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.
Navigation: Financial Aid > View Packaging Status Summary
- The Packaging Status Summary search page displays.
- Enter the Empl Id.
- Enter the Academic Institution.
- Enter the Aid year.
- Select the Search button.
- The Packaging Status Summary page displays.
- Populate the field College Financing Plan Group with SHOPGRP01.
- Select the Save button.
Process complete.
Note: If a student has not been awarded, a College Financing Plan will not be viewable.
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 Assign a College Financing Plan - No Audio. This link will open in a new tab/window.
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: 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.
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 Viewing an Assigned College Financing Plan - No Audio. This link will open in a new tab/window.
0 Comments
Add your comment