CC.015.1 Run and Post FA Disbursements

User Acceptance Test Overview

The Run and Post FA Disbursements to SF processing builds on previous testing.  During testing users will run the authorization process.  This is the first step in the processing.  By running authorization the process is looking to see that all requirements are met to then run disbursements.  Subsequent testing gives users the chance to review student populations that failed the authorization process.   The FLF Review process allows user the opportunity to review the FLF Service Indicators placed in the previous testing.  They will be able to adjust Packaging Variables and awards before running the final authorization and disbursements.  The final test for this sprint is Disbursements which pushes disbursed values to Student Financials where the Group Post will apply the aid to student accounts.  

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.

  • FA103 Authorizing and Disbursing Financial Aid

 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

Award Authorization will be tested for Aid Year 2021.  Testers may test Fall 2020 (2207) disbursements, based on converted enrollments during Sprint 1.  Testers may opt to test Winter 2021 disbursements only after Winter Term classes have been built in PeopleSoft, Financial Aid applicants have been enrolled in those Winter Term classes and Tuition Calculation has been run for Winter Term.  The appropriate time frame for testing Winter Term disbursement will be in Sprint 2, to avoid issues with a Winter Term disbursement more than 10 days prior to the term start.

After processing the disbursements NOTIFY the Student Financials staff (testers) to run the FA Group post BEFORE the Process Disbursement step is executed again!

Note: Please allow a few moments for the Business Processing Guide to load beyond the first page.  Each step in the process links directly to the direct page in the Business Processing guide (if not already linked to a QRG).

Minimum Test Case (Data) Scenarios:

CC.015.1.1 Run Authorization Process

  • Successfully run the Authorization Process.  Keep in mind the terms that were awarded for your student populations in previous testing.

CC.015.1.2 Run Authorization Failure Report

  • Running and Reviewing the FA Authorization Failure Report includes reviewing each student to see where they did not meet authorization requirements.

CC.015.1.3 FLF Review

  • Run and review the FLF query list.  Testers will make any necessary adjustments to the packaging variables page, awards, and/or FA Load on FA Term based on outcome.  Adjustments will be based on actual enrollment levels.
  • Updating Packaging Variables to reflect enrollment levels
  • Revise awards to reflect enrollment levels
  • Update FA Load on FA Term to reflect enrollment level  (View a Financial Aid Term)  Step 6
  • Ensure testers a updating the correct term
  • Removing FLF Service Indicator
  • Re-Run Authorization process to pick up adjusted students

CC.015.1.4 Award Adjustment

  • Any additional Adjustments user would like to test can be included in this step

CC.015.1.5 Disbursements

  • Running the Disbursement Process

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.015.1.1 Run Authorization Process:

MENU: NavBar> Navigator> Financial Aid > Disbursement > Process Award Authorizations
ROLENAME: ZZ FA Disbursements

CC.015.1.2 Run Authorization Failure Report:

MENU: NavBar> Navigator> Financial Aid > Disbursement > Authorization Failure Report
ROLENAME: ZZ FA Disbursements

CC.015.1.3 Financial Aid Less than Full Time (FLF) Review:

MENU: NavBar > Navigator > Set Up SACR > System Administration > Utilities > Population Update > Population Updates Process
ROLENAME: ZC FA Local Configuration or ZC SACR Financial Aid Config

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

MENU: NavBar > Navigator > Reporting Tools > Query > Schedule Query
ROLENAME: ZD_DS_QRY_FINANCIAL_AID and ZD_DS_QRY_QUERY_VIEWER

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

MENU: NavBar > Navigator > Financial Aid > Financial Aid Term > Maintain Student FA Term
ROLENAME: ZZ FA Term Prcs

CC.015.1.4 Award Adjustment:

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

CC.015.1.5 Disbursements:

MENU: NavBar > Navigator > Financial Aid > Disbursement > Process Disbursements
ROLENAME: ZZ FA Disbursements

PDF Version of Flow Diagram for Printing

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