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**Participant Exercise --- Scenario 1**

Because of staffing concerns, a decision was made to verify only those
students selected by the CPS edits for the 2002--2003 award year.
Previously, you verified 100% of your financial aid applicants. Your
institutional aid dollars spent increased substantially, and you are
over budget.

The president would like you to determine which applicants could be
included in your institutional verification because they are most likely
to misreport information and to have an impact on the EFC.

You discover that the CPS edits selected only 25% of the applications
submitted to your school. This was a factor in the increase in
institutional dollars awarded. You don't want to go back to selecting
100% because staffing is still an issue**.**

**What tool you can use to help you identify which students you should
select for institutional verification in addition to those selected for
CPS?\
\
*Circle the correct answer(s):\
***

A.  The ISIR Tally System

B.  The Quality Analysis Tool

C.  The 2003--2004 ISIR Analysis Tool

D.  The Data Element system

E.  Answers B and C

![](media/image9.png){width="6.4944444444444445in"
height="4.870833333333334in"}

**Instructor Demonstration**

### STEP 2: Quality Analysis Tool Set Up 

+--------+-------------------------------------------------------------+
| # Step | **Action**                                                  |
+--------+-------------------------------------------------------------+
| **1**  | From the Windows desktop, click **Start.**                  |
+--------+-------------------------------------------------------------+
| **2**  | Select **programs/EDESuite/Quality Analysis Tool            |
|        | 2002-03/Quality Analysis Tool for Windows 2002-2003.** The  |
|        | login dialog box is displayed.                              |
+--------+-------------------------------------------------------------+
| **3**  | Enter your user ID, **SYSADMIN.**                           |
|        |                                                             |
|        | We have already established a user ID for you. It's         |
|        | SYSADMIN. If this is your first time logging into the Tool, |
|        | your user ID is SYSADMIN.                                   |
+--------+-------------------------------------------------------------+
| **4**  | Type your password, **Holly.**                              |
|        |                                                             |
|        | We have already established a password for you; it's Holly. |
|        | Had you newly installed the Tool, your password would be    |
|        | SYSADMIN, the default password. Also, if this is your first |
|        | time logging in to a newly installed Tool, you need to      |
|        | enter a new password in the **New Password** text entry     |
|        | box. You will then be asked to verify the password.         |
+--------+-------------------------------------------------------------+
| **5**  | Click **OK.** You have logged into the Tool.                |
+--------+-------------------------------------------------------------+
| **6**  | Select **Tools/Setup/System** from the menu bar. The        |
|        | **System Setup** dialog box is displayed.                   |
+--------+-------------------------------------------------------------+
| **7**  | Enter your 8-digit OPEID#.                                  |
|        |                                                             |
|        | For the purpose of this demonstration, we used              |
|        | **00000001.**                                               |
+--------+-------------------------------------------------------------+
| **8**  | Enter the **School Name.**                                  |
|        |                                                             |
|        | For the purpose of this demonstration, we pre-entered the   |
|        | name **PAT BRYAN UNIVERSITY.**                              |
+--------+-------------------------------------------------------------+
| **9**  | Leave the **Are you an EDExpress user?** check box          |
|        | selected.                                                   |
|        |                                                             |
|        | Selecting this check box allows you to import ISIRs from    |
|        | EDExpress.                                                  |
+--------+-------------------------------------------------------------+
| **10** | Select the **Return to Dialog** check box.                  |
|        |                                                             |
|        | Selecting this check box tells the software to return you   |
|        | to the same dialog box after printing, exporting, or        |
|        | importing. If you leave this check box unselected, the      |
|        | software will return you to the Tool main screen after each |
|        | process.                                                    |
+--------+-------------------------------------------------------------+
| **11** | Click the **down arrow** for the **Single/Multiple (Default |
|        | Print)** field and select **Multiple**.                     |
|        |                                                             |
|        | Select **Single** if you usually print one record at a      |
|        | time. Select **Multiple** if you usually print multiple     |
|        | records. **Single** is the default setting; you can change  |
|        | it in the **Print** dialog box for a specific print job.    |
+--------+-------------------------------------------------------------+
| **12** | Click the **down arrow** for the **Default Report File      |
|        | Destination** field and select **Screen.**                  |
|        |                                                             |
|        | Select the destination to which you normally direct your    |
|        | report output. This is the default setting; you can change  |
|        | it in the **Print** dialog box for a specific print job.    |
+--------+-------------------------------------------------------------+
| **13** | Click **OK.** You have completed System Setup.              |
+--------+-------------------------------------------------------------+

**Instructor Demonstration**

**STEP 2 (continued): Set Up the Field Increment Code**

To run certain reports (such as the report you will be running later in
this session), you need to define a field increment format. When you
create a field increment format, you specify the increment and the range
of values you want to examine for the field you have selected and assign
a code to the format. Then, whenever you want to use that format to
print a report, you will enter the code in the Field Increment Code
field in the Field dialog box. In this demonstration, we will set up a
field increment to display records by Parents' Adjusted Gross Income.

**Instructor Demonstration**

**STEP 2 (continued): Set-Up Query --- Grade Level**

To query on grade level, you need to establish a query in the tool. The
query function gives you the option to "prompt at execution." This
allows you to select which grade level you want when running the query.

**Instructor Discussion**

**STEP 3: Importing ISIR Instructions from EDExpress**

In this training, we have already imported a database. However, these
instructions are for you when you return to your office and import your
ISIR records into the Tool. You will import two files of ISIRs: a file
of "initial" ISIRs and a file of "paid on" ISIRs that have been prepared
by your school's IT department or that you import from the EDExpress
software.

**Instructor Discussion**

**STEP 3 (continued): Importing ISIR Instructions from EDExpress**

Remember, it's OK to import the initial records on one day and the paid
on records on another day. Once you have imported both the initial and
paid on records, you will have to validate the files by selecting
Process/Validation in the Quality Analysis Tool. It will make sure that
you have an initial and paid on record that has a valid EFC for each
student. If a record doesn't match, it will be deleted from the
database.

\*Also, remember that if you continue to add initial ISIR records to
your database (i.e., from January 1, 2002, through June 15, 2002), you
will need to select the **Prompt for Duplicates?** check box; otherwise,
the software automatically skips everything. You need to click
**Update** or **Update All** when that dialog comes up. As long as you
do that, the rejected ISIRs will get overwritten with the valid ones.

**IMPORT SCREEN** in the Quality Analysis Tool

![](media/image10.png){width="6.25in" height="4.6875in"}

**Instructor Discussion**

**STEP 3 (continued): Importing ISIRs from a**

**Mainframe System**

In this training, we have already imported a database. However, these
instructions are for you when you return to your office and import your
ISIR records into the Tool. You will import two files of ISIRs: a file
of "initial" ISIRs and a file of "paid on" ISIRs that have been prepared
by your school's IT department or that you import from the EDExpress
software.

If you use a mainframe system to manage your ISIR data, importing ISIRs
into the Quality Analysis (verification) Tool for 2002--2003 is a little
more involved. Since storage is an issue for most schools, one of the
following options might be better suited for your institution.

There really is no way to "tag" your initial and paid on ISIRs through
CPS. You need to do some upfront planning if you are a mainframe school.
It will be harder if you overwrite ISIR data as they are received. You
are going to have to determine ahead of time whether you want to do the
whole population or a sample. If you choose to do either option, you
need to pick a time and say that those are your initial data and another
time and say that these are your paid on data. If your data center is
willing to help you devise a tagging system, that's an option too.   

