1. IFAP and Schools Portal: Tips, Tricks and Techniques. Marcello Rojtman Presenter Session 37B

2. IFAP and Schools Portal:Tips, Tricks and Techniques. 1 Objectives FSA Schools Portal  Overview of the FSA Schools Portal  My FSA Information for Financial Aid Professionals – IFAP  Overview of IFAP  Member Service  Search on IFAP Troubleshooting Enhancements Listserv - FSA Tech Customer Service Center – Customer Service Call Center

3. IFAP and Schools Portal:Tips, Tricks and Techniques. 2 FSA Schools Portal http://fsa4schools.ed.gov http://fsa4schools.ed.gov  Masthead  List of Links  FSA Calendar  FSA Headlines

4. IFAP and Schools Portal:Tips, Tricks and Techniques. 3 FSA Schools Portal -- MastheadMasthead The Masthead contains the following links:  Search  My FSA  Other Links  Help Center  Feedback  Privacy  IFAP

5. IFAP and Schools Portal:Tips, Tricks and Techniques. 4 FSA Schools Portal – List of FSA Links List of FSA Links Resources and Training: FAA Access to Student Data: Participation and Funding:

6. IFAP and Schools Portal:Tips, Tricks and Techniques. 5 FSA Schools Portal – FSA CalendarFSA Calendar FSA Calendar Records:  FSA Events,  Deadlines,  Training and  NPRMs.

7. IFAP and Schools Portal:Tips, Tricks and Techniques. 6 FSA Schools Portal – FSA HeadlinesFSA Headlines  “FSA News”  “FSA Policy and Rule Change”

8. IFAP and Schools Portal:Tips, Tricks and Techniques. 7 FSA Schools Portal – Case StudyCase Study Nicki Yc a FAA from the University of Miami is looking for one place to find the “hot” FSA issues. Where would you direct Nicki to go?

9. IFAP and Schools Portal:Tips, Tricks and Techniques. 8 FSA Schools Portal  Overview of the FSA Schools Portal  My FSA Information for Financial Aid Professionals – IFAP  Overview of IFAP  Member Service  Search on IFAP Troubleshooting Enhancements Listserv - FSA Tech Customer Service Center – Customer Service Call Center

10. IFAP and Schools Portal:Tips, Tricks and Techniques. 9 FSA Schools Portal – My FSAMy FSA  My FSA Links  My Bookmarks  Change Password  Log out

11. IFAP and Schools Portal:Tips, Tricks and Techniques. 10 FSA Schools Portal – My FSAMy FSA Register to Customize the School Portal

12. IFAP and Schools Portal:Tips, Tricks and Techniques. 11 FSA Schools Portal – My FSA Links Select among the FSA links that you use.

13. IFAP and Schools Portal:Tips, Tricks and Techniques. 12 FSA Schools Portal – My Bookmarks Add Links Relevant to You.

14. IFAP and Schools Portal:Tips, Tricks and Techniques. 13 FSA Schools Portal – My FSA Case Study My FSA Nicki would like to add a link to the list of FSA Customer Service contacts list on her My FSA web page. How would she add the new link?

15. IFAP and Schools Portal:Tips, Tricks and Techniques. 14 FSA Schools Portal  Overview of the FSA Schools Portal  My FSA Information for Financial Aid Professionals – IFAP  Overview of IFAP  Member Service  Search on IFAP Troubleshooting Enhancements Listserv - FSA Tech Customer Service Center – Customer Service Call Center

16. IFAP and Schools Portal:Tips, Tricks and Techniques. 15 Information for Financial Aid Professionals – IFAP http://ifap.ed.gov http://ifap.ed.gov  Online library for Student Aid Professionals.  Most up to date guidance to manage the Federal Student Aid Programs.

