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Creating Flat ASCII Files and Uploading Records

Creating Flat ASCII Files and Uploading Records. Training Developed by the QA Program Team. Training Objectives. Identify Population to Upload into the ISIR Analysis Tool for 09-10. Create and Upload a Flat ASCII file to bring records into the ISIR Analysis Tool.

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Creating Flat ASCII Files and Uploading Records

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  1. Creating Flat ASCII Files and Uploading Records Training Developed by the QA Program Team

  2. Training Objectives Identify Population to Upload into the ISIR Analysis Tool for 09-10 Create and Upload a Flat ASCII file to bring records into the ISIR Analysis Tool Review ISIR Analysis Tool Calendar of Activities

  3. Have you heard? • Preparation is everything

  4. Population to Analyze • A Sample of Records that Met Your Institutional Criteria

  5. Prepare Flat File of Verified Records 111221234MA0105Y 111331235LA0204 111441236EV0106Y • SSN • First Two letters of the last name (CAPS) • Initial Transaction • Paid on Transaction • Y (to indicate the record met your verification criteria) or blank space Length: 16 Character Field

  6. Creating Flat ASCII Files File with BOTH transactions File with only ONE transaction File with NO transactions

  7. File With BOTH Transactions Flat ASCII File • Introduce the New Policy and Procedure Assessment

  8. Upload Your Data

  9. Build/Rebuild

  10. Build/Rebuild

  11. File With BOTH Transactions

  12. Random Sample

  13. No Random Sample

  14. Locate Your Flat ASCII File

  15. Upload File

  16. ISIR Data Confirmation

  17. Data Validation

  18. Data Validation Confirmation

  19. Current Status

  20. File With Only ONE Transaction Initial Transactions • Paid-On Transactions

  21. Locate Your Flat ASCII File

  22. Don’t Forget …

  23. File with NO Transactions Create a flat file with just SSN and First two letters of the last name No blank spaces needed at the end of fileLength: 11 Character Field

  24. File With NO Transactions

  25. Auto Load Initial • Step 1: Prepare and Upload Paid-On Transactionsinto the tool.Step 2: Use Auto Load Initial featureto bring in theinitial transactions

  26. Auto Load Paid-On Step 1: Prepare and Upload Initial Transactionsinto the tool. Step 2: Use Auto Load Paid-On featureto bring in thePaid - On transactions

  27. Don’t Forget …

  28. Institutional Verification Flag

  29. 2009-10 QA Program Requirements for Using the ISIR Analysis Tool Upload and Validate 2009-10 Records Analyze Data Provide 2010-11 Institutional Verification Criteria to regional Representative

  30. Getting Ready for 2010-11 Upload and Validate 2010-11 Random Sample Analyze 2010-11 Sample Data Provide 2011-12 Institutional Verification Criteria to regional Representative

  31. 2010-11 Timeline of Activitiesfor the ISIR Analysis Tool

  32. QA Program Resources • QA Program Website - http://ifap.ed.gov/qualityassurance • QA Program Listserv - Send email to Warren.Farr@ed.gov to subscribe to the QA Program listserv • QA Program Mailbox – quality.assurance@ed.gov • QA Program Training -http://ifap.ed.gov/qahome/training.html • Information for Financial Aid Professionals - http://ifap.ed.gov • Team Building Website - http://www.Teambuildinginc.com

  33. QA Regional Representatives Regions 1, 2, and 5 – Holly Langer-Evans – (617) 289-0136 Holly.Langer-Evans@ed.gov Regions 3, 4, 6 & 7 – Anne Tuccillo – (202) 377-4378 Anne.Tuccillo@ed.gov Regions 8, 9, and 10 – Michael Cagle – (206) 615-2586 Michael.Cagle@ed.gov

  34. What We Have Learned Preparation Needed For Creating Flat ASCII Files • How To Create and Upload a Flat ASCII File • ISIR Analysis Tool Calendar of Activities

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