EDExpressEDExpressAre You Using All the Tools?Are You Using All the Tools?

Bob Martin, U.S. Department of Education

Jody Sears, U.S. Department of Education

Dave Bartlett, U.S. Department of Education

Agenda

• Introductory remarks

• Using the Tools

• New for 2011/2012, Release 3

• Under consideration for 2012/2013

• Training on EDExpress

2

PC Products

• Reactive to other systems (CPS, COD, NSLDS)• Lifecycle takes time; working a year ahead• Budget determines what is added or modified• Changes affect all systems

3

In the Tool Box

• Export Data/Grid Conversion– To another system– To a report – Back Up the database

• Query/Multiple Entry

4

Export Data/File Conversion

• Through Export Dialog Box

• Through Grid Export

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Export to Another SystemFile Format (Tools/File Format)

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Export to Another SystemExport the Data

Select Type

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Export to Another System

Second Way: From Grid

Right Click on Column Heading

Select a Function

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Export to Another System Select Type

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Export to Another System Name the File

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Export to Another System Now, find your file and open it!

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Tough to Read

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But, change extension to .csv and Voila!

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Whole Lot Easier to Read!

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Backup Your Data!

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Need to Backup only this file:

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.MDB File is password protected

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Back Up Your Data

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Queries and Multiple Entry

A Query Is…………..

• A request for a subset of records from your EDExpress database

• You specify the criteria that describes the subset of records

• Provides flexibility in locating and extracting information from your database

Query Dialog Box

• Tools|Query• A query

statement has three main components– Data field– Operator– Value

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Query Structure

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Query Structure

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Using Queries

• If the Selection Criteria button is enabled on a dialog box, a query can be used– Print, Export, and Multiple Entry– Import in Packaging, DL, Pell, and TEACH– Processes such as global Packaging and

global calculation of Pell award amounts

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Using Queries

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Create a QueryTools—Query—Select module tab

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Create a QueryEnter Query Title

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Create a QuerySelect a Data Field and an Operator

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Create a QueryIdentify the Field Value

Select the valuefor the data field or select Prompt at Execution to set the value when you use the query

Value Help will display the valid values for the selected data field

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Create a QueryAppend Each Query Statement

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Create a QuerySelect a Connector for the Query Statements

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Create a QueryUse Parentheses to Create Nested Query Statements

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Create a Query

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Create a Query

The 3rd Query statement will connect to the 4th Query Statement using an Or connector for selecting WI or IN residents

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Create a Query

Completed Query to pull Pell Eligible Freshmen who are residents of either WI or IN

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Create a Query

Select Tools—Query—Packaging Tab—Retrieve button to view list of queries and select the new created query

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Use a Query

Select a function from the main menu such as Print, Export, Multiple Entry or module to module import. Then select the module for the query

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Use a Query

Select:•Report Option•Multiple•Print Destination•Sort Order•Selection Criteria

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Use a Query

Select the Query Title Ellipsis to display the list of queries to select

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Use a Query

Select the Query and click OK

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Use a Query

The Query Title you selected displays in the Query Title field. Click OK

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Use a Query

Student records meeting the criteria of the query will print on the selected module report

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Using Multiple Entry

• You can update various fields in Global, Packaging, Direct Loan (DL), Pell Grant (Pell), and TEACH Grant (TEACH) for multiple students at one time

• Fields available to update depend on the module you select

• Selection Criteria (query or select records) can be used to choose specific records to update

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Using Multiple Entry

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Examples of 1st Dialog

Using Multiple Entry

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Examples of 2nd Dialog

Value for Verification Status Code was selected

on 1st dialog

Value for Verification Status Code was not selected on 1st

dialog

Using Multiple Entry

• Relevant edits are applied when records are updated

• If an update does not pass edits, the information is printed on a report after the process is finished

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What’s New?

New for EDExpress Release 3

• CPS Transaction Number for PLUS and Grad PLUS

• Iraq and Afghanistan message classes added for ESOA and Data Requests

• Removed First Disbursement? Checkbox• Added ATB fields to the DL External Export

table• Added New 2011/2012 Pell tables

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New for EDExpress Release 3New for EDExpress Release 3

• Will now print MPN’s and Disclosure Statements in Spanish

• Additional Eligibility Indicator (AEI) for two Pells in an award year remains DO NOT USE as this was eliminated for 11/12 award year

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New for Release 3Credit/Plus App Info tab-Old

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New for Release 3PLUS App Info tab-New

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Under Consideration

• Two Factor Authentication; Integrated Partner Management; FSA User ID

• PLUS Maintenance records on declined or pended LOR’s (COD to update)

• Vista as a supported OS; test Windows 7; lift requirement for Admin Rights to run EDExpress

• Verification reporting at the Award level—different values for Sub Loan

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EDExpress OnlineWeb Based Training

Available at:http://ifap.ed.gov/edexpress/1112index.html

EDExpress Online

Training Modules

– Overview– Global– Application

Processing with FAA Access

– Packaging

– Pell– Teach– Direct Loans– What’s New– Direct Loan

Tools

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Release Schedule

• March 21, 2011 – ANN-11-07– Lessons include: What’s New, Global,

Application Processing, Using EDconnect, and Packaging

• April 8, 2011 – ANN-11-08– Lessons include: Pell and TEACH Grants

• June 12, 2011 – ANN # - TBD– Lessons include: Direct Loans

• July 31, 2011 – ANN # - TBD– Lessons include: Direct Loan Tools Software

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Start From IFAP – Tools for Schools

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EDExpress Online Training (WBT)

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EDExpress Online Training (WBT)

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EDExpress Online – Log In

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EDExpress Online - Welcome

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EDExpress Online – Pell Lesson Menu

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EDExpress Online – Creating a Pell Record Lesson Screen

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EDExpress Technical Assistance

CPS/SAIG Technical Support:

• Phone: 800/330-5947

• TDD/TTY services: 800/511-5806

• Email: CPSSAIG@ed.gov

• Representatives are available Monday

through Friday, 8 a.m. to 8 p.m. ET

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Contact Information

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Bob Martin• Phone: 214-661-9454• Email: Bob.Martin@ed.gov Jody Sears• Phone: 202-377-3604• Email: Joellen.Sears@ed.gov Dave Bartlett•Phone: 816-268-0434•Email: David.Bartlett@ed.gov