17. IFAP and Schools Portal:Tips, Tricks and Techniques. 16 IFAP – Three Areas Masthead Web Pages and Functions Categorize Popular Publications and Web pages

18. IFAP and Schools Portal:Tips, Tricks and Techniques. 17 IFAP – MastheadMasthead  Help Center  What’s New  Schools Portal  Other links  Feedback  Privacy

19. IFAP and Schools Portal:Tips, Tricks and Techniques. 18 IFAP – Web Pages and FunctionsWeb Pages and Functions  Search  Other Views  School Portal Features  Member Services

20. IFAP and Schools Portal:Tips, Tricks and Techniques. 19 IFAP – Categorize Popular Publications And Web PagesCategorize Popular Publications And Web Pages Most Popular Publications and Web Pages

21. IFAP and Schools Portal:Tips, Tricks and Techniques. 20 IFAP – Current FSA PublicationsCurrent FSA Publications

22. IFAP and Schools Portal:Tips, Tricks and Techniques. 21 IFAP – Publications by TopicPublications by Topic

23. IFAP and Schools Portal:Tips, Tricks and Techniques. 22 Max would like to add a FAFSA on the Web banner to the school’s web site so he can encourage his student’s to file an electronic FAFSA but doesn’t know where to find it. Where will he find the FAFSA on the Web banner? IFAP-- Tools for Schools Case Study Tools for Schools

24. IFAP and Schools Portal:Tips, Tricks and Techniques. 23 FSA Schools Portal  Overview of the FSA Schools Portal  My FSA Information for Financial Aid Professionals – IFAP  Overview of IFAP  Member Service  Search on IFAP Troubleshooting Enhancements Listserv - FSA Tech Customer Service Center – Customer Service Call Center

25. IFAP and Schools Portal:Tips, Tricks and Techniques. 24 IFAP – Member ServiceMember Service  Notification of new content  Member Service Profile  Register  Different from My FSA

26. IFAP and Schools Portal:Tips, Tricks and Techniques. 25 IFAP – Member Service -- RegistrationMember Service 1. Select Member Services 2. Select Click Here to Register. 3. Complete the IFAP User Registration form and select the Submit Registration Button

27. IFAP and Schools Portal:Tips, Tricks and Techniques. 26 IFAP – Member Service Subscription ServiceMember Service Weekly 48 Hour

28. IFAP and Schools Portal:Tips, Tricks and Techniques. 27 IFAP— Member Service Case Study Member Service Max has a new job. He would like to make sure his member service profile is updated with his new information. How does Max update the IFAP member service profile?

29. IFAP and Schools Portal:Tips, Tricks and Techniques. 28 FSA Schools Portal  Overview of the FSA Schools Portal  My FSA Information for Financial Aid Professionals – IFAP  Overview of IFAP  Member Service  Search on IFAP Troubleshooting Enhancements Listserv - FSA Tech Customer Service Center – Customer Service Call Center

30. IFAP and Schools Portal:Tips, Tricks and Techniques. 29 IFAP – Search Engine – Powered by Google More Relevant Results Sort By Date or Relevance Blue Status Bar

31. IFAP and Schools Portal:Tips, Tricks and Techniques. 30 Automatically checks spelling and makes suggestions IFAP – Search Engine – Powered by Google

32. IFAP and Schools Portal:Tips, Tricks and Techniques. 31 Search Phrases by using Quotes Search with the “OR” Operator IFAP – Search Engine – Powered by GoogleSearch Engine

33. IFAP and Schools Portal:Tips, Tricks and Techniques. 32 IFAP – Advance Search – with GoogleAdvance Search “~” Operator is the Wildcard

34. IFAP and Schools Portal:Tips, Tricks and Techniques. 33 IFAP – Advance Search – with GoogleAdvance Search “+” Operator is used to include an item.

35. IFAP and Schools Portal:Tips, Tricks and Techniques. 34 “-” Operator is used to exclude an item. See Googles web page for more information about Google Operators at http://www.google.com/help/refinesearch.html IFAP – Advance Search – with GoogleAdvance Search

36. IFAP and Schools Portal:Tips, Tricks and Techniques. 35 FSA Schools Portal  Overview of the FSA Schools Portal  My FSA Information for Financial Aid Professionals – IFAP  Overview of IFAP  Member Service  Search on IFAP Troubleshooting Enhancements Listserv - FSA Tech Customer Service Center – Customer Service Call Center

37. IFAP and Schools Portal:Tips, Tricks and Techniques. 36 Troubleshooting Viewing a Portal Document Format (PDF) file. - Adobe Reader 4.0 or greater required - Look for the Adobe Reader Icon

38. IFAP and Schools Portal:Tips, Tricks and Techniques. 37 Troubleshooting Printing a PDF file by using the Adobe Reader Print icon.

