![](media/image1.png){width="2.0in" height="1.3680555555555556in"}

ISIR Analysis Tool -- 2006-2007

Functional Specification

# Revision Chart

+-------------+------------+----------------------------+-------------+
| Document    | Primary    | Description of Version     | Date        |
| Version     | Author(s)  |                            | Completed   |
+=============+============+============================+=============+
| Draft v1.0  | Derek Kalm | Initial v1.0 draft.        | 06/10/2005  |
+-------------+------------+----------------------------+-------------+
| Draft v2.0  | Derek Kalm | Updated based on internal  | 06/17/2005  |
|             |            | technical review.          |             |
|             |            |                            |             |
|             |            | 3.2.9.26.1: Added link to  |             |
|             |            | file containing list of QA |             |
|             |            | schools.                   |             |
|             |            |                            |             |
|             |            | 3.2.9.26.13: Added missing |             |
|             |            | fields.                    |             |
+-------------+------------+----------------------------+-------------+
| V1.0        | Derek Kalm | Baselined version.         | 06/17/2005  |
+-------------+------------+----------------------------+-------------+
| V1.1        | Derek Kalm | Added text to Export page  | 07/15/2005  |
|             |            | in 3.2.9.24 per PLS        |             |
|             |            | #26282.                    |             |
+-------------+------------+----------------------------+-------------+
| V1.2        | Derek Kalm | Updated 3.2.9.2 per PLS    | 07/19/2005  |
|             |            | #28269 to modify "READ"    |             |
|             |            | access for User-Specified  |             |
|             |            | Fields and Analysis of     |             |
|             |            | Data.                      |             |
+-------------+------------+----------------------------+-------------+
| V1.3        | Derek Kalm | -   Updated Table of       | 07/22/2005  |
|             |            |     Contents               |             |
|             |            |                            |             |
|             |            | -   Updated 3.2.9.26.9 per |             |
|             |            |     PLS #28281 to clarify  |             |
|             |            |     graph titles.          |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+
|             |            |                            |             |
+-------------+------------+----------------------------+-------------+

# Table of Contents

Document Usage [1](#document-usage)

3.2.9 ISIR Analysis (IA) Tool APPLICATION SYSTEM
[2](#isir-analysis-ia-tool-application-system)

3.2.9.2 Disable Command Buttons [2](#disable-command-buttons)

3.2.9.3 User Access to Data [2](#user-access-to-data)

3.2.9.4 Page Formats [2](#page-formats)

3.2.9.5 Standard Page Header [2](#standard-page-header)

3.2.9.6 Standard Left Nav Bar [3](#standard-left-nav-bar)

3.2.9.7 Standard Page Footer [5](#standard-page-footer)

3.2.9.8 Home/Welcome Page [6](#homewelcome-page)

3.2.9.9 "Data Request" Page [7](#data-request-page)

3.2.9.10 "Data Request: ISIR Data" Page
[8](#data-request-isir-data-page)

3.2.9.11 "Data Request: ISIR Data Load" Page
[10](#data-request-isir-data-load-page)

3.2.9.12 "Data Request: ISIR Data from File -- With Transactions" Page
[11](#data-request-isir-data-from-file-with-transactions-page)

3.2.9.12.0 "Data Request: ISIR Data Upload -- With Transactions" Page
[13](#data-request-isir-data-upload-with-transactions-page)

3.2.9.12.1 ISIR Data from File Record Layout
[15](#isir-data-from-file-record-layout)

3.2.9.12.2 "Data Request: ISIR Data from File -- Without Transactions"
Page [16](#data-request-isir-data-from-file-without-transactions-page)

3.2.9.12.2.1 "Data Request: ISIR Data Upload -- Without Transactions"
Page [18](#data-request-isir-data-upload-without-transactions-page)

3.2.9.12.3 "Data Request: Auto-Load Initial" Page
[20](#data-request-auto-load-initial-page)

3.2.9.12.4 "Confirmation in Progress" page
[21](#confirmation-in-progress-page)

3.2.9.13 "Data Request: User-Defined Data" Page
[22](#data-request-user-defined-data-page)

3.2.9.14 "User-Specified Fields" Page [23](#user-specified-fields-page)

3.2.9.15a "User-Specified Fields: View" Page
[24](#a-user-specified-fields-view-page)

3.2.9.15b "User-Specified Fields: Add" Page
[25](#b-user-specified-fields-add-page)

3.2.9.15c "User-Specified Fields: Delete" Page
[27](#c-user-specified-fields-delete-page)

3.2.9.16 "Current Status" Page [29](#current-status-page)

3.2.9.17 "Student Listing" Page [30](#student-listing-page)

3.2.9.18 "Student Listing: View Records" Page
[31](#student-listing-view-records-page)

3.2.9.19 "User-Specified Fields: View" Page
[34](#user-specified-fields-view-page)

3.2.9.20 "Student Listing: Update Records" Page
[35](#student-listing-update-records-page)

3.2.9.21 "User-Specified Fields: Update" Page
[36](#user-specified-fields-update-page)

3.2.9.22 "Student Listing: Delete Records" Page
[36](#student-listing-delete-records-page)

3.2.9.24 "Export" Page [37](#export-page)

3.2.9.25 "Data Validation" Page [38](#data-validation-page)

3.2.9.25.1 Calculating Pell Awards [40](#calculating-pell-awards)

3.2.9.26 "Analysis of Data" Page [41](#analysis-of-data-page)

3.2.9.26.0 "Dashboard" [42](#dashboard)

3.2.9.26.1 "Dashboard" Folders Pane [43](#dashboard-folders-pane)

3.2.9.26.2 "Dashboard" Report Panes [44](#dashboard-report-panes)

3.2.9.26.3 Report Outputs [44](#report-outputs)

3.2.9.26.4 Dollar Amount Formats [44](#dollar-amount-formats)

3.2.9.26.5 Percentage Formats [44](#percentage-formats)

3.2.9.26.6 Standard IA Tool Report Header
[45](#standard-ia-tool-report-header)

3.2.9.26.7 Standard IA Tool Report Footer
[46](#standard-ia-tool-report-footer)

3.2.9.26.7.2 Ad Hoc / Custom Report Footer
[46](#__RefHeading___Toc109794948)

3.2.9.26.7.3 Ad Hoc / Custom Report Fields
[46](#ad-hoc-custom-report-fields)

3.2.9.26.8 "Sample Summary" Report [47](#__RefHeading___Toc109794950)

3.2.9.26.9 "Verification Summary" Report
[49](#verification-summary-report)

3.2.9.26.10 "Field Change" Report [51](#field-change-report)

3.2.9.26.11 "Pell Eligibility by Dependency Status" Report
[54](#pell-eligibility-by-dependency-status-report)

3.2.9.26.12 "Student Listing" Report [57](#student-listing-report)

3.2.9.26.13 "Student Detail" Report [59](#student-detail-report)

3.2.9.26.14 Field Increments [65](#field-increments)

3.2.9.26.15 "Field Increments" Report [68](#field-increments-report)

3.2.9.26.16 "Where" Statements [70](#where-statements)

3.2.9.26.17 Filters [71](#filters)

3.2.9.26.19 "Quality Assurance Listing" Report
[74](#quality-assurance-listing-report)

3.2.9.26.20 "Verification Tracking Flags" Report
[76](#verification-tracking-flags-report)

3.2.9.27 "IA Tool Extract Error Report"
[78](#ia-tool-extract-error-report)

3.2.9.28 Standard Confirmation Page [79](#standard-confirmation-page)

3.2.9.28.1 "Data Request: Auto-Load Confirmation" page
(ia_data_request_auto_conf.jsp)
[79](#data-request-auto-load-confirmation-page-ia_data_request_auto_conf.jsp)

3.2.9.28.2 "Data Request: Data Confirmation" page (ia_data_conf.jsp --
Secure)
[80](#data-request-data-confirmation-page-ia_data_conf.jsp-secure)

3.2.9.28.3 "User-Specified Fields: Confirmation" page
(ia_user_fields_conf.jsp -- Secure)
[81](#user-specified-fields-confirmation-page-ia_user_fields_conf.jsp-secure)

3.2.9.28.4 "Student Data: Confirmation" page (ia_stud_data_conf.jsp --
Secure)
[81](#student-data-confirmation-page-ia_stud_data_conf.jsp-secure)

3.2.9.28.5 "Student User-Specified Data: Confirmation" page
(ia_stud_user_conf.jsp -- Secure)
[82](#student-user-specified-data-confirmation-page-ia_stud_user_conf.jsp-secure)

3.2.9.28.6 "Export: Confirmation" page (ia_export_conf.jsp -- Secure)
[82](#export-confirmation-page-ia_export_conf.jsp-secure)

3.2.9.28.7 "Data Validation: Confirmation" page (ia_data_valid_conf.jsp
-- Secure)
[83](#data-validation-confirmation-page-ia_data_valid_conf.jsp-secure)

3.2.9.29 Data Flow Diagram [84](#data-flow-diagram)

Glossary [86](#__RefHeading___Toc109794972)

Appendices [87](#appendices)

1\. Fields for Extraction and Storage
[87](#fields-for-extraction-and-storage)

2\. User-Defined Data Upload [93](#user-defined-data-upload)

## Document Usage

-   This document should be considered as a companion document to the
    "2006-2007 CPS Web Applications and PIN -- Functional Specification
    and High Level Design" document (Cpslan\\Cps0607\\Functional
    Specifications\\ CPSWEB010_FS_HLD.doc). Because of the size of the
    "2006-2007 CPS Web Applications and PIN -- Functional Specification
    and High Level Design" document, this document will be referenced
    and linked within that document rather than included within that
    document.

-   Only the "Functions" section is included in this document;
    non-functional requirements are included in "2006-2007 CPS Web
    Applications and PIN -- Functional Specification and High Level
    Design" document (Cpslan\\Cps0607\\Functional
    Specifications\\CPSWEB010_FS_HLD.doc).

-   In accordance with the processes and standards published in the
    Pearson Government Solutions Software Engineering Handbook Version
    3.1:

1.  The purpose of the Functional Specification is to describe the
    externally discernible functions/attributes of the software system
    that meet the software requirements set forth in the Customer
    Requirements Allocation Document.

2.  The Functional Specification is intended to be a requirements
    document, not a design document.

-   For testing purposes, this document should only be used for
    functional, "black box" testing, whereby the internal workings of
    the item being tested are not known by the tester, and the testing
    is done from the point of view of the user, not the designer.

-   Sample reports are included as a general guideline as to what the
    actual reports will look like. As long as all the report elements
    are present and in the same general location and of the same general
    format as specified in a sample report, the developer has some
    discretion as to the specific placement and formatting of report
    elements.

-   Certain terminology is used in much of this document when defining
    web pages and the components on those web pages. The following
    information should be used as a reference for describing that
    terminology when interpreting functional requirements:

+-----------------+----------------------------------------------------+
| **Terminology** | **Description**                                    |
+=================+====================================================+
| ACTION          | -   CREATE: A new page, new page component, or new |
|                 |     function will be added to the existing (or     |
|                 |     new) software.                                 |
|                 |                                                    |
|                 | -   UPDATE: A page, page component, or function in |
|                 |     the existing software will be modified.        |
|                 |                                                    |
|                 | -   DELETE: A page, page component, or function in |
|                 |     the existing software will be removed.         |
|                 |                                                    |
|                 | -   NO CHANGE: A page, page component, or function |
|                 |     in the existing software will remain           |
|                 |     unchanged.                                     |
+-----------------+----------------------------------------------------+
| WHAT            | The page, page component, or function on which the |
|                 | ACTION is performed.                               |
+-----------------+----------------------------------------------------+
| ACCESSED FROM   | The page, page component, or function from which a |
|                 | page is accessed or a function initiated.          |
+-----------------+----------------------------------------------------+
| WEB BROWSER     | The text that displays in the title bar of the web |
| TITLE           | browser.                                           |
+-----------------+----------------------------------------------------+

##  3.2.9 ISIR Analysis (IA) Tool APPLICATION SYSTEM

### 3.2.9.2 Disable Command Buttons

If the logged in user is setup for read-only access in PM (Participation
Management), then disable the following Command Buttons:

\- Data Request

\- User-Specified Fields -- Update

\- User-Specified Fields -- Delete

\- Student Listing -- Update

\- Student Listing -- Delete

\- Data Validation

TRACEABILITY TO 2004-2005 CRAD -- 2

### 3.2.9.3 User Access to Data

IA Tool will have a service within Participation Management (PM) with
which Destination Point Administrators can use to grant read or write
access to financial administrators at their school(s).  Limit/restrict
access to applicant data to the school in which the user entered at log
on, and was authenticated against, in the PM system.

\- Only those applicants that selected that school on their record will
be available for the school to extract from the ISIR DataMart.

TRACEABILITY TO 2004-2005 CRAD -- 2, 8

### 3.2.9.4 Page Formats

Create all pages in a similar format (look and feel), layout, and text
font and size to all other CPS Web Application pages.

See the "Design Standards" section of the FAA Common FS for details.

TRACEABILITY TO 2004-2005 CRAD -- 31

### 3.2.9.5 Standard Page Header

ACTION: NO CHANGE

WHAT: Standard Page Header; position this header at the top of all pages
unless otherwise indicated.

Include the following:

\- FSA/ISIR Analysis Tool logo/graphic

\- \<Home\> Graphic/link; links to IA Tool Home page

\- \<Help\> Graphic/link; links to IA Tool Help page

\- \<FAQs\> Graphic/link; links to IA Tool FAQs page

\- 'U.S. Department of Education' seal logo/graphic

See the "Page Header" section of the FAA Common FS for details.

TRACEABILITY TO 2004-2005 CRAD -- 30

### 3.2.9.6 Standard Left Nav Bar

ACTION: NO CHANGE

WHAT: Standard Left Navigation Bar; position this navigation bar on the
left side all pages unless otherwise indicated.

Include the following, in the order listed:

\<Data Request\> Text/link to Data Request page

\<User-Specified Fields\> Text/link to User-Specified Fields page

\<Current Status\>Text/link to Current Status page

\<Student Listing\>Text/link to Student Listing page

\<Export\> Text/link to Export page

\<Data Validation\>Text/link to Data Validation page

\<Analysis of Data\>Text/link to Analysis of Data page

Detailed designs of the left nav bar are given in the following table:

The IA Tool side navigation bar is present on all pages and is displayed
in A-1234

+---------+-----+----------------+--------------------+---------------+
| Control | For | Text or        |                    | Field Content |
| Type    | mat | Description    |                    |               |
+---------+-----+----------------+--------------------+---------------+
| Gra     | A-  | \<sidenav      | Data Request       | Background    |
| phic/Hy | --1 | _bkgd_lf.gif\> |                    | image =       |
| pertext |     |                |                    | "sidenav      |
| Link    |     |                |                    | _bkgd_rt.gif" |
|         |     |                |                    |               |
|         |     |                |                    | Submits       |
|         |     |                |                    | \[dowhat\] =  |
|         |     |                |                    | "display",    |
|         |     |                |                    | \[pageid\] =  |
|         |     |                |                    | "20"          |
|         |     |                |                    |               |
|         |     |                |                    | Link will be  |
|         |     |                |                    | disabled for  |
|         |     |                |                    | users with    |
|         |     |                |                    | read only     |
|         |     |                |                    | access        |
|         |     |                |                    | \[ACCES       |
|         |     |                |                    | SRIGHTS\]='R' |
+---------+-----+----------------+--------------------+---------------+
| Graphic | A-  | \<side         |                    |               |
|         | --1 | nav_active.gif |                    |               |
|         |     | or             |                    |               |
|         |     | sidenav_       |                    |               |
|         |     | inactive.gif\> |                    |               |
+---------+-----+----------------+--------------------+---------------+
| Hy      | A-  | \<sidenav      | User-Specified     | Background    |
| pertext | --1 | _bkgd_lf.gif\> | Fields             | image =       |
| Link    |     |                |                    | "sidenav      |
|         |     |                |                    | _bkgd_rt.gif" |
|         |     |                |                    |               |
|         |     |                |                    | Submits       |
|         |     |                |                    | \[dowhat\] =  |
|         |     |                |                    | "display",    |
|         |     |                |                    | \[pageid\] =  |
|         |     |                |                    | "90"          |
|         |     |                |                    |               |
|         |     |                |                    | Link will be  |
|         |     |                |                    | disabled for  |
|         |     |                |                    | users with    |
|         |     |                |                    | read only     |
|         |     |                |                    | access        |
|         |     |                |                    |               |
|         |     |                |                    | \[ACCES       |
|         |     |                |                    | SRIGHTS\]='R' |
+---------+-----+----------------+--------------------+---------------+
| Graphic | A-  | \<side         |                    |               |
|         | --1 | nav_active.gif |                    |               |
|         |     | or             |                    |               |
|         |     | sidenav_       |                    |               |
|         |     | inactive.gif\> |                    |               |
+---------+-----+----------------+--------------------+---------------+
| Hy      | A-  | \<sidenav      | Current Status     | Background    |
| pertext | --1 | _bkgd_lf.gif\> |                    | image =       |
| Link    |     |                |                    | "sidenav      |
|         |     |                |                    | _bkgd_rt.gif" |
|         |     |                |                    |               |
|         |     |                |                    | Submits       |
|         |     |                |                    | \[dowhat\] =  |
|         |     |                |                    | "display",    |
|         |     |                |                    | \[pageid\] =  |
|         |     |                |                    | "140"         |
+---------+-----+----------------+--------------------+---------------+
| Graphic | A-  | \<side         |                    |               |
|         | --1 | nav_active.gif |                    |               |
|         |     | or             |                    |               |
|         |     | sidenav_       |                    |               |
|         |     | inactive.gif\> |                    |               |
+---------+-----+----------------+--------------------+---------------+
| Hy      | A-  | \<sidenav      | Student Listing    | Background    |
| pertext | --2 | _bkgd_lf.gif\> |                    | image =       |
| Link    |     |                |                    | "sidenav      |
|         |     |                |                    | _bkgd_rt.gif" |
|         |     |                |                    |               |
|         |     |                |                    | Submits       |
|         |     |                |                    | \[dowhat\] =  |
|         |     |                |                    | "display",    |
|         |     |                |                    | \[pageid\] =  |
|         |     |                |                    | "150"         |
+---------+-----+----------------+--------------------+---------------+
| Graphic | A-  | \<side         |                    |               |
|         | --2 | nav_active.gif |                    |               |
|         |     | or             |                    |               |
|         |     | sidenav_       |                    |               |
|         |     | inactive.gif\> |                    |               |
+---------+-----+----------------+--------------------+---------------+
| Hy      | A-  | \<sidenav      | Export             | Background    |
| pertext | --2 | _bkgd_lf.gif\> |                    | image =       |
| Link    |     |                |                    | "sidenav      |
|         |     |                |                    | _bkgd_rt.gif" |
|         |     |                |                    |               |
|         |     |                |                    | Submits       |
|         |     |                |                    | \[dowhat\] =  |
|         |     |                |                    | "display",    |
|         |     |                |                    | \[pageid\] =  |
|         |     |                |                    | "200"         |
+---------+-----+----------------+--------------------+---------------+
| Graphic | A-  | \<side         |                    |               |
|         | --2 | nav_active.gif |                    |               |
|         |     | or             |                    |               |
|         |     | sidenav_       |                    |               |
|         |     | inactive.gif\> |                    |               |
+---------+-----+----------------+--------------------+---------------+
| Hy      | A-  | \<sidenav      | Data Validation    | Background    |
| pertext | --2 | _bkgd_lf.gif\> |                    | image =       |
| Link    |     |                |                    | "sidenav      |
|         |     |                |                    | _bkgd_rt.gif" |
|         |     |                |                    |               |
|         |     |                |                    | Submits       |
|         |     |                |                    | \[dowhat\] =  |
|         |     |                |                    | "display",    |
|         |     |                |                    | \[pageid\] =  |
|         |     |                |                    | "220"         |
|         |     |                |                    |               |
|         |     |                |                    | Link will be  |
|         |     |                |                    | disabled for  |
|         |     |                |                    | users with    |
|         |     |                |                    | read only     |
|         |     |                |                    | access        |
|         |     |                |                    |               |
|         |     |                |                    | \[ACCES       |
|         |     |                |                    | SRIGHTS\]='R' |
+---------+-----+----------------+--------------------+---------------+
| Graphic | A-  | \<side         |                    |               |
|         | --2 | nav_active.gif |                    |               |
|         |     | or             |                    |               |
|         |     | sidenav_       |                    |               |
|         |     | inactive.gif\> |                    |               |
+---------+-----+----------------+--------------------+---------------+
| Hy      | A-  | \<sidenav      | Analysis of Data   | Background    |
| pertext | --2 | _bkgd_lf.gif\> |                    | image =       |
| Link    |     |                |                    | "sidenav      |
|         |     |                |                    | _bkgd_rt.gif" |
|         |     |                |                    |               |
|         |     |                |                    | Submits       |
|         |     |                |                    | \[dowhat      |
|         |     |                |                    | \]="display", |
|         |     |                |                    | \[p           |
|         |     |                |                    | ageid\]="240" |
|         |     |                |                    |               |
|         |     |                |                    | Link will be  |
|         |     |                |                    | disabled for  |
|         |     |                |                    | users with    |
|         |     |                |                    | read only     |
|         |     |                |                    | access        |
|         |     |                |                    |               |
|         |     |                |                    | \[ACCES       |
|         |     |                |                    | SRIGHTS\]='R' |
+---------+-----+----------------+--------------------+---------------+
| Graphic | A-  | \<side         |                    |               |
|         | --2 | nav_active.gif |                    |               |
|         |     | or             |                    |               |
|         |     | sidenav_       |                    |               |
|         |     | inactive.gif\> |                    |               |
+---------+-----+----------------+--------------------+---------------+

TRACEABILITY TO 2004-2005 CRAD -- 30

### 3.2.9.7 Standard Page Footer

ACTION: NO CHANGE

WHAT: Standard Page Footer; position this footer at the bottom of all
pages unless otherwise indicated.

Include the following:

\- \<Need help with this page?\> Graphic/link; links to page-specific
Help topic

\- \<FSA SCHOOLS PORTAL\> Graphic/link; links to U.S. Department of
Education Schools Portal page \--
<http://fsa4schools.ed.gov/SCHOOLSWebApp/index.jsp>

\- If this link is selected, then display the following text in a
message dialog:

You are about to exit FAA Access Online. Are you sure you want to exit?

\- Include 'OK' and 'Cancel' buttons on this dialog box.

\- If 'OK' is selected, then log the user out and navigate the user to
the U.S. Department of Education Schools Portal page \--
<http://fsa4schools.ed.gov/SCHOOLSWebApp/index.jsp>

\- If 'Cancel' is selected, then return the user to the page they are
currently on.

\- \<RETURN TO FAA MENU\> Graphic/link; takes user to FAA Main Menu page

\- If this link is selected, then display the following text in a
message dialog:

You are about to return to the FAA Menu. Are you sure you want to
return?

\- Include 'OK' and 'Cancel' buttons on this dialog box.

\- If 'OK' is selected, then navigate the user to the FAA Main Menu
page.

\- If 'Cancel' is selected, then return the user to the page they are
currently on.

\- \<EXIT\> Graphic/link; takes user to FAA Welcome page

\- If this link is selected, then display the following text in a
message dialog:

You are about to exit FAA Access to CPS Online. Are you sure you want to
exit?

\- Include 'OK' and 'Cancel' buttons on this dialog box.

\- If 'OK' is selected, then log the user out and navigate the user to
the FAA Welcome page.

\- If 'Cancel' is selected, then return the user to the page they are
currently on.

Use the following graphic as a guide:

![](media/image2.png){width="5.707638888888889in"
height="0.7916666666666666in"}

See the "Page Footer" section of the FAA Common FS for details.

TRACEABILITY TO 2004-2005 CRAD -- 30

### 3.2.9.8 Home/Welcome Page

ACTION: [UPDATE]{.mark}

WHAT: "Home/Welcome" page; this page contains general Quality Assurance
(QA) Program information as well as several Help-related links.

ACCESSED FROM: FAA Access to CPS Online
(<http://www.fafsa.ed.gov/FOTWWebApp/faa/faa.jsp>); "ISIR Analysis Tool"
link on "Welcome to the FAA Main Menu" page.

WEB BROWSER TITLE: Welcome to ISIR Analysis Tool -- FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7)

"Welcome to ISIR Analysis Tool" page (ia_home.jsp -- Secure)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<bold\> Welcome to ISIR       |               |      |
|        | D-1 | Analysis Tool\</bold\>         |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | This application is designed   |               |      |
|        | D-2 | for any school that wants to   |               |      |
|        |     | review and analyze its ISIR    |               |      |
|        |     | data and better understand     |               |      |
|        |     | certain characteristics about  |               |      |
|        |     | its Title IV applicant         |               |      |
|        |     | population and verification    |               |      |
|        |     | \-- either Federally selected  |               |      |
|        |     | or defined by the institution. |               |      |
|        |     |                                |               |      |
|        |     | Using the ISIR Analysis Tool   |               |      |
|        |     | does not necessarily mean,     |               |      |
|        |     | however, that your school is   |               |      |
|        |     | in the Quality Assurance (QA)  |               |      |
|        |     | Program or exempt from federal |               |      |
|        |     | verification requirements. To  |               |      |
|        |     | have these benefits you must   |               |      |
|        |     | have a signed QA Amendment to  |               |      |
|        |     | your Title IV Program          |               |      |
|        |     | Participation Agreement (PPA). |               |      |
|        |     |                                |               |      |
|        |     | Use the links on the left      |               |      |
|        |     | Navigation Bar to request ISIR |               |      |
|        |     | transactions and perform other |               |      |
|        |     | functions. The links below     |               |      |
|        |     | explain the ISIR Analysis Tool |               |      |
|        |     | functionality.                 |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \<white\>\<link\>Before You    | \<link\>      |      |
| (Black |     | Start\</link\>\</white\>       | links to a    |      |
| backg  |     |                                | help topic    |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-4 | Overview                       | \<link1\>,    |      |
|        |     |                                | \<link2\>,    |      |
|        |     | -   \<link1\>[What is ISIR     | \<link3\> &   |      |
|        |     |     Analysis Tool?]()          | \<link4\>     |      |
|        |     |     \</link1\>                 | link to a     |      |
|        |     |                                | help topic    |      |
|        |     | -   \<link2\>[What's New for   |               |      |
|        |     |     2006-2007 in the ISIR      |               |      |
|        |     |     Analysis                   |               |      |
|        |     |     Tool?]()\</link2\>         |               |      |
|        |     |                                |               |      |
|        |     | Add user defined fields:       |               |      |
|        |     |                                |               |      |
|        |     | -   \<link3\>School            |               |      |
|        |     |     Verification               |               |      |
|        |     |     Flag\</link3\>             |               |      |
|        |     |                                |               |      |
|        |     | -   \<link4\>[Other]() Fields  |               |      |
|        |     |     \</link4\>                 |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-3 | \<white\>\<link\>Using ISIR    | \<link\>      |      |
| (Black |     | Analysis                       | links to a    |      |
| backg  |     | Tool\</link\>\</white\>        | help topic    |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-4 | Status:                        | \<link1\>     |      |
|        |     |                                | through       |      |
|        |     | -   \<link1\>[Current]()       | \<link8\>     |      |
|        |     |     Status \</link1\>          | links to a    |      |
|        |     |                                | help topic    |      |
|        |     | Data Request:                  |               |      |
|        |     |                                |               |      |
|        |     | -   \<link2\>[From]() SSN      |               |      |
|        |     |     Files\</link3\>            |               |      |
|        |     |                                |               |      |
|        |     | -   \<link3\>Using Random      |               |      |
|        |     |     Samples\</link4\>          |               |      |
|        |     |                                |               |      |
|        |     | -   \<link4\>Auto-Load Feature |               |      |
|        |     |     \</link5\>                 |               |      |
|        |     |                                |               |      |
|        |     | Student List:                  |               |      |
|        |     |                                |               |      |
|        |     | -   \<link5\>Deleting a        |               |      |
|        |     |     Record\</link6\>           |               |      |
|        |     |                                |               |      |
|        |     | -   \<link6\>Find an Existing  |               |      |
|        |     |     Student\</link7\>          |               |      |
|        |     |                                |               |      |
|        |     | -   \<link7\>Updating Record   |               |      |
|        |     |     Information\</link8\>      |               |      |
|        |     |                                |               |      |
|        |     | Data Validation:               |               |      |
|        |     |                                |               |      |
|        |     | -   \<link8\>How Records Are   |               |      |
|        |     |     Validated\</link9\>        |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 | \<white\>\<link\>Follow        | \<link\>      |      |
| (Black |     | Up\</link\>\</white\>          | links to a    |      |
| backg  |     |                                | help topic    |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 | Export:                        | \<link1\>,    |      |
|        |     |                                | \<link2\>     |      |
|        |     | -   \<link1\>[How]() Records   | links to a    |      |
|        |     |     Are Exported\</link1\>     | help topic    |      |
|        |     |                                |               |      |
|        |     | Report/Analysis                |               |      |
|        |     |                                |               |      |
|        |     | -   \<link2\>[Specific]()      |               |      |
|        |     |     Types of Reports\</link2\> |               |      |
+--------+-----+--------------------------------+---------------+------+

TRACEABILITY TO 2004-2005 CRAD -- 1, 30

TRACEABILITY TO 2005-2006 CRAD -- Home Page 01

TRACEABILITY TO 2006-2007 CRAD -- Home Page 02

### 3.2.9.9 "Data Request" Page

ACTION: NO CHANGE

WHAT: "Data Request" page; this page allows the user to specify the type
of data being requested.

ACCESSED FROM: Left Nav Bar, \"Data Request\" option

WEB BROWSER TITLE: Data Request - FAA Access to CPS Online - U.S.
Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Next\> Command Button; takes the user to the Data Request Type page
selected.

\- If the "ISIR Data" Data Request Type is selected, then navigate the
user to the "Data Request: ISIR Data" page.

\- If the "User-Defined Data" Data Request Type is selected, then
navigate the user to the "Data Request: User-Defined Data" page.

"Data Request" page (ia_data_request.jsp -- Secure)

(FAA template #2)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | Data Request                   |               |      |
| Text   | --1 |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BCD | \<white\>Data                  |               |      |
| (black | --1 | Request\</white\>              |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B   | What type of data are you      |               |      |
|        | --  | requesting?                    |               |      |
|        | 2   |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Dr     | C   |                                | 1 = ISIR Data |      |
| opdown | --  |                                |               |      |
|        | 2   |                                | 2 =           |      |
|        |     |                                | User--Defined |      |
|        |     |                                | Data          |      |
|        |     |                                |               |      |
|        |     |                                | IsNotBlank()  |      |
|        |     |                                |               |      |
|        |     |                                | \             |      |
|        |     |                                | [szDataType\] |      |
+--------+-----+--------------------------------+---------------+------+
| C      | s   | Next (btn_next.gif)            | \[dowhat\] =  |      |
| ommand | ubf |                                | "next" and    |      |
| Button | oot |                                | submit        |      |
+--------+-----+--------------------------------+---------------+------+

TRACEABILITY TO 2004-2005 CRAD -- 23

### 3.2.9.10 "Data Request: ISIR Data" Page

ACTION: NO CHANGE

WHAT: "Data Request: ISIR Data" page; this page allows the user to
specify an option that will be used to determine how data requested from
the ISIR DataMart, and subsequently stored in the IA Tool database, is
processed.

ACCESSED FROM: \"Data Request\" page

WEB BROWSER TITLE: Data Request: ISIR Data - FAA Access to CPS Online -
U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Data Request"
page

\- \<Next\> Command Button; takes the user to the ISIR Data Request
option selected.

