1. NSLDS Hands-On Session 13 Judy Martin and Jim Yoder | Dec. 2013 U.S. Department of Education 2013 FSA Training Conference for Financial Aid Professionals

2. NSLDS Hands-On Using NSLDS for daily activities Aggregate Review Tools Enrollment Reporting Important Reminders Organization Contacts NSLDS Reports Transfer Student Monitoring (TSM) Online Submittal Process 2

3. Aggregates displayed online are calculated when a student is retrieve on the NSLDS Professional Access Site (NSLDSFAP) May differ from the last ISIR or last time student data was retrieved Aggregate loan information is separated into undergraduate and graduate totals Undergraduate and Graduate aggregate section will only appear if the student has received loans for those academic levels Aggregate Review Tools 3

4. Undergraduate/Graduate Award Year is determined based on the “loan period begin date” from the most recently reported undergraduate/graduate loan for the student The Dependency Status Indicator identifies the dependency status used in the student’s undergraduate/graduate loan limits determination Aggregate Review Tools 4

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6. Exceeds Loan Limits warning icons for graduate and undergraduate borrowers Click the link for the Exceeds Loan Limit warning icon to display applicable loans attributed to the overage 6

7. Aggregate Review Tools Click the Link 7

8. Aggregate Example Click Result 8

9. Using Aggregate Review Tools Your turn – Exercise #1 9

10. Enrollment Reporting Important Reminders Enrollment Reporting Profile – Using a location as the Administrator Reporting Students at Actual Attending (Enrollment) Locations For more information see NSLDS Newsletter 39, 40, and 43 on IFAP NSLDS Newsletter 39, 40, and 43 10

11. Enrollment Administration Under the Enrollment Administration section of Profile page Option for a single location of a 6-digit school OPEID to act as the Enrollment Administrator for other locations Essential for schools using a servicer not set up for location reporting 11

12. Profile for Setting Administrator 12

13. Enrollment Administration on Profile Locations are set up initially to be self-administered 13

14. Enrollment Administration Update Change selections on Enrollment Administration Update Page 14

15. Enrollment Administration Changed Set up after updates 15

16. Enrollment Administration Setup Your turn – Exercise #2 16

17. Report Students Where They Attend COD disbursement records must include the “Enrollment School Code” NSLDS places students on a roster based on location reported with Grants and Direct Loans School (or their servicer) certify the enrollment data on the roster sent from NSLDS 17

18. Report Students Where They Attend Student should be reported at two locations of the same 6- digit OPEID ONLY IF the student is actually attending both locations If the student is not enrolled at both locations, report the correct location for the student If a student appears on a roster of an incorrect location, use the “Move To” functionality to report the correct location and attendance period for the student 18

19. “Move To” Location Functionality The location field - last 2-digits of the 8-digit OPEID Schools that share the same 6-digit OPEID and share an Administrator, can “move” a student to the roster of the location where s/he attends Helpful for students misreported at a location Helpful for transfers between locations 19

20. “Move To” Location Functionality You can move a student: In a batch file Field is “Move to School Branch Code” On NSLDSFAP website Field on Enrollment Maintenance is “Loc” (Location) 20

21. “Move To” Location Functionality When “Move To” is used, NSLDS performs the action of stopping enrollment at one location and beginning it at another NSLDS will use the status of “Moved” for the old locations and it will not have to be reported but once 21

22. “Move To” Location Functionality 22

23. Enrollment – Move To Your turn – Exercise #3 23

24. Org Contact List Provides contact personnel from your school Keep it current! 24

25. Org Contact List – Add Contact 25

26. Org Contact List – Add Contact After submittal 26

27. Organization Contact Your turn – Exercise #4 27

28. NSLDS Reports NSLDS has three types of reports: On-demand reports sent to the requestor’s SAIG TG Mailbox Web reports with option of an immediate PDF or Excel file as well as a file sent to the requestor’s SAIG TG Mailbox Scheduled reports that are created at specific intervals and delivered to a designated SAIG TG Mailbox Reports requested in extract have layouts on IFAP, NSLDS Reference Materials - NSLDS Record LayoutsNSLDS Reference Materials - NSLDS Record Layouts SAIG delivered reports are sent with a designated message class 28

29. NSLDS Report List 29

30. NSLDS Web Report List 30

31. NSLDS Web Report List 31

32. NSLDS Scheduled Reports Set up under the Org tab, School Profile page Define the profile for the report Reporting Type includes options for Comma Delimited, Fixed Width, or Report (pre-formatted) For some Exit Counseling reports, when selecting Comma Delimited or Fixed Width Reporting Types, a user may also indicate an Extract Format of either NSLDS or Direct Loan 32

33. NSLDS Scheduled Reports 33

34. Reports – from Report List Your turn – Exercise #5 34

35. TSM Profile 35

36. TSM Time Period Monitoring period can be set by school Default period is 90 days It can be changed to a value from 30 to 120 days Designates number of days all the students are monitored beyond the Enrollment Begin Date 36

37. TSM Profile Update 37

38. TSM Re-Populate Re-populate the TSM list page of those students previously added to the Inform process and used during a prior monitoring period Allows schools to select and update students from a web page FAA can continuously add from one monitoring time period to another 38

39. TSM Re-Populate 39

40. TSM Profile Your turn – Exercise #6 40

41. Enrollment Spreadsheet Submittal The Enrollment Spreadsheet Submittal Format is posted in the "Software and Associated Documents" section of the Federal Student Aid Download (FSAdownload) website Federal Student Aid Download (FSAdownload) website There is also information in the NSLDS Enrollment Reporting Guide posted on IFAP January, 2013NSLDS Enrollment Reporting Guide 41

42. Using Spreadsheet Submittal Create a file You can create your own You can import a file to a spreadsheet, such as the Enrollment Roster file in CSV sent via SAIG Make sure the first tab is named “upload file” Save as a spreadsheet file with an extension of.xls or.xlsx (Excel format) Open the Enrollment Submittal link under the Enroll Tab 42

43. Enrollment Submittal Page 43

44. Error Count and Pop Up Box to View Results 44

45. Results Spreadsheet 45

46. NEED MORE HELP Visit the NSLDS Customer Support Team in the Resource Center Or Contact: Customer Support Center: Phone:1-800-999-8219 Toll: 785-838-2141 Fax:785-838-2154 Web:www.nsldsfap.ed.govwww.nsldsfap.ed.gov E-mail:nslds@ed.govnslds@ed.gov 46

47. QUESTIONS? 47