ctcLink Learning Opportunities & Support Roundup: March 19, 2025

To plan further ahead or find the latest learning opportunities, as well as notices of cancellation or schedule changes, see the complete calendar at the ctcLink Training & Learning Opportunities Registration page or on the SBCTC meetings and events calendar (apply filters). 

 

 

Learn about how to register, badging opportunities, and more at the Professional & Personal Development Workshops page.

Registering for the workshops is easy!

1. Visit the SBCTC meetings and events calendar
2. Filter by "CTC Professional Development » Personal & Professional Development Suite"
3. Click "Sign up" button to enroll

 

ctcLink Process Alignment: What’s Next?

Process alignment involves creating common, agreed-upon business processes that align with our system's goals and strategies. It ensures that ctcLink system processes remain consistent and efficient. 

Process Alignment: College-driven, Agency-supported, Leadership-endorsed  

Travel & Expense, the initial pilot taskforce, will conclude its work by early spring quarter, so it is time to select the next topic for review!  

Which process should be next? 

Your voice matters!

The Process Alignment Workgroup (PAW) leadership wants everyone to have a chance to be heard, but to also keep moving ahead with decisions. 

To submit an idea for a ctcLink business process that could benefit from systemwide alignment, please complete the Process Alignment Nomination Form. 

Initial review of topics will begin in April. PAW leadership will work with the ctcLink College Collaboration Group and SBCTC ctcLink Support teams to review, prioritize, and finalize the selection for the next effort. 

Please reach out to Jason Hetterle, PAW Team Lead, Wenatchee, Valley College Director of Technology & Enterprise Solutions, if you have any questions or concerns about the Process Alignment Workgroup activities. 

Process Alignment Workgroup (PAW) Seeks Your Bright Ideas About Travel & Expense Processes

The Process Alignment Workgroup (PAW) Travel & Expense (T&E) Taskforce members are hard at work reviewing processes to work toward aligning our system’s 34 colleges in common travel and expense practices. 

The PAW T&E Taskforce pilot team welcomes ideas from travel administrators and any other college personnel who either travel or interact with the travel process on their campuses. 

Get involved 

Submit your thoughts anonymously or add contact information to receive a follow-up at the Bright Ideas: Travel & Expense Suggestion Box. 

The deadline for input is March 21, 2025. 

What is PAW? 

The Process Alignment Workgroup (PAW) is a systemwide, college-led volunteer effort formed at the behest of WACTC presidents to create common ctcLink business processes in the three ctcLink pillars (Campus Solutions, Human Capital Management, and Finance). 

PAW efforts are supported by SBCTC project management office and ctcLink team members, but no additional state or college funds or resources are available to offset these efforts. 

Travel & Expense (including Travel Authorizations and Expense Reports) is the focus of the pilot taskforce. 

Learn more about PAW 

• Process Alignment Workgroup (PAW) Projectin the ctcLink Reference Center 
• Process Alignment Task Forces
• PAW News, travel & expense update: ctcLink CONNECT, March 12, 2025
• PAW News: travel & expense, bright ideas: ctcLink CONNECT, March 5, 2025
• PAW News: overview: ctcLink CONNECT, Jan. 22, 2025

Contact

Please reach out if you have any questions or concerns about the Process Alignment Workgroup activities:

• Lia Homeister, Travel & Expense PAW Taskforce Lead Director of Institutional Research & Effectiveness, ctcLink College Leader, Renton Technical College
• Jason Hetterle, PAW Team Lead, Wenatchee, Valley College Director of Technology & Enterprise Solutions

ctcLink Testing Environment Available for All Staff

Testing directly in Production (the live ctcLink environment) can be dangerous. For this reason, multiple test environments are maintained for testing and development purposes.

ctcLink colleges have an exclusive test environment called Production College Development (PCD). 

If you are new to ctcLink and want to test a process within the system, please see the quick reference guide (QRG) Testing in PCD and Production in the ctcLink Reference Center.

All staff members have access to the PCD test environment.

What can I do in the PCD?

Testing in PCD can include practicing established business processes, developing new business processes, testing security access, developing queries, or researching "What would happen if I did X?" questions. Because PCD is a test environment, any EmplID can be used for testing purposes, including those that belong to real students or staff.

What is a PCD Refresh?

On the first Monday of each month (unless otherwise noted), the PCD test environment is refreshed to match the live ctcLink environment. This means any changes (or mistakes) made in PCD during the month are erased with each refresh.

All staff members have access to the PCD test environment, so you can go wild with testing in PCD, because the slate is wiped clean with each refresh! Users new to PCD can establish their PCD logins by following the "First Time User?" link.

Learn more at Testing in PCD and Production in the ctcLink Reference Center. Please contact your campus ctcLink security administrator if you cannot log in to the PCD test environment.

PCD Refresh and Your Queries: Get Ready!

The PCD (Production College Development) environment will be refreshed from PRD on Monday, April 7, 2025. Beginning Friday, April 4, at noon, PCD will not be available for query development until after the PCD is refreshed.

What you need to do

Make sure any PCD queries you want to keep begin with the prefix DEV_ unless you have submitted a ticket requesting backup of queries that will be used for BI Publisher, Pivot Grid, or nVision reports.

Standard Queries

Any queries in PCD that do not begin with DEV_ will be deleted.

• This applies to all standard Public and Private queries. SBCTC will perform a query backup for in-progress queries (private and public) that meet the DEV_ naming convention.
• This backup will NOT be done by folder. This means if a query is in the DEVELOPMENT folder but doesn’t begin with DEV_ it will be overwritten and lost.

BI Publisher, Pivot Grid, and nVision Queries

Any query used in a BI Publisher, Pivot Grid, or nVision report DOES NOT have to follow the DEV_ protocol as it is very time-consuming to change them back when they are ready to migrate.

Instead, please submit a Service Desk ticket under Data Services – Reporting – Other with the title “PCD Refresh Backup Request.”  Provide the name of the query being developed for use in one of the advanced reporting tools in the request.  These queries will be individually backed up on an as-needed basis.

What to expect

• The queries in the backup will be imported back to PCD after the refresh is complete and a notice is received from Application Services.
• Data Services will send a message to you once our work is complete.
• Please do not log back into PCD after Friday, April 4, at noon but wait until you receive a notification from Data Services.
• Queries that do not follow these naming conventions will be lost

Remember! Naming convention for queries

• Being developed in PCD: MUST begin with the prefix DEV_
• Used for training in PCD: MUST begin with QXX_TRAIN
• Being developed for use in BI Publisher, Pivot Grid, or nVision reports in PCD: MUST begin with the appropriate convention based on the reporting tool being used. Do not follow the DEV_ convention. Request must be sent to Data Services via Service Desk ticket.

