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Navigating the COD Web Site

Session 19. Navigating the COD Web Site. Check for system updates. http://cod.ed.gov. Person. Services replaces Report. For Direct Loans can search for p-notes and credit checks. View All Awards. Person information for all award types. Displays all awards by program.

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Navigating the COD Web Site

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  1. Session 19 Navigating the COD Web Site

  2. Check for system updates http://cod.ed.gov

  3. Person Services replaces Report

  4. For Direct Loans can search for p-notes and credit checks

  5. View All Awards Person information for all award types

  6. Displays all awards by program Person has Pell award Person has Direct Loan award

  7. To view detail click on Award Amount Approved Shows total eligibility used based on Scheduled award amount

  8. Click disbursements Shows total amount disbursed on this award Indicates if a Pell over award has been referred to Debt Collection Service

  9. To view detail click 1

  10. To view history click

  11. View promissory notes for person View credit check for PLUS borrowers To view detail click on Award ID Shows all Direct Loan awards for any school

  12. Click disbursements Shows total amount disbursed on this award

  13. Shows all disbursements are funded (actual) To view detail click 1

  14. Indicates most current sequence number

  15. Shows summary financial information Shows current contacts

  16. Shows how much the last ACA was and when it was paid. Shows substantiated disbursements and net drawdowns

  17. Allows printing of all cash activity Shows total drawdowns and unsubstantiated amount greater than 30 days

  18. Shows total award and disbursement amounts by program and award year

  19. Search for all batches by date range and/or batch type Search by specific batch id Search for all batches for a person by SSN

  20. For more detail click on Batch ID Date Range Search

  21. Shows status of all records in a batch, to view reject reasons, click Rejected Shows summary information for the batch

  22. Printing all records in a batch Can print 1000 records at a time

  23. To get to reports click

  24. To get to Direct Loan Servicing

  25. Full Participant Functions

  26. Creating Person, Award and Disbursement • Use the COD web site to create a person, award and disbursement immediately • Add an additional award for an existing person • Add additional disbursements for existing awards

  27. To create a person fill in all required information and click Create Award

  28. To create new disbursement Choose award type: Pell, DL Sub, Unsub, or PLUS

  29. Complete all required information and click submit

  30. Person is created with Pell award To create new Direct Loan award

  31. Need to create 21 character award ID Last three digits of award ID Choose who prints disclosure statement and p-note

  32. If actual disbursement choose True

  33. Person now has Pell and Direct Loan awards

  34. Processing Pended Disbursements • Pended disbursements can be processed on the web • Process a single disbursement through the Disbursement Detail page • Process multiple disbursements through the Action Queue

  35. Check box(es) of disbursements to change Disbursement Release Indicator from False to True

  36. Shows which disbursements were processed

  37. To process disbursements for multiple students use the Action Queue Select award year, date range of disbursements, and pending status

  38. Choose disbursements to process

  39. Working Rejects • See the reason why a record rejects • Schools can choose to correct the rejects for those records on the web

  40. View why Records rejected, to correct click View Record

  41. Shows all rejects for a record Make all corrections including disbursement rejects

  42. Make all corrections and click submit

  43. Changes for 2004-2005

  44. School Summary Financial • Direct Loan screen will change to be more like the School Account Statement (SAS) • Pell screen will remain the same, but calculations will be corrected ,

  45. Batch Search Results • More detail will be added to the result screen • Record type • Pell only • Direct Loan only • Campus Based only • Common – a combination of two or all three types • Document Type • Response • System generated documents • Pell system generated negative • Direct Loan promissory note acknowledgements • Date Received and Date Response Sent are separated

  46. Date Received and Date Response Sent separated New fields to let users know what type of batch and what is in it. New Batch Search by SSN

  47. Batch Detail View • Separating School Reported data from Batch Statistics • Adding award type • PEL (Pell award) • DLS (sub loan) • DLU (unsub loan) • DLP (PLUS loan) • Displaying all characters for award id including leading zeros • Phase-In participants will not have a summary view

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