System Process Document Multiple Reporting_MRR by Status. Department Responsibility/Role File Name. Multiple Reporting_MRR by Status Trigger:

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1 Department Responsibility/Role File Name Multiple Reporting_MRR by Status_SPD_ Revision Document Generation Date Date Modified Last Changed by sbrock 1.14 Status sent for review /14/ :05:00 AM 2/27/2015 2:34:00 PM Trigger: Required Field(s) Comments Output - Result(s) Comments Additional Information Last changed on: 2/27/2015 2:34:00 PM Page 1

2 Procedure In this topic, you will learn how to Create a report of POP (potential overaward payment) and blocked Pell payment students by status. 1. Note: Use after the MRR inbound file is imported. Review and monitor POP (potential overaward payment) and Blocked Institution situation by specific Status codes. 2. To sign in to Campus Solutions, go to sis.illinoisstate.edu. Click the Please click here to PeopleSoft logon page link. Page 2 Last changed on: 2/27/2015 2:34:00 PM

3 3. You will be directed to the Campus Solutions logon screen. Enter your User ID and Password then click the Sign In button. Last changed on: 2/27/2015 2:34:00 PM Page 3

4 4. Once you sign in, you will see a list of navigation links that relate to your roles and responsibilities. Pell Payments is within the Financial Aid menu. Click the Financial Aid link. 5. Multiple Reporting is within the Pell Payment folder. Click the Pell Payment folder link. Page 4 Last changed on: 2/27/2015 2:34:00 PM

5 6. MRR by Status is within the Multiple Reporting folder. Click the MRR by Status link. Last changed on: 2/27/2015 2:34:00 PM Page 5

6 7. Enter the Run Control ID or click the Search button to select a value from the list. Or, to create a new Run Control ID, click the Add a New Value tab. 8. From the Search Results section, click the link for the desired Run Control ID. Page 6 Last changed on: 2/27/2015 2:34:00 PM

7 9. From the Report Request Parameters section, enter the Academic Institution ILSTU or click the Look Up button to select a value from the list. Enter the Aid Year or click the Look Up button to select a value from the list. Click the Pell MRR Status drop down menu button and select a value from the list. Last changed on: 2/27/2015 2:34:00 PM Page 7

8 10. Click the Run button. Page 8 Last changed on: 2/27/2015 2:34:00 PM

9 11. From the Process Scheduler Request screen, click the checkbox for the Process Type Crystal. Click the OK button. 12. To monitor the progress of the job, click the Process Monitor link. Last changed on: 2/27/2015 2:34:00 PM Page 9

10 13. Click the Refresh button until the Run and Distribution statuses are Success and Posted. Click the Go back to Pell MRR Report by Stat link. Page 10 Last changed on: 2/27/2015 2:34:00 PM

11 14. To view/print the report, click the Report Manager link. Last changed on: 2/27/2015 2:34:00 PM Page 11

12 15. Note: The most recent job will be displayed first. Click the Report link. 16. From the Distribution Details section, click the file name ending in.pdf. Page 12 Last changed on: 2/27/2015 2:34:00 PM

13 17. Reports open in a new internet tab. Use the PDF icons to Save/Print the report. To exit the report, click the X on the report tab. Last changed on: 2/27/2015 2:34:00 PM Page 13

14 18. To return to the Navigation Menu page, click the Home link at the upper right of the screen. 19. Congratulations, you have completed Creating a report of POP (potential overaward payment) and blocked Pell payment students by status. End of Procedure. Page 14 Last changed on: 2/27/2015 2:34:00 PM