9.2 Importing SAS Files
Purpose: To upload and import SAS files in ctcLink.
Audience: Financial Aid staff.
Below is a description of the File Mappings available to better understand the functionality of the Import SAS File Page and the reports that are being uploaded.
- Pell SAS Import: A monthly statement, similar to a bank statement, which summarizes your school's processing activity for that month and/or Year-to-Date (YTD). This statement can be used as a reconciliation tool to compare to both your financial aid and business office records.
- Pell SAS On Demand Import: An on-demand report retrieved from requests made through the Reports Request page on the COD Website. The report is limited to the Disbursement Level Detail Section.
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.
Importing School Account Statement Files
Upload File
Navigation: NavBar > Navigator > PeopleTools > CTC Custom > Extensions > Upload/Download Files
- The File Upload/Download search page displays.
- Enter the Academic Institution.
- Enter the Functional Area.
- Enter the Business Process Name.
- Select the Search button.
- The Upload Files tab displays.
- Upload the PGSMxxOP.xxx files.
- Using the Pell 20xx file path, select the Upload File button.
- The File Attachment pagelet displays.
- Choose desired file from computer by selecting the Browse button.
- Once the file is loaded, select the Upload button.
- The process to upload the SAS file is now complete.
- The next step will import the uploaded file.
Import SAS Files Page
You must have at least one of these local college managed security roles:
- ZD FA Pell Cash Mgmt
- ZZ FA Pell Cash Mgmt
- ZZ FA Pell Processor
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: NavBar > Navigator > Financial Aid > Pell Payment > Cash Management Reports > SAS Reports > Import SAS Files
- The Import SAS Files search page displays.
- Enter a new or existing Run Control ID.
- Select the Add or Search button.
- The Import SAS Files page displays.
- Choose PELL SAS IMPORT for the Pell SAS file from the File Mapping ID field.
- In the File Path List section:
- Enter the File Path and Name used during the Upload/Download process from prior section.
- If uploading multiple files insert a new row and enter the file path and name for the next file.
- Select the Run button.
- The Process Scheduler Request page displays.
- Select the Import SAS Files box.
- Select the OK button.
- The Import SAS Files page displays.
- Note the Process Instance number for reference.
- Select the Process Monitor link.
- The Process List tab displays.
- Select the Refresh button until the identified process runs to Success and Posted.
- The process to import a School Account Statement file is now complete.
- End of procedure.
0 Comments
Add your comment