2.3.6.3 "Data Request: ISIR Data" page (ia_data_request_isir.jsp --
Secure)

(FAA template #2)

+---+-------+----+-------------------------------+---------------+------+---+
|   | Co    | Fo | Text or Description           | Field Content | F    |   |
|   | ntrol | rm |                               |               | ield |   |
|   | Type  | at |                               |               | Le   |   |
|   |       |    |                               |               | ngth |   |
+---+-------+----+-------------------------------+---------------+------+---+
|   | H2    | B  | Data Request: ISIR Data       |               |      |   |
|   | Text  | CD |                               |               |      |   |
|   |       | -- |                               |               |      |   |
|   |       | 12 |                               |               |      |   |
+---+-------+----+-------------------------------+---------------+------+---+
|   | Text  | BC | You can request ISIR data     | \<link\>sets  |      |   |
|   |       | D- | using 5 different options:    | dowhat='next' |      |   |
|   |       | 12 |                               | and submit.   |      |   |
|   |       |    | -   \<B                       |               |      |   |
|   |       |    | old\>Build/Rebuild\</Bold\> - |               |      |   |
|   |       |    |     Used on first creation of |               |      |   |
|   |       |    |     data or overlays existing |               |      |   |
|   |       |    |     records, clearing and     |               |      |   |
|   |       |    |     reloading all records.    |               |      |   |
|   |       |    |                               |               |      |   |
|   |       |    | -   \<Bold\>Append\</Bold\> - |               |      |   |
|   |       |    |     Adds to the existing      |               |      |   |
|   |       |    |     records stored currently  |               |      |   |
|   |       |    |     in the ISIR Analysis Tool |               |      |   |
|   |       |    |     database.                 |               |      |   |
|   |       |    |                               |               |      |   |
|   |       |    | -   \<Bold\>Clear\</Bold\> -  |               |      |   |
|   |       |    |     Removes all existing      |               |      |   |
|   |       |    |     records currently in the  |               |      |   |
|   |       |    |     ISIR Analysis Tool        |               |      |   |
|   |       |    |     database.                 |               |      |   |
|   |       |    |                               |               |      |   |
|   |       |    | -   \<Bold\>Auto-Load         |               |      |   |
|   |       |    |     Initial\</Bold\> - This   |               |      |   |
|   |       |    |     will add the initial      |               |      |   |
|   |       |    |     transactions to all       |               |      |   |
|   |       |    |     records in the ISIR       |               |      |   |
|   |       |    |     Analysis Tool database    |               |      |   |
|   |       |    |     that have a paid on       |               |      |   |
|   |       |    |     transaction but do not    |               |      |   |
|   |       |    |     have an initial           |               |      |   |
|   |       |    |     transaction.              |               |      |   |
|   |       |    |                               |               |      |   |
|   |       |    | -   \<Bold\>Auto-Load Paid    |               |      |   |
|   |       |    |     On\</Bold\> -- This will  |               |      |   |
|   |       |    |     add the paid on           |               |      |   |
|   |       |    |     transactions to all       |               |      |   |
|   |       |    |     records in the ISIR       |               |      |   |
|   |       |    |     Analysis Tool database    |               |      |   |
|   |       |    |     that have an initial      |               |      |   |
|   |       |    |     transaction but do not    |               |      |   |
|   |       |    |     have a paid on            |               |      |   |
|   |       |    |     transaction.              |               |      |   |
|   |       |    |                               |               |      |   |
|   |       |    | Select how you would like to  |               |      |   |
|   |       |    | request the data and then     |               |      |   |
|   |       |    | press the                     |               |      |   |
|   |       |    | \<link\>Next\</link\> button. |               |      |   |
+---+-------+----+-------------------------------+---------------+------+---+
|   | Text  | BC | \<white\>ISIR                 |               |      |   |
|   | (     | -3 | Records\</white\>             |               |      |   |
|   | black |    |                               |               |      |   |
|   | b     |    |                               |               |      |   |
|   | ackgr |    |                               |               |      |   |
|   | ound) |    |                               |               |      |   |
+---+-------+----+-------------------------------+---------------+------+---+
|   | Text  | B  | \<Bold\>Which option would    |               |      |   |
|   |       | -3 | you like to select?\</Bold\>  |               |      |   |
+---+-------+----+-------------------------------+---------------+------+---+
|   | Dro   | C  |                               | 1=            |      |   |
|   | pdown | -3 |                               | Build/Rebuild |      |   |
|   |       |    |                               |               |      |   |
|   |       |    |                               | 2=Append      |      |   |
|   |       |    |                               |               |      |   |
|   |       |    |                               | 3=Clear       |      |   |
|   |       |    |                               |               |      |   |
|   |       |    |                               | 4=Auto-Load   |      |   |
|   |       |    |                               | Initial       |      |   |
|   |       |    |                               |               |      |   |
|   |       |    |                               | 5=Auto-Load   |      |   |
|   |       |    |                               | Paid On       |      |   |
|   |       |    |                               |               |      |   |
|   |       |    |                               | IsNotBlank()  |      |   |
|   |       |    |                               |               |      |   |
|   |       |    |                               | \[szD         |      |   |
|   |       |    |                               | ataFunction\] |      |   |
|   |       |    |                               |               |      |   |
|   |       |    |                               | If            |      |   |
|   |       |    |                               | \[szD         |      |   |
|   |       |    |                               | ataFunction\] |      |   |
|   |       |    |                               | = 1, then     |      |   |
|   |       |    |                               | display the   |      |   |
|   |       |    |                               | confirmation  |      |   |
|   |       |    |                               | message       |      |   |
|   |       |    |                               | "             |      |   |
|   |       |    |                               | Build/Rebuild |      |   |
|   |       |    |                               | will replace  |      |   |
|   |       |    |                               | all student   |      |   |
|   |       |    |                               | records with  |      |   |
|   |       |    |                               | the records   |      |   |
|   |       |    |                               | requested.    |      |   |
|   |       |    |                               | Are you sure  |      |   |
|   |       |    |                               | you want to   |      |   |
|   |       |    |                               | bu            |      |   |
|   |       |    |                               | ild/rebuild?" |      |   |
|   |       |    |                               | If they       |      |   |
|   |       |    |                               | choose        |      |   |
|   |       |    |                               | Cancel, do    |      |   |
|   |       |    |                               | not continue  |      |   |
|   |       |    |                               | on.           |      |   |
|   |       |    |                               |               |      |   |
|   |       |    |                               | If            |      |   |
|   |       |    |                               | \[szD         |      |   |
|   |       |    |                               | ataFunction\] |      |   |
|   |       |    |                               | = 3, then     |      |   |
|   |       |    |                               | display the   |      |   |
|   |       |    |                               | confirmation  |      |   |
|   |       |    |                               | message "Do   |      |   |
|   |       |    |                               | you really    |      |   |
|   |       |    |                               | want to clear |      |   |
|   |       |    |                               | all records?" |      |   |
|   |       |    |                               | If they       |      |   |
|   |       |    |                               | choose        |      |   |
|   |       |    |                               | Cancel, do    |      |   |
|   |       |    |                               | not continue  |      |   |
|   |       |    |                               | on.           |      |   |
+---+-------+----+-------------------------------+---------------+------+---+
|   | Co    | s  | Previous (btn_prev.gif)       | \[dowhat\] =  |      |   |
|   | mmand | ub |                               | "previous"    |      |   |
|   | B     | fo |                               | and submit    |      |   |
|   | utton | ot |                               |               |      |   |
+---+-------+----+-------------------------------+---------------+------+---+
|   | Co    | s  | Next (btn_next.gif)           | \[dowhat\] =  |      |   |
|   | mmand | ub |                               | "next" and    |      |   |
|   | B     | fo |                               | submit        |      |   |
|   | utton | ot |                               |               |      |   |
+---+-------+----+-------------------------------+---------------+------+---+
|   |       |    |                               |               |      |   |
+---+-------+----+-------------------------------+---------------+------+---+

Notes:

1\. If the "Build/Rebuild" Data Request Type is selected, then display
the following text in a message dialog:

Build/Rebuild will replace all student records with the records
requested. Are you sure you want to build/rebuild?

\- Include 'OK' and 'Cancel' buttons on this dialog box.

\- If 'OK' is selected, then take the user to the "Data Request: ISIR
Data Load" page.

\- If 'Cancel' is selected, then return the user to the "Data Request:
ISIR Data" page (i.e., the page they are currently on).

2\. If the "Append" Data Request Type is selected, then take the user to
the "Data Request: ISIR Data Load" page.

3\. If the "Clear" Data Request Type is selected, then display the
following text in a message dialog:

Do you really want to clear all records?

\- Include 'OK' and 'Cancel' buttons on this dialog box.

\- If 'OK' is selected, then delete all student records from the user's
IA Tool database, and then return the user to the "Data Request: ISIR
Data" page (i.e., the page they are currently on).

\- If 'Cancel' is selected, then return the user to the "Data Request:
ISIR Data" page (i.e., the page they are currently on).

4\. If the "Auto-Load Initial" Data Request Type is selected, then take
the user to the "Data Request: Auto-Load Initial" page.

5\. If the "Auto-Load Paid On" Data Request Type is selected, then:

-   Extract the Paid On ISIR transactions (i.e., the highest valid,
    non-rejected transaction) from the ISIR DataMart for which Initial
    ISIR transactions currently exist in the user's IA Tool database
    (i.e., Initial transactions that have been previously extracted from
    the ISIR DataMart and stored in the user's IA Tool database),

-   Do not extract records for which the Paid On ISIR transaction number
    is less than the existing Initial ISIR transaction number,

-   Store the Paid On ISIR transactions, with their previously stored
    Initial ISIR transactions, in the user's IA Tool database, and

-   Take the user to a "Confirmation" page (see 3.2.9.28 and 3.2.9.28.2)
    when the process is complete. Include the number of records
    successfully added on the Confirmation page.

    -   If there are no Paid On ISIR transactions that correspond to the
        Initial ISIR transactions that currently exist in the user's IA
        Tool database, then display the following text on the
        Confirmation page: No corresponding records to auto-load.

TRACEABILITY TO 2004-2005 CRAD -- 14, 17, 34

### 3.2.9.11 "Data Request: ISIR Data Load" Page

ACTION: NO CHANGE

WHAT: "Data Request: ISIR Data Load" page; this page allows the user to
specify the source of their request for ISIR data. When requesting ISIR
transactions, the user can supply an SSN List of transactions, or a
random sample of transactions can be requested.

ACCESSED FROM: \"Data Request: ISIR Data\" page

WEB BROWSER TITLE: Data Request: ISIR Data Load - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Data Request:
ISIR Data" page

\- \<Next\> Command Button; takes the user to the source option
selected.

"Data Request: ISIR Data Load" page (ia_data_request_file_type.jsp --
Secure)

(FAA template #2)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | Data Request: ISIR Data Load   |               |      |
| Text   | --1 |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | You can only have a total of   |               |      |
|        | D-1 | \<Bold\>1500\</Bold\> records  |               |      |
|        |     | stored in ISIR Analysis at any |               |      |
|        |     | one time.                      |               |      |
|        |     |                                |               |      |
|        |     | You can request                |               |      |
|        |     |                                |               |      |
|        |     | -   \<Bold\>File - With        |               |      |
|        |     |     Transactions\</Bold\> --   |               |      |
|        |     |     The imported flat file     |               |      |
|        |     |     specifies the transactions |               |      |
|        |     |     to be loaded for each      |               |      |
|        |     |     student                    |               |      |
|        |     |                                |               |      |
|        |     | -   \<Bold\> File - Without    |               |      |
|        |     |     Transactions\</Bold\> -    |               |      |
|        |     |     The imported flat file     |               |      |
|        |     |     does not specify the       |               |      |
|        |     |     transactions to be loaded  |               |      |
|        |     |     and the transactions will  |               |      |
|        |     |     be selected based on the   |               |      |
|        |     |     existing definitions.      |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-2 | \<white\>ISIR                  |               |      |
| (black |     | Records\</white\>              |               |      |
| back   |     |                                |               |      |
| ground |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \<Bold\>From which source will |               |      |
|        |     | you load records?              |               |      |
|        |     |                                |               |      |
|        |     | \</Bold\>                      |               |      |
+--------+-----+--------------------------------+---------------+------+
| Dr     | C-3 |                                | 1=File - With |      |
| opdown |     |                                | Transactions  |      |
|        |     |                                |               |      |
|        |     |                                | 2=File -      |      |
|        |     |                                | Without       |      |
|        |     |                                | Transactions  |      |
|        |     |                                |               |      |
|        |     |                                | IsNotBlank()  |      |
|        |     |                                |               |      |
|        |     |                                | \             |      |
|        |     |                                | [szFileType\] |      |
+--------+-----+--------------------------------+---------------+------+
| C      | s   | Previous (btn_prev.gif)        | \[dowhat\] =  |      |
| ommand | ubf |                                | "previous"    |      |
| Button | oot |                                | and submit    |      |
+--------+-----+--------------------------------+---------------+------+
| C      | s   | Next (btn_next.gif)            | \[dowhat\] =  |      |
| ommand | ubf |                                | "next" and    |      |
| Button | oot |                                | submit        |      |
+--------+-----+--------------------------------+---------------+------+

Notes:

-   If the "File -- With Transactions" source option is selected, then
    take the user to the "Data Request: ISIR Data from File -- With
    Transactions" page.

-   If the "File -- Without Transactions" source option is selected,
    then take the user to the "Data Request: ISIR Data from File --
    Without Transactions" page.

TRACEABILITY TO 2004-2005 CRAD -- 14

### 3.2.9.12 "Data Request: ISIR Data from File -- With Transactions" Page

ACTION: NO CHANGE

WHAT: "Data Request: ISIR Data from File -- With Transactions" page;
this page allows the user to supply an SSN List of records, for which
the transactions numbers are included, to be requested for extraction
from the ISIR DataMart. All the records in the file can be requested or
a random sample of records in the file can be requested.

ACCESSED FROM: \"Data Request: ISIR Data Load\" page

WEB BROWSER TITLE: Data Request: ISIR Data from File -- With
Transactions - FAA Access to CPS Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Data Request:
ISIR Data Load" page

\- \<Next\> Command Button:

\- Check each field on the page for valid field content

\- If the page does not pass field validation, then take the user to the
first field not passing field validation.

\- If the page passes validation, then take the user to the "Data
Request: ISIR Data Upload -- With Transactions" page.

"Data Request: ISIR Data from File" page (ia_isirdata_file.jsp --
Secure)

This file should have 2 forms; one will submit the MultiPart Request for
the file upload, the other will be used to handle any other post
activity. This page is created dynamically for both the "Date Request:
ISIR Data from File -- With Transactions" page and the "Data Request:
ISIR Data from File -- Without Transactions" page. See section
3.2.9.12.2 for specifications of the "Data Request: ISIR Data from File
-- Without Transactions" page.

(FAA template #3)

+-------+-----+-------------------------------+---------------+------+
| Co    | For | Text or Description           | Field Content | F    |
| ntrol | mat |                               |               | ield |
| Type  |     |                               |               | Le   |
|       |     |                               |               | ngth |
+-------+-----+-------------------------------+---------------+------+
| H2    | BCD | Data Request: ISIR Data From  | \<            |      |
| Text  | --1 | File - \<\*With               | \*\>Displayed |      |
|       |     | Transactions\> \<\*\*Without  | if            |      |
|       |     | Transactions\>                | \             |      |
|       |     |                               | [szFileType\] |      |
|       |     |                               | = 1           |      |
|       |     |                               |               |      |
|       |     |                               | \<\*          |      |
|       |     |                               | \*\>Displayed |      |
|       |     |                               | if            |      |
|       |     |                               | \[s           |      |
|       |     |                               | zFileType\]=2 |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | BC  | You can only have a total of  |               |      |
|       | D-1 | \<Bold\>1500\</Bold\> records |               |      |
|       |     | stored in the ISIR Analysis   |               |      |
|       |     | database at any one time.     |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B-2 | \<white\>ISIR Records From    | \<            |      |
| (     |     | File - \<\*With               | \*\>Displayed |      |
| black |     | Transactions\> \<\*\*Without  | if            |      |
| b     |     | Transactions\>\</white\>      | \             |      |
| ackgr |     |                               | [szFileType\] |      |
| ound) |     |                               | = 1           |      |
|       |     |                               |               |      |
|       |     |                               | \<\*          |      |
|       |     |                               | \*\>Displayed |      |
|       |     |                               | if            |      |
|       |     |                               | \[s           |      |
|       |     |                               | zFileType\]=2 |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B-2 | \<Bold\>Would you like to use |               |      |
|       |     | a random sample of            |               |      |
|       |     | records?\</Bold\>             |               |      |
+-------+-----+-------------------------------+---------------+------+
| Dro   | C-2 |                               | 1=Yes         |      |
| pdown |     |                               |               |      |
|       |     |                               | 2-No          |      |
|       |     |                               |               |      |
|       |     |                               | IsNotBlank()  |      |
|       |     |                               |               |      |
|       |     |                               | \[szRandom\]  |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B-2 | If Yes, how many records?     |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | C-2 |                               | \[szR         | 3    |
| Field |     |                               | andomNumber\] |      |
|       |     |                               |               |      |
|       |     |                               | If            |      |
|       |     |                               | \             |      |
|       |     |                               | [szRandom\]=1 |      |
|       |     |                               | then run the  |      |
|       |     |                               | following     |      |
|       |     |                               | edits:        |      |
|       |     |                               |               |      |
|       |     |                               | IsNotBlank()  |      |
|       |     |                               |               |      |
|       |     |                               | IsNum()       |      |
+-------+-----+-------------------------------+---------------+------+
| B     |     |                               |               |      |
| EGIN: |     |                               |               |      |
| Only  |     |                               |               |      |
| disp  |     |                               |               |      |
| layed |     |                               |               |      |
| if    |     |                               |               |      |
| \     |     |                               |               |      |
| [szFi |     |                               |               |      |
| leTyp |     |                               |               |      |
| e\]=2 |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Line  | BC  |                               |               |      |
| Sepa  | D-2 |                               |               |      |
| rator |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B-3 | What type of transactions are |               |      |
|       |     | you requesting?               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Dro   | C-3 |                               | 1-Initial     |      |
| pdown |     |                               |               |      |
|       |     |                               | 2-Paid On     |      |
|       |     |                               |               |      |
|       |     |                               | 3-Both        |      |
|       |     |                               | Initial and   |      |
|       |     |                               | Paid On       |      |
|       |     |                               |               |      |
|       |     |                               | IsNotBlank()  |      |
|       |     |                               |               |      |
|       |     |                               | \[szRan       |      |
|       |     |                               | domTranType\] |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B-3 | \<Bold\> If you are           |               |      |
|       |     | requesting Initial            |               |      |
|       |     | transactions, what is the     |               |      |
|       |     | processed date you would like |               |      |
|       |     | to use for selecting Initial  |               |      |
|       |     | transactions?\</Bold\>        |               |      |
|       |     |                               |               |      |
|       |     | Please enter this date in     |               |      |
|       |     | \"mmddyyyy\" format. For      |               |      |
|       |     | example, 08171975 for August  |               |      |
|       |     | 17, 1975.                     |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | C-3 |                               | IsNotBlank()  | 8    |
| Field |     |                               |               |      |
|       |     |                               | \[sz          |      |
|       |     |                               | ProcessDate\] |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B-4 | \<Bold\> If you are           |               |      |
|       |     | requesting Initial            |               |      |
|       |     | transactions based on a       |               |      |
|       |     | processed date, would you     |               |      |
|       |     | like the Lowest or Highest    |               |      |
|       |     | transaction?\</Bold\>         |               |      |
+-------+-----+-------------------------------+---------------+------+
| Dro   | C-4 |                               | 1- Lowest     | 1    |
| pdown |     |                               |               |      |
|       |     |                               | 2- Highest    |      |
|       |     |                               |               |      |
|       |     |                               | IsNotBlank()  |      |
|       |     |                               |               |      |
|       |     |                               | \[szP         |      |
|       |     |                               | rocessTrans\] |      |
+-------+-----+-------------------------------+---------------+------+
| END:  |     |                               |               |      |
| Only  |     |                               |               |      |
| disp  |     |                               |               |      |
| layed |     |                               |               |      |
| if    |     |                               |               |      |
| \     |     |                               |               |      |
| [szFi |     |                               |               |      |
| leTyp |     |                               |               |      |
| e\]=2 |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Line  | BC  |                               |               |      |
| Sepa  | D-3 |                               |               |      |
| rator |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Co    | sub | Previous (btn_prev.gif)       | \[dowhat\] =  |      |
| mmand | foo |                               | "prev" and    |      |
| B     | ter |                               | submit.       |      |
| utton |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Co    | s   | Next (btn_next.gif)           | \[dowhat\] =  |      |
| mmand | ubf |                               | "next" and    |      |
| B     | oot |                               | submit        |      |
| utton |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+

Notes:

-   The valid content of \[szRandomNumber\] = 1 -- 1500; Default =
    Blank.

TRACEABILITY TO 2004-2005 CRAD -- 2, 5, 6, 8, 12, 13, 14, 15, 16, 16b,
17, 33

### 3.2.9.12.0 "Data Request: ISIR Data Upload -- With Transactions" Page

ACTION: NO CHANGE

WHAT: "Data Request: ISIR Data Upload -- With Transactions" page; this
page allows the user to specify the location of a file that can be used
to request ISIR transactions from the ISIR DataMart (also see 3.2.9.12).

ACCESSED FROM: "Data Request: ISIR Data from File -- With Transactions"
page; \<Next\> Command Button

WEB BROWSER TITLE: Data Request: ISIR Data Upload -- With Transactions -
FAA Access to CPS Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Data Request:
ISIR Data from File -- With Transactions" page.

\- \<Upload File\> Command Button; disabled for users with read-only PM
access.

\- Check each field on the page for valid field content.

\- If the page does not pass field validation, then take the user to the
first field not passing field validation.

\- If the page passes field validation, then extract the transaction(s)
((Initial) or (Paid On) or (Initial and Paid On)) identified in the SSN
File from the ISIR DataMart and store them in the user's IA Tool
database as follows:

\- Use the first record in the SSN file to determine whether Initial,
Paid On, or Initial and Paid On transactions are being requested by the
school.

Example: School requests Initial transactions only.

> \- If the Initial transaction for the first record contains a value,
> only records whose Initial transaction contains a value shall be
> extracted. If a Paid On transaction value is given for any record, the
> entire SSN file shall be rejected.
>
> The SSN file format, file consistency, record layout and field content
> shall be checked. If any of these checks fail, then the entire SSN
> file is rejected, and the user shall be prompted to make the necessary
> corrections and load the file again.

\- See 3.2.9.12.1 for SSN File record layout details.

\- Only extract a transaction if:

1\. The transaction is non-rejected (i.e., has a valid EFC), and

2\. The requesting school must be one of the schools listed on the
transaction.

\- See Appendix 1 (UPDATED) for record layout details on which ISIR
fields need to be extracted.

-   If the "Build/Rebuild" option has been selected on the "Data
    Request: ISIR Data" page, then:

\- Delete all student records from the user's IA Tool database

1.  If the user specifies the number of records for a random sample,
    then randomly select that number of records from the SSN File for
    extraction from the ISIR DataMart and subsequent storage in the IA
    Tool database.

> \- If more than 10,000 errors are encountered prior to successfully
> locating the specified random sample number of records, then stop the
> extract process and reject the entire SSN File and notify the user the
> maximum number of errors was encountered.

2.  If the user does not specify the number of records for a random
    sample, then:

    a.  If the SSN File contains 1500 records or less than 1500 records,
        then select all the records in the SSN File for extraction from
        the ISIR DataMart and subsequent storage in the IA Tool
        database.

    b.  If the SSN File contains more than 1500 records, then select the
        first 1500 of those records in the SSN File for extraction from
        the ISIR DataMart and subsequent storage in the IA Tool
        database.

-   Append:

\- If 1500 records already exist in the IA Tool database, then do not
allow the Append to occur.

-   If the user specifies the number of records for a random sample,
    then randomly select that number of records from the SSN File for
    extraction from the ISIR DataMart and subsequent storage in the IA
    Tool database. Extract the records, in the order they appear in the
    SSN file, up to the maximum allowable number of records (1500) in
    the IA Tool database.

> \- If more than 10,000 errors are encountered prior to successfully
> locating the specified random sample number of records, then stop the
> extract process and reject the entire SSN File and notify the user the
> maximum number of errors was encountered.

-   If the user does not specify the number of records for a random
    sample, then:

    a.  If the SSN File contains 1500 records or less than 1500 records,
        then select all the records in the SSN File for extraction from
        the ISIR DataMart and subsequent storage in the IA Tool
        database. Extract the records, in the order they appear in the
        SSN file, up to the maximum allowable number of records (1500)
        in the IA Tool database.

    b.  If the SSN File contains more than 1500 records, then select the
        first 1500 of those records in the SSN File for extraction from
        the ISIR DataMart and subsequent storage in the IA Tool
        database. Extract the records, in the order they appear in the
        SSN file, up to the maximum allowable number of records (1500)
        in the IA Tool database.

\- Display a "Confirmation" page (see 3.2.9.28 and 3.2.9.28.2) upon
completion of the extract process. Include the number of records
successfully built/rebuilt or appended on the Confirmation page.

For detailed design of the page, see 3.2.9.13 (ia_userdata_load.jsp).

TRACEABILITY TO 2004-2005 CRAD -- 2, 23

TRACEABILITY TO 2005-2006 CRAD -- UPLOAD 01a, UPLOAD 01b

### 3.2.9.12.1 ISIR Data from File Record Layout

ACTION: NO CHANGE

WHAT: Record layout that allows the user to request ISIR data for the
records included in a pre-determined layout.

Each student record in the SSN file is composed of the following
elements:

\- Original Student SSN (REQUIRED)

\- First two characters of Original Student Last Name (REQUIRED)

\- Initial ISIR Transaction Number for the student (optional)

\- Paid On ISIR Transaction Number for the student (optional)

\- School Verification Flag (optional)

SSN FILE RECORD LAYOUT:

+----+----+---+------+-----------------------+-----------------------+
| *  | *  | * | **F  | **ISIR Field**        | **Valid field         |
| *F | *S | * | ield |                       | content**             |
| ie | ta | e | Leng |                       |                       |
| ld | rt | n | th** |                       |                       |
| N  | ** | d |      |                       |                       |
| o. |    | * |      |                       |                       |
| ** | ** | * |      |                       |                       |
|    | po |   |      |                       |                       |
|    | s. | * |      |                       |                       |
|    | ** | * |      |                       |                       |
|    |    | p |      |                       |                       |
|    |    | o |      |                       |                       |
|    |    | s |      |                       |                       |
|    |    | . |      |                       |                       |
|    |    | * |      |                       |                       |
|    |    | * |      |                       |                       |
+----+----+---+------+-----------------------+-----------------------+
| 1. | 1  | 9 | 9    | Original Social       | First three           |
|    |    |   |      | Security Number       | characters: 001 --    |
|    |    |   |      |                       | 999                   |
|    |    |   |      | The student\'s        |                       |
|    |    |   |      | original SSN as       | Next two characters:  |
|    |    |   |      | initially processed   | 01 -- 99              |
|    |    |   |      | by the CPS.           |                       |
|    |    |   |      |                       | Last four characters: |
|    |    |   |      |                       | 0001 -- 9999          |
|    |    |   |      |                       |                       |
|    |    |   |      |                       | Cannot be blank       |
+----+----+---+------+-----------------------+-----------------------+
| 2. | 10 | 1 | 2    | Original Name ID      | 0-9,                  |
|    |    | 1 |      |                       |                       |
|    |    |   |      | The first two         | A-Z,                  |
|    |    |   |      | characters of last    |                       |
|    |    |   |      | name as processed     | .(period),            |
|    |    |   |      | initially by the CPS. |                       |
|    |    |   |      |                       | \'(apostrophe),       |
|    |    |   |      |                       |                       |
|    |    |   |      |                       | -(dash)               |
|    |    |   |      |                       |                       |
|    |    |   |      |                       | If non-blank, first   |
|    |    |   |      |                       | character must        |
|    |    |   |      |                       | contain a letter and  |
|    |    |   |      |                       | second character must |
|    |    |   |      |                       | be non-numeric.       |
|    |    |   |      |                       |                       |
|    |    |   |      |                       | Can be blank          |
+----+----+---+------+-----------------------+-----------------------+
| 3. | 12 | 1 | 2    | Initial Transaction   | 01-99                 |
|    |    | 3 |      | Number                |                       |
|    |    |   |      |                       | Cannot be greater     |
|    |    |   |      | The CPS transaction   | than the Paid On      |
|    |    |   |      | number of this ISIR   | Transaction Number    |
|    |    |   |      | identified as being   |                       |
|    |    |   |      | the Initial           | Can be blank          |
|    |    |   |      | Transaction Number.   |                       |
+----+----+---+------+-----------------------+-----------------------+
| 4. | 14 | 1 | 2    | Paid On Transaction   | 01-99                 |
|    |    | 5 |      | Number                |                       |
|    |    |   |      |                       | Cannot be less than   |
|    |    |   |      | The CPS transaction   | the Initial           |
|    |    |   |      | number of this ISIR   | Transaction Number    |
|    |    |   |      | identified as being   |                       |
|    |    |   |      | the Paid On           | Can be blank          |
|    |    |   |      | Transaction Number.   |                       |
+----+----+---+------+-----------------------+-----------------------+
| 5. | 16 | 1 | 1    | School Verification   | Y = Selected          |
|    |    | 6 |      | Flag                  |                       |
|    |    |   |      |                       | Can be blank (do not  |
|    |    |   |      |                       | update this field     |
|    |    |   |      |                       | when Blank)           |
+----+----+---+------+-----------------------+-----------------------+

-   If data is being requested for an SSN File -- With Transactions,
    then the Initial Transaction Number or the Paid On Transaction
    Number must have a valid value.

-   If data is being requested for an SSN File -- Without Transactions,
    then neither the Initial Transaction Number nor the Paid On
    Transaction Number can contain a valid value.

-   Do not require all 16 positions to be included for each record
    (Note: Original SSN is always required). For example:

    -   The "Paid On Transaction Number" field value and the "School
        Verification Flag" field value can be omitted from the end of
        each record.

    -   However, if the "Paid On Transaction Number" field value is
        omitted and "School Verification Flag" field value is included,
        the two blank positions for the "Paid On Transaction Number"
        field value must be included prior to the value for the "School
        Verification Flag" field.

TRACEABILITY TO 2004-2005 CRAD -- 7

TRACEABILITY TO 2005-2006 CRAD -- UPLOAD 02, UPLOAD 06

### 3.2.9.12.2 "Data Request: ISIR Data from File -- Without Transactions" Page

ACTION: NO CHANGE

WHAT: "Data Request: ISIR Data from File -- Without Transactions" page;
this page allows the user to supply an SSN List of records, for which
the transactions numbers are not included, to be requested for
extraction from the ISIR DataMart. All the records in the file can be
requested or a random sample of records in the file can be requested.

ACCESSED FROM: \"Data Request: ISIR Data Load\" page

WEB BROWSER TITLE: Data Request: ISIR Data from File -- Without
Transactions - FAA Access to CPS Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Data Request:
ISIR Data Load" page

\- \<Next\> Command Button.

\- Check each field on the page for valid field content

\- If the page does not pass field validation, then take the user to the
first field not passing field validation.

\- If the page passes validation, then take the user to the "Data
Request: ISIR Data Upload -- Without Transactions" page.

INPUT CONTROL AND EDITING:

+----------------+-----------------------------------------------------+
| Text or        | Action/Field Content                                |
| Description    |                                                     |
+----------------+-----------------------------------------------------+
| \<Would you    | Dropdown Box, Valid field content:                  |
| like to use a  |                                                     |
| random sample  | 1\. Select                                          |
| of records?\>  |                                                     |
|                | 2\. Yes                                             |
|                |                                                     |
|                | 3\. No                                              |
|                |                                                     |
|                | -   Default = Select                                |
|                |                                                     |
|                | -   Require the user to select an option other than |
|                |     option 1.                                       |
+----------------+-----------------------------------------------------+
| \<If Yes, how  | Length = 3, Valid Field Content: 1 - 1500, Default  |
| many           | = Blank                                             |
| records?\>     |                                                     |
|                | If \<Would you like to use a random sample of       |
|                | records?\> is "Yes", then this field is required.   |
|                |                                                     |
|                | If \<Would you like to use a random sample of       |
|                | records?\> is "No", then this field is not          |
|                | required.                                           |
+----------------+-----------------------------------------------------+
| \<What type of | Dropdown Box, Valid field content:                  |
| transactions   |                                                     |
| are you        | 1\. Select                                          |
| requesting?\>  |                                                     |
|                | 2\. Initial                                         |
|                |                                                     |
|                | 3\. Paid On                                         |
|                |                                                     |
|                | 4\. Both Initial and Paid On                        |
|                |                                                     |
|                | -   Default = Select                                |
|                |                                                     |
|                | -   Require the user to select an option other than |
|                |     option 1.                                       |
+----------------+-----------------------------------------------------+
| \<If you are   | Length = 8, Valid Field Content = 01011900 -        |
| requesting     | Current Date (in MMDDYYYY format), Default = Blank  |
| Initial        |                                                     |
| transactions,  | Only allow when \<What type of transactions are you |
| what is the    | requesting?\> is equal to "Initial" or is equal to  |
| processed date | "Both Initial and Paid On".                         |
| you would like |                                                     |
| to use for     | Required when \<What type of transactions are you   |
| selecting      | requesting?\> is equal to "Initial" or is equal to  |
| Initial        | "Both Initial and Paid On".                         |
| t              |                                                     |
| ransactions?\> |                                                     |
+----------------+-----------------------------------------------------+
| \<If you are   | Dropdown Box, Valid field content:                  |
| requesting     |                                                     |
| Initial        | 1\. Select                                          |
| transactions   |                                                     |
| based on a     | 2\. Lowest                                          |
| processed      |                                                     |
| date, would    | 3\. Highest                                         |
| you like the   |                                                     |
| Lowest or      | -   Default = Select                                |
| Highest        |                                                     |
| transaction?\> | -   Require the user to select an option other than |
|                |     option 1 when \<What type of transactions are   |
|                |     you requesting?\> is equal to "Initial" or is   |
|                |     equal to "Both Initial and Paid On".            |
|                |                                                     |
|                | -   If "Lowest" is selected, then extract the       |
|                |     lowest, non-rejected transaction for the        |
|                |     records in the SSN File where the Process Date  |
|                |     is less than or equal to the date in the \<What |
|                |     is the processed date you would like to use for |
|                |     selecting Initial transactions?\> field.        |
|                |                                                     |
|                | -   If "Highest" is selected, then extract the      |
|                |     highest, non-rejected transaction for the       |
|                |     records in the SSN File where the Process Date  |
|                |     is less than or equal to the date in the \<What |
|                |     is the processed date you would like to use for |
|                |     selecting Initial transactions?\> field.        |
|                |                                                     |
|                | -   If a Paid On ISIR transaction exists, then do   |
|                |     not extract records for which the Initial ISIR  |
|                |     transaction number is greater than the existing |
|                |     Paid On ISIR transaction number.                |
|                |                                                     |
|                | Only allow when \<What type of transactions are you |
|                | requesting?\> is equal to "Initial" or is equal to  |
|                | "Both Initial and Paid On".                         |
+----------------+-----------------------------------------------------+

For detailed design of the page, see 3.2.9.12 (ia_isirdata_file.jsp).

TRACEABILITY TO 2004-2005 CRAD -- 2, 5, 6, 8, 12, 13, 14, 15, 16, 16b,
17, 33

### 3.2.9.12.2.1 "Data Request: ISIR Data Upload -- Without Transactions" Page

ACTION: NO CHANGE

WHAT: "Data Request: ISIR Data Upload -- Without Transactions" page;
this page allows the user to specify the location of a file that can be
used to request ISIR transactions from the ISIR DataMart (also see
3.2.9.12).

ACCESSED FROM: "Data Request: ISIR Data from File -- Without
Transactions" page; \<Next\> Command Button

WEB BROWSER TITLE: Data Request: ISIR Data Upload -- Without
Transactions - FAA Access to CPS Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Data Request:
ISIR Data from File -- Without Transactions" page.

\- \<Upload File\> Command Button; disabled for users with read-only PM
access.

\- Check each field on the page for valid field content

\- If the page does not pass field validation, then take the user to the
first field not passing field validation.

\- If the page passes validation, then extract the transaction(s) being
requested from the ISIR DataMart ((Initial) or (Paid On) or (Initial and
Paid On)), based on the \<What type of transactions are you
requesting?\> option selected, and store them in the user's IA Tool
database as follows:

\- If Initial transactions are being requested, then select the lowest,
non-rejected transaction for all records in the SSN file for extraction
from the ISIR DataMart and subsequent storage in the user's IA Tool
database.

\- If Paid On transactions are being requested, then select the highest,
non-rejected transaction for all records in the SSN file for extraction
from the ISIR DataMart and subsequent storage in the user's IA Tool
database.

\- If both Initial transactions and Paid On transactions are being
requested, then select the lowest and highest non-rejected transactions
for all records in the SSN file for extraction from the ISIR DataMart
and subsequent storage in the user's IA Tool database.

\- See 3.2.9.12.1 for SSN File record layout details.

\- Only extract a transaction if:

1\. The transaction is non-rejected (i.e., has a valid EFC), and

2\. The requesting school must be one of the schools listed on the
transaction.

\- See Appendix 1 (UPDATED) for record layout details on which ISIR
fields need to be extracted from the ISIR DataMart and subsequent
storage in the user's IA Tool database.

-   Build/Rebuild:

\- Delete all student records from the user's IA Tool database

1.  If the user specifies the number of records for a random sample,
    then randomly select that number of records from the SSN File for
    extraction from the ISIR DataMart and subsequent storage in the IA
    Tool database.

> \- If more than 10,000 errors are encountered prior to successfully
> locating the specified random sample number of records, then stop the
> extract process and reject the entire SSN File and notify the user the
> maximum number of errors was encountered.

2.  If the user does not specify the number of records for a random
    sample, then:

    a.  If the SSN File contains 1500 records or less than 1500 records,
        then select all the records in the SSN File for extraction from
        the ISIR DataMart and subsequent storage in the IA Tool
        database.

    b.  If the SSN File contains more than 1500 records, then select the
        first 1500 of those records in the SSN File for extraction from
        the ISIR DataMart and subsequent storage in the IA Tool
        database.

-   Append:

\- If 1500 records already exist in the IA Tool database, do not allow
the Append to occur.

1.  If the user specifies the number of records for a random sample,
    then randomly select that number of records from the SSN File for
    extraction from the ISIR DataMart and subsequent storage in the IA
    Tool database. Extract the records, in the order they appear in the
    SSN file, up to the maximum allowable number of records (1500) in
    the IA Tool database.

> \- If more than 10,000 errors are encountered prior to successfully
> locating the specified random sample number of records, then stop the
> extract process and reject the entire SSN File and notify the user the
> maximum number of errors was encountered.

2.  If the user does not specify the number of records for a random
    sample, then:

    a.  If the SSN File contains 1500 records or less than 1500 records,
        then select all the records in the SSN File for extraction from
        the ISIR DataMart and subsequent storage in the IA Tool
        database. Extract the records, in the order they appear in the
        SSN file, up to the maximum allowable number of records (1500)
        in the IA Tool database.

    b.  If the SSN File contains more than 1500 records, then select the
        first 1500 of those records in the SSN File for extraction from
        the ISIR DataMart and subsequent storage in the IA Tool
        database. Extract the records, in the order they appear in the
        SSN file, up to the maximum allowable number of records (1500)
        in the IA Tool database.

\- Display a "Confirmation" page (see 3.2.9.28 and 3.29.28.2) upon
completion of the extract process. Include the number of records
successfully built/rebuilt or appended on the Confirmation page.

For detailed design of the page, see 3.2.9.13 (ia_userdata_load.jsp).

TRACEABILITY TO 2004-2005 CRAD -- 2, 23

TRACEABILITY TO 2005-2006 CRAD -- UPLOAD 01a, UPLOAD 01b

### 3.2.9.12.3 "Data Request: Auto-Load Initial" Page

ACTION: NO CHANGE

WHAT: "Data Request: Auto-Load Initial" page; this page allows the user
to automatically load the Initial transactions for which Paid On
transactions currently exist in the user's IA Tool database.

ACCESSED FROM: \"Data Request: ISIR Data\" page

WEB BROWSER TITLE: Data Request: Auto-Load Initial - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Data Request:
ISIR Data" page

\- \<Next\> Command Button.

\- Check each field on the page for valid field content

\- If the page does not pass field validation, then take the user to the
first field not passing field validation.

\- If the page passes validation, then:

-   Extract the Initial ISIR transactions (i.e., the lowest valid,
    non-rejected transaction) from the ISIR DataMart for which Paid On
    ISIR transactions currently exist in the user's IA Tool database
    (i.e., Paid On transactions that have been previously extracted from
    the ISIR DataMart and stored in the user's IA Tool database),

-   Store the Initial ISIR transactions, with their previously stored
    Paid On ISIR transactions, in the user's IA Tool database, and

-   Take the user to a "Confirmation" page (see 3.2.9.28 and 3.2.9.28.1)
    when the process is complete. Include the number of records
    successfully added on the Confirmation page.

    -   If there are no Initial ISIR transactions that correspond to the
        Paid On ISIR transactions that currently exist in the user's IA
        Tool database, then display the following text on the
        Confirmation page: No corresponding records to auto-load.

"Data Request: Auto-Load Initial" page (ia_auto_procdate.jsp -- Secure)

(FAA template #1)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | B   | Data Request: Auto-Load        |               |      |
| Text   | CD- | Initial                        |               |      |
|        | -12 |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BCD | Your records will be           |               |      |
|        | -12 | automatically loaded with      |               |      |
|        |     | transactions processed after   |               |      |
|        |     | the date you enter.            |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B   | \<white\>Auto-Load\</white\>   |               |      |
| (black | C-3 |                                |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \<Bold\>What is the processed  |               |      |
|        |     | date you would like to use for |               |      |
|        |     | selecting Initial              |               |      |
|        |     | transactions?\</Bold\>         |               |      |
|        |     |                                |               |      |
|        |     | Please enter this date in      |               |      |
|        |     | \"mmddyyyy\" format. For       |               |      |
|        |     | example, 08171975 for August   |               |      |
|        |     | 17, 1975.                      |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-3 |                                | IsNotBlank()  | 8    |
| Field  |     |                                |               |      |
|        |     |                                | \[szAutoPr    |      |
|        |     |                                | ocessedDate\] |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-4 | \<Bold\> Based on the          |               |      |
|        |     | processed date, would you like |               |      |
|        |     | the Lowest or Highest          |               |      |
|        |     | transaction?\</Bold\>          |               |      |
+--------+-----+--------------------------------+---------------+------+
| Dr     | C-4 |                                | 1- Lowest     | 1    |
| opdown |     |                                |               |      |
|        |     |                                | 2- Highest    |      |
|        |     |                                |               |      |
|        |     |                                | IsNotBlank()  |      |
|        |     |                                |               |      |
|        |     |                                | \[szAutoP     |      |
|        |     |                                | rocessTrans\] |      |
+--------+-----+--------------------------------+---------------+------+
| C      | s   | Previous (btn_prev.gif)        | \[dowhat\] =  |      |
| ommand | ubf |                                | "previous"    |      |
| Button | oot |                                | and submit    |      |
+--------+-----+--------------------------------+---------------+------+
| C      | s   | Next (btn_next.gif)            | \[dowhat\] =  |      |
| ommand | ubf |                                | "next" and    |      |
| Button | oot |                                | submit        |      |
+--------+-----+--------------------------------+---------------+------+

Notes:

-   Valid field content of \[szAutoProcessedDate\] = 01011900 - Current
    Date (in MMDDYYYY format).

-   If "Lowest" is selected, then extract the lowest, non-rejected
    transaction for the records in the SSN File where the Process Date
    is less than or equal to the date in the \<What is the processed
    date you would like to use for selecting Initial transactions?\>
    field.

-   If "Highest" is selected, then extract the highest, non-rejected
    transaction for the records in the SSN File where the Process Date
    is less than or equal to the date in the \<What is the processed
    date you would like to use for selecting Initial transactions?\>
    field.

-   Do not extract records for which the Initial ISIR transaction number
    is greater than the existing Paid On ISIR transaction number.

TRACEABILITY TO 2004-2005 CRAD -- 34

### 3.2.9.12.4 "Confirmation in Progress" page

ACTION: NO CHANGE

WHAT: "Confirmation in Progress" page; this page is displayed upon
submission of a request for processing without receiving a confirmation
before the database connection times out.

WEB BROWSER TITLE: Confirmation in Progress -- FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7)

+---------+-----+-----------------------------------+-----------------+
| Control | For | Text or Description               | Action/Field    |
| Type    | mat |                                   | Content         |
+---------+-----+-----------------------------------+-----------------+
| Text    | AB  | We have submitted your request    | "Return"        |
|         | CD- | for processing, but are currently | executes as     |
|         | --1 | experiencing an unusual delay in  | stated below.   |
|         | 234 | receiving confirmation that your  |                 |
|         |     | request has completed             |                 |
|         |     | successfully.                     |                 |
|         |     |                                   |                 |
|         |     | Since we are unable to verify a   |                 |
|         |     | successful request at this        |                 |
|         |     | moment, we urge you to check the  |                 |
|         |     | status of your request. To check  |                 |
|         |     | the status of a submitted         |                 |
|         |     | request, select the               |                 |
|         |     | \<Hyperlink\>Return\</Hyperlink\> |                 |
|         |     | button below and review the       |                 |
|         |     | status of the process for which   |                 |
|         |     | the request was made.             |                 |
+---------+-----+-----------------------------------+-----------------+
| Command | AB  | Return (btn_return.gif)           | \[do            |
| Button  | CD- |                                   | what\]=display, |
|         | --4 |                                   | \[pageid\]=10   |
|         |     |                                   | and submits     |
+---------+-----+-----------------------------------+-----------------+

TRACEABILITY TO 2004-2005 CRAD -- 2, 23

### 3.2.9.13 "Data Request: User-Defined Data" Page

ACTION: NO CHANGE

WHAT: "Data Request: ISIR Data from File" page; this page allows the
user to specify the location of a file that can be used to update the
values for user-specified fields that have been previously defined (see
3.2.9.15).

ACCESSED FROM: \"Data Request\" page

WEB BROWSER TITLE: Data Request: User-Defined Data - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Data Request"
page

\- \<Upload File\> Command Button; disabled for users with read-only PM
access.

\- Check each field on the page for valid field content

\- If the page does not pass field validation, then take the user to the
first field not passing field validation.

\- If the page passes validation, then proceed to the user data load
process.

\- See Appendix 2 for load logic and record layout details.

\- If a record meets load logic criteria, then store the user data, for
each Original SSN supplied in the file, in the IA Tool database.

\- Display a "Confirmation" page (see 3.2.9.28 and 3.2.9.28.2) upon
completion of the load process. Include the number of student records
successfully updated on the Confirmation page.

"Upload File" page (ia_userdata_load.jsp -- Secure)

This file should have 2 forms; one will submit the MultiPart Request for
the file upload the other will be used to handle any other post
activity. This page is created dynamically to upload User Defined Data
or ISIR Data from File with or without transactions (see 3.2.9.12.0 or
3.29.12.2.1).

(FAA Template #3)

+-------+-----+-------------------------------+---------------+------+
| Co    | For | Text or Description           | Field Content | F    |
| ntrol | mat |                               |               | ield |
| Type  |     |                               |               | Le   |
|       |     |                               |               | ngth |
+-------+-----+-------------------------------+---------------+------+
| H2    | BCD | Data Request: \<\*\>ISIR Data | \<\* \>       |      |
| Text  | --1 | From File                     | Displayed if  |      |
|       |     | -\                            | \             |      |
|       |     | <\*\*\*\>With\</\*\*\*\>\<\*\ | [szDataType\] |      |
|       |     | *\*\*\>Without\</\*\*\*\*\>Tr | = '1'         |      |
|       |     | ansactions\</\*\>\<\*\*\>User |               |      |
|       |     | Defined Data\</\*\*\>         | \<\*\*\>      |      |
|       |     |                               | Displayed if  |      |
|       |     |                               | \             |      |
|       |     |                               | [szDataType\] |      |
|       |     |                               | = '2'         |      |
|       |     |                               |               |      |
|       |     |                               | \<\*\*\*\>    |      |
|       |     |                               | Displayed if  |      |
|       |     |                               | \             |      |
|       |     |                               | [szFileType\] |      |
|       |     |                               | = '1'         |      |
|       |     |                               |               |      |
|       |     |                               | \<\*\*\*\*\>  |      |
|       |     |                               | Displayed if  |      |
|       |     |                               | \             |      |
|       |     |                               | [szFileType\] |      |
|       |     |                               | = '2'         |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | BC  | The file upload may take      |               |      |
|       | D-1 | several seconds to complete.  |               |      |
|       |     | If the file upload is         |               |      |
|       |     | immediately successful, a     |               |      |
|       |     | confirmation page will        |               |      |
|       |     | display. If the file upload   |               |      |
|       |     | is not immediately            |               |      |
|       |     | successful, a page with       |               |      |
|       |     | additional information will   |               |      |
|       |     | display.                      |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B   | \<white\>\<\*\>ISIR           | \<\* \>       |      |
| (     | C-2 | Data\</\*\>\<\*\*\>User       | Displayed if  |      |
| black |     | Defined                       | \             |      |
| b     |     | Data\</\*\*\>\</white\>       | [szDataType\] |      |
| ackgr |     |                               | = '1'         |      |
| ound) |     |                               |               |      |
|       |     |                               | \<\*\*\>      |      |
|       |     |                               | Displayed if  |      |
|       |     |                               | \             |      |
|       |     |                               | [szDataType\] |      |
|       |     |                               | = '2'         |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B-2 | Where is your file?           |               |      |
+-------+-----+-------------------------------+---------------+------+
| File  | C-3 |                               | \[szU         |      |
|       |     |                               | serDataFile\] |      |
+-------+-----+-------------------------------+---------------+------+
| Form  | D-3 | Browse                        | Html button   |      |
| B     |     |                               | that will     |      |
| utton |     |                               | display file  |      |
|       |     |                               | selection     |      |
|       |     |                               | dialog        |      |
+-------+-----+-------------------------------+---------------+------+
| Co    | C   | Upload File                   | \[dowhat\] =  |      |
| mmand | D-4 | (btn_uploadfile.gif)          | "uploadfile"  |      |
| B     |     |                               | and submit.   |      |
| utton |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Co    | sub | Previous (btn_prev.gif)       | \[dowhat\] =  |      |
| mmand | foo |                               | "prev" and    |      |
| B     | ter |                               | submit.       |      |
| utton |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+

Notes:

-   Valid Field Content of \[szUserDataFile\] = ASCII Characters 33-126;
    required.

TRACEABILITY TO 2004-2005 CRAD -- 2, 23

### 3.2.9.14 "User-Specified Fields" Page

ACTION: NO CHANGE

WHAT: "User-Specified Fields" page; this page allows the user to specify
an option for viewing, adding, or deleting User-Specified Fields in
their IA Tool database.

ACCESSED FROM: Left Nav Bar, \"User-Specified Fields\" option

WEB BROWSER TITLE: User-Specified Fields - FAA Access to CPS Online -
U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Next\> Command Button; takes the user to the User-Specified Fields
page selected.

"User-Specified Fields" page (ia_user_mode.jsp -- Secure)

(FAA Template #2)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | User-Specified Fields          |               |      |
| Text   | --1 |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-2 | \<white\>User-Specified        |               |      |
| (black |     | Fields\</white\>               |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-2 | How would you like to access   |               |      |
|        |     | the user-specified fields?     |               |      |
+--------+-----+--------------------------------+---------------+------+
| Dr     | C-2 |                                | 1=View Only   |      |
| opdown |     |                                |               |      |
|        |     |                                | 2=Add Fields  |      |
|        |     |                                |               |      |
|        |     |                                | 3=Delete      |      |
|        |     |                                | Fields        |      |
|        |     |                                |               |      |
|        |     |                                | IsNotBlank()  |      |
|        |     |                                |               |      |
|        |     |                                | \[szU         |      |
|        |     |                                | serDataMode\] |      |
+--------+-----+--------------------------------+---------------+------+
| C      | s   | Next (btn_next.gif)            | \[dowhat\] =  |      |
| ommand | ubf |                                | "next" and    |      |
| Button | oot |                                | submit        |      |
+--------+-----+--------------------------------+---------------+------+

Notes:

1.  If the "View Only" option is selected, then navigate the user to the
    "User-Specified Fields: View" page.

2.  If the "Add Fields" option is selected, then navigate the user to
    the "User-Specified Fields: Add" page.

3.  If the "Delete Fields" option is selected, then navigate the user to
    the "User-Specified Fields: Delete" page.

TRACEABILITY TO 2004-2005 CRAD -- 22, 23

### 3.2.9.15a "User-Specified Fields: View" Page

ACTION: NO CHANGE

WHAT: "User-Specified Fields: View" page; this page allows the user to
view previously defined user-specified fields.

ACCESSED FROM: "User-Specified Fields" page, "View Only" option

WEB BROWSER TITLE: User-Specified Fields: View - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "User-Specified
Fields" page

2.3.6.11 "User-Specified Fields: View\" page (ia_user_fields_view.jsp --
Secure)

(FAA Template #3)

  ------------------------ ----------- -------------------------------- ------------------------ --------
  Control Type             Format      Text or Description              Field Content            Field
                                                                                                 Length

  H2 Text                  BCD-2       User-Specified Fields: View                               

  Text (black background)  BCD-2       \<white\>User-Specified                                   
                                       Fields\</white\>                                          

  Text (black background)  B-2         \<white\>Field\</white\>                                  

  Text (black background)  C-2         \<white\>Type\</white\>                                   

  Text (black background)  C-2         \<white\>Length\</white\>                                 

  Text (black background)  D-2         \<white\>Description\</white\>                            

  Following Fields are                                                                           
  repeated, repeated                                                                             
  \[totalnumuserfields\]                                                                         

  Text (gray background)   B-3         \[Counter\]                      Starts at 1 to           
                                                                        \[totalnumuserfields\]   

  Text (gray background)   B-3         \[USERFIELDS\[i\]\[1\]\]                                  

  Text (gray background)   C-3         \[USERFIELDS\[i\]\[2\]\]                                  

  Text (gray background)   C-3         \[USERFIELDS\[i\]\[3\]\]                                  

  Text (gray background)   D-3         \[USERFIELDS\[i\]\[4\]\]                                  

  End Repeat                                                                                     

  Command Button           subfooter   Previous (btn_prev.gif)          \[dowhat\] = "prev" and  
                                                                        submit.                  
  ------------------------ ----------- -------------------------------- ------------------------ --------

TRACEABILITY TO 2004-2005 CRAD -- 22

### 3.2.9.15b "User-Specified Fields: Add" Page

ACTION: NO CHANGE

WHAT: "User-Specified Fields: Add" page; this page allows the user to
create fields, based on defined parameters, for additional data analysis
purposes.

ACCESSED FROM: "User-Specified Fields" page, "Add Fields" option

WEB BROWSER TITLE: User-Specified Fields: Add - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Save\> Command Button, Validates page and saves valid
updates/changes to the IA Tool database.

\- \<Previous\> Command Button; takes the user to the "User-Specified
Fields" page

\"User-Specified Fields: Add\" page (ia_user_fields_add.jsp -- Secure)

(FAA Access Template #1)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BC  | User-Specified Fields: Add     |               |      |
| Text   | D-2 |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<white\>User-Specified        |               |      |
| (black | D-2 | Fields\</white\>               |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-2 | \<white\>Field\</white\>       |               |      |
| (black |     |                                |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-2 | \<white\>Type\</white\>        |               |      |
| (black |     |                                |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-2 | \<white\>Length\</white\>      |               |      |
| (black |     |                                |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-2 | \<white\>Description\</white\> |               |      |
| (black |     |                                |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Re     |     |                                |               |      |
| peated |     |                                |               |      |
| f      |     |                                |               |      |
| ields: |     |                                |               |      |
| For a  |     |                                |               |      |
| total  |     |                                |               |      |
| of 15  |     |                                |               |      |
| times  |     |                                |               |      |
| for    |     |                                |               |      |
| all    |     |                                |               |      |
| rows   |     |                                |               |      |
| where  |     |                                |               |      |
| \[     |     |                                |               |      |
| szUser |     |                                |               |      |
| Field\ |     |                                |               |      |
| [i\]\] |     |                                |               |      |
| is not |     |                                |               |      |
| empty  |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \[Counter\]                    | Starts at 1   |      |
| (gray  |     |                                | and           |      |
| backg  |     |                                | increments on |      |
| round) |     |                                | each new row  |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \[USERFIELDS\[i\]\[1\]\]       |               |      |
| (gray  |     |                                |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-3 | \[USERFIELDS\[i\]\[2\]\]       |               |      |
| (gray  |     |                                |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-3 | \[USERFIELDS\[i\]\[3\]\]       |               |      |
| (gray  |     |                                |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 | \[USERFIELDS\[i\]\[4\]\]       |               |      |
| (gray  |     |                                |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| For    |     |                                |               |      |
| all    |     |                                |               |      |
| rows   |     |                                |               |      |
| where  |     |                                |               |      |
| \[USER |     |                                |               |      |
| FIELDS |     |                                |               |      |
| \[i\]\ |     |                                |               |      |
| [1\]\] |     |                                |               |      |
| (Field |     |                                |               |      |
| Name)  |     |                                |               |      |
| is     |     |                                |               |      |
| empty  |     |                                |               |      |
| -      |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \[Counter\]                    | Starts at 1   |      |
| (gray  |     |                                | and           |      |
| backg  |     |                                | increments on |      |
| round) |     |                                | each new row  |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 |                                | IsNotBlank    | 20   |
| Field  |     |                                | UserDefined() |      |
| (gray  |     |                                |               |      |
| backg  |     |                                | \[szUse       |      |
| round) |     |                                | rFieldNameXX\ |      |
|        |     |                                | <counter\>\], |      |
|        |     |                                | where counter |      |
|        |     |                                | is the value  |      |
|        |     |                                | in            |      |
|        |     |                                | \[Counter\].  |      |
+--------+-----+--------------------------------+---------------+------+
| Dr     | C-3 |                                | 1=Date        |      |
| opdown |     |                                |               |      |
| (gray  |     |                                | 2=Numeric     |      |
| backg  |     |                                |               |      |
| round) |     |                                | 3=String      |      |
|        |     |                                |               |      |
|        |     |                                | 4=Yes/No      |      |
|        |     |                                |               |      |
|        |     |                                | IsNotBlan     |      |
|        |     |                                | UserDefined() |      |
|        |     |                                |               |      |
|        |     |                                | \[szUse       |      |
|        |     |                                | rFieldTypeXX\ |      |
|        |     |                                | <counter\>\], |      |
|        |     |                                | where counter |      |
|        |     |                                | is the value  |      |
|        |     |                                | in            |      |
|        |     |                                | \[Counter\].  |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-3 |                                | This is a     | 2    |
| Field  |     |                                | blank table   |      |
| (gray  |     |                                | cell.         |      |
| backg  |     |                                |               |      |
| round) |     |                                | The           |      |
|        |     |                                | application   |      |
|        |     |                                | will set the  |      |
|        |     |                                | value of      |      |
|        |     |                                |               |      |
|        |     |                                | \[szUserF     |      |
|        |     |                                | ieldLengthXX\ |      |
|        |     |                                | <counter\>\], |      |
|        |     |                                | where counter |      |
|        |     |                                | is the value  |      |
|        |     |                                | in            |      |
|        |     |                                | \[Counter\],  |      |
|        |     |                                | as below:     |      |
|        |     |                                |               |      |
|        |     |                                | -   If Type = |      |
|        |     |                                |     "Date",   |      |
|        |     |                                |     then set  |      |
|        |     |                                |     Length =  |      |
|        |     |                                |     8         |      |
|        |     |                                |               |      |
|        |     |                                | -   If Type = |      |
|        |     |                                |               |      |
|        |     |                                |    "Numeric", |      |
|        |     |                                |     then set  |      |
|        |     |                                |     Length =  |      |
|        |     |                                |     10        |      |
|        |     |                                |               |      |
|        |     |                                | -   If Type = |      |
|        |     |                                |     "String", |      |
|        |     |                                |     then set  |      |
|        |     |                                |     Length =  |      |
|        |     |                                |     40        |      |
|        |     |                                |               |      |
|        |     |                                | -   If Type = |      |
|        |     |                                |     "Yes/No", |      |
|        |     |                                |     then set  |      |
|        |     |                                |     Length =  |      |
|        |     |                                |     1         |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 |                                | IsNotBlank    | 50   |
| Field  |     |                                | UserDefined() |      |
| (gray  |     |                                |               |      |
| backg  |     |                                | \             |      |
| round) |     |                                | [szUserFieldD |      |
|        |     |                                | escriptionXX\ |      |
|        |     |                                | <counter\>\], |      |
|        |     |                                | where counter |      |
|        |     |                                | is the value  |      |
|        |     |                                | in            |      |
|        |     |                                | \[Counter\].  |      |
|        |     |                                |               |      |
|        |     |                                | Valid field   |      |
|        |     |                                | content: A-Z, |      |
|        |     |                                | 0-9; Required |      |
+--------+-----+--------------------------------+---------------+------+
| End    |     |                                |               |      |
| Repeat |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| C      | C   | Save (btn_save.gif)            | \[dowhat\] =  |      |
| ommand | D-4 |                                | "submit" and  |      |
| Button |     |                                | submit.       |      |
+--------+-----+--------------------------------+---------------+------+
| C      | s   | Previous (btn_prev.gif)        | \[dowhat\] =  |      |
| ommand | ubf |                                | "prev" and    |      |
| Button | oot |                                | submit        |      |
+--------+-----+--------------------------------+---------------+------+

Notes:

\- If one or more than one of \<Type\> or \<Length\> or \<Description\>
contain a valid value, then require all three of those fields (\<Type\>,
\<Length\>, \<Description\>). If any of the values are missing, then
display the standard "Invalid Response" message when Saved.

\- All saved values are read-only and can't be modified.

\- Display any previously defined/saved user-specified fields and their
attributes when the page is subsequently loaded.

TRACEABILITY TO 2004-2005 CRAD -- 22

TRACEABILITY TO 2005-2006 CRAD -- USER-SPECIFIED FIELDS 01

### 3.2.9.15c "User-Specified Fields: Delete" Page

ACTION: NO CHANGE

WHAT: "User-Specified Fields: Delete" page; this page allows the user to
delete previously defined user-specified fields.

ACCESSED FROM: "User-Specified Fields" page, "Delete Fields" option

WEB BROWSER TITLE: User-Specified Fields: Delete - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "User-Specified
Fields" page

\- \<Select All\> Command Button; selects all the "Delete" checkboxes.

\- \<Deselect All\> Command Button; deselects all the "Delete"
checkboxes.

\- \<Delete\> Command Button; if this button is selected, then display
the following text in a message dialog:

Do you really want to delete the selected fields?

\- Include 'OK' and 'Cancel' buttons on this dialog box.

\- If 'OK' is selected, then delete the attributes (except \<Field\>),
for the field(s) for which the \<Delete\> checkbox is checked, from the
user's IA Tool database.

\- If 'Cancel' is selected, then return the user to the "User-Specified
Fields: Delete" page (i.e., the page they are currently on).

\"User-Specified Fields: Delete\" page (ia_user_fields_delete.jsp --
Secure)

(FAA Template #3)

+--------+-----+-------------------------------+---------------+------+
| C      | For | Text or Description           | Field Content | F    |
| ontrol | mat |                               |               | ield |
| Type   |     |                               |               | Le   |
|        |     |                               |               | ngth |
+--------+-----+-------------------------------+---------------+------+
| H2     | BC  | User-Specified Fields: Delete |               |      |
| Text   | D-2 |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | BC  | \<white\>User-Specified       |               |      |
| (black | D-2 | Fields\</white\>              |               |      |
| backg  |     |                               |               |      |
| round) |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | B-2 | \<white\>Field\</white\>      |               |      |
| (black |     |                               |               |      |
| backg  |     |                               |               |      |
| round) |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | C-2 | \<white\>Type\</white\>       |               |      |
| (black |     |                               |               |      |
| backg  |     |                               |               |      |
| round) |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | C-2 | \<white\>Length\</white\>     |               |      |
| (black |     |                               |               |      |
| backg  |     |                               |               |      |
| round) |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | D-2 | \                             |               |      |
| (black |     | <white\>Description\</white\> |               |      |
| backg  |     |                               |               |      |
| round) |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | D-2 | \<white\>Delete\</white\>     |               |      |
| (black |     |                               |               |      |
| backg  |     |                               |               |      |
| round) |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Fol    |     |                               |               |      |
| lowing |     |                               |               |      |
| Fields |     |                               |               |      |
| are    |     |                               |               |      |
| rep    |     |                               |               |      |
| eated, |     |                               |               |      |
| re     |     |                               |               |      |
| peated |     |                               |               |      |
| \[to   |     |                               |               |      |
| talnum |     |                               |               |      |
| userfi |     |                               |               |      |
| elds\] |     |                               |               |      |
| times  |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | B-3 | \[Counter\]                   | Starts at 1   |      |
| (gray  |     |                               | to            |      |
| backg  |     |                               | \[totalnu     |      |
| round) |     |                               | muserfields\] |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | B-3 | \[USERFIELDS\[i\]\[1\]\]      |               |      |
| (gray  |     |                               |               |      |
| backg  |     |                               |               |      |
| round) |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | B-3 | \[USERFIELDS\[i\]\[2\]\]      |               |      |
| (gray  |     |                               |               |      |
| backg  |     |                               |               |      |
| round) |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | B-3 | \[USERFIELDS\[i\]\[3\]\]      |               |      |
| (gray  |     |                               |               |      |
| backg  |     |                               |               |      |
| round) |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Text   | B-3 | \[USERFIELDS\[i\]\[4\]\]      |               |      |
| (gray  |     |                               |               |      |
| backg  |     |                               |               |      |
| round) |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| Ch     | D-3 |                               | \[sz          |      |
| eckBox |     |                               | UserDeleteXX\ |      |
| (gray  |     |                               | <counter\>\], |      |
| backg  |     |                               | where counter |      |
| round) |     |                               | is the value  |      |
|        |     |                               | in            |      |
|        |     |                               | \[Counter\].  |      |
|        |     |                               |               |      |
|        |     |                               | The value of  |      |
|        |     |                               | the checkbox  |      |
|        |     |                               | will be the   |      |
|        |     |                               | field number  |      |
|        |     |                               | \[USERFIELD   |      |
|        |     |                               | S\[i\]\[0\]\] |      |
+--------+-----+-------------------------------+---------------+------+
| End    |     |                               |               |      |
| Repeat |     |                               |               |      |
+--------+-----+-------------------------------+---------------+------+
| C      | C   | Select All                    | Select all    |      |
| ommand | D-4 | (btn_selectall.gif)           | the           |      |
| Button |     |                               | checkboxes on |      |
|        |     |                               | the page.     |      |
+--------+-----+-------------------------------+---------------+------+
| C      | C   | Deselect All                  | Deselect all  |      |
| ommand | D-4 | (btn_deselectall.gif)         | the           |      |
| Button |     |                               | checkboxes on |      |
|        |     |                               | the page.     |      |
+--------+-----+-------------------------------+---------------+------+
| C      | C   | Delete (btn_delete.gif)       | If this       |      |
| ommand | D-4 |                               | button is     |      |
| Button |     |                               | pressed,      |      |
|        |     |                               | display the   |      |
|        |     |                               | question "Do  |      |
|        |     |                               | you really    |      |
|        |     |                               | want to       |      |
|        |     |                               | delete the    |      |
|        |     |                               | selected      |      |
|        |     |                               | fields?" If   |      |
|        |     |                               | the user      |      |
|        |     |                               | chooses yes,  |      |
|        |     |                               | then:         |      |
|        |     |                               |               |      |
|        |     |                               | \[dowhat\] =  |      |
|        |     |                               | "submit" and  |      |
|        |     |                               | submit.       |      |
+--------+-----+-------------------------------+---------------+------+
| C      | s   | Previous (btn_prev.gif)       | \[dowhat\] =  |      |
| ommand | ubf |                               | "prev" and    |      |
| Button | oot |                               | submit        |      |
+--------+-----+-------------------------------+---------------+------+

Notes:

-   Display any previously defined/saved user-specified fields and their
    attributes when the page is subsequently loaded.

TRACEABILITY TO 2004-2005 CRAD -- 22

### 3.2.9.16 "Current Status" Page

ACTION: NO CHANGE

WHAT: "Current Status" page; this page allows the user to view a summary
and status of the records currently in their IA Tool database.

ACCESSED FROM: Left Nav Bar; "Current Status" option

WEB BROWSER TITLE: Current Status - FAA Access to CPS Online - U.S.
Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7)

"Current Status" page (ia_status.jsp -- Secure)

(FAA Template #3)

+-------+-----+-------------------------------+---------------+------+
| Co    | For | Text or Description           | Field Content | F    |
| ntrol | mat |                               |               | ield |
| Type  |     |                               |               | Le   |
|       |     |                               |               | ngth |
+-------+-----+-------------------------------+---------------+------+
| H2    | BCD | ISIR Analysis Tool Current    |               |      |
| Text  | --1 | Status                        |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | BC  | This is the current status of | \[T           |      |
|       | D-2 | the                           | OTALRECORDS\] |      |
|       |     | \<Bo                          | = the total   |      |
|       |     | ld\>\[TOTALRECORDS\]\</Bold\> | number of     |      |
|       |     | records in the ISIR Analysis  | records for   |      |
|       |     | Tool database.                | which an      |      |
|       |     |                               | Initial       |      |
|       |     |                               | transaction   |      |
|       |     |                               | or a Paid On  |      |
|       |     |                               | transaction   |      |
|       |     |                               | exist.        |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B   | -   \<\*\*\*\>\<Bol           | \[NU          |      |
|       | C-3 | d\>\[NUMBERINITIAL\]\</Bold\> | MBERINITIAL\] |      |
|       |     |     Records with Initial      | = the total   |      |
|       |     |     Transactions              | number of     |      |
|       |     |     Only\</\*\*\*\>           | records for   |      |
|       |     |                               | which only an |      |
|       |     | -   \<\*\*\*\>\<Bo            | Initial       |      |
|       |     | ld\>\[NUMBERPAIDON\]\</Bold\> | transaction   |      |
|       |     |     Records with Paid On      | exists.       |      |
|       |     |     Transactions              |               |      |
|       |     |     Only\</\*\*\*\>           | \[N           |      |
|       |     |                               | UMBERPAIDON\] |      |
|       |     | -   \<Bold\>\<NUM\>\</Bold\>  | = the total   |      |
|       |     |     Records with Both Initial | number of     |      |
|       |     |     and Paid On Transactions  | records for   |      |
|       |     |                               | which only a  |      |
|       |     | \<\*\>Data Validation has     | Paid On       |      |
|       |     | been completed for all        | transaction   |      |
|       |     | records.\</\*\>               | exists.       |      |
|       |     |                               |               |      |
|       |     | \<\*\*\>Data Validation has   | \<NUM\> = the |      |
|       |     | not been completed for all    | total number  |      |
|       |     | records.\</\*\*\>             | of records    |      |
|       |     |                               | for which an  |      |
|       |     |                               | Initial       |      |
|       |     |                               | transaction   |      |
|       |     |                               | and a Paid On |      |
|       |     |                               | transaction   |      |
|       |     |                               | exist         |      |
|       |     |                               | (\[TOT        |      |
|       |     |                               | ALRECORDS\] - |      |
|       |     |                               | \[NUMB        |      |
|       |     |                               | ERINITIAL\] - |      |
|       |     |                               | \[NUM         |      |
|       |     |                               | BERPAIDON\]). |      |
|       |     |                               |               |      |
|       |     |                               | \<\*\> is     |      |
|       |     |                               | displayed if  |      |
|       |     |                               | \[DAT         |      |
|       |     |                               | AVALIDATION\] |      |
|       |     |                               | = 'Y'         |      |
|       |     |                               |               |      |
|       |     |                               | \<\*\*\> is   |      |
|       |     |                               | displayed if  |      |
|       |     |                               | \[DAT         |      |
|       |     |                               | AVALIDATION\] |      |
|       |     |                               | != 'Y'        |      |
|       |     |                               |               |      |
|       |     |                               | \<\*\*\*\> is |      |
|       |     |                               | not displayed |      |
|       |     |                               | if            |      |
|       |     |                               | \[DAT         |      |
|       |     |                               | AVALIDATION\] |      |
|       |     |                               | = 'Y'         |      |
+-------+-----+-------------------------------+---------------+------+
| Co    | Sub | Return (btn_return.gif)       | \[dowh        |      |
| mmand | foo |                               | at\]=display, |      |
| B     | ter |                               | \[pageid\]=10 |      |
| utton |     |                               | and submits   |      |
+-------+-----+-------------------------------+---------------+------+

Notes:

-   If the Data Validation process has been completed for all records in
    the IA Tool Database, then display the following text:

Data Validation has been completed for all records.

