NSLDS Hands-On

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NSLDS Hands-On
Session 13

• Judy Martin and Jim Yoder Dec. 2013
• U.S. Department of Education
• 2013 FSA Training Conference for Financial Aid
  Professionals

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NSLDS Hands-On

• Using NSLDS for daily activities
• Aggregate Review Tools
• Enrollment Reporting Important Reminders
• Organization Contacts
• NSLDS Reports
• Transfer Student Monitoring (TSM)
• Online Submittal Process

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Aggregate Review Tools

• Aggregates displayed online are calculated when a
  student is retrieve on the NSLDS Professional
  Access Site (NSLDSFAP)
• May differ from the last ISIR or last time
  student data was retrieved
• Aggregate loan information is separated into
  undergraduate and graduate totals
• Undergraduate and Graduate aggregate section will
  only appear if the student has received loans for
  those academic levels

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Aggregate Review Tools

• Undergraduate/Graduate Award Year is determined
  based on the loan period begin date from the
  most recently reported undergraduate/graduate
  loan for the student
• The Dependency Status Indicator identifies the
  dependency status used in the students
  undergraduate/graduate loan limits determination

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Aggregate Review Tools
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Aggregate Review Tools

• Exceeds Loan Limits warning icons for graduate
  and undergraduate borrowers
• Click the link for the Exceeds Loan Limit warning
  icon to display applicable loans attributed to
  the overage

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Aggregate Review Tools
Click the Link
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Aggregate Example Click Result
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Using Aggregate Review Tools

• Your turn Exercise 1

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Enrollment Reporting Important Reminders

• Enrollment Reporting Profile Using a location
  as the Administrator
• Reporting Students at Actual Attending
  (Enrollment) Locations
• For more information see NSLDS Newsletter 39, 40,
  and 43 on IFAP

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Enrollment Administration

• Under the Enrollment Administration section of
  Profile page
• Option for a single location of a 6-digit school
  OPEID to act as the Enrollment Administrator for
  other locations
• Essential for schools using a servicer not set up
  for location reporting

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Profile for Setting Administrator
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Enrollment Administration on Profile
Locations are set up initially to be
self-administered
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Enrollment Administration Update
Change selections on Enrollment Administration
Update Page
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Enrollment Administration Changed
Set up after updates
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Enrollment Administration Setup

• Your turn Exercise 2

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Report Students Where They Attend

• COD disbursement records must include the
  Enrollment School Code
• NSLDS places students on a roster based on
  location reported with Grants and Direct Loans
• School (or their servicer) certify the enrollment
  data on the roster sent from NSLDS

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Report Students Where They Attend

• Student should be reported at two locations of
  the same 6-digit OPEID ONLY IF the student is
  actually attending both locations
• If the student is not enrolled at both locations,
  report the correct location for the student
• If a student appears on a roster of an incorrect
  location, use the Move To functionality to
  report the correct location and attendance period
  for the student

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Move To Location Functionality

• The location field - last 2-digits of the 8-digit
  OPEID
• Schools that share the same 6-digit OPEID and
  share an Administrator, can move a student to
  the roster of the location where s/he attends
• Helpful for students misreported at a location
• Helpful for transfers between locations

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Move To Location Functionality

• You can move a student
• In a batch file
• Field is Move to School Branch Code
• On NSLDSFAP website
• Field on Enrollment Maintenance is Loc
  (Location)

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Move To Location Functionality

• When Move To is used, NSLDS performs the action
  of stopping enrollment at one location and
  beginning it at another
• NSLDS will use the status of Moved for the old
  locations and it will not have to be reported but
  once

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Move To Location Functionality
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Enrollment Move To

• Your turn Exercise 3

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Org Contact List

• Provides contact personnel from your school
• Keep it current!

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Org Contact List Add Contact
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Org Contact List Add Contact

• After submittal

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Organization Contact

• Your turn Exercise 4

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NSLDS Reports

• NSLDS has three types of reports
• On-demand reports sent to the requestors SAIG TG
  Mailbox
• Web reports with option of an immediate PDF or
  Excel file as well as a file sent to the
  requestors SAIG TG Mailbox
• Scheduled reports that are created at specific
  intervals and delivered to a designated SAIG TG
  Mailbox
• Reports requested in extract have layouts on
  IFAP, NSLDS Reference Materials - NSLDS Record
  Layouts
• SAIG delivered reports are sent with a designated
  message class

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NSLDS Report List
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NSLDS Web Report List
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NSLDS Web Report List
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NSLDS Scheduled Reports

• Set up under the Org tab, School Profile page
• Define the profile for the report
• Reporting Type includes options for Comma
  Delimited, Fixed Width, or Report (pre-formatted)
• For some Exit Counseling reports, when selecting
  Comma Delimited or Fixed Width Reporting Types, a
  user may also indicate an Extract Format of
  either NSLDS or Direct Loan

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NSLDS Scheduled Reports
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Reports from Report List

• Your turn Exercise 5

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TSM Profile
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TSM Time Period

• Monitoring period can be set by school
• Default period is 90 days
• It can be changed to a value from 30 to 120 days
• Designates number of days all the students are
  monitored beyond the Enrollment Begin Date

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TSM Profile Update
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TSM Re-Populate

• Re-populate the TSM list page of those students
  previously added to the Inform process and used
  during a prior monitoring period
• Allows schools to select and update students from
  a web page
• FAA can continuously add from one monitoring time
  period to another

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TSM Re-Populate
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TSM Profile

• Your turn Exercise 6

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Enrollment Spreadsheet Submittal

• The Enrollment Spreadsheet Submittal Format is
  posted in the "Software and Associated Documents"
  section of the Federal Student Aid Download
  (FSAdownload) website
• There is also information in the NSLDS Enrollment
  Reporting Guide posted on IFAP January, 2013

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Using Spreadsheet Submittal

• Create a file
• You can create your own
• You can import a file to a spreadsheet, such as
  the Enrollment Roster file in CSV sent via SAIG
• Make sure the first tab is named upload file
• Save as a spreadsheet file with an extension of
  .xls or .xlsx (Excel format)
• Open the Enrollment Submittal link under the
  Enroll Tab

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Enrollment Submittal Page
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Error Count and Pop Up Box to View Results
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Results Spreadsheet
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NEED MORE HELP

• Visit the NSLDS Customer Support Team in the
  Resource Center
• Or Contact
• Customer Support Center
• Phone [phone]
• Toll 785-838-2141
• Fax [phone]
• Web www.nsldsfap.ed.gov
• E-mail nslds_at_ed.gov

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QUESTIONS?