1. Student Financial Assistance

2. Session 22-2 Session 22 How Do I Get My Data to Do That? Using EDExpress in Combination with Your Mainframe.

3. Session 22-3 Converting data from one source to another Using an MS-Access database tool, this session will show how to pass data in and out of EDExpress’s Pell Payment Module.

4. Session 22-4 Introduction (cont.) n Intended Audience/Users n Evaluation Forms n Questions

5. Session 22-5 n Student Financial Services Background and Processing Workflow; An Institutional Perspective n Available Resources n Set-ups and Other Considerations Agenda

6. Session 22-6 Agenda (cont.) n Pell Payment Converter Database n EDExpress Pell Process Workflow n Live Demo n Wrap Up

7. Session 22-7 Institutional perspective n Office of Student Financial Services Background at Georgetown University n Awarding Process n Role of Grants and Scholarships n Role of Systems Analyst

8. Session 22-8 Available Resources n Office of Student Financial Services –Documentation and Reporting Tool –Knowledgeable Staff Members (experience) n EDExpress –Record Layouts –EDE Technical Reference –Software’s On-Line Help –SFA Tech’s Web site and List-serv

9. Session 22-9 Available Resources (cont.) n MS- Access –Software’s On-Line Help –Text Books –List-servs (ACCESS-PEACH.EASE.LSOFT.COM) –Training Courses Available –Web Sites

10. Session 22-10 Available Resources (cont.) n Websites –http://ifap.ed.gov –www.pellgrantsonline.ed.gov –www.ed.gov/offices/OSFAP/sfatech a b a b

11. Session 22-11 Setup considerations n Student Financial Services –Programming / Reporting tool n EDExpress Application –Pell Module –Define/Create User Database –Define/Create Queries in Global, Apps and Pell Modules –Define/Create File Formats

12. Session 22-12 Setups (cont.) n Pell Payment Database (MS-Access 97) –Design/Create Tables –Design/Create Queries Select Queries Action Queries –Design/Create Reports –Design/Create Macros –Graphical User Interface- Switchboard

13. Session 22-13 MS-Access Tool n Pell Payment Conversion database –Import Pell File –View New Records –Update Data –Additional Views and Reports –Export Data for EDExpress Includes: User, Demographic, Origination and Disbursement Data

14. Session 22-14 EDExpress process flow n Processing ISIRs n Data from Pell Payment Conversion Tool –Import User Data –Import Demographic Data –Import External Origination Data –Import External Disbursement Data n Export Data to RFMS

15. Session 22-15 EDExpress process (cont.) n Import Acknowledgements –Origination –Disbursements n Reconcile Any Problems –Make changes from previous submissions as reported on the mainframe system n External Exports for Mainframe Updates

16. Session 22-16 n Reduce Redundant Tasks n Reduce Manual Data Entry n Reduce Likelihood of Data Entry Errors n Increase in Productivity Results from the MS Access tool

17. Session 22-17 Live Demo and Wrap Up n Walk Through the Process

18. Session 22-18 Contacts n Jim Yoder Phone Number: 202-687-2697 Email: yoderja@georgetown.edu

19. Session 22-19 QUESTIONS

20. Student Financial Assistance