9.2 Using Custom Splits
Purpose: Use this document as a reference on how to award aid using custom split in ctcLink.
Audience: Financial Aid Staff.
You must have at least one of these local college managed security roles:
- ZD FA Award Processing
- ZD FA Director
- ZZ FA Award Processing
- ZZ FA Award Processor
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Using Custom Splits
Navigation: NavBar > Navigator > Financial Aid > Awards > Award Processing > Assign Awards to a Student
- The Award Entry search page displays.
- Enter the desired ID.
- Enter the desired Academic Institution.
- Enter the desired Aid Year.
- Select the Search button.
In this example, assume the award has already been offered/accepted. You have determined that the student is enrolled half time instead of full-time, and you have confirmed you need to reduce the amount of the disbursement to reflect the half-time enrollment level for the term. Use Custom Split to reduce the term-only award without having to re-do the entire award. It is ideal to use this function if the award has not yet been authorized/disbursed. If it has already authorized/disbursed, ensure you run the authorization/disbursement process to initiate the changes to Customer Accounts.
- The Award Entry page displays.
- If an award that has already been awarded, enter B the award field.
- Enter the new award amount into the Offered field.
- Tab over to ensure the amount carries over to the Accepted field.
- Select the Validate button.
- Select the Disbursement hyperlink.
- The Award Disbursement Detail pagelet displays.
- Select the Custom Split check box - the Offered fields are now available to enter custom amounts to be entered in each term.
- Enter the desired award amounts into each Offered field - note your Split Code now becomes XX.
- Select the OK button to return to the Award page.
- The Award Entry page displays.
- When satisfied with your custom split award, select the Validate button.
- Select the Post button.
- End of procedure.
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