COD Hands-On

1. Session FS2 COD Hands-On Barbara Davis and Wood Mason | Nov.-Dec. 2017 U.S. Department of Education 2017 FSA Training Conference for Financial Aid Professionals

2. Agenda • Person menu searches • MPN, Counseling, and PLUS application • Individual person search data • School data • Funding and close out • File share • Batch menu • Anticipated disbursement queue • Batch and edit rejects • Reports

3. Let’s Meet the …Person Menu • Searching for Multiple • results • Counseling • MPNs/ATs • PLUS applications • Searching for • individual results • Person • Credit check • Applicant search • Servicer • Default

4. Searching for Multiples- Ad Hoc Reporting • Counseling • Search by SSN, or by School Date Range up to seven (7) days and by Counseling Type or by All Types • MPNs/ATS • Search by SSN, by MPN or ATS ID, or by school up to 90-day date range • PLUS applications • Search by PLUS app ID, Student or PLUS name/SSN or by school date range up to seven (7) days

5. Counseling Search and Results • Search by SSN- up to 10 • Or by date range up to a • week at a time • Search for a specific award year • Search for All Counseling or • specifically by Sub/Unsub, • PLUS, Financial Awareness, • TEACH, or Exit

6. Counseling Search results exported to CSV

7. MPN/ATS Search • Search by SSN or MPN ID • School Date Range up to three • (3) months finds both linked and • unlinked

8. MPN search results exported to CSV

9. PLUS Application Search • Search by: • Application ID • Grad PLUS by SSN and Name • School and date range up • to a week at a time

10. PLUS application exported to CSV

11. Individual Person Searches • Applicant Data • ISIR data used to determine eligibility for aid • Award Data • MPN • Credit • Servicer

12. Applicant Search - ISIR data

13. Person Information

14. Person: All Awards

15. Direct Loan: Award Detail

16. Disbursement Data

17. MPN Sub/Unsub= M Grad or Parent PLUS= N Linked/Unlinked

18. Credit Check

19. Borrower/Servicer Relationship • Awards • Attending School • Servicer Name • Booked Date • Relationship Established

20. Practice Time • Log into COD • Do a search for either your school’s Promissory Notes, Counseling, or PLUS Applications • Collect or save one SSN and then search for that Person and look at the information specific to them • Raise your hand when you have found both an MPN or Counseling AND a loan or grant with an Actual Disbursement Date

21. School Menu • School Summary • Funding Information • Balance Confirmation • Reopen/Extended • Processing • File Share Messages

22. School Menu: Options

23. School Menu: Funding Information

24. Tidying up the Year

25. File Share Messages Click on the File Share to download.

26. Practice Time • Log into COD • Search for your school • Locate your Options for Direct Loans • Locate the File Share message for your school and download it; be prepared to share the message • Raise your hand when you have both

27. What’s new in COD? • Batch menu • Anticipated Disbursement Queue • Reports

28. Batch Menu What’s new? Individual Search buttons Select all or multiple years in both date range and SSN

29. Batch Searches Document Types AC--TEACH Annual CounselingAT--Agreement to ServeBN--Booking NotificationCS--Credit StatusEC--Direct Loan CounselingND--Negative DisbursementPN--Promissory NotePS--Payment to ServicingSP--PLUS Application AcknowledgementRS--Common Record batch received from schoolWB--Web Initiated batch Accepted and rejected broken out By Student, Award, and Disbursement

30. And That’s Not All!!! School Name, Schema Version Filter by Program Type Total Awards and $ Total Disbursements and $ Total Rejects and $ Total Duplicates and $

31. Lots of Filtering Capability Added Filter by: SSN Name Accepted/Rejected DRI= T/F Edits

32. Filter by Edit Type and Actuals Export to CSV

33. Reject Errors and Details Click on “rejected” Click on “edit details”

34. Practice time • Go to the Batch Menu and do a Date Range search for your school’s batches • Find a batch with rejected data and filter by Edit Type and or Actual (true) Disbursements • What is the $ amount of the rejects and name one edit and description you found • If you have no rejected data in any batches, then identify the number of records in the batch and the actual disbursements $ amount • Raise your hand when have the answers

35. Anticipated Disbursement Queue • Search by: • Entity ID • Award Year • Program Type • Award Year • Disbursement Date Range • Disbursement Status • All, pending or active • Disbursement Amount • >$0 • =$0 • All disbursement amounts

36. Anticipated Disbursement Queue • Two primary uses • Do a search for past dated records which should have been reduced to $0 or were reduced to $0 and should not have been • Do a future dated search to select records to submit as actual disbursements

37. Select up to 100 records to Batch

38. Select Records to Submit

39. Voila! A Batch! Batch ID Rejects and Warnings Total Disbursement Amount

40. Practice time • Go to the Batch Menu and select Anticipated Disbursement Queue • Search for past dated disbursements • Award Year 2017-18 by Program and through December 2017 • Note how many were reduced to $0 or should have been disbursed/reduced to $0 • Create a batch of records within 7 days of today’s date • Go up to the step where you are ready to submit and then return to disbursement list – What was the dollar amount of your batch? • Raise your hand when have the answers

41. New COD Reporting Portal

42. COD Reporting Portal

43. School Report Search

44. Report Availability on the Report Portal

45. School Report Search: Filtering

46. Report Search: Results

47. Navigating Back to Home

48. Practice time • Go to the Services Menu • Use the School Report Search • Find a Direct Loan Actual Disbursement Report • Find your MPN Status Report • Raise your hand when have downloaded and opened them both

49. QUESTIONS? Barbara.davis@ed.gov 202-821-3953 Wood.mason@ed.gov 202-821-3951 codsupport@ed.gov