9.2 Manually Loading ISIRs

Purpose:  Use this document as a reference for how to Manually Load an ISIR in ctcLink.

Audience: Financial Aid Counselor/Technician.

You must have at least one of these local college managed security roles:

  • ZD FA Director
  • ZD FA ISIR Data Mgmt
  • ZZ FA ISIR Data Mgmt
  • 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.

Manually Loading an ISIR

Navigation:  NavBar > Navigator > Financial Aid > File Management > ISIR Import > 2017-2018 Suspense Management

  1. The ISIR Susp Management 17/18 search page displays.
  2. Enter the student's Social Security #, student ID, or Last Name.
  3. Select Search.  
  4. The ISIR Suspense Management 17/18 page displays.
  5. When the ISIR Suspense Management 17/18 page opens, ensure that the ISIR transaction number shown is the appropriate transaction being loaded.
  6. Select the Search Match link to verify whether or not the student record is associated with an student ID.
ISIR Suspense Management
  1. The Search Match page displays; enter the following information:
    1. Search Type:  Person
    2. Search Parameter:  FA_ISIR_LOAD
  2. Select the Search button.  
Search Match page
  1. The Search Criteria page displays.
  2. in the Search Result Code field, enter or search for PSCS_TRAD_RESUL.
  3. Enter the following Search Criteria for the student:  
    1. National ID
    2. Date of Birth
    3. Last Name
    4. First Name
  4. Select Search.  
Search Criteria page
  1. The Search Results page displays.
  2. If a student ID exists, the Search Results will return student ID information and a Search Order Number to indicate which data elements match between the biographic data and the ISIR data.
  3. Verify that the student record associated with the student ID found is the same student associated with the ISIR being loaded. This may require further research between the biographic information in Campus Community and the ISIR information.
  4. Select the Details link from the Search Results page to redirect you to the Add/Update Person page in Campus Community.
Search Results page
  1. If there is no match to student ID, you will receive the following message:
Error message indicating no match

You must have at least one of these local college managed security roles:

  • ZC CC Personal Information
  • ZC CC SOGI
  • ZD CC Personal Information
  • ZD CC SOGI
  • ZD CC Super user
  • ZZ CC Pers Info NID Update
  • ZZ CC Personal Information
  • ZZ CC SOGI

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

  1. You may continue your research on whether or not the student exists with discrepant bio/demo data by navigating to:
    • NavBar > Navigator > Campus Community > Personal Information > Add/Update a Person.
  2. Once the biographic data and ISIR data have been reconciled and you have an student ID, ensure that the student ID is populated in the ID field on the ISIR Suspense Management page.
  3. Select the ID Lock box and Add ISIR radio button.
  4. Select the Process ISIR button.
ISIR Suspense Management 17/18 page
  1. After selecting Process ISIR, the Skip/Done radio button will be selected.
ISIR Suspense Management 17/18 page after ISIR Process
  1. Once the ISIR is loaded, you will be required to manually run the Need Analysis (INAS) process to populate the student's EFC information into the appropriate financial aid pages in ctcLink.
Processing INAS

You must have at least one of these local college managed security roles:

  • ZZ FA ISIR Corrections

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

Note as of 10/31/2022 - A bug installed with Image 26 causes the page to switch to a different effective dated row after selecting tabs or the INAS button if the student has more than one ISIR loaded for the aid year. When switching between tabs on the page, it will move to the first (most recent) effective dated row. When selecting the INAS button will move to the last (oldest) effective dated row.

  • Impact. An inconvenience. There is no impact to functionality.
  • Workaround? Staff can select the correct effective dated row as they move to each tab or after selecting the INAS button
  • Status. Fix scheduled for Image 28. Anticipated install into ctcLink Spring 2023.
  • Navigation Affected. NavBar > Navigator > Financial Aid > Federal Application Data > Correct 20XX-20XX ISIR records

NavBar > Navigator > Financial Aid > Federal Application Data > Correct 2017-2018 ISIR Records

  1. The ISIR Corrections 17/18 search page displays.
  2. Enter the student ID
  3. Enter the Academic Institution
  4. Select Search.  
  5. The Correct 2017-2018 ISIR Records page displays.
  6. From the Student Information tab select INAS to run the Need Analysis (INAS) process to populate the student's EFC information into the appropriate financial aid pages in ctcLink.
Correct 2017-2018 ISIR Records page with the INAS button highlighted
  1. Process complete.

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