+---------+------------------------------------------------------------+
| # Step  | **Action**                                                 |
+---------+------------------------------------------------------------+
| **1**   | **Option 1:** Determine a cutoff date, for example, May 1. |
|         | Import the ISIR data you have at that time for a select    |
|         | group of students or for your entire population. These     |
|         | will be your initial ISIRs. In the fall, after any and all |
|         | verification is complete, import the ISIR data you have on |
|         | file as of, say, October 15 for the same selected group of |
|         | students or your entire population that you selected on    |
|         | May 1.                                                     |
+---------+------------------------------------------------------------+
| **2**   | **Option 2:** Work with your data center staff to separate |
|         | out and retrieve the initial transactions for a select     |
|         | group of students as you import ISIRs from CPS. Have your  |
|         | data center create a separate ASCII file of the initial    |
|         | transactions for your students. You can continue to do     |
|         | this up to a certain cutoff date or make it a one-time     |
|         | occurrence. In the fall, you will again ask your data      |
|         | center to separate out the most recent transactions on     |
|         | file for the same group of students, which you will import |
|         | into the Quality Analysis Tool as the paid on transaction. |
+---------+------------------------------------------------------------+

**Instructor Demonstration**

**STEP 4: Validate Data**

In the software, we select Data Validation to make sure that we have an
initial and a paid on ISIR record for each student.

![](media/image11.png){width="6.4944444444444445in"
height="4.870833333333334in"}

## **Participant Exercise 1: Field Change Report**

In this demonstration, you will run the Field Change Report. Remember,
we have already set up the system, and your ISIRs have been imported and
validated. This report provides counts of records with changes to
specific ISIR fields and describes the impact of those changes on EFC.
**Why you want to use it?** It allows you to identify the most
problematic ISIR elements schoolwide or within a specific subpopulation.
**Now it is time to analyze the data.**

Let's review this report; you have a copy of it in your packet. The
report lists fields that affect the EFC and displays the number of
corrections made to those fields with a corresponding percentage of the
total number of corrections. It also shows the number of records for
which the EFC increased, decreased, or remained unchanged because of a
change to the field and the corresponding percentages for that field.

######## Some observations about the Field Change Report

1.  Sixty-seven of the corrections made in the parents' Adjusted Gross
    Income had an EFC increase;52 corrections in the same field had an
    EFC decrease.

2.  Seventy-four corrections made to parents' U.S. Income Tax Paid had
    an EFC increase; 51 corrections had EFC decrease.

3.  Sixty-nine of the corrections in the sum of parents' Worksheet A, B,
    or C had an EFC increase; 46 corrections had EFC an decrease.

## **Participant Exercise 1: Field Change Report (continued)**

**List the five ISIR items that you would want to further analyze.\
**

1.  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

2.  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

3.  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

4.  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

5.  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

![](media/image12.png){width="6.5in" height="4.875in"}

Report Date: 10/23/2002 U.S. DEPARTMENT OF EDUCATION PAGE: 1

Report Time: 09:33:54 QUALITY ANALYSIS TOOL - 2002-2003

**Field Change Report with Corrected Field Counts**

ALL RECORDS SORT: Sequence Number

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*

**OPEID#: 00000001 School Name: PAT BRYAN UNIVERSITY**

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

Records EFC EFC EFC

Initial Field Corrected Increased Decreased Unchanged

Selected \# % \# % \# % \# %

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-- \-\-\-\-\-\-\-\-\-\-\-\--
\-\-\-\-\-\-\-\-\-\-\-\-- \-\-\-\-\-\-\-\-\-\-\-\--
\-\-\-\-\-\-\-\-\-\-\-\--

PARENTS\' NUMBER OF 20 2.9% 9 1.3% 9 1.3% 2 0.3%

FAMILY MEMBERS

PARENTS\' NUMBER IN 13 1.9% 7 1.0% 4 0.6% 2 0.3%

COLLEGE

PARENTS\' TAX RETURN 91 13.2% 53 7.7% 29 4.2% 9 1.3%

FILED?

PARENTS\' TYPE OF TAX 9 1.3% 6 0.9% 1 0.1% 2 0.3%

RETURN USED?

PARENTS\' ADJUSTED 125 18.2% 67 9.8% 51 7.4% 7 1.0%

GROSS INCOME

PARENTS\' U.S. INCOME 130 18.9% 74 10.8% 50 7.3% 6 0.9%

TAX PAID

PARENTS\' TOTAL FROM 40 5.8% 22 3.2% 12 1.7% 6 0.9%

WORKSHEET A

PARENTS\' TOTAL FROM 52 7.6% 30 4.4% 19 2.8% 3 0.4%

WORKSHEET B

PARENTS\' TOTAL FROM 29 4.2% 17 2.5% 12 1.7% 0 0.0%

WORKSHEET C

STUDENT\'S TAX RETURN 78 11.4% 47 6.8% 21 3.1% 10 1.5%

FILED?

STUDENT\'S TYPE OF 13 1.9% 8 1.2% 1 0.1% 4 0.6%

TAX RETURN USED?

STUDENT\'S ADJUSTED 64 9.3% 38 5.5% 17 2.5% 9 1.3%

GROSS INCOME

STUDENT\'S U.S. 62 9.0% 39 5.7% 13 1.9% 10 1.5%

INCOME TAX PAID

STUDENT\'S TOTAL FROM 11 1.6% 3 0.4% 7 1.0% 1 0.1%

WORKSHEET A

STUDENT\'S TOTAL FROM 4 0.6% 0 0.0% 3 0.4% 1 0.1%

WORKSHEET B

STUDENT\'S TOTAL FROM 3 0.4% 0 0.0% 3 0.4% 0 0.0%

WORKSHEET C

Corrected Count

Totals 744 420 252 72

Total Unduplicated Record Count Data:

Total Unduplicated Corrected Record Count 186

Total Unduplicated Non-corrected Record Count 501

Total Target Size 687

Explanation of the data included on this report can be found in the Help
Text.

Click the \'Help\' button on the Print dialog box to display a window
with a list of

reports. From this list, select the report for which you would like an

explanation.

![](media/image13.png){width="6.4944444444444445in"
height="4.870833333333334in"}

**Participant Exercise 2: Field Range Report**

**All Dependent Students**

In this demonstration, you will run the Field Range Report for all
Dependent students. This report helps us identify patterns within field
ranges and ranges of ISIR values that should, or should not, be targeted
for verification. The report counts the number of fields corrected and
the impact of those corrections on EFC within user-specified ranges of
any single ISIR data element. Earlier in the set-up section, we set up a
field increment code A that will identify students with parents'
adjusted gross income (AGI) from \$1 to \$200,000 in increments of
\$10,000.

When we review the report, we see changes in the EFC either increasing
or decreasing between \_\_\_\_\_\_\_\_\_\_ and \_\_\_\_\_\_\_\_\_. Let's
go one step further and see whether there is an impact if we narrow the
scope by year in school. Because of time constraints, we will run the
report once again, identifying sophomores, and see the impact within
this band.

Report Date: 10/23/2002 U.S. DEPARTMENT OF EDUCATION PAGE: 1

Report Time: 09:43:45 QUALITY ANALYSIS TOOL - 2002-2003

Field Range Report with Corrected Field Counts

ALL RECORDS SORT: Field Range

PARENTS\' ADJUSTED GROSS INCOME

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*

OPEID#: 00000001 School Name: PAT BRYAN UNIVERSITY

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

EFC EFC EFC

Fields Increased Decreased Unchanged

Initial Field Corrected (Records) (Records) (Records)

Range \# % \# % \# % \# %

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-- \-\-\-\-\-\-\-\-\-\-\-\--
\-\-\-\-\-\-\-\-\-\-\-\-- \-\-\-\-\-\-\-\-\-\-\-\--
\-\-\-\-\-\-\-\-\-\-\-\--

\<blank\> 73 6.5% 2 1.0% 2 1.0% 4 2.0%

1 TO 10,000 20 1.8% 3 1.5% 1 0.5% 1 0.5%

10,001 TO 20,000 86 7.6% 8 3.9% 5 2.5% 3 1.5%

20,001 TO 30,000 136 12.1% 14 6.9% 6 2.9% 6 2.9%

30,001 TO 40,000 190 16.9% 17 8.3% 10 4.9% 2 1.0%

40,001 TO 50,000 95 8.4% 14 6.9% 9 4.4% 2 1.0%

50,001 TO 60,000 77 6.8% 8 3.9% 7 3.4% 1 0.5%

60,001 TO 70,000 161 14.3% 11 5.4% 10 4.9% 1 0.5%

70,001 TO 80,000 45 4.0% 4 2.0% 5 2.5% 2 1.0%

80,001 TO 90,000 80 7.1% 4 2.0% 7 3.4% 1 0.5%

90,001 TO 100,000 64 5.7% 4 2.0% 8 3.9% 2 1.0%

100,001 TO 110,000 42 3.7% 3 1.5% 2 1.0% 2 1.0%

110,001 TO 120,000 32 2.8% 2 1.0% 3 1.5% 1 0.5%

120,001 TO 130,000 7 0.6% 0 0.0% 1 0.5% 1 0.5%

130,001 TO 140,000 13 1.2% 0 0.0% 1 0.5% 1 0.5%

140,001 TO 150,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

150,001 TO 160,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

160,001 TO 170,000 1 0.1% 0 0.0% 0 0.0% 1 0.5%

170,001 TO 180,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

180,001 TO 190,000 3 0.3% 0 0.0% 1 0.5% 1 0.5%

190,001 TO 200,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

Corrected Count

Totals 1125

Total Target Size 204 94 78 32

Explanation of the data included on this report can be found in the Help
Text.

