Session 24

Become an EDExpress Direct Loan Release 2.0 Super User!

Bob Berry Doug Baldwin

Objective:
This session will highlight selected 2004-2005 EDExpress Release 2.0 features that will be of great benefit to those users looking for ways to simplify Direct Loan processing and take advantage of the powerful features EDExpress has to offer.
1

Objective for today:
Guided peek inside the software Don’t worry if you don’t understand every step; it will come with practice.

2

What we will cover:
Global Functions Affecting Direct Loans
• • • • Clear Locks Repair Database COD Setup tab System Setup • • • Grid Functionality Disbursement Setup Reset Password

3

What we will cover:
Direct Loan functions
– Multiple Entry (ME)
• Actual Disbursements
– Update DRI to True – Modify date and/or amount, then update DRI

• Update Anticipated Disbursements • Record Adjustments to Actual Disbursements

4

What we will cover:
Direct Loan (continued)
– Share Disbursement Profile Codes
• Create one code to work for PELL and DL

– Use new Action Date field to monitor 30 day reporting requirement – Utilize Tolerances and EDExpress Reports to evaluate your processing needs

5

Clear Locks

6

Check Record to Clear Lock

7

Repair Database

8

Repair Database

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Verify your Database

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Global Setup tab: Time Savers

11

Global Default System

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COD Setup tab-Disb Profile Code

13

Grid Functionality

14

Right Click in Column Heading

15

Grid Functionality: Find…..

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Quick Sort Ascending

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Export Grid to File

18

Export Grid to File

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Voila!

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Reset Password

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Reset Password

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Direct Loan Multiple Entry

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15 Fields To Make Your Job Easier!

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DRI Unchecked: Update Anticipateds

DRI Checked: Update Actuals

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Update Anticipateds

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Updating Anticipateds

2 1

3 4
27

Update Anticipateds

Date or Amount

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Update Actuals

1 3 2

4

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“1” = True

Scroll Over. Blank means “Use Anticipated Dates and Amounts.”
30

Whoops! Picked one previously updated.
31

Disbursement Date vs Action Date

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Downward Adjustments
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Success!
34

This Disbursement Record will go to COD in the next Common Record

35

Make a Mistake?

36

Choose “Blank” Disb. Number to Deselect a Record

After choosing blank, click on any field. Values change. “0” means Do Not Update. Blue Disappears. Record is deselected.
37

Quality Assurance Component of Direct Loan Program

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Document Activity (COD Common Record)
“Enter the number of days for the period between a COD Document’s creation date and its response date that must be exceeded to print on the Document Activity report. Valid values range from 00 to 99.”

39

Print List; Exceptions Only

40

Tolerance Exceptions Only

41

DL Tools: QA Reports

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Who has the next Question?

Feel Like You Know A Little More?
Global
• • • • Clear Locks Repair Database COD Setup tab System Setup • Grid Functionality • Disbursement Setup • Reset Password

44

What we covered:
Direct Loan
– Multiple Entry (ME)
• Actual Disbursements
– Update DRI to True – Modify date and/or amount, then update DRI

– Share Disbursement Profile Codes
• Create one code to work for PELL and DL

• Update Anticipated Disbursements • Record Adjustments to Actuals

– Use new Action Date field to monitor 30 day reporting requirement – Utilize Tolerances and EDExpress Reports to evaluate your processing needs

45

Technical Assistance
CPS/SAIG Technical Support:
Phone: 800 330-5947 Email: CPSSAIG@ed.gov

COD Customer Service
Phone: 800 848-0978 Email: CODsupport@acs-inc.com

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