9.2 Printing Award Letters in Batch
Purpose: Use this document as a reference on batch-printing previously generated award letters.
Audience: Financial Aid Staff
In these steps, you will work to reassign an already generated communication that went to email.
Step 1) Run 3Cs (create a new/separate run control ID for this, if running first time)
Step 2) Communication Generation - letters
Step 3) Download Letters
You must have at least one of these local college managed security roles:
- ZC CC 3Cs User (to Run 3Cs)
- ZD CC 3Cs User (to Run 3Cs)
- ZZ CC 3Cs User (to Run 3Cs)
- ZD FA Director (to download letters)
- ZD FA FISAP Prcs (to download letters)
- ZZ FA Aid Year Activation (to download letters)
- ZZ FA Award Processor (to download letters)
- ZZ FA CTC Reports (to download letters)
- ZZ FA College Bound Schlrship (to download letters)
- ZZ FA Direct Loan Processor (to download letters)
- ZZ FA Funds Manager (to download letters)
- ZZ FA ISIR Corrections (to download letters)
- ZZ FA ISIR Processor (to download letters)
- ZZ FA NSLDS Prcs (to download letters)
- ZZ FA Pell Processor (to download letters)
- ZZ FA SAP Prcs (to download letters)
- ZZ FA Verification Prcs (to download letters)
- ZZ FA WCG Eligibility (to download letters)
- ZZ SF Collections (to download letters)
- ZZ Upload Doc ADM (to download letters)
- ZZ Upload Doc ADV (to download letters)
- ZZ Upload Doc SR (to download letters)
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
- At the Run 3Cs Search Criteria page, enter the Run Control ID - if you are creating this process for the first time, keep this Run Control ID separate from your Run Control ID that generates the award letters via email; it uses a different query.
- Select the Add button, or Search if there is an existing Run Control ID for this process.
- Ensure the Population Selection checkbox is checked.
- In the Event Definition group box, define the following:
- Academic Institution
- Administrative Function
- Event ID - use the Event ID for Award Letters. Recall that the Event Definition is unique to your institution.
- In the Population Selection group box, select the Selection Tool drop-down box option of PS Query.
- Use the Query Name - CTC_FA_SB_AWRD_NOTIF_BETWEEN You can use the Look Up Tool to find the query, or you can enter the query into the field manually.
- Select the Edit Prompts link and enter the following:
- Institution
- Aid Year
- Date Begin - Dates on query prompt should reflect the dates you originally assigned the communication - use a date in the past if you want to pick up letters from prior to today's date in the Aid Year.
- Date End
- Select the OK button.
- Optional- you can select the Preview Selection Results to confirm which students will be picked up in this process.
- Select the Manage Duplicate Assignment tab.
- Ensure all the Duplicate Communication Check checkbox is unchecked, as you will be re-assigning a previously assigned communication.
- Select the Run button.
- At the Process Scheduler Request page, select OK to continue.
- You can track the process in Process Monitor until the process is Success and Posted.
- Next, you are ready to send out the Communication Generation.
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.
- At the Communication Generation Search Criteria page, enter in a Run Control ID specific to this letter generating process.
- Select the Add button, or Search button if using an existing Run Control ID.
- At the ID Selection group box, select All Person IDs from the drop-down list.
- In the Letter Code Selection group box, enter in your unique Letter Code for your institution's award letters.
- In the Communication Method Usage, select the Letter option from the Message drop-down list.
- Select the Process Parameters tab to proceed onto the next page.
- At the Process Parameters page, in the Person Communication Usage group box, define the following:
- Address - FA Email and Postal Address
- Address Name - FA Student Name
- Salutation - FA Student Name
- Extra Name - FA Student Name
- In the Communication Date Range Selection group box, and define the From Date and To Date date ranges. Note -- Use the date(s) that the notification was re-generated in 3Cs when utilizing the query CTC_FA_SB_AWRD_NOTIF_BETWEEN
- In the Output Settings group box, select the Send to File checkbox.
- Enter in the file path from the Download page: i.e., /CSTRANSFER/WA220/AwardNotifications2023/ (remember to use your specific institution code, and remember that the aid year in the file path will change from year to year.
- Select the Run button to generate a .pdf file.
- Retrieve your file name in the Process Monitor Detail which you will use to download in the Download step.
- In the Process Detail, find the .pdf file name in the Message Log detail and note it to use in the Download step.
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.
Navigation: Nav Bar > Navigator > PeopleTools > CTC Custom > Extensions > Upload/Download Files
- At the Upload/Download Files Search Criteriapage, enter the following:
- Academic Institution
- Functional Area - Financial Aid
- Business Process Name - Award Letters
- Select the Search button.
- Select the Business Process Name in the Aid Year in which you are downloading the letters.
- At the Download tab, in the File Name field, enter the name of the .pdf generated in the previous step.
- Select the Download button.
- Your file will then download to a .pdf which you can then print out and mail.
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