Click the \'Help\' button on the Print dialog box to display a window
with a list of

reports. From this list, select the report for which you would like an

explanation.

**Participant Exercise 3:**

**Field Range Report --- Sophomore Population Only**

In this demonstration, you will run the Field Range Report and select
the sophomore year in school. This will help us further identify those
students making changes to their parents' AGI. You will need to run the
Field Range Report with Corrected Field Counts to pinpoint specific data
elements and patterns within field ranges. Earlier in the set-up
section, we set up a field increment code A that will identify students
with parental AGI from \$1 to \$200,000 in increments of \$10,000.

When we review the report, we see changes in EFC either increasing or
decreasing between \$20,000 and \$60,000. Let's go one-step further and
see the impact if we narrow the scope by year in school.

We can narrow the selection to sophomores between what AGI groupings?

Report Date: 10/23/2002 U.S. DEPARTMENT OF EDUCATION PAGE: 1

Report Time: 09:51:07 QUALITY ANALYSIS TOOL - 2002-2003

Field Range Report with Corrected Field Counts

**GRADE LEVEL SORT: Field Range**

**PARENTS\' ADJUSTED GROSS INCOME**

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\***\*\***

**OPEID#: 00000001 School Name: PAT BRYAN UNIVERSITY**

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

EFC EFC EFC

Fields Increased Decreased Unchanged

Initial Field Corrected (Records) (Records) (Records)

Range \# % \# % \# % \# %

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-- \-\-\-\-\-\-\-\-\-\-\-\--
\-\-\-\-\-\-\-\-\-\-\-\-- \-\-\-\-\-\-\-\-\-\-\-\--
\-\-\-\-\-\-\-\-\-\-\-\--

\<blank\> 63 27.6% 1 2.4% 1 2.4% 4 9.8%

1 TO 10,000 1 0.4% 1 2.4% 0 0.0% 0 0.0%

10,001 TO 20,000 18 7.9% 3 7.3% 2 4.9% 0 0.0%

20,001 TO 30,000 19 8.3% 2 4.9% 1 2.4% 2 4.9%

**30,001 TO 40,000 46 20.2% 5 12.2% 0 0.0% 0 0.0%**

40,001 TO 50,000 5 2.2% 3 7.3% 1 2.4% 0 0.0%

50,001 TO 60,000 15 6.6% 2 4.9% 1 2.4% 0 0.0%

60,001 TO 70,000 23 10.1% 2 4.9% 2 4.9% 0 0.0%

70,001 TO 80,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

80,001 TO 90,000 5 2.2% 1 2.4% 0 0.0% 0 0.0%

90,001 TO 100,000 11 4.8% 3 7.3% 0 0.0% 0 0.0%

100,001 TO 110,000 9 3.9% 0 0.0% 2 4.9% 0 0.0%

110,001 TO 120,000 12 5.3% 1 2.4% 0 0.0% 0 0.0%

120,001 TO 130,000 1 0.4% 0 0.0% 0 0.0% 1 2.4%

130,001 TO 140,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

140,001 TO 150,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

150,001 TO 160,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

160,001 TO 170,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

170,001 TO 180,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

180,001 TO 190,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

190,001 TO 200,000 0 0.0% 0 0.0% 0 0.0% 0 0.0%

Corrected Count

Totals 228

Total Target Size 41 24 10 7

Explanation of the data included on this report can be found in the Help
Text.

Click the \'Help\' button on the Print dialog box to display a window
with a list of

reports. From this list, select the report for which you would like an

explanation.

![](media/image14.png){width="6.667361111111111in" height="5.0in"}

**Scenario 2**

**Imagine**

The president would like your office to find ways to enhance consumer
information to avoid misreporting and the number of corrections made to
applicant data.

Financial aid staff at Pat Bryan University determined by reviewing the
Field Change Report that approximately 15% of the applicant population
had changes to untaxed income. To identify the impact that changes made
to untaxed income had on an applicant's EFC, the institution ran the
List-EFC Change by Student Report to analyze changes to untaxed income.

**Because of time constraints, we ran this report for you. Use the
printed report to answer the following questions:**

> **Which source of untaxed income had the greatest impact on the EFC?**

**1.
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

2\.
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**3.
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

How could the institution change its consumer information to improve the
untaxed income information provided by applicants?

**Instructor Demonstration**

**List --- EFC Change by Student**

In this demonstration, I will run the List-EFC Change by Student Report.
This report identifies the most problematic incidences of change to a
particular ISIR element. When we review the printout of these reports,
you will see a list of students who experienced a change in a given ISIR
item accompanied by the change in EFC; the results can be sorted by EFC.

