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Make the Most of the R eturn of T itle IV Funds for Windows Software

Learn how to make the most of returning Title IV funds for Windows software in Session 24. This session covers the basics, entry, view return arrangements, reports, browsing student data, and more.

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Make the Most of the R eturn of T itle IV Funds for Windows Software

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  1. Make the Most of the Return of Title IV Funds for Windows Software Session 24 Session 24 -

  2. Welcome • Introductions • Questions? • Evaluations Session 24 -

  3. Agenda • Basics of Getting Started • Entry • View Return Arrangements • Reports • Browse Student • Questions Session 24 -

  4. Getting Started • Setups • Security/System • Program Institutional Charges • School Calendar Profile • User Data • Entry • Demo Tab • R2T4 Tab Session 24 -

  5. Session 24 -

  6. Institutional Charges Code User defined, unique code Associates charges with School Calendar Profile Year Fiscal year Filters by year, 2000-2010 Program Title/Type User defined Entry of Charges Create default charges Modify at tab level Setup--Program Institutional Charges Session 24 -

  7. Session 24 -

  8. School Calendar Profile Code User defined, unique code Profile Title User defined Institutional Charges Code Select with ellipsis Year Should be same as defined in charges Determines which charge codes are available Setup--School Calendar Profile Session 24 -

  9. Setup--School Calendar Profile • Credit Hour Schools • Define Payment Period beginning/ending date • Define scheduled breaks • Clock Hour Schools • Define hours for particular Pay Period/Period of Enrollment Session 24 -

  10. Session 24 -

  11. Setup--User Data • Define School Specific Fields • Used to collect additional data about withdrawal students 4 Field Types Available • Date • Numeric • Text • Yes or No Session 24 -

  12. Entry--Demo Tab • Required Fields • Original SSN • Student ID Field • Available under File/Open to sort by Session 24 -

  13. Entry--R2T4 Tab • Models the Two Worksheets Available on the IFAP Web Site • Yellow Highlighted Fields Required to Save • Net Amount Disbursed vs. Net Amount that could have been Disbursed • Calculation • Step 2-C >60% No Return Due Session 24 -

  14. Required fields to save. (Credit Hour) Required fields to save. (Clock Hour) Session 24 -

  15. Modify the Institutional charges on student’s record here. Session 24 -

  16. Entry--Additional Tabs • Post Withdrawal Tab • R2T4 tab-step 4E > $0 • Notes Tab • User Data Tab • 4 Pre-defined fields • GPA • Major • Over Payment Status • Withdrawal Reason Session 24 -

  17. From Step 4-E. Entry done by user on all other fields. Session 24 -

  18. View Return Arrangements Reports Browse Student Using R2T4 Session 24 -

  19. Students to be Notified Step 8 > zero 45 days Students Notified Completed Not Completed View--Return Arrangements Student Overpayment (2 tabs) Session 24 -

  20. Session 24 -

  21. View--Return Arrangements • School Return Arrangements • 30 days begins with date of Institution’s determination that the student withdrew • All modifiable fields must be completed before Days Remaining discontinues countdown Session 24 -

  22. Reports • Within the Student’s Record • Return Of Title IV Funds Worksheet • Return Of Title IV Funds Notes • Return Of Title IV Funds Summary • Post-Withdrawal Disbursement Tracking Sheet • Print All Session 24 -

  23. Reports • With the Student’s Record Closed • Student Listing • Withdrawal Type (Blank, 1-6 or All) • Return Arrangements • Students To Be Notified report • Students Notified report • School Return Arrangement report • Arrangement Status (Completed/Not Completed/All) Session 24 -

  24. Browse Student (Information) • Browse Student • Student Data • Demo data • R2T4 Worksheet data • Post Withdrawal data • View Arrangements data • User Data • Basic Grid Functionality Session 24 -

  25. For Assistance • CPS/WAN Technical Support • 800-330-5947 • cpswan@ncs.com • Types of questions answered: • Installations • Setup • Entry • Print Session 24 -

  26. For Assistance • ED Customer Service Call Center • 800-433-7327 • sfa.customer.support@ed.gov • Types of questions answered: • Policy • Return of Title IV Funds Calculation Questions Session 24 -

  27. Don’t forget your Evaluation Questions? Session 24 -

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