9.2 Mass Assign and Release F03 (Refund Hold) Service Indicators

Purpose:  Use this document as a reference to run both the Mass assign and Mass Release of F03 Refund Hold Service Indicators using ctcLink.

Audience: Financial Aid staff

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) > Mass Assign:

  • ZD CC Service Indicate Student
  • ZZ CC Service Indicate Student

for the navigation path Campus Community > Service Indicators > Person > Mass Assign:

  • ZD CC Service Indicators
  • ZZ CC Service Indicators

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Mass Assign and Release Service Indicators (SIs)

Mass Assign Process

Navigation:  NavBar > Navigator > Campus Community > Service Indicators (Student ) > Mass Assign


OR


Navigation:  NavBar > Navigator > Campus Community > Service Indicators > Person > Mass Assign

  1. The Mass Assign search page displays.
  2. Enter New or Existing Run Control ID.
  3. Select Add or Search.
  4. The Mass Assign page displays.
  5. Select PS Query from the Selection Tool group box in Population Selection.
  6. Use the Query Name = CTC_SF_FA_F03_DROP_ADD_SI
  7. Enter the Institution.
  8. Enter the Service Indicator Code = F03.
  9. Enter the Reason = DROP.
  10. Select Edit Prompts and enter:
    • Institution
    • Aid Year
    • Term
  1. Enter the Start Term - use the term in which you want to assign the hold.
  2. Enter the Start Date - use the date on which you are assigning the hold.
  3. Enter the End Term.
  4. Select Preview Selection Results to select a student to review.
  5. Select Run button.
Mass Assign page with Selection Tool of PS Query defined in drop down list, and Query Name of CTC_SF_FA_f03_DROP_ADD_SI, and Institution, Service Indicator, and Reason all annotated. Start Term, Start Date and End Term all defined and annotated in red with highlighted area over Preview Selection and Edit Prompts and Run button annotated with red boxes
  1. The Process Scheduler Request page displays.
  2. Select the SCC_SI_ASSN checkbox.
  3. Select OK button.
Process Scheduler Request page with SC_SI_ASSIGN checkbost checked and OK button annotated in red
  1. The Mass Assign page displays.
  2. Locate Process Instance number assigned in previous step.  
  3. Select the Process Monitor link.
Mass Assign page with Process Instance Number highlighted and Process Monitor link annotated with red box
  1. The Process Monitor page displays.
  2. Select Refresh button until Run Status is Success and Distribution Status is Posted.
Process List page with Refresh button annotated with red box and Run Status of Success and Distribution Status of Posted highlighted
  1. Mass assign process complete.
Mass Release Process

This process releases the F03 Service Indicator assigned to a batch of students who potentially qualified for a federal or state repayment.

Navigation:  NavBar > Navigator > Campus Community > Service Indicators (Student) > Mass Release


OR


Navigation:  NavBar > Navigator > Campus Community > Person > Mass Release

  1. The Mass Release search page displays.
  2. Enter New or Existing Run Control ID.
  3. Select Add or Select button.
  4. The Mass Release page displays.
  5. Select PS Query in the Selection Tool in Population Selection.
  6. Select the Query: CTC_FA_REMOVE_SERVICE_IND
  7. Select the Edit Prompts, and enter the:
    • Institution
    • Active Term
    • Srv Ind Cd
    • Srvc Reasn
    • Select the OK button to close the Edit Prompts pagelet.
  1. Enter the Institution
  2. Enter the Service Indicator = F03
  3. Enter the Reason = DROP
  4. If a specific term was used for the Start Term to mass assign the service indicator, enter that term in the Start Term fields.
  5. If a Start Date was used, then enter the date for the Start Date field, using the date you assigned at the time you Mass Assigned the Service Indicator.
  6. Enter the End Date.
  7. Select Preview Selection Results to select a student to review.
  8. Select the Run button.
  1. The Process Scheduler Request page displays.
  2. Select the SCC_SI_RELS checkbox.
  3. Select OK button.
Process Scheduler Request page with SCC_SI_RELS checkbox selected and OK button annotated with red box
  1. The Mass Release page displays.
  2. Locate Process Instance number assigned in previous step.
  3. Select the Process Monitor link.
  1. The Process Monitor page displays.
  2. At the Process List tab, select the Refresh button until Run Status is Success and Distribution Status is and Posted.
Process List page with Refresh Button annotated and Run Status and Distribution Status is highlighted
  1. Mass release process complete.
  2. End of procedure.