How many students made changes to Worksheet A?
\_\_\_\_\_\_\_\_\_\_\_\_\_

How many students made changes to Worksheet
B?\_\_\_\_\_\_\_\_\_\_\_\_\_\_

How many students made changes to Worksheet
C?\_\_\_\_\_\_\_\_\_\_\_\_\_\_

![](media/image15.png){width="5.270833333333333in"
height="3.448611111111111in"}

+----+---------+---+----+---+---------------------------------------+
| #  |         |   |    |   |                                       |
| ## |         |   |    |   |                                       |
| #  |         |   |    |   |                                       |
| Fi |         |   |    |   |                                       |
| el |         |   |    |   |                                       |
| d  |         |   |    |   |                                       |
| Se |         |   |    |   |                                       |
| le |         |   |    |   |                                       |
| ct |         |   |    |   |                                       |
| ed |         |   |    |   |                                       |
| :  |         |   |    |   |                                       |
| PA |         |   |    |   |                                       |
| RE |         |   |    |   |                                       |
| NT |         |   |    |   |                                       |
| S\ |         |   |    |   |                                       |
| '  |         |   |    |   |                                       |
| TO |         |   |    |   |                                       |
| TA |         |   |    |   |                                       |
| L  |         |   |    |   |                                       |
| FR |         |   |    |   |                                       |
| OM |         |   |    |   |                                       |
|  W |         |   |    |   |                                       |
| OR |         |   |    |   |                                       |
| KS |         |   |    |   |                                       |
| HE |         |   |    |   |                                       |
| ET |         |   |    |   |                                       |
|  A |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| Or |         | I | F  | I | EFC                                   |
| ig |         | n | ie | n |                                       |
| in |         | i | ld | i |                                       |
| al |         | t |    | t |                                       |
|    |         | i |    | i |                                       |
|    |         | a |    | a |                                       |
|    |         | l |    | l |                                       |
+----+---------+---+----+---+---------------------------------------+
| S  | Student | V | Ch | E | Change                                |
| SN | Name    | a | an | F |                                       |
|    |         | l | ge | C |                                       |
|    |         | u |    |   |                                       |
|    |         | e |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
|    |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | W       | 9 | -6 | 1 | 957                                   |
| 01 | INTERS, | 5 | 05 | 4 |                                       |
| -6 | CIARA   | 0 |    | 0 |                                       |
| 8- | L.      |   |    | 7 |                                       |
| 91 |         |   |    |   |                                       |
| 42 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | AN      | 0 | 10 | 5 | 183                                   |
| 01 | DERSON, |   | 76 | 2 |                                       |
| -7 | N       |   |    | 9 |                                       |
| 6- | ICHOLAS |   |    |   |                                       |
| 51 | E.      |   |    |   |                                       |
| 82 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | HARP,   | 1 | -  | 9 | -4158                                 |
| 01 | JEREMY  | 9 | 12 | 6 |                                       |
| -8 | S.      | 7 | 92 | 7 |                                       |
| 2- |         | 6 |    | 4 |                                       |
| 87 |         |   |    |   |                                       |
| 12 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | C       | 1 | -  | 3 | -164                                  |
| 03 | HALUPA, | 0 | 10 | 5 |                                       |
| -6 | CRAIG   | 0 | 00 | 3 |                                       |
| 6- | R.      | 0 |    | 2 |                                       |
| 89 |         |   |    |   |                                       |
| 96 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | MCF     |   | 0  | 2 | 1773                                  |
| 03 | ARLANE, |   |    | 1 |                                       |
| -7 | SHANNON |   |    | 4 |                                       |
| 2- | L.      |   |    | 9 |                                       |
| 78 |         |   |    |   |                                       |
| 88 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | AN      | 1 | 10 | 0 | 0                                     |
| 03 | DERSON, | 0 | 96 |   |                                       |
| -7 | KENNETH | 2 |    |   |                                       |
| 6- | A.      | 2 |    |   |                                       |
| 83 |         | 9 |    |   |                                       |
| 62 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | MICHEL, | 3 | 1  | 0 | 0                                     |
| 04 | JASON   | 9 | 31 |   |                                       |
| -8 | A.      | 0 |    |   |                                       |
| 2- |         | 0 |    |   |                                       |
| 15 |         |   |    |   |                                       |
| 36 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | HELLER, | 3 | -5 | 2 | 329                                   |
| 05 | BRYAN   | 2 | 16 | 1 |                                       |
| -7 | T.      | 6 |    | 3 |                                       |
| 8- |         | 4 |    |   |                                       |
| 35 |         |   |    |   |                                       |
| 44 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | ZACH,   | 0 | 5  | 1 | 2853                                  |
| 05 | SEAN P. |   | 26 | 2 |                                       |
| -8 |         |   |    |   |                                       |
| 6- |         |   |    |   |                                       |
| 50 |         |   |    |   |                                       |
| 36 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | DONNAN, | 0 | 1  | 0 | 0                                     |
| 06 | WARREN  |   | 38 |   |                                       |
| -6 | W.      |   | 60 |   |                                       |
| 6- |         |   |    |   |                                       |
| 28 |         |   |    |   |                                       |
| 83 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | DRO     | 1 | -7 | 0 | 103                                   |
| 07 | ESSLER, | 4 | 08 |   |                                       |
| -8 | NATHAN  | 1 |    |   |                                       |
| 2- | L.      | 2 |    |   |                                       |
| 01 |         |   |    |   |                                       |
| 71 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | MCF     | 2 | 1  | 1 | 5176                                  |
| 07 | ARLANE, | 1 | 61 | 7 |                                       |
| -8 | SHAWN   | 3 | 52 | 5 |                                       |
| 4- | K.      | 4 |    | 0 |                                       |
| 01 |         |   |    |   |                                       |
| 89 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | BOWMAN, | 0 | 9  | 6 | 330                                   |
| 08 | MELISSA |   | 38 | 0 |                                       |
| -6 | I.      |   |    | 6 |                                       |
| 4- |         |   |    | 6 |                                       |
| 08 |         |   |    |   |                                       |
| 36 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | KRUGER, | 0 | 5  | 2 | 2379                                  |
| 08 | WADE E. |   | 05 | 8 |                                       |
| -7 |         |   |    | 0 |                                       |
| 2- |         |   |    | 4 |                                       |
| 99 |         |   |    |   |                                       |
| 97 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | S       | 9 | 5  | 1 | -419                                  |
| 09 | ORRELL, | 7 | 43 | 1 |                                       |
| -7 | MATTHEW | 6 |    | 6 |                                       |
| 0- | I.      |   |    | 6 |                                       |
| 27 |         |   |    |   |                                       |
| 82 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | BURR,   | 0 | 1  | 8 | 2531                                  |
| 12 | GERALD  |   | 24 | 3 |                                       |
| -6 | B.      |   | 92 |   |                                       |
| 2- |         |   |    |   |                                       |
| 19 |         |   |    |   |                                       |
| 11 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | DEARTH, | 0 | 4  | 3 | -3465                                 |
| 12 | SA      |   | 91 | 4 |                                       |
| -7 | LVATORE |   |    | 6 |                                       |
| 6- | M.      |   |    | 5 |                                       |
| 28 |         |   |    |   |                                       |
| 41 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | MARZEN, | 0 | 3  | 1 | -197                                  |
| 14 | JOHN D. |   | 86 | 6 |                                       |
| -6 |         |   |    | 8 |                                       |
| 4- |         |   |    | 1 |                                       |
| 32 |         |   |    |   |                                       |
| 99 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | MICHEL, | 4 | 4  | 7 | 1273                                  |
| 18 | MICHAEL | 7 | 50 | 1 |                                       |
| -7 | T.      | 0 |    | 1 |                                       |
| 2- |         |   |    |   |                                       |
| 29 |         |   |    |   |                                       |
| 18 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | DONALD, | 3 | 94 | 0 | 850                                   |
| 19 | ALLEN   | 8 | 90 |   |                                       |
| -6 |         | 9 |    |   |                                       |
| 4- |         | 0 |    |   |                                       |
| 41 |         |   |    |   |                                       |
| 83 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | MCMATH, |   | 0  | 2 | 8463                                  |
| 23 | RYAN L. |   |    | 0 |                                       |
| -7 |         |   |    | 7 |                                       |
| 0- |         |   |    | 1 |                                       |
| 12 |         |   |    |   |                                       |
| 24 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | BON     | 2 | -4 | 6 | -5268                                 |
| 26 | TRAGER, | 5 | 14 | 4 |                                       |
| -6 | MEAGAN  | 0 |    | 5 |                                       |
| 6- | G.      | 0 |    | 5 |                                       |
| 03 |         |   |    |   |                                       |
| 13 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | BURR,   | 1 | -1 | 2 | -8775                                 |
| 30 | TIMOTHY | 4 | 21 | 3 |                                       |
| -7 | J.      | 4 | 90 | 2 |                                       |
| 0- |         | 3 |    | 4 |                                       |
| 41 |         | 6 |    | 4 |                                       |
| 89 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | K       | 5 | -5 | 2 | -3383                                 |
| 32 | OEHLER, | 0 | 00 | 3 |                                       |
| -6 | JOSEPH  | 0 |    | 9 |                                       |
| 4- | B.      |   |    | 3 |                                       |
| 15 |         |   |    | 7 |                                       |
| 15 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | GOSS,   | 3 | 1  | 0 | 0                                     |
| 32 | GABRIEL | 5 | 26 |   |                                       |
| -6 | A.      | 2 |    |   |                                       |
| 4- |         | 4 |    |   |                                       |
| 63 |         |   |    |   |                                       |
| 97 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | PACHA,  | 4 | -4 | 2 | -20879                                |
| 33 | JOSHUA  | 3 | 35 | 4 |                                       |
| -6 | P.      | 5 | 87 | 2 |                                       |
| 4- |         | 8 |    | 3 |                                       |
| 48 |         | 7 |    | 1 |                                       |
| 24 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | K       |   | 0  | 2 | -2535                                 |
| 43 | OEHLER, |   |    | 5 |                                       |
| -7 | OLVIN   |   |    | 3 |                                       |
| 4- |         |   |    | 5 |                                       |
| 37 |         |   |    |   |                                       |
| 06 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | WELDON- | 3 | -  | 0 | 515                                   |
| 44 | PETERS, | 2 | 17 |   |                                       |
| -9 | S       | 4 | 22 |   |                                       |
| 6- | ANTIAGO | 1 |    |   |                                       |
| 75 |         |   |    |   |                                       |
| 71 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | C       | 0 | 32 | 4 | 1989                                  |
| 45 | HALUPA, |   | 83 | 0 |                                       |
| -7 | MICHAEL |   |    | 1 |                                       |
| 4- | R.      |   |    |   |                                       |
| 20 |         |   |    |   |                                       |
| 24 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | B       | 1 | -1 | 5 | -5914                                 |
| 46 | ALLARD, | 7 | 03 | 9 |                                       |
| -7 | KEVIN   | 1 | 01 | 1 |                                       |
| 6- | G.      | 3 |    | 4 |                                       |
| 61 |         | 6 |    |   |                                       |
| 80 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | N       | 8 | -8 | 6 | 35129                                 |
| 51 | OSBISH, | 5 | 54 | 4 |                                       |
| -7 | BRIAN   | 4 | 80 | 8 |                                       |
| 6- | M.      | 8 |    | 7 |                                       |
| 73 |         | 0 |    | 0 |                                       |
| 06 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | S       | 0 | 26 | 3 | 2145                                  |
| 52 | ANDERS, |   | 28 | 5 |                                       |
| -7 | KEVIN   |   |    | 3 |                                       |
| 6- | A.      |   |    | 6 |                                       |
| 21 |         |   |    |   |                                       |
| 40 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | VOGT,   | 0 | 32 | 0 | 0                                     |
| 53 | SHAFEEK |   | 69 |   |                                       |
| -9 | S.      |   |    |   |                                       |
| 8- |         |   |    |   |                                       |
| 73 |         |   |    |   |                                       |
| 72 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | DANIEL, | 5 | -  | 1 | -569                                  |
| 62 | MELVIS  | 1 | 40 | 1 |                                       |
| -8 | W.      | 1 | 54 | 9 |                                       |
| 8- |         | 7 |    | 2 |                                       |
| 05 |         |   |    |   |                                       |
| 58 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | PACHA,  | 6 | -  | 1 | 2207                                  |
| 65 | MICHAEL | 1 | 61 | 3 |                                       |
| -7 | R.      | 0 | 00 | 9 |                                       |
| 4- |         | 0 |    | 3 |                                       |
| 68 |         |   |    | 3 |                                       |
| 08 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | FITZ    | 0 | 11 | 0 | 187                                   |
| 68 | GERALD, |   | 47 |   |                                       |
| -6 | PAUL A. |   |    |   |                                       |
| 8- |         |   |    |   |                                       |
| 66 |         |   |    |   |                                       |
| 65 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | P       | 1 | -  | 2 | -236                                  |
| 86 | REWETT, | 0 | 11 | 3 |                                       |
| -6 | KARI L. | 0 | 88 | 0 |                                       |
| 8- |         | 4 |    | 5 |                                       |
| 92 |         | 0 |    |   |                                       |
| 35 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | NUTTER, | 0 | 6  | 3 | 1562                                  |
| 86 | JUSTIN  |   | 00 | 0 |                                       |
| -8 | M.      |   |    | 6 |                                       |
| 2- |         |   |    | 3 |                                       |
| 92 |         |   |    |   |                                       |
| 90 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | DANIEL, | 4 | -  | 2 | 4536                                  |
| 90 | MARLON  | 9 | 29 | 2 |                                       |
| -8 | J.      | 8 | 27 | 4 |                                       |
| 8- |         | 0 |    |   |                                       |
| 25 |         |   |    |   |                                       |
| 54 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | TOMAS,  | 1 | 46 | 0 | 0                                     |
| 97 | BRIAN   | 2 | 44 |   |                                       |
| -6 | J.      | 2 |    |   |                                       |
| 8- |         | 1 |    |   |                                       |
| 88 |         | 6 |    |   |                                       |
| 99 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
| 9  | HO      | 0 | 97 | 0 | 1705                                  |
| 98 | EPPNER, |   | 15 |   |                                       |
| -7 | JOSHUA  |   |    |   |                                       |
| 0- | J.      |   |    |   |                                       |
| 14 |         |   |    |   |                                       |
| 04 |         |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+
|    | **Total |   |    |   |                                       |
|    | St      |   |    |   |                                       |
|    | udents: |   |    |   |                                       |
|    | 41**    |   |    |   |                                       |
+----+---------+---+----+---+---------------------------------------+

