9.2 Loans on Hold Report

Purpose:  Run the loans on hold report using ctcLink.

Audience:  Financial Aid staff.

On the report, you will see students who have a Direct Loan where the Loan Process Status Flag is 'Hold' due to an issue. The Loan Action Status will usually read 'Rejected'. These are the students you would typically troubleshoot.

Loans on Hold Report

Navigation: NavBar > Navigator > Financial Aid > Loans > Direct Lending Reconciliation > Loans on Hold Report

  1. The DL Loans on Hold search page displays.
  2. Enter a New or Existing Run Control ID.
  3. Select the Search button.
Search run control ID
  1. The Loans on HOLD Report page displays.
  2. Enter the Academic Institution.
  3. Enter the Aid Year - use the Aid Year in which you are processing.
  4. Select the Run button.  
Loans on HOLD Report
  1. The Process Scheduler Request page displays.
  2. Select the OK button.  
Process Scheduler Request page
  1. The Loans on HOLD Report displays.
  2. Make note of the Process Instance number.
  3. Select the Process Monitor link.  The Process List tab displays.
Process Monitor
  1. The Process List tab displays.
  2. Select the Refresh button until Run Status reads ‘Success’ and Distribution Status reads 'Posted'.  
  3. Select the Go back to DL Loans on Hold link.  
Process List tab
  1. The Loans on HOLD Report page returns.
  2. Select the Report Manager link.  
Report Manager
  1. The Report Manager tabs displays.
  2. Select the Administration tab.
  3. Select the pdf file link.  In this example, the file name is:  FA854A - Loans on Hold Report pdf.
  4. The file will open and display report results.
Administration tab
  1. The process to run the Loans on Hold report is now complete.
  2. End of procedure.