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: 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. This initiates the opening of the Award Disbursement Detail pagelet.
- The Award Disbursement/Split 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 (if it had a different code originally).
- 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.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
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