+-----------+------------------------------+-----+------+-----+------+
| ##### Fie |                              |     |      |     |      |
| ld Select |                              |     |      |     |      |
| ed: PAREN |                              |     |      |     |      |
| TS\' TOTA |                              |     |      |     |      |
| L FROM WO |                              |     |      |     |      |
| RKSHEET B |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| Original  |                              | I   | F    | I   | EFC  |
|           |                              | nit | ield | nit |      |
|           |                              | ial |      | ial |      |
+-----------+------------------------------+-----+------+-----+------+
| SSN       | Student Name                 | Va  | Ch   | EFC | Ch   |
|           |                              | lue | ange |     | ange |
+-----------+------------------------------+-----+------+-----+------+
|           |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | SCHLOTE, MATTHEW J.          | 41  | -4   | 55  | -388 |
| 1-64-1373 |                              | 583 | 0193 | 652 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | DEARTH, MATTHEW J.           | 6   | -    | 2   | 1688 |
| 1-66-5531 |                              | 843 | 3974 | 084 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | WINTERS, CIARA L.            | 4   | 1031 | 1   | 957  |
| 1-68-9142 |                              | 500 |      | 407 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | HALL, TIMOTHY T.             | 0   | 679  | 938 | 4766 |
| 1-72-6926 |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | BONTRAGER, ANTHONY M.        | 1   | -    | 6   | -    |
| 1-80-5768 |                              | 306 | 1306 | 773 | 5288 |
+-----------+------------------------------+-----+------+-----+------+
| 90        | DUWA, MATTHEW G.             | 1   | 457  | 4   | 177  |
| 1-82-3589 |                              | 826 |      | 919 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | STOCKMAN, PAUL R.            | 1   | 880  | 1   | 300  |
| 2-68-6007 |                              | 800 |      | 863 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | DEARTH, EASTON T.            | 5   | -    | 829 | 749  |
| 2-84-0191 |                              | 701 | 3701 |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | WINTERS, ROBERT R.           | 0   | 2000 | 2   | 478  |
| 3-64-3614 |                              |     |      | 298 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | WELDON-PETERS, MICHAEL S.    | 722 | 642  | 9   | -    |
| 3-66-6479 |                              |     |      | 238 | 1168 |
+-----------+------------------------------+-----+------+-----+------+
| 90        | MCFARLANE, SHANNON L.        |     | 0    | 2   | 1773 |
| 3-72-7888 |                              |     |      | 149 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | SMITH, TONI M.               | 3   | -    | 1   | 753  |
| 3-72-8308 |                              | 600 | 2400 | 033 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | ANDERSON, KENNETH A.         | 38  | -    | 0   | 0    |
| 3-76-8362 |                              | 044 | 9894 |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | MICHEL, JASON A.             | 940 | -940 | 0   | 0    |
| 4-82-1536 |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | STOCKMAN, ERIC M.            | 7   | -9   | 7   | -    |
| 4-86-9581 |                              | 923 |      | 743 | 1080 |
+-----------+------------------------------+-----+------+-----+------+
| 90        | ZACH, SEAN P.                | 0   | 9600 | 12  | 2853 |
| 5-86-5036 |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | MARZEN, NICOLAS C.           | 960 | 3164 | 2   | -445 |
| 5-88-1764 |                              |     |      | 268 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | DONNAN, WARREN W.            | 0   | 4259 | 0   | 0    |
| 6-66-2883 |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | MARZEN, JACKSON L.           | 6   | -    | 3   | -    |
| 7-35-2408 |                              | 933 | 6933 | 623 | 1560 |
+-----------+------------------------------+-----+------+-----+------+
| 90        | DROESSLER, NATHAN L.         | 1   | -708 | 0   | 103  |
| 7-82-0171 |                              | 412 |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | KRUGER, WADE E.              | 1   | 3664 | 2   | 2379 |
| 8-72-9997 |                              | 007 |      | 804 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | SEXTON, EMILY                | 8   | -27  | 12  | 746  |
| 9-62-6044 |                              | 850 |      | 985 |      |
+-----------+------------------------------+-----+------+-----+------+
| 91        | NUTTER, JESSICA M.           | 2   | -    | 2   | 1745 |
| 2-05-9455 |                              | 090 | 2090 | 526 |      |
+-----------+------------------------------+-----+------+-----+------+
| 91        | DEARTH, SALVATORE M.         | 11  | -1   | 3   | -    |
| 2-76-2841 |                              | 500 | 1500 | 465 | 3465 |
+-----------+------------------------------+-----+------+-----+------+
| 91        | WAITE, STEPHEN B.            | 0   | 2881 | 6   | 623  |
| 3-68-4185 |                              |     |      | 646 |      |
+-----------+------------------------------+-----+------+-----+------+
| 91        | MARZEN, JOHN D.              | 7   | 3133 | 1   | -197 |
| 4-64-3299 |                              | 200 |      | 681 |      |
+-----------+------------------------------+-----+------+-----+------+
| 91        | CHALUPA, AARON C.            | 11  | -1   | 3   | -    |
| 5-08-2538 |                              | 041 | 0491 | 059 | 2279 |
+-----------+------------------------------+-----+------+-----+------+
| 91        | ROMAN, JOHN A.               | 15  | 3732 | 416 | 7321 |
| 6-68-2901 |                              | 600 |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 91        | FULLER, JACOB C.             | 5   | 330  | 8   | 494  |
| 6-70-9688 |                              | 383 |      | 515 |      |
+-----------+------------------------------+-----+------+-----+------+
| 91        | ROGERS, DIANNE E.            | 2   | -    | 6   | -639 |
| 7-74-9427 |                              | 011 | 2011 | 732 |      |
+-----------+------------------------------+-----+------+-----+------+
| 91        | NOSBISH, BRADLEY R.          | 8   | 2000 | 33  | 2191 |
| 8-66-3760 |                              | 500 |      | 452 |      |
+-----------+------------------------------+-----+------+-----+------+
| 92        | MCMATH, RYAN L.              |     | 3607 | 2   | 8463 |
| 3-70-1224 |                              |     |      | 071 |      |
+-----------+------------------------------+-----+------+-----+------+
| 92        | WALLS, STACIE A.             | 0   | 2    | 1   | 5636 |
| 4-74-3510 |                              |     | 1840 | 253 |      |
+-----------+------------------------------+-----+------+-----+------+
| 93        | BURR, TIMOTHY J.             | 7   | -    | 23  | -    |
| 0-70-4189 |                              | 218 | 7218 | 244 | 8775 |
+-----------+------------------------------+-----+------+-----+------+
| 93        | DONLEY, AMANDA L.            | 9   | -200 | 475 | -24  |
| 0-72-0831 |                              | 280 |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 93        | DONNAN, JASON J.             | 2   | -20  | 350 | 966  |
| 2-64-2230 |                              | 932 |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 93        | PACHA, JOSHUA P.             | 8   | -    | 24  | -2   |
| 3-64-4824 |                              | 536 | 6200 | 231 | 0879 |
+-----------+------------------------------+-----+------+-----+------+
| 93        | PAULEY, CHRISTOPHER D.       | 95  | -8   | 70  | -3   |
| 3-64-6348 |                              | 281 | 1939 | 241 | 5431 |
+-----------+------------------------------+-----+------+-----+------+
| 93        | HOEPPNER, THOMAS J.          | 24  | -560 | 45  | -294 |
| 5-54-4393 |                              | 802 |      | 624 |      |
+-----------+------------------------------+-----+------+-----+------+
| 93        | FETTERS, JASON A.            | 6   | -    | 12  | -    |
| 9-52-2955 |                              | 688 | 1257 | 788 | 1014 |
+-----------+------------------------------+-----+------+-----+------+
| 93        | SORRELL, NICHOLAS D.         | 0   | 875  | 690 | 952  |
| 9-56-7405 |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 94        | KOEHLER, OLVIN               |     | 0    | 2   | -    |
| 3-74-3706 |                              |     |      | 535 | 2535 |
+-----------+------------------------------+-----+------+-----+------+
| 94        | BURKE, JOSEPH A.             |     | 650  | 17  | -    |
| 4-80-3451 |                              |     |      | 774 | 3836 |
+-----------+------------------------------+-----+------+-----+------+
| 95        | NOSBISH, BRIAN M.            | 10  | -758 | 64  | 3    |
| 1-76-7306 |                              | 056 |      | 870 | 5129 |
+-----------+------------------------------+-----+------+-----+------+

