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Session 18-

Session 18-. 1. “What’s New” Highlights/ Q & A Session. 2001-2002 EDExpress Pell Payment. Introduction. Who this session is geared for? Evaluations Questions. Agenda. “What’s New” highlights for 2001-2002 School perspective using EDExpress for Pell processing

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Session 18-

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Presentation Transcript

  1. Session 18- 1

  2. “What’s New” Highlights/ Q & A Session 2001-2002EDExpress Pell Payment Session 18-

  3. Introduction • Who this session is geared for? • Evaluations • Questions Session 18-

  4. Agenda • “What’s New” highlights for 2001-2002 • School perspective using EDExpress for Pell processing • Question and Answer session Session 18-

  5. “What’s New” 2001-2002 • General Setup • New field(s) • Ineligible to participate in Pell program • Added new edit to disbursement tab • RFMS process changes that affect EDExpress • Removing special disbursement record • Post-deadline web processing of origination/ disbursement records required changes to EDExpress import logic Session 18-

  6. “What’s New” 2001-2002 • Entry • Multiple Entry • Edits revised to distinguish between origination/disbursement updates • New fields • Credit/clock hour fields (origination) • Estimated disbursement date (#1) (origination) • Pay period start date (disbursement) • Enrollment Session 18-

  7. “What’s New” 2001-2002 • Origination Record • Added new status code ‘D’-duplicate • Removed number of payment periods in student’s school year • Removed Secondary EFC Field Session 18-

  8. “What’s New” 2001-2002 • Disbursement Record • Removed special info grid • Removed YTD column • Added new display field “RFMS YTD” Total • Added institutional cross reference field per disb. # • Added new pay period start date • Added warning edit when close to 90 disbursements • Added new status code ‘D’-duplicate Session 18-

  9. “What’s New” 2001-2002 • Import • Origination • External add layout modified • Last field will always be required and never blank (null) • Disbursements • Can update disbursement reference numbers at ‘R’ or ‘E’ status • Must use ‘prompt for duplicates option’ • Removed special disbursement import option Session 18-

  10. “What’s New” 2001-2002 • Year-to-Date • Modified import edit report when ‘Print All’ option selected • Added 3 new message classes • PGOW-origination acknowledgement web records • PGDW-disbursement acknowledgement web Records • PGRC-reconciliation record Session 18-

  11. “What’s New” 2001-2002 • Export • Data request modified • Year-to-Date request no longer requires attended campus code • Will export as all zeros • Reports • Removed students by pay period report (special disbursement report) • Removed transfer listing report Session 18-

  12. “What’s New” 2001-2002 • Reports (Cont) • Modified import edit report for YTD comparison exceptions • Added “Total Origination Award Amount” to List-Processed Disbursements Year-to-Date Report Session 18-

  13. “What’s New” 2001-2002 • Process • Added Process Calculate Origination Award Amount at batch level • Must meet all end-of -entry edits Session 18-

  14. School Perspective Session 18-

  15. Question and Answer Session • Within EDExpress, what improvements/ changes would you like to see with the current reconciliation method • What do you like most about the new process? • What do you like least about the new process? Session 18-

  16. Question and Answer Session • What area(s) of the Pell module do you think needs more in-depth on-line help? • What is the preferred method of receiving/ viewing help? Session 18-

  17. Question and Answer Session • What ‘Function’ do you use the most in the Pell module? i.e. • Multiple entry • Query • Reports….etc… • How easy was it to use? Session 18-

  18. Question and Answer Session • What area(s) of the Pell module do you enjoy or find the easiest to use? • Why? Session 18-

  19. Question and Answer Session • What report(s) do you find the most useful? • What report(s) have you never used? • Why? Session 18-

  20. Question and Answer Session • Besides software, what changes/processes do you like most about the new Pell process? • Least? Session 18-

  21. Further Assistance • CPS customer service • 800-330-5947/Option 4 • Types of questions handled: • Installations • Setup • Entry • Print Session 18-

  22. Further Assistance • Pell Grant Hotline • 800-474-7268 (800-4-PGRANT) • Types of questions handled: • Batch Processing Status and Rejected Batches • Current Authorization Level • General Inquiries Concerning RFMS • Information and Data Requests • Pell Grant Web Questions Session 18-

  23. Further Assistance • Additional Assistance • cps@ncs.com • #pell_systems@ed.gov • sfatech@inet.gov Session 18-

  24. Questions? Session 18-

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