Generate DL Validation Error Report

Purpose:  Use this document as a reference on how to run the Direct Loan Validation Error report using ctcLink.

Audience:  Financial Aid staff, loan processors

Use this report when resolving potential errors prior to outbounding Origination records after you run the validation process. 

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

  • ZD FA DL Reconciliation
  • ZD FA Director
  • ZZ FA DL Reconciliation
  • ZZ FA DIrect Loan Processor

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

Generate Direct Loan Validation Error Report

Navigation:  Financial Aid > Loans > Direct Lending Reconciliation > Validation Errors Report

  1. The DL Validation errors search page displays.
  2. Enter New or Existing Run Control ID.
  3. Select the Add or Search button. The Validation Error Report page will display.
  4. From the Validation Error Report page, enter the:
    • Institution
    • Aid Year
  5. Select the Run button.
  6. The Process Scheduler Request page displays.
  7. Select both options, the Orig/Orig Chg Validate Errors and the Disb Validation Error Report check boxes.
  8. Select the OK button.  
  9. The Validation Error Report page displays.
  10. From the Validation Error Report page, select Process Monitor link.
  11. The Process List page displays.
  12. From the Process List tab, select the Refresh button until Run Status = ‘Successand Distribution Status = ‘Posted'.  
  13. Select the Report Manager link.  The Report Manager page displays.
  14. From the Report Manager page, select the Administration tab.  
  15. From the Administration tab, select FA860A - Orig - Orig Chg Validate Errors.pdf link.  A new window will open and display the report.
  16. Close window to return to Report Manager.
  17. You can also view the Disbursement Validate Error Report by selecting the associated report and following the same steps as previously outlined for the Orig Chg Validate Errors report.
  18. 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

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