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EDExpress Packaging: What's New in Session 19

Get insights into the latest features of EDExpress Packaging in Session 19, covering setup, entry, and process enhancements. Learn about new fields, funds, loan types, and reporting options.

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EDExpress Packaging: What's New in Session 19

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  1. Session 19- 1

  2. Session 19 EDExpress Packaging: What’s New and Q&A Session 19-

  3. Introduction • Who the Session is geared for? • Evaluations • Questions Session 19-

  4. Agenda • Setup • Entry • Process • Import • Browse Session 19-

  5. Setup • New Fields • Added New funds to Fund Maintenance • Direct Unsubsidized Loan-Need Based (Aid Type D) • Grant, Non-need Based (Aid Type R) • Chapter 30 VA Benefits/Americorps (Aid Type V) • Added a “Do Not Unpackage” field to Fund Maintenance • Can enter Remaining Need Values for loan funds Session 19-

  6. Setup (cont.) • New Features • Added new Loan Fees to Budget • Housing Status now Housing Plans • Budget Codes can now contain spaces Session 19-

  7. Setup (cont.) • New Features • Award Letter greeting modifiable • Document Tracking Letter greeting and closing modifiable Session 19-

  8. Entry • New Fields • Added Loan Aggregates fields to the Packaging Record • Aggregate Subsidized Loan Amount • Aggregate Unsubsidized Loan Amount • Aggregate Perkins Loan Amount Session 19-

  9. Entry (cont.) • New Fields • New valid values for grade levels are 0-7: • 0 = 1st year undergraduate/never attended college • 1 = 1st year undergraduate/attended college before • 2 = 2nd year undergraduate/sophomore • 3 = 3rd year undergraduate/junior • 4 = 4th year undergraduate senior • 5 = 5th year/other undergraduate • 6 = 1st year graduate/professional • 7 = continuing graduate/professional Session 19-

  10. Entry (cont.) • New Features • Can view Fund Totals without scrolling • Entered transaction # now used as trankey for manual records Session 19-

  11. Entry (cont.) • New Features • Federal Subsidized Stafford Loan and Federal Unsubsidized Stafford Loan names now Direct Subsidized Loan and Direct Unsubsidized Loan Session 19-

  12. Print • New Features • Print Packaging records with no funds from Awards tab • Federal School Code suppressed on Award Letter Session 19-

  13. Print (cont.) • New Features • Sort Order option added to List - Students by Fund Code • New reporting options for List - Students by Fund Code • Packaged • Not Packaged • Both Session 19-

  14. Print (cont.) • New Features • Funds Measurement Report - Need Based Loans now Other Need Based Loans • FISAP Reports - new income grids and field labels match those in Part II of the FISAP 3.0 software Session 19-

  15. Process • New Features • Process | Package allowed on “N” records • Dialog to give reasons why record could not package • Doc Status “D” prevents record from being packaged Session 19-

  16. Process (cont.) • New Features • PLUS Loans not awarded if Dependency Status blank • Process Package/Unpackage/Repackage Priority Deadline Date changed to Priority Deadline Date Range Session 19-

  17. Process (cont.) • New Features • User Defined Formulas calculates funds awarded multiple times • Chapter 30 VA Benefits/Americorps not included when determining Stafford eligibility Session 19-

  18. Process (cont.) • New Features • Multiple Entry - Award Letter Received, Received Date, and Print Letter updateable only when the Pack status is P, H, or M Session 19-

  19. Import • New Features • Import last year’s setup • Add Budget option selected as default Session 19-

  20. Import (cont.) • New Features • Two progress bars during ISIR import • ISIR data import • Add Budgets function Session 19-

  21. Browse • New Features • New Browse grid added for Awarded Funds by Term Session 19-

  22. Further Assistance We appreciate your feedback and comments. We can be reached: Phone: 800-330-5947 Email: CPS@ncs.com or SFATECH@inet.ed.gov Session 19-

  23. Questions? Session 19-

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