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Session 18

Session 18. Updates & Tips for the EDExpress 8.2 Pell Module. Who is this session for? Intermediate to Advanced EDExpress Pell Module users Evaluations Questions?. Agenda. Highlight 2002-2003 changes to the EDExpress Pell Module Share EDExpress Pell Processing Tips.

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Session 18

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  1. Session 18 Updates & Tips for the EDExpress 8.2 Pell Module Session 18-

  2. Who is this session for? • Intermediate to Advanced EDExpress Pell Module users • Evaluations • Questions? Session 18-

  3. Agenda • Highlight 2002-2003 changes to the EDExpress Pell Module • Share EDExpress Pell Processing Tips Session 18-

  4. 2002-2003 EDExpress Pell Updates Session 18-

  5. Record Layouts • Origination Record (Details Pending) • Added 3 New Fields to Origination Record due to COD • Current SSN • DOB • Student’s Full Name Session 18-

  6. Pell Grant Tab • Entry (Origination) • School Internal Sequence Number non-required entry field • Also available in Query, Browse and File Format • Record Source field values added • Origination Acknowledgement (O) • Origination Web Acknowledgement (W) • Year-to-Date Rebuild (X) Session 18-

  7. Pell Grant Tab • Entry (continued) • Origination Award Amount will accept cents (at Pell Processor) • Verification Status Code values modified: • V-Verified • W-Without Documentation • Blank-Not Verified Session 18-

  8. Pell Grant Tab • Entry (continued) • Screen reorganized to a more logical order • Weeks and Hours fields grouped together in separate column • Added COA (cost of attendance) to Pell Multiple Entry fields Session 18-

  9. Disburse Tab • Entry (Disbursements) • View | Processed Edits/Comments available • Reference number and comments will be displayed for disbursements carrying comments Session 18-

  10. Pell Imports • Import • Prior Year Import • Default school flag will now be carried forward when importing prior year Pell setup information • Ability to select school setup information by attended campus code Session 18-

  11. Pell Imports (Continued) • Import (continued) • Edit/Comment Codes will print at the end of the Import Edit Report when importing Origination/Disbursement Acknowledgement files • 300 level codes for Origination • 400 level codes for Disbursement • Will display the Negative Pending Amount on the Origination Import Edit report Session 18-

  12. Pell Imports (Continued) • Import (continued) • Packaging Data • When importing from the Packaging module to create Pell records, will use the new Pell COA field to populate the Pell origination record Session 18-

  13. Pell Imports (Continued) • Import (continued) • YTD Data • Disabled ‘Compare And Print Exceptions’ checkbox when using Update: Selected option Session 18-

  14. Pell Exports • Export • Data Request • Disabled ‘Select All’ button when YTD Select Records option is used Session 18-

  15. Reports • New Reports • Disbursement Pending Report • Will identify students who do not have disbursement records created with amounts that equal the Origination Award Amount Session 18-

  16. Reports • Reports (continued) • Origination List • Added an EFC identifier which will indicate whether a Primary or Secondary EFC was used • List-Batch Activity • No longer requires “From” and “To” dates on the print dialog Session 18-

  17. Pell Process • Process • Process Calculate Award Amount • Will now include a total # of records set to “ready”, and/or “not ready” at the bottom of the edit report after running ‘Calculate Award Amount for Entire School Year’ Session 18-

  18. Query • Pell Module Query more robust • Will allow comparisons between numerical fields Session 18-

  19. Help Text • Help • Online help for Pell School Setup will now use Interactive graphics in order to be more ‘user friendly’ Session 18-

  20. EDExpress Pell Processing Tips Session 18-

  21. Tip #1: User Database • Tools | Setup | Global | User Database • Can establish unique field used in all query modules • Can use the field in a query to filter records imported into the Pell Module with the Origination Data ISIRs import. • Multiple Entry/External Add or Change • Can use Global Multiple Entry or External import to update user data field(s) Session 18-

  22. Tip #2: Global Process - Calculate Award Amount • Process Calculate • Applies to Origination Records at Not Ready Status - with all other required fields completed • Some formulas can fill in all other fields through Origination Data ISIR import i.e. Standard credit hour schools • For those formulas that cannot, they can use Multiple Entry to update remaining fields i.e. Clock hour schools Session 18-

  23. Tip #3: Query for POP • Tools | Query | Pell • Create query where EDITS COMMENTS RETURNED BY RFMS EQUAL 411 • Print Disbursement List using Query • File | Export | Pell | Data Request • Multiple Reporting Record • MRR Type DS • Select students on Disbursement list on Select Records Grid Session 18-

  24. Tip #4: Multiple Entry Disbursements • Process | Multiple Entry | Pell • Select 5 - Award Amount - No value • Select 12 Disb. Submit Amount - fill in default amount for Pell Cell EFC Range • Select 13 - Disb. Submit Date - fill in default date • Selection Criteria - Query Title EFC Range - Select Records • Enter Pell Cell Range and select students Session 18-

  25. Questions? Session 18-

  26. CPS/WAN Technical Support We appreciate your feedback and comments. We can be reached: Phone: 800-330-5947 Email: cpswan@ncs.com Session 18-

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