Auto Packaging Financial Aid

Purpose: Use this document as a reference for how to auto package financial aid for one student in ctcLink.

Audience: FA Counselor/Technician

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.

Auto Packaging Financial Aid

Navigation: Financial Aid > Awards > Award Processing > Assign Awards to a Student

  1. The Assign Awards to a Student Search Criteria page displays.
  2. Enter the:
    • Student ID
    • Academic Institution
    • Aid Year
  3. Select the Search button.  
  4. The Assign Awards to a Student page displays.
  5. In the Student Aid Package tab, next to the Packaging Plan ID field, select the Retrieve button - the Retrieve button will auto-select a Packaging Plan ID based on system-built (or, in some cases, manually built) FA Term and Budget data.
  6. The Award Validation Completed Successfully' message appears.
  7. Select the OK button to continue on to review the awards.  
  8. Before selecting the Validate button, review the awards.
  9. Once satisfied with the award assignment, select the Validate button.

Note that Action X (highlighted to the left of the image below) means the award was discarded in the Packaging Plan evaluation process.  You can select the Message link (highlighted to the right of the image below) to review why the specific award was discarded, and/or to review any other messages that might indicate why an award is not being placed on the award package.

  1. Once again, the "Award Validation Completed Successfully" message appears.  Note that the X Action awards have been fully discarded from the package and only the aid that will be packaged remains.
  2. Select the OK button to continue on to the posting process.

Note- Before Posting the awards, please review the Disbursement links on each award to review the awards have distributed to each term in the way you expect them to distribute.  

  1. When satisfied with the awards, select the Post button to finalize the aid package.
  2. The "Award Posting completed successfully" message appears.
  3. Select the OK button to clear the message.

End of procedure.

Video Tutorial

The video below demonstrates the process actions described in steps listed above.  There is no audio included with this video.  Select the play button to start the video.

Video Tutorial via Panopto

View the link to Auto Packaging Financial Aid.  This link will open in a new tab/window.


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