9.2 Process NSLDS Request
Purpose: Use this document as a reference on how to run the NSLDS Request process using ctcLink.
Audience: Financial Aid staff
The National Student Loan Data System (NSLDS) is a centralized source for a student's federal financial aid history. Schools can request NSLDS data and incorporate key elements into the awarding and packaging routines. NSLDS data is sent to schools on the ISIR, on a financial aid history request, or based on a transfer- monitoring request. You can view NSLDS data loaded using the NSLDS Inquiry components, designed to match the NSLDS file structure.
This QRG demonstrates the three steps for processing a NSLDS request.
- Assign Checklist
- Validate Checklist
- Process NSLDS
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.
Process NSLDS Request
*Please Note
The checklist assignment and Transfer Monitoring request must be run on the same day.
The subsequent processing requires a Monitor Start date that coincides with the checklist assign date.
Assign checklist using 3C engine for students requiring transfer monitoring. Begin by navigating to the Run 3C Engine page.
Navigation: NavBar > Navigator > Campus Community > 3C Engine > Run 3C Engine
- The 3C Engine search page displays.
- Enter a new or existing Run Control ID.
- Select the Add or Search button.
- The Run 3C Engine page displays.
- On the 3C Engine Parameters, complete the following steps:
- In the Process 3C’s section, select Population Selection checkbox.
- In the Event Selection section, select values from the following fields:
- Academic Institution = Desired Institution.
- Administrative Function = FINA.
- Event ID = (Description) "I-Transfer Alert Process Compl" *Note Event ID will differ between institutions.
- In the Population Selection section, select values from the following drop-down menus:
- Selection Tool = PS Query
- Query Name = CTC_FA_SB_PS_NSLDS_TM_CHKL_REQ
The query criteria is a student is not enrolled in Summer or Fall term, has a Federal Item Type in an offered status of greater than zero, and does not already have the checklist assigned.
- OR CTC_FA_NSLDS_TM_CHKL_REQ_2
The query criteria is a student not enrolled for the prompted term, has a Federal Item Type in an offered status of greater than zero, and does not already have a checklist assigned.
- Select the Edit Prompts link.
- A Query Prompts pagelet displays.
- Select values for the following fields:
- Institution
- Aid Year
- Checklist Item
- Select the OK button.
- The 3C Engine Parameters page displays.
- Select Preview Selection Results and choose a student listed to validate in later section.
- Select the Return button.
- The 3C Engine Parameters tab displays.
- Select the Manage Duplicate Assignment Tab.
- Select the Check Duplicate Checklist checkbox from the Duplicate Checklist Check section.
- Select Match from the Variable Data drop-down menu in the Additional Conditions to Prevent Duplicate Checklist subsection.
- Select the Run button.
- The Process Scheduler Request page displays.
- Select the OK button.
- The Manage Duplicate Assignment tab displays.
- Make note of the assigned Process Instance number.
- Select the Process Monitor link.
- The Process Monitor page displays.
- On the Process List tab, select Refresh until Run Status = Success and Distribution Status = Posted.
- The process of assigning the checklist is now complete.
- Next, the checklist will be validated.
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 Financial Aid Status
- The Financial Aid Status search page displays.
- Enter the ID from the Preview Selection Results step in previous section.
- Enter the Academic Institution.
- Enter the Aid Year.
- Select the Search button.
- The Financial Aid Status page displays.
- Ensure the checklist has been added to the student checklist.
- The validation is now complete.
- Next the final step: process NSLDS.
You must have at least one of these local college managed security roles:
- ZD FA NSLDS Prcs
- ZZ FA NSLDS Prcs
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 > File Management > NSLDS > Process NSLDS Request
- The NSLDS Request search page displays.
- Enter a New or existing Run Control ID.
- Select the Add or Search button.
- The NSLDS Request page displays.
- Create the transfer monitoring request by entering the following information in the Parameters section:
- Institution
- School Code
- Aid Year
- Branch Code
- File Path
- Complete the following steps in the Population Selection:
- Check the Population Selection checkbox.
- Select PS Query from the Selection Tool drop-down menu.
- Select the Query Name: CTC_FA_SB_PS_NSLDS_REQ.
- Select Edit Prompts link.
- The Query Prompts pagelet displays.
- Enter the following:
- Institution
- Aid Year
- Checklist (The first three letters of the code are institution specific. Example: ETC062)
- Select the OK button.
- The NSLDS Request page displays.
- Select the Transfer Monitor only radio button.
- In the Transfer Monitoring Parameters section, enter the following data:
- Enrollment Date = 1/5/20xx (Term Start Date)
- Monitor Begin Date = Current Date (same date as checklist assignment)
- Select the Preview Selection Results link.
- The Preview Selection Results page displays.
- Select the Return button.
- Select the Run button.
- The Process Scheduler Request page displays.
- Select the OK button.
- The NSLDS Request page displays.
- Make note of the newly assigned Process Instance number.
- Select the Process Monitor link.
- The Process Monitor page displays.
- On the Process List tab, select the Refresh button until the Run Status = Success and the Distribution Status = Posted.
- Select the Details link.
- The Message Log page displays.
- Verify that the details in the Message Log file states that the NSLDS Request file <file path name used above> TRNINFIN.## successfully created.
- Sample message: NSLDS Request file /u01/app/psrepo/Interface/CSTRANSFER/WA171/NSLDS2016/ TRNINFIN.01
- Note the TRNINFIN.xx file created to use during the Upload/Download process.
- You have successfully processed a NSLDS Request.
- End of procedure.