-   If the Data Validation process has been completed for all records in
    the IA Tool Database, then do not display the \"\<XX\> Records with
    Initial Transactions Only\" \<XX\> value and label and do not
    display the \"\<XX\> Records with Paid On Transactions Only\" \<XX\>
    value and label.

```{=html}
<!-- -->
```
-   If the Data Validation process has not been completed for all
    records in the IA Tool Database, then display the following text:

Data Validation has not been completed for all records.

TRACEABILITY TO 2004-2005 CRAD -- 35

TRACEABILITY TO 2005-2006 CRAD -- Current Status 01

### 3.2.9.17 "Student Listing" Page

ACTION: NO CHANGE

WHAT: "Student Listing" page; this page allows the user to specify an
option for viewing and/or updating student records in their IA Tool
database.

ACCESSED FROM: Left Nav Bar, \"Student Listing\" option

WEB BROWSER TITLE: Student Listing - FAA Access to CPS Online - U.S.
Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Next\> Command Button; takes the user to the Student Listing page
selected.

"Student Listing" page (ia_stud_list_mode.jsp -- Secure)

(FAA Template #2)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | Student Listing                |               |      |
| Text   | --1 |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-2 | \<white\>Student               |               |      |
| (black |     | List\</white\>                 |               |      |
| backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-2 | How would you like to access   |               |      |
|        |     | the student list?              |               |      |
+--------+-----+--------------------------------+---------------+------+
| Dr     | C-2 |                                | 1=View Only   |      |
| opdown |     |                                |               |      |
|        |     |                                | 2=Update      |      |
|        |     |                                | Records       |      |
|        |     |                                |               |      |
|        |     |                                | 3=Delete      |      |
|        |     |                                | Records       |      |
|        |     |                                |               |      |
|        |     |                                | If            |      |
|        |     |                                | \[ACCES       |      |
|        |     |                                | SRIGHTS\]='R' |      |
|        |     |                                | then only     |      |
|        |     |                                | option 1 is   |      |
|        |     |                                | available     |      |
|        |     |                                |               |      |
|        |     |                                | IsNotBlank()  |      |
|        |     |                                |               |      |
|        |     |                                | \[szStud      |      |
|        |     |                                | entListMode\] |      |
+--------+-----+--------------------------------+---------------+------+
| C      | s   | Next (btn_next.gif)            | \[dowhat\] =  |      |
| ommand | ubf |                                | "next" and    |      |
| Button | oot |                                | submit        |      |
+--------+-----+--------------------------------+---------------+------+

Notes:

-   If the "View Only" Student Listing option is selected, then navigate
    the user to the "Student Listing: View Records" page.

-   If the "Update Records" Student Listing option is selected, then
    navigate the user to the "Student Listing: Update Records" page.

-   If the "Delete Records" Student Listing option is selected, then
    navigate the user to the "Student Listing: Delete Records" page.

TRACEABILITY TO 2004-2005 CRAD -- 17, 23

### 3.2.9.18 "Student Listing: View Records" Page

ACTION: NO CHANGE

WHAT: \"Student Listing: View Records\" page; this page allows the user
to view student records in their IA Tool database.

ACCESSED FROM: "Student Listing" page; "View Only" option

WEB BROWSER TITLE: Student Listing: View Records - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Student Listing"
page

"Student Listing" page (ia_stud_list.jsp -- Secure)

This page is created dynamically to view, update, or delete records.

(FAA Template #3)

+-------------+-----+-----------+-------------+---------------+------+
| Control     | For | Text or   |             | Field Content | F    |
| Type        | mat | De        |             |               | ield |
|             |     | scription |             |               | Le   |
|             |     |           |             |               | ngth |
+-------------+-----+-----------+-------------+---------------+------+
| H2 Text     | BCD | Student   |             | \<\*\>        |      |
|             | --1 | Listing:  |             | displays when |      |
|             |     | \         |             | \[szStud      |      |
|             |     | <\*\>View |             | entListMode\] |      |
|             |     | \</       |             | = '1'         |      |
|             |     | \*\>\<\*\ |             |               |      |
|             |     | *\>Update |             | \<\*\*\>      |      |
|             |     | \</\*\*\> |             | displays when |      |
|             |     | \<\*\*\*\ |             | \[szStud      |      |
|             |     | >Delete\< |             | entListMode\] |      |
|             |     | /\*\*\*\> |             | = '2'         |      |
|             |     | Records   |             |               |      |
|             |     |           |             | \<\*\*\*\>    |      |
|             |     |           |             | displays when |      |
|             |     |           |             | \[szStud      |      |
|             |     |           |             | entListMode\] |      |
|             |     |           |             | = '3'         |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text        | BC  | A maximum |             |               |      |
|             | D-1 | of        |             |               |      |
|             |     | \<B       |             |               |      |
|             |     | old\>1500 |             |               |      |
|             |     | \</Bold\> |             |               |      |
|             |     | records   |             |               |      |
|             |     | will be   |             |               |      |
|             |     | d         |             |               |      |
|             |     | isplayed. |             |               |      |
|             |     | Clicking  |             |               |      |
|             |     | on the    |             |               |      |
|             |     | Original  |             |               |      |
|             |     | SSN will  |             |               |      |
|             |     | display   |             |               |      |
|             |     | the       |             |               |      |
|             |     | Use       |             |               |      |
|             |     | r-Defined |             |               |      |
|             |     | Data for  |             |               |      |
|             |     | that      |             |               |      |
|             |     | student.  |             |               |      |
|             |     | You can   |             |               |      |
|             |     | modify    |             |               |      |
|             |     | the order |             |               |      |
|             |     | in which  |             |               |      |
|             |     | the       |             |               |      |
|             |     | records   |             |               |      |
|             |     | are       |             |               |      |
|             |     | dis       |             |               |      |
|             |     | played by |             |               |      |
|             |     | clicking  |             |               |      |
|             |     | on either |             |               |      |
|             |     | the       |             |               |      |
|             |     | Original  |             |               |      |
|             |     | SSN, Last |             |               |      |
|             |     | Name, or  |             |               |      |
|             |     | School    |             |               |      |
|             |     | Verif.    |             |               |      |
|             |     | Flag      |             |               |      |
|             |     | column    |             |               |      |
|             |     | headings. |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (black | BC  | \<white   |             |               |      |
| background) | D-2 | \>Student |             |               |      |
|             |     | List\     |             |               |      |
|             |     | </white\> |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (black | B-2 | \<w       |             | Value Is      |      |
| background) |     | hite\>\<u |             | formatted     |      |
|             |     | nderline\ |             | with dashes   |      |
|             |     | >Original |             | XXX-XX-XXXX.  |      |
|             |     | SSN\</und |             |               |      |
|             |     | erline\>\ |             | Allow the     |      |
|             |     | </white\> |             | user to sort  |      |
|             |     |           |             | the records   |      |
|             |     |           |             | by the        |      |
|             |     |           |             | \<Original    |      |
|             |     |           |             | SSN\> value   |      |
|             |     |           |             | in ascending  |      |
|             |     |           |             | order or in   |      |
|             |     |           |             | descending    |      |
|             |     |           |             | order.        |      |
|             |     |           |             |               |      |
|             |     |           |             | \[dowhat\] =  |      |
|             |     |           |             | "sortbyssn"   |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (black | B-2 | \<white\  |             | Allow the     |      |
| background) |     | >\<underl |             | user to sort  |      |
|             |     | ine\>Last |             | the records   |      |
|             |     | N         |             | by the \<Last |      |
|             |     | ame\</und |             | Name\> value  |      |
|             |     | erline\>\ |             | in ascending  |      |
|             |     | </white\> |             | order or in   |      |
|             |     |           |             | descending    |      |
|             |     |           |             | order.        |      |
|             |     |           |             |               |      |
|             |     |           |             | \[dowhat\] =  |      |
|             |     |           |             | "sortbynamel" |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (black | C-2 | \<whi     |             |               |      |
| background) |     | te\>First |             |               |      |
|             |     | Name\     |             |               |      |
|             |     | </white\> |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (black | C-2 | \<w       |             |               |      |
| background) |     | hite\>MI\ |             |               |      |
|             |     | </white\> |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (black | D-2 | Tr        | \<wh        |               |      |
| background) |     | ansaction | ite\>Initia |               |      |
|             |     | Number:   | l\</white\> |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (black | D-2 |           | \<          |               |      |
| background) |     |           | white\>Paid |               |      |
|             |     |           | O           |               |      |
|             |     |           | n\</white\> |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (black | D-2 | \         |             | Only          |      |
| background) |     | <white\>\ |             | displayed     |      |
|             |     | <underlin |             | when          |      |
|             |     | e\>School |             | \[szStud      |      |
|             |     | Verif.    |             | entListMode\] |      |
|             |     | F         |             | = '1' or '2'  |      |
|             |     | lag\</und |             |               |      |
|             |     | erline\>\ |             | Allow the     |      |
|             |     | </white\> |             | user to sort  |      |
|             |     |           |             | the records   |      |
|             |     |           |             | by the        |      |
|             |     |           |             | \<School      |      |
|             |     |           |             | Verif. Flag\> |      |
|             |     |           |             | value in      |      |
|             |     |           |             | ascending     |      |
|             |     |           |             | order or in   |      |
|             |     |           |             | descending    |      |
|             |     |           |             | order.        |      |
|             |     |           |             |               |      |
|             |     |           |             | \[dowhat\] =  |      |
|             |     |           |             | "so           |      |
|             |     |           |             | rtbyschverif" |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (black | D-2 | \<white   |             | Only          |      |
| background) |     | \>Delete\ |             | displayed     |      |
|             |     | </white\> |             | when          |      |
|             |     |           |             | \[szStud      |      |
|             |     |           |             | entListMode\] |      |
|             |     |           |             | = '3'         |      |
+-------------+-----+-----------+-------------+---------------+------+
| Repeated    |     |           |             |               |      |
| fields:     |     |           |             |               |      |
| Repeated    |     |           |             |               |      |
| \[numlis    |     |           |             |               |      |
| tstudents\] |     |           |             |               |      |
| Times       |     |           |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text(gray   | B-3 | \<link\>  |             | \<link\>sets  |      |
| background) |     | \[STUDENT |             | \[d           |      |
|             |     | LIST\]\[i |             | owhat\]=next, |      |
|             |     | \]\[1\]\] |             | and submits:  |      |
|             |     | \</link\> |             |               |      |
|             |     |           |             | \[szS         |      |
|             |     |           |             | electedSSN\]= |      |
|             |     |           |             | \[s           |      |
|             |     |           |             | zStudentSSN\] |      |
|             |     |           |             | \[i\]\[1\]    |      |
|             |     |           |             |               |      |
|             |     |           |             | \[szSel       |      |
|             |     |           |             | ectedNameID\] |      |
|             |     |           |             | =             |      |
|             |     |           |             | \[STUDENTLIS  |      |
|             |     |           |             | T\]\[i\]\[2\] |      |
|             |     |           |             |               |      |
|             |     |           |             | \[szSe        |      |
|             |     |           |             | lectedNameL\] |      |
|             |     |           |             | =             |      |
|             |     |           |             | \[STUDENTLIS  |      |
|             |     |           |             | T\]\[i\]\[3\] |      |
|             |     |           |             |               |      |
|             |     |           |             | \[szSe        |      |
|             |     |           |             | lectedNameF\] |      |
|             |     |           |             | =             |      |
|             |     |           |             | \[STUDENTLIS  |      |
|             |     |           |             | T\]\[i\]\[4\] |      |
|             |     |           |             |               |      |
|             |     |           |             | \[szSel       |      |
|             |     |           |             | ectedNameMI\] |      |
|             |     |           |             | =             |      |
|             |     |           |             | \[STUDENTLIS  |      |
|             |     |           |             | T\]\[i\]\[5\] |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (gray  | B-3 | \[STUDENT |             |               |      |
| background) |     | LIST\]\[i |             |               |      |
|             |     | \]\[3\]\] |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (gray  | C-3 | \[STUDENT |             |               |      |
| background) |     | LIST\]\[i |             |               |      |
|             |     | \]\[4\]\] |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (gray  | C-3 | \[STUDENT |             |               |      |
| background) |     | LIST\]\[i |             |               |      |
|             |     | \]\[5\]\] |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (gray  | D-3 | \[STUDENT |             |               |      |
| background) |     | LIST\]\[i |             |               |      |
|             |     | \]\[6\]\] |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (gray  | D-3 | \[STUDENT |             |               |      |
| background) |     | LIST\]\[i |             |               |      |
|             |     | \]\[7\]\] |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Text (gray  | D-3 | \<\*\>    |             | \<\*\>        |      |
| background) |     | YES\<\*\> |             | display if    |      |
|             |     |           |             | \[            |      |
|             |     | \<\*\*\>N |             | STUDENTLIST\] |      |
|             |     | O\<\*\*\> |             | \[i\]\[8\]\]= |      |
|             |     |           |             | 'Y'           |      |
|             |     |           |             |               |      |
|             |     |           |             | \<            |      |
|             |     |           |             | \*\*\>display |      |
|             |     |           |             | if            |      |
|             |     |           |             | \             |      |
|             |     |           |             | [STUDENTLIST\ |      |
|             |     |           |             | ]\[i\]\[8\]\] |      |
|             |     |           |             | != 'Y'        |      |
|             |     |           |             |               |      |
|             |     |           |             | Only          |      |
|             |     |           |             | displayed     |      |
|             |     |           |             | when          |      |
|             |     |           |             | \[szStud      |      |
|             |     |           |             | entListMode\] |      |
|             |     |           |             | = '1' or '3'  |      |
+-------------+-----+-----------+-------------+---------------+------+
| Checkbox    | D-3 |           |             | Only          |      |
| (gray       |     |           |             | displayed     |      |
| background) |     |           |             | when          |      |
|             |     |           |             | \[szStud      |      |
|             |     |           |             | entListMode\] |      |
|             |     |           |             | = '2'         |      |
|             |     |           |             |               |      |
|             |     |           |             | No field name |      |
|             |     |           |             | is defined    |      |
|             |     |           |             | for any       |      |
|             |     |           |             | checkbox. The |      |
|             |     |           |             | checkboxes    |      |
|             |     |           |             | are grouped   |      |
|             |     |           |             | into          |      |
|             |     |           |             | different     |      |
|             |     |           |             | forms. Each   |      |
|             |     |           |             | form contains |      |
|             |     |           |             | up to 500     |      |
|             |     |           |             | checkboxes.   |      |
|             |     |           |             |               |      |
|             |     |           |             | If            |      |
|             |     |           |             | \[            |      |
|             |     |           |             | STUDENTLIST\] |      |
|             |     |           |             | \[i\]\[8\]\]= |      |
|             |     |           |             | 'Y', sets     |      |
|             |     |           |             | default       |      |
|             |     |           |             | attribute     |      |
|             |     |           |             | "CHECKED" to  |      |
|             |     |           |             | the checkbox  |      |
|             |     |           |             |               |      |
|             |     |           |             | The checkbox  |      |
|             |     |           |             | value =       |      |
|             |     |           |             |               |      |
|             |     |           |             | \[s           |      |
|             |     |           |             | zStudentSSN\] |      |
|             |     |           |             | \[i\]\[1\]    |      |
|             |     |           |             | \[STUDENTLIS  |      |
|             |     |           |             | T\]\[i\]\[2\] |      |
+-------------+-----+-----------+-------------+---------------+------+
| Checkbox    | D-3 |           |             | Only          |      |
| (gray       |     |           |             | displayed     |      |
| background) |     |           |             | when          |      |
|             |     |           |             | \[szStud      |      |
|             |     |           |             | entListMode\] |      |
|             |     |           |             | = '3'         |      |
|             |     |           |             |               |      |
|             |     |           |             | No field name |      |
|             |     |           |             | is defined    |      |
|             |     |           |             | for any       |      |
|             |     |           |             | checkbox. The |      |
|             |     |           |             | checkboxes    |      |
|             |     |           |             | are grouped   |      |
|             |     |           |             | into          |      |
|             |     |           |             | different     |      |
|             |     |           |             | forms. Each   |      |
|             |     |           |             | form contains |      |
|             |     |           |             | up to 500     |      |
|             |     |           |             | checkboxes.   |      |
|             |     |           |             |               |      |
|             |     |           |             | The checkbox  |      |
|             |     |           |             | value =       |      |
|             |     |           |             |               |      |
|             |     |           |             | \[s           |      |
|             |     |           |             | zStudentSSN\] |      |
|             |     |           |             | \[i\]\[1\]    |      |
|             |     |           |             | \[STUDENTLIS  |      |
|             |     |           |             | T\]\[i\]\[2\] |      |
+-------------+-----+-----------+-------------+---------------+------+
| End Repeat  |     |           |             |               |      |
+-------------+-----+-----------+-------------+---------------+------+
| Command     | C-4 | Select    |             | Sets all      |      |
| Button      |     | All       |             | checkboxes to |      |
|             |     | (         |             | selected      |      |
|             |     | btn_selec |             |               |      |
|             |     | tall.gif) |             | Only          |      |
|             |     |           |             | displayed     |      |
|             |     |           |             | when          |      |
|             |     |           |             | \[szStud      |      |
|             |     |           |             | entListMode\] |      |
|             |     |           |             | = '2' or '3'  |      |
+-------------+-----+-----------+-------------+---------------+------+
| Command     | C-4 | Deselect  |             | Deselets all  |      |
| Button      |     | All       |             | checkboxes    |      |
|             |     | (bt       |             |               |      |
|             |     | n_deselec |             | Only          |      |
|             |     | tall.gif) |             | displayed     |      |
|             |     |           |             | when          |      |
|             |     |           |             | \[szStud      |      |
|             |     |           |             | entListMode\] |      |
|             |     |           |             | = '2' or '3'  |      |
+-------------+-----+-----------+-------------+---------------+------+
| Command     | D-4 | Save      |             | Sets          |      |
| Button      |     | (btn_     |             | \[dowh        |      |
|             |     | save.gif) |             | at\]='submit' |      |
|             |     |           |             | and submit    |      |
|             |     |           |             | \[szUpda      |      |
|             |     |           |             | teVerifFlag\] |      |
|             |     |           |             | = the values  |      |
|             |     |           |             | of all        |      |
|             |     |           |             | checkboxes    |      |
|             |     |           |             | with an       |      |
|             |     |           |             | indicator of  |      |
|             |     |           |             | 'Y' (checked) |      |
|             |     |           |             | or 'N'        |      |
|             |     |           |             | (unchecked)   |      |
|             |     |           |             | for each      |      |
|             |     |           |             | checkbox.     |      |
|             |     |           |             |               |      |
|             |     |           |             | Only          |      |
|             |     |           |             | displayed     |      |
|             |     |           |             | when          |      |
|             |     |           |             | \[szStudentL  |      |
|             |     |           |             | istMode\]='2' |      |
+-------------+-----+-----------+-------------+---------------+------+
| Command     | D-4 | Delete    |             | If this       |      |
| Button      |     | (btn_de   |             | button is     |      |
|             |     | lete.gif) |             | pressed,      |      |
|             |     |           |             | display the   |      |
|             |     |           |             | question "Do  |      |
|             |     |           |             | you really    |      |
|             |     |           |             | want to       |      |
|             |     |           |             | delete the    |      |
|             |     |           |             | selected      |      |
|             |     |           |             | student       |      |
|             |     |           |             | records?" If  |      |
|             |     |           |             | the user      |      |
|             |     |           |             | chooses yes,  |      |
|             |     |           |             | then:         |      |
|             |     |           |             |               |      |
|             |     |           |             | Set           |      |
|             |     |           |             | \[dowh        |      |
|             |     |           |             | at\]='submit' |      |
|             |     |           |             | and submit    |      |
|             |     |           |             | \[s           |      |
|             |     |           |             | zDeleteStud\] |      |
|             |     |           |             | = The values  |      |
|             |     |           |             | of the        |      |
|             |     |           |             | checkboxes    |      |
|             |     |           |             | that are      |      |
|             |     |           |             | checked to    |      |
|             |     |           |             | delete.       |      |
|             |     |           |             |               |      |
|             |     |           |             | Only          |      |
|             |     |           |             | displayed     |      |
|             |     |           |             | when          |      |
|             |     |           |             | \[szStudentL  |      |
|             |     |           |             | istMode\]='3' |      |
+-------------+-----+-----------+-------------+---------------+------+
| Command     | Sub | Previous  |             | \[dowhat\] =  |      |
| Button      | foo | (btn_     |             | 'prev' and    |      |
|             | ter | prev.gif) |             | submit        |      |
+-------------+-----+-----------+-------------+---------------+------+

Notes:

-   By default, the list is sorted by Original SSN in ascending order.

TRACEABILITY TO 2004-2005 CRAD -- 20

TRACEABILITY TO 2005-2006 CRAD -- STUDENT LISTING 01

### 3.2.9.19 "User-Specified Fields: View" Page

ACTION: NO CHANGE

WHAT: "User-Specified Field: View" page; this page allows the user to
view a student's User- Specified Data in their IA Tool database.

ACCESSED FROM: "Student Listing: View Records" page or "Student Listing:
Delete Records" page; \<Original SSN\>

\- Populate all fields with their previously saved values

WEB BROWSER TITLE: User-Specified Fields: View - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Student Listing:
View Records" page

\"User-Specified Fields\" page (ia_stud_user.jsp -- Secure)

This page is created dynamically to view or update the user-specified
fields.

(FAA Template #3)

+-------+-----+-------------------------------+---------------+------+
| Co    | For | Text or Description           | Field Content | F    |
| ntrol | mat |                               |               | ield |
| Type  |     |                               |               | Le   |
|       |     |                               |               | ngth |
+-------+-----+-------------------------------+---------------+------+
| H2    | BCD | \[szSelectedSSN\]             | \[sz          |      |
| Text  | --1 | \[szSelectedNameF\]           | SelectedSSN\] |      |
|       |     | \[szSelectedNameMI\].         | is formatted  |      |
|       |     | \[szSelectedNameL\]           | with dashes   |      |
|       |     |                               | XXX-XX-XXXX   |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | BC  | \<white\>User-Specified       | \<\*\>        |      |
| (     | D-1 | Fields: \<\*\> View \</\*\>   | display if    |      |
| black |     | \<\*\*\> Update               | \[szStud      |      |
| backg |     | \</\*\*\>\</white\>           | entListMode\] |      |
| round |     |                               | = '1'         |      |
|       |     |                               |               |      |
|       |     |                               | \<\*\*\>      |      |
|       |     |                               | display if    |      |
|       |     |                               | \[szStud      |      |
|       |     |                               | entListMode\] |      |
|       |     |                               | = '2'         |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B-2 | \<white\>Field                |               |      |
| (     |     | Description\</white\>         |               |      |
| black |     |                               |               |      |
| B     |     |                               |               |      |
| ackgr |     |                               |               |      |
| ound) |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | C   | \<white\>Value\</white\>      |               |      |
| (     | D-2 |                               |               |      |
| black |     |                               |               |      |
| b     |     |                               |               |      |
| ackgr |     |                               |               |      |
| ound) |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| H     | BC  |                               | \[numl        |      |
| idden | D-2 |                               | iststudents\] |      |
| Field |     |                               | = 1           |      |
+-------+-----+-------------------------------+---------------+------+
| Re    |     |                               |               |      |
| peat: |     |                               |               |      |
| Rep   |     |                               |               |      |
| eated |     |                               |               |      |
| \[    |     |                               |               |      |
| total |     |                               |               |      |
| numus |     |                               |               |      |
| erfie |     |                               |               |      |
| lds\] |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | B-3 | \<Bold\>\[Counter\]\</Bold\>  | Starts at 1   |      |
| (gray |     |                               | and           |      |
| b     |     |                               | increments on |      |
| ackgr |     |                               | each new row  |      |
| ound) |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | C   | \<Bold\>\[                    |               |      |
| (gray | D-3 | szUserDefDesc\]\[#\]\</Bold\> |               |      |
| b     |     |                               |               |      |
| ackgr |     |                               |               |      |
| ound) |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
|       |     |                               | Display the   |      |
|       |     |                               | value in      |      |
|       |     |                               | static text   |      |
|       |     |                               | If            |      |
|       |     |                               | \[szStud      |      |
|       |     |                               | entListMode\] |      |
|       |     |                               | = '1'.        |      |
|       |     |                               |               |      |
|       |     |                               | Display the   |      |
|       |     |                               | value in      |      |
|       |     |                               | control field |      |
|       |     |                               | if            |      |
|       |     |                               | \[szStud      |      |
|       |     |                               | entListMode\] |      |
|       |     |                               | = '2':        |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | C   | \[szUserDefData\]\[#\]        | \[szStudentUs | 8    |
| Field | D-3 | (converted in the MM/DD/CCYY  | erValueXX#\], |      |
|       |     | format)                       | where \# is   |      |
| (gray |     |                               | the value of  |      |
| b     |     |                               | \[Counter\]   |      |
| ackgr |     |                               |               |      |
| ound) |     |                               | Displayed if  |      |
|       |     |                               | \[sz          |      |
|       |     |                               | UserDefType\] |      |
|       |     |                               | = 1           |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | C   | \[szUserDefData\]\[#\]        | \[szStudentUs | 10   |
| Field | D-3 |                               | erValueXX#\], |      |
|       |     |                               | where \# is   |      |
| (gray |     |                               | the value of  |      |
| b     |     |                               | \[Counter\]   |      |
| ackgr |     |                               |               |      |
| ound) |     |                               | IsNum()       |      |
|       |     |                               |               |      |
|       |     |                               | Displayed if  |      |
|       |     |                               | \[sz          |      |
|       |     |                               | UserDefType\] |      |
|       |     |                               | = 2           |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | C   | \[szUserDefData\]\[#\]        | \[szStudentUs | 40   |
| Field | D-3 |                               | erValueXX#\], |      |
|       |     |                               | where \# is   |      |
| (gray |     |                               | the value of  |      |
| b     |     |                               | \[Counter\]   |      |
| ackgr |     |                               |               |      |
| ound) |     |                               | Displayed if  |      |
|       |     |                               | \[sz          |      |
|       |     |                               | UserDefType\] |      |
|       |     |                               | = 3           |      |
+-------+-----+-------------------------------+---------------+------+
| Dro   | C   | \[szUserDefData\]\[#\]        | \[szStudentUs | 1    |
| pdown | D-3 | (converted to Yes/No)         | erValueXX#\], |      |
| (gray |     |                               | where \# is   |      |
| b     |     |                               | the value of  |      |
| ackgr |     |                               | \[Counter\]   |      |
| ound) |     |                               |               |      |
|       |     |                               | Y=Yes         |      |
|       |     |                               |               |      |
|       |     |                               | N=No          |      |
|       |     |                               |               |      |
|       |     |                               | Dispalyed if  |      |
|       |     |                               | \[sz          |      |
|       |     |                               | UserDefType\] |      |
|       |     |                               | = 4           |      |
+-------+-----+-------------------------------+---------------+------+
| End   |     |                               |               |      |
| R     |     |                               |               |      |
| epeat |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Co    | C   | Save (btn_save.gif)           | \[dowh        |      |
| mmand | D-4 |                               | at\]='submit' |      |
| B     |     |                               | and submit    |      |
| utton |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Co    | C   | Cancel (btn_cancel.gif)       | display       |      |
| mmand | D-4 |                               | javascript    |      |
| B     |     |                               | confirmation  |      |
| utton |     |                               | message "If   |      |
|       |     |                               | you cancel,   |      |
|       |     |                               | you will lose |      |
|       |     |                               | all changes.  |      |
|       |     |                               | Are you sure  |      |
|       |     |                               | you wish to   |      |
|       |     |                               | cancel?"      |      |
|       |     |                               |               |      |
|       |     |                               | OK --         |      |
|       |     |                               | \[do          |      |
|       |     |                               | what\]=cancel |      |
|       |     |                               | & submit,     |      |
|       |     |                               |               |      |
|       |     |                               | Cancel --     |      |
|       |     |                               | return to     |      |
|       |     |                               | form          |      |
+-------+-----+-------------------------------+---------------+------+
| Co    | Sub | Previous (btn_prev.gif)       | \[            |      |
| mmand | foo |                               | dowhat\]=prev |      |
| B     | ter |                               | and submit    |      |
| utton |     |                               |               |      |
+-------+-----+-------------------------------+---------------+------+

TRACEABILITY TO 2004-2005 CRAD -- 23

### 3.2.9.20 "Student Listing: Update Records" Page

ACTION: NO CHANGE

WHAT: \"Student Listing: Update Records\" page; this page allows the
user to view and/or update student records in their IA Tool database.

ACCESSED FROM: "Student Listing" page; "Update Records" option

WEB BROWSER TITLE: Student Listing: Update Records - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Student Listing"
page

For detailed design of the page, see 3.2.9.18 (ia_stud_list.jsp).

TRACEABILITY TO 2004-2005 CRAD -- 20, 23

TRACEABILITY TO 2005-2006 CRAD -- STUDENT LISTING 01

### 3.2.9.21 "User-Specified Fields: Update" Page

ACTION: NO CHANGE

WHAT: "User-Specified Field: Update" page; this page allows the user to
view and/or update a student's User- Specified Data in their IA Tool
database.

ACCESSED FROM: "Student Listing: Update Records" page; \<Original SSN\>

\- Populate all fields with their previously saved values

WEB BROWSER TITLE: User-Specified Fields: Update - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Student Listing:
Update Records" page

INPUT CONTROL AND EDITING:

\- Display the student's Original SSN and Name. Display in the following
format:

\<nnn-nn-nnnn\> \<First Name\> \<Middle Initial\>. \<Last Name\>

For the student record, display the following:

+------------------+---------------------------------------------------+
| Text or          | Action/Field Content                              |
| Description      |                                                   |
+------------------+---------------------------------------------------+
| \<Field          | Display only.                                     |
| Description\>    |                                                   |
|                  | Display all the \<Field\> descriptions from the   |
|                  | User-Specificed Fields Add page.                  |
+------------------+---------------------------------------------------+
| \<Value\>        | Length and Valid Field Content = Dependent on the |
|                  | \<Type\> and \<Length\> for the field as defined  |
|                  | on the User-Specificed Fields Update page; Not    |
|                  | required.                                         |
|                  |                                                   |
|                  | -   If Type = Date, then Valid Field Content =    |
|                  |     any valid date                                |
|                  |                                                   |
|                  | -   If Type = Numeric, then Valid Field Content = |
|                  |     0-9, Space                                    |
|                  |                                                   |
|                  | -   If Type = String, then Valid Field Content =  |
|                  |     ASCII Characters 32-126                       |
|                  |                                                   |
|                  | -   If Type = Yes/No, then Valid Field Content =  |
|                  |     Yes, No                                       |
+------------------+---------------------------------------------------+
| \<Save\> Command | Validates page and saves valid updates/changes to |
| Button           | the IA Tool database.                             |
+------------------+---------------------------------------------------+
| \<Cancel\>       | Do not validate the page or save updates/changes  |
| Command Button   | to the IA Tool database; return the user to the   |
|                  | "Student Listing: Update Records" page.           |
+------------------+---------------------------------------------------+

For detailed design of the page, see 3.2.9.19 (ia_stud_user.jsp).

TRACEABILITY TO 2004-2005 CRAD -- 23

### 3.2.9.22 "Student Listing: Delete Records" Page

ACTION: NO CHANGE

WHAT: \"Student Listing: Delete Records\" page; this page allows the
user to view and/or delete student records in their IA Tool database.

ACCESSED FROM: "Student Listing" page; "Delete Records" option

WEB BROWSER TITLE: Student Listing: Delete Records - FAA Access to CPS
Online - U.S. Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Previous\> Command Button; takes the user to the "Student Listing"
page

For detailed design of the page, see 3.29.18 (ia_stud_list.jsp).

TRACEABILITY TO 2004-2005 CRAD -- 20, 21

TRACEABILITY TO 2005-2006 CRAD -- STUDENT LISTING 01

### 3.2.9.24 "Export" Page

ACTION: UPDATE

WHAT: "Export" page; this page allows the user to initiate the placement
of a report on SAIG containing a listing of the Original SSNs for all
the student records in their IA Tool database.

ACCESSED FROM: Left Nav Bar, \"Export\" option

WEB BROWSER TITLE: Export - FAA Access to CPS Online - U.S. Department
of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Next\> Command Button; initiates the placement of a report on SAIG
containing a listing of the Original SSNs for all the student records in
the user's IA Tool database.

\- If no student records exist in the user's IA Tool database, then do
not initiate the placement of the report on SAIG.

-   Report title = IA Tool SSN List Export; Message Class = IATX07OP.
    Include:

\- Student's Original SSN (The student\'s original SSN as initially
processed by the CPS)

> \- Student's Original Name ID (The first two characters of last name
> as processed initially by the CPS)
>
> \- Initial Transaction Number (the CPS transaction number of this ISIR
> identified as being the Initial Transaction Number)
>
> \- Paid On Transaction Number (the CPS transaction number of this ISIR
> identified as being the Paid On Transaction Number)

\- Display a "Confirmation" page (see 3.2.9.28 and 3.2.9.28.6) upon
completion of the Export process. Include the number of student records
in the file exported on the Confirmation page.

FILE RECORD LAYOUT:

+------+------+-----+------------+-----------------------------------+
| **F  | *    | *   | **Field    | **ISIR Field**                    |
| ield | *Sta | *en | Length**   |                                   |
| N    | rt** | d** |            |                                   |
| o.** |      |     |            |                                   |
|      | **po | **  |            |                                   |
|      | s.** | pos |            |                                   |
|      |      | .** |            |                                   |
+------+------+-----+------------+-----------------------------------+
| 1.   | 1    | 9   | 9          | Original Social Security Number   |
|      |      |     |            |                                   |
|      |      |     |            | The student\'s original SSN as    |
|      |      |     |            | initially processed by the CPS.   |
+------+------+-----+------------+-----------------------------------+
| 2.   | 10   | 11  | 2          | Original Name ID                  |
|      |      |     |            |                                   |
|      |      |     |            | The first two characters of last  |
|      |      |     |            | name as processed initially by    |
|      |      |     |            | the CPS.                          |
+------+------+-----+------------+-----------------------------------+
| 3.   | 12   | 13  | 2          | Initial Transaction Number        |
|      |      |     |            |                                   |
|      |      |     |            | The CPS transaction number of     |
|      |      |     |            | this ISIR identified as being the |
|      |      |     |            | Initial Transaction Number.       |
+------+------+-----+------------+-----------------------------------+
| 4.   | 14   | 15  | 2          | Paid On Transaction Number        |
|      |      |     |            |                                   |
|      |      |     |            | The CPS transaction number of     |
|      |      |     |            | this ISIR identified as being the |
|      |      |     |            | Paid On Transaction Number.       |
+------+------+-----+------------+-----------------------------------+

\"Export\" page (ia_export.jsp -- Secure)

(FAA Template #2)

  --------- --------- -------------------------------- ---------------- --------
  Control   Format    Text or Description              Field Content    Field
  Type                                                                  Length

  H2 Text   BCD--1    Export                                            

  Text      BC-1      Select \<Link\>Next\</link\> to  \<Link\>         
                      export the \<Bold\>Full SSN      executes the     
                      List\</Bold\> to your SAIG       same as the Next 
                      mailbox. This file is sent to    command button   
                      your SAIG mailbox in the                          
                      IATX07OP message class.                           

  Command   subfoot   Next (btn_next.gif)              \[dowhat\] =     
  Button                                               "next" and       
                                                       submit           
  --------- --------- -------------------------------- ---------------- --------

TRACEABILITY TO 2004-2005 CRAD -- 25, 28

TRACEABILITY TO 2005-2006 CRAD -- GENERAL 02

TRACEABILITY TO 2006-2007 CRAD -- EX 01

### 3.2.9.25 "Data Validation" Page

ACTION: [UPDATE]{.mark}

WHAT: "Data Validation" page; this page allows the user to initiate a
process that prepares data in their IA Tool database for meaningful
analysis.

ACCESSED FROM: Left Nav Bar, \"Data Validation\" option

WEB BROWSER TITLE: Data Validation - FAA Access to CPS Online - U.S.
Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

Display the following text on the page:

Running the Data Validation process will delete ***n*** student records.

\[Where ***n*** = (number of student records whose Initial transaction
is blank and whose Paid On transaction is not blank) plus (number of
student records whose Paid On transaction is blank and whose Initial
transaction is not blank)\]

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7),
plus the following:

\- \<Next\> Command Button; initiates the Data Validation Process as
follows:

If this button is selected, then display the following text in a message
dialog:

Data Validation should not be performed until "Initial" and "Paid On"
records have both been uploaded. Continuing with Data Validation will
delete all student records for which both "Initial" and "Paid On"
records have not been uploaded. Continue?

\- Include 'OK' and 'Cancel' buttons on this dialog box.

\- If 'Cancel' is selected, then return the user to the "Data
Validation" page (i.e., the page they are currently on).

\- If 'OK' is selected, then:

-   Delete "unmatched" records (i.e., records for which an Initial
    transaction and a Paid On transaction don't both exist) from the
    user's IA Tool database.

-   Calculate and store Initial and Paid On Pell Awards as follows:

> \- Use the \'Federal Pell Grant Program, Regular Payment Schedule for
> Determining Full-Time Scheduled Awards in the 2006-2007 Award Period\'
> table for determining Scheduled Pell Awards (see 3.2.9.25.1 for a
> quick reference for calculating Pell Awards).
>
> \- Use the EFC from the record and a Pell Cost of Attendance \> \$4050
> when determining Scheduled Pell Awards (see 3.2.9.25.1 for a quick
> reference for calculating Pell Awards).
>
> \- Set the Pell Award to 0 (zero) for records that are not Pell
> eligible (i.e., Pell Grant Eligibility Flag from ISIR is false/no).

-   Calculate the difference between the Initial Pell Award and the Paid
    On Pell Award for each record in the IA Tool database and store that
    difference with each record validated in the user's IA Tool
    database. \<Difference\> = \<Paid On value\> - \<Initial value\>

-   Calculate the Field Differences between Initial and Paid On values
    of numeric fields and stores those differences with each record
    validated in the user's IA Tool database; don't include fields where
    a numeric value is used to represent a non-numeric value (e.g., 1 =
    1^st^ bachelor's degree). \<Difference\> = \<Paid On value\> -
    \<Initial value\>

-   If Initial and Paid On values are different for a field, then
    indicate in the user's IA Tool database that that field has changed
    for the record validated.

-   Calculate the total number of field changes by student record and
    store that number for each student record validated in the user's IA
    Tool database.

-   Display a "Confirmation" page (see 3.2.9.28 and 3.29.28.7) upon
    completion of the Data Validation process. Include, on the
    Confirmation page, the number of student records deleted and the
    number of students records not deleted.

-   Upon completion of the Data Validation process, generate and display
    a report listing the records that were removed during the Data
    Validation process. Include:

\- Student's Original SSN

\- Student's Name ID

\- Count of total number of records removed

Use the following sample as a guide:

Error Report

  ----------- -------- --------------------------------------------------
  Original    Name ID  Error
  SSN                  

  001010001   MP       TRANSACTION DOES NOT HAVE A PAID ON TRANSACTION

  555102003   CK       TRANSACTION DOES NOT HAVE AN INITIAL TRANSACTION
  ----------- -------- --------------------------------------------------

\"Data Validation\" page (ia_data_validation.jsp -- Secure)

(FAA Template #2)

+-------+----+-------------------------------+----------------+------+
| Co    | Fo | Text or Description           | Field Content  | F    |
| ntrol | rm |                               |                | ield |
| Type  | at |                               |                | Le   |
|       |    |                               |                | ngth |
+-------+----+-------------------------------+----------------+------+
| H2    | B  | Data Validation               |                |      |
| Text  | CD |                               |                |      |
|       | -1 |                               |                |      |
+-------+----+-------------------------------+----------------+------+
| Text  | B  | Running the Data Validation   | \<iCount\>     |      |
|       | CD | process will delete           | displays the   |      |
|       | -1 | \<iCount\> student records.   | total of       |      |
|       |    | Select \<Link\>Next\</Link\>  | initial only   |      |
|       |    | to validate your student      | records + paid |      |
|       |    | records.                      | on only        |      |
|       |    |                               | records.       |      |
|       |    | This process must be          |                |      |
|       |    | successfully completed prior  |                |      |
|       |    | to performing Analysis of     |                |      |
|       |    | Data functions.               |                |      |
+-------+----+-------------------------------+----------------+------+
| Co    | s  | Next (btn_next.gif)           | Display "Data  |      |
| mmand | ub |                               | Validation     |      |
| B     | fo |                               | should not be  |      |
| utton | ot |                               | performed      |      |
|       |    |                               | until          |      |
|       |    |                               | \'Initial\'    |      |
|       |    |                               | and \'Paid     |      |
|       |    |                               | On\' records   |      |
|       |    |                               | have both been |      |
|       |    |                               | uploaded.      |      |
|       |    |                               | Continuing     |      |
|       |    |                               | with Data      |      |
|       |    |                               | Validation     |      |
|       |    |                               | will delete    |      |
|       |    |                               | all student    |      |
|       |    |                               | records for    |      |
|       |    |                               | which both     |      |
|       |    |                               | \'Initial\'    |      |
|       |    |                               | and \'Paid     |      |
|       |    |                               | On\' records   |      |
|       |    |                               | have not been  |      |
|       |    |                               | uploaded.      |      |
|       |    |                               | Continue?"     |      |
|       |    |                               |                |      |
|       |    |                               | If the use r   |      |
|       |    |                               | says "Yes,     |      |
|       |    |                               | then set       |      |
|       |    |                               |                |      |
|       |    |                               | \[dowhat\] =   |      |
|       |    |                               | "next" and     |      |
|       |    |                               | submit         |      |
+-------+----+-------------------------------+----------------+------+

TRACEABILITY TO 2004-2005 CRAD -- 19, 19b, 28

TRACEABILITY TO 2006-2007 CRAD -- DV 01

### 3.2.9.25.1 Calculating Pell Awards

\- Use the following logic when determining the Pell Award during the
Data Validation Process (see 3.2.9.25):

If Expected Family Contribution (EFC) = 0, then Pell Award = 4050.

If Expected Family Contribution (EFC) = 1 to 100, then Pell Award =
4000.

If Expected Family Contribution (EFC) = 101 to 200, then Pell Award =
3900.

If Expected Family Contribution (EFC) = 201 to 300, then Pell Award =
3800.

If Expected Family Contribution (EFC) = 301 to 400, then Pell Award =
3700.

If Expected Family Contribution (EFC) = 401 to 500, then Pell Award =
3600.

If Expected Family Contribution (EFC) = 501 to 600, then Pell Award =
3500.

If Expected Family Contribution (EFC) = 601 to 700, then Pell Award =
3400.

If Expected Family Contribution (EFC) = 701 to 800, then Pell Award =
3300.

If Expected Family Contribution (EFC) = 801 to 900, then Pell Award =
3200.

If Expected Family Contribution (EFC) = 901 to 1000, then Pell Award =
3100.

If Expected Family Contribution (EFC) = 1000 to 1100, then Pell Award =
3000.

If Expected Family Contribution (EFC) = 1101 to 1200, then Pell Award =
2900.

If Expected Family Contribution (EFC) = 1201 to 1300, then Pell Award =
2800.

If Expected Family Contribution (EFC) = 1301 to 1400, then Pell Award =
2700.

If Expected Family Contribution (EFC) = 1401 to 1500, then Pell Award =
2600.

If Expected Family Contribution (EFC) = 1501 to 1600, then Pell Award =
2500.

If Expected Family Contribution (EFC) = 1601 to 1700, then Pell Award =
2400.

If Expected Family Contribution (EFC) = 1701 to 1800, then Pell Award =
2300.

If Expected Family Contribution (EFC) = 1801 to 1900, then Pell Award =
2200.

If Expected Family Contribution (EFC) = 1901 to 2000, then Pell Award =
2100.

If Expected Family Contribution (EFC) = 2001 to 2100, then Pell Award =
2000.

If Expected Family Contribution (EFC) = 2101 to 2200, then Pell Award =
1900.

If Expected Family Contribution (EFC) = 2201 to 2300, then Pell Award =
1800.

If Expected Family Contribution (EFC) = 2301 to 2400, then Pell Award =
1700.

If Expected Family Contribution (EFC) = 2401 to 2500, then Pell Award =
1600.

If Expected Family Contribution (EFC) = 2501 to 2600, then Pell Award =
1500.

If Expected Family Contribution (EFC) = 2601 to 2700, then Pell Award =
1400.

If Expected Family Contribution (EFC) = 2701 to 2800, then Pell Award =
1300.

If Expected Family Contribution (EFC) = 2801 to 2900, then Pell Award =
1200.

If Expected Family Contribution (EFC) = 2901 to 3000, then Pell Award =
1100.

If Expected Family Contribution (EFC) = 3001 to 3100, then Pell Award =
1000.

If Expected Family Contribution (EFC) = 3101 to 3200, then Pell Award =
900.

If Expected Family Contribution (EFC) = 3201 to 3300, then Pell Award =
800.

If Expected Family Contribution (EFC) = 3301 to 3400, then Pell Award =
700.

If Expected Family Contribution (EFC) = 3401 to 3500, then Pell Award =
600.

If Expected Family Contribution (EFC) = 3501 to 3600, then Pell Award =
500.

If Expected Family Contribution (EFC) = 3601 to 3700, then Pell Award =
400.

If Expected Family Contribution (EFC) = 3701 to 3800, then Pell Award =
400.

If Expected Family Contribution (EFC) = 3801 to 3850, then Pell Award =
400.

If Expected Family Contribution (EFC) = 3851 to 99999, then Pell Award =
0.

TRACEABILITY TO 2004-2005 CRAD -- 19b

### 3.2.9.26 "Analysis of Data" Page

ACTION: NO CHANGE

WHAT: "Analysis of Data" page this page allows the user to access the
reporting and analysis features of the ISIR Analysis Tool.

ACCESSED FROM: Left Nav Bar, \"Analysis of Data\" option

WEB BROWSER TITLE: Analysis of Data - FAA Access to CPS Online - U.S.
Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7)

\- \<Continue\> Command Button:

\- Only display this button if the Data Validation process (see
3.2.9.25) has been completed for all student records in the IA Tool
Database.

\- If this button is selected, then open the "Dashboard" in a new
browser window, leaving the current IA Tool browser session open and the
session active (see 3.2.9.26.0 for "Dashboard" details).

\- If the logged-in school does not exist in the school database
maintained by Pearson, then do not allow the user to access the
"Dashboard".

\- \<Return\> Command Button; takes the user to the "Home/Welcome" page.

"Analysis of Data" page (ia_analysis_failure.jsp -- Secure)

(FAA Template #3)

+-------+-----+-------------------------------+---------------+------+
| Co    | For | Text or Description           | Field Content | F    |
| ntrol | mat |                               |               | ield |
| Type  |     |                               |               | Le   |
|       |     |                               |               | ngth |
+-------+-----+-------------------------------+---------------+------+
| H2    | BCD | Analysis of Data              |               |      |
| Text  | --1 |                               |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | BC  | Data validation has not been  | Displays when |      |
|       | D-2 | completed for all records.    | \[DAT         |      |
|       |     | The Analysis of Data          | AVALIDATION\] |      |
|       |     | functionality cannot be       | != 'Y'        |      |
|       |     | performed until Data          |               |      |
|       |     | Validation is complete.       |               |      |
+-------+-----+-------------------------------+---------------+------+
| Text  | BC  | Data validation has been      | Displays when |      |
|       | D-2 | completed for all records. To | \[DAT         |      |
|       |     | proceed to the Analysis of    | AVALIDATION\] |      |
|       |     | Data functionality select     | = 'Y'         |      |
|       |     | Continue. This will open in a |               |      |
|       |     | new window.                   |               |      |
|       |     |                               |               |      |
|       |     | If you upload additional ISIR |               |      |
|       |     | records while performing      |               |      |
|       |     | Analysis of Data functions,   |               |      |
|       |     | be sure to run the Data       |               |      |
|       |     | Validation process so your    |               |      |
|       |     | student records are           |               |      |
|       |     | re-validated prior to         |               |      |
|       |     | resuming Analysis of Data     |               |      |
|       |     | functions.                    |               |      |
+-------+-----+-------------------------------+---------------+------+
| Co    | BC  | Continue (btn_continue.gif)   | Submits to    |      |
| mmand | D-2 |                               | webFocus url  |      |
| B     |     |                               |               |      |
| utton |     |                               | Dev           |      |
|       |     |                               | --4.20.18.48/ |      |
|       |     |                               | ibi_apps/w    |      |
|       |     |                               | orp/jsp/WORP_ |      |
|       |     |                               | Login_new.jsp |      |
|       |     |                               |               |      |
|       |     |                               | Test -        |      |
|       |     |                               | https://      |      |
|       |     |                               | faaisirt      |      |
|       |     |                               | st.ed.gov:844 |      |
|       |     |                               | 5/ibi_apps/wo |      |
|       |     |                               | rp/jsp/WORP_L |      |
|       |     |                               | ogin_0506.jsp |      |
|       |     |                               |               |      |
|       |     |                               | <https://     |      |
|       |     |                               | faaisir.ed.go |      |
|       |     |                               | v/ibi_apps/wo |      |
|       |     |                               | rp/jsp/WORP_L |      |
|       |     |                               | ogin_new.jsp> |      |
|       |     |                               |               |      |
|       |     |                               | Also submit a |      |
|       |     |                               | decrypted     |      |
|       |     |                               | \[szKey\] in  |      |
|       |     |                               | the query     |      |
|       |     |                               | string. See   |      |
|       |     |                               | DDD 56-632    |      |
|       |     |                               | for the       |      |
|       |     |                               | format of the |      |
|       |     |                               | key for       |      |
|       |     |                               | WebFOCUS.     |      |
+-------+-----+-------------------------------+---------------+------+
| Co    | Sub | Return (btn_return.gif)       | \[dowh        |      |
| mmand | foo |                               | at\]=display, |      |
| B     | ter |                               | \[pageid\]=10 |      |
| utton |     |                               | and submits   |      |
+-------+-----+-------------------------------+---------------+------+

TRACEABILITY TO 2004-2005 CRAD -- 9

TRACEABILITY TO 2005-2006 CRAD -- GENERAL 05, DATA VALIDATION 02

### 3.2.9.26.0 "Dashboard"

ACTION: NO CHANGE

WHAT: "Dashboard"

ACCESSED FROM: Left Nav Bar, \"Analysis of Data\" option

WEB BROWSER TITLE: Analysis of Data - U.S. Department of Education

See 3.2.9.26 for details on how the "Dashboard" is accessed.

Definition: "Dashboard" -- WebFOCUS Business Intelligence Dashboard; IBI
tool. Term used to describe the page from which IA Tool reports are
generated. This page is also used to choose parameters and formatting
options for reports.

Include the following components on the "Dashboard":

-   Folders Pane from which standard reports and ad hoc reports can be
    generated (see 3.2.9.26.1).

-   Two Report Panes that display pre-defined summary report data (see
    3.2.9.26.2).

TRACEABILITY TO 2004-2005 CRAD -- 9

### 3.2.9.26.1 "Dashboard" Folders Pane

ACTION: [UPDATE]{.mark}

WHAT: "Dashboard" Folders Pane; the options included allow the user to
generate reports.

Include the following report options in the Folders Pane on the
"Dashboard":

-   "Standard Reports" Folder

    -   "IA Tool 2006-2007" Folder

        -   Sample Summary (see 3.2.9.26.8)

        -   Verification Summary (see 3.2.9.26.9)

        -   Field Change (see 3.2.9.26.10)

        -   Field Increments (see 3.2.9.26.15)

        -   Pell Eligibility by Dependency Status (see 3.2.9.26.11)

        -   Verification Tracking Flags (see 3.2.9.26.20)

        -   Student Listing (see 3.2.9.26.12)

        -   Student Detail (see 3.2.9.26.13)

-   "Reporting Objects" Folder

    -   "Custom Reports" Folder

        -   Ad Hoc; allows the user to define and customize report
            criteria. Once Ad Hoc Custom Report criteria (including
            "where" statements) is defined, that criteria can be saved
            as a new report and that new report will display under the
            "My Reports" option for subsequent usage.

            -   If the logged-in user is from a school that is a Quality
                Assurance Program participant, then allow the user to
                designate a report to be "shared", so that it displays
                in the "Shared Reports" folder, at the time the report
                is saved. For a list of schools that are Quality
                Assurance Program participants, see
                [\\\\Iccps1\\CPSLAN\\CPS0607\\Functional
                Specifications\\Attachments\\QA 05-06
                FSC.xls](../../../../../../../../CPSLAN/CPS0607/Functional%20Specifications/Attachments/QA%2005-06%20FSC.xls).

        -   Quality Assurance Listing (see 3.2.9.26.19)

-   "My Reports" Folder

    -   "Custom Reports" Folder; allows the user to select from a list
        of previously saved user-defined Ad Hoc reports.

        -   If the logged-in user is from a school that is a Quality
            Assurance Program participant, then allow the user to
            designate a report to be "shared", so that it displays in
            the "Shared Reports" folder. For a list of schools that are
            Quality Assurance Program participants, see
            [\\\\Iccps1\\CPSLAN\\CPS0607\\Functional
            Specifications\\Attachments\\QA 05-06
            FSC.xls](../../../../../../../../CPSLAN/CPS0607/Functional%20Specifications/Attachments/QA%2005-06%20FSC.xls).

-   "Shared Reports" folder; allows logged-in users who are from schools
    that are Quality Assurance Program participants to select from a
    list of previously shared Ad Hoc / Custom Reports. Note: Display all
    reports shared by any Quality Assurance Participant school, not just
    reports shared by the logged-in school. For a list of schools that
    are Quality Assurance Program participants, see
    [\\\\Iccps1\\CPSLAN\\CPS0607\\Functional
    Specifications\\Attachments\\QA 05-06
    FSC.xls](../../../../../../../../CPSLAN/CPS0607/Functional%20Specifications/Attachments/QA%2005-06%20FSC.xls).

TRACEABILITY TO 2004-2005 CRAD -- 19, 27

TRACEABILITY TO 2005-2006 CRAD -- REPORTS 09

TRACEABILITY TO 2006-2007 CRAD -- AH 01

### 3.2.9.26.2 "Dashboard" Report Panes

ACTION: NO CHANGE

WHAT: "Dashboard" Report Panes

There shall be two panes on the "Dashboard" for the following reports:

1\. Sample Summary (see 3.2.9.26.8)

2\. Verification Summary (see 3.2.9.26.9)

TRACEABILITY TO 2004-2005 CRAD -- 16, 17, 19

### 3.2.9.26.3 Report Outputs

Enable the following functionality for reports:

-   Allow the Standard Reports to be output in the following formats:

    -   .xls (Microsoft Excel Worksheet)

    -   .html (HTML Document)

    -   .pdf (Adobe Acrobat Document)

-   Allow reports to be sent to a printer via the menu bar using the
    File -- Print options.

TRACEABILITY TO 2004-2005 CRAD -- 3

### 3.2.9.26.4 Dollar Amount Formats

For reporting purposes, display dollar amounts as follows:

-   Do not display leading zeros.

-   Do not display a decimal point.

-   Do not display cents.

-   Use normal rounding rules when displaying calculated dollar amounts.
    I.e., round cents amounts between .00 and .49 down to the nearest
    dollar, and rounds cents amounts between .50 and .99 up to the next
    dollar.

TRACEABILITY TO 2004-2005 CRAD -- 6

### 3.2.9.26.5 Percentage Formats

For reporting purposes, display percentages as follows:

-   Calculate percentages to four places and round to three places
    unless otherwise indicated.

For example:

-   Example 1: If the calculated value = .3333, round to .333 and
    display 33.3%

-   Example 2: If the calculated value = .4000, round to .400 and
    display 40.0%

-   Example 3: If the calculated value = .4004, round to .400 and
    display 40.0%

-   Example 4: If the calculated value = .4005, round to .401 and
    display 40.1%

TRACEABILITY TO 2004-2005 CRAD -- 7

### 3.2.9.26.6 Standard IA Tool Report Header

ACTION: [UPDATE]{.mark}

WHAT: Standard Report Header; display a common set of components at the
top of each page, for all Standard reports, unless indicated otherwise.

Include the following components:

\- \<U.S. DEPARTMENT OF EDUCATION\> Text (left-justified); display text
as is

\- \<2006-2007 ISIR Analysis Tool\> Text (right-justified); display text
as is

\- \<Federal School Code:\> Text (left-justified); display the six-digit
Federal School Code of the logged-in user

\- \<School Name:\> Text (right-justified); display the School Name of
the logged-in user

\- **\<Report Name\>** display the name of the selected report
(center-justified)

\- \<THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE
PRIVACY ACT\> Text (center-justified); display text as is

\- \<Criteria:\> Text (left-justified); display the criteria (i.e., any
"Drill Down" criteria, "Where" statements or Filters) applied to the
report.

Use the following sample as a guide:

U.S. DEPARTMENT OF EDUCATION              2006-2007 ISIR Analysis Tool

Federal School Code: 002495          School Name: TRUMAN STATE
UNIVERSITY

                                **\<Report Name\>**

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

Criteria:

CPS Verification Flag = Y

TRACEABILITY TO 2004-2005 CRAD -- 8

TRACEABILITY TO 2005-2006 CRAD -- REPORTS 28

### 3.2.9.26.7 Standard IA Tool Report Footer

ACTION: NO CHANGE

WHAT: Standard Report Footer; display a common set of components at the
bottom of each page, for all Standard reports, unless indicated
otherwise.

\- Only include the Standard Report Footer when a Standard Report is
output in the .pdf (Adobe Acrobat Document) format.

Include the following components:

\- \<Report Date\> Display the current date in mm/dd/yyyy format

\- \<PAGE:\> Text (right-justified); display the page number of the
report

Use the following sample as a guide:

03/12/2006                                                      PAGE:  
1

TRACEABILITY TO 2004-2005 CRAD -- 8

### 3.2.9.26.7.2 Ad Hoc / Custom Report Footer

ACTION: CREATE

WHAT: Ad Hoc / Custom Report Footer; display a common set of components
at the bottom of all Ad Hoc / Custom Reports, unless indicated
otherwise.

Include the following components:

\- Report Sample Size: \<Number of records in the report\> Display the
total number of student records included in the Ad Hoc / Custom Report
report that meet the report criteria.

Use the following sample as a guide:

Report Sample Size: 1500

TRACEABILITY TO 2006-2007 CRAD -- AH 03

### 3.2.9.26.7.3 Ad Hoc / Custom Report Fields

Allow the user to select one or more fields from a pre-defined list of
fields available for Field Selection and for Selection Criteria for Ad
Hoc reports.

\- See Appendix 1 for the list of available fields for Ad Hoc reports.

\- In the list of fields available for Field Selection and for Selection
Criteria for Ad Hoc reports, list the \"assumed\" fields (ASM\_\*.\*) at
the bottom of the list in ascending alphabetical order.

TRACEABILITY TO 2006-2007 CRAD -- AH 04b

[]{#__RefHeading___Toc109794950 .anchor}**3.2.9.26.8 "Sample Summary"
Report**

ACTION: NO CHANGE

WHAT: "Sample Summary" Report; this report is one of the Standard
reports available from the Folders Pane on the Dashboard and also
displays by default in the first (i.e., top) "Dashboard" pane and
displays a variety of summary data for the entire IA Tool Database
student record population.

REPORT HEADER: Display the standard IA Tool Report Header (see
3.2.9.26.6)

REPORT FOOTER: Display the standard IA Tool Report Footer (see
3.2.9.26.7)

Note: A student record consists of Initial values and Paid On values;
the Initial values and Paid On values are not considered to be separate
student records.

Display the following for this report:

+----------------+-----------------------------------------------------+
| Text or        | Action/Field Content                                |
| Description    |                                                     |
+----------------+-----------------------------------------------------+
| Report Sample  | Total number of student records in the IA Tool      |
| Size           | Database (Dashboard Report), or                     |
|                |                                                     |
|                | Total number of student records included in the     |
|                | report that meet the report criteria (Standard      |
|                | Report).                                            |
+----------------+-----------------------------------------------------+
| Total          | Total number of student records in the IA Tool      |
| Dependent Pell | Database whose Dependency Status is "Dependent" and |
| Eligible       | whose Pell Grant Eligibility Flag from the ISIR is  |
|                | true/yes.                                           |
+----------------+-----------------------------------------------------+
| Total          | Total number of student records in the IA Tool      |
| Dependent Pell | Database whose Dependency Status is "Dependent" and |
| Ineligible     | whose Pell Grant Eligibility Flag from the ISIR is  |
|                | false/no.                                           |
+----------------+-----------------------------------------------------+
| Total          | Total number of student records in the IA Tool      |
| Independent    | Database whose Dependency Status is "Independent"   |
| Pell Eligible  | and whose Pell Grant Eligibility Flag from the ISIR |
|                | is true/yes.                                        |
+----------------+-----------------------------------------------------+
| Total          | Total number of student records in the IA Tool      |
| Independent    | Database whose Dependency Status is "Independent"   |
| Pell           | and whose Pell Grant Eligibility Flag from the ISIR |
| Ineligible     | is false/no.                                        |
+----------------+-----------------------------------------------------+
| Total Fields   | Total number of fields in the IA Tool Database      |
| Changed        | whose Initial value is not equal to its Paid On     |
|                | value.                                              |
+----------------+-----------------------------------------------------+
| Total EFC      | Total number of student records in the IA Tool      |
| Changes        | Database whose Initial EFC and Paid On EFC are not  |
|                | equal.                                              |
+----------------+-----------------------------------------------------+
| Total Pell     | Total number of student records in the IA Tool      |
| Changes        | Database whose Initial Pell Award and Paid On Pell  |
|                | Award are not equal.                                |
+----------------+-----------------------------------------------------+
| Total Initial  | Total dollar amount of all the Initial Pell Awards  |
| Pell Award     | for all the student records in the IA Tool          |
|                | Database.                                           |
+----------------+-----------------------------------------------------+
| Total Paid On  | Total dollar amount of all the Paid On Pell Awards  |
| Pell Award     | for all the student records in the IA Tool          |
|                | Database.                                           |
+----------------+-----------------------------------------------------+
| Number of      | Display the total number of student records in the  |
| Records with   | IA Tool Database whose Paid On Pell Award is        |
| Pell Increases | greater than the Initial Pell Award                 |
+----------------+-----------------------------------------------------+
| Average Pell   | For all the student records in the IA Tool Database |
| Award Increase | whose Paid On Pell Award is greater than the        |
|                | Initial Pell Award, divide (the total of the        |
|                | differences between the Paid On Pell Award and the  |
|                | Initial Pell Award) by (the total number of records |
|                | whose Paid On Pell Award is greater than the        |
|                | Initial Pell Award), and display the resulting      |
|                | dollar amount.                                      |
+----------------+-----------------------------------------------------+
| Number of      | Display the total number of student records in the  |
| Records with   | IA Tool Database whose Paid On Pell Award is less   |
| Pell Decreases | than the Initial Pell Award                         |
+----------------+-----------------------------------------------------+
| Average Pell   | For all the student records in the IA Tool Database |
| Award Decrease | whose Paid On Pell Award is less than the Initial   |
|                | Pell Award, divide (the total of the differences    |
|                | between the Paid On Pell Award and the Initial Pell |
|                | Award) by the (total number of records whose Paid   |
|                | On Pell Award is less than the Initial Pell Award), |
|                | and display the resulting dollar amount.            |
+----------------+-----------------------------------------------------+
| Total Initial  | Display the total number of student records in the  |
| Pell Eligible  | IA Tool Database whose Initial Pell Grant           |
|                | Eligibility Flag from the ISIR is true/yes.         |
+----------------+-----------------------------------------------------+
| Percentage of  | Divide (the number of student records in the IA     |
| Initial Pell   | Tool Database whose Initial Pell Grant Eligibility  |
| Eligible       | Flag from the ISIR is true/yes) by (the total       |
|                | number of student records in the IA Tool Database), |
|                | and display the resulting percentage.               |
+----------------+-----------------------------------------------------+
| Total Initial  | Display the total number of student records in the  |
| Pell           | IA Tool Database whose Initial Pell Grant           |
| Ineligible     | Eligibility Flag from the ISIR is false/no.         |
+----------------+-----------------------------------------------------+
| Percentage of  | Divide (the number of student records in the IA     |
| Initial Pell   | Tool Database whose Initial Pell Grant Eligibility  |
| Ineligible     | Flag from the ISIR is false/no) by (the total       |
|                | number of student records in the IA Tool Database), |
|                | and display the resulting percentage.               |
+----------------+-----------------------------------------------------+
| Total Paid On  | Display the total number of student records in the  |
| Pell Eligible  | IA Tool Database whose Paid On Pell Grant           |
|                | Eligibility Flag from the ISIR is true/yes.         |
+----------------+-----------------------------------------------------+
| Percentage of  | Divide (the number of student records in the IA     |
| Paid On Pell   | Tool Database whose Paid On Pell Grant Eligibility  |
| Eligible       | Flag from the ISIR is true/yes) by (the total       |
|                | number of student records in the IA Tool Database), |
|                | and display the resulting percentage.               |
+----------------+-----------------------------------------------------+
| Total Paid On  | Display the total number of student records in the  |
| Pell           | IA Tool Database whose Pell Grant Eligibility Flag  |
| Ineligible     | from the ISIR is false/no.                          |
+----------------+-----------------------------------------------------+
| Percentage of  | Divide (the number of student records in the IA     |
| Paid On Pell   | Tool Database whose Pell Grant Eligibility Flag     |
| Ineligible     | from the ISIR is false/no) by (the total number of  |
|                | student records in the IA Tool Database), and       |
|                | display the resulting percentage.                   |
+----------------+-----------------------------------------------------+

Use the following sample as a guide:

U.S. DEPARTMENT OF EDUCATION                 2006-2007 ISIR Analysis
Tool

Federal School Code: 002495          School Name: TRUMAN STATE
UNIVERSITY

> **Sample Summary**

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

Criteria:

\<Criteria\>

Report Sample Size: 500

> Total Dependent Pell Eligible: 100
>
> Total Dependent Pell Ineligible: 200
>
> Total Independent Pell Eligible: 50
>
> Total Independent Pell Ineligible: 150
>
> Total Fields Changed: 749
>
> Total EFC Changes: 216
>
> Total Pell Changes: 499
>
> Total Initial Pell Award: \$962,500
>
> Total Paid On Pell Award: \$981,750
>
> Number of Records with Pell Increases: 196
>
> Average Pell Award Increase: \$98
>
> Number of Records with Pell Decreases: 7
>
> Average Pell Award Decrease: \$1029
>
> Total Initial Pell Eligible: 173
>
> Percentage of Initial Pell Eligible: 35%
>
> Total Initial Pell Ineligible: 327
>
> Percentage of Initial Pell Ineligible: 65%
>
> Total Paid On Pell Eligible: 219
>
> Percentage of Paid On Pell Eligible: 44%
>
> Total Paid On Pell Ineligible: 281
>
> Percentage of Paid On Pell Ineligible: 56%

03/12/2006                                                      PAGE:  
1

TRACEABILITY TO 2004-2005 CRAD -- 2, 3, 6, 7, 10, 17, 23, 25, 26

### 3.2.9.26.9 "Verification Summary" Report

ACTION: [UPDATE]{.mark}

WHAT: "Verification Summary" Report; this report is one of the Standard
reports available from the Folders Pane on the Dashboard and also
displays by default in the second (i.e., bottom) Dashboard pane and
displays a variety of School Verification and CPS Verification summary
data for the entire IA Tool Database student record population.

