9.2 R-270 Non-Credits Awards and Waivers

Purpose:  Run the R-270 processes for non-credits, awards and waivers using ctcLink.

Audience:  Financial Aid staff.

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

  • ZD_DS_QUERY_VIEWER

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

R-270 Non-Credits, Awards and Waivers

Third Party Payment Report

Navigation:  NavBar > Navigator > Reporting Tools > Query > Query Viewer

  1. The Query Viewer search page displays.
  2. Enter the Query Name: CTC_FA_THIRD_PARTY_PYMNTS.
  3. Select the Search button.  
  4. The search results displays.
  5. Select the HTML link from the results.  
Query viewer with CTC_FA_THIRD_PARTY_PYMNTS query displayed
  1. The CTC_FA_THIRD_PARTY_PYMNTS - R-270 Non Credit Awds & Waivrs page displays.
  2. Enter the Business Unit.  
  3. Enter the Item Term.  
  4. Enter the Aid Yr.
  5. Select the View Results button.
  6. Verify whether the report runs successfully for the specified Institution and Term.
  7. If the report displays students with Student Financials Third party item amounts, then the report ran successfully.
QRY payments updated
  1. These students are receiving a Third Party Payment or a Waiver on the Student Financials functional area. We, as FA administrators, have to account for these funds to count against the student budget.
  2. You have successfully run the Third Party Payment report.
  3. Next let's verify the Zero Unit Disbursement report runs successfully for the specified Institution and Term.

Zero Unit Disbursement Report

Navigation:  NavBar > Navigator > Reporting Tools > Query > Query Viewer

  1. The Query Viewer search page displays.
  2. Enter the Query Name: CTC_FA_NO_DISB_ZERO_UNIT.
  3. Select the Search button.
  4. Select the HTML Link.
Query Viewer search
  1. The query results displays.
  2. Enter the Institution.  
  3. Enter the Aid Yr.
  4. Enter the Item Term.  
  5. Select the View Results button.  
Query results
  1. The Query Results displays.
  2. Verify whether the report runs successfully for the specified Institution and Term.
  3. You have successfully run the Zero Unit Disbursement report.

Student Services Center

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

  • ZC CC Personal Info Student
  • ZD CC Personal Info Student
  • ZD CC Super user
  • ZZ CC Pers Info NID Update
  • ZZ CC Personal Info Student
  • ZZ SS Advisor
  • ZZ SS Faculty

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 > Campus Community > Student Services Ctr (Student)

  1. The Student Services Center (Student) search page displays.
  2. Enter the ID.
  3. Select the Search button.  
Student Services Center search page
  1. The Student Services Ctr page displays.
  2. Select the Academics tab.
  3. Under Term Summary ensure the correct term is selected for the correct institution and cumulative total taken reads 0.

This list is used to identify students enrolled in non FA eligible credits who need to be walked manually through disbursement.

Search results Academics tab
  1. You have successfully verified the term Summary information is correct.
  2. Net we'll run the Authorization Discrepancies report successfully for the specified Institution and Term.

Authorization Discrepancies Report

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

  • ZD_DS_QUERY_VIEWER

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 > Reporting Tools > Query > Query Viewer

  1. The Query Viewer search page displays.
  2. Enter the Query Name:  CTC_FA_AUTHORIZATION_DISCREP.
  3. Select the Search button.  
  4. The Search Results displays.
  5. On the results page, select the HTML link for the query.  

 

Query Viewer search page
  1. The selected Query displays.
  2. Enter the Institution.
  3. Enter the Aid Year.
  4. Enter the Term.
  5. Select the View Results button.
Query parameters input page
  1. The Query Results display.
  2. Copy an ID.
View results section
  1. You have successfully ran the Authorizations Discrepancy report.
  2. Next, navigate to Disburse Aid.

Disburse Aid

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

  • ZD FA Director
  • ZD FA Disbursements
  • ZZ FA Disbursements
  • ZZ FA Funds Manager

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 > Disbursement > Disburse Aid

  1. The Disburse Aid search page displays.
  2. Paste the ID copied from the Authorization Discrepancies Report.
  3. Enter the Institution.
  4. Enter the Aid.
  5. Enter the Term.
  6. Select the Search button.  
  7. The Search Results displays.
Disburse Aid search
  1. This report lists discrepancies between authorized amounts and disbursed amounts. 
  2. Ensure student has an Authorized amount not matching the Disbursed amount.
Review results
  1. This completes the reports and processes for R-270 non-credits, awards and waivers.
  2. End of procedure.