creating flat ascii files and uploading records training developed by the qa program team
TRANSCRIPT
Creating Flat ASCII Files and Uploading Records
Training Developed by the QA Program Team
Training Objectives
Identify Population to Upload into the ISIR Analysis Tool for 09-10
Create and Upload a Flat ASCII file to bring records into the ISIR Analysis Tool
Review ISIR Analysis Tool Calendar of Activities
Have you heard?
Preparation is everything
Population to Analyze
• A Sample of Records that Met Your Institutional Criteria
Prepare Flat File of Verified Records
1. SSN
2. First Two letters of the last name (CAPS)
3. Initial Transaction
4. Paid on Transaction
5. Y (to indicate the record met your verification criteria) or blank space
111221234MA0105Y
111331235LA0204
111441236EV0106Y
Length: 16 Character Field
Creating Flat ASCII Files
File with BOTH transactions
File with only ONE transaction
File with NO transactions
File With BOTH Transactions
Flat ASCII File
Introduce the New Policy and Procedure Assessment
Upload Your Data
Build/Rebuild
Build/Rebuild
File With BOTH Transactions
Random Sample
No Random Sample
Locate Your Flat ASCII File
Upload File
ISIR Data Confirmation
Data Validation
Data Validation Confirmation
Current Status
File With Only ONE Transaction
Initial Transactions
Paid-On Transactions
Locate Your Flat ASCII File
Don’t Forget …
File with NO Transactions
Create a flat file with just SSN and First two letters of the last name
No blank spaces needed at the end of fileLength: 11 Character Field
File With NO Transactions
Auto Load Initial
• Step 1: Prepare and Upload Paid-On Transactionsinto the tool.
Step 2: Use Auto Load Initial featureto bring in theinitial transactions
Auto Load Paid-On
Step 1:
Prepare and Upload Initial Transactionsinto the tool.
Step 2:
Use Auto Load Paid-On featureto bring in thePaid - On transactions
Don’t Forget …
Institutional Verification Flag
2009-10 QA Program Requirements for Using the ISIR Analysis Tool
Upload and Validate 2009-10 Records
Analyze Data
Provide 2010-11 Institutional Verification Criteria to regional Representative
Getting Ready for 2010-11
Upload and Validate 2010-11 Random Sample
Analyze 2010-11 Sample Data
Provide 2011-12 Institutional Verification Criteria to regional Representative
2010-11 Timeline of Activitiesfor the ISIR Analysis Tool
January – September 2010
Pull random sample, verify records in sample, and verify applicants that meet your verification criteria.
May 2010 Latest Version of IA Tool on the Web
October 2010 Prepare flat file, upload data;
November through December 2010; January 2011
Analyze Data; FSA collects school data; Notify QA Rep. of institutional verification criteria
QA Program Resources• QA Program Website - http://ifap.ed.gov/qualityassurance
• QA Program Listserv - Send email to [email protected] to subscribe to the QA Program listserv
• QA Program Mailbox – [email protected]
• QA Program Training -http://ifap.ed.gov/qahome/training.html
• Information for Financial Aid Professionals - http://ifap.ed.gov
• Team Building Website - http://www.Teambuildinginc.com
QA Regional Representatives
Regions 1, 2, and 5 – Holly Langer-Evans – (617) 289-0136
Regions 3, 4, 6 & 7 – Anne Tuccillo – (202) 377-4378
Regions 8, 9, and 10 – Michael Cagle – (206) 615-2586
What We Have Learned
Preparation Needed For Creating Flat ASCII Files
•How To Create and Upload a Flat ASCII File
ISIR Analysis Tool Calendar of Activities