Steps to Assign F02 Service Indicator from PCD to PRD for 2027 AY ISIRs
Purpose: Use this document as a reference on how to identify students who have ISIRs that came in after 04/26/2026, pulling a list from PCD and Mass Assigning the F02 in Production using External File.
Audience: Financial Aid staff responsible for loading ISIRs and preparing File Review for the 2027 AY
Should the OB3 Update PRP (Oracle calls it the May 2026 PRP as they are releasing it in May) not make it into production by your Summer 2026 Tuition Due Date, here are the steps that can be taken to find students in PCD that may need F02s in production.
Note: PCD is not availble to load new AY ISIR files until after 05/18/2026.
Once PCD is available on 05/19/2026, load 2027 AY ISIRs (from 04/26/2026 to current date) into PCD prior to attending the 5/19 and/or 5/26 FA Support Sessions.
This QRG is a high-level overview on the steps to do this F02 assignment work from one environment to another. This QRG assumes users understand the basic-level steps of running a query and mass assigning F02 Service Indicators.
Navigation: Reporting Tools > Query > Query Viewer
- In PCD, run QCS_FA_MISSING_NSLDS_LOAN_YEAR for Aid Year 2027.
- If you have students populating on this query, the bad FA Term data needs to be cleaned up so the query in the next step (QCS_FA_FILE_REVIEW_DATA) does not go to No Success
- Prioritize students with a date in the ISIR Eff Date field
TIP: This query should be blank/no results found when you run it. It is a pre-emptive clean-up query.
If it runs and data displays . . .
What to look for:
- A date in the ISIR Eff Date field indicates a 2026-2027 ISIR has been loaded in the system for the student and will cause QCS_FA_FILE_REVIEW_DATA to fail because of the bad FA Term data
2. A blank ISIR Eff Date field indicates there is no 2026-2027 ISIR loaded in the system for the student so it does not affect QCS_FA_FILE_REVIEW_DATA at this time but once an ISIR is loaded, the bad FA Term data will cause QCS_FA_FILE_REVIEW_DATA to fail
How to proceed:
If you do have bad FA Term data results in the QCS_FA_MISSING_NSLDS_LOAN_YEAR query, please resolve the bad FA Term data by resolving blank fields in Maintain Student FA Term >> Financial Aid tab, specifically in the NSLDS Loan Year and Direct Lending Year fields. These fields cannot be blank otherwise they will cause the QCS_FA_FILE_REVIEW_DATA to run to No Success.
Navigation: Reporting Tools > Query > Schedule Queries
- In PCD, run one of two queries:
- If you have the Exx990 Process in your ISIR Jobset, you can start with QCS_FA_CHCKLST_ASSIGNMENT_FINA and filtering by Checklist Item Status Date and ISIR Trans # fields to find FAFSAs that were loaded into PCD but don’t exist in production
- If you don’t have the Exx990 Process on your ISIR Jobset, you can start with QCS_FA_FILE_REVIEW_DATA and filter by Process Dt and ISIR Trans # fields to find FAFSAs that were loaded into PCD but don’t exist in production. You will want to filer the list further with fields like FINA RQL Chcklst Inititated, In RS Std Grp?, WCG Eligible, etc.
- Once you have your population, put the EMPLIDs as the first column, remove the ‘Empl ID’ header and save as CSV comma delimited.
Navigation: Reporting Tools > Query > Query Viewer
4. In PRD, run the query CTC_FA_SERVICE_INDICATOR_LIST and merge with your PCD list and remove duplicates. The service indicator process does not have a duplicate skipping feature.
Navigation: Campus Community > Service Indicators > Person > Mass Assign
5. Select External File for the Selection Tool and upload your CSV
a. Select EMPLID ONLY as the File Mapping
b. Select Preview Selection Results to confirm your list mapped correctly
c. Fill in the rest of the necessary parameters then select Run
- Process complete.
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