Washington State Board for Community
and Technical Colleges
NSLDS
Transfer
Monitor
2016
FA ERP Support
NSLDS Transfer Monitor
Contents
Assign NSLDS Checklist................................................................................................................................... 2
Validate Checklist ...................................................................................................................................... 4
Create Transfer Monitoring Request .............................................................................................................. 5
Financial Aid History Request ......................................................................................................................... 7
File Transfer Process - Outbound ................................................................................................................... 9
File Transfer Process – Inbound ................................................................................................................... 11
Importing NSLDS Files .................................................................................................................................. 13
Process NSLDS Files...................................................................................................................................... 14
Transfer Alert Report ................................................................................................................................... 15
Complete NSLDS Checklist Item ................................................................................................................... 18
NSLDS Push .................................................................................................................................................. 20
Updated 3/30/16
Page 1
NSLDS Transfer Monitor
Assign NSLDS Checklist
Navigation: Main Menu > Campus Community > Communications > Run 3C Engine
Enter New or Existing Run Control ID
•
Populate the 3C Engine Parameters Tab
–
Process 3C’s section = Population Selection check box
–
Event Selection:
– Academic Institution = Desired Institution
– Administrative Function = FINA
– Event ID = (Description) I-Transfer Alert Process Compl *Note – Event ID will
differ between institutions
Population Selection section:
– Selection Tool = PS Query
– Query Name = CTC_FA_SB_PS_NSLDS_TM_CHKL_REQ
Click Edit Prompts and enter:
– Institution
– Aid Year
– Checklist Item
–
–
* Remember - Click
Preview Selection
and Choose a
student listed to
validate
Updated 3/30/16
Page 2
NSLDS Transfer Monitor
•
•
Populate Manage Duplicate Assignment Tab
–
Under Duplicate Communication Check choose ‘Match’ from the Variable Data
dropdown menu
–
Click Run
Process Scheduler
–
From the Process Scheduler Request page click OK
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Page 3
NSLDS Transfer Monitor
•
Process Scheduler
–
Click Process Monitor
–
Click Refresh until Run Status reads Success and Distribution Status reads Posted
Validate Checklist
Navigation: Main Menu > Financial Aid > View Financial Aid Status
Ensure the checklist has been added to the student checklist
Updated 3/30/16
Page 4
NSLDS Transfer Monitor
Create Transfer Monitoring Request
Navigation: Main Menu > Financial Aid >File Management > NSLDS > Process NSLDS Request
Enter existing or create new Run Control ID
•
Create Transfer Monitoring Request
–
Enter the following in the Parameters section:
–
–
–
–
–
–
Under Population Selection:
–
–
–
–
–
–
–
–
Institution
School Code
Aid Year
Branch Code
File Path
Check the Population Selection checkbox
Choose PS Query from the Selection Tool dropdown menu
Query Name: CTC_FA_SB_PS_NSLDS_REQ
Click Edit Prompts and enter the following:
– Institution
– Aid Year
– Checklist – (The first three letters of the code are institution specific Example:
ESP062)
Under Request Type choose the ‘Transfer Monitor only’ radio button
Under Transfer Monitoring Parameters choose following:
– Enrollment Date = 1/5/20xx (Term Start Date)
– Monitor Begin Date = Current Date
Click Preview Selection Results
Click Run and Click Ok from the Process Monitor page
Updated 3/30/16
Page 5
NSLDS Transfer Monitor
–
Verify that the details in the Message Log file states that the NSLDS Request file <file
path name used above> TRNINFIN.## successfully created.
–
Sample message:
NSLDS Request file /u01/app/psrepo/Interface/CSTRANSFER/WA171/NSLDS2016/
TRNINFIN.01
–
Note the TRNINFIN.xx file created to use during the Upload/Download process
Updated 3/30/16
Page 6
NSLDS Transfer Monitor
Financial Aid History Request
Navigation: Main Menu > Financial Aid >File Management > NSLDS > Process NSLDS Request
Enter existing or create new Run Control ID
•
Create Financial History Request
–
Enter the following in the Parameters section:
–
–
–
–
–
–
Under Population Selection:
–
–
–
–
–
Institution
School Code
Aid Year
Branch Code
File Path
Check the Population Selection checkbox
Choose PS Query from the Selection Tool dropdown menu
Query Name: SFA_NSLDSREQ_ALL
CTC_FA_SB_NSLDS_SUSP_FAH_REQ – Can be used to pull in FA History on
students with suspended ISIR’s
–
Click Edit Prompts and enter the following:
– Institution
– Aid Year
Under Request Type choose the ‘Financial Aid History only’ radio button
–
Click Preview Selection Results
–
Click Run and Click Ok from the Process Monitor page
Updated 3/30/16
Page 7
NSLDS Transfer Monitor
–
Verify that the details in the Message Log file states that the NSLDS Request file <file
path name used above> TRNINFIN.## successfully created.
