Session # 24 Cod Hands-on Barbara Davis Wood Mason

2 What Does a “Pro” Need to Know Research/Resolve edit code rejects Access reports FAA’s perspective on cash management Create new awards

3 Research/Resolve Rejects Why is it important to fix edit code rejects? –More efficient processing –Avoid hitting duplicate rejects –Better cash flow –Easier reconciliation Where do I find a list of rejects and how to fix them?

4 Two Reject Research Methods Date range batch level rejects –Edit 97 Searching by specific student –Student history –Edit 24

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7 Filter For Rejects by Program

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10 COD Student History

11 Repeated Rejects

12 Let’s Look at the CPS Data

13 Summary of Batch Level Edit Reject Research Select Batch Menu Enter in date range search Click on batch Filter by program/status Click on word reject Refer to student record Correct either award or disbursement

14 Summary of Student level Edit Reject Research Select Batch Menu Enter in SSN and award year or choose all Review history to see when rejects first started occurring Click on word reject Correct either award,disbursement or identifiers

15 “Pro” Practice Time Log into COD –Choose batch menu –Perform SSN search –Research and resolve a specific reject code Or… Cod CBT

16 Accessing COD Reports Services tab Same log in ID as COD Separate database –Can have both COD and reports open at same time –Must log off each separately Use the CBT Grants Reports –Accessing reports on the web

17 “Pro” Practice Time Practice by logging in and looking at a POP or verification report for your school Or… continue with the Grants report CBT to explore all reports available: Pell, ACG and SMART

18 Cash Management What’s an FAA supposed to do?? Check Cash screens to see if funds have been drawn to support disbursements Read only view in GAPS

19 Funding Information

20 Cash Activity

21 Gaps Award Activity Report

22 Yearly Totals

23 Viewing Cash – No Drawdown

24 “Pro” Practice Time Log on to COD and visit your schools cash screens What was your initial CFL for 0708 CFL? Are you currently substantiated for all programs? COD CBT lesson

25 Creating New Awards New awardee or already established on COD Click create new award Award ID and Award number –ACG and SMART grant Creating Disbursements What if I already have an award for that year on file?

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29 New Grant Functionality! From the Create Disbursement screen, enter the disbursement information for the first disbursement then click the continue button to create additional disbursements. Finally click submit.

30 COD CBT Lesson Updating and Creating Records –Pages 1-17

31 “Pro” Practice time Use your log in and password to access COD Or…. COD CBT –Updating and creating records lesson –page Or… COD CBT

32 Contact Information We appreciate your feedback and comments. We can be reached at: