![](media/image1.wmf){width="7.499305555555556in"
height="1.4861111111111112in"}

**Session C-10**

**Test Drive the**

**ISIR Analysis Tool**

**and Improve**

**Verification**

![](media/image2.jpeg){width="5.766666666666667in"
height="2.852777777777778in"}

**Session C-10**

**Test Drive the**

**ISIR Analysis Tool**

**and Improve**

**Verification**

**Session \# C-10**

Test Drive the ISIR Analysis Tool and Improve Verification Hands-On
Activities

In this session participants will:

-   Run reports and view data from the ISIR Analysis Tool Demonstration
    site.

-   Learn a new approach for identifying parameters for selecting
    student records for Federal and/or discretionary verification.

### 

Exercise #1-- Logging In to FAA Access Demo System

The first exercise will assist you with accessing the FAA Access to CPS
Online Demo System site and performing authentication.

-   To start, double click on the Internet Explorer icon found on your
    desktop.

```{=html}
<!-- -->
```
-   Select the "FAFSA Demo Site" option from the Favorites menu or type
    <http://fafsademo.test.ed.gov/> in the Address bar.

If you are prompted for a User name and a Password,

-   For the User name, enter **eddemo**.

-   For the Password, enter **fafsatest**.

-   Check the box next to "Remember my password".

```{=html}
<!-- -->
```
-   Click **OK**.

The "Welcome to the Department of Education\'s CPS Web Applications Demo
System" is displayed.

-   Select the "FAA Access to CPS Online Demo System" option at the
    bottom of the page.

The "Welcome to FAA Access to CPS Online!" page is displayed.

-   Click **Next**.

If a Security Alert dialog is displayed,

-   Click **Yes**.

Note: This dialog is only displayed on the demo site we are using for
this session. It is not displayed on the live site.

The "Confirming Your Identity" page is displayed.

-   Enter the following:

![](media/image5.png){width="3.501388888888889in"
height="0.5722222222222222in"}

-   Click **Submit**.

The "Welcome to the FAA Main Menu" page is displayed. You are now logged
into the FAA Access to CPS Online demo site.

-   Select **"ISIR Analysis Tool"** on the FAA Main Menu.

The "Destination/Federal School Code Entry" page is displayed. Enter the
following:

![](media/image6.png){width="4.122916666666667in"
height="0.4895833333333333in"}

Enter your school's Federal school code or use the Federal School Code
provided at your PC.

Select **2008-09** from the drop down box.

-   Click **Next**.

    The "Welcome to the "ISIR Analysis Tool" Home page is displayed.

##### 

**End of Exercise #1**

Exercise #2 -- The ISIR Analysis Tool Homepage and Navigation Features

Learn how to navigate within the ISIR Analysis Tool and explore the\
functions on the homepage. Fill in the blanks while working through the
exercise.

-   From the left navigation bar, select **Data Request**

**What Happens?**

-   From the left navigation bar select **User Specified Fields**

A drop down menu of options will display. Click on the **drop down
menu**.

**What functions can you see under User Specified Fields?**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

-   From the left navigation bar select **Current Status**

**How many records are in the database? \_\_\_\_\_**

**Have all the records been validated? Y/N \_\_\_\_\_\_\_\_\_**

-   From the left navigation bar, select **Student Listing**

A drop down menu of options will display. Select "view only" from the
drop down menu. **Are there other options on the drop down menu Y/N
\_\_\_\_\_\_\_\_\_**

-   From the left navigation bar select **Export**

**Is the Export Function Available? Y/N \_\_\_\_\_\_\_\_\_\_**

-   From the left Navigation bar select **Analysis of Data**

The "Analysis of Data" dialog is displayed.

-   Click "**Continue**"

The ISIR Analysis Tool "Dashboard will display.

Understand the data provided in the two dashboard panes, the Sample
Summary Report and Verification Status Report. Fill in the blanks while
working through the exercise.

