Create Pell Origination Records

Purpose:  Use this document as a reference to selects students who have been awarded a Pell Grant to be sent to COD for origination acknowledgment using ctcLink.

Audience:  Financial Aid Staff.

The origination record establishes a student's eligibility for a specific annual award of federal Pell Grant program funds. It includes the student's annual amount calculated by your institution and cost of attendance.

You must have at least one of these local college managed security roles:

  • ZD FA Pell Prcs (to originate Pell payment)
  • ZD FA Pell Payment Prcs (to originate Pell payment)
  • ZZ FA Pell Prcs (to originate Pell payment)
  • ZZ FA Pell Processor (to originate Pell payment)
  • ZD FA Director (to run the Pell Transaction Status report)
  • ZD FA Pell Orig Reports (to run the Pell Transaction Status report)
  • ZZ FA Pell Orig Reports (to run the Pell Transaction Status report)

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Create Pell Origination Records

Navigation:  Financial Aid > Pell Payment > Originate Pell Payment

  1. The Origination search page displays.
  2. Enter a New or Existing Run Control ID.
  3. Select the Search button.  
  4. The Origination page displays.
  5. Enter the Institution.
  6. Enter the Aid Year - use the Aid Year in which you are processing.
  7. Enter Pell ID Reporting (Federal School Code).
  8. Leave Student Override box unchecked for batch processing.
  9. Student Override can be used when processing for individual students.
  10. Select the Run button.
An image of the Origination page with a red annotation box outlining the Institution, Aid Year, Pell Reporting ID fields and the Run button
  1. The Process Scheduler Request page displays.
  2. Select the OK button.
  3. The Origination page displays.
  4. Make note of the Process Instance number.
  5. Select the Process Monitor link.  
  6. The Process Monitor page displays.
  7. Select the Refresh button until Run Status = Success and Distribution Status = Posted.
  8. Select the Details link.  
  9. The Process Detail page displays.
  10. Select the Actions link.
  11. Select the Message Log drop-down option.
  12. The Message Log displays students who have encountered an error.  
  13. Messages may include but are not limited to:
    • Pell status is either Transmitted or On Hold
    • Student's Official SAI $$$$ exceeds the MAX SAI $$$$ on Pell Payment setup
    • Correction Status is Sent or Send for student (Referring to ISIR = Unofficial)
  14. While many of these students will appear on the Transaction Status Report, some will not.  Review and work the student list, and re-run Originate Pell Payment processes as needed.
  15. The Message Log will also include totals for New and Adjusted Pell Originations.  
  16. The process to create a Pell origination record is now complete.
  17. End of procedure.

Video Tutorial

The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Create Pell Origination Records. This link will open in a new tab/window.

Run Transaction Status Report

You must have at least one of these local college managed security roles:

  • ZD FA Director
  • ZD FA Pell Orig Reports
  • ZZ FA Pell Orig Reports
  • ZZ FA Pell Processor

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 > Pell Payment > Origination Reports > Transaction Status

Use the Transaction Status Report to see which Originations are "On Hold" (will not leave ctcLink due to system errors), or which ones have been set to "Review".  Perform the necessary clean-up to the records, and re-run Pell Originations again, and move the data through the steps to outbound to EdConnect.

  1. The Transaction Status Search Criteria page displays.
  2. Enter the desired Run Control ID.  
  3. Select the Search or Add button.
  4. The Pell Records by Transac Status search page displays.
  5. Enter:
    • Academic Institution = i.e., WA171
    • Aid Year = i.e., 2025
    • Pell Transac Status = .i.e., On Hold or Review
  6. Select the Run button.
An image of the Pell Records by Transac Status page with red annotation boxes outlining the Report Request Parameters and the Run button
  1. The Process Scheduler Request page displays.
  2. Select the OK button.
  3. The Pell Records by Transac Status search page displays.
  4. Select the Process Monitor link to track the Run Status of this report.
  5. The Process Monitor page displays.
  6. At the Process List tab, ensure the job runs to Success and Posted.
  7. Select the Report Manager link.
  8. At the Report Manager page, select the .pdf file link.
  9. The Report page displays.
  10. Select the Pell Records by Trans Status.pdf link again to open the report.
  11. The Report displays.
  12. Review the students on the report.
  13. End of procedure.

Video Tutorial

The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Run the Pell Transaction Status Report. This link will open in a new tab/window.