Creating and Printing a Direct Loan Manifest


Concept


Steps:

  1. Begin by navigating to the Populate Manifest page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the File Management link.

    Step 2
  3. Click the Generate Direct Loan Manifest link.

    Step 3
  4. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

    Step 4
  5. In this case, there is only one Run Control ID, TRAINING.  Clicking the Search button will immediately access the page for TRAINING.

     

    Click the Search button.

    Step 5
  6. Use the Populate Manifest page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the report is run.

     

    You indicate which academic institution and what aid year should be included in the manifest.

    Step 6
  7. The Academic Institution field indicates the institution whose promissory notes that you want included on this manifest.

    Step 7
  8. The Aid Year field indicates the aid year for the promissory notes that you want included on this manifest.

    Step 8
  9. Click the Run button.

    Step 9
  10. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

    Step 10
  11. You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field.

     

    For this example, use the default selection.

    Step 11
  12. Click the OK button.

    Step 12
  13. Click the Save button.

    Step 13
  14. Next, navigate to the DL Print PLUS Manifest page.

     

    Click the Loans link.

    Step 14
  15. Click the Direct Lending Management link.

    Step 15
  16. Click the Print Manifest Report - PLUS link.

    Step 16
  17. There are different run control pages for printing PLUS loan manifests and Stafford loan manifests.

     

    A Run Control ID, TRAINING, is set up for printing the PLUS loan manifests.

     

    Step 17
  18. Click the Search button.

    Step 18
  19. Use the DL Print Plus Manifest page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

     

    You can print or reprint PLUS loan manifests by date or by manifest group.

    Step 19
  20. Click the Run button.

    Step 20
  21. Click the OK button.

    Step 21
  22. Next, navigate to the DL Print Stafford Manifest page.

     

    Click the Print Manifest Report-Stafford link.

    Step 22
  23. Use the DL Print Stafford Manifest page to print Stafford loan manifests you have created.

     

    You can print or reprint the manifests by date or by manifest group.

    Step 23
  24. Click the Run button.

    Step 24
  25. Click the OK button.

    Step 25

You have successfully created a direct loan manifest and printed PLUS and Stafford loan manifests.

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