9.2 Assigning a College Financing Plan
Purpose: Use this document as a reference for how to assign and view a College Financing Plan (formerly Shopping Sheet) in ctcLink.
Audience: FA Counselor/Technician.
You must have at least one of these local college managed security roles:
- ZD FA Director
- ZD FA Student Aid Info
- ZZ FA Student Aid Info
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Assign a College Financing Plan
Navigation: NavBar > Navigator > Financial Aid > View Packaging Status Summary
- The View Packaging Status Summary page displays.
- Populate the field College Financing Plan Group with SHOPGRP01.
- Select the Save button.
Note: If a student has not been awarded, a College Financing Plan will not be viewable.
Viewing an Assigned College Financing Plan
You must have at least one of these local college managed security roles:
- ZC CC Personal Info Student
- ZD CC Personal Info Student
- ZD CC Super user
- ZZ CC Pers Info NID Update
- ZZ CC Personal Info Student
- ZZ SS Advisor
- ZZ SS Faculty
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: NavBar > Navigation > Campus Community > Student Services Ctr (Student)
- The Student Services Ctr (Student) search page displays.
- Enter the student ID.
- Select the Search.
- The Student Services Ctr page displays.
- Select the View Financial Aid link under the Financial Aid section.
- The Financial Aid search page displays.
- From the Select Aid Year to View section select the aid year you wish to view.
- The Award Summary page displays.
- Select the FA College Financing Plan link.
- The College Financing Plan will open in a separate window.
- Process complete.
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