-   **To expand the Sample Summary Report displayed on the top part of
    the dashboard click the** ![](media/image11.png){width="0.1875in"
    height="0.17708333333333334in"} **icon to expand the report. (If the
    pop up message "Do you want to secure non secure items" appears-
    select "Yes")**. **Record the following information:**

**Report Sample Size \_\_\_\_\_\_\_\_\_\_**

**Total Dependent Pell Eligible \_\_\_\_\_\_\_\_\_\_**

**Total Dependent Pell Ineligible \_\_\_\_\_\_\_\_\_\_**

**Total Independent Pell Eligible \_\_\_\_\_\_\_\_\_\_**

**Total Independent Pell Ineligible \_\_\_\_\_\_\_\_\_\_**

**Total EFC Changes \_\_\_\_\_\_\_\_\_\_**

## Total Pell Changes \_\_\_\_\_\_\_\_\_\_

**Total Initial Pell Award \$\_\_\_\_\_\_\_\_\_**

**Total Paid-On Pell Award \$\_\_\_\_\_\_\_\_\_**

**Average Pell Increase \$\_\_\_\_\_\_\_\_\_**

**Average Pell Decrease \$\_\_\_\_\_\_\_\_\_**

Click on the **X** in the upper right hand corner of the expanded report
to close out of the Sample Summary Report.

-   To expand the Verification Summary by Dependency Status Report on
    the bottom of the dashboard, click the
    ![](media/image11.png){width="0.1875in"
    height="0.17708333333333334in"} icon to maximize the report. Two
    color bar graphs will display (Dependent and Independent). Using the
    report legend and by placing your cursor over the following bars in
    the graphs record the following information:

**How many Dependent Records were selected by the CPS?
\_\_\_\_\_\_\_\_\_\_**

**How Many Independent Records were selected by the CPS?
\_\_\_\_\_\_\_\_\_\_**

**For the Dependent Records, (CPS Selected) how many had an**

**EFC Increase? \_\_\_\_\_\_\_\_\_\_ EFC Decrease?
\_\_\_\_\_\_\_\_\_\_**

**Which of the bars is higher? \_\_\_\_\_\_\_\_\_\_**

**Is CPS catching more potential over or under payments ?
\_\_\_\_\_\_\_\_\_\_**

Click on the **X** in the upper right hand corner of the expanded report
to close out of the Verification Summary by Dependency Status Report.

**Exercise #4 -- Running Standard Reports and Filtering Options**

Familiarize yourself with the tool's Standard Reports and how to use
filters to capture specific information on a report. Fill in the blanks
while working through this exercise.

-   From the dashboard select **IA Tool 2008-2009** (**click the +
    sign**) from the Domain Tree on the far left side of the dashboard.

-   Click the **Standard Report** icon from the left navigation bar and
    select **IA Tool 08-09.** The Standard Report folder will expand.

-   Select **Field Change Report** (Report #4). Right click your mouse
    to select "**Run**." A Filters Page will display.

-   On the Filters Page scroll down to Dependency Status and Select
    "**Dependent**" from the down box, and

-   Click **Submit** at the bottom of the page.

The Field Change Report is displayed.

-   Record the following information that appears in the upper left of
    the report:

**Criteria:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**Report Sample Size: \_\_\_\_\_\_\_\_\_\_**

-   Click on the link on top of the Field Change Report **(EFC Critical
    Fields Link)** to see a different view of the Field Change Report.

Record the following information from the Field Change Report:

**What ISIR Field is listed first?
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**How many records were corrected as a result?
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**Were there more Pell Increases or Pell Decreases?
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

![](media/image14.png){width="0.6097222222222223in"
height="0.6006944444444444in"} **How can this information improve
Educational Outreach?**

-   On the Field Change Report, click on the ISIR Field listed first to
    drill down to the Field Increment Report.

-   A filters page will display. Select "**Primary EFC** from the drop
    down box and then click **SUBMIT.**

-   The Field Increment Report is displayed. Record the following
    information from the Field Increment Report:

**Are changes to the first ISIR Field concentrated within a specific
EFC**

**Range when drilling down from the Field Change Report?
\_\_\_\_\_\_\_\_\_**

**What specific EFC Ranges experienced little or no change when drilling
down from the Field Change Report? \_\_\_\_\_\_\_\_\_\_**

-   To return to the Field Change Report click the **back** button on
    your browser two times. **(If the pop up message "Do you want to
    secure non secure items" appears- select "Yes")**. The Field Change
    Report will display.

-   On the Field Change Report, click on the number in the second column
    "**Records Corrected**" that is to the right of the ISIR Field
    listed first.

