9.2 Processing Pell Statement of Accounts File
Purpose: Process the Pell Statement of Accounts file using ctcLink.
Audience: Financial Aid staff.
Message class: PGASxxop, where xx is the aid year.
You must have at least one of these local college managed security roles:
- ZD FA Director
- ZD FA FISAP Prcs
- ZZ FA Aid Year Activation
- ZZ FA Award Processor
- ZZ FA CTC Reports
- ZZ FA College Bound Schlrship
- ZZ FA Direct Loan Processor
- ZZ FA Funds Manager
- ZZ FA ISIR Corrections
- ZZ FA ISIR Processor
- ZZ FA NSLDS Prcs
- ZZ FA Pell Processor
- ZZ FA SAP Prcs
- ZZ FA Verification Prcs
- ZZ FA WCG Eligibility
- ZZ SF Collections
- ZZ Upload Doc ADM
- ZZ Upload Doc ADV
- ZZ Upload Doc SR
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Processing Pell Statement of Accounts File
Upload File
Navigation: NavBar > Navigator > PeopleTools > CTC Custom > Extensions > Upload/Download Files
- The File Upload/Download search page displays.
- On the search page, enter the Academic Institution.
- Enter the Functional Area.
- Enter the Business Process Name or select the Search button to choose from the list.
- Select the Search button.
- The Upload Files tab displays.
- From the Upload Files tab, upload the PGSMxxOP.xxx files.
- Select the Upload File button.
- The File Attachment pagelet displays.
- Choose the PGSSxxop file saved to the computer by selecting the Browse button.
- Once the file is loaded, select the Upload button.
- The process to upload the file is now complete.
- The next step will import the uploaded file.
Import PGAS File
This step populates the ctcLink staging table with data from the Pell Statement of Account file in preparation for processing.
You must have at least one of these local college managed security roles:
- ZD FA ISIR File Prcs
- ZZ FA ISIR File Prcs
- ZZ FA ISIR Processor
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: NavBar > Navigator > Financial Aid> File Management > Import Federal Data Files
- The FA EC File Inbound run control search page displays.
- From the search page, enter a new or existing Run Control ID.
- Select the ADD or Search button.
- The FA Inbound page displays.
- From the FA Inbound page, enter the file path in the Inbound File field matching the PGAS file location.
- Enter the ISIR TG Number.
- Select the Run button.
- The Process Scheduler Request page displays.
- From the Process Scheduler Request page, select the OK button.
- The FA Inbound page displays.
- Note the Process Instance number for reference.
- Select the Process Monitor link.
- The Process List tab displays.
- From the Process List tab, select the Refresh button until the identified process runs to Success and Posted.
- The process to import the PGAS file is now complete.
Pell Statement of Account
This step processes the Pell information loaded to the staging table to then be viewable on the Review Statement of Account pages.
You must have at least one of these local college managed security roles:
- ZD FA Director
- ZD FA Pell Cash Mgmt
- ZZ FA Pell Cash Mgmt
- 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: NavBar > Navigator > Financial Aid> Pell Payment > Cash Management Reports > Review Statement of Account
- The Pell Statement of Acct search page displays.
- On the search page, enter the following:
- EC Transaction ID
- EC Queue Instance
- Pell Batch ID
- Select the Search button.
- The Statement of Account displays.
- From the Statement of Account page, select the Pell Header tab and review details.
- Select the Pell Statement of Acct Summ tab and review details.
- Select the Pell Statement of Acct Detail tab and review details.
- Select the Pell Trailer tab and review details.
- The Pell Statement of Accounts file process is now complete.
- End of procedure.
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