Session 66

The Power of the IA Tool One Report at a Time (For QA Program Schools)
Michael Cagle QA Team

Training Objectives
Provide instructions for accessing and uploading records into the ISIR Analysis Tool Identify the records to analyze in the ISIR Analysis Tool Review the Dashboard and Run each of the Standard Reports available in the ISIR Analysis Tool Review ISIR Analysis Tool Calendar of Activities


Who Do You Want to Analyze?
Institutional Verification 2007-2008 A Random Sample 2008-2009


Who Do You Want to Analyze?
Additional Considerations:
• CPS • Estimated Filers • Professional Judgment cases • Recipients of state need-based aid


ISIR Analysis Tool Access
• Obtain Access by contacting the Destination Point Administrator (DPA) at your school


ISIR Analysis Tool Access (cont’d)


ISIR Analysis Tool Access (cont’d)


ISIR Analysis Tool Access (cont’d)


Setting Up the ISIR Analysis Tool


Creating The Flat ASCII File
• SSN of each applicant • First two letters of the applicant’s last name • The transaction numbers that you want uploaded into the tool (optional) • A “Y” indicating if a record met a school’s discretionary verification criteria (optional) • Field Length: 16


Data Request – ISIR Data


Upload Flat File


Data Validation


Other Online Training Available


Hands-on Session
• Review the Dashboard and Run each of the Standard Reports available in the ISIR Analysis Tool


Session Materials
• We will post the workbook after the conferences on the QA Program website


Timeline of Activities for the ISIR Analysis Tool February Latest Version of IA Tool on the Web

March – September

Begin implementing your verification selection criteria & complete verifying your applicants Prepare flat file, upload data Analyze Data; FSA collects school data; Notify QA Rep. of institutional verification criteria (for QA schools only)

October November through January


QA Schools Must use these Verification Status Codes

• V VERIFIED by the school. • S Selected by CPS but NOT verified because the ISIR record did not meet the school verification criteria • W Selected by the school and the Pell was disbursed without documentation. • BLANK Not selected

Tracking your W Codes

• Access the Verification Tracking Report in COD

Verification Status Report
To retrieve the report via a Data Request: Log into the COD web site, select the Batch option from the top tool bar Select Grant Data Requests, select New Request; from the Report Type dropdown box, select Verification Status Report


Verification Status Report-Cont’d
 Make the appropriate selections for Award Year, Request Type and Data Type, and click the submit button

This process will produce a report with current data from COD. Remember, if there is no student for whom a code is missing, the file will be sent but the results will be blank.


Related Sessions:
Session 65: Draft Findings from the QA Program for the 2006-07 Award Year Session 64: Set you knowledge in Motion: Maximize Reports & Graphs in the ISIR Analysis Tool


QA Program Resources
• QA Program Website - • QA Program Listserv - Send email to to subscribe to the QA Program listserv • QA Program Mailbox - • QA Program Training -http: // • Information for Financial Aid Professionals - • Team Building Website -


Contact Information
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• We are also available in the PC Lab • Don’t forget to complete your session evaluation