to save your work.
User Defaults 1 tab
  1. Select the User Defaults 2 tab to set defaults for financial and admission data.
  2. The User Defaults 2 tab displays.
    1. Enter the Set ID.
    2. Enter the Aid Year.
    3. Enter the Business Unit.
    4. Enter the Institution Set value.
  3. Select the Save button to save your work.
User Defaults 2 tab
  1. No defaults will be set for the User Defaults 3 tab.
  2. Select the User Defaults 4 tab to set defaults for printing transcripts, award notifications and SEVIS.
  3. The User Defaults 4 tab displays.
    1. Select the Carry ID box.
  4. Select the Save button to save your work.
User Defaults 4 tab
  1. No defaults will be set for the Enrollment Override Defaults tab.
  2. Select the Communication Speed Keys tab to add Communication Speed Keys. If this tab is not visible, select the arrow at the top right of the tabs. Select the arrow at the top left to return.
  3. The Communication Speed Keys tab displays.
    1. Enter the Institution Code in the Academic Institution field.
    2. Enter FINA in the Administrative Function field.
    3. Enter Communication Keys by clicking the (+) to insert a new row. Note: Add a new row for each Communication Key.
    4. Select the lookup tool to choose the desired Communication Key code.
  4. Select the Save button to save your work.
Communication Speed Keys tab
  1. No defaults will be set for the User 3C Groups Summary tab.
  2. No defaults will be set for the UCAS, UTT Defaults tab.

Video Tutorial

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