9.2 Defining an Allocation Group
Purpose: Use this document as a reference for defining an allocation group in ctcLink.
Audience: Finance staff
You must have at least one of these local college managed security roles:
- ZZ General Ledger Allocations
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Defining an Allocation Group
Navigation: NavBar > Navigator > Allocations > Define and Perform Allocations > Define Allocation Group
- The Define Allocation Group search page displays.
- Select the Add a New Value tab.
- Enter SetID.
- Enter Allocation Group.
- Select Add.
- The Allocation Group page displays.
- Enter Effective Date.
- Enter Description.
- Enter Comments.
- Select Step.
- Select the Update/Create link to open the Define Allocation Step page in a new window.
- Select the Continue checkbox if you want the system to continue processing even if the allocation step fails.
- Select the Add a New Row [+] icon to continue adding Steps.
- Select Save.
- Process complete.
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