“Maximize User Specified Fields” 2006-07

Understand

Maximize

Create & populate
Developed by the QA Program Team Federal Student Aid

Training Objectives
1 Understand User Specified Fields

2

Create and Populate User Specified Fields Maximize your analysis capabilities with User Specified Fields

3

User Specified Fields
User Specified Fields allow a user to track institutional information that pertains to individual student records.

Institutional Criteria Academic Competitiveness Grant & National SMART Grant

Why is this a reason to celebrate?

Review User Specified Field(s) in Analysis of Data

Create a User Specified Field

Create a User Specified Field

Filter on User Specified Field(s) in Analysis of Data

Uploading User Specified Fields Manually

Uploading User Specified Fields Manually

Uploading User Specified Fields Manually

Preparation is everything…
when it comes to writing your flat file.

What you need to Create a FLAT ASCII FILE
Identify your User Specified Field Populations Obtain the Record Layout Create your File

http://ifap.ed.gov/qamodule/guidance.html

Identify your User Specified Field Populations 1. Parent Taxes Paid > 50% of Parent AGI 2. 3. 4. Untaxed Income Academic Competitiveness Grant National SMART Grant

Know your Population

250020001 H’Y
9 spaces SSN

12 School Verification. Flag

10,11 NAME ID

Prepare Flat ASCII File 1 Field to populate - EASY

If only one field to populate: Regardless of Field Number, it can follow the Verification Flag. If record not selected for institutional verification– type N

Activity #1
Create a flat ASCII file for the following student: G Test, Julia, 250-02-0003 User-Specified Field:01/N,02/Y,03/N, 04/N 250020003 G Y02Y
Why do we exclude User Specified Fields 01, 03 and 04?

Prepare Flat ASCII File
If you have more than one field to populate, it is more complex. Note the following:

Prepare Flat ASCII File

Possible Resource: Text Pad

Activity #2
Create a flat ASCII file for the following student: G Test, Julia, 250-02-0003 User-Specified Field:01/N, 02/Y,03/Y, 04/N 250020003 G Y02Y
(Start Field for 03 would be 97 spaces) Why did we exclude 01 and 04?

Upload User-Defined Data via Data Request to Populate User Specified Fields

Uploading User-Defined Data to Populate User Specified Fields Create FLAT ASCII FILE

DRIVE your Analysis
Identify Institutional Verification Criteria as a User Specified Field and obtain detailed information without having to run ad hoc reports.

D R I V E

etermine Pell Impact un Field Increments dentify ISIR Fields that impact EFC iew Verification Tracking Flags valuate Student Detail Reports

Maximize

User Specified Field

Field Change Report

2006-07 Timeline of Activities for the ISIR Analysis Tool

February March – September October November, December, January

Latest Version of IA Tool on the Web Pull Random Sample; Begin & complete verifying your applicants Prepare flat file, upload data; Analyze Data; FSA collects school data; Notify QA Rep. of institutional verification criteria

What have we learned?
What is a User Defined Field. How to create a User Specified Field and upload User Defined Data. What User Specified Fields can do for your analysis.

QA Regional Representatives
Regions 1, 2, and 5 – Holly Langer-Evans – (617) 289-0136 Holly.Langer-Evans@ed.gov Regions 3 and 4 – Sharyn Hutson – (202) 377-4379 Sharyn.Hutson@ed.gov Regions 6 and 7 – Anne Tuccillo – (202) 377-4378 Anne.Tuccillo@ed.gov Regions 8, 9, and 10 – Michael Cagle – (206) 615-2586 Michael.Cagle@ed.gov

Training Available on QA Web Site
• QA Requirements for 2006 2007 • Getting Started in the QA Program • What's New with the ISIR Analysis Tool for 2006 - 2007 • Creating Flat ASCII Files • Maximize User-Specified Fields 2006 - 2007 • Making the Most of your Analysis

Poll: Did you find this session Informative
• [Live Meeting Multiple Choice Poll. Use Live Meeting > Edit Slide Properties... to edit.]

• Very helpful - it answered all of my questions • Helpful - it answered most of my questions • Not Helpful - didn't address my concerns