CC.014.2 Award and Package

User Acceptance Test Overview

The Enrollment to FA Award testing builds on previous testing.  During testing users will review students that have been loaded.  They will ensure requirements are met to ensure the students are prepared for packaging.  Subsequent testing gives users the chance auto package a group of students as well as manually add awards to a single student.  The Loan and Pell processing reveals how files are created for reporting to COD.  The Bank Mobile submission shows how a checklist is added for cross-modular efforts.  Users will also have a chance to create an award notification with the award values populated in previous steps.  The final test for this sprint is Apply Enrollment Level Hold where users will do final preparations before moving to testing of disbursements in the next sprint.

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 required Canvas Courses. Successful course completion is a prerequisite to participate in all UAT activities.

  • FA102 Awarding Financial Aid and SAP
  • FA103 Authorizing and Disbursing Financial Aid
  • FA104 Processing Pell Payments and Direct Loans

 To register for these required courses visit the ctcLink Training Registration Page.

Instructor-Led Training Materials and Recordings

Instructor-Led Training Materials

Training Session Recordings

Note:  When the FA Flow Business Processing Guide is loading (steps CC.014.2.6 - CC.014.2.8), 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.014.1 Complete Student File Review

  • Complete Checklists
  • Flip Review Status to Complete on Pack Stat Summary Page
  • Flip Verification Flag if required
  • Flip Verification Status if required

CC.014.2 Mass Packaging

  • Run Mass Packaging
  • Manually Enter an Award
  • Manually Adjust an Award
  • Manually Cancel an Award

CC.014.3 Loan Processing

  • Originate Direct Loans
  • Generate Direct Loan Data

CC.014.4 Pell Processing

  • Run Pell Processing

CC.014.5 Bank Mobile Submission

  • Mass Add Bank Mobile Checklist

CC.014.6 FA Tuition Hold Service Indicators

  • Assign and Review Tuition Hold Service Indicator

CC.014.7 Award Notification

  • Add Award Notification in a Batch
  • Sending Award Communication

CC.014.8 Apply Enrollment Level Hold (FLF)

  • Populate Packaging Variables
  • Mass Assign FLF Service Indicator

Return to High Level (Tier 1) UAT Framework:

Next Step (Tier 2) in the High Level 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.014.2.1 Complete Student File Review:

MENU: Reporting Tools > Query > Query Viewer
ROLENAME: ZD_DS_QRY_FINANCIAL_AID and ZD_DS_QRY_VIEWER

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

MENU: NavBar > Navigator > Financial Aid > View Packaging Status Summary
ROLENAME: ZZ FA Student Aid Info

MENU: NavBar > Navigator > Set Up SACR > System Administration > Utilities > Population Update > Population Update Process
ROLENAME: ZZ FA Pop Update

CC.14.2.2 Mass Packaging:

MENU: NavBar > Navigator > Financial Aid > Awards > Mass Packaging > Select Students
MENU: NavBar > Navigator > Financial Aid > Awards > Mass Packaging > View Results by Students
MENU: NavBar > Navigator > Financial Aid > Awards > Mass Packaging > Assign Plans
MENU: NavBar > Navigator > Financial Aid > Awards > Mass Packaging > View Results by Query
MENU: NavBar > Navigator > Financial Aid > Awards > Mass Packaging > Process Mass Packaging
MENU: NavBar > Navigator > Financial Aid > Awards > Mass Packaging > View Mass Packaging Summary
MENU: NavBar > Navigator > Financial Aid > Awards > Mass Packaging > View Mass Packaging Details
MENU: NavBar > Navigator > Financial Aid > Awards > Award Processing > Assign Awards to a Student
ROLENAME: ZZ FA Award Processor

CC.14.2.3 Loan Processing:

MENU: NavBar > Navigator > Financial Aid > Loans > Process Loans
MENU: NavBar > Navigator > Financial Aid > Loans > Process Loan Dates
MENU: NavBar > Navigator > Set Up SACR > System Administration > Utilities > Population Update > Population Update Process
MENU: NavBar > Navigator > Financial Aid > Loans > Direct Lending Reconciliation > Loans on Hold Report
MENU: NavBar > Navigator > Financial Aid > File Management > COD Full Participant > Generate Direct Loan Data
MENU: NavBar > Navigator > Financial Aid > Loans > Direct Lending Reconciliation > Validation Errors Report
MENU: NavBar > Navigator > Financial Aid > File Management > COD Full Participant > View COD Data
MENU: NavBar > Navigator > Financial Aid > Loans > Direct Lending Management > View Loan Processing Actions
ROLENAME: ZZ FA Direct Loan Processor

CC.14.2.4 Pell Processing:

MENU: NavBar > Navigation > Financial Aid > Pell Payment > Originate Pell Payment
MENU: NavBar > Navigator > Financial Aid > File Management > COD Full Participant > Generate Pell Data
MENU: NavBar > Navigator > PeopleTools > CTC Custom > Extensions > Upload/Download Files
MENU: NavBar > Navigator > Financial Aid > Pell Payment > Origination Reports > Origination Status
ROLENAME: ZZ FA Pell Processor and ZZ FA Upload Download

CC.14.2.5 Bank Mobile Submission:

MENU: NavBar > Navigator > Campus Community > 3C Engine > Run 3C Engine
ROLENAME: ZZ CC 3Cs User


CC.14.2.6 FA Tuition Hold Service Indicators:

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

CC.14.2.7 Award Notification:

MENU: NavBar > Navigator > Set Up SACR > User Defaults [First Time]
MENU: NavBar > Navigator > Campus Community > 3C Engine > Run 3C Engine
ROLENAME: ZZ CC 3Cs User

CC.014.2.8 Apply Enrollment Level Hold (FLF):

MENU: NavBar > Navigator > Financial Aid > View Financial Aid Status
ROLENAME: ZZ FA Student Aid Info

PDF Version of Flow Diagram for Printing

0 Comments

Add your comment

E-Mail me when someone replies to this comment