Printing a Direct Loan Promissory Note


Concept


Steps:

  1. Begin by navigating to the Print DL Promissory Note page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the Loans link.

    Step 2
  3. Click the Print Promissory Note 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.

     

    Because there is only one Run Control ID, TRAINING, for the Print DL Promissory Note page, it is immediately displayed without a search page.

    Step 4
  5. Use the Print DL Promissory Note page to print promissory notes for direct lending.

    Step 5
  6. Use the Institution field to create a promissory note communication record for loans originated for the specified institution.

    Step 6
  7. Use the Aid Year field to create a promissory note communication record for loans originated in the specified aid year.

    Step 7
  8. Use the Career field to create a promissory note communication record for loans originated for students in the specified academic career.

    Step 8
  9. You must select Positional in the Ln Output Type and the Report Package fields to use the unlabeled printing format supported by Campus Solutions.

     

    Click the Ln Output Type list.

    Step 9
  10. Click the Positional list item.

    Step 10
  11. You must enter Positional in the Ln Output Type and the Report Package fields to use the unlabeled printing format supported by Campus Solutions.

     

    Click in the Report Package field.

    Step 11
  12. Enter the desired information into the Report Package field. Enter

     a valid value
     e.g.
     "Positional"
    .

    Step 12
  13. If you enter a value in the Document Type field, the system generates output only for the document type selected (where an unprocessed communication record exists).

     

    For example, if you select Pnote, the system only generates output for PLUS Promissory Notes.

     

    Important! If you do not use JetForm, you must select a document type. When you print on pre-printed forms, you must run this process once for each type of document you want to produce.

    Step 13
  14. Click in the From Date field.

    Step 14
  15. Enter the desired information into the From Date field. Enter

     a valid value
     e.g.
     "07/01/2007"
    .

    Step 15
  16. Click in the Thru Date field.

    Step 16
  17. Enter the desired information into the Thru Date field. Enter

     a valid value
     e.g.
     "08/15/2007"
    .

    Step 17
  18. Click in the Number of Copies field.

    Step 18
  19. Enter the desired information into the Number of Copies field. Enter

     a valid value
     e.g.
     "1"
    .

    Step 19
  20. Click the Run button.

    Step 20
  21. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

    Step 21
  22. 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 22
  23. Use the Type field to select the type of output you want to generate for this job. Your four choices are File, Printer, Email, or Web.

    Step 23
  24. Use the Format field to define the output format for the report. The values are dependent upon the Process Type you have selected. In this example, the default value is PDF.

    Step 24
  25. Click the OK button.

    Step 25
  26. You can click the Process Monitor link to verify that the process was successful.

     

    Refer to the Running Reports module for examples of running a process.

    Step 26
  27. Click the Save button.

    Step 27

You have successfully printed a direct lending promissory note.

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