The **Pell Eligibility by Dependency Status Report** is displayed.
Review the report and answer the following questions, keep in mind the
criteria includes **Dependent Records** and the **ISIR Field listed
first** on the Field Change Report :

**What percentage of Pell eligible students were selected**

**by CPS? \_\_\_\_\_\_\_\_\_\_**

**What about Pell Ineligible Students? What percentage was selected by
CPS? \_\_\_\_\_\_\_**

![](media/image14.png){width="0.6097222222222223in"
height="0.6006944444444444in"}**Using the information from the report
above, does the CPS select specific types of students for
verification?**

-   To obtain a listing of Dependent Pell Eligible Students selected for
    verification by CPS with an EFC increase, (EFC decreases are also
    displayed) **click on the percentage** in the **EFC Increase**
    column, to drill down to the Student Listing Report.

The **Student Listing Report** is displayed.

**Would the listing provide data on over or under payments?**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**Look at the report criteria in the upper left had corner of the
report. What subset of student records are you analyzing now? List the
criteria below.**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\
**

![](media/image14.png){width="0.6097222222222223in"
height="0.6006944444444444in"} **Were there any records that did not
experience a Pell Grant Change? \_\_\_\_\_\_\_\_\_\_**

**If you limit verification to 30% would you consider eliminating those
records from verification? \_\_\_\_\_\_\_\_\_\_\_\_**

-   Click on the **first record** in the listing that experienced a Pell
    Grant change, you will now drill down to the Student Detail Report.

The Student Detail Report is displayed.

-   Review the Student Detail Report and answer the following questions:

**List 3 ISIR Fields that changed after the initial application?**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**Was there a primary reason for changes to EFC?**

![](media/image14.png){width="0.6097222222222223in"
height="0.6006944444444444in"}

**Would improved consumer information/educational outreach reduce
corrections to problematic ISIR Fields?**

Exercise #5 --EFC Impact Analysis Report

Run the EFC Impact Analysis Report to determine which EFC critical ISIR
fields are corrected most often between the Initial and Paid on
transactions. Fill in the blanks while working through this exercise.

-   Click the **X** in the upper right hand corner of the screen to
    close out of all reports and return to the Domain tree on the left
    hand side of the Dashboard.

-   Select **EFC Impact Analysis Report** #3 from the Standard Report
    Folder. Right click your mouse and select "**Run**."

A Filters Page will Display.

-   On the Filters Page scroll down to **Dependency Status,** from the
    drop down box select "**Dependent.**"

-   Scroll to the bottom of the Filters Page and click **Submit.**

The EFC Impact Analysis Report is displayed.

-   Review the EFC Impact Analysis Report and answer the following
    questions:

**Out of the 5 ISIR Fields displayed, which 3 fields had the most
changes?**

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**In what EFC ranges did most of the changes occur?**

**\_\_\_\_\_\_\_\_\_\_\_\_\_ \_\_\_\_\_\_\_\_\_\_\_\_\_**

**What EFC range(s) experience little or no change?**

**\_\_\_\_\_\_\_\_\_\_\_\_\_ \_\_\_\_\_\_\_\_\_\_\_\_\_**

![](media/image14.png){width="0.6097222222222223in"
height="0.6006944444444444in"}**Would aid office staff want to focus
verification on records that experience little or no change? How could
the tool's data be used to improve verification?**

**End of Exercise #5**

###### Exercise #6 -- Putting it All Together

Use the scenario below to run a report and analyze the results. Follow

the "clues" to stay on track.

**Scenario**

-   Click the **X** located in the upper right hand corner of the screen
    to close out of the report on the screen and return to the Domain
    tree on the left hand side of the Dashboard.

**Which Standard Report will provide a list of ISIR [Field
Change]{.underline}s (HINT)?**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

-   Select the appropriate report from the Standard Report Folder. Right
    click the mouse and select **"Run."** The Filters page is displayed.

**Please focus on records that have a Pell Change, Dependent, and CPS
Selected. Identify the filters to use below.**

**\_\_\_\_\_\_\_\_\_\_\_\_\_ \_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_**

-   Scroll to the bottom of the Filters page and click "**Submit**." The
    report is displayed. **Which report did you run?**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**Is there a way to view only changes that impact the EFC? What do you
do?**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

-   Click on the applicable link.

