1. The Partner Interface Pennsylvania State Grant Program

2. Today’s Agenda High level overview of the State Grant Partner Interface project Phases 1 to 3 Resources and Technical Assistance

3. Web-based product Focused on: Postsecondary school users Student data What is the Partner Interface?

4. Mainframe ‘Green Screens’ No O/C WebConnect for student-related State Grant Program transactions

5. Phased Approach

6. Current SystemsPartner Interface Multiple points of inputSingle point of input in School Portal Outdated ‘Green Screen’ mainframe transactions Modern web-based tool Inefficient for both school and PHEAA users Increased processing efficiencies New features cumbersome to implement Easier to maintain and implement changes System Comparison

7. Single Input Point– School Portal ‘Alec’

8. Phase I – Initial Launch – February 28 First step in replacement of student- focused transactions State Grant Program View records Make updates to individual students

9. Features – Viewing Data Mainframe FG59 13 page student record Difficult to locate information Cryptic labels

10. Features – Viewing Data Partner Interface More ‘real estate’ Familiar functions Logically ordered

11. Features – Viewing Data – More Real Estate Text Explanations Instead of Codes

12. Text Explanations Instead of ‘F1’ Help Keys Features – Viewing Data – More Real Estate

13. Item # References Text Explanations

14. Features – Viewing Data Familiar Functions Links and Buttons

15. Features – Viewing Data Familiar Functions Mainframe FG0B Eligibility Summary (History) Difficult to navigate Cryptic labels

16. Features – Viewing Data Familiar Functions Scrolling Navigation Text descriptions

17. Tabbed Format within Student Record Features – Viewing Data Logically Ordered

18. Incomplete data Eligibility data

19. Features – Viewing Data Logically Ordered

20. Year and Period Text Descriptions

21. Student Record Demographics School Enrollment Data Credit Information Award Adjustment Cost Override Cancellation or Reinstatement Features – Single Update Additional capabilities Multiple types of change at one time

22. Max 10 records One type of change Features – Single Update Mainframe Limitations – FG5Y/FG3B

23. Features – Single Update Student Record Section Multiple types of change at one time

24. Features – Single Update Cancel-Reinstate Section Not Enrolled Graduated Academic Progress

25. Features – Single Update Cost Override and Award Adjustments

26. Features – Single Update Mainframe Limitations – FG11

27. Special Requests ‘Just in case’ Are to be used as a LAST RESORT Features – Single Update

28. Features – New Requirement 2013-14 Term enrolled Credits: Online vs. Classroom Credits

29. Features – Single Update Internal School Comments To be relabeled ‘School Notes’ this Summer

30. Phase II – April Release Provides easy access to PageCenter reports Increases capacity for updates Provides recent update lists Foundation for future filtering

31. Phase II – April Release Easy Access to Reports Easy navigation to PageCenter Reports

32. Allows for up to 100 records at one time 4 Basic Steps: 1.Create a Queue – Name and Select Settings 2.Add Students to Your Mass Update Queue 3.Choose the Updates for your Queue 4.Review/Save/Process Your Mass Update Queue Phase II – April Release Create Mass Update Queue

33. Step 1 Update OR Cancel/Reinstate

34. Phase II – April Release Create Mass Update Queue Step 2

35. Phase II – April Release Create Mass Update Queue Step 2

36. Phase II – April Release Create Mass Update Queue Step 3-Update Type

37. Phase II – April Release Create Mass Update Queue Step 3- Cancel/Reinstate Type

38. Phase II – April Release Create Mass Update Queue Step 4

39. Phase II – April Release Create Mass Update Queue Step 4 – 2 places that you can Export to Excel: 1.BEFORE you process 2. Results AFTER you process

40. Phase II – April Release Create Mass Update Queue IMPORTANT!! Once you exit, Export ability is lost Queues cannot be ‘reused’ as part of Phase II

41. Phase II – April Release Recent Update Dashboard- Lists Link to Student Listing View individual records Add to mass update queue Link to Student Listing

42. Phase III – June Release Produce lists on entire population of State Grant applicants Filter lists, for example: Validation Eligibility (‘Award’) Date Save queues for reuse Enhanced exporting to Excel or Text File Other?

43. Resources pheaa.org/training navigation tutorials (no audio) pre-recorded webinar user guide and print materials phase I – available now phase II – coming soon!

44. Contact State Grant and Special Programs staff: Email: sghelp@pheaa.org (an email reserved for financial aid administrators only)sghelp@pheaa.org 1-800-443-0646, option 4 – to discuss transmissions 1-800-443-0646, option 3, option 1 (a private number reserved for the use of financial aid administrators only) Resources