Why you need to do it

Queries that do not follow this convention will not be backed up and will be lost.

Contact Emily Mullins, Reporting and BI Solutions Analyst for ctcLink, if you have any questions.

Join a ctcLink Support eList (aka LISTSERVs)

Any Washington state community and technical college ctcLink PeopleSoft users — including SBCTC staff, ctcLink, and IT teams — are encouraged to join one or more ctcLink-related Mailman eLists (aka LISTSERVs).

Find a list — or two or three or four — and join today at ctcLink Support eLists.

Connect with your ctcLink peers and colleagues

• ctcLink Customer Support sends updates, outage notices, changes to configuration, training and workshop opportunities, global and cross-pillar communications to colleges.
• College subject matter experts (SMEs), PeopleSoft users/stakeholders can use the lists to ask  their college peers questions about how they do things in ctcLink, best practices, local training plans, and more. 

Are You Receiving ctcLinkAlerts?

SBCTC uses the ctcLinkAlerts eList to send notices about planned downtime for system updates, production alerts, urgent issues, and any unplanned downtime.

Each college maintains a local ctcLinkAlerts email distribution list (e.g., ctclinkalerts@columbiabasin.edu, ctcLinkAlerts@spscc.edu) which your ctcLink College Leader maintains as needed.

These college lists, not individuals, are subscribed to ctcLinkAlerts@lists.ctc.edu.

It’s each college’s choice who to include, but typically colleges include their local ctcLink leadership, local ctcLink committee or taskforce members, key subject matter experts, IT, Help Desk, and PIO.

How to Check the Status of an Enhancement Request

The ctcLink Customer Services Teams have documented all Enhancement Request (ER) forms submitted.

The ctcLink Enhancement Request Status lists are updated the first and third Wednesday of each month to align with the ctcLink Working Group calendar.

You can see where each Enhancement Request is in the governance review process, approval status, and/or any other actions taken in a couple of different views.

High-Level Summary At-a-Glance

The Full Enhancement Request List is sorted by status.

Online Admissions Application Portal (OAAP) Demographics Collection Changes

Demographics collection changes are being made to the OAAP.

Compliance review under the Keep Washington Working Act led to the removal of citizenship questions from the admissions application. Residency determination will be based on affidavit and supplementary questions.

The changes are currently in a code freeze due to a PeopleTools update and are expected to be implemented with PeopleTools update on April 26, 2025.

They are working on determining what to do with the data already collected, with a focus on removing it to have consistent data. The team is also considering the potential impact on financial aid and 1098-T tax forms, as well as the need to mitigate confusion for students.

What’s changing?

The following development changes are being implemented to ensure compliance with the Keep Washington Working (KWW) Act and to enhance the OAAP:

• Dynamic Residency Questions: Updating the residency questions to display dynamically using the Residency Affidavit.
• Removal of Citizenship/Visa Information: Removing citizenship and visa information from the application, including from in-progress applications.

Implementation Timeline

• Official communication about the removal of citizenship question from the admissions application will be shared within the next 1-2 weeks.
• Awaiting final legal approval.
• Colleges will conduct user acceptance testing (UAT) on the revised admissions application with citizenship question removed in April 2025.

CS Support Updates

New Coding for Undergraduate Research Experience

New coding is available to identify courses which include undergraduate research experience (URE). The WA Consortium for Undergraduate Research and Equity (WASURE) will work with faculty on the use of the new course attribute. 

What’s changing?

Beginning Spring 2025, any course incorporating an undergraduate research experience must be coded with a Course Attribute code of SURE. A supporting query to validate coding is available:  QCS_AC_CLASS_BY_ATTR 

This is a way to track student outcomes related to this high-impact practice within and across colleges. See the SBCTC Student & Course Coding Manual for more information.

As a reminder, the Report Catalog has supporting program queries and reports.

Background

For this coding, we define an URE as a research project that is included in the course curriculum, expanding research opportunities to all students.  Research experience can occur across the curriculum including, but not limited to, those in introductory (survey) and specialized research courses.

UREs often include some or all of the following characteristics:

• Research is embedded into the course curriculum.
• All students engage in the research project for a significant amount of time.
• Students are engaged in hands-on, active learning and discovery.
• Students have some ownership and autonomy to make decisions within the research experience.
• Students work collaboratively on the project.
• Students engage in iteration (building on prior knowledge, repeating experiments, or using multiple approaches to address the research question)
• Students utilize the research methodology of the discipline and get experience investigating authentic and relevant questions in the discipline. 
• Students communicate their research outcomes in some manner that replicates professional norms (i.e., presentations, publications, research posters, etc.).

Questions?

For questions regarding the coding, contact Lou Sager, Data Warehouse Associate Director. For questions about the Undergraduate Research Experience, contact Irene Shaver, Climate Solutions Program Administrator.

Update to CS Pillar Population Selection File Map Access

To enhance system security and protect data integrity, the ability to create or update file maps has been restricted in the Campus Solutions (CS) pillar.

College users still have access to upload files and can view and select from existing reusable public and private file maps; however, the creation of new file mappings is restricted to SBCTC.

Why this change?

• Helps prevent the creation of excessive or incorrect file maps which can impact system performance and data accuracy.
• Prevents users from editing global file maps and disrupting those in use by other colleges.

Questions?

Almost all CS processes already have public file maps available for use by users uploading .csv files.

If you encounter a process that does not have a public file map available for your use, or if you have a case for creating an additional file map, please review the new Population Selection File Maps QRG for more information on how to submit a ticket to request a file map.

Please email the CS Support team if you have any questions.

Admissions: Start off Strong!

We’re pleased to announce a new quick reference guide QRG: Maintaining Applications: Program/Plan & Admit Term Updates Before Matriculation.

This new QRG provides a step-by-step guide for making any data changes needed to an Application for Admission that has not yet been matriculated. The QRG covers how to make changes for applications in the current term as well those involving a future term.

It also touches on some options for tracking those changes (comments, actions reasons).

Shared SSNs

Have you reviewed the Duplicate SSN by Term – More Than One EMPLID QARS report recently? 

This returns EMPLIDs that are using an SSN found on another EMPLID.  Sometimes this is a duplicate EMPLID situation, sometimes not.  Either way, it WILL cause reporting issues if it’s not fixed! 

Please review this report for your college and see if there’s a duplicate that needs to be reported or just bad SSN data that needs to be updated. If you have determined that the wrong SSN has been assigned to an individual who is not a student at your institution, please submit a verified SSN ticket and CS Core Support will remove the SSN and document it’s removal on your behalf.

