9.2 Assigning a Bank Mobile Checklist in Batch

Purpose:  Use this document as a reference on adding a bank mobile checklist item.

Audience:  Financial Aid Staff.

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.

Assigning a Bank Mobile Checklist in Batch

Navigation:  NavBar > Navigator > Campus Community > 3C Engine > Run 3C Engine 

  1. The Run 3C Engine run control page displays.
  2. Enter a Run Control ID using Add a New Value (if building for the first time), or Find an Existing Value, if you are running an already built process.
  3. Select the Add button, if adding a new value, or select the Search button if using Find an Existing Value.
bank mobile checklist add a new value
  1. The Run 3C Engine page displays.
  2. In the Process 3Cs group box, select the Population Selection checkbox.  
  3. In the Process Join Records group box, ensure the No Joint Processing radio button is selected.
  4. In the Event Selection group box, enter your Academic Institution, i.e., WA140
  5. In the Administrative Function field, enter GEN.
  6. In the Event ID, enter the event ID specific to your institution to Initiate a BankMobile Biographic Extract.  i.e., FSTECL042 for Clark College -- Use the lookup tool to ensure you are using the I-BankMobile Biographic Extract checklist item.  I stands for "Initiate".
run 3 c engine
  1. In your Population Selection group box, select PS Query from the drop down list options in the Selection Tool row.
  2. In the Query Name field, enter the query name: CTC_FA_HIGHER_ONE_SELECT_1 -- this query name adds a checklist to students with a financial aid file review status of complete.
  3. Select the Edit Prompts hyperlink.  
population selection group box
  1. The Query Prompts pagelet displays.
  2. Enter your Academic Institution, i.e., WA140.
  3. Enter the Aid Year - use the Aid year in which you are processing.
  4. On the Edit Prompts pagelet, enter the Checklist code for your institution, i.e. Clark College's specific checklist code is ECL042.
  5. Select the OK button.
query prompts pagelet
  1. The Run 3C Engine page displays.
  2. Select the Run button.  
  3. The Process Scheduler Request page displays.
  4. Select the OK button.
process scheduler request page
  1. The 3C Engine Parameters page displays.
  2. Select the Process Monitor link, and ensure your job runs to Success and Posted.
process monitor link on the 3C engine parameters page
  1. End of procedure.

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