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EDExpress Training Presented by Doug Baldwin – CPS/SAIG Technical Support Bob Berry – U.S Department of Education/FSA

EDExpress Training Presented by Doug Baldwin – CPS/SAIG Technical Support Bob Berry – U.S Department of Education/FSA. Agenda. Packaging Module Document Tracking Queries Multiple Entry File Formats External Export Export Grid to File Getting Help With EDExpress Questions.

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EDExpress Training Presented by Doug Baldwin – CPS/SAIG Technical Support Bob Berry – U.S Department of Education/FSA

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  1. EDExpress Training Presented by Doug Baldwin – CPS/SAIG Technical Support Bob Berry – U.S Department of Education/FSA

  2. Agenda • Packaging Module • Document Tracking • Queries • Multiple Entry • File Formats • External Export • Export Grid to File • Getting Help With EDExpress • Questions

  3. Packaging Module • Packaging Setup • Tools, Setup, Packaging

  4. Packaging Module • Packaging System Setup

  5. Packaging Module • Academic Year Profile

  6. Packaging Module • Fund Maintenance

  7. Packaging Module • Award Methodology

  8. Packaging Module • Budgets

  9. Packaging Module • User-Defined Formulas

  10. Packaging Module • SAP Values

  11. Document Tracking • EDExpress can track the request and receipt of required documents • For example: Parent and student tax returns for verification and school’s internal documents • You can define as many tracking documents as may be required of your applicants

  12. Document Tracking • You can mark each document as: • Required for Verification • Use this option if you want this document assigned to students selected for verification • Automatic Request • EDExpress assigns documents according to the criteria you have specified • Required for Packaging • Document must be recorded as received before the student's aid can be packaged

  13. Document Tracking • Tools, Setup, Global

  14. Document Tracking • From Document Tracking setup dialog box, click the Global tab • Click the Add button. • Enter a Code • Enter a Description • If you want to attach a query, click the Criteria ellipsis button. • Select the Automatic Request checkbox if you want to assign the document automatically during the Add Documents process. • Select the Required for Verification checkbox if you want the document assigned to students selected for verification during the Add Documents process. • Click Save

  15. Document Tracking

  16. Document Tracking • Currently no documents are assigned for this student • Students record prior to adding documents • Doc tab

  17. Document Tracking • To Assign documents Click Process, Add Documents and select Global

  18. Document Tracking • Select Transaction Preference: • Active • Highest • Blank • Enter Date Range (not required) • Click OK

  19. Document Tracking Doc Tab of student record after Add Document Process Student 1040 document was added

  20. Document Tracking • To print document tracking letter: • File, Print and click Global tab • Select Document Tracking Letter as Report type • You can print a letter for a single student or multiple students by selecting the Single or Multiple radio buttons • Select the desired options • Click OK

  21. Document Tracking This student has two required documents that are missing (status M).

  22. Document Tracking When the document is received by the student, enter the date in the Document Received Date field on the Docs tab. The next time that document tracking letters are generated, the received document will not be listed.

  23. Query • Tools, Query • Click • Global • App Express • Packaging • Direct Loan • Pell • TEACH

  24. Query • Pre-Defined Queries • Queries created for software users that come pre-packaged when installed

  25. Query • User-Defined Queries • Queries created by the software user

  26. Query • Using pre-defined query • Example: Print a list of loan records that are accepted • File, Print, Direct Loan, Multiple, Click the Selection Criteria button

  27. Query

  28. Query • From Selection Criteria diaog box • Click ellipsis button

  29. Query • From the Query Grid dialog box, select the Loan Origination Status pre-defined query, click OK

  30. Query • From Selection Criteria dialog box, Click OK

  31. Query • From the Parameter Query Entry dialog box, enter ‘A’ in Field Value, click OK

  32. Query • From the Print dialog box, click OK to print the report

  33. Query • Creating User-defined queries • Tools, Query, Direct Loan, click the Add button

  34. Query • Enter Query Title • Select Query Field • Select Operator • Enter Value • Click Append button • Click Save • Helpful Hint: Use “Value Help” button to determine the valid values for the Query Field selected

  35. Query • Create a query to filter for loan originations not showing as accepted

  36. Query • Queries with multiple criteria using And/Or • Query to select PLUS/Grad PLUS records whose MPN and Credit statuses allow them to be disbursed

  37. Query

  38. Multiple Entry • Using the Multiple Entry function, you can update various fields in Global, Packaging, Direct Loan, Pell Payments and TEACH for multiple students at one time. • Select Process, Multiple Entry, then select the module that contains the type of records you want to update

  39. Multiple Entry

  40. Multiple Entry • Enter first actual disbursements using multiple entry and querying for a specific date

  41. Multiple Entry • Select Disbursement Number Select check box • Click in the Disbursement Number Value field • Select the disbursement number you want to update from the drop-down menu • Select Disbursement Release Indicator Select checkbox • Select Disbursement Release Indicator Value checkbox • Leave the Disbursement Amount, Disbursement Date and Enroll OPE ID Select checkboxes checked, but do not enter a Value • Click the Selection Criteria button to attach the query

  42. Multiple Entry Click Query Title ellipsis button

  43. Multiple Entry Select Query and click OK

  44. Multiple Entry

  45. Multiple Entry • Enter Anticipated Disbursement Number that you want to update • Enter Anticipated Disbursement Date • Click OK

  46. Multiple Entry Click OK

  47. Multiple Entry Records that meet the query criteria are selected by default. You may clear the Select checkbox if there are records you do not want to update. Click Save

  48. Multiple Entry Click ‘Yes’ to save changes.

  49. Multiple Entry Click ‘Yes’ to the final save prompt.

  50. Multiple Entry • Multiple Entry Edit report tells how many records were updated. • Any records that could not be updated will print on the Multiple Entry Edit report.

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