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Become an EDExpress Direct Loan Release 2.0 Super User!

In this session, learn to simplify Direct Loan processing with EDExpress Release 2.0 features. Explore functions, set up, and troubleshooting to become a super user! Discover tips and tricks to enhance your loan management skills.

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Become an EDExpress Direct Loan Release 2.0 Super User!

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  1. Session 24 Become an EDExpress Direct Loan Release 2.0 Super User! Bob Berry Doug Baldwin

  2. Objective: This session will highlight selected 2004-2005 EDExpress Release 2.0 features that will be of great benefit to those users looking for ways to simplify Direct Loan processing and take advantage of the powerful features EDExpress has to offer.

  3. Objective for today: • Guided peek inside the software • Don’t worry if you don’t understand every step; it will come with practice.

  4. Clear Locks Repair Database COD Setup tab System Setup Grid Functionality Disbursement Setup Reset Password What we will cover:Global Functions Affecting Direct Loans

  5. What we will cover: • Direct Loan functions • Multiple Entry (ME) • Actual Disbursements • Update DRI to True • Modify date and/or amount, then update DRI • Update Anticipated Disbursements • Record Adjustments to Actual Disbursements

  6. What we will cover: • Direct Loan (continued) • Share Disbursement Profile Codes • Create one code to work for PELL and DL • Use new Action Date field to monitor 30 day reporting requirement • Utilize Tolerances and EDExpress Reports to evaluate your processing needs

  7. Clear Locks

  8. Check Record to Clear Lock

  9. Repair Database

  10. Repair Database

  11. Verify your Database

  12. Global Setup tab: Time Savers

  13. Global Default System

  14. COD Setup tab-Disb Profile Code

  15. Grid Functionality

  16. Right Click in Column Heading

  17. Grid Functionality: Find…..

  18. Quick Sort Ascending

  19. Export Grid to File

  20. Export Grid to File

  21. Voila!

  22. Reset Password

  23. Reset Password

  24. Direct Loan Multiple Entry

  25. 15 Fields To Make Your Job Easier!

  26. DRI Unchecked: Update AnticipatedsDRI Checked: Update Actuals

  27. Update Anticipateds

  28. Updating Anticipateds 2 1 3 4

  29. Update Anticipateds Date or Amount

  30. Update Actuals 1 3 2 4

  31. “1” = True Scroll Over. Blank means “Use Anticipated Dates and Amounts.”

  32. Whoops! Picked one previously updated.

  33. Disbursement Date vs Action Date

  34. Downward Adjustments

  35. Success!

  36. This Disbursement Record will go to COD in the next Common Record

  37. Make a Mistake?

  38. Choose “Blank” Disb. Number to Deselect a Record After choosing blank, click on any field. Values change. “0” means Do Not Update. Blue Disappears. Record is deselected.

  39. Quality Assurance Component of Direct Loan Program

  40. Document Activity (COD Common Record) • “Enter the number of days for the period between a COD Document’s creation date and its response date that must be exceeded to print on the Document Activity report. Valid values range from 00 to 99.”

  41. Print List; Exceptions Only

  42. Tolerance Exceptions Only

  43. DL Tools: QA Reports

  44. Who has the next Question?

  45. Global Clear Locks Repair Database COD Setup tab System Setup Grid Functionality Disbursement Setup Reset Password Feel Like You Know A Little More?

  46. Direct Loan Multiple Entry (ME) Actual Disbursements Update DRI to True Modify date and/or amount, then update DRI Update Anticipated Disbursements Record Adjustments to Actuals Share Disbursement Profile Codes Create one code to work for PELL and DL Use new Action Date field to monitor 30 day reporting requirement Utilize Tolerances and EDExpress Reports to evaluate your processing needs What we covered:

  47. Technical Assistance • CPS/SAIG Technical Support: Phone: 800 330-5947 Email: CPSSAIG@ed.gov • COD Customer Service Phone: 800 848-0978 Email: CODsupport@acs-inc.com

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