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NSLDS Hands-On

Session 13. NSLDS Hands-On. Judy Martin and Jim Yoder | Dec. 2013 U.S. Department of Education 2013 FSA Training Conference for Financial Aid Professionals. NSLDS Hands-On. Using NSLDS for daily activities Aggregate Review Tools Enrollment Reporting Important Reminders

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NSLDS Hands-On

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  1. Session 13 NSLDS Hands-On Judy Martin and Jim Yoder | Dec. 2013 U.S. Department of Education 2013 FSA Training Conference for Financial Aid Professionals

  2. NSLDS Hands-On Using NSLDS for daily activities • Aggregate Review Tools • Enrollment Reporting Important Reminders • Organization Contacts • NSLDS Reports • Transfer Student Monitoring (TSM) • Online Submittal Process

  3. Aggregate Review Tools • Aggregates displayed online are calculated when a student is retrieve on the NSLDS Professional Access Site (NSLDSFAP) • May differ from the last ISIR or last time student data was retrieved • Aggregate loan information is separated into undergraduate and graduate totals • Undergraduate and Graduate aggregate section will only appear if the student has received loans for those academic levels

  4. Aggregate Review Tools • Undergraduate/Graduate Award Year is determined based on the “loan period begin date” from the most recently reported undergraduate/graduate loan for the student • The Dependency Status Indicator identifies the dependency status used in the student’s undergraduate/graduate loan limits determination

  5. Aggregate Review Tools

  6. Aggregate Review Tools • Exceeds Loan Limits warning icons for graduate and undergraduate borrowers • Click the link for the Exceeds Loan Limit warning icon to display applicable loans attributed to the overage

  7. Aggregate Review Tools Click the Link

  8. Aggregate Example Click Result

  9. Using Aggregate Review Tools • Your turn – Exercise #1

  10. Enrollment Reporting Important Reminders • Enrollment Reporting Profile – Using a location as the Administrator • Reporting Students at Actual Attending (Enrollment) Locations • For more information see NSLDS Newsletter 39, 40, and 43 on IFAP

  11. Enrollment Administration • Under the Enrollment Administration section of Profile page • Option for a single location of a 6-digit school OPEID to act as the Enrollment Administrator for other locations • Essential for schools using a servicer not set up for location reporting

  12. Profile for Setting Administrator

  13. Enrollment Administration on Profile Locations are set up initially to be self-administered

  14. Enrollment Administration Update Change selections on Enrollment Administration Update Page

  15. Enrollment Administration Changed Set up after updates

  16. Enrollment Administration Setup • Your turn – Exercise #2

  17. Report Students Where They Attend • COD disbursement records must include the “Enrollment School Code” • NSLDS places students on a roster based on location reported with Grants and Direct Loans • School (or their servicer) certify the enrollment data on the roster sent from NSLDS

  18. Report Students Where They Attend • Student should be reported at two locations of the same 6-digit OPEID ONLY IF the student is actually attending both locations • If the student is not enrolled at both locations, report the correct location for the student • If a student appears on a roster of an incorrect location, use the “Move To” functionality to report the correct location and attendance period for the student

  19. “Move To” Location Functionality • The location field - last 2-digits of the 8-digit OPEID • Schools that share the same 6-digit OPEID and share an Administrator, can “move” a student to the roster of the location where s/he attends • Helpful for students misreported at a location • Helpful for transfers between locations

  20. “Move To” Location Functionality • You can move a student: • In a batch file • Field is “Move to School Branch Code” • On NSLDSFAP website • Field on Enrollment Maintenance is “Loc” (Location)

  21. “Move To” Location Functionality • When “Move To” is used, NSLDS performs the action of stopping enrollment at one location and beginning it at another • NSLDS will use the status of “Moved” for the old locations and it will not have to be reported but once

  22. “Move To” Location Functionality

  23. Enrollment – Move To • Your turn – Exercise #3

  24. Org Contact List • Provides contact personnel from your school • Keep it current!

  25. Org Contact List – Add Contact

  26. Org Contact List – Add Contact • After submittal

  27. Organization Contact • Your turn – Exercise #4

  28. NSLDS Reports • NSLDS has three types of reports: • On-demand reports sent to the requestor’s SAIG TG Mailbox • Web reports with option of an immediate PDF or Excel file as well as a file sent to the requestor’s SAIG TG Mailbox • Scheduled reports that are created at specific intervals and delivered to a designated SAIG TG Mailbox • Reports requested in extract have layouts on IFAP, NSLDS Reference Materials - NSLDS Record Layouts • SAIG delivered reports are sent with a designated message class

  29. NSLDS Report List

  30. NSLDS Web Report List

  31. NSLDS Web Report List

  32. NSLDS Scheduled Reports • Set up under the Org tab, School Profile page • Define the profile for the report • Reporting Type includes options for Comma Delimited, Fixed Width, or Report (pre-formatted) • For some Exit Counseling reports, when selecting Comma Delimited or Fixed Width Reporting Types, a user may also indicate an Extract Format of either NSLDS or Direct Loan

  33. NSLDS Scheduled Reports

  34. Reports – from Report List • Your turn – Exercise #5

  35. TSM Profile

  36. TSM Time Period • Monitoring period can be set by school • Default period is 90 days • It can be changed to a value from 30 to 120 days • Designates number of days all the students are monitored beyond the Enrollment Begin Date

  37. TSM Profile Update

  38. TSM Re-Populate • Re-populate the TSM list page of those students previously added to the Inform process and used during a prior monitoring period • Allows schools to select and update students from a web page • FAA can continuously add from one monitoring time period to another

  39. TSM Re-Populate

  40. TSM Profile • Your turn – Exercise #6

  41. Enrollment Spreadsheet Submittal • The Enrollment Spreadsheet Submittal Format is posted in the "Software and Associated Documents" section of the Federal Student Aid Download (FSAdownload) website • There is also information in the NSLDS Enrollment Reporting Guide posted on IFAP January, 2013

  42. Using Spreadsheet Submittal • Create a file • You can create your own • You can import a file to a spreadsheet, such as the Enrollment Roster file in CSV sent via SAIG • Make sure the first tab is named “upload file” • Save as a spreadsheet file with an extension of .xls or .xlsx (Excel format) • Open the Enrollment Submittal link under the Enroll Tab

  43. Enrollment Submittal Page

  44. Error Count and Pop Up Box to View Results

  45. Results Spreadsheet

  46. NEED MORE HELP Visit the NSLDS Customer Support Team in the Resource Center Or Contact: Customer Support Center: • Phone: 1-800-999-8219 • Toll: 785-838-2141 • Fax: 785-838-2154 • Web: www.nsldsfap.ed.gov • E-mail: nslds@ed.gov

  47. QUESTIONS?

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