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 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 student record 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

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Questions 67