Veteran Affairs - Batch Assign CFP

Purpose: Use this document to understand and process batch automation to assign the College Financing Plan (CFP) grouping to students that have been assigned a Veteran Student Group(s) in ctcLink.

Audience: Financial Aid and/or VA Office Staff responsible for working with college financing plans

The Batch Assign CFP process has been developed to meet the requirements set in legislative mandate, Section 1018 Johnny Isakson and David Ros Veterans Health Care and Benefits Improvement Act of 2020, that affects all schools offering the GI Bill.

Colleges have been able to assign the College Financing Plan (CFP) manually to student accounts to meet this requirement. The process involves Batch Aid Year Activation and a pop-select run control(s) working in tandem with budget building components in the ISIR Jobset which will allow batch automation to assign the CFP grouping to students that have been assigned a Veteran Student Group(s). A full list of Veteran student groups can be found on the student and course coding page - these groups begin with SV** within the ctcLink system.

The Batch Assign process involves 3 steps:

  1. Aid Year Activation – Before the ISIR Jobset
  2. Budget Building – Already within the ISIR Jobset
  3. Batch Assigning – After the ISIR Jobset
Expand or collapse content Batch Aid Year Activation

Navigation: Financial Aid > Aid Year Activation > Process Financial Aid Years

  1. Enter New or Existing Run Control ID and select the Search button.

The Batch Aid Year activation run control will use PS Query: QCS_FA_SB_SVET_AID_YR_ACTV for the population selection. This query captures students who are assigned to a Student Group(s): SV** in an active status and in active program plan stack.

  1. The Batch Aid Year Activate page displays
  2. In the Population Selection area, search or enter the appropriate information in the fields.
    1. Selection Tool: PS Query
    2. Query Name: QCS_FA_SB_SVET_AID_YR_ACTV
  3. In the Select Values to Update area, search or enter the appropriate information in the fields.
    1. Academic Institution: WAxxx (your Institution Code)
    2. Aid Year: 20xx (For example: 2026)
  4. On the Query Prompts popup, search or enter the appropriate information in the fields.
    1. Institution
    2. Aid Year
  5. Use the *Include NOAWS programs? checkbox if necessary. Default = No, Selected = Yes

*Many students have an active non-award seeking program but do not have an active degree seeking program. It is recommended to discuss with your VA Office if you need to have these students included in the process as this can potentially activate hundreds or more records than anticipated.

  1. Select the Run button.
Batch Aid Year Activation page
  1. The Process Scheduler Request page displays where you can schedule the run control to run on recurrence.
  2. Use the following values to set up a recurrence:
    1. Run Date: MM/DD/YYYY
    2. Recurrence: M-F 16:30
    3. Run Time: 4:30:00PM
    4. Time Zone: PST
    5. SFA_ACTADYR: Select checkbox
  3. Select the OK button.
Process Financial Aid Years > Process Scheduler Request page
Expand or collapse content Building Budgets

Budgets are needed for the CFP to compile and display data; fortunately, this portion is already completed by your institution’s ISIR Jobset. You won’t need to build an additional process for building budgets.

Expand or collapse content Batch Assigning the CFP
  1. Enter New or Existing Run Control ID.
  2. The Population Selection Update displays information for students who are:
    • In an Active SV** Student Group
    • Aid Year Activated
    • College Financing Plan Group is Blank
  3. In the Select Record Fields for Update area, search or enter the appropriate information in the fields.
    1. Record: STDNT_AID_ATRBT  Packaging Status Summary
    2. Institution: WAxxx (your institution’s code)
    3. Aid Year: 20xx (Example: 2026)
  4. In the Population Selection area, search or enter the appropriate information in the fields.
    1. Selection Tool: PS Query
    2. Query Name: QCS_FA_SB_SVET_ASSIGN_CFP
  5. In the Select Fields to Update area, search or enter the appropriate information in the fields.
    1. Field Name: Shopping Sheet Group
    2. Field Value: SHOPGRP01
  6. On the Query Prompts popup, search or enter the appropriate information in the fields.
    1. Institution
    2. Aid Year
  7. Select the OK button then select the Run button.
Population Selection Update page
  1. The Process Scheduler Request page displays where you can schedule the run control to run on recurrence.
  2. Use the following values to set up a recurrence:
    1. Run Date: MM/DD/YYYY
    2. Recurrence: M-F 07:30
    3. Run Time: 7:30:00AM
    4. Time Zone: PST
    5. SCC_POP_UPD: Select checkbox
  3. Select the OK button.

**The Pop-Select will result in assigning SHOPGRP01 to the Packaging Status Summary page > College Financing Plan Group.

Packaging Status Summer Before and After College Financing Plan Group fields highlighted
Expand or collapse content Student View

Once the full process has completed, the student can locate their College Financing Plan via their Student Homepage. The student will go to their Homepage and select the Financial Aid tile.

  1. Select the Aid Year.
  2. Select the link: College Financing Plan. (some colleges may have altered the link display, i.e. FA College Financing Plan)
  3. The College Financing Plan will display in a new tab.
College Financing Plan new tab display

Note: If the student needs a printed copy, it is advised to print directly from the webpage. Selecting the download button will pull the numerical information, but it is not the best display.

Student View with numerical information

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