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EDExpress: All the Tools You Need for Financial Aid Management

Learn about the various tools and features of EDExpress for efficient financial aid management. This session covers new updates for 2011/2012 and what's under consideration for 2012/2013. Topics include training on EDExpress PC products, exporting data, backup, query, and multiple entry.

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EDExpress: All the Tools You Need for Financial Aid Management

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Presentation Transcript

  1. EDExpressAre You Using All the Tools? Bob Martin, U.S. Department of Education Jody Sears, U.S. Department of Education Dave Bartlett, U.S. Department of Education

  2. Agenda • Introductory remarks • Using the Tools • New for 2011/2012, Release 3 • Under consideration for 2012/2013 • Training on EDExpress

  3. PC Products • Reactive to other systems (CPS, COD, NSLDS) • Lifecycle takes time; working a year ahead • Budget determines what is added or modified • Changes affect all systems

  4. In the Tool Box • Export Data/Grid Conversion • To another system • To a report • Back Up the database • Query/Multiple Entry

  5. Export Data/File Conversion • Through Export Dialog Box • Through Grid Export

  6. Export to Another SystemFile Format (Tools/File Format)

  7. Export to Another SystemExport the Data Select Type

  8. Export to Another SystemSecond Way: From Grid Right Click on Column Heading Select a Function

  9. Export to Another SystemSelect Type

  10. Export to Another SystemName the File

  11. Export to Another SystemNow, find your file and open it!

  12. Tough to Read

  13. But, change extension to .csv and Voila!

  14. Whole Lot Easier to Read!

  15. Backup Your Data!

  16. Need to Backup only this file:

  17. .MDB File is password protected

  18. Back Up Your Data

  19. Queries and Multiple Entry

  20. A Query Is………….. • A request for a subset of records from your EDExpress database • You specify the criteria that describes the subset of records • Provides flexibility in locating and extracting information from your database

  21. Query Dialog Box • Tools|Query • A query statement has three main components • Data field • Operator • Value

  22. Query Structure

  23. Query Structure

  24. Using Queries • If the Selection Criteria button is enabled on a dialog box, a query can be used • Print, Export, and Multiple Entry • Import in Packaging, DL, Pell, and TEACH • Processes such as global Packaging and global calculation of Pell award amounts

  25. Using Queries

  26. Create a QueryTools—Query—Select module tab

  27. Create a QueryEnter Query Title

  28. Create a QuerySelect a Data Field and an Operator

  29. Create a QueryIdentify the Field Value Select the value for the data field or select Prompt at Execution to set the value when you use the query Value Help will display the valid values for the selected data field

  30. Create a QueryAppend Each Query Statement

  31. Create a QuerySelect a Connector for the Query Statements

  32. Create a QueryUse Parentheses to Create Nested Query Statements

  33. Create a Query

  34. Create a Query The 3rd Query statement will connect to the 4th Query Statement using an Or connector for selecting WI or IN residents

  35. Create a Query Completed Query to pull Pell Eligible Freshmen who are residents of either WI or IN

  36. Create a Query Select Tools—Query—Packaging Tab—Retrieve button to view list of queries and select the new created query

  37. Use a Query Select a function from the main menu such as Print, Export, Multiple Entry or module to module import. Then select the module for the query

  38. Use a Query • Select: • Report Option • Multiple • Print Destination • Sort Order • Selection Criteria

  39. Use a Query Select the Query Title Ellipsis to display the list of queries to select

  40. Use a Query Select the Query and click OK

  41. Use a Query The Query Title you selected displays in the Query Title field. Click OK

  42. Use a Query Student records meeting the criteria of the query will print on the selected module report

  43. Using Multiple Entry • You can update various fields in Global, Packaging, Direct Loan (DL), Pell Grant (Pell), and TEACH Grant (TEACH) for multiple students at one time • Fields available to update depend on the module you select • Selection Criteria (query or select records) can be used to choose specific records to update

  44. Using Multiple Entry Examples of 1st Dialog

  45. Using Multiple Entry Examples of 2nd Dialog Value for Verification Status Code was selected on 1st dialog Value for Verification Status Code was not selected on 1st dialog

  46. Using Multiple Entry • Relevant edits are applied when records are updated • If an update does not pass edits, the information is printed on a report after the process is finished

  47. What’s New?

  48. New for EDExpress Release 3 • CPS Transaction Number for PLUS and Grad PLUS • Iraq and Afghanistan message classes added for ESOA and Data Requests • Removed First Disbursement? Checkbox • Added ATB fields to the DL External Export table • Added New 2011/2012 Pell tables

  49. New for EDExpress Release 3 • Will now print MPN’s and Disclosure Statements in Spanish • Additional Eligibility Indicator (AEI) for two Pells in an award year remains DO NOT USE as this was eliminated for 11/12 award year

  50. New for Release 3Credit/Plus App Info tab-Old

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