Session 66 The Power of the IA Tool One Report at a Time (For QA Program Schools) Michael Cagle QA Team

2 Training Objectives Provide instructions for accessing and uploading records into the ISIR Analysis Tool Review the Dashboard and Run each of the Standard Reports available in the ISIR Analysis Tool Review ISIR Analysis Tool Calendar of Activities Identify the records to analyze in the ISIR Analysis Tool

3 Who Do You Want to Analyze? Institutional Verification A Random Sample

4 Who Do You Want to Analyze? CPS Estimated Filers Professional Judgment cases Recipients of state need-based aid Additional Considerations:

5 ISIR Analysis Tool Access Obtain Access by contacting the Destination Point Administrator (DPA) at your school

6 ISIR Analysis Tool Access (cont’d)

7 ISIR Analysis Tool Access (cont’d)

8

9 Setting Up the ISIR Analysis Tool

10 Creating The Flat ASCII File SSN of each applicant First two letters of the applicant’s last name The transaction numbers that you want uploaded into the tool (optional) A “Y” indicating if a record met a school’s discretionary verification criteria (optional) Field Length: 16

11 Data Request – ISIR Data

12 Upload Flat File

13 Data Validation

14 Other Online Training Available

15 Hands-on Session Review the Dashboard and Run each of the Standard Reports available in the ISIR Analysis Tool

16 Session Materials We will post the workbook after the conferences on the QA Program website

17 Timeline of Activities for the ISIR Analysis Tool FebruaryLatest Version of IA Tool on the Web March – SeptemberBegin implementing your verification selection criteria & complete verifying your applicants OctoberPrepare flat file, upload data November through JanuaryAnalyze Data; FSA collects school data; Notify QA Rep. of institutional verification criteria (for QA schools only)

18 QA Schools Must use these Verification Status Codes VVERIFIED by the school. S Selected by CPS but NOT verified because the ISIR record did not meet the school verification criteria WSelected by the school and the Pell was disbursed without documentation. BLANKNot selected

19 Tracking your W Codes Access the Verification Tracking Report in COD

20 Verification Status Report To retrieve the report via a Data Request:  Log into the COD web site, select the Batch option from the top tool bar  Select Grant Data Requests, select New Request; from the Report Type dropdown box, select Verification Status Report

21 Verification Status Report-Cont’d  Make the appropriate selections for Award Year, Request Type and Data Type, and click the submit button This process will produce a report with current data from COD. Remember, if there is no student for whom a code is missing, the file will be sent but the results will be blank.

22 Related Sessions: Session 65: Draft Findings from the QA Program for the Award Year Session 64: Set you knowledge in Motion: Maximize Reports & Graphs in the ISIR Analysis Tool

23 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 -

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

25 Questions? We are also available in the PC Lab Don’t forget to complete your session evaluation