CS Core Learning Opportunities

Cross-Pillar (CS/HCM/SF) End-to-End Class Building Workshops

• Tuesday, March 25, Class Building Workshop Day 1
  • 9 a.m. to 12 p.m.: Course Catalog Management & Class Building
  • 12 to 1 p.m.: Lunch break
  • 1 to 3 p.m.: Class Instructor Assignment & Faculty Workload Processing
• Thursday, March 27, Class Building Workshop Day 2
  • 9 a.m. to 12 p.m.: Adding Course & Class Fees
  • 12 to 1 p.m.: Lunch break
  • 1 to 3 p.m.: Open Q & A for CS Core, HCM, and SF college users

This session is for everyone who builds any classes.  Whether you are new to class building or someone who could benefit from a refresher on how the puzzle pieces fit together, this workshop is for you! 

During the workshop, we will provide an overview of the basics, go over some common mistakes to avoid, and engage users in a session full of “aha!” moments that help you feel connected and supported in the work you do.

In addition to your regular class builder(s), please extend this invitation to those on your campus who build classes as one of many tasks.  Our goal is to engage staff in those departments that provide comprehensive service to a specific population or area (e.g., ABE, DOC, CE), who also build classes and who may not generally be included in opportunities such as this one. 

College users are welcome to attend all workshop sessions or only the session(s) relevant to your work. There is no sign-up or session preparation required; simply add the meeting invite to your calendar and we look forward to seeing you there!

Questions? Contact CS Support.

CS Core and HCM Cross-Pillar Training: Search/Match: Your Frontline Defense Against Duplicate IDs

Wednesday, March 26, 8:30 to 10 a.m., Learn more and join the session

In this session, we will explore practical strategies to prevent duplicate records. We will discuss best practices for Search/Match and review appropriate actions when duplicates are identified. We look forward to your participation and insights.

When adding a new individual to PeopleSoft, the process should always begin with Search/Match to prevent duplicate records and unnecessary new EMPL IDs. The Search/Match functionality reviews existing records to determine if the individual is already in the system. This may be true if they are current or former employees, current or former students at your institution, or students at another ctcLink institution.



In the new hire business process, Search/Match is essential for verifying that an EMPL ID or SSN does not already exist within the HCM or Campus Solutions environments before proceeding with a hire. Skipping this step can result in multiple EMPL IDs for a single employee, creating administrative challenges and data inconsistencies. Since personal data is not visible for verification until the hiring process is complete, conducting this search early is vital for maintaining data integrity.



Duplicate EMPL IDs often arise when new biographical and demographic (bio/demo) information entered into PeopleSoft differs slightly from existing data. Although the system issues warnings when potential duplicates are detected, users sometimes disregard these alerts, leading to duplicate records.


FA/SF/FIN Cross-Pillar Training: End-to-End Reconciliation

Monday, May 5, 1-3 p.m., Learn more and join the session

Join functional trainers from the SBCTC Financial Aid, Student Financials, and Finance teams in this knowledge-sharing session and gain valuable reconciliation resources and tips.

Presenters: Kelly Forsberg, Financial Aid; Alec Risk, Student Financials; Karen Ebert, Finance.

Questions? Contact Alec Risk

CS Core Training

CS Core Trainings, a valuable learning opportunity, are held on the third Wednesday of every month from 8:30 a.m. to 10 a.m. The dates may change, and notifications will be sent in advance. The CS Core training alternates between refreshers and different process approaches. We highly value your participation and welcome all end-users to attend these training courses. You can find details about upcoming meetings on the SBCTC Calendar, CS Core Weeklyish CORErespondence, and CS Core listserv. Please visit the QRG Campus Solutions Learning Opportunities Recordings for a list of previous recordings.

CS Core Training: Term Withdrawals

Wednesday, April 9, 2025, 8:30 – 10 a.m., Learn more and join the session

Join us for an essential training session to ensure your college accurately records term withdrawals and maintains compliance with reporting requirements.  Your participation is vital to ensure compliance and seamless reporting.

This training will guide you through the Term Withdrawal process, which is crucial for:

• Accurately recording student withdrawals for Financial Aid offices.
• Meeting National Student Clearinghouse (NSC) reporting requirements.

Key Highlights:

• Understanding the Term Withdrawal process post-census date.
• Learning to record dates for students who withdraw from all classes, resulting in zero units.
• Clarifying that this process applies only to full-term withdrawals and excludes partial course withdrawals.

Module(s): Student Records

Primary Audience: Staff involved with the Term Withdrawal process.

Related QRGs: Processing Term Withdrawals, Processing Term Withdrawals to Recognize 100% Refunds

Prerequisite Course(s): SR102 Beginning of Term Processes

CS Core Training: Processing Deceased Students

Wednesday, May 21, 2025, 8:30 -10 a.m., Learn more and join the session

Join us for a thoughtful and informative training session designed to guide you through the sensitive process of managing records for deceased students with professionalism, empathy, and adherence to institutional policies.

Topics:

• Systematic steps to handle deceased students' records respectfully.
• Best practices for institutional compliance.

This training aims to equip you with the knowledge and tools to navigate this responsibility with care and confidence.

Module(s): Student Records

Primary Audience: Records Staff

Related QRGs: Processing a Deceased Student Record, Entering Decedent Data

CS Core Work Sessions

Campus Solutions (CS) Core Work Sessions, open to ALL end users, are generally held the first Thursday of each month, from 1 to 3 p.m., but may be offered on an alternative schedule (e.g., to accommodate holidays).

The CS Functional Support team facilitates, alternating between functional team delivered content and college user delivered content with functional team support. Each meeting includes time for colleges to ask questions about other topics or service tickets.

In 2025, CS Core Work Sessions will:

• Include community engagement within each session (rather than have a formal, predetermined college panel).  As possible, we will post the anticipated questions ahead of time so that you can be prepared.
• Dedicate at least the last half hour (2:30-3:00 pm) to Open Q&A. 
• If the scheduled session ends early and all related questions have been answered, Open Q&A will begin (i.e., it may begin earlier than 2:30 but will begin no later than 2:30)

Find details on the SBCTC Calendar and in the CS Core Weeklyish COREspondence (sent on Fridays to the CSSupport listserv).

Core Sessions: College System & SBCTC Calendar

Coming up next!

Join us for CS Core Work Session:  ctcLink Student Alert on Thursday, April 3.

The Advising and Retention team at Bates Technical College has implemented and successfully engages faculty, staff, and students in the utilization of a student alert system.

We are excited to share their current Student Alert Process, including the research and methods used to develop a responsive alert system that is regularly utilized and accessible by faculty and staff, empowering them to connect our diverse student body with resources to support their success and wellbeing.

Our goal for this session is to provide a foundation for the research-based establishment of an early alert system, strategies for faculty training and engagement, and to discuss strengths and opportunities for growth with the Student Alert Process.

College Community Share Questions (optional college participation)

• What are some barriers or concerns your college is experiencing around engagement with a student alert system?
• Keeping in mind your goals and intentions for your college's student alert system, what would successful implementation and/or utilization look like for your college?
• What are the three most prominent student success and wellbeing concerns that your college is planning to address through the student alert system?

Questions? Contact CS Core Support.

FIN Updates

Is Your Journal Import Template Working for You?

Anyone who uses the journal import knows how fussy it can be. Now’s the time to think about how your Journal Import Template works for you.

Many of you only use Journal Import towards the end of the year, but if you test now that will give support team a head start on getting yours to work properly.

Just some quick things to consider:

• Be sure you have the latest download from the Journal Spreadsheet Template QRG
• Remember, never open the macro portion or it will be corrupted.
• Save all three files to a folder ALL by themselves – and as few levels as possible (never combine with prior saves of the template files).
• Do not save your files to OneDrive (the macro will not play nice).
• For now (because of a bug) we can only do Import Now, so make sure you DO NOT check mark “Budget Check Journals” in the set-up.

If you are having password issues, be sure to speak with your IT about syncing your passwords.

If you need a short video on how to load this, send a request to Brandy Eismon, SBCTC Functional Analyst. If all else fails, submit a ticket and Brandy will be happy to assist.

FIN Learning Opportunities

FA/SF/FIN Cross-Pillar Training: End-to-End Reconciliation

Monday, May 5, 1-3 p.m., Learn more and join the session

Join functional trainers from the SBCTC Financial Aid, Student Financials, and Finance teams in this knowledge-sharing session and gain valuable reconciliation resources and tips.

Presenters: Kelly Forsberg, Financial Aid; Alec Risk, Student Financials; Karen Ebert, Finance.

Questions? Contact Alec Risk

Travel and Expenses Q&A Drop-In

Recurring every SECOND Monday of the month, 11 a.m. to noon, join us for a collaborative, interactive and troubleshooting drop-in support session on everything Travel and Expenses. This session is not recorded, unless otherwise noted.

• 11 – 11:30 a.m., Training: Come learn or share something new.
• 11:30 a.m. - 12 p.m., Q&A: Please come with your questions or issues and be ready to share your screen.

FIN Work Session: Grants/Projects Q&A Drop-In Sessions

NEW! Recurring every SECOND Monday of the month at 11 a.m. join the ctcLink Finance Customer Support team for a collaborative, interactive and troubleshooting drop-in session on everything Grants/Projects.

Questions? See the contact information listed in the event calendar listings below.

Need help setting up FY25 grants? Feel free to reach out to Michele Rockwell, MSML, ctcLink Finance Functional Analyst.

You are invited to drop in with any questions related to grants and projects at the open Q&A sessions.

FIN Work Session: Asset Management Q&A

Every third Tuesday from 11 a.m. to noon, join the ctcLink Finance Customer Support team for a collaborative, interactive and troubleshooting drop-in session on all things Asset Management.

• 11 – 11:30 a.m., Training: Come learn or share something new.
• 11:30 a.m. - 12 p.m., Q&A: Please come with your questions or issues and be ready to share your screen.

Some examples of topics:

• Tagging Active Assets
• Excel to CI Asset Upload
• Processing issues
• General questions

Finance (FSCM) College Users Production Support Meetings

Meetings are held every Tuesday, from 2 to 3 p.m.

These sessions are open to ALL Finance (FSCM) end users. The ctcLink Finance Customer Support team provides updates on Service Tickets, PeopleSoft enhancements, and open forum time to ask questions or request future topics.

The ctcLink Finance Subject Matter Experts list received a calendar invitation to Upcoming Finance Users Production Support meetings.

Didn’t get the invitation? Reach out to Shon Dicks-Schlesinger, Associate Director of Finance Functional Support.

Monthly Student Finance/General Ledger SF/GL Open Forum

Every second Wednesday, 2 to 3 p.m., the SBCTC Business Operations Accounting team invites you to bring your questions (and solutions) to share during this open forum meeting space for all things Student Finance/General Ledger (SF/GL) related.

There is no formal agenda as we welcome all questions about everything from item types and second journal sets to waivers, queries, or internal cash reconciliation.

See the SBCTC meetings and events calendar and look for ctcLink Accounting Team: SF/GL Open Forum Meeting.

FA/SF/FIN Cross-Pillar Work Session Reconciliation Show & Tell

Thursday, June 5, 2025, 1-3 p.m., Learn more and join the session

Join us for a cross-pillar work session as SBCTC hosts esteemed colleagues from Bellevue College in a Webex on the hot topic of reconciliation!

Guest speakers Christine Taylor, Financial Aid Director; Jennifer Fetters, Associate Director of Student Center-Financial Aid; and Jennifer McMillan, Finance Manager, will walk through their local business process on reconciliation for Pell, Direct Loan, and state funds. 

This session emphasizes the importance of interdepartmental communication during monthly reconciliation processes and reviews key steps unique to Bellevue College in their local reconciliation business process.

Audience:  FA, SF and FIN staff responsible for reconciling federal and state funding

A Financial Aid Focus

ED Announces New Report to Mitigate Additional NSLDS Postscreening Delays

On Friday, the Department of Education (ED) issued a new electronic announcement (EA) as a follow-up to its January 10 announcement that NSLDS Postscreening Results would not appear on Institutional Student Information Records (ISIRs) until “early Spring 2025,” delayed from an earlier promise that this functionality would be operational in late 2024.  Read the NASFAA announcement.

FA Weeklyish Bulletin

Trying to recall that one thing from the ctcLink Financial Aid listserv FA Weeklyish Bulletin? Don’t miss a thing! Revisit past editions in the FA Weeklyish Bulletin Archive at the ctcLink Reference Center.

FA Query Corner

Updates to Assign and Waive Checklist Queries:

• QCS_FA_SB_WV_016_02 has been moved to PRD (a Waive Checklist query)
  • Description: On the FAFSA, if the student answers Yes to the initial question of being homeless or at risk and also answers yes to any of the other 4 questions about agencies that made the homeless or at-risk determination then it would select the student to Waive the checklist as they have self-identified that their homeless determination has been made by a valid source.
  • Action: The QCS_FA_SB_WV_016_02 query is an optional waiver query.  If you want to use this query, you can update Query Name to the QCS_FA_SB_WV_016_02 query in your “Proof of Homeless Youth” Checklist 3C Run Control.
• QCS_FA_SB_WV_162 has been moved to PRD (another Waive Checklist query)
  • Description: On the FAFSA, if the student no longer has indicators of Special Circumstance who do not have the prompted Checklist value, this query will Waive the Unusual Circumstances Rejected FAFSA checklist.
  • Action: This query can be added to the Query Name field on your “Unusual Circumstance Rej FAFSA” Checklist Run Control ID with the FISExx162W Event ID.
• CTC_FA_SB_AD_060 (Assign) and CTC_FA_SB_WV_060 (Waive) “Citizenship Status” queries were updated to include comment code 288.
  • Description: The U.S. Department of Homeland Security’s United States Citizen and Immigration Service has identified an existing case. In addition, criteria to look at comment codes used prior to aid year 2024-2025, have been removed.
  • Action: None required

FA Support Updates

Helpful Reconciliation Reminders

• The Direct Loan 23/24 close out deadline is Friday, July 31, 2025: Direct Loan Closeout Information for 2023–24 Program Year | Knowledge Center
• It is (always) time to load your pgas files!  Pgas files are the Pell Electronic Statement of Accounts which you should be using to reconcile the Federal Pell Grant program.  Note, you may receive multiple pgas files each month to aid you with tracking Net Accepted and Posted Disbursements.

From the FSA Handbook, Vol 4, Ch 5 – Reconciliation in the Pell Grant and Campus-Based Programs, on or around pg 6:

Pell Grant electronic statement of account (ESOA) - The ESOA summarizes the status of a school’s current funding level (CFL) versus the net drawdown for that award year. In addition, the ESOA provides (for the current processing day only) the YTD unduplicated recipient count, the YTD total accepted and posted disbursements, the YTD total administrative cost allowance (ACA) paid to schools, and the net drawdown payments in G6 up to the current processing day. That is, it provides the sum of school-initiated drawdowns, direct payments for obligate/pay accounts, adjustments (+/–) less refunds, and returns.

Known FAFSA Issues QRG

SBCTC continues to update the FAFSA Simplification 2024-2025 Known Issues in ctcLink QRG.

Please check back with this document at least once a week. New bug findings are being added as we find them. This document contains the issue at hand, potential workarounds, and timelines expected to resolve the issues.

FA Learning Opportunities

Financial Aid Training

Fin Aid Training: Intermediate Reconciliation Queries Review

Tuesday, April 8, 2025, 9 to 11 a.m., Learn more and join the session

This intermediate level session is a review of the reconciliation queries found in the Fund Management Business Processing Guide.

Objectives

• Understand how to work examples in the reconciliation queries in the Fund Management Business Processing Guide
• Understand how often these should be worked and impacts to not running them in a timely manner 

Audience:  FA Staff responsible for account reconciliation.

Contact Kelly Forsberg, ctcLink Functional Trainer (Financial Aid).

Fin Aid Training: Intermediate WCG Interim Error Report Review

Tuesday, April 22, 2025, 9 to 11 a.m., Learn more and join the session

This Fin Aid Training Session is an intermediate review on the Washington College Grant (WCG) Interim Error Report, from examples found in the FA206 Intermediate FA Reporting Canvas course and the Troubleshooting section in the WCG Interim Business Processing Guide.

Objectives: Understand how to work error examples in the WCG Interim Error Report

Audience:   FA Staff responsible for account WCG Reporting and reconciliation.

Contact Kelly Forsberg, ctcLink Functional Trainer (Financial Aid).

Fin Aid Training for Header Colleges Only: Loan Set Up for Schema 5.0c and 25/26 Loan Processing

Tuesday, June 17, 2025, 9 a.m. to 12 p.m., Learn more and join the session

Join this hands-on workshop to set up/adjust your Run Controls for the 2025-2026 AY in preparation for sending out your Direct Loan files for the Summer Term. 

Audience:  Header College Financial Aid Staff responsible for Direct Loan Origination and Outbounding

Agenda

• Updating/checking Loan Fee Set Up
• Updating/checking Loan Fee in Item Types Set Up
• Updating/checking the Loan Fee in Create Loan Types pg
• Updating the Process Loans Run Control ID parameters to 2025 AY
• 10:30 to 10:45 a.m.: Break
• Updating the EY Summer Include & Summer Exclude Run Control ID parameters to 2025/2026 dates and AY.
• Updating the EY Process Loan Dates Run Control ID to 2025 AY.
• Updating the Schema to 5.0b on the EY Generate Direct Loan Data pg.
• Updating and/or creating EY Run Control IDs for your Direct Loan Reports

Contact Kelly Forsberg, ctcLink Functional Trainer (Financial Aid).

Financial Aid Work Sessions

EdConnect Show & Tell

Thursday, March 27, 2025, 1 – 3 p.m., Learn more and join the session

Only Financial Aid staff with EdConnect access should attend.

Lorena Saucedo, Assistant Director of Financial Aid (Tacoma Community College) & Kelly Forsberg, (SBCTC) ctcLink FA Functional Trainer, will present this session geared towards newer users.

Join your colleagues to learn from our valued FA community member, Lorena Saucedo, Tacoma Community College Assistant FA Director,  in a financial aid community Show & Tell on how to send/receive files in EdConnect, how to identify varying message class files, what to look for and just general functionality in a system YOU in FA need to perform your jobs.

Contact Kelly Forsberg, ctcLink Functional Trainer (Financial Aid).

FA/SF/FIN Cross-Pillar Work Session Reconciliation Show & Tell

Thursday, June 5, 2025, 1-3 p.m., Learn more and join the session

Join us for a cross-pillar work session as SBCTC hosts esteemed colleagues from Bellevue College in a Webex on the hot topic of reconciliation!

Guest speakers Christine Taylor, Financial Aid Director; Jennifer Fetters, Associate Director of Student Center-Financial Aid; and Jennifer McMillan, Finance Manager, will walk through their local business process on reconciliation for Pell, Direct Loan, and state funds. 

This session emphasizes the importance of interdepartmental communication during monthly reconciliation processes and reviews key steps unique to Bellevue College in their local reconciliation business process.

Audience:  FA, SF and FIN staff responsible for reconciling federal and state funding

HCM Learning Opportunities

Cross-Pillar (CS/HCM/SF) End-to-End Class Building Workshops

• Tuesday, March 25, Class Building Workshop Day 1
  • 9 a.m. to 12 p.m.: Course Catalog Management & Class Building
  • 12 to 1 p.m.: Lunch break
  • 1 to 3 p.m.: Class Instructor Assignment & Faculty Workload Processing
• Thursday, March 27, Class Building Workshop Day 2
  • 9 a.m. to 12 p.m.: Adding Course & Class Fees
  • 12 to 1 p.m.: Lunch break
  • 1 to 3 p.m.: Open Q & A for CS Core, HCM, and SF college users

This session is for everyone who builds any classes.  Whether you are new to class building or someone who could benefit from a refresher on how the puzzle pieces fit together, this workshop is for you! 

During the workshop, we will provide an overview of the basics, go over some common mistakes to avoid, and engage users in a session full of “aha!” moments that help you feel connected and supported in the work you do.

In addition to your regular class builder(s), please extend this invitation to those on your campus who build classes as one of many tasks.  Our goal is to engage staff in those departments that provide comprehensive service to a specific population or area (e.g., ABE, DOC, CE), who also build classes and who may not generally be included in opportunities such as this one. 

College users are welcome to attend all workshop sessions or only the session(s) relevant to your work. There is no sign-up or session preparation required; simply add the meeting invite to your calendar and we look forward to seeing you there!

Questions? Contact CS Support.

HCM Training

CS Core and HCM Cross-Pillar Training: Search/Match: Your Frontline Defense Against Duplicate IDs

Wednesday, March 26, 8:30 to 10 a.m., Learn more and join the session

In this session, we will explore practical strategies to prevent duplicate records. We will discuss best practices for Search/Match and review appropriate actions when duplicates are identified. We look forward to your participation and insights.

When adding a new individual to PeopleSoft, the process should always begin with Search/Match to prevent duplicate records and unnecessary new EMPL IDs. The Search/Match functionality reviews existing records to determine if the individual is already in the system. This may be true if they are current or former employees, current or former students at your institution, or students at another ctcLink institution.



In the new hire business process, Search/Match is essential for verifying that an EMPL ID or SSN does not already exist within the HCM or Campus Solutions environments before proceeding with a hire. Skipping this step can result in multiple EMPL IDs for a single employee, creating administrative challenges and data inconsistencies. Since personal data is not visible for verification until the hiring process is complete, conducting this search early is vital for maintaining data integrity.



Duplicate EMPL IDs often arise when new biographical and demographic (bio/demo) information entered into PeopleSoft differs slightly from existing data. Although the system issues warnings when potential duplicates are detected, users sometimes disregard these alerts, leading to duplicate records.


HCM Work Sessions

Human Capital Management (HCM) meetings are held every other Wednesday, from 1 to 3 p.m. The HCM Functional team along with the training team offers Work Sessions and Training Sessions around the different functionality in HCM.

For calendar details, search the ctcLink Learning Opportunities calendar at SBCTC meetings and events and apply Human Capital Management filter.

Questions? Contact HCM Customer Support.

Student Financial Responsibility Agreement (SFRA) UAT Update

General Student Communication Template

A draft student communication outlining the SFRA template and sample text for a local SFRA webpage has been added to the SFRA QRG resources for your institution’s consideration. To access it, visit SFRA QRG > Resources > Student SFRA Communications Template/Info.

SFRA Start Adjustment

Based on college feedback and internal discussions, the SFRA year will now begin in the summer term instead of the fall term. This change will be implemented in the production environment, so please consider its impact when testing in PCD.

SFRA Excluded Populations

In accordance with the Revised Code of Washington (RCWs) and the federal regulations encompassed by the Student Financial Responsibility Agreement (SFRA), SBCTC affirms that only specific student populations are excluded from the SFRA requirements. The current exclusion list includes:

• Students under the age of 18
• Running Start students
• Students enrolled 100% in Basic Education for Adults (BEdA) programs
• Open Doors students
• Department of Corrections (DOC) students
• Continuing Education (CNED) students

As outlined in the applicable regulations, the SFRA extends beyond tuition and fees to encompass all charges that a student may incur at their institution. It is the responsibility of the student to acknowledge and accept financial responsibility for all potential charges as part of their enrollment. SBCTC will conduct an annual review of the SFRA structure and exclusion list to ensure alignment with evolving system changes, policies, and regulatory updates.

Refinements to Excluded Populations

Based on feedback from UAT sessions, the SFA mass assign job will be updated to improve the accuracy of excluded populations:

• BEdA – The TS program plan stack has been added to ensure broader inclusion.
• Open Door Students – SHS2, SHS3, SHS4 student groups have been added.

QRG Updates

In addition to templates and background information, the SFRA Resources QRG includes:

• UAT Q&A: The March 3 session document is now available for review.
• UAT Survey: The survey will be sent in the coming weeks and will include questions on process understanding, language and configuration validation, go-live term/date selection, and a section for specific comments or concerns.
• Recording Links: Presentation video recordings are now available under Resources > Presentation Video Recordings in the QRG.
• Mass Assigning Service Indicators: By request, we have added information on mass assigning service indicators under the Resources section of the SFRA. A link to the QRG can be found under the Mass Assign Service Indicators dropdown.

We appreciate your continued engagement and feedback throughout this process.

Please reach out to SFSUPPORT@SBCTC.EDU with any questions or concerns during testing.

SF Learning Opportunities

Please feel free to reach out to SFSupport@sbctc.edu if you have any questions or need further clarification.

• The Student Financials Learning Opportunities Recordings QRG is a comprehensive list of all previous SF-related recordings.
• Previous SF DL Blasts can be found within Student Financials Resources.

Cross-Pillar (CS/HCM/SF) End-to-End Class Building Workshops

• Tuesday, March 25, Class Building Workshop Day 1
  • 9 a.m. to 12 p.m.: Course Catalog Management & Class Building
  • 12 to 1 p.m.: Lunch break
  • 1 to 3 p.m.: Class Instructor Assignment & Faculty Workload Processing
• Thursday, March 27, Class Building Workshop Day 2
  • 9 a.m. to 12 p.m.: Adding Course & Class Fees
  • 12 to 1 p.m.: Lunch break
  • 1 to 3 p.m.: Open Q & A for CS Core, HCM, and SF college users

This session is for everyone who builds any classes.  Whether you are new to class building or someone who could benefit from a refresher on how the puzzle pieces fit together, this workshop is for you! 

During the workshop, we will provide an overview of the basics, go over some common mistakes to avoid, and engage users in a session full of “aha!” moments that help you feel connected and supported in the work you do.

