Become an EDExpress Direct Loan Release 2.0 Super User!

1
Become an EDExpress Direct Loan Release 2.0 Super
User!
Session 24

• Bob Berry
• Doug Baldwin

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Objective

• This session will highlight selected 2004-2005
  EDExpress Release 2.0 features that will be of
  great benefit to those users looking for ways to
  simplify Direct Loan processing and take
  advantage of the powerful features EDExpress has
  to offer.

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Objective for today

• Guided peek inside the software
• Dont worry if you dont understand every step
  it will come with practice.

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What we will coverGlobal Functions Affecting
Direct Loans

• Clear Locks
• Repair Database
• COD Setup tab
• System Setup

• Grid Functionality
• Disbursement Setup
• Reset Password

5
What we will cover

• Direct Loan functions
• Multiple Entry (ME)
• Actual Disbursements
• Update DRI to True
• Modify date and/or amount, then update DRI
• Update Anticipated Disbursements
• Record Adjustments to Actual Disbursements

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What we will cover

• Direct Loan (continued)
• Share Disbursement Profile Codes
• Create one code to work for PELL and DL
• Use new Action Date field to monitor 30 day
  reporting requirement
• Utilize Tolerances and EDExpress Reports to
  evaluate your processing needs

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Clear Locks
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Check Record to Clear Lock
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Repair Database
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Repair Database
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Verify your Database
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Global Setup tab Time Savers
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Global Default System
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COD Setup tab-Disb Profile Code
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Grid Functionality
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Right Click in Column Heading
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Grid Functionality Find..
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Quick Sort Ascending
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Export Grid to File
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Export Grid to File
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Voila!
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Reset Password
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Reset Password
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Direct Loan Multiple Entry
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15 Fields To Make Your Job Easier!
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DRI Unchecked Update
AnticipatedsDRI Checked Update Actuals
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Update Anticipateds
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Updating Anticipateds
2
1
3
4
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Update Anticipateds
Date or Amount
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Update Actuals
1
3
2
4
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1 True
Scroll Over. Blank means Use Anticipated Dates
and Amounts.
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Whoops! Picked one previously updated.
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Disbursement Date vs Action Date
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Downward Adjustments
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Success!
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This Disbursement Record will go to COD in the
next Common Record
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Make a Mistake?
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Choose Blank Disb. Number to Deselect a Record
After choosing blank, click on any field. Values
change. 0 means Do Not Update. Blue
Disappears. Record is deselected.
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Quality Assurance Component of Direct Loan Program
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Document Activity (COD Common Record)

• Enter the number of days for the period between
  a COD Documents creation date and its response
  date that must be exceeded to print on the
  Document Activity report. Valid values range from
  00 to 99.

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Print List Exceptions Only
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Tolerance Exceptions Only
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DL Tools QA Reports
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Who has the next Question?
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Feel Like You Know A Little More?

• Global
• Clear Locks
• Repair Database
• COD Setup tab
• System Setup

• Grid Functionality
• Disbursement Setup
• Reset Password

46
What we covered

• Direct Loan
• Multiple Entry (ME)
• Actual Disbursements
• Update DRI to True
• Modify date and/or amount, then update DRI
• Update Anticipated Disbursements
• Record Adjustments to Actuals

• Share Disbursement Profile Codes
• Create one code to work for PELL and DL
• Use new Action Date field to monitor 30 day
  reporting requirement
• Utilize Tolerances and EDExpress Reports to
  evaluate your processing needs

47
Technical Assistance

• CPS/SAIG Technical Support
• Phone [phone]
• Email CPSSAIG_at_ed.gov
• COD Customer Service
• Phone [phone]
• Email CODsupport_at_acs-inc.com