Generating and Sending Loan Disbursement Notification Communications
Purpose: Use this document as a reference on how to generate a loan disbursement communication using ctcLink.
Audience: Financial Aid staff.
Before loan amounts will show on the communication, they must first be disbursed.
The process of getting loan disbursement notifications out to students includes two steps:
Step 1) Generating the Loan Disbursement Notification Communication
Step 2) Sending the Loan Disbursement Notification
You must have at least one of these local college managed security roles:
- ZC CC 3Cs User
- ZZ CC 3Cs User
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: Campus Community > 3C Engine > Run 3C Engine
- The Run 3C Engine run control search page displays.
- Enter a New or Existing Run Control ID.
- Select the Search or Add button.
- The Run 3C Engine page displays.
- Select the Population Selection check-box in "Process 3Cs" section.
- Select No in "Process Joint Records" section.
- Enter the Academic Institution.
- Enter FINA as the Administrative Function.
- Enter XXXXLNDISB as the Event ID (each Event ID is unique to the institution).
- Select PS Query in Selection Tool.
- Enter CTC_FA_SB_SL_LOANDISB as the Query Name.
- The Edit Prompts link displays.
- Select the Edit Prompts link.
- The Query Prompts pagelet displays.
- Enter the Academic Institution.
- Enter the Aid Year.
- Enter the appropriate college-specific Letter code.
- Select the OK button.
- The Run 3C Engine page displays.
- Select Manage Duplicate Assignment tab.
- The Manage Duplicate Assignment page displays.
- Under the Duplicate Communication Check group box, ensure the Check Duplicate Communication box is unchecked.
Tip: Un-checking the Check Duplicate Communication will ensure that the student is able to receive more than one communication from this comm gen group.
- Select the Run button.
- The Process Scheduler Request page displays.
- Select OK button.
- The Manage Duplicate Assignment tab displays.
- Make note of the Process Instance number.
- Select Process Monitor link.
- The Process Monitor page displays.
- Locate Process Instance number assigned in prior step.
- Select Refresh button periodically until Run Status is "Success" and Distribution Status is "Posted".
Process complete -- now you have to send the communications:
You must have at least one of these local college managed security roles:
- ZC CC 3Cs User
- ZD CC 3Cs User
- ZZ CC 3Cs User
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: Campus Community > Communications > Communication Generation
- The Communication Generation run control search page displays.
- Enter a New or use an Existing Run Control ID.
- Select the Search or Add button.
- The Communication Generation page displays.
- In the ID Selection group box, select the All Person IDs from the drop-down menu.
- In the Letter Code Selection, select the letter code that matches the letter code used during the assigning loan disbursement notification communications process.
- In the Communication Method Usage group box, select E-Mail from the drop-down menu.
- Select the Process Parameters tab.
- The Process Parameters page displays.
- From the Person Communication Usage section, input the following information:
- Address = FA Email and Postal Address
- Address Name = FA Student Name
- Salutation = FA Student Name
- Extra Name = FA Student Name
- From the Communication Date Range Selection section, input the following information:
- From Date: select desired date
- To Date: select current date
- Select the Email Parameters tab.
- The Email Parameters page displays.
- Enter the following information:
- From = Enter the desired email addressed used by the institution.
- Subject = Enter a subject line for the email communication.
- Reply to = Enter the desired email addressed used by the institution.
- Sender = Enter the desired email addressed used by the institution.
- Bounce to = Enter the desired email addressed used by the institution.
- Select Run.
- The Process Scheduler Request page displays.
- Select the OK button.
- The Email Parameters page displays.
- Make note of the Process Instance number.
- Select the Process Monitor link.
- The Process Monitor page displays.
- Ensure Process Monitor reads Success and Posted.
Process complete.