In addition to your regular class builder(s), please extend this invitation to those on your campus who build classes as one of many tasks.  Our goal is to engage staff in those departments that provide comprehensive service to a specific population or area (e.g., ABE, DOC, CE), who also build classes and who may not generally be included in opportunities such as this one. 

College users are welcome to attend all workshop sessions or only the session(s) relevant to your work. There is no sign-up or session preparation required; simply add the meeting invite to your calendar and we look forward to seeing you there!

Questions? Contact CS Support.

FA/SF/FIN Cross-Pillar Training: End-to-End Reconciliation

Monday, May 5, 1-3 p.m., Learn more and join the session

Join functional trainers from the SBCTC Financial Aid, Student Financials, and Finance teams in this knowledge-sharing session and gain valuable reconciliation resources and tips.

Presenters: Kelly Forsberg, Financial Aid; Alec Risk, Student Financials; Karen Ebert, Finance.

Questions? Contact Alec Risk

SF Training

SF Training: Item Types 101

Monday, April 14, 2025, 1 to 3 p.m., Learn more and join the session

This is an introduction-level class to Item Types and Student Financials Configuration. This training is designed for new employees and individuals who would like a refresher on Item Type basics. We will discuss the foundational aspects of Item Types including configuration and flow.

In this session, we may cover:

• Item Type Numbering and Configuration
• Refund Indicators
• Priority - Charge Priority List/Payment Priorities/ Overall Priority
• How to create new Item Types

Primary Audience: College staff who deal with Student accounts and want a better understanding of how Item Types work.

Related QRG: Understanding Item Types

Prerequisite Course: SF100 - Student Financials Fundamentals

SF Training: Item Types 102

Monday, April 21, 2025, 1 to 3 p.m., Learn more and join session

This is a moderate-level class for Item Types and Student Financials Configuration. This training is designed for new employees and individuals who would like a refresher on Item Type basics. We will discuss the practical application of Item Types.

In this session, we may cover:

• Understanding View Customer Accounts
• Tuition Calculation
• Term Fees
• Posting a Charge

Primary Audience: College Staff who deal with Student accounts and want a better understanding of how Item Types work.

Related QRG: Understanding Item Types

Prerequisite Course: SF100 - Student Financials Fundamentals

Presenter/Facilitator: Alec Risk, SBCTC Student Financials Functional Trainer

SF Work Sessions

Monthly Student Finance/General Ledger SF/GL Open Forum

Every second Wednesday, 2 to 3 p.m., the SBCTC Business Operations Accounting team invites you to bring your questions (and solutions) to share during this open forum meeting space for all things Student Finance/General Ledger (SF/GL) related.

There is no formal agenda as we welcome all questions about everything from item types and second journal sets to waivers, queries, or internal cash reconciliation.

See the SBCTC meetings and events calendar and look for ctcLink Accounting Team: SF/GL Open Forum Meeting.

FA/SF/FIN Cross-Pillar Work Session Reconciliation Show & Tell

Thursday, June 5, 2025, 1-3 p.m., Learn more and join the session

Join us for a cross-pillar work session as SBCTC hosts esteemed colleagues from Bellevue College in a Webex on the hot topic of reconciliation!

Guest speakers Christine Taylor, Financial Aid Director; Jennifer Fetters, Associate Director of Student Center-Financial Aid; and Jennifer McMillan, Finance Manager, will walk through their local business process on reconciliation for Pell, Direct Loan, and state funds. 

This session emphasizes the importance of interdepartmental communication during monthly reconciliation processes and reviews key steps unique to Bellevue College in their local reconciliation business process.

Audience:  FA, SF and FIN staff responsible for reconciling federal and state funding

New Coding for Undergraduate Research Experience

New coding is available to identify courses which include undergraduate research experience (URE). The WA Consortium for Undergraduate Research and Equity (WASURE) will work with faculty on the use of the new course attribute. 

What’s changing?

Beginning Spring 2025, any course incorporating an undergraduate research experience must be coded with a Course Attribute code of SURE. A supporting query to validate coding is available:  QCS_AC_CLASS_BY_ATTR 

This is a way to track student outcomes related to this high-impact practice within and across colleges. See the SBCTC Student & Course Coding Manual for more information.

As a reminder, the Report Catalog has supporting program queries and reports.

Background

For this coding, we define a URE as a research project that is included in the course curriculum, expanding research opportunities to all students.  Research experience can occur across the curriculum including, but not limited to, those in introductory (survey) and specialized research courses.

UREs often include some or all of the following characteristics:

• Research is embedded into the course curriculum.
• All students engage in the research project for a significant amount of time.
• Students are engaged in hands-on, active learning and discovery.
• Students have some ownership and autonomy to make decisions within the research experience.
• Students work collaboratively on the project.
• Students engage in iteration (building on prior knowledge, repeating experiments, or using multiple approaches to address the research question)
• Students utilize the research methodology of the discipline and get experience investigating authentic and relevant questions in the discipline. 
• Students communicate their research outcomes in some manner that replicates professional norms (i.e., presentations, publications, research posters, etc.).

Questions?

For questions regarding the coding, contact Lou Sager, Data Warehouse Associate Director. For questions about the Undergraduate Research Experience, contact Irene Shaver, Climate Solutions Program Administrator.

Query Developer Learning Opportunities

How to Enroll in Query Developer Courses

It’s easy to enroll in Query Developer Courses.

• Visit the ctcLink Training Registrationpage,
• Select the class(es) from the Designated Query Developer Training section,
• Follow the sign-up process.

More for PeopleSoft Query Developers

Find more ctcLink PeopleSoft Query Development resources including forms, documentation, and tools at the ctcLink PeopleSoft Reporting web page.

ctcLink Accessibility Monthly Open Forum

Join us! The ctcLink Accessibility monthly forums engage Washington's community and technical college system in discussions around ctcLink accessibility and technology. We aim to improve communication and transparency while providing space for productive and solution-focused dialog. Our main objective is to deliver accessible technology for all our students, staff, and the larger community.

Meetings are held the second Tuesday of each month, 11 a.m. to noon.

Please join us for the next ctcLink Accessibility Open Forum on Tuesday, April 8, 2025, at 11 a.m. All are welcome to attend via Zoom.

• Zoom meeting link: ctcLink Accessibility Open Forum 2024 and beyond

In case you missed a meeting, please see materials from past Open Forums.

Security Updates

Thanks to ctcLink Security team efforts, Financial Aid Service Accounts can now be extended to all colleges. The team has been busy supporting all Pillars in the PeopleTools update, Insights work, Book to Bank Testing, Finance Masking Testing, as well as preparing for Auditing training.

