2013-2014 QA Analysis Training

1. 2013-2014 QA Analysis Training Michael Cagle and Holly Langer-Evans

2. Training Preparation

3. The Process

4. Uploading Process

5. Prepare Flat File of Verified Records

6. Institutional Criteria

7. Institutional Criteria

8. Question to Answer

9. Access Report Run Report Pell Grant Improper Payment Report

10. Pell Grant Improper Payment Report • Access Report-Select OK-Select Build A Report-Select Run Icon

11. Pell Improper Payment Report ISIR Categories Grey Ribbon Bar • Save Report to your hard drive-save as webpage.html only • Open your Pell Improper Payment Reportto begin your Analysis

12. How to Navigate the Report Can move pane by clicking on blue bar and dragging it to the side or up or down. Use Icon to add Categories Change count to sum or AVG Use down arrow to select ascending or descending order Ribbon Bar –Gray Box Drag to make report larger

13. From the Ribbon Bar, locate Selected _By_CPS and selectthe down arrow From the Menu, select Roll Up, and then Selected_By_CPS Create A Roll Up Table

14. 254 records not selectedby CPS 99 records selected by the CPSAdd a category to the table: Institutional Criteria What is the Report telling you?

15. Select the icon Click on Chart/Rollup Tool select, INST_VERIF_CRIT and drag it into the Group By columnHint: Drop it in the Group by column when you see the red line Select OK Add a field to the Roll up Table ___________

16. What is our Focus? • 156 records without codes • 98 records not selected by CPS that were selected by the school • 37 selected by both CPS and School 98

17. Filter on the 98 Records • Go to Gray Ribbon at the top of the original Report we ran andselect the down arrow onSelected_By_CPS, SelectFilter and select equals, Scroll back to report • Next to equals box select downarrow and select NO • Select Add Condition Box, Selectthe Select_By_School Field, SelectEquals, Select down arrow and selectYes • Select Filter

18. What Does this Report Tell Us? • Identifies records not verified by the CPS but were verified by the school. Identified the verification groupings • What it doesn’t tell us is the impact the verification groups had on Pell or EFC

19. Add ABS Pell and ABS EFC • Select the iconClick ADD (Y) select,ABS_EFC_Change • Select the iconClick ADD (Y) select,ABS_PELL_Change • Select the icon and change it to SUM

20. Roll Up Report: Added Categories • Keep Criteria B, D and F

21. Live Demonstration

22. Analysis Assignment • Have your Institutional Criteria available to review • Open the Pell Grant Improper Payment Report • Create and print the report as indicated in this presentation • Determine which institutional criteria you will keep, tweak or delete • Bring results to the FSA Conference

23. Select the icon Click on Chart/Rollup Tool select, Select_BY_School and drag it into the Group By columnHint: Drop it in the Group by column when you see the red line Select OK If you have < 20 records: ___________

24. Analysis Assignment Instead of analyzing individual criteria, analyze all your criteria collectively.

25. Conference Assignment • School criteria you would keep? • School criteria you would tweak? • School criteria you would delete?

26. What We Have Learned

27. Resource • QA Web Site- Training and Guidance Linkhttp://ifap.ed.gov/qadocs/ToolsforSchools/2012QASession1.pdf

28. Regional Representatives • Holly Langer-Evans • Phone:617 289 0136 • Email: Holly.Langer-Evans@ed.gov • Michael Cagle • Phone: 206-615-2586 • EMAIL: Michael.Cagle@ed.govAnne Tuccillo • Phone: 202-377-4380 • Email: Anne.Tuccillo@ed.gov