+------------+---------------------------+-----+-------+-----+-------+
| # Field Se |                           |     |       |     |       |
| lected: PA |                           |     |       |     |       |
| RENTS\' TO |                           |     |       |     |       |
| TAL FROM W |                           |     |       |     |       |
| ORKSHEET B |                           |     |       |     |       |
+------------+---------------------------+-----+-------+-----+-------+
| Original   |                           | I   | Field | I   | EFC   |
|            |                           | nit |       | nit |       |
|            |                           | ial |       | ial |       |
+------------+---------------------------+-----+-------+-----+-------+
| SSN        | Student Name              | Va  | C     | EFC | C     |
|            |                           | lue | hange |     | hange |
+------------+---------------------------+-----+-------+-----+-------+
|            |                           |     |       |     |       |
+------------+---------------------------+-----+-------+-----+-------+
| 9          | MCGOWAN, ALLEN T.         | 4   | -1400 | 9   | 4873  |
| 52-76-1529 |                           | 000 |       | 321 |       |
+------------+---------------------------+-----+-------+-----+-------+
| 9          | SANDERS, KEVIN A.         | 0   | 2793  | 3   | 2145  |
| 52-76-2140 |                           |     |       | 536 |       |
+------------+---------------------------+-----+-------+-----+-------+
| 9          | PACHA, MICHAEL R.         | 5   | -550  | 13  | 2207  |
| 65-74-6808 |                           | 200 |       | 933 |       |
+------------+---------------------------+-----+-------+-----+-------+
| 9          | RASMUSSEN, NATHAN R.      | 5   | 173   | 19  | 1243  |
| 76-64-6695 |                           | 250 |       | 260 |       |
+------------+---------------------------+-----+-------+-----+-------+
| 9          | DONALD, BRANDI M.         | 1   | 2014  | 882 | 23119 |
| 80-68-5956 |                           | 550 |       |     |       |
+------------+---------------------------+-----+-------+-----+-------+
| 9          | SANOKT, AUSTIN L.         | 8   | 3613  | 2   | 1471  |
| 83-06-3388 |                           | 824 |       | 992 |       |
+------------+---------------------------+-----+-------+-----+-------+
| 9          | DANIEL, MARLON J.         | 855 | 2463  | 224 | 4536  |
| 90-88-2554 |                           |     |       |     |       |
+------------+---------------------------+-----+-------+-----+-------+
| 9          | GROSVNER, STEFFAN N.      | 24  | -     | 30  | -     |
| 92-68-9112 |                           | 446 | 24446 | 767 | 20160 |
+------------+---------------------------+-----+-------+-----+-------+
| 9          | ANDERSON, JASON R.        | 9   | -6920 | 18  | -     |
| 99-68-0836 |                           | 520 |       | 224 | 14830 |
+------------+---------------------------+-----+-------+-----+-------+
|            | **Total Students: 53**    |     |       |     |       |
+------------+---------------------------+-----+-------+-----+-------+