A new view of the report is displayed.

-   Review the report to obtain the following information:

**List the top three ISIR Fields that had the highest number of records
corrected**.

**\_\_\_\_\_\_\_\_\_\_\_\_ \_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_**

**From the ISIR Fields listed above record the percentages of EFC
increases**

**And decreases:**

ISIR Field #1: EFC %Increase \_\_\_\_\_\_\_\_\_\_ EFC
%Decrease\_\_\_\_\_\_\_\_\_\_

ISIR Field #2: EFC %Increase \_\_\_\_\_\_\_\_\_\_ EFC
%Decrease\_\_\_\_\_\_\_\_\_\_

ISIR Field #: EFC %Increase\_\_\_\_\_\_\_\_\_\_ EFC
%Decrease\_\_\_\_\_\_\_\_\_\_

**From the ISIR Fields listed above record the percentages of Pell
increases**

**And decreases:**

ISIR Field #1: Pell %Increase \_\_\_\_\_\_\_\_\_\_ Pell
%Decrease\_\_\_\_\_\_\_\_\_\_

ISIR Field #2: Pell %Increase \_\_\_\_\_\_\_\_\_\_ Pell
%Decrease\_\_\_\_\_\_\_\_\_\_

ISIR Field #3: Pell %Increase \_\_\_\_\_\_\_\_\_\_ Pell
%Decrease\_\_\_\_\_\_\_\_\_\_

**Is there another Standard Report that you could run that would capture
the changes to ISIR Fields and the impact on EFC? \*\* [Remember to use
the same filters as above: Dependent, CPS Selected, and Pell
Change]{.underline}.**

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**Run the report you've identified above and compare data with the
information captured from the Field Change Report. Do you see similar
results?**

**End of exercise 6**

**DISCUSSION**

![](media/image14.png){width="0.6097222222222223in"
height="0.6006944444444444in"} **Based on the information above, can the
data be used to improve a school's approach to verifying records
selected for [federal verification]{.underline}?**

![](media/image14.png){width="0.6097222222222223in"
height="0.6006944444444444in"} **What about discretionary verification?
Based on what you've seen in the entire session, how can the tool help a
school fine tune its discretionary verification criteria?**

## EXERCISE \--The Reports Available in the ISIR Analysis Tool

The table below summarizes the reports of the ISIR Analysis Tool by
identifying the research questions each addresses. **Fill in the correct
report in the left hand column using the answers from the previous
exercises to help you. The report names are listed on the below the
table.**

+--------------------+-------------------------------------------------+
| ISIR Analysis Tool | Research Questions Addressed                    |
| Report             |                                                 |
+--------------------+-------------------------------------------------+
|                    | What students are in my database?               |
|                    |                                                 |
|                    | What was the aggregate impact of change in      |
|                    | eligibility?                                    |
+--------------------+-------------------------------------------------+
|                    | Which records were selected for CPS             |
|                    | verification?                                   |
|                    |                                                 |
|                    | Which records were selected for discretionary   |
|                    | verification?                                   |
|                    |                                                 |
|                    | Which CPS verified records experienced an       |
|                    | increase or decrease to EFC?                    |
|                    |                                                 |
|                    | Which institutionally verified records          |
|                    | experienced an increase or decrease to EFC?     |
+--------------------+-------------------------------------------------+
|                    | How are changes to EFC critical ISIR fields     |
|                    | distributed across initial EFC values ranges?   |
+--------------------+-------------------------------------------------+
|                    | Which ISIR fields were most likely to be        |
|                    | corrected?                                      |
|                    |                                                 |
|                    | Which corrections were most likely to be        |
|                    | associated with a change to aid eligibility?    |
|                    |                                                 |
|                    | Which corrections were most likely to be        |
|                    | selected by school and CPS verification         |
|                    | criteria?                                       |
+--------------------+-------------------------------------------------+
|                    | Are changes to a particular field concentrated  |
|                    | within a particular value range of that or some |
|                    | other field?                                    |
|                    |                                                 |
|                    | Are corrections to a critical ISIR field        |
|                    | concentrated within a particular value range of |
|                    | that or some other field?                       |
+--------------------+-------------------------------------------------+
|                    | Are changes to the selected field related to    |
|                    | Pell eligibility and dependency status?         |
|                    |                                                 |
|                    | How many students with changes to the selected  |
|                    | field does CPS or discretionary verification    |
|                    | select?                                         |
+--------------------+-------------------------------------------------+
|                    | Which records selected by CPS did not           |
|                    | experience\                                     |
|                    | a change in aid eligibility?                    |
|                    |                                                 |
|                    | Which records selected for school/discretionary |
|                    | verification did NOT experience a change in aid |
|                    | eligibility?                                    |
+--------------------+-------------------------------------------------+
|                    | What was the impact on this student's EFC?      |
|                    |                                                 |
|                    | What ISIR information changed after the initial |
|                    | application?                                    |
|                    |                                                 |
|                    | What was the primary reason for observed        |
|                    | changes to EFC?                                 |
+--------------------+-------------------------------------------------+

