1. Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS

2. Today’s Agenda - Current Interface Users Troubleshooting Updates on ‘Updating’ (Single Record) and ‘View’ Updates on ‘Filtering’ New Disbursement Model – HIGH LEVEL OVERVIEW SGDEPP Year 2 disbursement RTSS program (coming soon) FG3S and FG7E Display Updates

3. Troubleshooting Ability to ‘Role Swap’ and see what you see Can step through updates but cannot commit changes Improvement to help better serve you Other troubleshooting tips If all else fails, email ‘screen shot’ to sghelp@pheaa.org sghelp@pheaa.org ‘Control, Alt, Print Screen’; or Snipping Tool

4. Link Before September Version – link floats at end of student’s name Updates on ‘Updating/View’ Button

5. Before September Version Updates on ‘Updating/View’ – Single Student Records Drop Down Buttons

6. Update button Opened one window with sections Had to select button again once section chosen Updates on ‘Updating/View’ Before

7. Drop down Opens an individual change window for selection If not active (depends on year and date): Greyed out; or Message at top Updates on ‘Updating/View’ After

8. Updates on ‘Filtering’ – Record Level On Record Status (NOT All Statuses) Before Updated By and When moved here As of 9/18/2014

9. Updates on ‘Filtering’ – Record Level - All Statuses Updated By and When moved here Label now shows “All Statuses” instead of “All Records” Before As of 9/18/2014

10. No “Any” Button Select term to narrow results Otherwise, results are ‘Fall’ OR ‘Spring’ (OR ‘Winter’ if quarter school) Filters cannot be hidden (collapsed) at this time Updates on ‘Filtering’ – Term Level Before September 18 th Version

11. Updates on ‘Filtering’ – Term Level Filters New ‘Reject Types’ selection Before As of 9/18/2014

12. Updates on ‘Filtering’ – Term Level Filters Select ‘Reject Type’ G – Non-Approved Course of Study No other selections (will select all terms ) Apply Filters – 5 Records May not be specific to your school

13. Updates on ‘Filtering’ – Term Level Filters EXPLANATION 2 records were reject G at another school but at my school for the other term (and not G) Fall selection equals 2 records Spring selection equals 1 records

14. New Disbursement Model Model applies to: State Grant Distance Education Pilot Program (SGDEPP) - Year 2 and beyond Ready to Succeed Scholarship (RTSS) Potential for State Grant to adopt model in future Student-by-student certification PRIOR to disbursement of funds is required Student-by-student refund identification (refund list or ‘invoice’) is required

15. New Disbursement Model Detailed training for SGDEPP and these functions in Partner Interface will be forthcoming Today’s session – high level overview Non-SGDEPP schools may wish to participate in this training for insight

16. Tabs for each program Does not appear if your school does not participate Dashboard - New Disbursement Model

17. Detailed Lists for Processing Distance Education Pilot Lists for Required Supplemental Reporting Viewing Disbursement Roster Refund Lists (forthcoming) Viewing Refunds (forthcoming) Dashboard - New Disbursement Model

18. Dashboard - New Disbursement Model – Processing Flow Nominate – (School) Monthly Eligibility (PHEAA) Monthly Certification – window opens (PHEAA) Monthly Payment Window closes (PHEAA Disbursement Generated (PHEAA) Schools may continue to certify Payment may have to wait until the next cycle (if window missed)

19. May receive multiple rosters for same term Available in: PageCenter PDF from Interface Separate Disbursement Certification Transmission Term roster signed certification pages is no longer needed due to UPFRONT student by student cert Reconciliation will still require signed page Rosters - New Disbursement Model - SGDEPP

20. FG3S Updates “D” for SGDEPP “G” for State Grants FG3S tutorial will be revised Requires Program Type

21. FG7E – Student Level Disbursement Display - Updates “D” for SGDEPP “G” for State Grants SGDEPP date in column format Requires Program Type

22. New Disbursement Model

23. Questions

24. Resources pheaa.org/training navigation tutorials (no audio) pre-recorded webinars user guide and print materials

25. 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