9.2 Pell COD Origination & Disbursement Reports

Purpose:  Use this document as a reference on how to run Pell COD Origination and Disbursement Reports using ctcLink.

Audience:  Financial Aid staff

The Pell Origination Report provides the status of whether or not records have been imported or exported.

Pell Origination Report

Navigation:  NavBar > Navigator > Financial Aid > Pell Payment > Origination Reports > Origination Import and Export

The Pell Origination Records search page will display.

  1. On the search page, enter an existing or new Run Control ID.
  2. Select the Search or ADD button.  The Pell Originations page will display.
Pell Origination Records search page
  1. On the Pell Originations page, enter the Academic Institution.
  2. Enter the Aid Year.
  3. Select the Run button.  The Process Scheduler Request page will display.
Pell Originations Run control
  1. From the Process Scheduler Request page, select the Pell Originations item in the Process List table for the Process Type = BI Publisher.
  2. Select the OK button.  The Pell Originations page will display.
Process scheduler request page
  1. From the Pell Originations page, make note of the Process Instance number.
  2. Select the Process Monitor link.  The Process Monitor page will display.

 

Pell Originations Process Monitor link
  1. On the Process List tab, locate Process Instance number assigned in previous step.
  2. Select the Refresh button until the Run Status is Success and Distribution Status is Posted.
  3. Select Go back to Pell Origination Records link.  The Pell Originations page will display.
Process List tab
  1. To view the report, from the Pell Originations page, select the Report Manager link.
Report Manager link
  1. On the Report Manager page, in the File List tab, select the PDF link to open and view the report.
pdf link
viewing report results
  1. The process to run the Pell Origination report is now complete.
Pell Disbursement Report

The Pell Disbursement Records Report basically provides the status of whether or not records have been disbursed and its status.

Navigation:  NavBar > Navigator > Financial Aid > Pell Payment > Disbursement Reports > Disbursement Records

The Pell Disbursement Records search page displays.

  1. On the search page, enter an existing or new Run Control ID.
  2. Select the Search button.  The Pell Disbursement Records page will display.
Pell Disbursement Records search page
  1. On the Pell Disbursement Records page, enter the Academic Institution.
  2. Enter the Aid Year.
  3. Select the Run button.  
Pell Disbursement Records run
  1. Select the Pell Disbursements item in the Process List table for the Process Type = BI Publisher.
  2. Select OK button.  The Process Scheduler Request page will display.
Process Scheduler Request
  1. From the Pell Disbursement Records page, make note of the Process Instance number.
  2. Select the Process Monitor link.  The Process Monitor page will display.
Pell Disbursement Records page Process Monitor link
  1. From the Process List tab, locate Process Instance number assigned in previous step.
  2. Select the Refresh button until the Run Status is Success and Distribution Status is Posted.
  3. Select Go back to Pell Disbursement Records link.  The Pell Disbursement Records page will display.
Process List tab
  1. To view the report, from the Pell Disbursement Records page, select the Report Manager link.  The Report Manager will display.
Report Manager link
  1. On the Report Manager page, select the Administration link.
  2. Select the PDF link in the Report List table.  The results will display in a new window.
Administration tab
  1. Scroll through the report to review the various records and data.
  1. The process to run the Pell Disbursement Records report is now complete.
  2. You have successfully run both the Pell Origination and Pell Disbursement reports.
  3. End of procedure.