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.

Assign a College Financing Plan

Navigation: NavBar > Navigator > Financial Aid > View Packaging Status Summary

  1. The View Packaging Status Summary page displays.
  2. Populate the field Shopping Sheet Group with SHOPGRP01.
  3. Select the Save button.
Packaging Status Summary page

Note: If a student has not been awarded, a College Financing Plan will not be viewable.

Viewing an Assigned College Financing Plan

Navigation:  NavBar > Navigation > Campus Community > Student Services Ctr (Student)

  1. The Student Services Ctr (Student) search page displays.
  2. Enter the student ID.
  3. Select the Search.
  4. The Student Services Ctr page displays.
  5. Select the View Financial Aid link under the Finances section.
Student Center page
  1. The Financial Aid search page displays.
  2. From the Select Aid Year to View section select the aid year you wish to view.  
Select Aid Year to View
  1. The Award Summary page displays.
  2. Select the FA Shopping Sheet link.
Award Summary
  1. The College Financing Plan will open in a separate window.
Shopping Sheet
  1. Process complete.

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