REPORT HEADER: Display the standard IA Tool Report Header (see
3.2.9.26.6)

REPORT FOOTER: Display the standard IA Tool Report Footer (see
3.2.9.26.7)

Display the following for this report:

+----------------+-----------------------------------------------------+
| Text or        | Action/Field Content                                |
| Description    |                                                     |
+----------------+-----------------------------------------------------+
| Report Sample  | Total number of student records in the IA Tool      |
| Size           | Database (Dashboard Report), or                     |
|                |                                                     |
|                | Total number of student records included in the     |
|                | report that meet the report criteria (Standard      |
|                | Report).                                            |
+----------------+-----------------------------------------------------+
| School         | Total number of student records in the IA Tool      |
| Selected for   | Database whose School Verification Flag is          |
| Verification   | Yes/Selected.                                       |
+----------------+-----------------------------------------------------+
| School         | Total number of student records in the IA Tool      |
| Selected --    | Database whose School Verification Flag is          |
| EFC Increase   | Yes/Selected and whose Initial EFC is less than the |
|                | Paid On EFC.                                        |
+----------------+-----------------------------------------------------+
| School         | Total number of student records in the IA Tool      |
| Selected --    | Database whose School Verification Flag is          |
| EFC Decrease   | Yes/Selected and whose Initial EFC is greater than  |
|                | the Paid On EFC.                                    |
+----------------+-----------------------------------------------------+
| School Not     | Total number of student records in the IA Tool      |
| Selected for   | Database whose School Verification Flag is No/Not   |
| Verification   | Selected.                                           |
+----------------+-----------------------------------------------------+
| School Not     | Total number of student records in the IA Tool      |
| Selected --    | Database whose School Verification Flag is No/Not   |
| EFC Increase   | Selected and whose Initial EFC is less than the     |
|                | Paid On EFC.                                        |
+----------------+-----------------------------------------------------+
| School Not     | Total number of student records in the IA Tool      |
| Selected --    | Database whose School Verification Flag is No/Not   |
| EFC Decrease   | Selected and whose Initial EFC is greater than the  |
|                | Paid On EFC.                                        |
+----------------+-----------------------------------------------------+
| Initial CPS    | Total number of student records in the IA Tool      |
| Selected for   | Database whose Initial CPS Verification Flag is     |
| Verification   | Yes/Selected.                                       |
+----------------+-----------------------------------------------------+
| Initial CPS    | Total number of student records in the IA Tool      |
| Selected --    | Database whose Initial CPS Verification Flag is     |
| EFC Increase   | Yes/Selected and whose Initial EFC is less than the |
|                | Paid On EFC.                                        |
+----------------+-----------------------------------------------------+
| Initial CPS    | Total number of student records in the IA Tool      |
| Selected --    | Database whose Initial CPS Verification Flag is     |
| EFC Decrease   | Yes/Selected and whose Initial EFC is greater than  |
|                | the Paid On EFC.                                    |
+----------------+-----------------------------------------------------+
| Initial CPS    | Total number of student records in the IA Tool      |
| Not Selected   | Database whose Initial CPS Verification Flag is     |
| for            | No/Not Selected.                                    |
| Verification   |                                                     |
+----------------+-----------------------------------------------------+
| Initial CPS    | Total number of student records in the IA Tool      |
| Not Selected   | Database whose Initial CPS Verification Flag is     |
| -- EFC         | No/Not Selected and whose Initial EFC is less than  |
| Increase       | the Paid On EFC.                                    |
+----------------+-----------------------------------------------------+
| Initial CPS    | Total number of student records in the IA Tool      |
| Not Selected   | Database whose Initial CPS Verification Flag is     |
| -- EFC         | No/Not Selected and whose Initial EFC is greater    |
| Decrease       | than the Paid On EFC.                               |
+----------------+-----------------------------------------------------+

-   If a value for any of the fields listed on the report (except
    "Report Sample Size") is selected, then display the Field Change
    Report (see 3.2.9.26.10) for the student records that are included
    in that selected value.

```{=html}
<!-- -->
```
-   Display as a graph in the Dashboard pane.

    -   If displaying as a graph, then display all the records whose
        Dependency Status is "Dependent" in a first graph and display
        all the records whose Dependency Status is "Independent" in a
        second, separate graph.

        -   Title of the "Dependent" graph: Verification Summary --
            Dependent

        -   Title of the "Independent" graph: Verification Summary --
            Independent

If printed as a Standard Report, use the following sample as a guide:

U.S. DEPARTMENT OF EDUCATION                 2006-2007 ISIR Analysis
Tool

Federal School Code: 002495          School Name: TRUMAN STATE
UNIVERSITY

> **Verification Summary**

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

Criteria:

\<Criteria\>

Report Sample Size: 500

> School Selected for Verification: 119
>
> School Selected -- EFC Increase: 100
>
> School Selected -- EFC Decrease: 18
>
> School Not Selected for Verification: 381
>
> School Not Selected -- EFC Increase: 176
>
> School Not Selected -- EFC Decrease: 200
>
> Initial CPS Selected for Verification: 500
>
> Initial CPS Selected -- EFC Increase: 0
>
> Initial CPS Selected -- EFC Decrease: 0
>
> Initial CPS Not Selected for Verification: 0
>
> Initial CPS Not Selected -- EFC Increase: 0
>
> Initial CPS Not Selected -- EFC Decrease: 0

03/12/2006                                                      PAGE:  
1

TRACEABILITY TO 2004-2005 CRAD -- 2, 3, 6, 7, 8, 10, 16, 23, 24, 25, 26

TRACEABILITY TO 2005-2006 CRAD -- REPORTS 21

TRACEABILITY TO 2006-2007 CRAD -- SR 07

### 3.2.9.26.10 "Field Change" Report

ACTION: [UPDATE]{.mark}

WHAT: "Field Change" Report; this is one of the Standard Reports
available from the Folders Pane on the Dashboard that displays data on
records whose EFC Increased/Decrease, Pell Award Increased/Decreased,
and School Verification and CPS Verification summary data for student
records whose ISIR values changed from the Initial transaction to the
Paid On transaction.

REPORT HEADER: Display the standard IA Tool Report Header (see
3.2.9.26.6)

REPORT FOOTER: Display the standard IA Tool Report Footer (see
3.2.9.26.7)

-   Display the Report Sample Size at the top of the report. Report
    Sample Size is defined as the total number of student records
    included in the report that meet the report criteria.

-   Display the following text above the EFC, Pell, and Verification
    columns:

> Percentages in the EFC, Pell, and Verification columns are based on
> the number of Records Corrected.
>
> \- Display this text so that it stands out in contrast to the other
> text on this report. Some recommended examples:
>
> \- Display the text in a different font, or with a different
> background color, or bolded and underlined, or in a text box, etc.

Display the following for this report:

+----------------+-----------------------------------------------------+
| Text or        | Action/Field Content                                |
| Description    |                                                     |
+----------------+-----------------------------------------------------+
| ISIR Field     | Display each ISIR field for which the Initial       |
|                | transaction value and the Paid On transaction value |
|                | are different in the IA Tool Database.              |
|                |                                                     |
|                | Use the field descriptions as defined for Phase 1   |
|                | (link to be added).                                 |
|                |                                                     |
|                | List the ISIR fields sorted in descending order by  |
|                | the Records Corrected #.                            |
+----------------+-----------------------------------------------------+
| Records        | For each ISIR Field, display the total number of    |
| Corrected \#   | records for which the ISIR field was corrected.     |
+----------------+-----------------------------------------------------+
| Records        | For each ISIR Field, display the percentage of      |
| Corrected %    | records for which the ISIR field was corrected.     |
|                |                                                     |
|                | Divide the number of records corrected for the      |
|                | field by the total number of records corrected for  |
|                | all ISIR fields..                                   |
+----------------+-----------------------------------------------------+
| EFC Increase % | For each ISIR Field, display the percentage of      |
|                | records whose EFC Increased when the ISIR field was |
|                | corrected.                                          |
|                |                                                     |
|                | Divide ((the number of records whose Initial EFC is |
|                | less than the Paid On EFC) and the ISIR field was   |
|                | corrected)) by (the number of records for which the |
|                | ISIR field was corrected).                          |
+----------------+-----------------------------------------------------+
| EFC Decrease % | For each ISIR Field, display the percentage of      |
|                | records whose EFC Decreased when the ISIR field was |
|                | corrected.                                          |
|                |                                                     |
|                | Divide ((the number of records whose Initial EFC is |
|                | greater than the Paid On EFC) and the ISIR field    |
|                | was corrected)) by (the number of records for which |
|                | the ISIR field was corrected).                      |
+----------------+-----------------------------------------------------+
| Pell Increase  | For each ISIR Field, display the percentage of      |
| %              | records whose Pell Award Increased when the ISIR    |
|                | field was corrected.                                |
|                |                                                     |
|                | Divide ((the number of records whose Initial Pell   |
|                | Award is less than the Paid On Pell Award) and the  |
|                | ISIR field was corrected)) by (the number of        |
|                | records for which the ISIR field was corrected).    |
+----------------+-----------------------------------------------------+
| Pell Decrease  | For each ISIR Field, display the percentage of      |
| %              | records whose Pell Award Decreased when the ISIR    |
|                | field was corrected.                                |
|                |                                                     |
|                | Divide ((the number of records whose Initial Pell   |
|                | Award is greater than the Paid On Pell Award) and   |
|                | the ISIR field was corrected)) by (the number of    |
|                | records for which the ISIR field was corrected).    |
+----------------+-----------------------------------------------------+
| School         | For each ISIR Field, display the percentage of      |
| Selected       | records that the School selected for verification   |
| Verification % | when the ISIR field was corrected.                  |
|                |                                                     |
|                | Divide ((the number of records whose School         |
|                | Verification Flag is Yes/Selected) and the ISIR     |
|                | field was corrected)) by (the number of records for |
|                | which the ISIR field was corrected).                |
+----------------+-----------------------------------------------------+
| CPS Selected   | For each ISIR Field, display the percentage of      |
| Verification % | records that CPS selected for verification when the |
|                | ISIR field was corrected.                           |
|                |                                                     |
|                | Divide ((the number of records whose Initial CPS    |
|                | School Verification Flag is Yes/ Selected) and the  |
|                | ISIR field was corrected)) by (the number of        |
|                | records for which the ISIR field was corrected).    |
+----------------+-----------------------------------------------------+

-   If an ISIR field from the list is selected, then allow the user to
    select from a pre-defined list of ISIR fields with pre-defined
    increments (see 3.2.9.26.14). If an option is selected from the
    list, then take the user to the Field Increments Report (see
    3.2.9.26.15) for the student records that are included in that
    selected ISIR field.

-   If any of the values (# or %) associated with an ISIR field from the
    list are selected, then take the user to the Pell Eligibility by
    Dependency Status Report (see 3.2.9.26.11) for the student records
    that are included in that selected value.

-   Include an option that allows the user to view only the following
    EFC-critical ISIR fields whose values changed from the Initial
    transaction to the Paid On transaction:

  -----------------------------------------------------------------------
  Student ISIR Fields                 Parent ISIR Fields
  ----------------------------------- -----------------------------------
  State of Legal Residence            State of Legal Residence

  Marital Status                      Marital Status

  Number of Family Members            Number of Family Members

  Number in College                   Number in College

  Tax Return Status                   Tax Return Status

  Type of Tax Return                  Type of Tax Return

  AGI                                 AGI

  Taxes Paid                          Taxes Paid

  Student's Income                    Father's Income

  Spouse's Income                     Mother's Income

  Income from Worksheet A             Income from Worksheet A

  Income from Worksheet B             Income from Worksheet B

  Income from Worksheet C             Income from Worksheet C

  Cash, Savings, Checking             Cash, Savings, Checking

  Investment Net Worth                Investment Net Worth

  Business/Farm Net Worth             Business/Farm Net Worth
  -----------------------------------------------------------------------

-   Display the ISIR fields sorted in descending order by the number of
    records corrected (Record Corrected #) (that is, the most-often
    corrected field at the top and the least-often corrected field at
    the bottom).

Use the following sample as a guide:

U.S. DEPARTMENT OF EDUCATION                 2006-2007 ISIR Analysis
Tool

Federal School Code: 002495          School Name: TRUMAN STATE
UNIVERSITY

> **Field Change**

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

Criteria:

\<Criteria\>

Report Sample Size: 100

  -----------------------------------------------------------------------
  **[Percentages in the EFC, Pell, and Verification columns are based on
  the number of Records Corrected.]{.mark}**

  -----------------------------------------------------------------------

Records Records EFC EFC Pell Pell School CPS

Initial Field Corrected Corrected Increase Decrease Increase Decrease
Selected Selected

\# % % % % % Verification Verification

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

PARENTS\' ADJUSTED 63 63.0% 40.8% 7.0% 30.9% 8.0% 18% 42%

GROSS INCOME

GRADE LEVEL IN 47 47.0% 6.0% 6.0% 1.0% 1.0% 37% 5%

COLLEGE

03/12/2006                                                      PAGE:  
1

TRACEABILITY TO 2004-2005 CRAD -- 2, 3, 6, 7, 8, 10, 11, 23, 25, 26

TRACEABILITY TO 2005-2006 CRAD -- REPORTS 20

TRACEABILITY TO 2006-2007 CRAD -- SR 16

### 3.2.9.26.11 "Pell Eligibility by Dependency Status" Report

ACTION: NO CHANGE

WHAT: "Pell Eligibility by Dependency Status" Report; this is one of the
Standard Reports available from the Folders Pane on the Dashboard that
displays data on Dependent and Independent students and their Pell
Eligibility.

REPORT HEADER: Display the standard IA Tool Report Header (see
3.2.9.26.6)

REPORT FOOTER: Display the standard IA Tool Report Footer (see
3.2.9.26.7)

If any of the values (# or %) associated with an ISIR field from the
list on the Field Change Report (see 3.2.9.26.10) are selected, then
display the Pell Eligibility by Dependency Status Report for the student
records that are included in that selected value.

Display the following for this report:

-   Display the Report Sample Size at the top of the report. Report
    Sample Size is defined as the total number of student records
    included in the report that meet the report criteria.

-   The name of the field from the row selected on the Field Change
    Report.

-   Display the following text above the EFC, Pell, and Verification
    columns:

> Percentages in the EFC, Pell, and Verification columns are based on
> the number of Records Corrected.
>
> \- Display this text so that it stands out in contrast to the other
> text on this report. Some recommended examples:
>
> \- Display the text in a different font, or with a different
> background color, or bolded and underlined, or in a text box, etc.

Dependent Pell Eligible Records

\- \# of records that corrected the ISIR field selected on the Field
Change Report.

\- % of records that corrected the ISIR field selected on the Field
Change Report.

\- Percentage of records whose EFC Increased when the ISIR field was
corrected.

\- Percentage of records whose EFC Decreased when the ISIR field was
corrected.

\- Percentage of records whose Pell Award Increased when the ISIR field
was corrected.

\- Percentage of records whose Pell Award Decreased when the ISIR field
was corrected.

\- Percentage of records that the School selected for verification when
the ISIR field was corrected.

\- Percentage of records that CPS selected for verification when the
ISIR field was corrected.

Dependent Pell Ineligible Records

\- \# of records that corrected the ISIR field selected on the Field
Change Report.

\- % of records that corrected the ISIR field selected on the Field
Change Report.

\- Percentage of records whose EFC Increased when the ISIR field was
corrected.

\- Percentage of records whose EFC Decreased when the ISIR field was
corrected.

\- Percentage of records whose Pell Award Increased when the ISIR field
was corrected.

\- Percentage of records whose Pell Award Decreased when the ISIR field
was corrected.

\- Percentage of records that the School selected for verification when
the ISIR field was corrected.

\- Percentage of records that CPS selected for verification when the
ISIR field was corrected.

Independent Pell Eligible Records

\- \# of records that corrected the ISIR field selected on the Field
Change Report.

\- % of records that corrected the ISIR field selected on the Field
Change Report.

\- Percentage of records whose EFC Increased when the ISIR field was
corrected.

\- Percentage of records whose EFC Decreased when the ISIR field was
corrected.

\- Percentage of records whose Pell Award Increased when the ISIR field
was corrected.

\- Percentage of records whose Pell Award Decreased when the ISIR field
was corrected.

\- Percentage of records that the School selected for verification when
the ISIR field was corrected.

\- Percentage of records that CPS selected for verification when the
ISIR field was corrected.

Independent Pell Ineligible Records

\- \# of records that corrected the ISIR field selected on the Field
Change Report.

\- % of records that corrected the ISIR field selected on the Field
Change Report.

\- Percentage of records whose EFC Increased when the ISIR field was
corrected.

\- Percentage of records whose EFC Decreased when the ISIR field was
corrected.

\- Percentage of records whose Pell Award Increased when the ISIR field
was corrected.

\- Percentage of records whose Pell Award Decreased when the ISIR field
was corrected.

\- Percentage of records that the School selected for verification when
the ISIR field was corrected.

\- Percentage of records that CPS selected for verification when the
ISIR field was corrected.

Use the following sample as a guide:

U.S. DEPARTMENT OF EDUCATION                 2006-2007 ISIR Analysis
Tool

Federal School Code: 002495          School Name: TRUMAN STATE
UNIVERSITY

**Pell Eligibility by Dependency Status**

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

Criteria:

\<Criteria\>

Report Sample Size: 100

  -----------------------------------------------------------------------
  **[Percentages in the EFC, Pell, and Verification columns are based on
  the number of Records Corrected.]{.mark}**

  -----------------------------------------------------------------------

Records Records EFC EFC Pell Pell School CPS

Corrected Corrected Increase Decrease Increase Decrease Selected
Selected

\# % % % % % Verification Verification

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

Dependent:

Pell Eligible 27 XX.X% XX.X% XX.X% XX.X% XX% XX% XX%

Pell Ineligible 6 XX.X% XX.X% XX.X% XX.X% XX% XX% XX%

Independent:

Pell Eligible 14 XX.X% XX.X% XX.X% XX.X% XX% XX% XX%

Pell Ineligible 16 XX.X% XX.X% XX.X% XX.X% XX% XX% XX%

03/12/2006                                                      PAGE:  
1

-   If a value (# or %) is selected, then take the user to the Student
    Listing Report (see 3.2.9.26.12) for the student records that are
    included in that selected value.

-   Enable the Dashboard graphical view functionality for this report.

    -   If a "bar" on the graph is selected, then take the user to the
        Student Listing Report (see 3.2.9.26.12) for the student records
        that are included in the selected "bar".

        -   Title of the "Dependent" graph: Pell Eligibility by
            Dependency Status -- Dependent

        -   Title of the "Independent" graph: Pell Eligibility by
            Dependency Status -- Independent

TRACEABILITY TO 2004-2005 CRAD -- 2, 3, 6, 7, 8, 10, 12, 23, 24, 26

TRACEABILITY TO 2005-2006 CRAD -- REPORTS 14

### 3.2.9.26.12 "Student Listing" Report

ACTION: NO CHANGE

WHAT: "Student Listing" Report; this is one of the Standard Reports
available from the Folders Pane on the Dashboard that displays a list of
students and data regarding changes to EFC, Pell Award, School
Verification, and CPS Verification values.

REPORT HEADER: Display the standard IA Tool Report Header (see
3.2.9.26.6)

REPORT FOOTER: Display the standard IA Tool Report Footer (see
3.2.9.26.7)

Display the Report Sample Size at the top of the report. Report Sample
Size is defined as the total number of student records included in the
report that meet the report criteria.

If a value (# or %) is selected from the Pell Eligibility by Dependency
Status Report (see 3.2.9.26.11), then display the Student Listing Report
for the student records that are included in that selected value.

For each of the student records included in the selected value from Pell
Eligibility by Dependency Status Report, display the following:

\- Original SSN

\- Full Name (Last Name, First Name, Middle Initial)

\- Whether or not the EFC changed (i.e., Increased, Decreased, or did
not change):

\- If the Initial EFC is less than the Paid On EFC, then display "+".

\- If the Initial EFC is greater than the Paid On EFC, then display "-".

\- If the Initial EFC is equal to the Paid On EFC, then display "0".

\- Whether or not the Pell Award changed (i.e., Increased, Decreased, or
did not change):

\- If the Initial Pell Award is less than the Paid On Pell Award, then
display "+".

\- If the Initial Pell Award is greater than the Paid On Pell Award,
then display "-".

\- If the Initial Pell Award is equal to the Paid On Pell Award, then
display "0".

\- Whether or not the School selected the record for verification (i.e.,
the School Verification Flag is Yes/Selected).

\- If the School Verification Flag is Yes/Selected, then display "Y".

\- If the School Verification Flag is No/Not Selected, then display "N".

\- Whether or not the CPS selected the record for verification (i.e.,
the Initial CPS Verification Flag is Yes/Selected).

\- If the Initial CPS Verification Flag is Yes/Selected, then display
"Y".

\- If the Initial CPS Verification Flag is No/Not Selected, then display
"N".

Display the student records sorted in ascending Original SSN order.

If an Original SSN is selected from a student record, then take the user
to the Student Detail Report (see 3.2.9.26.13) for the student record
for that selected value.

Use the following sample as a guide:

U.S. DEPARTMENT OF EDUCATION                 2006-2007 ISIR Analysis
Tool

Federal School Code: 002495          School Name: TRUMAN STATE
UNIVERSITY

**Student Listing**

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

Criteria:

\<Criteria\>

Report Sample Size: 25

Original EFC Pell School CPS

SSN Student Name Change Change Selected Selected

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

100-01-2006 Reeves, Francine F. + 0 Y N

120-10-4601 Potter, Mark B. 0 + N Y

123-10-4601 Hankemeier, Roger P. - - Y Y

123-50-4601 Mahavni, Sona M. - - N N

220-01-2006 Kalm, Derek + 0 Y N

223-30-4601 Tuccillo, Anne A. 0 + N Y

232-30-4601 McIntosh, Sherlene T. - - Y Y

345-50-4601 Anderson, Elizabeth - - N N

443-00-2006 Burwell, Susan + 0 Y N

444-10-4601 Cagle, Michael 0 + N Y

445-10-4601 Chan, Tsze W. - - Y Y

446-10-4601 Johnson, Dee - - N N

447-01-2006 1234567890123456, 123456789012 1. + 0 Y N

448-10-4601 Langer-Evans, Holly H. 0 + N Y

449-10-4601 McCoy, Mark C. - - Y Y

500-10-4601 Sanders, Sandi S. - - N N

550-01-2006 Fitzherbert, Beth A. + 0 Y N

555-10-4601 Plunkett, Sharyn O. 0 + N Y

556-10-4601 Marini, Jose M. - - Y Y

557-10-4601 John, Karen K. - - N N

558-01-2006 Buzzi, Ed E. + 0 Y N

559-10-4601 Farr, Warren F. 0 + N Y

600-10-4601 Owings, Sally S. - - Y Y

740-10-4601 Martin, Tammy R. - - N N

789-01-2345 King, Jeffrey R. - - N N

03/12/2006                                                      PAGE:  
1

TRACEABILITY TO 2004-2005 CRAD -- 2, 3, 8, 10, 13, 23, 26

TRACEABILITY TO 2005-2006 CRAD -- STUDENT LISTING 03

### 3.2.9.26.13 "Student Detail" Report

ACTION: UPDATE

WHAT: "Student Detail" Report; this is one of the Standard Reports
available from the Folders Pane on the Dashboard that displays students
demographic data and a comparison of Initial transaction values and Paid
On transaction values.

REPORT HEADER: Display the standard IA Tool Report Header (see
3.2.9.26.6)

REPORT FOOTER: Display the standard IA Tool Report Footer (see
3.2.9.26.7)

If an Original SSN is selected from a student record on the Student
Listing Report (see 3.2.9.26.12), then display the Student Detail Report
for the student record for that selected value.

For the student record selected, display the following:

\- Original SSN

\- Current SSN

\- Full Name (First Name, Middle Initial, Last Name)

\- Date of Birth

\- Whether or not the School selected the record for verification.

\- If the School Verification Flag is Yes/Selected, then display "Y".

\- If the School Verification Flag is No/Not Selected, then display "N".

\- Initial and Paid On ISIR Transaction values for the following:

\- Transaction Number

\- CPS Verification Flag

\- Dependency Status (Model)

\- EFC

\- Each ISIR field for which the initial transaction value and the paid
on transaction value are different. Do not perform translations for ISIR
field values that are represented by numeric values; use the numeric
value.

\- For dollar fields, display the difference between the initial
transaction value and the paid on transaction value. See Appendix 1,
"CALCULATE FIELD DIFF?" column for a list of these fields.

\- For non-dollar (including numeric) fields, indicate whether or not
the initial transaction value and the paid on transaction value are
different (Yes or No). See Appendix 1, "INDICATE FIELD DIFF?" column for
a list of these fields.

When displaying the Initial and Paid On ISIR Transaction values, display
the full text description, instead of the code, as indicated in the
following table:

For example, if the "Student's Citizenship Status" is equal to "1",
display, "Eligible noncitizen".

+---------------------------------+------------------------------------+
| **ISIR Field**                  | **Valid content**                  |
+---------------------------------+------------------------------------+
| Student's Citizenship Status    | 1 = U.S. citizen (or U.S.          |
|                                 | national)                          |
|                                 |                                    |
|                                 | 2 = Eligible noncitizen            |
|                                 |                                    |
|                                 | 3 = Not eligible                   |
+---------------------------------+------------------------------------+
| Student's Marital Status        | 1 = Unmarried (single, divorced,   |
|                                 | or widowed)                        |
|                                 |                                    |
|                                 | 2 = Married/Remarried              |
|                                 |                                    |
|                                 | 3 = Separated                      |
+---------------------------------+------------------------------------+
| Are You Male?                   | 1 = Yes                            |
|                                 |                                    |
|                                 | 2 = No                             |
+---------------------------------+------------------------------------+
| Degree/Certificate              | 1 = 1st bachelor's degree          |
|                                 |                                    |
|                                 | 2 = 2nd bachelor's degree          |
|                                 |                                    |
|                                 | 3 = Associate degree (occupational |
|                                 | or technical program)              |
|                                 |                                    |
|                                 | 4 = Associate degree (general      |
|                                 | education or                       |
|                                 |                                    |
|                                 | transfer program)                  |
|                                 |                                    |
|                                 | 5 = Certificate or diploma for     |
|                                 | completing an occupational,        |
|                                 | technical, or educational program  |
|                                 | of less than two years             |
|                                 |                                    |
|                                 | 6 = Certificate or diploma for     |
|                                 | completing an occupational,        |
|                                 | technical, or educational program  |
|                                 | of at least two years              |
|                                 |                                    |
|                                 | 7 = Teaching Credential Program    |
|                                 | (non-degree                        |
|                                 |                                    |
|                                 | program)                           |
|                                 |                                    |
|                                 | 8 = Graduate or professional       |
|                                 | degree                             |
|                                 |                                    |
|                                 | 9 = Other/undecided                |
+---------------------------------+------------------------------------+
| Grade Level in College          | 0 = 1st year, never attended       |
|                                 | college                            |
|                                 |                                    |
|                                 | 1 = 1st year, attended college     |
|                                 | before                             |
|                                 |                                    |
|                                 | 2 = 2nd year/sophomore             |
|                                 |                                    |
|                                 | 3 = 3rd year/junior                |
|                                 |                                    |
|                                 | 4 = 4th year/senior                |
|                                 |                                    |
|                                 | 5 = 5th year/other undergraduate   |
|                                 |                                    |
|                                 | 6 = 1st year graduate/professional |
|                                 |                                    |
|                                 | 7 = Continuing                     |
|                                 | graduate/professional              |
+---------------------------------+------------------------------------+
| First Bachelor's Degree By      | 1 = Yes                            |
| 07-01-2006?                     |                                    |
|                                 | 2 = No                             |
+---------------------------------+------------------------------------+
| Father's Highest Grade Level    | 1 = Middle School/Jr. High         |
| Completed                       |                                    |
|                                 | 2 = High School                    |
|                                 |                                    |
|                                 | 3 = College or Beyond              |
|                                 |                                    |
|                                 | 4 = Other/Unknown                  |
+---------------------------------+------------------------------------+
| Mother's Highest Grade Level    | 1 = Middle School/Jr. High         |
| Completed                       |                                    |
|                                 | 2 = High School                    |
|                                 |                                    |
|                                 | 3 = College or Beyond              |
|                                 |                                    |
|                                 | 4 = Other/Unknown                  |
+---------------------------------+------------------------------------+
| Drug Conviction Affecting       | 1 = No                             |
| Eligibility                     |                                    |
|                                 | 2 = Yes (Part year)                |
|                                 |                                    |
|                                 | 3 = Yes/Don\'t Know                |
+---------------------------------+------------------------------------+
| Student's Tax Return Completed? | 1 = Already Completed              |
|                                 |                                    |
|                                 | 2 = Will File                      |
|                                 |                                    |
|                                 | 3 = Will Not File                  |
+---------------------------------+------------------------------------+
| Student's Type of 2005 Tax Form | 1 = IRS 1040                       |
| Used?                           |                                    |
|                                 | 2 = IRS 1040A, 1040 EZ, 1040       |
|                                 | TeleFile                           |
|                                 |                                    |
|                                 | 3 = Foreign Tax Return             |
|                                 |                                    |
|                                 | 4 = Tax return from Puerto Rico,   |
|                                 | Guam, American Samoa, the U.S.     |
|                                 | Virgin Islands, the Marshall       |
|                                 | Islands, the Federated States of   |
|                                 | Micronesia, or Palau               |
+---------------------------------+------------------------------------+
| Student Eligible to file 1040A  | 1 = Yes                            |
| or 1040EZ?                      |                                    |
|                                 | 2 = No                             |
|                                 |                                    |
|                                 | 3 = Don't Know                     |
+---------------------------------+------------------------------------+
| Born Before?                    | 1 = Yes                            |
|                                 |                                    |
|                                 | 2 = No                             |
+---------------------------------+------------------------------------+
| Working on a Master's or        | 1 = Yes                            |
| Doctorate Program?              |                                    |
|                                 | 2 = No                             |
+---------------------------------+------------------------------------+
| Is Student Married?             | 1 = Yes                            |
|                                 |                                    |
|                                 | 2 = No                             |
+---------------------------------+------------------------------------+
| Have Children you support?      | 1 = Yes                            |
|                                 |                                    |
|                                 | 2 = No                             |
+---------------------------------+------------------------------------+
| Have Legal Dependents Other     | 1 = Yes                            |
| than Children or Spouse?        |                                    |
|                                 | 2 = No                             |
+---------------------------------+------------------------------------+
| Orphan or Ward of Court?        | 1 = Yes                            |
|                                 |                                    |
|                                 | 2 = No                             |
+---------------------------------+------------------------------------+
| Veteran of U.S. Armed Forces?   | 1 = Yes                            |
|                                 |                                    |
|                                 | 2 = No                             |
+---------------------------------+------------------------------------+
| Parent's Marital Status         | 1 = Married/Remarried              |
|                                 |                                    |
|                                 | 2 = Single                         |
|                                 |                                    |
|                                 | 3 = Divorced/Separated             |
|                                 |                                    |
|                                 | 4 = Widowed                        |
+---------------------------------+------------------------------------+
| Parents' Tax Return Completed?  | 1 = Already Completed              |
|                                 |                                    |
|                                 | 2 = Will File                      |
|                                 |                                    |
|                                 | 3 = Will Not File                  |
+---------------------------------+------------------------------------+
| Parents' Type of 2005 Tax Form  | 1 = IRS 1040                       |
| Used?                           |                                    |
|                                 | 2 = IRS 1040A, 1040 EZ, 1040       |
|                                 | TeleFile                           |
|                                 |                                    |
|                                 | 3 = Foreign tax return             |
|                                 |                                    |
|                                 | 4 = Tax return from Puerto Rico,   |
|                                 | Guam, American Samoa, the U.S.     |
|                                 | Virgin Islands, the Marshall       |
|                                 | Islands, the Federated States of   |
|                                 | Micronesia, or Palau               |
+---------------------------------+------------------------------------+
| Parents' Eligible to file 1040A | 1 = Yes                            |
| or 1040EZ?                      |                                    |
|                                 | 2 = No                             |
|                                 |                                    |
|                                 | 3 = Don't Know                     |
+---------------------------------+------------------------------------+
| Enrollment Status               | 1 = Full time                      |
|                                 |                                    |
|                                 | 2 = ¾ time                         |
|                                 |                                    |
|                                 | 3 = ½ time                         |
|                                 |                                    |
|                                 | 4 = Less than ½ time               |
|                                 |                                    |
|                                 | 5 = Not Sure                       |
+---------------------------------+------------------------------------+
| Dependency Override Indicator   | 1 = Dependent to Independent       |
|                                 |                                    |
|                                 | 2 = Dependent to Independent       |
|                                 | Override Canceled                  |
|                                 |                                    |
|                                 | 3 = Dependency Override request    |
|                                 | failed                             |
+---------------------------------+------------------------------------+
| Dependency Status               | D = Dependent                      |
|                                 |                                    |
|                                 | I = Independent                    |
|                                 |                                    |
|                                 | X = Dependent rejected             |
|                                 |                                    |
|                                 | Y = Independent rejected           |
+---------------------------------+------------------------------------+
| Transaction Data Source         | 1 = Electronic                     |
|                                 |                                    |
|                                 | 2 = Web Student                    |
|                                 |                                    |
|                                 | 3 = Web FAA                        |
|                                 |                                    |
|                                 | 4 = Paper                          |
|                                 |                                    |
|                                 | 5 = CPS                            |
|                                 |                                    |
|                                 | 6 = FSAIC                          |
+---------------------------------+------------------------------------+
| Transaction Type Code           | A = Application                    |
|                                 |                                    |
|                                 | B = Application Spanish            |
|                                 |                                    |
|                                 | C = Correction                     |
|                                 |                                    |
|                                 | D = Drug Abuse Hold Release        |
|                                 |                                    |
|                                 | E = EZ FAFSA                       |
|                                 |                                    |
|                                 | F = EZ FAFSA Spanish               |
|                                 |                                    |
|                                 | G = EZ FAFSA Renewal               |
|                                 |                                    |
|                                 | H = EZ FAFSA Renewal Spanish       |
|                                 |                                    |
|                                 | J = Correction Application         |
|                                 |                                    |
|                                 | K = Correction Application Spanish |
|                                 |                                    |
|                                 | M = DHS Secondary Confirmation     |
|                                 |                                    |
|                                 | N = NSLDS Postscreening            |
|                                 |                                    |
|                                 | P = Reprocessing                   |
|                                 |                                    |
|                                 | S = Signature Page                 |
|                                 |                                    |
|                                 | T = Spanish Renewal Application    |
|                                 |                                    |
|                                 | W = SSA Death File Match           |
+---------------------------------+------------------------------------+
| Assumption Override 1           | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Assumption Override 2           | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Assumption Override 3           | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Assumption Override 4           | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Assumption Override 5           | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Assumption Override 6           | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Reject Override 3               | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Reject Override 12              | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Reject Override A               | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Reject Override B               | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Reject Override C               | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Reject Override G               | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Reject Override J               | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Reject Override K               | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Reject Override N               | 1 = Yes                            |
+---------------------------------+------------------------------------+
| Reject Override W               | 1 = Yes                            |
+---------------------------------+------------------------------------+
| FAA Adjustment                  | 1 = EFC Adjustment processed       |
|                                 |                                    |
|                                 | 2 = EFC Adjustment request failed  |
+---------------------------------+------------------------------------+
| EFC Change Flag                 | 1 = EFC increase                   |
|                                 |                                    |
|                                 | 2 = EFC decrease                   |
+---------------------------------+------------------------------------+
| Reject Status Change Flag       | Y = Yes                            |
+---------------------------------+------------------------------------+
| Verification Selection Change   | Y = Yes                            |
| Flag                            |                                    |
+---------------------------------+------------------------------------+
| Source of Correction            | A = Applicant                      |
|                                 |                                    |
|                                 | D = CPS                            |
|                                 |                                    |
|                                 | S = School                         |
+---------------------------------+------------------------------------+
| Graduate Flag                   | Y = Yes                            |
+---------------------------------+------------------------------------+
| Pell Grant Eligibility Flag     | Y = Yes                            |
+---------------------------------+------------------------------------+
| Automatic Zero EFC Indicator    | Y = Yes                            |
+---------------------------------+------------------------------------+
| Simplified Needs Test (SNT)     | 1 = Yes                            |
|                                 |                                    |
|                                 | 2 = No                             |
+---------------------------------+------------------------------------+
| Assumed Citizenship             | 1 = Assumed student is a citizen   |
|                                 |                                    |
|                                 | 2 = Assumed student is an eligible |
|                                 | noncitizen                         |
+---------------------------------+------------------------------------+
| Assumed Student's Marital       | 1 = Assumed unmarried              |
| Status                          |                                    |
|                                 | 2 = Assumed married/remarried      |
+---------------------------------+------------------------------------+
| Assumed Date of Birth Prior     | 1 = Assumed Yes                    |
|                                 |                                    |
|                                 | 2 = Assumed No                     |
+---------------------------------+------------------------------------+
| Assumed Student is              | 1 = Assumed Yes                    |
| Married/Remarried?              |                                    |
|                                 | 2 = Assumed No                     |
+---------------------------------+------------------------------------+
| Assumed Have Children You       | 1 = Assumed Yes                    |
| Support?                        |                                    |
|                                 | 2 = Assumed No                     |
+---------------------------------+------------------------------------+
| Assumed Have Legal Dependents   | 2 = Assumed No                     |
| Other than Children or Spouse?  |                                    |
+---------------------------------+------------------------------------+
| Assumed VA Status?              | 2 = Assumed No                     |
+---------------------------------+------------------------------------+
| Assumed Parents' Marital Status | 1 = Assumed married/remarried      |
|                                 |                                    |
|                                 | 2 = Assumed single                 |
+---------------------------------+------------------------------------+
| Primary EFC Type                | 1 = FNT: Dependent                 |
|                                 |                                    |
|                                 | 2 = FNT: Independent without       |
|                                 | dependents other                   |
|                                 |                                    |
|                                 | than a spouse                      |
|                                 |                                    |
|                                 | 3 = FNT: Independent with          |
|                                 | dependents other                   |
|                                 |                                    |
|                                 | than a spouse                      |
|                                 |                                    |
|                                 | 4 = SNT: Dependent                 |
|                                 |                                    |
|                                 | 5 = SNT: Independent without       |
|                                 | dependents other                   |
|                                 |                                    |
|                                 | than a spouse                      |
|                                 |                                    |
|                                 | 6 = SNT: Independent with          |
|                                 | dependents other                   |
|                                 |                                    |
|                                 | than a spouse                      |
+---------------------------------+------------------------------------+
| Student is selected for         | Y = Selected                       |
| Verification                    |                                    |
|                                 | N = Not Selected                   |
|                                 |                                    |
|                                 | \* = A subsequent transaction was  |
|                                 | selected for verification          |
+---------------------------------+------------------------------------+

Use the following sample as a guide:

U.S. DEPARTMENT OF EDUCATION                 2005-2006 ISIR Analysis
Tool

Federal School Code: 002495          School Name: TRUMAN STATE
UNIVERSITY

**Student Detail**

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

Criteria:

\<Criteria\>

Original SSN: 056-62-1429 Current SSN: 056-62-1429

Student Name: PARSONS, JAIME C.

