EDExpress Are You Using All the Tools? Bob Martin, U.S. Department of Education Jody Sears, U.S. Department of Education Dave Bartlett, U.S. Department of Education

Agenda Introductory remarks Using the Tools New for 2011/2012, Release 3 Under consideration for 2012/2013 Training on EDExpress 2

PC Products Reactive to other systems (CPS, COD, NSLDS) Lifecycle takes time; working a year ahead Budget determines what is added or modified Changes affect all systems 3

In the Tool Box Export Data/Grid Conversion –To another system –To a report –Back Up the database Query/Multiple Entry 4

Export Data/File Conversion Through Export Dialog Box Through Grid Export 5

Export to Another System File Format (Tools/File Format) 6

Export to Another System Export the Data Select Type 7

Export to Another System Second Way: From Grid Right Click on Column Heading Select a Function 8

Export to Another System Select Type 9

Export to Another System Name the File 10

Export to Another System Now, find your file and open it! 11

Tough to Read 12

But, change extension to.csv and Voila! 13

Whole Lot Easier to Read! 14

Backup Your Data! 15

Need to Backup only this file: 16

. MDB File is password protected 17

Back Up Your Data 18

Queries and Multiple Entry

A Query Is………….. A request for a subset of records from your EDExpress database You specify the criteria that describes the subset of records Provides flexibility in locating and extracting information from your database

Query Dialog Box Tools|Query A query statement has three main components –Data field –Operator –Value 21

Query Structure Use Parentheses to indicate the order that the query should be processed Both segments of the query connected by AND must be true for a record to be selected Only one of the segments connected by OR must be true for a record to be selected 22

Query Structure 23

Query Structure 1 st Subset of Records Records with Dependency Status of D AND Student's Legal Residence State of IA will be found 2 nd Subset of Records Records with Parents’ # in College greater than 1 OR Parents’ AGI less than $25,000 will be found FINAL RESULT ONLY records found in the 1 st subset AND in the 2 nd subset are used for the final result of the query 24

Using Queries If the Selection Criteria button is enabled on a dialog box, a query can be used –Print, Export, and Multiple Entry –Import in Packaging, DL, Pell, and TEACH –Processes such as global Packaging and global calculation of Pell award amounts 25

Using Queries 26

Create a Query Tools—Query—Select module tab 27

Create a Query Enter Query Title 28

Create a Query Select a Data Field and an Operator 29

Create a Query Identify the Field Value Select the value for the data field or select Prompt at Execution to set the value when you use the query Value Help will display the valid values for the selected data field 30

Create a Query Append Each Query Statement 31

Create a Query: And or Or: Everything connected with “and” must meet that condition to appear in the query Anything connected with “or” has a choice of more than one item to meet the condition 32

Create a Query Select a Connector for the Query Statements 33

Create a Query Use Parentheses to Create Nested Query Statements 34

Create a Query 35

Create a Query The 3 rd Query statement will connect to the 4 th Query Statement using an Or connector for selecting WI or IN residents 36

Create a Query Completed Query to pull Pell Eligible Freshmen who are residents of either WI or IN 37

Create a Query Select Tools— Query— Packaging Tab— Retrieve button to view list of queries and select the new created query 38

Use a Query Select a function from the main menu such as Print, Export, Multiple Entry or module to module import. Then select the module for the query 39

Use a Query Select: Report Option Multiple Print Destination Sort Order Selection Criteria 40

Use a Query Select the Query Title Ellipsis to display the list of queries to select 41

Use a Query Select the Query and click OK 42

Use a Query The Query Title you selected displays in the Query Title field. Click OK 43

Use a Query Student records meeting the criteria of the query will print on the selected module report 44

Using Multiple Entry You can update various fields in Global, Packaging, Direct Loan (DL), Pell Grant (Pell), and TEACH Grant (TEACH) for multiple students at one time Fields available to update depend on the module you select Selection Criteria (query or select records) can be used to choose specific records to update 45

Using Multiple Entry 1st Multiple Entry Dialog Select one or more fields to update Choose the value for the fields or Leave the value blank (can choose value on 2nd dialog) For some fields, you can also choose to update the value to blank 2nd Multiple Entry Dialog Students’ names & record identifiers (SSN, Loan ID or Award ID) display Fields selected on 1st dialog display You can update values on individual records You can deselect records so they will not be updated 46

Using Multiple Entry 47 Examples of 1 st Dialog

Using Multiple Entry 48 Examples of 2nd Dialog Value for Verification Status Code was selected on 1 st dialog Value for Verification Status Code was not selected on 1 st dialog

Using Multiple Entry Relevant edits are applied when records are updated If an update does not pass edits, the information is printed on a report after the process is finished 49

What’s New?

New for EDExpress Release 3 CPS Transaction Number for PLUS and Grad PLUS Iraq and Afghanistan message classes added for ESOA and Data Requests Removed First Disbursement? Checkbox Added ATB fields to the DL External Export table Added New 2011/2012 Pell tables 51

New for EDExpress Release 3 Will now print MPN’s and Disclosure Statements in Spanish Additional Eligibility Indicator (AEI) for two Pells in an award year remains DO NOT USE as this was eliminated for 11/12 award year 52

New for Release 3 Credit/Plus App Info tab-Old 53

New for Release 3 PLUS App Info tab-New 54

Under Consideration Two Factor Authentication; Integrated Partner Management; FSA User ID PLUS Maintenance records on declined or pended LOR’s (COD to update) Vista as a supported OS; test Windows 7; lift requirement for Admin Rights to run EDExpress Verification reporting at the Award level— different values for Sub Loan 55

EDExpress Online Web Based Training Available at: ml ml

EDExpress Online Training Modules –Overview –Global –Application Processing with FAA Access –Packaging –Pell –Teach –Direct Loans –What’s New –Direct Loan Tools 57

Release Schedule March 21, 2011 – ANN –Lessons include: What’s New, Global, Application Processing, Using EDconnect, and Packaging April 8, 2011 – ANN –Lessons include: Pell and TEACH Grants June 12, 2011 – ANN # - TBD –Lessons include: Direct Loans July 31, 2011 – ANN # - TBD –Lessons include: Direct Loan Tools Software 58

Start From IFAP – Tools for Schools 59

EDExpress Online Training (WBT) 60

EDExpress Online Training (WBT) 61

EDExpress Online – Log In 62

EDExpress Online - Welcome 63

EDExpress Online – Pell Lesson Menu 64

EDExpress Online – Creating a Pell Record Lesson Screen 65

EDExpress Technical Assistance CPS/SAIG Technical Support: Phone: 800/ TDD/TTY services: 800/ Representatives are available Monday through Friday, 8 a.m. to 8 p.m. ET 66

67 Contact Information 67 Bob Martin Phone: Jody Sears Phone: Dave Bartlett Phone: