9.2 Authorization Failure Report

Purpose:  To run the authorization failure report in ctcLink.

Audience:  Financial Aid staff.

Used to review student aid that failed to authorize for disbursement.

Authorization Failure Report

Navigation:  NavBar > Navigator > Financial Aid > Disbursement > Authorization Failure Report

  1. The Authorization Failure Rpt run control search page displays. On the search page, enter a New or Use an existing Run Control ID.
  2. Select the Add or Search button.  The Authorization Failure Report page will display.
Authorizaton Failure Rpt run control ID
  1. On the Authorization Failure Report page, in the Parameters section, populate the following fields:
    1. Academic Institution
    2. Aid Year - use the Aid Year in which you are processing.
    3. Term (*Note  Ensure this matches the term used in the authorization process)
  2. Select the Run button. The Process Scheduler Request page will display.
Authorization Failure Report page run
  1. On the Process Scheduler Request page, ensure the checkbox for the report is selected.
  2. Select the OK button.  The Authorization Failure report page will display.
Process Scheduler Request page
  1. From the Authorization Failure Report page, make note of the Process Instance number.
  2. Select the Process Monitor link.  The Process List tab will display.
Authorization Failure Report page process monitor
  1. On the Process List tab, select the Refresh button until the Run Status = Success and Distribution Status = Posted.
  2. Select the Go Back to Authorization Failure Rpt link.  The Authorization Failure Report page will display.
Process List tab
  1. On the Authorization Failure Report page, select the Report Manager link.  The Report Manager tabs will display.
Report Manager for Authorization Failure Report
  1. From the Administration tab, select the “FA913-Authorization Failure Report.pdf” link. A new window will open with report results.
Administration tab from Report Manager
  1. The report displays in .pdf format.
  2. The process to run the authorization failure report is now complete.

Optional Process

Optional:  The Authorization Failure Report can be ran as a query and put into an Excel spreadsheet.  

Used to work the student list whose aid failed to authorize for disbursement.

Navigation:  NavBar > Navigator > Reporting Tools > Query >Query Viewer

  1. The Query Viewer search page displays. On the search page, enter the Query Name:  CTC_FA913.
  2. Select the Search button. The Search Results will display.

 

Query Viewer search page
  1. On the Search Results section, select the Excel link for the chosen query. The query parameters page will display.
Search results
  1. On the query parameters page, enter the Institution.
  2. Enter the Aid Year.
  3. Select the View Results button.
Search parameters
  1. A message should open asking how you want to see the report; i.e., Open, Save, etc.
  2. Select Open.  The Excel file will open. Review as needed and save if applicable.
  3. The optional process to run the authorization failure report is now complete.
  4. End of procedures.

0 Comments

Add your comment

E-Mail me when someone replies to this comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.