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

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. 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. Next, select the Search or Add button.
  3. The Population Selection Update page displays. Select the STDNT_AID_ATRBT drop-down list option from the *Record (Table) Name row.
  4. Enter a value in the Institution field. Next, enter a value in the Aid Year field.
  5. Ensure the Report Error Messages radio button is selected.
  6. In the Selection Tool drop-down list, select PS Query.
  7. In the Query Name field, enter CTC_FA_SB_SL_SHOPPING_SHEET.
  8. Select the Edit Prompts link.
  9. The Query Prompts page displays.  On the page enter the Institution and Aid Year.
  10. Select the OK button.
  11. The Population Selection Update page displays. In the Select Fields to update row, in the Field Name column, select Shopping Sheet Group from the drop-down list option.
  12. In the Field Value column, select the corresponding group of SHOPGRP01.
  13. Select the Run button.  
  14. The Process Scheduler Request page displays.
  15. Select the SCC_POP_UPD checkbox, then select the OK button.
  16. The Population Selection Update page displays.
  17. Note your Process Instance number, and use it track your job's status at the Process List page.
  18. Select the Process Monitor hyperlink.
  19. The Process Monitor page displays.
  20. On the Process List tab, ensure your process runs to a Run Status of Success, and a Distribution Status of Posted. (You may periodically select the Refresh button-please not this does not speed up the processing time, just updates).

End of procedure.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.