REPORTS: Field Change Report, Field Increment Report, Sample Summary
Report, Student Detail Report, EFC Impact Analysis Report, Verification
Summary Report, Student Listing, and Pell Eligibility by Dependency
Status Report

**Orange** = Reports that are part of the Dashboard. Once you upload
your records, perform Data Validation and click the Analysis of Data
button, the reports will automatically run and will be included in the
Dashboard. You can also run these reports from the Standard Reports
Folder.

**Blue** = Reports often used for analysis. The Field Change Report is
the place to begin. Then drill down to the Field Increment Report, Pell
Eligibility by Dependency Status Report, Student Listing Report and
Student Detail Report. You can access the reports without using the
drill down feature. If you run the reports from the Standard Reports
Folder, you can take advantage of additional filtering options that are
not available in drill down.

**Common Questions and Answers to Help Navigate Through the ISIR
Analysis Tool and Review Standard Reports**

+-------------------------------------+--------------------------------+
| **Question**                        | **Answer:**                    |
+-------------------------------------+--------------------------------+
| **What menu item allows you to      | ![](media/image21.png)\*\*     |
| upload data or up load user defined | data request not available in  |
| field?**                            | demo environment               |
+-------------------------------------+--------------------------------+
| **What menu item allows me to       | ![](media/image22.png)         |
| create a user defined field (i.e.   |                                |
| Verification Criteria 01)?**        |                                |
+-------------------------------------+--------------------------------+
| **What menu item tells me how many  | ![](media/image23.png)         |
| students are in the database and if |                                |
| the records have been validated or  |                                |
| not?**                              |                                |
+-------------------------------------+--------------------------------+
| **What menu item lists the students | ![](media/image24.png)         |
| in the data base and displays the   |                                |
| user defined data?**                |                                |
+-------------------------------------+--------------------------------+
| **What menu item must I use to      | ![](media/image25.png)         |
| validate my records?**              |                                |
+-------------------------------------+--------------------------------+
| **What menu item allows me to       | ![](media/image26.png)\*\*     |
| export a file?**                    | Export function not available  |
|                                     | in demo environment            |
+-------------------------------------+--------------------------------+
| **What menu item allows me to begin | ![](media/image27.png)         |
| my analysis of data?**              |                                |
+-------------------------------------+--------------------------------+
| **What link will provide me with    | ![](media/image28.png)         |
| what is new with the ISIR Analysis  |                                |
| Tool?**                             |                                |
+-------------------------------------+--------------------------------+
| **What link(s) will provide         | ![](media/image29.png)         |
| information on adding**             |                                |
|                                     |                                |
| **user defined fields?**            |                                |
+-------------------------------------+--------------------------------+
| **Is their a Frequently Asked       | ![](media/image30.png)         |
| Questions Link located on the home  |                                |
| page?**                             |                                |
+-------------------------------------+--------------------------------+

**VALUABLE RESOURCES**

-   **ISIR Analysis Tool Demonstration Site**

> [**http://fafsademo.test.ed.gov/**](http://fafsademo.test.ed.gov/)

-   **ISIR Analysis Tool (Live Production Site)\
    <http://www.fafsa.ed.gov/FOTWWebApp/faa/faa.jsp>**

-   **ISIR Analysis Tool Guide\
    <http://ifap.ed.gov/qahome/guidance.html>**

-   **Quality Assurance Program Web site**\
    [**http://ifap.ed.gov/qahome**](http://ifap.ed.gov/qahome)

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