session #h01€¦ · 36 enroll - enrollment history update • update historical enrollment ......

63
Session #H01 Hands-On NSLDS ® Lisa Walker and Tina Hansen U.S. Department of Education 2019 FSA Training Conference for Financial Aid Professionals December 2019

Upload: others

Post on 11-Aug-2020

6 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

Session #H01

Hands-On NSLDS®

Lisa Walker and Tina HansenU.S. Department of Education

2019 FSA Training Conference for Financial Aid Professionals

December 2019

Page 2: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

2

Agenda

• Menu • Financial Aid: Aid• Enrollment: Enroll• Gainful Employment: GE• Organization: Org• Report• Transfer Student Monitoring: Tran

Page 3: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

3

Menu

• System Messages• Quick Links• System Requirements

• NSLDS Contact Information• Frequently Asked Questions• Download Help

Page 4: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

4

Aid

• Loan History• Overpayment List• Grants • Delinquent Borrowers• Exit Counseling History

• Student Contact Information• Student Access Site • Reaffirmation History• Perkins Submittal• Social Security Number (SSN) Conflicts

Page 5: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

5

Previously Retrieved Borrower

• The new Previously Retrieved Borrower search option is available on the following pages:• Loan History, Overpayment, Grants, Exit Counseling, Student Contact Info, Student Access Interface,

Reaffirmation History, Enrollment Summary, Enrollment Detail, Program Enrollment Detail, Enrollment Timeline, Subsidized Usage, Maximum Eligibility Timeline

Page 6: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

6

Previously Retrieved Borrower• Once a borrower is selected from the list, the borrower’s identifiers

(SSN, First Name, & DOB) autofill in the search boxes

Page 7: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

7

Aid - Loan History

• Icons• Aggregates• Master Promissory

Notes• Teacher Loan

Forgiveness• Loan Summary

Page 8: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

8

Icons

• Warning Icons: Warns of critical information that is not in error

• Information Icons: Notifies user that additional facts are available

Page 9: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

9

Aid - Loan Summary

• View students’ loan summary

• Click the in the top right corner to access the HELP text

Page 10: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

10

Aid - Outstanding Amount Balance History

Page 11: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

11

Aid - Loan Statuses

Page 12: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

12

Aid - Loan Detail

Page 13: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

13

Aid –Grants

• Aid – Grants page displays all grants awarded to the student

Page 14: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

14

Aid – Grants: TEACH Grant to Loan Teacher Education Assistance for College and Higher Education (TEACH) Grant

Page 15: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

15

Aid – Grants: Children of Fallen Heroes

Page 16: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

16

Aid – Grants: Iraq & Afghanistan Service

Page 17: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

17

Aid - Overpayment List

• Displays• Overpayment Type• Overpayment Status• Add/Update

Overpayments

Page 18: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

18

Aid - Overpayment History

Page 19: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

19

Aid - Student Contact Info

• Displays • Postal

Addresses• Email

Addresses• Phone

Numbers• Source

Provider

Page 20: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

20

Aid - Reaffirmation History

Page 21: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

21

Enroll

• Enrollment Summary• Enrollment Update• Enrollment History Update• Enrollment Profile• Enrollment Preferences

• Enrollment Schedule• Enrollment Statistics• Enrollment Submittal Tracking• Enrollment Submittal• Exit Counseling Submittal

Page 22: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

22

Enroll - Enrollment Summary

Page 23: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

23

Enroll - Enrollment Detail

Page 24: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

24

Enroll - Program Enrollment Detail

Page 25: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

25

Enroll - Program Certification Detail

Page 26: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

26

Enroll - Enrollment Timeline

Page 27: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

27

Enroll - Subsidized Usage

Page 28: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

28

Enroll - Maximum Eligibility Timeline – No LOS

LOS – Loss of Subsidy

Page 29: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

29

Enroll - Maximum Eligibility Timeline – LOS

Page 30: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

30

Enroll - Maximum Eligibility Timeline – Reinstatement

Page 31: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

31

Enroll - Enrollment UpdateAdvanced Search Options• Find students who need to be certified

• Sort results by Certification Date (oldest first)

• Find students without programs• Filter results to display students

without program enrollment information by checking the box Exclude Students with Certified Programs

• Refine search by Campus and Program Enrollment

Page 32: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

32

Enroll - Campus Enrollment

Page 33: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

33

Enroll – Program Enrollment

Page 34: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

34

Enroll - Enrollment Maintenance

• Sort results by Certification Date (oldest first) to find students who need to be certified

• Page displays the Total Students Matching Criteria

Page 35: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

35

Enroll - Enrollment Maintenance

• Update status at both Campus and Program-level

Page 36: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

36

Enroll - Enrollment History Update

• Update historical enrollment information

• Update historical data from all locations in the administration group

Page 37: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

37

Enroll - Enrollment History Update/Confirm

Page 38: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

38

Enroll – Enrollment History Updated

Page 39: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

39

Enroll - Enrollment Reporting Profile

Page 40: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

40

Enroll - Enrollment Reporting Statistics

Page 41: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

41

Enroll - Enrollment Submittal Tracking

Page 42: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

42

GE

• Review GE Completers List

• Submit Draft Completers List

• Review GE Debt-to-Earnings List

• Submit Draft GE Debt-to-Earnings List

Page 43: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

43

Org

• Organization’s Contact List• Organization Search• Data Provider Schedule• Repayment Information

• Cohort Default Rate• School Profile• Organization Profile• Gainful Employment Debt Measures

Page 44: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

44

Org - Org Contact List

• Add/maintain contacts

• View organizations contact list

Page 45: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

45

Org - Organization Search by Type

Page 46: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

46

Org - Data Provider Schedule - FLS

Page 47: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

47

Org - Data Provider Schedule - School

Page 48: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

48

Org – Repayment Information

Page 49: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

49

Org - School Profile

Page 50: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

50

Org - Organization Profile

Page 51: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

51

Report

• Report Names• Report IDs• Log Page

• PDF file• Excel Spreadsheet• Student Aid Internet

Gateway (SAIG)

Page 52: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

52

Report - Reports

Page 53: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

53

Report - Scheduled Reports

Page 54: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

54

Report – Ad Hoc Reports

Page 55: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

55

Report - Request SCHET1

Page 56: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

56

Report - SCHET1 Results

Page 57: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

57

Tran

• Transfer Monitoring List

• Monitoring Alert Review

• Transfer Monitoring Re-Populate

• School Transfer Profile

Page 58: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

58

Tran - School Transfer Profile

Page 59: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

59

Tran - Transfer Monitoring List

Page 60: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

60

Tran - Monitoring Alert Review

Page 61: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

61

Tran - Transfer Monitoring Re-Populate

Page 62: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

62

Questions and Answers

Page 63: Session #H01€¦ · 36 Enroll - Enrollment History Update • Update historical enrollment ... Enrollment Reporting Profile. 40 Enroll - Enrollment Reporting Statistics. 41 Enroll

63

NSLDS Contact Information

Visit the NSLDS Customer Support Team in the Resource Center or contact the NSLDS Customer Support Center:

Phone: 1-800-999-8219Toll: 785-838-2141 Fax: 785-840-9699Web: https://nsldsfap.ed.govEmail: [email protected]