490 likes | 515 Views
Join the session at the U.S. Department of Education 2017 FSA Training Conference to learn about managing financial aid processes on the COD system. Explore search, file share, batch processing, anticipated disbursements, and reporting. Hands-on practice included.
E N D
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
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
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
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
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
MPN/ATS Search • Search by SSN or MPN ID • School Date Range up to three • (3) months finds both linked and • unlinked
PLUS Application Search • Search by: • Application ID • Grad PLUS by SSN and Name • School and date range up • to a week at a time
Individual Person Searches • Applicant Data • ISIR data used to determine eligibility for aid • Award Data • MPN • Credit • Servicer
MPN Sub/Unsub= M Grad or Parent PLUS= N Linked/Unlinked
Borrower/Servicer Relationship • Awards • Attending School • Servicer Name • Booked Date • Relationship Established
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
School Menu • School Summary • Funding Information • Balance Confirmation • Reopen/Extended • Processing • File Share Messages
File Share Messages Click on the File Share to download.
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
What’s new in COD? • Batch menu • Anticipated Disbursement Queue • Reports
Batch Menu What’s new? Individual Search buttons Select all or multiple years in both date range and SSN
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
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 $
Lots of Filtering Capability Added Filter by: SSN Name Accepted/Rejected DRI= T/F Edits
Filter by Edit Type and Actuals Export to CSV
Reject Errors and Details Click on “rejected” Click on “edit details”
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
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
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
Voila! A Batch! Batch ID Rejects and Warnings Total Disbursement Amount
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
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
QUESTIONS? Barbara.davis@ed.gov 202-821-3953 Wood.mason@ed.gov 202-821-3951 codsupport@ed.gov