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Session 21

1. Session 21. Making Queries and Multiple Entry Work for You in Direct Loans (Hands-On). Introduction. Who will benefit from this session Evaluations Questions. Agenda. Query Lists and Reports Multiple Entry User Database Hands-On Questions. Query. Definition of Queries.

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Session 21

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  1. Session 21 - 1

  2. Session 21 Making Queries and Multiple Entry Work for You in Direct Loans(Hands-On) Session 21 -

  3. Introduction • Who will benefit from this session • Evaluations • Questions Session 21 -

  4. Agenda • Query • Lists and Reports • Multiple Entry • User Database • Hands-On • Questions Session 21 -

  5. Query Session 21 -

  6. Definition of Queries • Utility that lets you define criteria for selecting records from the database • Logical statements or a predefined set of criteria that describes the desired student population • Use a query to select or filter data Session 21 -

  7. Types of Queries • Pre-Defined • Can not be deleted • Can be modified and saved with new titles • User Defined • Can be deleted and modified Session 21 -

  8. Basic Setup • Creating a Query • Append adds the Field | Operator | Value • Prompt at Execution • Parameter Query Entry • Using Parentheses • You can use parentheses to create more complicated queries • Save checks for unnecessary parentheses Session 21 -

  9. Basic Setup • Modifying a Query • Highlight any line in the query • Modify • Field / Operator / Value • And / Or operands • Click on Change to replace the line or • Click on Remove to delete Session 21 -

  10. Query on Unusual Fields • Origination and Actual Disbursement Reject Codes • Stored in database using commas • Orig Rejects: 16,26,17,11,06 • Disb Rejects: M,J,27,30 • Query could be defined one of two ways: • Last Name Like Prompt at Execution • Actual Disbursement Not Like Null Session 21 -

  11. Query on Unusual Fields • TRUE / FALSE Fields • Enter TRUE or FALSE rather than‘Y’es or ‘N’o • Last Name Range • The Current Pre-Defined query for last name range is defined as follows: Last Name >= Prompt at Execution AND Last Name <= Prompt at Execution Session 21 -

  12. Lists and Measurement Tool Reports Session 21 -

  13. Lists and MT Reports • Status of a group of loan records, promissory notes, and disbursements • Output format is similar for each type of list • List includes a total of records selected • Selection Criteria can be used to specify what records appear on the list Session 21 -

  14. Multiple Entry Session 21 -

  15. Multiple Entry • Allows you to quickly update information on a similar group of students • Update important fields for a group of students • manually enter multiple SSN’s or import file • selection criteria using select records or queries Session 21 -

  16. User Database Session 21 -

  17. User Database • Add your own questions, or user-defined fields to the student record • EDExpress stores these fields in the User Data database • Create up to 255 fields for data specific to your institution Session 21 -

  18. Hands-On Exercise Session 21 -

  19. Further Assistance CPS Customer Service can be reached by: Phone: 800-330-5947 Email: cps@ncs.com Or SFATECH: sfatech@inet.ed.gov We appreciate your feedback and comments. Session 21 -

  20. Questions? Session 21 -

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