9.2 Managing Service Indicators (Financial Aid)
Purpose: Use this document as a reference for how to Manage Service Indicators in ctcLink.
Audience: FA Counselor/Technician
You must have at least one of these local college managed security roles, depending on which of the two navigation paths you follow:
for the navigation path Campus Community > Service Indicators (Student) > Manage Service Indicators:
- ZD CC Service Indicate Student
- ZZ CC Service Indicate Student
for the navigation path Campus Community > Service Indicators > Person > Manage Service Indicators:
- ZD CC Service Indicate Student
- ZD CC Service Indicators
- ZD CC Super user
- ZZ CC Service Indicators
You must also set these SACR Security permissions:
- CS 9.2 SACR Security: Basic Requirements for Staff
- CS 9.2 SACR Security - Service Indicator Security
If you need assistance with the above security roles or SACR settings, please contact your local college supervisor or IT Admin to request role access
Adding a Service Indicator
Navigation: Campus Community > Service Indicators (Student) > Manage Service Indicators
OR
Navigation: Campus Community > Service Indicators > Person > Manage Service Indicators
- The Manage Service Indicators search page displays.
- Enter the Student ID.
- Select the Search button.
- The Manage Service Indicators page displays.
- Select Add Service Indicator to display the Add Service Indicator page.
- The Add Service Indicator page displays.
- Complete the following fields:
- Institution
- Service Indicator Code
- Reason
- Start Term
- Start Date
- End Date
- Department
- The Lookup Tool next to each field can be used to find the desired codes. Additional codes are listed at the end of this document.
- Select OK to add the Service Indicator. The Manage Service Indicators page displays with the newly entered Service Indicator information.
Process Complete.
Releasing a Service Indicator
Navigation: Campus Community Service Indicators (Student) > Manage Service Indicators
OR
Navigation: Campus Community > Service Indicators > Person > Manage Service Indicators
- The Manage Service Indicators search page displays.
- Enter the Student ID.
- Select the Search button.
- The Manage Service Indicators page displays.
- Select the Code link in the Service Indicator Summary section.
- The Edit Service Indicator page displays.
- Select the Release button.
- A confirmation message appears. Select the OK button.
- The Manage Service Indicator page displays.
Process complete.
FA Service Indicator and Reason Codes
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