Department Responsibility/Role File Name Manage Pell Payments_SPD_20141117132500 Revision Document Generation Date Date Modified Last Changed by sbrock 11.17 Status sent for review 11.20 11/17/2014 1:25:00 PM 2/12/2015 11:03:00 AM Trigger: Required Field(s) Comments Output - Result(s) Comments Additional Information Last changed on: 2/12/2015 11:03:00 AM Page 1
Procedure In this topic, you will learn how to View or change originated Pell payment student records. 1. The Pell Payment process begins with the submission of an origination or origination and disbursement record for payment. You use origination data to verify a student's eligibility, identify possible conflicts with other institutions, and initiate processing the disbursement record. After the origination record is received and processed, you can import an acknowledgment and response from the processor into the Campus Solutions system. The response contains the status, such as accepted, accepted with corrections, duplicate, or rejected. Use the disbursement record to report a disbursement or expected disbursement for each student. After origination is accepted, you can process a disbursement record. If you send both records simultaneously, the system processes originations before disbursement. Page 2 Last changed on: 2/12/2015 11:03:00 AM
2. To sign in to Campus Solutions, go to sis.illinoisstate.edu. Click the Please click here to PeopleSoft logon page link. Last changed on: 2/12/2015 11:03:00 AM Page 3
3. You will be directed to the Campus Solutions logon screen. Enter your User ID and Password then click the Sign In button. 4. Once you sign in, you will see a list of navigation links that relate to your roles and responsibilities. Pell Payment is within the Financial Aid menu. Click the Financial Aid link. Page 4 Last changed on: 2/12/2015 11:03:00 AM
5. Manage Pell Payment is within the Pell Payment folder. Scroll down and click the Pell Payment folder. Last changed on: 2/12/2015 11:03:00 AM Page 5
6. Click the Manage Pell Payment link. 7. To manage a single student's Pell Origination, enter the student's ID. To manage a list of Pell Originations, leave the ID field blank. Enter the Academic Institution ILSTU or use the Look Up button to select from the list. Enter the Aid Year or use the Look Up button to select from the list. Click the Search button. Page 6 Last changed on: 2/12/2015 11:03:00 AM
8. From the Search Results, click the first row link to begin. Last changed on: 2/12/2015 11:03:00 AM Page 7
9. The Pell Origination tab displays Pell information such as the Pell ID, Trans Stat, Orig Stat and Org Details. You can also click the Pell Info and Orig Status links to edit information. 10. From the Pell Information page, edit the Pell information as needed. Click the OK button when finished. Page 8 Last changed on: 2/12/2015 11:03:00 AM
11. The Orig Status link displays the Origination Details. To view additional rows, click the View All link Click the Return link to return to exit. Last changed on: 2/12/2015 11:03:00 AM Page 9
12. The Pell Origination tab also includes tabs for Setup Info and Other Information. Click the Setup Info tab. Page 10 Last changed on: 2/12/2015 11:03:00 AM
13. Click the Other Information tab. Last changed on: 2/12/2015 11:03:00 AM Page 11
14. The Pell Disbursement tab includes Disbursement Detail, COD Info and Other Information tabs. 15. Click the COD Info tab. Page 12 Last changed on: 2/12/2015 11:03:00 AM
16. Click the Other Information tab. Click the Disbursement Details link to view details of the disbursement line. Last changed on: 2/12/2015 11:03:00 AM Page 13
17. Click the Pell Disb/Career tab. You can edit the Career field from the Disb/Career Details tab. 18. Click the Other Information tab. the Career can also be changed from this tab. Click the Disbursement Details link to view the details of the row disbursement. Page 14 Last changed on: 2/12/2015 11:03:00 AM
19. The Disbursement Details displays the action code. If the action has an error, the error will be displayed along with link for the Document ID in error. Click the View All link to see all detail Seq for this line. To exit, click the Return link. Last changed on: 2/12/2015 11:03:00 AM Page 15
20. Click the Pell Origination tab. Page 16 Last changed on: 2/12/2015 11:03:00 AM
21. Pell Trans Stat field. Select a value to reset the status. Values are: Review, On Hold, Ready, Transmitted, and Cancel. For example, if you receive a rejected record, the Pell transaction status is set to On Hold. You can correct the record, change the status to Ready, and resend the origination. After the system has transmitted the record, this field is unavailable until you receive an acknowledgment of the process. Last changed on: 2/12/2015 11:03:00 AM Page 17
22. Pell Orig Stat: Displays the Pell origination status when the system transmits records. Values are: Accepted: Indicates an accepted acknowledgment record. Canceled: Indicates a canceled Pell award from the system. Run origination again to resend. Change to Origination: Indicates that a change was made to the student's origination record. The origination build program sets this status after you run origination. This occurs if you cancel an award or if you select the student's record using the Update Pell Origination check box. Corrected: Indicates an accepted record with corrections. Page 18 Last changed on: 2/12/2015 11:03:00 AM
23. Pell Orig Stat (cont) Originated: Indicates that the origination process ran successfully. Rejected: Indicates a rejected record. If the record is rejected, the system sets the processing status to Review and the transmitted status to On Hold. Transmitted: Indicates that a transmit record has been built and can be exported. A corresponding response record for the student must be received before you can run another process for the student. This includes running the origination build program, requesting an outbound of a subsequent origination record, or running the outbound disbursement process. 24. Update Pell Origination: Select to run origination again. This changes the Pell processing status back to pending. The origination process does not pick up anything with a status other than pending. The Pell Trans Status field must be set to Ready to run origination again. Last changed on: 2/12/2015 11:03:00 AM Page 19
25. Click the Save button. To Maintain/Edit the next record, click the Next in List button. To return to the Navigation Menu page, click the Home link at the upper right of the screen. 26. Congratulations, you have completed Managing Pell Payments. End of Procedure. Page 20 Last changed on: 2/12/2015 11:03:00 AM