What’s New with the ISIR Analysis Tool?

Holly Langer-Evans, Michael Cagle and Anne Tuccillo

Training Objectives
Demonstrate the new features of the 2007-2008 ISIR Analysis Tool Review Shared Report Functionality and review helpful ISIR Tool Tips

Review ISIR Tool Calendar of Activities

Enhanced Look and Feel

Field Change Report

• EFC Critical Field Link now located on the top of the Field Change Report. • Identifies those ISIR fields that impact the EFC

2007-2008 Message Class Updated

PDF Report Output Option Removed

• PDF Report Output Option Removed on the Standard Report Filters page. • PDF report output option is still available to generate ad-hoc reports

New 2007 2008 ISIR Elements
•Student’s Supplemental Security Income •Student’s Food Stamps •Student’s Free/Reduced Price Lunch •Student’s TANF •Student’s WIC •Parents’ Supplemental Security Income •Parents’ Food Stamps •Parents’ Free/Reduced Price Lunch •Parents’ TANF •Parents’ WIC •Active-Duty Military Status


New Defined Field Added

Maximize the Reports in the Tool
Shared Reports Maximize the capability of the ISIR Analysis Tool

Schools who are sharing reports


Access and Run a Shared Report

1. Click on Shared Reports 2. Select a School 3. Select Custom Reports 4. Reports will be displayed

Elect to Share the Report

NOTE: Select Share Report

Access and Save a Shared Report

1. Select Report 2. Select Save As My Report 3. Re-Name Report 4. Select Okay

Word to the wise ….

• If you save a shared report: INDEPENDENT students who had an EFC change and were Pell Ineligible, but wanted to look at Dependent students who had an EFC Change and were Pell Eligible – What would you have to do to the saved shared report?

MODIFY the Shared Report

• Always review a shared report you chose to save to ensure that is capturing everything you want to analyze or determine if you need to modify it.

Benefits of Shared Reports
View analysis groups your colleagues have identified Save time and maximize your analysis efforts

Share your reports as an effective practice

What if you get this error?

How do I find a topic?

• Google help text from FAA Access Page

The Search results found…

QA Program Requirements for Using the ISIR Analysis Tool
Upload and Validate Records

Analyze Data

Provide Institutional Verification Criteria to regional Representative

2007-08 Timeline of Activities for the ISIR Analysis Tool

February 2007 March – September 2007 October 2007

Latest Version of IA Tool on the Web Begin implementing your verification selection criteria & complete verifying your applicants Prepare flat file, upload data;

November 2007, December Analyze Data; FSA collects school data; Notify QA Rep. of institutional verification 2007, January 2008

QA Program Resources
• QA Program Website - http://ifap.ed.gov/qualityassurance • QA Program Listserv - Send email to Holly.Langer-Evans@ed.gov to subscribe to the QA Program listserv • QA Program Mailbox - qualityassurance@ed.gov • QA Program Training -http://ifap.ed.gov/qualityassurance/training.htm • Information for Financial Aid Professionals - http://ifap.ed.gov • Team Building Website - http://www.Teambuildinginc.com

QA Regional Representatives
Regions 1, 2, and 5 – Holly Langer-Evans – (617) 289-0136 Holly.Langer-Evans@ed.gov Regions 3, 4, 6 & 7 – Anne Tuccillo – (202) 377-4378 Anne.Tuccillo@ed.gov Regions 8, 9, and 10 – Michael Cagle – (206) 615-2586 Michael.Cagle@ed.gov You will also receive messages from us via the Quality Assurance Program Listserv

What Have we Learned?
What is new with the 2007 – 2008 ISIR Analysis Tool

How to benefit from the Report features of the tool

What needs to be done and when regarding the ISIR Analysis Tool activities