39. IFAP and Schools Portal:Tips, Tricks and Techniques. 38 Troubleshooting Right click on the web page and select “Save Target As” Download a file “Save As” function on your Browser

40. IFAP and Schools Portal:Tips, Tricks and Techniques. 39 Troubleshooting Case StudyCase Study Nicki is not able to view a PDF file that is on IFAP. What steps should Nicki take to troubleshoot the situation?

41. IFAP and Schools Portal:Tips, Tricks and Techniques. 40 FSA Schools Portal  Overview of the FSA Schools Portal  My FSA Information for Financial Aid Professionals – IFAP  Overview of IFAP  Member Service  Search on IFAP Troubleshooting Enhancements Listserv - FSA Tech Customer Service Center – Customer Service Call Center

42. IFAP and Schools Portal:Tips, Tricks and Techniques. 41 Enhancements for IFAP and Schools Portal  Enhancing the search engine  Search by Date  Content is indexed  Redesign  Implementing the latest web technology  Design for an ease of use

43. IFAP and Schools Portal:Tips, Tricks and Techniques. 42 FSA Schools Portal  Overview of the FSA Schools Portal  My FSA Information for Financial Aid Professionals – IFAP  Overview of IFAP  Member Service  Search on IFAP Troubleshooting Enhancements Listserv - FSA Tech Customer Service Center – Customer Service Call Center

44. IFAP and Schools Portal:Tips, Tricks and Techniques. 43 Listserv - FSA TECHFSA TECH  For technical questions about FSA systems, software, and mainframe products. Answers are researched by FSA systems developers and sent to everyone on the listserv.  To Sign up for FSA Tech or Change FSATECH Digest Options: http://www.ed.gov/offices/OSFAP/services/fsatechs ubscribe.html http://www.ed.gov/offices/OSFAP/services/fsatechs ubscribe.html  For Assistance E-mail at fsa.customer.support@ed.gov or call 1.800.433.7327 if you have any questions fsa.customer.support@ed.gov

45. IFAP and Schools Portal:Tips, Tricks and Techniques. 44 FSA Schools Portal  Overview of the FSA Schools Portal  My FSA Information for Financial Aid Professionals – IFAP  Overview of IFAP  Member Service  Search on IFAP Troubleshooting Enhancements Listserv - FSA Tech Customer Service Center – Customer Service Call Center

46. IFAP and Schools Portal:Tips, Tricks and Techniques. 45 Customer Service Center – Customer Service Call Center (CSCC) Customer Service Call Center (CSCC)  Policy and operational questions regarding FSA Programs.  Hours: 9 AM to 5 PM Eastern Time.  Voice Mail is available during off hours.  Toll Free Telephone Number: 1-800-433-7327  Fax number: 1-202-275-5532  E-Mail: fsa.customer.support@ed.gov fsa.customer.support@ed.gov

47. IFAP and Schools Portal:Tips, Tricks and Techniques. 46 Both the Schools Portal and IFAP web sites provide timely information to the Financial Aid Community regardless of location or time of day.

48. IFAP and Schools Portal:Tips, Tricks and Techniques. 47 Customer Service Case StudyCase Study Both Nicki and Max attended Marcello’s EAC presentation on the FSA Schools Portal and IFAP and would like an electronic copy of the presentation to use to brief their collogues at “home.” What should they do?

49. IFAP and Schools Portal:Tips, Tricks and Techniques. 48 Summary FSA Schools Portal  Overview of the FSA Schools Portal  My FSA Information for Financial Aid Professionals – IFAP  Overview of IFAP  Member Service  Search on IFAP Troubleshooting Enhancements Listserv - FSA Tech Customer Service Center – Customer Service Call Center

50. IFAP and Schools Portal:Tips, Tricks and Techniques. 49 Questions and Comments IFAP and Schools Portal: Tips, Tricks and Techniques

51. Please join us in the PC Lab for further discussion, questions, or demonstrations. IFAP and Schools Portal: Tips, Tricks and Techniques.

52. Congratulations! You are now an FSA Schools Portal and IFAP Expert.

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