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

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

  • ZZ FA Pop Update

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

Assigning a College Financing Plan in Batch Using Population Selection Update

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

  1. The Population Update Process run control search page displays.
  2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button.

NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).

  1. The Population Selection Update page displays.
Population Selection Update page
  1. Select the STDNT_AID_ATRBT drop-down list option from the *Record (Table) Name row.
  2. Enter a value in the Institution field.
  3. Next, enter a value in the Aid Year field.
  4. Ensure the Report Error Messages radio button is selected.
  5. In the Selection Tool drop-down list, select PS Query.
  6. In the Query Name field, enter CTC_FA_SB_SL_SHOPPING_SHEET.
  7. Select the Edit Prompts link.
  8. The  Query Prompts page displays.  
  9. On the Query Prompts page, enter the Institution and Aid Year.
  10. Select the OK button.
  11. The Population Selection Update page displays.
  12. In the Select Fields to update row, in the Field Name column, select Shopping Sheet Group from the drop-down list option.
  13. In the Field Value column, select the corresponding group of SHOPGRP01.
  14. Select the Run button.  
  15. The Process Scheduler Request page displays.
  16. Select the SCC_POP_UPD checkbox, then select the OK button.
  17. The Population Selection Update page displays.
  18. Note your Process Instance number, and use it track your job's status at the Process List page.
  19. Select the Process Monitor hyperlink.
  20. Please refer to the Process Schedule Request steps for further instructions.

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.

View Tutorial Via Panopto

View the external link to Assigning a College Financing Page in Batch - No Audio. This link will open in a new tab/window.

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