Date of Birth: 06/07/1963

Initial School Verification Flag: No

Initial Paid On

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

Transaction Number 01 01

CPS Verification Flag N N

Dependency Status I I

EFC 9884 8884

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

Initial Paid On

Transaction Transaction

Field(s) Changed Value Value Change

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

AGE OF OLDER PARENT 40 41 Y

DEPENDENCY STATUS Dependent Independent Y

STUDENT\'S ADJUSTED GROSS INCOME 33,316 23,316 -10,000

STUDENT'S MARITAL STATUS Married/Remarried Separated Y

STUDENT\'S U.S. INCOME TAX PAID 3,934 2,934 -1,000

PARENTS U.S. INCOME TAX PAID 33,934 43,934 10,000

03/12/2006                                                      PAGE:  
1

TRACEABILITY TO 2004-2005 CRAD -- 2, 3, 6, 8, 10, 14, 23

TRACEABILITY TO 2006-2007 CRAD -- SR 03

### 3.2.9.26.14 Field Increments

ACTION: [UPDATE]{.mark}

WHAT: Field Increments; a list of pre-defined ISIR fields and associated
increments are provided for the user to perform additional analysis.

If the user is on the Field Change Report and selects an ISIR field from
the list of field(s) on the report, or if the user runs the Field
Increments Standard Report, then allow the user to select from the
following pre-defined list of ISIR fields with pre-defined increments:

Note: Display the fields sorted in ascending alphabetical order by the
value in the "ISIR Field" column in the following table.

+-----+------------------------------------+--------------------------+
| \#  | ISIR Field                         | Increments               |
+-----+------------------------------------+--------------------------+
| 1   | Father's/Stepfather's Income       | -999,999 to -1           |
| .   | Earned from Work                   |                          |
|     |                                    | 0                        |
|     |                                    |                          |
|     |                                    | 1 to 150,000 by 10,000   |
|     |                                    |                          |
|     |                                    | 150,001 to 999,999       |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | FTI: FISAP Total Income            | -9,999,999 to -1         |
| .   |                                    |                          |
|     |                                    | 0                        |
|     |                                    |                          |
|     |                                    | 1 to 150,000 by 10,000   |
|     |                                    |                          |
|     |                                    | 150,001 to 9,999,999     |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 3   | Mother's/ Stepmother's Income      | -999,999 to -1           |
| .   | Earned from Work                   |                          |
|     |                                    | 0                        |
|     |                                    |                          |
|     |                                    | 1 to 150,000 by 10,000   |
|     |                                    |                          |
|     |                                    | 150,001 to 999,999       |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 4   | Parents' Adjusted Gross Income     | -999,999 to -1           |
| .   | from IRS form                      |                          |
|     |                                    | 0                        |
|     |                                    |                          |
|     |                                    | 1 to 150,000 by 10,000   |
|     |                                    |                          |
|     |                                    | 150,001 to 999,999       |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 5   | Parents' Business and/or           | 0                        |
| .   | Investment Farm Net Worth          |                          |
|     |                                    | 1 to 50,000 by 5,000     |
|     |                                    |                          |
|     |                                    | 50,001 to 999,999        |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 6   | Parents' Cash, Savings, and        | 0                        |
| .   | Checking                           |                          |
|     |                                    | 1 to 50,000 by 5,000     |
|     |                                    |                          |
|     |                                    | 50,001 to 999,999        |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 7   | Parents' Exemptions Claimed        | 0                        |
| .   |                                    |                          |
|     |                                    | 1 to 10 by 1             |
|     |                                    |                          |
|     |                                    | 11 to 99                 |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 8   | Parents' Investment Net Worth      | 0                        |
| .   |                                    |                          |
|     |                                    | 1 to 50,000 by 5,000     |
|     |                                    |                          |
|     |                                    | 50,001 to 999,999        |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 9   | Parents' Number in College         | 1 to 3 by 1              |
| .   |                                    |                          |
|     |                                    | 4 to 9                   |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 1   | Parents' Number of Family Members  | 1 to 12 by 1             |
| 0.  |                                    |                          |
|     |                                    | 13 to 99                 |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 1   | Parents' Total Amount from         | 0                        |
| 1.  | Worksheet A                        |                          |
|     |                                    | 1 to 30,000 by 3,000     |
|     |                                    |                          |
|     |                                    | 30,001 to 99,999         |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 1   | Parents' Total Amount from         | 0                        |
| 2.  | Worksheet B                        |                          |
|     |                                    | 1 to 30,000 by 3,000     |
|     |                                    |                          |
|     |                                    | 30,001 to 99,999         |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 1   | Parents' Total Amount from         | 0                        |
| 3.  | Worksheet C                        |                          |
|     |                                    | 1 to 12,000 by 1,000     |
|     |                                    |                          |
|     |                                    | 12,001 to 99,999         |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 1   | Parents' U.S. Income Tax Paid      | 0                        |
| 4.  |                                    |                          |
|     |                                    | 1 to 20,000 by 2,000     |
|     |                                    |                          |
|     |                                    | 20,001 to 999,999        |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 1   | Primary EFC                        | 0                        |
| 5.  |                                    |                          |
|     |                                    | 1 to 6,000 by 500        |
|     |                                    |                          |
|     |                                    | 6,001 to 30,000 by 3,000 |
|     |                                    |                          |
|     |                                    | 30,001 to 99,999         |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 1   | Spouse's Income Earned from Work   | -999,999 to -1           |
| 6.  |                                    |                          |
|     |                                    | 0                        |
|     |                                    |                          |
|     |                                    | 1 to 60,000 by 5,000     |
|     |                                    |                          |
|     |                                    | 60,001 to 999,999        |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 1   | Student's Adjusted Gross Income    | -999,999 to -1           |
| 7.  | from IRS form                      |                          |
|     |                                    | 0                        |
|     |                                    |                          |
|     |                                    | 1 to 10,000 by 1,000     |
|     |                                    |                          |
|     |                                    | 10,001 to 60,000 by      |
|     |                                    | 5,000                    |
|     |                                    |                          |
|     |                                    | 60,001 to 999,999        |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 1   | Student's Business and/or          | 0                        |
| 8.  | Investment Farm Net Worth          |                          |
|     |                                    | 1 to 20,000 by 2,000     |
|     |                                    |                          |
|     |                                    | 20,001 to 999,999        |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 1   | Student's Cash, Savings, and       | 0                        |
| 9.  | Checking                           |                          |
|     |                                    | 1 to 20,000 by 2,000     |
|     |                                    |                          |
|     |                                    | 20,001 to 999,999        |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | Student's Exemptions Claimed       | 0                        |
| 0.  |                                    |                          |
|     |                                    | 1 to 5 by 1              |
|     |                                    |                          |
|     |                                    | 6 to 99                  |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | Student's Income Earned from Work  | -999,999 to -1           |
| 1.  |                                    |                          |
|     |                                    | 0                        |
|     |                                    |                          |
|     |                                    | 1 to 60,000 by 5,000     |
|     |                                    |                          |
|     |                                    | 60,001 to 999,999        |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | Student's Investment Net Worth     | 0                        |
| 2.  |                                    |                          |
|     |                                    | 1 to 20,000 by 2,000     |
|     |                                    |                          |
|     |                                    | 20,001 to 999,999        |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | Student's Number in College        | 0                        |
| 3.  |                                    |                          |
|     |                                    | 1 to 3 by 1              |
|     |                                    |                          |
|     |                                    | 4 to 9                   |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | Student's Number of Family Members | 0                        |
| 4.  |                                    |                          |
|     |                                    | 1 to 12 by 1             |
|     |                                    |                          |
|     |                                    | 13 to 99                 |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | Student's Total Amount from        | 0                        |
| 5.  | Worksheet A                        |                          |
|     |                                    | 1 to 20,000 by 2,000     |
|     |                                    |                          |
|     |                                    | 20,001 to 99,999         |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | Student's Total Amount from        | 0                        |
| 6.  | Worksheet B                        |                          |
|     |                                    | 1 to 20,000 by 2,000     |
|     |                                    |                          |
|     |                                    | 20,001 to 99,999         |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | Student's Total Amount from        | 0                        |
| 7.  | Worksheet C                        |                          |
|     |                                    | 1 to 10,000 by 1,000     |
|     |                                    |                          |
|     |                                    | 10,001 to 99,999         |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | Student's U.S. Income Tax Paid     | 0                        |
| 8.  |                                    |                          |
|     |                                    | 1 to 10,000 by 1,000     |
|     |                                    |                          |
|     |                                    | 10,001 to 99,999         |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+
| 2   | TI: Total Income                   | -9,999,999 to -1         |
| 9.  |                                    |                          |
|     |                                    | 0                        |
|     |                                    |                          |
|     |                                    | 1 to 150,000 by 10,000   |
|     |                                    |                          |
|     |                                    | 150,001 to 9,999,999     |
|     |                                    |                          |
|     |                                    | Blank                    |
+-----+------------------------------------+--------------------------+

Once a Field Increment is selected from the above list, then take the
user to the Field Increments Report (see 3.2.9.26.15) for the student
records that are included in the ISIR field selected on the Field Change
Report.

TRACEABILITY TO 2004-2005 CRAD -- 10, 15

TRACEABILITY TO 2005-2006 CRAD -- REPORTS 09

TRACEABILITY TO 2006-2007 CRAD -- SR 01, SR 14, SR 15

### 3.2.9.26.15 "Field Increments" Report

ACTION: NO CHANGE

WHAT: "Field Increments" Report; this is one of the Standard Reports
available from the Folders Pane on the Dashboard.

REPORT HEADER: Display the standard IA Tool Report Header (see
3.2.9.26.6)

REPORT FOOTER: Display the standard IA Tool Report Footer (see
3.2.9.26.7)

Display the Report Sample Size at the top of the report. Report Sample
Size is defined as the total number of student records included in the
report that meet the report criteria.

If an ISIR field from the list is selected on the Field Change Report
(see 3.2.9.26.10), then allow the user to select from a pre-defined list
of ISIR fields with pre-defined increments (see 3.2.9.26.14). If an
option is selected from the list, then display the Field Increments
Report for the student records that are included in that selected ISIR
field.

Based on the selected ISIR field and its associated increments, display
the following attributes for this report:

\- % of corrected records for each increment range

**-** % that fall into this increment range based on sample size (sample
size = the \# of records corrected for the ISIR field selected)

\- % of records whose EFC Increased when the ISIR field was corrected.

\- % of records whose EFC Decreased when the ISIR field was corrected.

Use the following sample as a guide:

U.S. DEPARTMENT OF EDUCATION                 2006-2007 ISIR Analysis
Tool

Federal School Code: 002495          School Name: TRUMAN STATE
UNIVERSITY

> **Field Increments**

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

Criteria:

\<Criteria\>

Report Sample Size: 100

Increment Field: Student's Income Tax Paid

Records EFC EFC

Corrected Increase Decrease

\% % %

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

0 2.7% 6.0% 6.0%

1 -- 1,000 7.3% 40.8% 7.0%

1,001 -- 2,000 10.0%

2,001 -- 3,000 10.0%

3,001 -- 4,000 10.0%

4,001 -- 5,000 10.0%

5,001 -- 6,000 10.0%

6,001 -- 7,000 10.0%

7,001 -- 8,000 10.0%

8,001 -- 9,000 10.0%

9,001 -- 10,000 10.0%

10,001 -- 99,999 0.0%

\<blank\>

03/12/2006                                                      PAGE:  
1

TRACEABILITY TO 2004-2005 CRAD -- 2, 3, 7, 8, 10, 15, 22, 23, 25

TRACEABILITY TO 2005-2006 CRAD -- REPORTS 09

### 3.2.9.26.16 "Where" Statements

ACTION: NO CHANGE

WHAT: "Where" Statements; a pre-defined group of criteria will be
available to further define the student population in the IA Tool
Database for analysis.

-   "Where" statements are only available for "Custom Reports".

-   A "where" statement is not required to be selected by the user prior
    to running a report.

-   If a "where" statement is not used, the report is run against all
    student records for the school.

-   If one "where" statement is used, then a student record(s) must
    match all the criteria of that "where" statement in order to be
    included in a report.

-   If more than one "where" statement is used, then a student record(s)
    must match the criteria of all the "where" statements in order to be
    included in a report (that is, use an "AND" operator between "where"
    statements).

Include the following "Where" statements:

+-----------------------+----------------------------------------------+
| Text or Description   | Criteria/Action                              |
+-----------------------+----------------------------------------------+
| Dependent Students    | (DEPENDENCY STATUS=\"D\")                    |
+-----------------------+----------------------------------------------+
| Independent Students  | (DEPENDENCY STATUS=\"I\")                    |
+-----------------------+----------------------------------------------+
| EFC Changed           | (EFC DIFFERENCE\<\>0)                        |
+-----------------------+----------------------------------------------+
| Pell Eligible         | (Pell Grant Eligibility Flag from the ISIR = |
|                       | true/yes)                                    |
+-----------------------+----------------------------------------------+
| Pell Ineligible       | (Pell Grant Eligibility Flag from the ISIR = |
|                       | false/no)                                    |
+-----------------------+----------------------------------------------+
| Selected For School   | (SELECTED FOR SCHOOL VERIFICATION=\"Y\")     |
| Verification          |                                              |
+-----------------------+----------------------------------------------+
| Selected For CPS      | (SELECTED FOR CPS VERIFICATION=\"Y\")        |
| Verification          |                                              |
+-----------------------+----------------------------------------------+
| Single Students With  | (STUDENT'S MARITAL STATUS=\"1\") AND         |
| Children Or           |                                              |
| Dependents            | ((HAVE CHILDREN YOU SUPPORT?=\"1\") OR       |
|                       |                                              |
|                       | (HAVE DEPENDENTS OTHER THAN CHILDREN OR      |
|                       | SPOUSE?=\"1\"))                              |
+-----------------------+----------------------------------------------+

TRACEABILITY TO 2004-2005 CRAD -- 18

### 3.2.9.26.17 Filters

ACTION: [UPDATE]{.mark}

WHAT: Filters; a pre-defined group of modifiable filters will be
available to further define the student population in the IA Tool
Database for analysis.

-   Filters are only available for Standard Reports (see 3.2.9.26.1).

-   A filter is not required to be selected by the user prior to running
    a report.

-   If a filter is not used, the report is run against all student
    records for the school.

-   If a Filter uses an ISIR field, then use the Initial ISIR
    transaction value when executing Filter criteria.

-   If more than one option is selected for an individual filter, use an
    OR operator between the options selected (i.e., will identify
    records meeting the criteria of any of the options selected).

-   If multiple filters are selected, use an AND operator between the
    filters selected (i.e., will identify records meeting the criteria
    of all filters selected).

"\<WebFOCUS Report\>" Filters page (filters.htm -- WebFOCUS)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | A   | Select your filters and select |               |      |
| Text   | BCD | Submit                         |               |      |
|        | --1 |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | ABC | \<Dynamic Text1\>              | \<Dynamic     |      |
|        | D-2 |                                | Text1\> is    |      |
|        |     | You must select a field for    | displayed for |      |
|        |     | increments. To include all     | Field         |      |
|        |     | records in your database, do   | Increment     |      |
|        |     | not select other filters.      | Report only.  |      |
|        |     |                                |               |      |
|        |     | \</Dynamic Text1\>             | \<Dynamic     |      |
|        |     |                                | Text2\> is    |      |
|        |     | \<Dynamic Text2\>              | displayed for |      |
|        |     |                                | all reports   |      |
|        |     | To include all records in your | except for    |      |
|        |     | database, do not select a      | Field         |      |
|        |     | filter.                        | Increments.   |      |
|        |     |                                |               |      |
|        |     | \</Dynamic Text2\>             |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | ABC | Standard filters as given in   |               |      |
| Fields | D-2 | the following table.           |               |      |
| or     |     |                                |               |      |
| Dro    |     |                                |               |      |
| pdowns |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| C      | B   | Submit                         | Submit the    |      |
| ommand | C-3 |                                | filters and   |      |
| Button |     |                                | WebFOCUS      |      |
|        |     |                                | procedure     |      |
+--------+-----+--------------------------------+---------------+------+

Include the following filters in the order listed:

+-----+--------------------------+-------------------------------------+
| Fil | Field                    | Criteria/Action                     |
| ter |                          |                                     |
+-----+--------------------------+-------------------------------------+
| 1   | Student's Original SSN   | Only available for the "Student     |
| .   |                          | Detail" Report.                     |
|     |                          |                                     |
|     |                          | Length = 9                          |
|     |                          |                                     |
|     |                          | 000000000-999999999                 |
+-----+--------------------------+-------------------------------------+
| 2   | Select a field for       | Display the ISIR fields in          |
| .   | increments               | 3.2.9.26.14.                        |
|     |                          |                                     |
|     |                          | \- Only available when the "Field   |
|     |                          | Increment" report is being run.     |
|     |                          |                                     |
|     |                          | \- If a field is not selected,      |
|     |                          | display a warning message: "Please  |
|     |                          | select a field for increments."     |
+-----+--------------------------+-------------------------------------+
| 3   | Parents AGI              | Allow the user to select one of the |
| .   |                          | following Operators:                |
|     |                          |                                     |
|     |                          | \< (less than)                      |
|     |                          |                                     |
|     |                          | \<= (less than or equal to)         |
|     |                          |                                     |
|     |                          | \<\> (not equal to)                 |
|     |                          |                                     |
|     |                          | = (equal to)                        |
|     |                          |                                     |
|     |                          | \> (greater than)                   |
|     |                          |                                     |
|     |                          | \>= (greater than or equal to)      |
|     |                          |                                     |
|     |                          | Allow the user to specify a         |
|     |                          | value/parameter for the field.      |
|     |                          |                                     |
|     |                          | Valid Field Content:                |
|     |                          |                                     |
|     |                          | -999,999 -- 999,999                 |
+-----+--------------------------+-------------------------------------+
| 4   | Student's AGI            | Allow the user to select one of the |
| .   |                          | following Operators:                |
|     |                          |                                     |
|     |                          | \< (less than)                      |
|     |                          |                                     |
|     |                          | \<= (less than or equal to)         |
|     |                          |                                     |
|     |                          | \<\> (not equal to)                 |
|     |                          |                                     |
|     |                          | = (equal to)                        |
|     |                          |                                     |
|     |                          | \> (greater than)                   |
|     |                          |                                     |
|     |                          | \>= (greater than or equal to)      |
|     |                          |                                     |
|     |                          | Allow the user to specify a         |
|     |                          | value/parameter for the field.      |
|     |                          |                                     |
|     |                          | Valid Field Content:                |
|     |                          |                                     |
|     |                          | -999,999 -- 999,999                 |
+-----+--------------------------+-------------------------------------+
| 5   | Dependency Status        | Valid Field Content:                |
| .   |                          |                                     |
|     |                          | D - Dependent                       |
|     |                          |                                     |
|     |                          | I - Independent                     |
|     |                          |                                     |
|     |                          | Allow selection of one of the       |
|     |                          | values.                             |
+-----+--------------------------+-------------------------------------+
| 6   | Grade Level In College   | Valid Field Content:                |
| .   |                          |                                     |
|     |                          | 0 - 1st yr./never attended college\ |
|     |                          | 1 - 1st yr./attended college before |
|     |                          |                                     |
|     |                          | 2 - 2nd yr./sophomore\              |
|     |                          | 3 - 3rd yr./junior\                 |
|     |                          | 4 - 4th yr./senior\                 |
|     |                          | 5 - 5th yr./other undergraduate\    |
|     |                          | 6 - 1st yr. graduate/professional\  |
|     |                          | 7 - Continuing                      |
|     |                          | graduate/professional or beyond     |
|     |                          |                                     |
|     |                          | Blank                               |
|     |                          |                                     |
|     |                          | Allow selection of one or more than |
|     |                          | one of the values.                  |
+-----+--------------------------+-------------------------------------+
| 7   | Parents' Type of 2005    | Valid Field Content:                |
| .   | Tax Form Used            |                                     |
|     |                          | 1 - IRS 1040\                       |
|     |                          | 2 - IRS 1040A, 1040EZ, or 1040      |
|     |                          | TeleFile\                           |
|     |                          | 3 - Foreign tax return\             |
|     |                          | 4 - A tax return for a U.S.         |
|     |                          | Territory or a Freely Associated    |
|     |                          | State                               |
|     |                          |                                     |
|     |                          | Blank                               |
|     |                          |                                     |
|     |                          | Allow selection of one or more than |
|     |                          | one of the values.                  |
+-----+--------------------------+-------------------------------------+
| 8   | Student's Type of 2005   | Valid Field Content:                |
| .   | Tax Form Used            |                                     |
|     |                          | 1 - IRS 1040\                       |
|     |                          | 2 - IRS 1040A, 1040EZ, or 1040      |
|     |                          | TeleFile\                           |
|     |                          | 3 - Foreign tax return\             |
|     |                          | 4 - A tax return for a U.S.         |
|     |                          | Territory or a Freely Associated    |
|     |                          | State                               |
|     |                          |                                     |
|     |                          | Blank                               |
|     |                          |                                     |
|     |                          | Allow selection of one or more than |
|     |                          | one of the values.                  |
+-----+--------------------------+-------------------------------------+
| 9   | Student's State of Legal | Valid Field Content:                |
| .   | Residence                |                                     |
|     |                          | See State Code list in the PIN API  |
|     |                          | DDD (CL-602).                       |
|     |                          |                                     |
|     |                          | Allow selection of one or more than |
|     |                          | one of the values.                  |
+-----+--------------------------+-------------------------------------+
| 1   | CPS Verification Flag    | Valid Field Content:                |
| 0.  |                          |                                     |
|     |                          | Y                                   |
|     |                          |                                     |
|     |                          | N                                   |
+-----+--------------------------+-------------------------------------+
| 1   | School Verification Flag | Valid Field Content:                |
| 1.  |                          |                                     |
|     |                          | Y                                   |
|     |                          |                                     |
|     |                          | N                                   |
+-----+--------------------------+-------------------------------------+
| 1   | Pell Eligibility         | Valid Field Content:                |
| 2.  |                          |                                     |
|     |                          | Pell Eligible                       |
|     |                          |                                     |
|     |                          | Pell Ineligible                     |
|     |                          |                                     |
|     |                          | \- Allow selection of one of the    |
|     |                          | values.                             |
+-----+--------------------------+-------------------------------------+
| 1   | Pell Changed?            | Valid Field Content:                |
| 3.  |                          |                                     |
|     |                          | Y (student records in the IA Tool   |
|     |                          | Database whose Initial Pell Award   |
|     |                          | and Paid On Pell Award are not      |
|     |                          | equal)                              |
|     |                          |                                     |
|     |                          | N (student records in the IA Tool   |
|     |                          | Database whose Initial Pell Award   |
|     |                          | and Paid On Pell Award are equal)   |
|     |                          |                                     |
|     |                          | \- Allow selection of one of the    |
|     |                          | values.                             |
+-----+--------------------------+-------------------------------------+
| 1   | EFC Change               | EFC Change = Initial EFC -- Paid On |
| 4.  |                          | EFC                                 |
|     |                          |                                     |
|     |                          | Allow the user to select one of the |
|     |                          | following Operators:                |
|     |                          |                                     |
|     |                          | \< (less than)                      |
|     |                          |                                     |
|     |                          | \<= (less than or equal to)         |
|     |                          |                                     |
|     |                          | \<\> (not equal to)                 |
|     |                          |                                     |
|     |                          | = (equal to)                        |
|     |                          |                                     |
|     |                          | \> (greater than)                   |
|     |                          |                                     |
|     |                          | \>= (greater than or equal to)      |
|     |                          |                                     |
|     |                          | Allow the user to specify a         |
|     |                          | value/parameter for the field.      |
|     |                          |                                     |
|     |                          | Valid Field Content:                |
|     |                          |                                     |
|     |                          | 0 -- 99,999                         |
+-----+--------------------------+-------------------------------------+
| 1   | EFC                      | Allow the user to select one of the |
| 5.  |                          | following Operators:                |
|     |                          |                                     |
|     |                          | \< (less than)                      |
|     |                          |                                     |
|     |                          | \<= (less than or equal to)         |
|     |                          |                                     |
|     |                          | \<\> (not equal to)                 |
|     |                          |                                     |
|     |                          | = (equal to)                        |
|     |                          |                                     |
|     |                          | \> (greater than)                   |
|     |                          |                                     |
|     |                          | \>= (greater than or equal to)      |
|     |                          |                                     |
|     |                          | Allow the user to specify a         |
|     |                          | value/parameter for the field.      |
|     |                          |                                     |
|     |                          | Valid Field Content:                |
|     |                          |                                     |
|     |                          | 0 -- 99,999                         |
+-----+--------------------------+-------------------------------------+
| 1   | Student's Tax Return     | 1 -- Already Completed              |
| 6.  | Completed?               |                                     |
|     |                          | 2 -- Will File                      |
|     |                          |                                     |
|     |                          | 3 -- Will Not File                  |
|     |                          |                                     |
|     |                          | Blank                               |
+-----+--------------------------+-------------------------------------+
| 1   | Parents' Tax Return      | 1 -- Already Completed              |
| 7.  | Completed?               |                                     |
|     |                          | 2 -- Will File                      |
|     |                          |                                     |
|     |                          | 3 -- Will Not File                  |
|     |                          |                                     |
|     |                          | Blank                               |
+-----+--------------------------+-------------------------------------+
| 1   | User-Specified Field     | Only include the User-Specified     |
| 8.  | \<*nn*\> -               | Fields that have been previously    |
|     | \<User-Specified Field   | defined by the user (that is, the   |
|     | *nn* Description\>       | user has saved a "Type" and         |
|     |                          | "Description" for a User-Specified  |
|     |                          | field).                             |
|     |                          |                                     |
|     |                          | \<*nn*\> = Display the              |
|     |                          | User-Specified Field field number   |
|     |                          | (1-15)                              |
|     |                          |                                     |
|     |                          | \<User-Specified Field *nn*         |
|     |                          | Description\> = Display the         |
|     |                          | User-Specified Field description    |
|     |                          |                                     |
|     |                          | Length = 40                         |
|     |                          |                                     |
|     |                          | Valid Field Content:                |
|     |                          |                                     |
|     |                          | ASCII Characters 32-126             |
+-----+--------------------------+-------------------------------------+

TRACEABILITY TO 2004-2005 CRAD -- 23

TRACEABILITY TO 2005-2006 CRAD -- REPORTS 09, REPORTS 10, REPORTS 27,
REPORTS 29

TRACEABILITY TO 2006-2007 CRAD -- SR 13

### 3.2.9.26.19 "Quality Assurance Listing" Report

ACTION: NO CHANGE

WHAT: "Quality Assurance Listing" Report; this report can be run by
using an Ad Hoc report template available from the Folders Pane on the
Dashboard (see 3.2.9.26.1). This report includes specified fields from
the IA Tool database. This report will be primarily for use by FSA\'s QA
team for analyzing specified school data, even though the report will be
available for each school to run as well.

REPORT HEADER: None

REPORT FOOTER: None

For this report, display the following fields and associated data in the
order listed for all student records who have successfully completed the
Data Validation Process for the logged-in school code:

+------------------+---------------------------------------------------+
| Field Number     | Field Name                                        |
+------------------+---------------------------------------------------+
| 1.               | School Verification Flag (school-defined)         |
+------------------+---------------------------------------------------+
| 2.               | Student\'s Number of Family Members (Initial)     |
+------------------+---------------------------------------------------+
| 3.               | Student's Number in College (Initial)             |
+------------------+---------------------------------------------------+
| 4.               | Student\'s Adjusted Gross Income (Initial)        |
+------------------+---------------------------------------------------+
| 5.               | Student\'s U.S. Income Tax Paid (Initial)         |
+------------------+---------------------------------------------------+
| 6.               | Student\'s Tax Return Filed? (Initial)            |
+------------------+---------------------------------------------------+
| 7.               | Student\'s Exemptions Claimed (Initial)           |
+------------------+---------------------------------------------------+
| 8.               | Student\'s Income Earned from Work (Initial)      |
+------------------+---------------------------------------------------+
| 9.               | Spouse\'s Income Earned from Work (Initial)       |
+------------------+---------------------------------------------------+
| 10.              | Student\'s Total from Worksheet A (Initial)       |
+------------------+---------------------------------------------------+
| 11.              | Student\'s Total from Worksheet B (Initial)       |
+------------------+---------------------------------------------------+
| 12.              | Student\'s Total from Worksheet C (Initial)       |
+------------------+---------------------------------------------------+
| 13.              | Parents\' Number of Family Members (Initial)      |
+------------------+---------------------------------------------------+
| 14.              | Parents' Number in College (Initial)              |
+------------------+---------------------------------------------------+
| 15.              | Parents\' Tax Return Filed? (Initial)             |
+------------------+---------------------------------------------------+
| 16.              | Parents\' Adjusted Gross Income (Initial)         |
+------------------+---------------------------------------------------+
| 17.              | Parents\' U.S. Income Tax Paid (Initial)          |
+------------------+---------------------------------------------------+
| 18.              | Parents\' Exemptions Claimed (Initial)            |
+------------------+---------------------------------------------------+
| 19.              | Father\'s Income Earned from Work (Initial)       |
+------------------+---------------------------------------------------+
| 20.              | Mother\'s Income Earned from Work (Initial)       |
+------------------+---------------------------------------------------+
| 21.              | Parents\' Total from Worksheet A (Initial)        |
+------------------+---------------------------------------------------+
| 22.              | Parents\' Total from Worksheet B (Initial)        |
+------------------+---------------------------------------------------+
| 23.              | Parents\' Total from Worksheet C (Initial)        |
+------------------+---------------------------------------------------+
| 24.              | Dependency Override (Initial)                     |
+------------------+---------------------------------------------------+
| 25.              | Dependency Status (Initial)                       |
+------------------+---------------------------------------------------+
| 26.              | EFC (Initial)                                     |
+------------------+---------------------------------------------------+
| 27.              | Verification Tracking Flag (Initial)              |
+------------------+---------------------------------------------------+
| 28.              | Selected for Verification (Initial)               |
+------------------+---------------------------------------------------+
| 29.              | Pell Award Amount (Initial)                       |
+------------------+---------------------------------------------------+
| 30.              | Student\'s Number of Family Members (Paid On)     |
+------------------+---------------------------------------------------+
| 31.              | Student's Number in College (Paid On)             |
+------------------+---------------------------------------------------+
| 32.              | Student\'s Adjusted Gross Income (Paid On)        |
+------------------+---------------------------------------------------+
| 33.              | Student\'s U.S. Income Tax Paid (Paid On)         |
+------------------+---------------------------------------------------+
| 34.              | Student\'s Tax Return Filed? (Paid On)            |
+------------------+---------------------------------------------------+
| 35.              | Student\'s Exemptions Claimed (Paid On)           |
+------------------+---------------------------------------------------+
| 36.              | Student\'s Income Earned from Work (Paid On)      |
+------------------+---------------------------------------------------+
| 37.              | Spouse\'s Income Earned from Work (Paid On)       |
+------------------+---------------------------------------------------+
| 38.              | Student\'s Total from Worksheet A (Paid On)       |
+------------------+---------------------------------------------------+
| 39.              | Student\'s Total from Worksheet B (Paid On)       |
+------------------+---------------------------------------------------+
| 40.              | Student\'s Total from Worksheet C (Paid On)       |
+------------------+---------------------------------------------------+
| 41.              | Parents\' Number of Family Members (Paid On)      |
+------------------+---------------------------------------------------+
| 42.              | Parents' Number in College (Paid On)              |
+------------------+---------------------------------------------------+
| 43.              | Parents\' Tax Return Filed? (Paid On)             |
+------------------+---------------------------------------------------+
| 44.              | Parents\' Adjusted Gross Income (Paid On)         |
+------------------+---------------------------------------------------+
| 45.              | Parents\' U.S. Income Tax Paid (Paid On)          |
+------------------+---------------------------------------------------+
| 46.              | Parents\' Exemptions Claimed (Paid On)            |
+------------------+---------------------------------------------------+
| 47.              | Father\'s Income Earned from Work (Paid On)       |
+------------------+---------------------------------------------------+
| 48.              | Mother\'s Income Earned from Work (Paid On)       |
+------------------+---------------------------------------------------+
| 49.              | Parents\' Total from Worksheet A (Paid On)        |
+------------------+---------------------------------------------------+
| 50.              | Parents\' Total from Worksheet B (Paid On)        |
+------------------+---------------------------------------------------+
| 51.              | Parents\' Total from Worksheet C (Paid On)        |
+------------------+---------------------------------------------------+
| 52.              | Dependency Override (Paid On)                     |
+------------------+---------------------------------------------------+
| 53.              | Dependency Status (Paid On)                       |
+------------------+---------------------------------------------------+
| 54.              | EFC (Paid On)                                     |
+------------------+---------------------------------------------------+
| 55.              | Pell Award Amount (Paid On)                       |
+------------------+---------------------------------------------------+

Note: It is not necessary to use the exact Field Name as indicated in
the above table; the database table field name may used instead of or in
addition to the Field Name in the above table.

