CC.015.1 Run and Post FA Disbursements (Project Archive)
User Acceptance Test Overview
The Run and Post FA Disbursements to SF processing builds on previous testing. During testing users will run the authorization process. This is the first step in the processing. By running authorization the process is looking to see that all requirements are met to then run disbursements. Subsequent testing gives users the chance to review student populations that failed the authorization process. The FLF Review process allows user the opportunity to review the FLF Service Indicators placed in the previous testing. They will be able to adjust Packaging Variables and awards before running the final authorization and disbursements. The final test for this sprint is Disbursements which pushes disbursed values to Student Financials where the Group Post will apply the aid to student accounts.
Business Process Flow Diagram(s)
Self-Paced Training Materials (Advanced Prep)
To prepare yourself in advance for the richest testing experience below are required Canvas Courses. Successful course completion is a prerequisite to participate in all UAT activities.
- FA103 Authorizing and Disbursing Financial Aid
To register for these required courses visit the ctcLink Training Registration Page.
Instructor-Led Training Materials and Recordings
Instructor-Led Training Materials
Training Session Recordings
- Run Authorization Process Training Session Recording (1:20:46) Start recording at 1:39:29 and run thru 3:00:15.
Links to Quick Reference Guides - Steps in the Test Process
Header colleges may test disbursement for terms 2215 - 2221, while Trailer colleges will test for terms 2217 and 2221.
- CC.015.1.1 Run Authorization Process
- CC.015.1.2 Run Authorization Failure Report
- CC.015.1.3 Financial Aid Less than Full Time (FLF) Review
- CC.015.1.4 Award Adjustment
- CC.015.1.5 Disbursements
After processing the disbursements NOTIFY the Student Financials staff (testers) to run the FA Group post BEFORE the Process Disbursement step is executed again!
SF testers can use the QRG below to complete FA Group Post http://ctclinkreferencecenter.ctclink.us/m/79557/l/927856-9-2-post-group-transactions-27p
Note: Please allow a few moments for the Business Processing Guide to load beyond the first page. Each step in the process links directly to the direct page in the Business Processing guide (if not already linked to a QRG).
Minimum Test Case (Data) Scenarios:
CC.015.1.1 Run Authorization Process
- Successfully run the Authorization Process. Keep in mind the terms that were awarded for your student populations in previous testing.
CC.015.1.2 Run Authorization Failure Report
- Running and Reviewing the FA Authorization Failure Report includes reviewing each student to see where they did not meet authorization requirements.
CC.015.1.3 FLF Review
- Run and review the FLF query list. Testers will make any necessary adjustments to the packaging variables page, awards, and/or FA Load on FA Term based on outcome. Adjustments will be based on actual enrollment levels.
- Updating Packaging Variables to reflect enrollment levels
- Revise awards to reflect enrollment levels
- Update FA Load on FA Term to reflect enrollment level (View a Financial Aid Term) Step 6
- Ensure testers a updating the correct term
- Removing FLF Service Indicator
- Re-Run Authorization process to pick up adjusted students
CC.015.1.4 Award Adjustment
- Any additional Adjustments user would like to test can be included in this step
CC.015.1.5 Disbursements
- Running the Disbursement Process
The High Level UAT Framework:
Links to User Acceptance Test 'How To' Information:
Security Matrix Mapping Information
The information below provides those completing the Security Matrix Mapping templates with the Menus, Pages and Role names needed to execute the User Acceptance Testing relevant to this UAT guide.
CC.015.1.1 Run Authorization Process:
MENU: NavBar> Navigator> Financial Aid > Disbursement > Process Award Authorizations
ROLENAME: ZZ FA Disbursements
CC.015.1.2 Run Authorization Failure Report:
MENU: NavBar> Navigator> Financial Aid > Disbursement > Authorization Failure Report
ROLENAME: ZZ FA Disbursements
CC.015.1.3 Financial Aid Less than Full Time (FLF) Review:
MENU: NavBar > Navigator > Set Up SACR > System Administration > Utilities > Population Update > Population Updates Process
ROLENAME: ZC FA Local Configuration (Note: Removed ZC SACR Financial Aid Config SB Only Role)
MENU: NavBar > Navigator > Campus Community > Service Indicators (Student) > Mass Assign
MENU: NavBar > Navigator > Campus Community > Service Indicators (Student) > Mass Release
ROLENAME: ZZ CC Service Indicate Student
MENU: NavBar > Navigator > Reporting Tools > Query > Schedule Query
ROLENAME: ZD_DS_QRY_FINANCIAL_AID and ZD_DS_QRY_QUERY_VIEWER
MENU: NavBar > Navigator > Financial Aid > Awards > Award Processing > Assign Awards to a Student
ROLENAME: ZZ FA Award Processor
MENU: NavBar > Navigator > Financial Aid > Financial Aid Term > Maintain Student FA Term
ROLENAME: ZZ FA Term Prcs
CC.015.1.4 Award Adjustment:
MENU: NavBar > Navigator > Financial Aid > Awards > Award Processing > Assign Awards to a Student
ROLENAME: ZZ FA Award Processor
CC.015.1.5 Disbursements:
MENU: NavBar > Navigator > Financial Aid > Disbursement > Process Disbursements
ROLENAME: ZZ FA Disbursements
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