Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.
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Transcript of Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.
![Page 1: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/1.jpg)
Partner Interface UpdatesPASFAA – Fall 2014Pennsylvania State Grant Program/SGDEPP/RTSS
![Page 2: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/2.jpg)
Today’s Agenda -Current Interface Users
Troubleshooting
Updates on ‘Updating’ (Single Record) and ‘View’
Updates on ‘Filtering’
New Disbursement Model – HIGH LEVEL OVERVIEW
SGDEPP Year 2 disbursement
RTSS program (coming soon)
FG3S and FG7E Display Updates
![Page 3: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/3.jpg)
Troubleshooting
Ability to ‘Role Swap’ and see what you see
Can step through updates but cannot commit changes
Improvement to help better serve you
Other troubleshooting tips
If all else fails, email ‘screen shot’ to [email protected]
‘Control, Alt, Print Screen’; or
Snipping Tool
![Page 4: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/4.jpg)
Link
Before
September Version – link floats at end of student’s name
Updates on ‘Updating/View’
Button
![Page 5: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/5.jpg)
Before
September Version
Updates on ‘Updating/View’ – Single Student Records
Drop Down
Buttons
![Page 6: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/6.jpg)
Update button
Opened one window with sections
Had to select button again once section chosen
Updates on ‘Updating/View’
Before
![Page 7: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/7.jpg)
Drop down
Opens an individual change window for selection
If not active (depends on year and date):
Greyed out; or
Message at top
Updates on ‘Updating/View’
After
![Page 8: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/8.jpg)
Updates on ‘Filtering’ – Record LevelOn Record Status (NOT All Statuses)
Before
Updated By and When moved here
As of 9/18/2014
![Page 9: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/9.jpg)
Updates on ‘Filtering’ – Record Level -All Statuses
Updated By and When moved here
Label now shows “All Statuses” instead of “All Records”
Before
As of 9/18/2014
![Page 10: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/10.jpg)
No “Any” Button
Select term to narrow resultsOtherwise, results are ‘Fall’ OR ‘Spring’ (OR ‘Winter’ if quarter school)
Filters cannot be hidden (collapsed) at this time
Updates on ‘Filtering’ – Term Level
Before
September 18th Version
![Page 11: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/11.jpg)
Updates on ‘Filtering’ – Term Level Filters
New ‘Reject Types’ selection
Before
As of 9/18/2014
![Page 12: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/12.jpg)
Updates on ‘Filtering’ – Term Level Filters
Select ‘Reject Type’ G – Non-Approved Course of Study
No other selections (will select all terms)
Apply Filters – 5 Records May not be specific to your school
![Page 13: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/13.jpg)
Updates on ‘Filtering’ – Term Level Filters
EXPLANATION2 records were reject G at another school but at my school for the other term (and not G)
Fall selection equals 2 records
Spring selection equals 1 records
![Page 14: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/14.jpg)
New Disbursement Model
Model applies to:State Grant Distance Education Pilot Program (SGDEPP) - Year 2 and beyond
Ready to Succeed Scholarship (RTSS)
Potential for State Grant to adopt model in future
Student-by-student certification PRIOR to disbursement of funds is required
Student-by-student refund identification (refund list or ‘invoice’) is required
![Page 15: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/15.jpg)
New Disbursement Model
Detailed training for SGDEPP and these functions in Partner Interface will be forthcoming
Today’s session – high level overview
Non-SGDEPP schools may wish to participate in this training for insight
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Tabs for each programDoes not appear if your school does not participate
Dashboard - New Disbursement Model
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Detailed Lists for Processing Distance Education Pilot
Lists for Required Supplemental Reporting
Viewing Disbursement Roster
Refund Lists (forthcoming)
Viewing Refunds (forthcoming)
Dashboard - New Disbursement Model
![Page 18: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/18.jpg)
Dashboard - New Disbursement Model – Processing Flow
Nominate – (School)
Monthly Eligibility (PHEAA)
Monthly Certification – window
opens (PHEAA)
Monthly Payment Window closes
(PHEAA
Disbursement Generated(PHEAA)
Schools may continue to certify
Payment may have to wait until the next cycle (if window missed)
![Page 19: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/19.jpg)
May receive multiple rosters for same term
Available in:PageCenter
PDF from Interface
Separate Disbursement Certification Transmission
Term roster signed certification pages is no longer needed due to UPFRONT student by student cert
Reconciliation will still require signed page
Rosters - New Disbursement Model - SGDEPP
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FG3S Updates
“D” for SGDEPP
“G” for State Grants
FG3S tutorial will be revised
Requires Program Type
![Page 21: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/21.jpg)
FG7E – Student Level Disbursement Display - Updates
“D” for SGDEPP
“G” for State Grants
SGDEPP date in column format
Requires Program Type
![Page 22: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/22.jpg)
New Disbursement Model
![Page 23: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/23.jpg)
Questions
![Page 24: Partner Interface Updates PASFAA – Fall 2014 Pennsylvania State Grant Program/SGDEPP/RTSS.](https://reader034.fdocuments.us/reader034/viewer/2022050809/56649f3b5503460f94c59198/html5/thumbnails/24.jpg)
Resources
pheaa.org/training
navigation tutorials (no audio)
pre-recorded webinars
user guide and print materials
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Contact State Grant and Special Programs staff:
Email: [email protected] (an email reserved for financial aid administrators only)
1-800-443-0646, option 4 – to discuss transmissions
1-800-443-0646, option 3, option 1 (a private number reserved for the use of financial aid administrators only)
Resources