edexpress are you using all the tools? bob martin, u.s. department of education jody sears, u.s....
TRANSCRIPT
EDExpressEDExpressAre You Using All the Tools?Are You Using All the Tools?
Bob Martin, U.S. Department of Education
Jody Sears, U.S. Department of Education
Dave Bartlett, U.S. Department of Education
Agenda
• Introductory remarks
• Using the Tools
• New for 2011/2012, Release 3
• Under consideration for 2012/2013
• Training on EDExpress
2
PC Products
• Reactive to other systems (CPS, COD, NSLDS)• Lifecycle takes time; working a year ahead• Budget determines what is added or modified• Changes affect all systems
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In the Tool Box
• Export Data/Grid Conversion– To another system– To a report – Back Up the database
• Query/Multiple Entry
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A Query Is…………..
• A request for a subset of records from your EDExpress database
• You specify the criteria that describes the subset of records
• Provides flexibility in locating and extracting information from your database
Query Dialog Box
• Tools|Query• A query
statement has three main components– Data field– Operator– Value
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Using Queries
• If the Selection Criteria button is enabled on a dialog box, a query can be used– Print, Export, and Multiple Entry– Import in Packaging, DL, Pell, and TEACH– Processes such as global Packaging and
global calculation of Pell award amounts
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Create a QueryIdentify the Field Value
Select the valuefor the data field or select Prompt at Execution to set the value when you use the query
Value Help will display the valid values for the selected data field
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Create a Query
The 3rd Query statement will connect to the 4th Query Statement using an Or connector for selecting WI or IN residents
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Create a Query
Completed Query to pull Pell Eligible Freshmen who are residents of either WI or IN
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Create a Query
Select Tools—Query—Packaging Tab—Retrieve button to view list of queries and select the new created query
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Use a Query
Select a function from the main menu such as Print, Export, Multiple Entry or module to module import. Then select the module for the query
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Use a Query
Student records meeting the criteria of the query will print on the selected module report
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Using Multiple Entry
• You can update various fields in Global, Packaging, Direct Loan (DL), Pell Grant (Pell), and TEACH Grant (TEACH) for multiple students at one time
• Fields available to update depend on the module you select
• Selection Criteria (query or select records) can be used to choose specific records to update
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Using Multiple Entry
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Examples of 2nd Dialog
Value for Verification Status Code was selected
on 1st dialog
Value for Verification Status Code was not selected on 1st
dialog
Using Multiple Entry
• Relevant edits are applied when records are updated
• If an update does not pass edits, the information is printed on a report after the process is finished
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New for EDExpress Release 3
• CPS Transaction Number for PLUS and Grad PLUS
• Iraq and Afghanistan message classes added for ESOA and Data Requests
• Removed First Disbursement? Checkbox• Added ATB fields to the DL External Export
table• Added New 2011/2012 Pell tables
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New for EDExpress Release 3New for EDExpress Release 3
• Will now print MPN’s and Disclosure Statements in Spanish
• Additional Eligibility Indicator (AEI) for two Pells in an award year remains DO NOT USE as this was eliminated for 11/12 award year
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Under Consideration
• Two Factor Authentication; Integrated Partner Management; FSA User ID
• PLUS Maintenance records on declined or pended LOR’s (COD to update)
• Vista as a supported OS; test Windows 7; lift requirement for Admin Rights to run EDExpress
• Verification reporting at the Award level—different values for Sub Loan
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EDExpress OnlineWeb Based Training
Available at:http://ifap.ed.gov/edexpress/1112index.html
EDExpress Online
Training Modules
– Overview– Global– Application
Processing with FAA Access
– Packaging
– Pell– Teach– Direct Loans– What’s New– Direct Loan
Tools
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Release Schedule
• March 21, 2011 – ANN-11-07– Lessons include: What’s New, Global,
Application Processing, Using EDconnect, and Packaging
• April 8, 2011 – ANN-11-08– Lessons include: Pell and TEACH Grants
• June 12, 2011 – ANN # - TBD– Lessons include: Direct Loans
• July 31, 2011 – ANN # - TBD– Lessons include: Direct Loan Tools Software
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EDExpress Technical Assistance
CPS/SAIG Technical Support:
• Phone: 800/330-5947
• TDD/TTY services: 800/511-5806
• Email: [email protected]
• Representatives are available Monday
through Friday, 8 a.m. to 8 p.m. ET
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Contact Information
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Bob Martin• Phone: 214-661-9454• Email: [email protected] Jody Sears• Phone: 202-377-3604• Email: [email protected] Dave Bartlett•Phone: 816-268-0434•Email: [email protected]