9.2 Assigning a College Financing Plan in Batch

Purpose:  Use this document as a reference on how to assign a College Financing Plan in batch in PeopleSoft

Audience: Financial Aid Staff responsible for distributing Consumer Information

Assigning a College Financing Plan in Batch Using Population Selection Update

Navigation:  NavBar > Navigator > Set Up SACR > System Administration > Utilities > Population Update > Population Update Process

  1. The Population Update Process run control search page displays.
  2. Enter the desired Run Control ID.  Use the Add a New Value tab if this will be the first time you are running this process.
  3. Select the Search or Add button.
Population Update Search Criteria page with add button annotated
  1. The Population Selection Update page displays.
  2. Select the STDNT_AID_ATRBT drop-down list option from the *Record (Table) Name row.
  3. Enter a value in the Institution field.
  4. Enter a value in the Aid Year field.
  5. Ensure the Report Error Messages radio button is selected.
population selection update page
  1. In the Selection Tool drop-down list, select PS Query.
  2. In the Query Name field, enter CTC_FA_SB_SL_SHOPPING_SHEET.
  3. Select the Edit Prompts link.
Population selection fields defined and annotated
  1. The Query Prompts page displays.
  2. Enter the Institution.
  3. Enter the Aid Year.  
  4. Select the OK button.
Edit prompts link with ok button annotated
  1. The Population Selection Update page displays.
  2. In the Select Fields to update row, in the Field Name column, select Shopping Sheet Group from the drop-down list option.
  3. In the Field Value column, select the corresponding group of SHOPGRP01.
  4. Select the Run button.  
Select Fields to Update Field Name and Field Value rows populated
  1. The Process Scheduler Request page displays.
  2. Select the SCC_POP_UPD checkbox.
  3. Select the OK button.
Process Scheduler Request page with ok button selected
  1. The Population Selection Update page displays.
  2. Note your Process Instance number, and use it track your job's status at the Process List page.
  3. Select the Process Monitor hyperlink.
Population selection update with process monitor link annotated
  1. The Process Monitor page displays.
  2. On the Process List tab, ensure your process runs to a Run Status of Success, and a Distribution Status of Posted.
Process list page with run status of success and distribution status posted
  1. End of procedure.

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