Post on 05-Jan-2016
EDExpress TrainingPresented 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
3
Packaging Module
• Packaging System Setup
4
Packaging Module
• Academic Year Profile
5
Packaging Module
• Fund Maintenance
6
Packaging Module
• Award Methodology
7
Packaging Module
• Budgets
8
Packaging Module
• User-Defined Formulas
9
Packaging Module
• SAP Values
10
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
11
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
12
Document Tracking
• Tools, Setup, Global
13
Document Tracking
14
• 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
15
Document Tracking
16
• Students record prior to adding documents
• Doc tab
• Currently no documents are assigned for this student
Document Tracking
• To Assign documents
17
Click Process, Add Documents and select Global
Document Tracking
18
• Select Transaction Preference:
• Active• Highest• Blank
• Enter Date Range (not required)
• Click OK
Document Tracking
19
Doc Tab of studentrecord after Add Document Process
Student 1040 document was added
Document Tracking
20
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
21
This student has two required documents that are missing (status M).
Document Tracking
22
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
23
Click•Global•App Express•Packaging•Direct Loan•Pell•TEACH
Query
• Pre-Defined Queries– Queries created for software users that
come pre-packaged when installed
24
Query
• User-Defined Queries– Queries created by the software user
25
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
26
Query
27
Query
• From Selection Criteria diaog box– Click ellipsis button
28
Query
• From the Query Grid dialog box, select the Loan Origination Status pre-defined query, click OK
29
Query
• From Selection Criteria dialog box, Click OK
30
Query
• From the Parameter Query Entry dialog box, enter ‘A’ in Field Value, click OK
31
Query
• From the Print dialog box, click OK to print the report
32
Query
• Creating User-defined queries
• Tools, Query, Direct Loan, click the Add button
33
Query
34
• 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
35
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
36
Query
37
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
38
Multiple Entry
39
Multiple Entry
• Enter first actual disbursements using multiple entry and querying for a specific date
40
Multiple Entry
41
•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
42
Click Query Title ellipsis button
Multiple Entry
43
Select Query and click OK
Multiple Entry
44
Multiple Entry
45
• Enter Anticipated Disbursement Number that you want to update
• Enter Anticipated Disbursement Date
• Click OK
Multiple Entry
46
Click OK
Multiple Entry
47
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
48
Click ‘Yes’ to save changes.
Multiple Entry
49
Click ‘Yes’ to the final save prompt.
Multiple Entry
50
• 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.
File Formats
• This utility enables you to set up user-defined file formats to use when exporting data to external systems.
• Each file format is identified by a code that you define.
• File formats are limited to a maximum of 255 fields.
51
File Formats
• Tools, File Formats
52
Click•Global•App Express•Packaging•Direct Loan•Pell•TEACH
File Formats
• Creating a File Format in Direct Loan
• Tools, File Format, Direct Loan, click the Add button
53
File Formats
54
• Enter Format Code
• Enter a Format Description
• Click the Select checkbox for the fields the you want to include in the File Format
• Click the Resequence button
• Click Save
External Export
• External Export function enables you to export data from EDExpress to a specified file for use with your other computer systems
• Must use format codes to indicate which data elements to export
• Can also use the External Export function to create user-defined reports from EDExpress for import into another software application, such as Microsoft Excel
55
External Export
56
• File, Export, Direct Loan
• Select External Loan Data as the Export Type
• Select Export Status• Select Format Code• Select Delimiter• Click OK• Exports a
DEER13IN file to the specified default export directory
Export Grid to File
• Use this function to save the data in the grid to a file in the format you select
• You can separate the fields with tabs, commas, or a keyboard character that you select
• Open the file in another software application such as Microsoft Excel
57
Export Grid to File
• Tools, Browse
58
• With cursor in the column heading on the selected Browse grid, right click mouse.
• Select “Export Grid to File…” from the pop-up menu that appears
Export Grid to File
59
• From the Export Grid to File dialog box, click the down arrow for Export Type and select from the list. I prefer Comma-Delimited.
• Click OK
Export Grid to File
60
• In the Save As dialog box, select a location to save the file in the Save In field.
• Enter a name for the file in the File Name field.
• Click Save
Export Grid to File
61
• Open MS-Excel
• File, Open• From Open
dialog box, click the down arrow in the “Look in” field and select the location where the file was saved.
• Change “Files of Type” to “All Files(*.*)”
• Select the file that was created.
• Click Open
Export Grid to File
62
• When the Text Import Wizard appears, (Step 1 of 3) click the “Delimited” radio button.
• Click the “Next” button.
Export Grid to File
63
• In the Text Import Wizard (Step 2 of 3), click the Delimiter checkbox that you used.
• Click the “Next” button.
Export Grid to File
64
In the Text Import Wizard (Step 3 of 3), click the “Finish” button.
Export Grid to File
• Voilà!
65
Getting Help With EDExpress
• CPS/SAIG Technical Support– Phone: 800/330-5947 (TDD/TTY 800/511-5806)– Hours: Friday, 8 a.m. – 8 p.m. (ET) Friday, 8 a.m.
to 8 p.m. (ET)– E-mail: CPSSAIG@ed.gov
• FSATECH List Serv– Subscribe:
http://www2.ed.gov/offices/OSFAP/services/fsatechsubscribe.html
66
Questions
67