ctcLink Reference Center9.2 Financial Aid9.2 FA - Managing 3CsManaging 3Cs9.2 FAFSA Simplification - Overriding Drug Conviction Checklist Item

9.2 FAFSA Simplification - Overriding Drug Conviction Checklist Item

Purpose: Use this document as a reference on how to override the Drug Conviction Checklist (C-Flag) for the FAFSA Simplification in ctcLink.

Audience: Financial Aid Staff.

As of June 11, 2021, the Federal Student Aid (FSA) announced that there will be a phased in approach to the implementation of the FAFSA Simplification Act, which passed on December 27, 2020 as part of the Consolidated Appropriates Act, 2021.

The FAFSA Simplification Act represents a significant overhaul of the federal student aid, includes the Free Application for Federal Student Aid (FAFSA ) form, need analysis, and many policy and procedures for schools that participate in the Title IV programs.

The QRG is in reference to the immediate change to the Drug Conviction question on the FAFSA that will be implemented for the 2021-2022 Award Year which removes the negative consequences associated with an affirmative response on the drug conviction question on the FASFA form.

During Financial Aid file review, when marking ISIR C-Flag Checklist Items to "Completed", there is a two-step process before the system fully acknowledges that this Checklist is Completed and the C-Flag has been resolved.

Step 1) Completing the Checklist on the Checklist Management - Person Page - Mark the Checklist as "Completed" in the Checklist Management page and Save.

Step 2) Update the DB Matches on the View Packaging Status Summary Page - Select the appropriate Database Match checkbox on the View Pack Stat Summary page and Save.

You must have at least one of these local college managed security roles:

for the Campus Community > Checklist > Person Checklists > Checklist Management - Person navigation path:

  • ZC CC 3Cs User
  • ZD CC 3Cs User
  • ZZ CC 3Cs User

for the Financial Aid > View Financial Aid Status navigation path:

  • ZD FA Director
  • ZD FA Student Aid Info
  • ZZ FA Student Aid Info

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

FAFSA Simplification - Overridding Drug Conviction Checklist Item

Completing the Checklist on the Checklist Management Page

Navigation:  NavBar > Navigator > Campus Community > Checklist > Person Checklists > *Checklist Management - Person 

  1. *To access the Checklist Management - Person page, you must have the Checklist Item Code to narrow down your search results.

OR

Navigation:  NavBar > Navigator > Financial Aid > View Financial Aid Status Summary Page

  1. *The desired checklist can also be accessed from the View Financial Aid Status page.  Select the Checklist, which will then take you to the Checklist Management - Person page.
  1. The Checklist Management - Person search page displays.
  2. Enter the Empl ID.
  3. Select the Search button.
Checklist Management - Person with ID and Search button annotated
  1. The Search Results display.
  2. Select the desired Checklist Code to be set to Completed.  In this example, the ETC061 Checklist Code (Drug Conviction) is used.
Checklist Person page with ETC061 checklist annotated
  1. The Checklist Management - Person page displays.
  2. Select the Checklist Management 2 tab.
  3. Set the Status to "Completed".  
  4. Select the Save button.  

Note that when you manually set the Status to Completed on the Checklist Management 2 tab, the process automatically marks the Status on Checklist Management 1 tab to Completed.  Always complete the Checklist on Checklist Management 2 tab first.

Checklist management 2 tab with Completed Status and Save button annotated
  1. You have successfully set the status to complete.
Update the DB Matches on View Packaging Status Summary Page

You must have at least one of these local college managed security roles:

  • ZD FA Director
  • ZD FA Student Aid Info
  • ZZ FA Student Aid Info

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 > View Packaging Status Summary

Note that if the checkbox on the View Packaging Status Summary - Database Matches page for ISIR C Flags is not updated after the Checklist is completed, ctcLink packaging functions will not package federal aid.  

  1. The Packaging Status Summary search page displays.  
  2. Complete the following fields:
    • Empl ID
    • Academic Institution
    • Aid Year
  3. Select the Search button.
packaging status summary search criteria page
  1. The Packaging Status Summary page displays.
  2. Select the Database Matches link.
Database matches link annotated
  1. The Database Matches pagelet displays.
  2. Select the corresponding Match Value with the appropriate Override checkbox.
  3. Select the OK button.
Database Matches pagelet with drug offense conviction box selected
  1. The Packaging Status Summary page displays.
  2. Select the Save button.
Packaging Status Summary page with OK button selected
  1. You have successfully updated the DB Matches on the View Packaging Status Summary Page.
  2. End of procedures.

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