2. Session 39 -2 Session 39 Effective Techniques for Using EDExpress Packaging (Hands On)

3. Session 39 -3 Introduction n This session is designed for beginning or novice users of EDExpress Packaging n Evaluations n Questions

4. Session 39 -4 What is Packaging? n Efficient, flexible method of awarding funds to student records and generating award letters n Interacts with Apps, Pell, and Direct Loan modules n Can import data from and export data to external system(s)

5. Session 39 -5 Agenda n Setup Planning n Packaging Setup Basics n Creating Records n The Package Process n Printing Award Letters n Hands-on Exercises

6. Session 39 -6 Setup Planning n Identify your office needs and assess what you need Packaging to do for you n Gather all relevant information on available funds, awarding schemes, COA for different student groups n Write it out --- use Packaging setup sheets

7. Session 39 -7 Academic Year Profile n Determines how awarded fund totals are split between terms n Defines how Pell is awarded: select formula type, percentages n Required for ISIR import

8. Session 39 -8 Academic Year Profile

9. Session 39 -9 Fund Maintenance n Create fund profile for each federal, state, local or private aid source to be awarded n Use queries and Remaining Need to restrict awarding n Use the correct Aid Type

10. Session 39 -10 Fund Maintenance

11. Session 39 -11 Award Methodologies n Tell EDExpress how to award defined funds to different student groups n Use Priority field and queries to filter methodologies n Use Self-help, Gift-aid limit fields to set award ceiling for certain aid types

12. Session 39 -12 Award Methodologies

13. Session 39 -13 Budgets n Establish Cost of Attendance (COA) amounts for different student populations n Assign either during ISIR import of from Process menu n Use Priority and queries to control assignment n Establish a Pell COA if desired

14. Session 39 -14 Budgets

15. Session 39 -15 Creating Records n ISIR import –Will only import valid ISIR data –Most time-efficient, accurate method n Manual entry n External import add

16. Session 39 -16 Creating Records

17. Session 39 -17 Packaging Records n Package from Awards tab or Globally n Will award Pell first, then run through methodologies in priority order n View Awarded Funds screen to examine results of Package process n Unpackage/Repackage functions

18. Session 39 -18 Packaging Records

19. Session 39 -19 Award Letters n Print Globally or from the Awards tab n Record must have fund(s) awarded n Offer and Notification letter options n Some letter text can be modified

20. Session 39 -20 Award Letters

21. Session 39 -21 Questions Hands-on Exercises

22. Session 39 -22 Contact Information We appreciate your feedback and comments. CPS/WAN Technical Support Phone: 800-330-5947 Email: cpswan@ncs.com FSATech Listserv Email: fsatech@inet.ed.gov Sign-up information: http://www.ed.gov/offices/OSFAP/sfatech/listserv.html