Session 24

Become an EDExpress Direct Loan

Release 2.0 Super User!

Bob Berry
Doug Baldwin
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.

1
Objective for today:

‰ Guided peek inside the software

‰ Don’t worry if you don’t understand

every step; it will come with practice.

2
What we will cover:

Global Functions Affecting Direct Loans

• Clear Locks • Grid Functionality
• Repair Database • Disbursement
• COD Setup tab Setup
• Reset Password
• System Setup

3
 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

4
 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

5
Clear Locks

6
Check Record to Clear Lock

7
Repair Database

8
Repair Database

9
Verify your Database

10
Global Setup tab: Time Savers

11
Global Default System

12
COD Setup tab-Disb Profile Code

13
Grid Functionality

14
Right Click in Column Heading

15
Grid Functionality: Find…..

16
Quick Sort Ascending

17
Export Grid to File

18
Export Grid to File

19
Voila!

20
Reset Password

21
Reset Password

22
Direct Loan Multiple Entry

23
15 Fields To Make Your Job Easier!

24
DRI Unchecked: Update
Anticipateds

DRI Checked: Update

Actuals
25
Update Anticipateds

26
 Updating Anticipateds

2
1

4
27
Update Anticipateds

Date or Amount

28
 Update Actuals

3
2

29
 “1” = True

Scroll Over. Blank

means “Use
Anticipated Dates
and Amounts.”

30
Whoops! Picked one
previously updated.

31
Disbursement Date vs Action Date

32
Downward Adjustments

33
Success!

34
This Disbursement Record will
go to COD in the next Common
Record

35
Make a Mistake?

36
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.
37
Quality Assurance Component of
Direct Loan Program

38
 Document Activity (COD
Common Record)

‰ “Enter the number of days for the period

between a COD Document’s creation
date and its response date that must be
exceeded to print on the Document
Activity report. Valid values range from
00 to 99.”

39
Print List; Exceptions Only

40
Tolerance Exceptions Only

41
DL Tools: QA Reports

42
Who has the next Question?
Feel Like You Know A
Little More?
‰ Global
• Clear Locks • Grid Functionality
• Repair Database • Disbursement Setup
• COD Setup tab • Reset Password
• System Setup

44
 What we covered:

‰ Direct Loan – Share Disbursement

Profile Codes
– Multiple Entry (ME) • Create one code to
• Actual Disbursements work for PELL and DL
– Update DRI to True – Use new Action Date
– Modify date and/or field to monitor 30 day
amount, then reporting requirement
update DRI – Utilize Tolerances and
• Update Anticipated EDExpress Reports to
Disbursements evaluate your processing
• Record Adjustments needs
to Actuals

45
Technical Assistance

‰ CPS/SAIG Technical Support:

Phone: 800 330-5947
Email: CPSSAIG@ed.gov
‰ COD Customer Service
Phone: 800 848-0978
Email: CODsupport@acs-inc.com

46