1. Student Financial Assistance

2. Session 59-2 Session 59 Become an Import-Export Magnate with EDExpress

3. Session 59-3 n Who is this session for? -Beginners n Evaluations n Questions Time for Q & A at end Introduction

4. Session 59-4 Session Purpose n Become familiar quickly with basic EDExpress operations n You’ll be importing, exporting and handling ISIR’s like a pro in no time!

5. Session 59-5 Learning Objectives In this course, you will learn about: n Logging into EDExpress n Basic setup n Importing ISIR’s n How ISIR’s appear in EDExpress n Correcting student ISIR’s

6. Session 59-6 Learning Objectives (cont.) n Creating new applications n Exporting n Keeping track of your import-export business using the Batch Activity Grid n Printing n Common errors and tips

7. Session 59-7 Logging into EDExpress n If you are logging in for the first time, the user id and password are SYSADMIN; otherwise, use your own User ID and password

8. Session 59-8 Basic Setup

9. Session 59-9 EDExpress Setup - Most setup features are found on the TOOLS menu under SETUP, then GLOBAL

10. Session 59-10 EDExpress Setup - User ID’s From TOOLS, SETUP, GLOBAL, select SECURITY USERS to reach this screen:

11. Session 59-11 EDExpress Setup - School Use “RETRIEVE” button to find your school Check “ASSUMED SCHOOL”

12. Session 59-12 EDExpress Setup - File Management Controls where your exported files go and where your imports come from

13. Session 59-13 Importing ISIR’s

14. Session 59-14 Becoming an Import Magnate Choose the IMPORT icon on the Toolbar OR click on the FILE menu, then select IMPORT

15. Session 59-15 Becoming an Import Magnate (cont.) n Message Classes - SARA02OP : Automatic ISIR’s - CORR02OP : Electronic Corrections and Duplicates - EAPS02OP : Electronic Application ISIR’s - REAP02OP : Electronic Renewal Applications - SYSG02OP : System Generated

16. Session 59-16 Importing Now it’s your turn! Hands-on Exercise 1

17. Session 59-17 Becoming an Import Magnate (cont.) n Do files disappear after they’ve been imported? n What happens if I try to import the same file more than once?

18. Session 59-18 Inside EDExpress

19. Session 59-19 How ISIR’s appear in EDExpress n What is an ISIR? - Institutional Student Information Record n May be viewed from the SAR\ISIR tab n ISIR pages 1 - 2 - 3 n Status Code indicator n Transaction number indicator n Forward - Back (cassette style) buttons

20. Session 59-20 How to create a NEW application n Step one: Click on the FILE menu, then select NEW n Step two: Enter/Save info on DEMO tab n Step three: Enter the remaining data on the FAFSA tab n Step four: Export n Step five: Transmit

21. Session 59-21 How to create a NEW Application - Tips n Make sure to use your school code in the first position n Verify that you are on the FAFSA tab and not the SAR\ISIR tab

22. Session 59-22 Correcting Student ISIR’s n Correction Process * Two options for making corrections : - SAR/ISIR tab - “Quick Correction” * Export * Transmit

23. Session 59-23 Correcting Student ISIR’s (cont.) n SAR\ISIR tab - File\Open - Enter student’s SSN and go to the SAR\ISIR tab - Make corrections, save record and export

24. Session 59-24 Correcting Student ISIR’s (cont.) n 067-33-3168 Wa 1. Find the Status code for the student 2. Make a correction to the U.S. income tax paid to $1900

25. Session 59-25 Correcting Student ISIR’s (cont.) n Quick Correction - Choose Process\Quick Corrections - Enter the student’s identifiers and transaction number - Make corrections, save and export

26. Session 59-26 Correcting Student ISIR’s (cont.) n 555-55-5555 Ed 01 1. Add your School in Federal School code 1 2. Use 1234 for the DRN 3. Save corrections

27. Session 59-27 Correcting Student ISIR’s Now it’s your turn! Hands-on Exercise 2

28. Session 59-28 Exporting ISIR’s

29. Session 59-29 Becoming an Export Magnate n Close the student’s record n File | Export n Export Dialogue Box (at right):

30. Session 59-30 Becoming an Export Magnate (cont.) n In Progress dialogue box :

31. Session 59-31 Exporting Now it’s your turn! Hands-on Exercise 3

32. Session 59-32 Batch Activity Grid

33. Session 59-33 Track your import-export business using the Batch Activity Grid

34. Session 59-34 Batch Activity Grid Right-click on any column name header (such as “Batch ID-App Processing Batch Activity) to get the control menu

35. Session 59-35 Printing n EDExpress can generate a number of reports: n FAFSA’s n ISIR’s n Lists of processed ISIR’s n much more

36. Session 59-36 Printing (cont.) n App Express tab n Report n Single / Multiple n Report File n Destination n Options n Selection Criteria

37. Session 59-37 Printing Selection Criteria n Query Title ellipsis n Select Records

38. Session 59-38 Printing Now it’s your turn! Hands-on Exercise 4

39. Session 59-39 Common Problems and Tips

40. Session 59-40 Your student has a SAR, but you don’t have the ISIR n Check TRANKEY n Verify your school code is listed n Verify correct processing year on SAR ** If all the above are correct ** n Duplicate ISIR request n Call CPS\WAN Technical Support

41. Session 59-41 Sample SAR Page 5 of 8

42. Session 59-42 Forget Your Password? n Login under the SYSADMIN user id, if you know the password n Reset the SYSADMIN user id password by using the reset password utility - found in the EDExpress for windows 2001-2002 folder (RepairCompactResetPW.exe) n Go to Tools/Setup/Global/Security Users

43. Session 59-43 Database Maintenance n Repair\Compact\Verify - Go to Tools\Utilities - Should be done frequently n Backup your DATABASE!!!!!

44. Session 59-44 EDExpress Help - When you can’t remember, try the HELP menu.

45. Session 59-45 EDExpress Help (cont.)

46. Session 59-46 If the Help menu doesn’t help… Contact us with your feedback or for technical assistance: Phone: 800-330-5947 Fax: 319-358-4260 or 785-838-2175 Email: cpswan@ncs.com

47. Student Financial Assistance