Creating Flat ASCII Files and Uploading Records Training Developed by the QA Program Team.

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Presentation transcript:

Creating Flat ASCII Files and Uploading Records Training Developed by the QA Program Team

Training Objectives Identify Population to Upload into the ISIR Analysis Tool for Create and Upload a Flat ASCII file to bring records into the ISIR Analysis Tool Review ISIR Analysis Tool Calendar of Activities

Have you heard? Preparation is everything

Population to Analyze A Sample of Records that Met Your Institutional Criteria

Prepare Flat File of Verified Records 1.SSN 2.First Two letters of the last name (CAPS) 3.Initial Transaction 4.Paid on Transaction 5.Y (to indicate the record met your verification criteria) or blank space MA0105Y LA EV0106Y Length: 16 Character Field

Creating Flat ASCII Files File with BOTH transactions File with only ONE transaction File with NO transactions

File With BOTH Transactions Flat ASCII File Introduce the New Policy and Procedure Assessment

Upload Your Data

Build/Rebuild

File With BOTH Transactions

Random Sample

No Random Sample

Locate Your Flat ASCII File

Upload File

ISIR Data Confirmation

Data Validation

Data Validation Confirmation

Current Status

File With Only ONE Transaction Initial Transactions Paid-On Transactions

Locate Your Flat ASCII File

Don’t Forget …

File with NO Transactions Create a flat file with just SSN and First two letters of the last name No blank spaces needed at the end of file Length: 11 Character Field

File With NO Transactions

Auto Load Initial Step 1: Prepare and Upload Paid-On Transactions into the tool. Step 2: Use Auto Load Initial feature to bring in the initial transactions

Auto Load Paid-On Step 1: Prepare and Upload Initial Transactions into the tool. Step 2: Use Auto Load Paid-On feature to bring in the Paid - On transactions

Don’t Forget …

Institutional Verification Flag

QA Program Requirements for Using the ISIR Analysis Tool Upload and Validate Records Analyze Data Provide Institutional Verification Criteria to regional Representative

Getting Ready for Upload and Validate Random Sample Analyze Sample Data Provide Institutional Verification Criteria to regional Representative

Timeline of Activities for the ISIR Analysis Tool January – September 2010 Pull random sample, verify records in sample, and verify applicants that meet your verification criteria. May 2010 Latest Version of IA Tool on the Web October 2010 Prepare flat file, upload data; November through December 2010; January 2011 Analyze Data; FSA collects school data; Notify QA Rep. of institutional verification criteria

QA Program Resources QA Program Website - QA Program Listserv - Send to to subscribe to the QA Program listserv QA Program Mailbox – QA Program Training - Information for Financial Aid Professionals - Team Building Website -

QA Regional Representatives Regions 1, 2, and 5 – Holly Langer-Evans – (617) Regions 3, 4, 6 & 7 – Anne Tuccillo – (202) Regions 8, 9, and 10 – Michael Cagle – (206)

What We Have Learned Preparation Needed For Creating Flat ASCII Files How To Create and Upload a Flat ASCII File ISIR Analysis Tool Calendar of Activities