\- For each data row on the report, print the data for a specific
student record.

\- Output the report data in the following format: .xls (Microsoft Excel
Worksheet)

\- Display the field names and data by column rather than by row. That
is, the field names should be placed across the top of the report with
the associated data for each student record displayed underneath each
field name.

Use the following sample as a guide:

  ---------------- ------------ ----------- ----------- ----------- ----------
  School           Student's    Student's   Student's   Student's   "*Etc.*"
  Verification     Number of    Number in   Adjusted    U.S. Income 
  Flag             Family       College     Gross       Tax Paid    
                   Members                  Income                  

                                            2668        0           

                                            18499       1931        

                   2            1           29833       0           

  Y                6            2           40212       0           

                   2            1           16651       0           

                                            4338        0           

                                            6692        194         

  Y                                         5128        39          
  ---------------- ------------ ----------- ----------- ----------- ----------

TRACEABILITY TO 2004-2005 CRAD -- 27

### 3.2.9.26.20 "Verification Tracking Flags" Report

ACTION: NO CHANGE

WHAT: "Verification Tracking Flags" Report; this is one of the Standard
Reports available from the Folders Pane on the Dashboard that provides
the number of student records assigned specific Verification Tracking
Flag values.

REPORT HEADER: Display the standard IA Tool Report Header (see
3.2.9.26.6)

REPORT FOOTER: Display the standard IA Tool Report Footer (see
3.2.9.26.7)

Display the following for this report:

-   Display the Report Sample Size at the top of the report. Report
    Sample Size is defined as the total number of student records
    included in the report that meet the report criteria.

-   Display each unique Verification Tracking Flag value, based on the
    first two positions of the four-position Verification Tracking Flag
    value, for all the student records (Initial transactions and Paid On
    transactions) in the Report Sample.

    -   Display the Verification Tracking Flag values sorted in
        descending order (i.e., largest to smallest).

\# Records: For each unique Verification Tracking Flag value, display
the number of records that had that particular Verification Tracking
Flag assigned to them.

Can be less than or equal to Total Sample Size.

\% Corrected: For each unique Verification Tracking Flag value, display
the percentage of records that had that particular Verification Tracking
Flag assigned to them and had at least one field that changed.

Can be 0% - 100%.

\% EFC Change: For each unique Verification Tracking Flag value, display
the percentage of records that had that particular Verification Tracking
Flag assigned to them and whose EFC changed.

Can be 0% - 100%.

Can be less than or equal to % Corrected (but not greater).

Can be greater than, less than, or equal to % Pell Change.

\% Pell Change: For each unique Verification Tracking Flag value,
display the percentage of records that had that particular Verification
Tracking Flag assigned to them and whose Pell changed.

Can be 0% - 100%.

Can be less than or equal to % Corrected (but not greater).

Can be greater than, less than, or equal to % EFC Change.

If a Verification Tracking Flag record count ( \# ) or percentage ( % )
is selected, then take the user to the Student Listing Report (see
3.2.9.26.12) for the student records that are included in that selected
value.

Use the following sample as a guide:

U.S. DEPARTMENT OF EDUCATION                 2006-2007 ISIR Analysis
Tool

Federal School Code: 002495          School Name: TRUMAN STATE
UNIVERSITY

**Verification Tracking Flags**

THIS DOCUMENT CONTAINS SENSITIVE INFORMATION PROTECTED BY THE PRIVACY
ACT

Criteria:

\<Criteria\>

Report Sample Size: 100

Verification Tracking Flag Values - Initial Transaction:

> \# % % %
>
> [Records]{.underline} [Corrected]{.underline} [EFC Change]{.underline}
> [Pell Change]{.underline}

Verification Tracking Flag = 99\*: 1 100.0% 0.0% 0.0%

Verification Tracking Flag = 84\*: 2 50.0% 50.0% 0.0%

Verification Tracking Flag = 72\*: 7 71.4% 42.9% 57.1%

Verification Tracking Flag = 24\*: 1 0.0% 0.0% 0.0%

Verification Tracking Flag = 23\*: 5 80.0% 40.0% 60.0%

Verification Tracking Flag = 01\*: 1 0.0% 0.0% 0.0%

Verification Tracking Flag = 00\*: 1 100.0% 100.0% 0.0%

Verification Tracking Flag Values - Paid On Transaction:

> \# % % %
>
> [Records]{.underline} [Corrected]{.underline} [EFC Change]{.underline}
> [Pell Change]{.underline}

Verification Tracking Flag = 99\*: 2 50.0% 0.0% 0.0%

Verification Tracking Flag = 89\*: 1 0.0% 0.0% 0.0%

Verification Tracking Flag = 84\*: 2 0.0% 0.0% 0.0%

Verification Tracking Flag = 83\*: 1 100.0% 100.0% 100.0%

Verification Tracking Flag = 61\*: 2 50.0% 50.0% 50.0%

Verification Tracking Flag = 60\*: 1 100.0% 0.0% 50.0%

Verification Tracking Flag = 23\*: 1 100.0% 50.0% 0.0%

Verification Tracking Flag = 00\*: 8 37.5% 25.0% 12.5%

\* = Verification Tracking Flag value. Only the first two positions of
the four-position Verification Tracking Flag value are displayed. The
higher the Verification Tracking Flag value, the higher the priority for
selection by the CPS.

03/12/2006                                                      PAGE:  
1

TRACEABILITY TO 2005-2006 CRAD -- REPORTS 26

### 3.2.9.27 "IA Tool Extract Error Report"

ACTION: NO CHANGE

WHAT: "IA Tool Extract Error Report"

-   If there are any "failures" when records are being extracted from
    the ISIR DataMart for subsequent storage in the IA Tool database,
    then generate and display a report identifying the records that were
    not able to be extracted from the ISIR DataMart.

    -   Failures:

1.  Transaction Does Not Exist

2.  School Code is Not Listed

3.  Record (Original SSN/Name ID) Does Not Exist

4.  Blank EFC

5.  Maximum of 1500 Records Exceeded (this is a non-record-specific
    error)

6.  Initial Transaction \# Greater than Paid On Transaction \#

-   Only include the first failure encountered for a record.

-   Use the following priority order when reporting errors:

1\. Maximum of 1500 Records Exceeded (this is a non-record-specific
error)

2\. Record (Original SSN/Name ID) Does Not Exist

3\. Transaction Does Not Exist

4\. School Code is Not Listed

5\. Blank EFC

6\. Initial Transaction \# Greater than Paid On Transaction \#

-   Do not include "successes" on the report.

-   Include a summary total of the number of record-specific "failures".

Identify each record on the report by the following:

\- Original Student SSN

\- First two characters of Original Student Last Name

\- The Initial Transaction Number for the student (if available)

\- The Paid On Transaction Number for the student (if available)

\- Reason

-   Transaction Does Not Exist, or

-   School Code is Not Listed, or

-   Record Does Not Exist, or

-   Blank EFC, or

-   SSN File Exceeds 1500 Records, or

-   Initial Transaction \# Greater than Paid On Transaction \#

Use the following sample as a guide:

Error Report

  ------------- ---------- ------------- ------------- ------------------------
  Original SSN  Name ID    Initial       Paid On       Error
                           Transaction   Transaction   
                           \#            \#            

  001010001     MP         01            02            Transaction Does Not
                                                       Exist

  555102003     CK         03            05            Blank EFC
  ------------- ---------- ------------- ------------- ------------------------

TRACEABILITY TO 2004-2005 CRAD -- 18

### 3.2.9.28 Standard Confirmation Page

ACTION: NO CHANGE

WHAT: "Standard Confirmation Page" page; this page contains feedback as
to the outcome of various processes.

WEB BROWSER TITLE: Confirmation - FAA Access to CPS Online - U.S.
Department of Education

PAGE HEADER: Display the standard IA Tool Page Header (see 3.2.9.5)

LEFT NAV BAR: Display the standard IA Tool Left Nav Bar (see 3.2.9.6)

PAGE FOOTER: Display the standard IA Tool Page Footer (see 3.2.9.7)

\- The information that displays on this page will be dynamic based on
the process being performed. Individual requirements will contain
guidance on the information that needs to be displayed.

TRACEABILITY TO 2004-2005 CRAD -- 18, 19, 25

### 3.2.9.28.1 "Data Request: Auto-Load Confirmation" page (ia_data_request_auto_conf.jsp)

(FAA template #3)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | Data Request: Auto-Load -      | \<            |      |
| Text   | --1 | \<                             | \*\>Displayed |      |
|        |     | \*\>Initial\</\*\>\<\*\*\>Paid | if            |      |
|        |     | On\</\*\*\> Confirmation       | \[szDataF     |      |
|        |     |                                | unction\]='4' |      |
|        |     |                                |               |      |
|        |     |                                | \<\*          |      |
|        |     |                                | \*\>Displayed |      |
|        |     |                                | if            |      |
|        |     |                                | \[szDataF     |      |
|        |     |                                | unction\]='5' |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<\*\>No corresponding records | \<            |      |
|        | D-1 | to auto-load. \</\*\>          | \*\>Displayed |      |
|        |     |                                | if            |      |
|        |     | \<\*\*\>Successfully updated   | \[RET         |      |
|        |     | \[NUMSUCCESS\]                 | URNCODE\]=100 |      |
|        |     | records\</\*\*\>               |               |      |
|        |     |                                | \<\*          |      |
|        |     |                                | \*\>Displayed |      |
|        |     |                                | if            |      |
|        |     |                                | \[RET         |      |
|        |     |                                | URNCODE\]=000 |      |
+--------+-----+--------------------------------+---------------+------+
| C      | C-3 | Return (btn_return.gif)        | \[dowh        |      |
| ommand |     |                                | at\]=display, |      |
| Button |     |                                | \[pageid\]=10 |      |
|        |     |                                | and submits   |      |
+--------+-----+--------------------------------+---------------+------+

### 3.2.9.28.2 "Data Request: Data Confirmation" page (ia_data_conf.jsp -- Secure)

(FAA template #3)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | Data Request:                  | \<            |      |
| Text   | --1 | \<\*\>ISIR\</\*\>              | \*\>Displayed |      |
|        |     | \                              | when          |      |
|        |     | <\*\*\>User-Specified\</\*\*\> | \[szD         |      |
|        |     | Data Confirmation              | ataType\]='1' |      |
|        |     |                                |               |      |
|        |     |                                | \<\*          |      |
|        |     |                                | \*\>Displayed |      |
|        |     |                                | when          |      |
|        |     |                                | \[szD         |      |
|        |     |                                | ataType\]='2' |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<\*\>All data has             | \<            |      |
|        | D-1 | successfully been cleared from | \*\>Displayed |      |
|        |     | the IA Tool database\</\*\>    | if            |      |
|        |     |                                | \[RET         |      |
|        |     | \<\*\*\>Successfully loaded    | URNCODE\]=000 |      |
|        |     | \[numsuccess\] records.        | and           |      |
|        |     |                                | \[szD         |      |
|        |     | \</\*\*\>                      | ataFunction\] |      |
|        |     |                                | = '3' and     |      |
|        |     | \<\*\*\*\>Successfully updated | \             |      |
|        |     | \[numuserupdated\] records.    | [szDataType\] |      |
|        |     |                                | = '1'         |      |
|        |     | \</\*\*\*\>                    |               |      |
|        |     |                                | \<\*          |      |
|        |     | \<\*\*\*\*\>Errors were        | \*\>Displayed |      |
|        |     | encountered while reading the  | if            |      |
|        |     | input file. Please see the     | \[RET         |      |
|        |     | report below for details of    | URNCODE\]=000 |      |
|        |     | these errors, and confirm that | and           |      |
|        |     | data is correctly formatted    | \             |      |
|        |     | and then retry.                | [NUMSUCCESS\] |      |
|        |     |                                | \> 0 and      |      |
|        |     | \</\*\*\*\>                    | \[szD         |      |
|        |     |                                | ataFunction\] |      |
|        |     |                                | != '3' and    |      |
|        |     |                                | \[szD         |      |
|        |     |                                | ataType\]='1' |      |
|        |     |                                |               |      |
|        |     |                                | \<\*\*        |      |
|        |     |                                | \*\>Displayed |      |
|        |     |                                | if            |      |
|        |     |                                | \[RET         |      |
|        |     |                                | URNCODE\]=000 |      |
|        |     |                                | and           |      |
|        |     |                                | \             |      |
|        |     |                                | [NUMSUCCESS\] |      |
|        |     |                                | \> 0 and      |      |
|        |     |                                | \[szD         |      |
|        |     |                                | ataType\]='2' |      |
+--------+-----+--------------------------------+---------------+------+
| If     |     |                                |               |      |
| errors |     |                                |               |      |
| were   |     |                                |               |      |
| rep    |     |                                |               |      |
| orted, |     |                                |               |      |
| d      |     |                                |               |      |
| isplay |     |                                |               |      |
| the    |     |                                |               |      |
| follo  |     |                                |               |      |
| wing - |     |                                |               |      |
| START  |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<white\>Error                 |               |      |
| (Black | D-2 | Report\</white\>               |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \<white\>Original              |               |      |
| (Black |     | SSN\</white\>                  |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \<white\>Name ID\</white\>     |               |      |
| (Black |     |                                |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| If     |     |                                |               |      |
| data   |     |                                |               |      |
| subm   |     |                                |               |      |
| ission |     |                                |               |      |
| was    |     |                                |               |      |
| ISIR   |     |                                |               |      |
| Data,  |     |                                |               |      |
| the    |     |                                |               |      |
| di     |     |                                |               |      |
| splay: |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-3 | \<white\>Initial Transaction   |               |      |
| (Black |     | #\</white\>                    |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 | \<white\>Paid On Transaction   |               |      |
| (Black |     | #\</white\>                    |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| If     |     |                                |               |      |
| data   |     |                                |               |      |
| subm   |     |                                |               |      |
| ission |     |                                |               |      |
| was    |     |                                |               |      |
| user-d |     |                                |               |      |
| efined |     |                                |               |      |
| data,  |     |                                |               |      |
| the    |     |                                |               |      |
| di     |     |                                |               |      |
| splay: |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-3 | \<white\>Field                 |               |      |
| (Black |     | Number\</white\>               |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 | \<white\>Field Value\</white\> |               |      |
| (Black |     |                                |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Always |     |                                |               |      |
| di     |     |                                |               |      |
| splay: |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 | \<white\>Error\</white\>       |               |      |
| (Black |     |                                |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Start  |     |                                |               |      |
| of     |     |                                |               |      |
| L      |     |                                |               |      |
| ooping |     |                                |               |      |
| t      |     |                                |               |      |
| hrough |     |                                |               |      |
| error  |     |                                |               |      |
| fields |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 |                                | Display       |      |
|        |     |                                | \[REJEC       |      |
|        |     |                                | T_SSN\]\[i\], |      |
|        |     |                                | formatted as  |      |
|        |     |                                | xxx-xx-xxxx   |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 |                                | Display       |      |
|        |     |                                | \[REJECT_     |      |
|        |     |                                | NAMEID\]\[i\] |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-3 |                                | Display       |      |
|        |     |                                | \[REJECT_IN   |      |
|        |     |                                | ITTRAN\]\[i\] |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 |                                | Display       |      |
|        |     |                                | \[REJECT_PA   |      |
|        |     |                                | IDTRAN\]\[i\] |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 |                                | Display       |      |
|        |     |                                | \[REJEC       |      |
|        |     |                                | T_TEXT\]\[i\] |      |
+--------+-----+--------------------------------+---------------+------+
| End of |     |                                |               |      |
| L      |     |                                |               |      |
| ooping |     |                                |               |      |
| t      |     |                                |               |      |
| hrough |     |                                |               |      |
| error  |     |                                |               |      |
| fields |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| If     |     |                                |               |      |
| errors |     |                                |               |      |
| were   |     |                                |               |      |
| rep    |     |                                |               |      |
| orted, |     |                                |               |      |
| d      |     |                                |               |      |
| isplay |     |                                |               |      |
| the    |     |                                |               |      |
| follo  |     |                                |               |      |
| wing - |     |                                |               |      |
| END    |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| C      | C-3 | Return (btn_return.gif)        | \[dowh        |      |
| ommand |     |                                | at\]=display, |      |
| Button |     |                                | \[pageid\]=10 |      |
|        |     |                                | and submits   |      |
+--------+-----+--------------------------------+---------------+------+

### 3.2.9.28.3 "User-Specified Fields: Confirmation" page (ia_user_fields_conf.jsp -- Secure)

(FAA template #3)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | User-Specified Fields:         |               |      |
| Text   | --1 | Confirmation                   |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<\*\>All selected fields and  | \<            |      |
|        | D-1 | associated data has            | \*\>Displayed |      |
|        |     | successfully been              | if            |      |
|        |     | deleted.\</\*\>                | \[szUserD     |      |
|        |     |                                | ataMode\]='3' |      |
|        |     | \<\*\*\>All new user-specified |               |      |
|        |     | fields were successfully       | \<\*          |      |
|        |     | added.\</\*\*\>                | \*\>Displayed |      |
|        |     |                                | if            |      |
|        |     | \<red\>\[REJECTTEXT\]\</red\>  | \[szU         |      |
|        |     |                                | serDataMode\] |      |
|        |     |                                | = '2'         |      |
+--------+-----+--------------------------------+---------------+------+
| C      | C-3 | Return (btn_return.gif)        | \[dowh        |      |
| ommand |     |                                | at\]=display, |      |
| Button |     |                                | \[pageid\]=10 |      |
|        |     |                                | and submits   |      |
+--------+-----+--------------------------------+---------------+------+

### 3.2.9.28.4 "Student Data: Confirmation" page (ia_stud_data_conf.jsp -- Secure)

(FAA template #3)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | Student Data                   | \<            |      |
| Text   | --1 | \<\*\>Update\                  | \*\>Displayed |      |
|        |     | </\*\>\<\*\*\>Delete\</\*\*\>: | if            |      |
|        |     | Confirmation                   | \[RET         |      |
|        |     |                                | URNCODE\]=000 |      |
|        |     |                                | and           |      |
|        |     |                                | \[szStud      |      |
|        |     |                                | entListMode\] |      |
|        |     |                                | = '2'         |      |
|        |     |                                |               |      |
|        |     |                                | \<\*\*\>      |      |
|        |     |                                | Displayed if  |      |
|        |     |                                | \[RET         |      |
|        |     |                                | URNCODE\]=000 |      |
|        |     |                                | and           |      |
|        |     |                                | \[szStud      |      |
|        |     |                                | entListMode\] |      |
|        |     |                                | = '3'         |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<\*\>The School Verification  | \<            |      |
|        | D-1 | Flag was successfully updated  | \*\>Displayed |      |
|        |     | for all records.\</\*\>        | if            |      |
|        |     |                                | \[RET         |      |
|        |     | \<\*\*\>All selected records   | URNCODE\]=000 |      |
|        |     | were successfully              | and           |      |
|        |     | deleted.\</\*\*\>              | \[szStudentL  |      |
|        |     |                                | istMode\]='2' |      |
|        |     |                                |               |      |
|        |     |                                | \<\*          |      |
|        |     |                                | \*\>Displayed |      |
|        |     |                                | if            |      |
|        |     |                                | \[RET         |      |
|        |     |                                | URNCODE\]=000 |      |
|        |     |                                | and           |      |
|        |     |                                | \[szStud      |      |
|        |     |                                | entListMode\] |      |
|        |     |                                | = '3'         |      |
+--------+-----+--------------------------------+---------------+------+
| C      | C-3 | Return (btn_return.gif)        | \[dowh        |      |
| ommand |     |                                | at\]=display, |      |
| Button |     |                                | \[pageid\]=10 |      |
|        |     |                                | and submits   |      |
+--------+-----+--------------------------------+---------------+------+

### 3.2.9.28.5 "Student User-Specified Data: Confirmation" page (ia_stud_user_conf.jsp -- Secure)

(FAA template #3)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | Student User-Specified Data:   |               |      |
| Text   | --1 | Confirmation                   |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<\*\>The User-Specified Data  | \<            |      |
|        | D-1 | update completed               | \*\>Displayed |      |
|        |     | successfully.\</\*\>           | if            |      |
|        |     |                                | \             |      |
|        |     | \<\*\*\>Errors were            | [RETURNCODE\] |      |
|        |     | encountered on submission of   | = 000         |      |
|        |     | data. Please confirm that data |               |      |
|        |     | is correctly formatted and     | \<\*          |      |
|        |     | retry.\</\*\*\>                | \*\>Displayed |      |
|        |     |                                | if            |      |
|        |     |                                | \             |      |
|        |     |                                | [RETURNCODE\] |      |
|        |     |                                | != 000        |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<white\>Error                 |               |      |
| (Black | D-2 | Report\</white\>               |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \<white\>Original              |               |      |
| (Black |     | SSN\</white\>                  |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \<white\>Name ID\</white\>     |               |      |
| (Black |     |                                |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-3 | \<white\>Field                 |               |      |
| (Black |     | Number\</white\>               |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 | \<white\>Field Value\</white\> |               |      |
| (Black |     |                                |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 | \<white\>Error\</white\>       |               |      |
| (Black |     |                                |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Start  |     |                                |               |      |
| of     |     |                                |               |      |
| L      |     |                                |               |      |
| ooping |     |                                |               |      |
| t      |     |                                |               |      |
| hrough |     |                                |               |      |
| error  |     |                                |               |      |
| fields |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 |                                | Display       |      |
|        |     |                                | \[REJEC       |      |
|        |     |                                | T_SSN\]\[i\], |      |
|        |     |                                | formatted as  |      |
|        |     |                                | xxx-xx-xxxx   |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 |                                | Display       |      |
|        |     |                                | \[REJECT_     |      |
|        |     |                                | NAMEID\]\[i\] |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | C-3 |                                | Display       |      |
|        |     |                                | \[REJECT_IN   |      |
|        |     |                                | ITTRAN\]\[i\] |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 |                                | Display       |      |
|        |     |                                | \[REJECT_PA   |      |
|        |     |                                | IDTRAN\]\[i\] |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 |                                | Display       |      |
|        |     |                                | \[REJEC       |      |
|        |     |                                | T_TEXT\]\[i\] |      |
+--------+-----+--------------------------------+---------------+------+
| End of |     |                                |               |      |
| L      |     |                                |               |      |
| ooping |     |                                |               |      |
| t      |     |                                |               |      |
| hrough |     |                                |               |      |
| error  |     |                                |               |      |
| fields |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| C      | C-3 | Return (btn_return.gif)        | \[            |      |
| ommand |     |                                | dowhat\]=next |      |
| Button |     |                                | and submits   |      |
+--------+-----+--------------------------------+---------------+------+

### 3.2.9.28.6 "Export: Confirmation" page (ia_export_conf.jsp -- Secure)

(FAA template #3)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | Export: Confirmation           |               |      |
| Text   | --1 |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<\*\>You currently do not     | \<            |      |
|        | D-1 | have any records in the IA     | \*\>Displayed |      |
|        |     | Tool database.\</\*\>          | if            |      |
|        |     |                                | \[RET         |      |
|        |     | \<\*\*\>Successfully exported  | URNCODE\]=100 |      |
|        |     | \<*nn*\> records. Your         |               |      |
|        |     | exported file will be          | \<\*          |      |
|        |     | available in your SAIG         | \*\>Displayed |      |
|        |     | mailbox.\</\*\*\>              | if            |      |
|        |     |                                | \[RET         |      |
|        |     |                                | URNCODE\]=000 |      |
+--------+-----+--------------------------------+---------------+------+
| C      | C-3 | Return (btn_return.gif)        | \[dowh        |      |
| ommand |     |                                | at\]=display, |      |
| Button |     |                                | \[pageid\]=10 |      |
|        |     |                                | and submits   |      |
+--------+-----+--------------------------------+---------------+------+

### 3.2.9.28.7 "Data Validation: Confirmation" page (ia_data_valid_conf.jsp -- Secure)

(FAA template #3)

+--------+-----+--------------------------------+---------------+------+
| C      | For | Text or Description            | Field Content | F    |
| ontrol | mat |                                |               | ield |
| Type   |     |                                |               | Le   |
|        |     |                                |               | ngth |
+--------+-----+--------------------------------+---------------+------+
| H2     | BCD | Data Validation: Confirmation  |               |      |
| Text   | --1 |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<\*\>You currently do not     | \<            |      |
|        | D-1 | have any records in the IA     | \*\>Displayed |      |
|        |     | Tool database.\</\*\>          | if            |      |
|        |     |                                | \[RET         |      |
|        |     | \<\*\*\>                       | URNCODE\]=100 |      |
|        |     |                                |               |      |
|        |     | \<Bold\>\[NUMVALID\]\</Bold\>  | \<\*          |      |
|        |     | records were validated.        | \*\>Displayed |      |
|        |     |                                | if            |      |
|        |     | \<Bold                         | \[RET         |      |
|        |     | \>\[NUMVALIDSUCCESS\]\</Bold\> | URNCODE\]=000 |      |
|        |     | records were successfully      |               |      |
|        |     | validated                      |               |      |
|        |     |                                |               |      |
|        |     | \<B                            |               |      |
|        |     | old\>\[NUMVALIDFAIL\]\</Bold\> |               |      |
|        |     | records failed validation and  |               |      |
|        |     | were deleted.                  |               |      |
|        |     |                                |               |      |
|        |     | \</\*\*\>                      |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | BC  | \<white\>Error                 |               |      |
| (Black | D-2 | Report\</white\>               |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \<white\>Original              |               |      |
| (Black |     | SSN\</white\>                  |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 | \<white\>Name ID\</white\>     |               |      |
| (Black |     |                                |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 | \<white\>Error\</white\>       |               |      |
| (Black |     |                                |               |      |
| Backg  |     |                                |               |      |
| round) |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Start  |     |                                |               |      |
| of     |     |                                |               |      |
| L      |     |                                |               |      |
| ooping |     |                                |               |      |
| t      |     |                                |               |      |
| hrough |     |                                |               |      |
| error  |     |                                |               |      |
| fields |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 |                                | Display       |      |
|        |     |                                | \[REJEC       |      |
|        |     |                                | T_SSN\]\[i\], |      |
|        |     |                                | formatted as  |      |
|        |     |                                | xxx-xx-xxxx   |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | B-3 |                                | Display       |      |
|        |     |                                | \[REJECT_     |      |
|        |     |                                | NAMEID\]\[i\] |      |
+--------+-----+--------------------------------+---------------+------+
| Text   | D-3 |                                | Display       |      |
|        |     |                                | \[REJEC       |      |
|        |     |                                | T_TEXT\]\[i\] |      |
+--------+-----+--------------------------------+---------------+------+
|        |     |                                |               |      |
+--------+-----+--------------------------------+---------------+------+
| C      | C-3 | Return (btn_return.gif)        | \[dowh        |      |
| ommand |     |                                | at\]=display, |      |
| Button |     |                                | \[pageid\]=10 |      |
|        |     |                                | and submits   |      |
+--------+-----+--------------------------------+---------------+------+

### 3.2.9.29 Data Flow Diagram

The following data flow diagram depicts the flow of screen pages for IA
Tool within the FAA Access to CPS Online.

![](media/image3.wmf)

[]{#__RefHeading___Toc109794972 .anchor}**Glossary**

Dashboard -- WebFOCUS Business Intelligence Dashboard. Term used to
describe the page for IBI's tool from which IA Tool reports are
generated. Used to choose parameters and formatting options for reports.

FSA -- Federal Student Aid (U.S. Department of Education)

IA Tool -- ISIR Analysis Tool

IBI -- Information Builders; company that developed and supports
WebFOCUS

Pane -- a section of the Dashboard used to display report folders or
pre-defined IA Tool summary data.

WebFOCUS -- IBI's product being used by IA Tool to generate reports.

## Appendices

### 1. Fields for Extraction and Storage

Use this appendix as an additional reference for FS 3.2.9.12,
3.2.9.12.2, and 3.2.9.26.7.3. It contains details on which ISIR fields
need to be extracted from the ISIR DataMart and subsequent storage in
the user's IA Tool database. These fields are also available for Field
Selection and for Selection Criteria for Ad Hoc reports.

-   For each record (Original SSN/Name ID) in the SSN File,
    Update/Overlay fields 1 -- 14 (the "Initial/Paid On" transaction
    fields) as follows:

    -   If the Paid On transaction value is blank, then use the value
        from the Initial ISIR transaction extracted from the ISIR
        DataMart into the IA Tool database.

    -   If the Paid On transaction value is not blank, then use the
        value from the Paid On ISIR transaction extracted from the ISIR
        DataMart into the IA Tool database.

-   If "Initial" transactions or "Both Initial and Paid On" transactions
    are being extracted from the ISIR DataMart, then, for each record
    (Original SSN/Name ID) in the SSN File, update "Initial" transaction
    fields (fields whose value in the "TRANSACTION" column in the table
    below is "Initial") in the IA Tool database with their ISIR values.

-   If "Paid On" transactions or "Both Initial and Paid On" transactions
    are being extracted from the ISIR DataMart, then, for each record
    (Original SSN/Name ID) in the SSN File, update "Paid On" transaction
    fields (fields whose value in the "TRANSACTION" column in the table
    below is "Paid On") in the IA Tool database with their ISIR values.

Additional fields to store with each record stored in the IA Tool
database (these values are calculated during the Data Validation
Process):

-   Initial transaction Pell Award

-   Paid On transaction Pell Award

-   Difference between the Pell Award for the Initial Transaction and
    the Pell Award for the Paid On transaction (\<Paid On\> minus
    \<Initial\>)

-   The total number of fields that changed for each record

Fields to extract from the ISIR DataMart into the IA Tool database:

+----+----+---------------------------+-----------+-------+---------+
| *  | *  | **ISIR Field**            | **Tran    | **    | **CALC  |
| *F | *F |                           | saction** | INDIC | ULATE** |
| ie | ie |                           |           | ATE** |         |
| ld | ld |                           |           |       | **field |
| ** | ** |                           |           | **    | diff?** |
|    |    |                           |           | field |         |
| *  | ** |                           |           | di    |         |
| *N | Le |                           |           | ff?** |         |
| o. | ng |                           |           |       |         |
| ** | th |                           |           |       |         |
|    | ** |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Year Indicator            | Ini       |       |         |
| .  |    |                           | tial/Paid |       |         |
|  [ |    |                           | On        |       |         |
| ]{ |    |                           |           |       |         |
| .m |    |                           |           |       |         |
| ar |    |                           |           |       |         |
| k} |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 9  | Original Social Security  | Ini       |       |         |
| .  |    | Number                    | tial/Paid |       |         |
|  [ |    |                           | On        |       |         |
| ]{ |    |                           |           |       |         |
| .m |    |                           |           |       |         |
| ar |    |                           |           |       |         |
| k} |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 3. | 2  | Original Name ID          | Ini       |       |         |
|    |    |                           | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 4. | 16 | Student's Last Name       | Ini       |       |         |
|    |    |                           | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 5. | 12 | Student's First Name      | Ini       |       |         |
|    |    |                           | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 6. | 1  | Middle Initial            | Ini       |       |         |
|    |    |                           | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 7. | 2  | Student's Permanent State | Ini       |       |         |
|    |    |                           | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 8. | 5  | Student's Permanent Zip   | Ini       |       |         |
|    |    | Code                      | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 9. | 8  | Student's Date of Birth   | Ini       |       |         |
|    |    |                           | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 10 | 1  | Student's Citizenship     | Ini       |       |         |
| .  |    | Status                    | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 11 | 6  | Student's Marital Status  | Ini       |       |         |
| .  |    | Date                      | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 12 | 2  | Student's Legal Residence | Ini       |       |         |
| .  |    | Date -- Month             | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    | 4  | Student's Legal Residence | Ini       |       |         |
|    |    | Date -- