Session #23 Hands On NSLDS for Beginners Valerie Sherrer & Andrea Wise

2 Session Agenda Navigate NSLDS on the Web Use NSLDS to administer FAA processes –Report and monitor Overpayment(s) –Maintain student Enrollment information –Update School Contact information –Utilize TSM for mid-year transfers

3 How to obtain NSLDS Access SAIG Web Site: fsawebenroll.ed.gov –Primary Destination Point Administrator (PDPA) at your organization –PDPA responsible for enrolling, monitoring and deleting users at your organization –Every User is assigned a TG number, designated as a Destination Point Administrator (DPA) Contact CPS/WAN Technical Support for assistance at

4 How to obtain NSLDS Access SAIG notifies NSLDS of users requesting access NSLDS sends User Letter and Password Letter NSLDS Future enhancement – Notification of NSLDS User ID to PDPA New

5 How to get to the NSLDS Web Site Enter to access the logon screen Enter User ID and Password as assigned by NSLDS Every user must receive and only use his/her own User ID and Password

NSLDS Logon

Helpful Links

System Requirements

Change Password

Download Help

NSLDS Logon Enter your NSLDS User ID and NSLDS Password

NSLDS Logon Click “I Agree” that you are authorized to access this data and will protect the Privacy of it

User Access Verification Enter letters and numbers shown in box

NSLDS Main Menu REQUIRED Input Student’s SSN, First Name, and DOB Click functions such as “Loan History” Message Box

Aid Tab Menu REQUIRED Input Student’s SSN, First Name, and DOB Click functions such as “Loan History”

Loan History Click number or Loan Detail Button to see more loan information

Loan Detail Page Click “Overpayment List” to go to Overpayment Page Page continued below- next slide

Loan Detail Page cont’d

Overpayment List Click “Add Overpayment” to add another Click Number Icon To Update/Delete Overpayment

Add Overpayment Fill In Required Fields Click “Submit”

Add Overpayment Continued Click “Grants” Click Number Icon to go to Update/Delete Page

Grants Page

Return to Main Menu Click “Enroll” Tab to go to Enrollment function

Enrollment Tab Menu ENTER “SSN”, “First Name”, and “DOB”, Then Click “Retrieve”

Enrollment Summary Page Click “Enrollment Detail” for expanded view

Enrollment Detail Advanced Display Options allows selection of records to display

Enrollment Summary Page Click “Enrollment Timeline” to see chronology of reported enrollment

Enrollment Timeline

Enrollment Summary Page Click “Enrollment Maintenance” to update this student

Enrollment Add Click “Enrollment Update” Loan Record Must Exist on NSLDS To Add Student ENTER “SSN”, “First Name”, and “DOB”, Then Click “Retrieve”

Enrollment Update To see all Enrollment records, click “Retrieve” Search Options allow sort by data fields, then click “Retrieve”

Update Student Enrollment Update Student Info, then click “Certify Checked Students” “Check All” fills check box and updates Cert Date

Enrollment Update Continued Click “Confirm” or “Cancel”

Successful Update Indicates Successful Update

Return to Main Menu Click “Org” Tab

Org Tab Menu Click To Add New Contact Information Click “Number Icon” To Update/Delete Always create: A Primary Contact & Enrollment Reporting- and provide ADDRESSES

Update/Delete Contact Click “Update” or “Delete”

Update Information Update Fields, Then Click “Submit”

Update Contact Information Indicates Successful Update

Search for an Organization Enter Type, Code and/or Name and Click “Retrieve”

Organization after Search Click “Data Provider Schedule”

Data Provider Schedule Click “Repayment Information”

Repayment Information Click “Cohort Default Rate” Click To Request Borrower Report

Cohort Default Rate History List Click “School Profile”

School Profile

Main Menu Click “Report” Tab

Request Report To Request Report, Click “Number Icon” Click “Log Page” To Check Status

Request Report Continued Indicate “Type” Indicate Sort Order Check To Select Request Click “Submit”

Request Report Continued Verify Parameters, and Click “Confirm”

Main Menu Click “Tran” Tab

Transfer Monitoring List Click “Number Icon” To Update/Delete Click To Add Student Sort/Retrieve Students That Meet Conditions

Student Monitoring Detail Click “Update” or “Delete” Click “Monitoring Alert Review”

Monitor Alert Review Check Reviewed Box to clear alert Click item to review the aid that has changed

School Transfer Profile Click “Update”

School Transfer Profile Update Update Fields Click “Submit”

School Transfer Profile Update Submitted Successfully

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