Looking ahead, the team will develop Phase 2 Changes for Automated Offboarding following the PeopleTools release and is focusing on Work Package 2 - Reporting Changes and ER 289 Reset User Functionality Changes to enhance reporting capabilities in ctcLink

The team is working with Burgundy Managed Services on an Okta fix to the Dynamic Role integration. Work is expected to be completed by March 21.

Working Miracles, Saving Lives

In a ctcLink world populated with acronyms and mysterious jargon, the Application Services teams are the “pillar behind the pillars” for Washington’s community and technical colleges 24/7 by supporting ctcLink pillars, systemwide IT applications, environments, accessibility improvements, testing, and managing the network data load behind-the-scenes.

While you may never meet them directly or understand what they do, they support you every single day.

Completed/Wins

• Development deployed to production this week
• Data fixes and bug fixes in HCM, CS, and FSCM
• ER 203 - PTF LTD Report went to production and passed Confidence Testing. Ticket 164932.
• ER 242 Automated offboarding went live!
• Prep for New Test Coordinators
• Staff Training Participation Release Go-Live
• Tax update 25-A passed confidence testing.

In Progress

• In Development, SIT, UAT, and Completed
• Add new leave codes to CTC_ABSBL_AE and Crosswalk. Ticket 193709. HCM-1538. Development complete. Will begin SIT once 8.61 completes SIT.
• App Engine for Yearly Updates to CS and ST Salary Plans. Ticket 207571. We are developing an app engine to automate a complex process that the HCM functional has had to do manually every year with Excel to CI. Development is near to being completed. A second demo for the functional team will be given on 3/19/25. Changes have been made based on the feedback from the first demo.
• On 3/5/25, Robert completed archiving HR_ACCTG_LINE through Pay End Date 12/31/2018. This archived 9,240,416 rows. The rows in HR_ACCTG_LINE are down from 119,810,348 to 110,569,932. Working with Data Services team on testing query performance after archiving in PCD. Data Services team is interested in running stats on the DB after the archive.
• Automatically Resubmit Asynchronous IB Errors. Ticket 200430. In progress. Interrupted by PeopleTools SIT tickets, so there will be some delay.
• Character errors in TAM. Tickets 204166, 192823, and 192248. HCM-1466 has been canceled. Sarah Sullivan is going to start with questions about how the employees are posting jobs. This may be a training issue instead of a code change.
• Code Freeze
• Create API load to replicate IB issues in non Prod environment. This is to support ongoing investigation on IB server issues.
• Create ER-266 Student Financial Responsibility Agreement Survey
• Enhancement FWL Employee Record Look Up. Ticket 148615. Waiting for 8.61 SIT to complete.
• Enter time, report time, and other time pages working on implementing new functionality with configurable headers. We are working on a customization to replace the drop zone and use the now accessible configurable headers to display information about the job the person is entering time for. The HCM functional team requested the salary rate be effective dated, so we can no longer only use Oracle's delivered functionality for configurable headers. Ticket 124980.
• ER 219 - Automation of adjustments to vacation / sick time donations for Shared Leave. Ticket 168718. Currently in development.
• ER 232 - Adding Custom Self-Service Questions in Campus Solutions. Working on the timeline for redevelopment.
• ER 253 - Make a Payment Page Classic to Fluid. Development is complete. Ticket 181828. Will resume SIT once 8.61 passes SIT.
• ER 285 - Purchase of EPM tool from Oracle for use to do Book to Bank reconciliation. We will be continuing development of the customization once the new enhancement request is approved and requirements are completed. There was a meeting on 3/12/25 about this. Reconciling from the very beginning and bringing it forward to current was discussed. The issue with reconciling from the beginning of time is that some of the data is just not in the system. This would be an issue with any tool used for reconciling. Also discussed, was reviewing the data for an Institution that does not reconcile monthly. Teri and Choi are going to discuss and determine an Institution to be reviewed/updated and included in future testing. Teri said the WAPAY modification and the Generating of SF Transactions daily would be a benefit to the institutions. She did ask if the Oracle Software was off the table and it was determined for Book to Bank that it was but they still want to hear what Oracle suggest.
• ER-171 TAM Enhancements. Ticket 163606 and HCM-1292. Waiting for 8.61 SIT to complete
• ER-266 Student Financial Responsibility Agreement College User Review
• Investigate performance issue in OAAP submitted applications API.
• Ticket 206057 - New table for 'transaction log' to see person/date/ whether or not integration to okta successful. Ticket 206055 - Dynamic Role integration with Okta Fix. Andy Watson at Burgundy is working on this development and expects to be completed by 3/21/25.
• PeopleTools 8.61 Functional SIT
• PeopleTools 8.61 SIT in progress. Responding to tickets as they are opened.
• Portal homepage logos keep disappearing in production every 2-4 weeks. Josh manually fixes them as we investigate the root cause. It cannot be replicated in any other environment except production.
• Prepare and provided external and internal integration list for GLBA Audit.
• Provided Highpoint URLs for penetration testing.
• PT 8.61 System Integration Testing
• Resolved issues with CampusCE and ctcLink connections in PTS for PTools upgrade Testing.
• Reviewed and Updated dataflow diagram for CyberSource to ctcLink.
• Some new OAAP projects have been put in PDV and they are being tested.
• Support PeopleTools Update project.
• Support tickets related to integrations.
• Test Coordinator Training
• Working with Nelnet, the CS SF team, and Managed Services for the Nelnet SBCTC Campus Solution Connector Install upgrade project. In UAT now. Ticket 195128. CS-2181 and CS-2182.

Upcoming

• ER 232 Self Service questions, phase II and additional accessibility updates.
• ER 245 - Extension for Student Group Mass Assign. Ticket 178457. Carmen would like development to begin in April 2025.
• Support testing of ER 999 OAAP Work Package 1 (Residency/Citizenship) Timeline w/People.
• Continue working on redesign of OAAP submitted applications API to improve performance.
• Support PeopleTools 8.61 upgrade effort.
• Support OAAP, CampusCE, HCX and OKTA integration enhancements, bug fixes.
• Support tickets related to PS integrations
• Investigate PTUN_LANDING_PAGE errors on Integration Broker.
• Support and monitor 3rd party integrations.
• ER 999 - OAAP Work Package 1 - Residency and Citizenship UAT - TBD
• ERP Support Page Update
• Quest Stat Troubleshooting and Updates
• PQA Refresh and PT 8.61 Upgrade 4/4 -
• PCD Refresh 4/7 -
• PeopleSoft Connector Upgrade Project Go-Live - scheduled for 6/17