Maximizing NSLDS Web Features for Student Financial Aid Administration

1. Session 31 NSLDS on the Web Hands – On Andrea Wise & Valerie Sherrer

2. Session Agenda • Navigate through NSLDS on the Web • Use NSLDS to administer FAA processes • Report and monitor Overpayment(s) • Maintain student Enrollment information • Update School Contact information • Utilize TSM for mid-year transfers

3. How to obtain NSLDS Access • SAIG Web Site: fsawebenroll.ed.gov • Contact CPS/WAN Technical Support for assistance at 1-800-330-5947 • Every user must receive his/her own User ID and Password

4. How to get to the NSLDS Web Site • Enter https://www.NSLDSFAP.ed.gov to access the logon screen • Enter User ID and Password as assigned by SAIG

5. NSLDS Logon

6. NSLDS Logon Enter your User ID and Password

7. NSLDS Logon Click “I Agree” that you are authorized to access this data and will protect the Privacy of it

8. Change Password

9. System Requirements

10. Download Help

11. NSLDS Main Menu Input Student’s SSN, First Name, and DOB Click functions such as “Loan History” Message Box

12. Aid Tab Menu Input Student’s SSN, First Name, DOB Click Retrieve

13. Loan History Click number or Loan Detail Button to see more loan information

14. Loan Detail Page Click “Overpayment List” to go to Overpayment Page Page continued below

15. Loan Detail Page cont’d

16. Overpayment List Click “Add Overpayment” to add another Click Number Icon To Update/Delete Overpayment

17. Add Overpayment Fill In Required Fields Click “Submit”

18. Add Overpayment Continued Click Number Icon to go to Update/Delete Page Click “Grants”

19. Pell Grant Page

20. Return to Main Menu Click “Enroll” Tab to go to Enrollment function

21. Enrollment Tab Menu ENTER “SSN”, “First Name”, and “DOB”, Then Click “Retrieve”

22. Enrollment Summary Page Click “Enrollment Detail” for expanded view

23. Enrollment Detail Advanced Display Options allows selection of records to display

24. Enrollment Summary Page Click “Enrollment Timeline” to see chronology of reported enrollment

25. Enrollment Timeline

26. Enrollment Summary Page Click “Enrollment Maintenance” to update this student

27. Enrollment Add Click “Enrollment Update” ENTER “SSN”, “First Name”, and “DOB”, Then Click “Retrieve” Loan Record Must Exist on NSLDS To Add Student

28. Enrollment Update To see all Enrollment records, click “Retrieve” Search Options allow sort by data fields, then click “Retrieve”

29. Update Student Enrollment “Check All” fills check box and updates Cert Date Update Student Info, then click “Certify Checked Students”

30. Enrollment Update Continued Click “Confirm” or “Cancel”

31. Successful Update Indicates Successful Update

32. Return to Main Menu Click “Org” Tab

33. Org Tab Menu Click “Number Icon” To Update/Delete Click To Add New Contact Information

34. Update/Delete Contact Click “Update” or “Delete”

35. Update Information Update Fields, Then Click “Submit”

36. Update Contact Information Indicates Successful Update

37. Search for an Organization Enter Type, Code and/or Name and Click “Retrieve”

38. Organization after Search Click “Data Provider Schedule”

39. Data Provider Schedule Click “Repayment Information”

40. Repayment Information Click To Request Borrower Report Click “Cohort Default Rate”

41. Cohort Default Rate History List Click “School Profile”

42. School Profile

43. Main Menu Click “Report” Tab

44. Request Report Click “Log Page” To Check Status To Request Report, Click “Number Icon”

45. Request Report Continued Indicate “Type” Check To Select Request Indicate Sort Order Click “Submit”

46. Request Report Continued Verify Parameters, and Click “Confirm”

47. Main Menu Click “Tran” Tab

48. Transfer Monitoring List Click To Add Student Click “Number Icon” To Update/Delete Sort/Retrieve Students That Meet Conditions

49. Student Monitoring Detail Click “Update” or “Delete” Click “Monitoring Alert Review”

50. Monitor Alert Review Click item to review the aid that has changed Check Reviewed Box to clear alert