+-----------+------------------------------+-----+------+-----+------+
| ##### Fie |                              |     |      |     |      |
| ld Select |                              |     |      |     |      |
| ed: PAREN |                              |     |      |     |      |
| TS\' TOTA |                              |     |      |     |      |
| L FROM WO |                              |     |      |     |      |
| RKSHEET C |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
|           |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| Original  |                              | I   | F    | I   | EFC  |
|           |                              | nit | ield | nit |      |
|           |                              | ial |      | ial |      |
+-----------+------------------------------+-----+------+-----+------+
| SSN       | Student Name                 | Va  | Ch   | EFC | Ch   |
|           |                              | lue | ange |     | ange |
+-----------+------------------------------+-----+------+-----+------+
|           |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | DEARTH, MATTHEW J.           | 3   | -    | 2   | 1688 |
| 1-66-5531 |                              | 000 | 2000 | 084 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | HALL, TIMOTHY T.             | 0   | 1500 | 938 | 4766 |
| 1-72-6926 |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | PACHA, JUSTINE N.            | 0   | 634  | 3   | 739  |
| 1-74-4985 |                              |     |      | 842 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | PERDUE, STEPHEN J.           | 0   | 2500 | 2   | 2958 |
| 2-74-5834 |                              |     |      | 775 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | DEARTH, EASTON T.            | 0   | 1500 | 829 | 749  |
| 2-84-0191 |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | WINTERS, ROBERT R.           | 0   | 2404 | 2   | 478  |
| 3-64-3614 |                              |     |      | 298 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | MCFARLANE, SHANNON L.        |     | 1500 | 2   | 1773 |
| 3-72-7888 |                              |     |      | 149 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | SMITH, TONI M.               | 10  | -    | 1   | 753  |
| 3-72-8308 |                              | 660 | 5460 | 033 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | STOCKMAN, ERIC M.            | 0   | 1500 | 7   | -    |
| 4-86-9581 |                              |     |      | 743 | 1080 |
+-----------+------------------------------+-----+------+-----+------+
| 90        | YEGGY, DONAVON C.            | 2   | -    | 11  | 776  |
| 5-60-4475 |                              | 500 | 1500 | 813 |      |
+-----------+------------------------------+-----+------+-----+------+
| 90        | NUTTER, JOSE L.              | 0   | 1500 | 3   | -    |
| 5-84-0407 |                              |     |      | 402 | 1252 |
+-----------+------------------------------+-----+------+-----+------+
| 90        | SORRELL, MATTHEW I.          | 1   | -501 | 1   | -419 |
| 9-70-2782 |                              | 000 |      | 166 |      |
+-----------+------------------------------+-----+------+-----+------+
| 91        | NUTTER, JESSICA M.           | 3   | -    | 2   | 1745 |
| 2-05-9455 |                              | 000 | 1901 | 526 |      |
+-----------+------------------------------+-----+------+-----+------+
| 92        | ANDERSON, RYAN G.            | 0   | 1500 | 9   | -    |
| 5-64-9272 |                              |     |      | 694 | 4627 |
+-----------+------------------------------+-----+------+-----+------+
| 92        | BOWMAN, ELISANDRA R.         | 1   | -    | 9   | 1806 |
| 5-80-1811 |                              | 500 | 1418 | 019 |      |
+-----------+------------------------------+-----+------+-----+------+
| 92        | TJADEN, KEVIN F.             |     | 1500 | 3   | 516  |
| 9-64-9203 |                              |     |      | 457 |      |
+-----------+------------------------------+-----+------+-----+------+
| 93        | KOEHLER, JOSEPH B.           | 0   | 478  | 23  | -    |
| 2-64-1515 |                              |     |      | 937 | 3383 |
+-----------+------------------------------+-----+------+-----+------+
| 93        | PACHA, JOSHUA P.             | 0   | 600  | 24  | -2   |
| 3-64-4824 |                              |     |      | 231 | 0879 |
+-----------+------------------------------+-----+------+-----+------+
| 93        | SORRELL, NICHOLAS D.         | 0   | 1000 | 690 | 952  |
| 9-56-7405 |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 94        | KOEHLER, OLVIN               |     | 0    | 2   | -    |
| 3-74-3706 |                              |     |      | 535 | 2535 |
+-----------+------------------------------+-----+------+-----+------+
| 94        | BALLARD, KEVIN G.            | 0   | 1138 | 5   | -    |
| 6-76-6180 |                              |     |      | 914 | 5914 |
+-----------+------------------------------+-----+------+-----+------+
| 95        | EAST, MATTHEW V.             | 1   | 500  | 8   | 4106 |
| 1-68-5600 |                              | 000 |      | 979 |      |
+-----------+------------------------------+-----+------+-----+------+
| 96        | HALVERSON, KYNDRA M.         |     | 2100 | 0   | 142  |
| 2-90-1093 |                              |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+
| 96        | PACHA, MICHAEL R.            | 1   | 500  | 13  | 2207 |
| 5-74-6808 |                              | 000 |      | 933 |      |
+-----------+------------------------------+-----+------+-----+------+
| 96        | TUCKER, SHANE T.             | 78  | -78  | 10  | -    |
| 6-72-7026 |                              |     |      | 324 | 7094 |
+-----------+------------------------------+-----+------+-----+------+
| 97        | BONTRAGER, AARON J.          | 0   | 1212 | 5   | -279 |
| 2-94-6141 |                              |     |      | 873 |      |
+-----------+------------------------------+-----+------+-----+------+
| 97        | HAWKS, DAVID J.              | 0   | 1500 | 12  | -    |
| 4-66-4795 |                              |     |      | 799 | 2671 |
+-----------+------------------------------+-----+------+-----+------+
| 98        | ZACH, MARO K.                | 500 | -500 | 6   | 502  |
| 7-88-8081 |                              |     |      | 567 |      |
+-----------+------------------------------+-----+------+-----+------+
| 99        | WELDON-PETERS, ROBERT B.     | 0   | 754  | 2   | -461 |
| 2-76-6447 |                              |     |      | 365 |      |
+-----------+------------------------------+-----+------+-----+------+
| 99        | ANDERSON, BRANDON L.         | 1   | -565 | 50  | -3   |
| 4-66-9145 |                              | 500 |      | 450 | 7112 |
+-----------+------------------------------+-----+------+-----+------+
|           | Total Students: 30           |     |      |     |      |
+-----------+------------------------------+-----+------+-----+------+

**Scenario 2**

**Verification Outcome Impact**

Pat Bryan University currently doesn't provide additional guidance on
Worksheet A, B, or C. The university may want to consider the following
options:

-   Run the Transaction Comparison Report on all students who had a
    change in Worksheet A, B, or C; the report will provide a snapshot
    for each student who had a change in this ISIR field. This
    information could be used to counsel students. A report will be
    generated for each student, which could be sent to the student as
    part of the renewal application. A letter could accompany the
    student report to help the student complete the ISIR for the
    following year.

-   Design a worksheet that provides a W-2 form and circle the areas
    that contain information that the ISIR requires be reported as
    untaxed income. Indicate the line on the ISIR where this income
    should be reported.

A school could pull a random sample of all students who made changes to
Worksheet A, B, or C and review each record to determine whether a
pattern of misreporting exists. A school could then revise its consumer
information to address the issues identified.

**Transaction Comparison Report**

This report allows you to review individual cases for evaluating the
applicability of any generalized patterns to individual students. It
also provides a side-by-side comparison of initial and paid on values of
selected ISIR data elements for each applicant who meets user-defined
selection criteria

+---------------+------------------------------------------------------+
| ## **Step**   | **Action**                                           |
+---------------+------------------------------------------------------+
| **1**         | With the **Print** dialog box displayed, click the   |
|               | **down arrow** for the **Report** field. Reports     |
|               | available in the system are listed.                  |
+---------------+------------------------------------------------------+
| **2**         | Select **Transaction Comparison.**                   |
+---------------+------------------------------------------------------+
| **3**         | Make sure that **Single** (to the right of the       |
|               | Report field) is selected and that **Screen** is     |
|               | selected as the Report File Destination.             |
+---------------+------------------------------------------------------+
| **4**         | Enter **SSN 901-68-9142.**                           |
+---------------+------------------------------------------------------+
| **5**         | For this activity the Field Order remains at         |
|               | **Sequence Number.**                                 |
+---------------+------------------------------------------------------+
| **6**         | Click the **down arrow** for the **Selected Fields   |
|               | Code** and select **VERDEP.** With this option, ISIR |
|               | fields for dependent students will be displayed.     |
+---------------+------------------------------------------------------+
| **7**         | Click the **down arrow** for the **Discrepancy       |
|               | Field** and select **PARENTS' TOTAL FROM WORKSHEET   |
|               | B.**                                                 |
+---------------+------------------------------------------------------+
| **8**         | Click the **Changed Fields Only?** to display only   |
|               | fields that have been changed.                       |
+---------------+------------------------------------------------------+
| **9**         | Click **OK.**                                        |
+---------------+------------------------------------------------------+

![](media/image16.png){width="4.875in" height="3.6666666666666665in"}

Report Date: 10/23/2002 U.S. DEPARTMENT OF EDUCATION PAGE: 1

Report Time: 13:35:41 QUALITY ANALYSIS TOOL - 2002-2003

Transaction Comparison Reported

ALL RECORDS SORT:

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*

OPEID#: 00000001 School Name: Pat Bryan University

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

Original SSN: 901-68-9142 Current SSN: 901-68-9142

Student Name: WINTERS, CIARA L.

