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.
Navigation: Financial Aid > File Management > ISIR Import > 2023-2024 Suspense Management
- The ISIR Susp Management 20xx/20xx search page displays.
- Enter the student's Social Security #, student ID, or Last Name.
- Select Search.
- The ISIR Suspense Management 20xx/20xx page displays.
- When the ISIR Suspense Management 20xx/20xx page opens, ensure that the ISIR transaction number shown is the appropriate transaction being loaded.
- Select the Search Match link to verify whether or not the student record is associated with an student ID.
- The Search Match page displays; enter the following information:
- Search Type: Person
- Search Parameter: FA_ISIR_LOAD
- Select the Search button.
- The Search Criteria page displays.
- in the Search Result Code field, enter or search for PSCS_TRAD_RESUL.
- Enter the following Search Criteria for the student:
- National ID
- Date of Birth
- Last Name
- First Name
- Select Search.
- The Search Results page displays.
- 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.
- 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.
- Select the Details link from the Search Results page to redirect you to the Add/Update Person page in Campus Community.
- If there is no match to student ID, you will receive a message.
To access the Add/Update a Person page in Campus Community, 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.
- You may continue your research on whether or not the student exists with discrepant bio/demo data by navigating to:
- Campus Community > Personal Information > Add/Update a Person.
- 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.
- Select the ID Lock box and Add ISIR radio button.
- Select the Process ISIR button.
- After selecting Process ISIR, the Skip/Done radio button will be selected.
- 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.
Video Tutorial
The video below demonstrates the process actions described in 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 link to Manually Loading ISIRs. This link will open in a new tab/window.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
View the link to Processing EFC Calc. This link will open in a new tab/window.
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