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EDExpress Training Presented by Doug Baldwin – CPS/SAIG Technical Support Bob Berry – U.S Department of Education/FSA. Agenda. Packaging Module Document Tracking Queries Multiple Entry File Formats External Export Export Grid to File Getting Help With EDExpress Questions.
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EDExpress Training Presented by Doug Baldwin – CPS/SAIG Technical Support Bob Berry – U.S Department of Education/FSA
Agenda • Packaging Module • Document Tracking • Queries • Multiple Entry • File Formats • External Export • Export Grid to File • Getting Help With EDExpress • Questions
Packaging Module • Packaging Setup • Tools, Setup, Packaging
Packaging Module • Packaging System Setup
Packaging Module • Academic Year Profile
Packaging Module • Fund Maintenance
Packaging Module • Award Methodology
Packaging Module • Budgets
Packaging Module • User-Defined Formulas
Packaging Module • SAP Values
Document Tracking • EDExpress can track the request and receipt of required documents • For example: Parent and student tax returns for verification and school’s internal documents • You can define as many tracking documents as may be required of your applicants
Document Tracking • You can mark each document as: • Required for Verification • Use this option if you want this document assigned to students selected for verification • Automatic Request • EDExpress assigns documents according to the criteria you have specified • Required for Packaging • Document must be recorded as received before the student's aid can be packaged
Document Tracking • Tools, Setup, Global
Document Tracking • From Document Tracking setup dialog box, click the Global tab • Click the Add button. • Enter a Code • Enter a Description • If you want to attach a query, click the Criteria ellipsis button. • Select the Automatic Request checkbox if you want to assign the document automatically during the Add Documents process. • Select the Required for Verification checkbox if you want the document assigned to students selected for verification during the Add Documents process. • Click Save
Document Tracking • Currently no documents are assigned for this student • Students record prior to adding documents • Doc tab
Document Tracking • To Assign documents Click Process, Add Documents and select Global
Document Tracking • Select Transaction Preference: • Active • Highest • Blank • Enter Date Range (not required) • Click OK
Document Tracking Doc Tab of student record after Add Document Process Student 1040 document was added
Document Tracking • To print document tracking letter: • File, Print and click Global tab • Select Document Tracking Letter as Report type • You can print a letter for a single student or multiple students by selecting the Single or Multiple radio buttons • Select the desired options • Click OK
Document Tracking This student has two required documents that are missing (status M).
Document Tracking When the document is received by the student, enter the date in the Document Received Date field on the Docs tab. The next time that document tracking letters are generated, the received document will not be listed.
Query • Tools, Query • Click • Global • App Express • Packaging • Direct Loan • Pell • TEACH
Query • Pre-Defined Queries • Queries created for software users that come pre-packaged when installed
Query • User-Defined Queries • Queries created by the software user
Query • Using pre-defined query • Example: Print a list of loan records that are accepted • File, Print, Direct Loan, Multiple, Click the Selection Criteria button
Query • From Selection Criteria diaog box • Click ellipsis button
Query • From the Query Grid dialog box, select the Loan Origination Status pre-defined query, click OK
Query • From Selection Criteria dialog box, Click OK
Query • From the Parameter Query Entry dialog box, enter ‘A’ in Field Value, click OK
Query • From the Print dialog box, click OK to print the report
Query • Creating User-defined queries • Tools, Query, Direct Loan, click the Add button
Query • Enter Query Title • Select Query Field • Select Operator • Enter Value • Click Append button • Click Save • Helpful Hint: Use “Value Help” button to determine the valid values for the Query Field selected
Query • Create a query to filter for loan originations not showing as accepted
Query • Queries with multiple criteria using And/Or • Query to select PLUS/Grad PLUS records whose MPN and Credit statuses allow them to be disbursed
Multiple Entry • Using the Multiple Entry function, you can update various fields in Global, Packaging, Direct Loan, Pell Payments and TEACH for multiple students at one time. • Select Process, Multiple Entry, then select the module that contains the type of records you want to update
Multiple Entry • Enter first actual disbursements using multiple entry and querying for a specific date
Multiple Entry • Select Disbursement Number Select check box • Click in the Disbursement Number Value field • Select the disbursement number you want to update from the drop-down menu • Select Disbursement Release Indicator Select checkbox • Select Disbursement Release Indicator Value checkbox • Leave the Disbursement Amount, Disbursement Date and Enroll OPE ID Select checkboxes checked, but do not enter a Value • Click the Selection Criteria button to attach the query
Multiple Entry Click Query Title ellipsis button
Multiple Entry Select Query and click OK
Multiple Entry • Enter Anticipated Disbursement Number that you want to update • Enter Anticipated Disbursement Date • Click OK
Multiple Entry Click OK
Multiple Entry Records that meet the query criteria are selected by default. You may clear the Select checkbox if there are records you do not want to update. Click Save
Multiple Entry Click ‘Yes’ to save changes.
Multiple Entry Click ‘Yes’ to the final save prompt.
Multiple Entry • Multiple Entry Edit report tells how many records were updated. • Any records that could not be updated will print on the Multiple Entry Edit report.