Initial School Verification Flag: No

Initial Paid On

\-\-\-\-\-\-\-\-\-- \-\-\-\-\-\-\--

Source of Correction \<blank\> School

Source of values EDExpress EDExpress

Transaction Number 01 02

CPS Verification Flag Y Y

Dependency Status D D

EFC 1407 2364

Last Modified By: SYSADMIN 09/18/2002 11:18:50

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

Initial Paid On

Transaction Transaction

Field(s) Selected Value Value Change

\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-- \-\-\-\-\-\-\-\-\-\-\-\--
\-\-\-\-\-\-\-\-\-\-\-\-- \-\-\-\-\-\-\-\-\-\-\-\--
\-\-\-\-\-\-\-\-\-\-\-\--

PARENTS' ADJUSTED GROSS INCOME \$ 26,162 \$ 25,126 \$ -1,036

PARENT'S U.S. INCOME TAX PAID \$ 6,541 \$ 1,699 \$ -4,842

PARENTS' TOTAL FROM WORKSHEET A \$ 950 \$ 345 \$ -605

PARENTS' TOTAL FROM WORKSHEET B \$ 4,500 \$ 5,531 \$ 1,031

STUDENT'S TAX RETURN FILED? 2 1 Y

STUDENT'S ADJUSTED GROSS INCOME \$ 1,688 \$ 1,723 \$ 35

STUDENT'S U.S. INCOME TAX PAID \$ 422 \$ 0 \$ -422

A school could pull a random sample of all students who made changes to
Worksheet A, B, or C and review each record to determine whether a
pattern of misreporting exists. A school could then revise its consumer
information to address the issues identified.

###### A Possible Letter 

Dear XXXX:

When reviewing your file for the XX award year, we noted that changes
were required to your ISIR. In particular, we noted there were changes
to Worksheet A, B, or C. To help you complete your ISIR for the upcoming
year, we have enclosed a synopsis of what you reported for this year. We
hope that this will help you complete your ISIR for the XX award year.
Some areas to which you may want to pay particular attention follow:

-   We have found that reporting untaxed income on the ISIR can be a
    challenge. To assist you in this process, we have enclosed a copy of
    a W-2 and circled the items that you must report as untaxed income.
    To ensure that you don't miss any item(s) required for reporting, we
    also recommend that you review the worksheets included with the
    ISIR, paying particular attention to Worksheet B.

-   If you are a returning student and earned Federal Work-Study, you
    need to be sure to report your calendar-year earnings on the
    worksheet. You can obtain this information from your W-2 or from the
    payroll office at the school. To ensure you don't miss any item(s)
    required for reporting, we also recommend that you review the
    worksheets included with the ISIR, paying particular attention to
    Worksheet C.

-   To ensure that you record the correct tax credits, such as Earned
    Income Credit and other child tax credits, as well as any welfare
    benefits or social security benefits that were not taxed (such as
    SSI), please refer to Worksheet A on the ISIR.

Should you have additional questions regarding the completion of your
ISIR, do not hesitate to either call or schedule an appointment.

Sincerely,

Assistant Director

![](media/image17.png){width="6.667361111111111in" height="5.0in"}

![](media/image18.png){width="6.667361111111111in" height="5.0in"}

![](media/image19.png){width="6.667361111111111in" height="5.0in"}

![](media/image20.png){width="6.667361111111111in" height="5.0in"}

![](media/image21.png){width="6.667361111111111in" height="5.0in"}

**Taking the Quality Analysis Tool for a Test Drive**

**Reports Available in the Quality Analysis Tool**

+-----------------+---------------------------------+-----------------+
| ## **Reports**  | **Information Provided**        | **Why Use It?** |
+-----------------+---------------------------------+-----------------+
| Corrected       | Counts of records with changes  | To identify the |
| Records         | to specific ISIR fields;        | most            |
|                 | describes impact of those       | problematic     |
| in Initial EFC  | changes on EFC within a         | ISIR elements   |
| Range           | specified EFC range             | for EFC changes |
|                 |                                 | that affect     |
|                 |                                 | Pell            |
|                 |                                 | eligibility     |
+-----------------+---------------------------------+-----------------+
| Field Change    | Counts of records with changes  | To identify the |
| Report with     | to specific ISIR fields;        | most            |
| Corrected Field | describes the impact of those   | problematic     |
| Counts          | changes on EFC                  | ISIR elements   |
|                 |                                 | schoolwide or   |
|                 |                                 | within a        |
|                 |                                 | specific        |
|                 |                                 | subpopulation   |
+-----------------+---------------------------------+-----------------+
| Field Range     | Counts of the number of fields  | To identify     |
| Report with     | corrected and the impact of     | ranges of ISIR  |
| Corrected Field | those corrections on EFC within | values that     |
| Counts          | user-specified ranges of any    | should, or      |
|                 | single ISIR data element        | should not, be  |
|                 |                                 | targeted for    |
|                 |                                 | verification    |
+-----------------+---------------------------------+-----------------+
| Pell Corrected  | The number of fields corrected  | To identify     |
| Records Report  | and the impact of those         | ranges of ISIR  |
|                 | corrections on initial Pell     | values that     |
|                 | Awards within user-specified    | should, or      |
|                 | ranges of any single ISIR data  | should not, be  |
|                 | element                         | targeted for    |
|                 |                                 | verification of |
|                 |                                 | Pell Grant      |
|                 |                                 | recipients      |
+-----------------+---------------------------------+-----------------+
| Custom Report   | A case-by-case list of any ISIR | To examine      |
|                 | field values that the user      | relationships   |
|                 | selects                         | not captured by |
|                 |                                 | other reports   |
+-----------------+---------------------------------+-----------------+
| List-EFC Change | A list of students who          | To identify the |
| by Student      | experienced a change in a given | most            |
|                 | ISIR item accompanied by the    | problematic     |
|                 | change in EFC; results can be   | incidences of   |
|                 | sorted by EFC                   | change to a     |
|                 |                                 | particular ISIR |
|                 |                                 | element         |
+-----------------+---------------------------------+-----------------+
| Li              | A list of students accompanied  | To compare CPS  |
| st-Verification | by their CPS verification       | and             |
| Selection Flags | status, School Verification     | institutional   |
| by Student      | status, and characterization of | verification    |
|                 | change to EFC                   | practices.      |
+-----------------+---------------------------------+-----------------+
| Li              | A list of students to whom a    | To evaluate the |
| st-Verification | specific verification profile   | contribution of |
| Selection       | applies                         | each            |
| Criteria by     |                                 | verification    |
| Code            |                                 | profile to the  |
|                 |                                 | overall         |
|                 |                                 | verification    |
|                 |                                 | system          |
+-----------------+---------------------------------+-----------------+
| Li              | A list of students flagged by   | To evaluate     |
| st-Verification | institutional verification and  | each individual |
| Selection       | a list of specific              | profile         |
| Criteria by     | institutional verification      |                 |
| Student         | profiles that apply             |                 |
+-----------------+---------------------------------+-----------------+
| Transaction     | Side-by-side comparison of      | To review       |
| Comparison      | initial and paid on values of   | individual      |
|                 | selected ISIR data elements for | cases for       |
|                 | each applicant who meets        | evaluating the  |
|                 | user-defined selection criteria | applicability   |
|                 |                                 | to individual   |
|                 |                                 | students of any |
|                 |                                 | generalized     |
|                 |                                 | patterns        |
|                 |                                 | observed in     |
|                 |                                 | other reports   |
+-----------------+---------------------------------+-----------------+