Loading Multiple ISIRs into ctcLink Using the Combined Process
Purpose: Use this document as a reference on how to load multiple ISIRs in ctcLink and having them process all in one document.
Audience: Financial Aid Staff
You must have at least one of these local college managed security roles:
- ZD FA Director
- ZD FA FISAP Prcs
- ZZ FA Aid Year Activation
- ZZ FA Award Processor
- ZZ FA CTC Reports
- ZZ FA College Bound Schlrship
- ZZ FA Direct Loan Processor
- ZZ FA Funds Manager
- ZZ FA ISIR Corrections
- ZZ FA ISIR Processor
- ZZ FA NSLDS Prcs
- ZZ FA Pell Processor
- ZZ FA SAP Prcs
- ZZ FA Verification Prcs
- ZZ FA WCG Eligibility
- ZZ SF Collections
- ZZ Upload Doc ADM
- ZZ Upload Doc ADV
- ZZ Upload Doc SR
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: PeopleTools > CTC Custom > Extensions > Upload/Download Files
In the Uploading ISIRs step, you have to load each ISIR file one by one, and then also load the .txt document with the file path and the file name listed in the .txt document, with the individual ISIR files, to the ctcLink server.
- At the File Upload/Download Search Criteria tab, enter the:
- Academic Institution - WA220 is used in this example
- Functional Area - Financial Aid
- Business Process Name - ISIR 20xx (2023 is used in this example)
- Select the Search button.
- At the Upload Files tab, select the Upload File button.
- At the File Attachment pagelet, select the Choose File button.
- Select the desired file -- in this example, isda23op.340 is being selected.
- Select the Open button.
- Confirm the file now reflects in the File Attachment pagelet.
- Select the Upload button.
- An "Attachment Uploaded Successfully" message appears.
- Select OK.
- Repeat process for as many files as you would like to load--up to 25 files is the recommended amount of files to load at one time. Keep track of all the file names you are uploading.
Tip! Load your ISIR files in sequential order-- if you load your ISIR files out of order, you may have records unnecessarily suspend with the 'Out of Sequence' error message displaying in your ISIR Suspense report. Load ISIR files in date order.
For example, if you receive an ISIR file idsa23op.001, and igco23op.002, and an igsg23op.003 file all on the same day, load all those files in the date order in which they are received in your SAIG mailbox.
- Open the Notepad program on your computer to input your file names into a .txt file. In the body of the .txt file, enter in the /CSTRANSFER/WAxxx/ISIR2023/ file path (where xxx is your Institution Code, i.e., WA220 example is used) and the names of the files you have loaded into ctcLink. Example below:
- Name the file and distinguish the file with a date so you can track and organize when this file, and the files included that were loaded into ctcLink. Save your file.
- Select the Upload File button.
- Select the Notepad .txt file in which your file paths and file names are listed-- example below:
- Select the Open button.
- Select the Upload button.
- An 'Attachment Uploaded Successfully" message appears.
- Select the OK button.
- End of Step 1 procedure.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial Via Panopto
View the external link to Loading Multiple ISIRs into ctcLink Using the Combined Process. This link will open in a new tab/window.
You must have at least one of these local college managed security roles:
- ZD FA ISIR File Prcs
- ZZ FA ISIR File Prcs
- ZZ FA ISIR Processor
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: Financial Aid > File Management > Import Federal Data Files
- At the FA EC File Inbound Search Criteria page, enter in the desired Run Control ID, and select the Search button (if Existing Run Control exists) or the Add button if adding a new Run Control ID.
- At the FA Inbound page, select the File List Driven radio button.
- At the Inbound File field, enter the file path and file name. The file path is /CSTRANSFER/WAxxx/ISIR20XX/ where xxx is your college code and xx is the aid year in which you are processing.
Tip! Copy and paste the file path and file name from the upload tab in an effort to reduce keystroke errors
- After the file path is entered, then enter the name of the .txt document that contains the names of all your ISIR files you loaded in the previous steps. See the image below as an example only.
- Select the Run button.
- At the Process Scheduler Request page, select the OK button.
- At the FA Inbound page, select the Process Monitor link to track your Process Instance Number results.
- At the Process List tab, find your Process Instance number. When the process reads Success and Posted, select the Actions link, then select the Message Log drop-down option.
- Review the files you loaded. Here, you are checking to see they loaded successfully. If you receive a message that List File ' ' was not found, double check your file path, and try to run the process again.
- Next, you will perform the third step of processing the ISIRs you loaded into the staging table so that they will display in the Correct 20xx-20xx ISIR Records page
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial Via Panopto
View the external link to Importing Federal Data Files Using the Combined Process. This link will open in a new tab/window.
You must have at least one of these local college managed security roles:
- ZD FA ISIR Imports
- ZZ FA ISIR Imports
- ZZ FA ISIR Processor
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: File Management > ISIR Import > Process ISIRs
- At the ISIR Load Search Criteria page, enter in the desired Run Control ID, and select the Search button (if Existing Run Control exists) or the Add button if adding a new Run Control ID.
- At the ISIR Load page, enter the following values in this order:
- Aid Year
- TG Number
- Institution
- Ensure the Active checkbox is selected.
- Select the Load ISIRs checkbox, the Load System Generated ISIRs, and Load ISIR Corrections checkbox.
- Select the Run button.
- At the Process Scheduler Request page, select the OK button.
- At the ISIR File Load page, select the Process Monitor link to track your Process Instance Number.
- At the Process List page, once the process runs to Success and Posted, select the Actions link, then select the Message Log drop-down option.
- In the Message Log Text detail, you will see how many records were Read, Loaded, Suspended and Error'd out.
- End of procedure.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial Via Panopto
View the external link to Process ISIRs Using Combined Process. This link will open in a new tab/window.
0 Comments
Add your comment