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Session DL-06

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Session DL-06. COD Web Hands-on for Direct Loans Barbara Davis Wood Mason U.S. Department of Education. What Does a “Pro” Need to Know . Promissory notes and credit checks Research/Resolve edit code rejects Access reports Monthly reconciliation and closeout.

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Session DL-06
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  1. Session DL-06 COD Web Hands-on for Direct Loans Barbara Davis Wood Mason U.S. Department of Education

  2. What Does a “Pro” Need to Know • Promissory notes and credit checks • Research/Resolve edit code rejects • Access reports • Monthly reconciliation and closeout

  3. Direct Loan Promissory Notes

  4. Promissory note/linked loans

  5. Promissory Note/Unlinked

  6. Dlenote.ed.gov

  7. Promissory note search

  8. Credit Check and Results

  9. “Pro” Practice Time • Login to COD • Choose Person menu • Perform Pnote or Credit Check search • Or…login to dlenote and search by date or SSN • Use the COD CBT New and Improved

  10. COD CBT- New Format! • Locating Direct Loan information • Managing School information • Using COD search • Updating and creating records • Working with batches • Edits

  11. COD CBT – New Format! • Working the action queue • Direct Loan reports • Requesting data • Direct Loan tools • eMPN series • GPLUS, PLUS, Sub/Unsub and FAA access

  12. Research/Resolve Rejects • Why is it important to fix edit code rejects? • More efficient processing • Avoid hitting duplicate rejects • Better cash flow • Easier reconciliation • Where do I find a list of rejects and how to fix them?

  13. COD Technical Reference: Volume II Section 4-Edit Codes

  14. COD Implementation Guide

  15. Two Reject Research Methods • Date range batch level rejects • Edit 39 • Searching by specific student • Student history • Edit 157

  16. 60 day range Batch Search: Date Range

  17. 18

  18. Summary of Batch Level Edit Reject Research • Select Batch Menu • Enter in date range search • Click on batch • Filter by program/status • Click on word reject • Refer to student record • Make corrections as necessary

  19. Batch Search: SSN Enter SSN and choose specific award year or select all award years for complete history

  20. Rejected

  21. Edit 157

  22. Summary of Student level Edit Reject Research • Select Batch menu • Enter in SSN and award year or choose all • Review history to see when rejects first started occurring • Click on word reject • Correct either award,disbursement or identifiers

  23. Accessing COD Reports • Services tab • Same log in ID as COD • Separate database • Can have both COD and reports open at same time • Must log off each separately • Use the CBT Direct Loan Reports • Accessing reports on the web

  24. Services Menu: Direct Loan Reports

  25. “Pro” Practice Time • Practice by logging in and looking at a 30 day warning or MPN due to expire report for your school • Or… continue with the Direct Loan report CBT to explore all available reports

  26. Monthly Reconciliation and Closeout • What’s an FAA supposed to do?? • Check cash screens to see if funds have been drawn to support disbursements • Read only view in G5 • Work the 30-day warning and SAS reports

  27. Cash Activity • Printer Friendly • Net Draws • Cash>Accepted and Posted Disbursements

  28. G5 Award Activity Report

  29. “Pro” Practice Time • Log on to COD and visit your school’s cash screens • Are you currently substantiated for all programs for all years? • COD CBT lesson

  30. Contact Information We appreciate your feedback and comments. We can be reached at: Barbara.davis@ed.gov Wood.mason@ed.gov