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Effective Techniques for Using EDExpress Packaging

This hands-on session is designed for beginning or novice users of EDExpress Packaging. Learn efficient and flexible methods for awarding funds to student records and generating award letters.

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Effective Techniques for Using EDExpress Packaging

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  1. Session 39 Effective Techniques for Using EDExpress Packaging (Hands On) Session 39 -

  2. Introduction • This session is designed for beginning or novice users of EDExpress Packaging • Evaluations • Questions Session 39 -

  3. What is Packaging? • Efficient, flexible method of awarding funds to student records and generating award letters • Interacts with Apps, Pell, and Direct Loan modules • Can import data from and export data to external system(s) Session 39 -

  4. Agenda • Setup Planning • Packaging Setup Basics • Creating Records • The Package Process • Printing Award Letters • Hands-on Exercises Session 39 -

  5. Setup Planning • Identify your office needs and assess what you need Packaging to do for you • Gather all relevant information on available funds, awarding schemes, COA for different student groups • Write it out --- use Packaging setup sheets Session 39 -

  6. Academic Year Profile • Determines how awarded fund totals are split between terms • Defines how Pell is awarded: select formula type, percentages • Required for ISIR import Session 39 -

  7. Academic Year Profile Session 39 -

  8. Fund Maintenance • Create fund profile for each federal, state, local or private aid source to be awarded • Use queries and Remaining Need to restrict awarding • Use the correct Aid Type Session 39 -

  9. Fund Maintenance Session 39 -

  10. Award Methodologies • Tell EDExpress how to award defined funds to different student groups • Use Priority field and queries to filter methodologies • Use Self-help, Gift-aid limit fields to set award ceiling for certain aid types Session 39 -

  11. Award Methodologies Session 39 -

  12. Budgets • Establish Cost of Attendance (COA) amounts for different student populations • Assign either during ISIR import of from Process menu • Use Priority and queries to control assignment • Establish a Pell COA if desired Session 39 -

  13. Budgets Session 39 -

  14. Creating Records • ISIR import • Will only import valid ISIR data • Most time-efficient, accurate method • Manual entry • External import add Session 39 -

  15. Creating Records Session 39 -

  16. Packaging Records • Package from Awards tab or Globally • Will award Pell first, then run through methodologies in priority order • View Awarded Funds screen to examine results of Package process • Unpackage/Repackage functions Session 39 -

  17. Packaging Records Session 39 -

  18. Award Letters • Print Globally or from the Awards tab • Record must have fund(s) awarded • Offer and Notification letter options • Some letter text can be modified Session 39 -

  19. Award Letters Session 39 -

  20. Questions Hands-on Exercises Session 39 -

  21. Contact Information We appreciate your feedback and comments. CPS/WAN Technical Support Phone: 800-330-5947 Email: cpswan@ncs.com FSATech Listserv Email: fsatech@inet.ed.gov Sign-up information: http://www.ed.gov/offices/OSFAP/sfatech/listserv.html Session 39 -

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