–
Sample message:
NSLDS Request file /u01/app/psrepo/Interface/CSTRANSFER/WA171/NSLDS2016/
TRNINFIN.02 successfully created
–
Note the TRNINFIN.xx file created to use during the Upload/Download process
Updated 3/30/16
Page 8
NSLDS Transfer Monitor
File Transfer Process - Outbound
Navigation: Main Menu > People Tools > CTC Custom > Extensions > Upload/Download Files
–
–
From the Upload/Download Files page enter the following information:
–
Academic Institution
–
Functional Area
–
Business Process Name
Click Search
Updated 3/30/16
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NSLDS Transfer Monitor
–
From the Upload/Download page click the Download Files tab
–
Enter the desired file name and click Download File
–
A window requesting to select the destination folder on the local machine to save file the opens,
select the desired folder
*Note – This will need to be
done for both files created
Updated 3/30/16
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NSLDS Transfer Monitor
File Transfer Process – Inbound
Navigation: Main Menu > People Tools > CTC Custom > Extensions > Upload/Download Files
–
From the File Upload/Download page enter the following information:
–
Academic Institution
–
Functional Area
–
Business Process Name
–
Click Search
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NSLDS Transfer Monitor
– The File Attachment window will open click Browse to choose the desired file
The TRALRTOP and FAHEXTOP files
will need to be uploaded when the
response is received
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NSLDS Transfer Monitor
Importing NSLDS Files
Navigation: Main Menu >Financial Aid > File Management > Import Federal Data Files
Enter New or Existing Run Control ID
Enter the following:
–
–
File Path with File Name
ISIR TG Number
Click Run
Ensure process runs to Success and Posted
Be sure to run the process for both
the TRALRTOP and FAHEXTOP files
Updated 3/30/16
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NSLDS Transfer Monitor
Process NSLDS Files
Navigation: Main Menu >Financial Aid > File Management > NSLDS > Process NSLDS Files
Enter New or Existing Run Control ID
–
–
Run Options: Choose School/Branch Code Override button
Enter School Code and Branch Code in the School/Branch Code Override fields – Use Lookup
Tool
o The Branch Code will be 00
–
*Note – DO NOT click the All School/Branch Codes radio button
o This will process All School files for all Institutions
Click Run
Ensure process runs to Success and Posted
Updated 3/30/16
Page 14
NSLDS Transfer Monitor
Transfer Alert Report
Reviewing the students included in the Transfer Alert File
Navigation: Main Menu > Financial Aid > File Management > NSLDS > Review NSLDS Flagged Students
Enter School Code and Click Search
Updated 3/30/16
Page 15
NSLDS Transfer Monitor
A list of students will appear for your institution. Click on the ID to open the page to review.
Updated 3/30/16
Page 16
NSLDS Transfer Monitor
After choosing an ID, carefully review the areas in question
Once satisfied click the “Reviewed” box and click Save
The student will then be removed from the list
Updated 3/30/16
Page 17
NSLDS Transfer Monitor
Complete NSLDS Checklist Item
When the response files have arrived and the 7 day waiting period is complete the NSLDS Checklist
items can now be completed
Navigation: Main Menu > Campus Community > Communications > Run 3C Engine
Enter New or Existing Run Control ID
•
Populate the 3C Engine Parameters Tab
–
Process 3C’s section = Population Selection check box
–
Event Selection:
–
–
–
Academic Institution = Desired Institution
–
Administrative Function = FINA
–
Event ID = (Description) C -Transfer Alert Process Compl *Note – Event ID will
differ between institutions
Population Selection section:
–
Selection Tool = PS Query
–
Query Name = CTC_FA_SB_NSLDS_CHKLST_TO_COMP
Click Edit Prompts and enter:
–
Institution
–
Aid Year
–
Checklist Item
Click Preview Selection to review list of students
Click Run
Ensure that Process Monitor reads “Success” and “Posted”
Updated 3/30/16
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NSLDS Transfer Monitor
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NSLDS Transfer Monitor
NSLDS Push
When an institution runs the NSLDS Data Push process, the following updates happen:
‒
Subsidized Aggregate Area: The NSLDS Aggregate Subsidized Outstanding Principal Balance
populates the NSLDS Total field.
‒
Unsubsidized Aggregate Area: The NSLDS Aggregate Unsubsidized Outstanding Principal
Balance populates the NSLDS Total field.
‒
Perkins Aggregate Area: The NSLDS Perkins Total Outstanding Principal Balance populates the
NSLDS Total field.
‒
Pell Aggregate Area: A calculated summary of current award year Pell Disbursed Amounts
populates the NSLDS Total Field
Navigation: Main Menu > Financial Aid > File Management > NSLDS > Update Aggregates with NSLDS
Enter New or Existing Run Control ID
–
–
–
Parameters:
‒
Institution
‒
Aid Year
Report Parameters:
‒
Update NSLDS Data
‒
Check the ‘Preserve Override’ checkbox
Population Selection:
Updated 3/30/16
‒
Selection Tool = PS Query
‒
Query Name = CTC_FA_SB_PS_NSLDS_WEEKLY_PUSH
‒
Click Preview Selection Results to view the list of students receiving updates
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NSLDS Transfer Monitor
Updated 3/30/16
Page 21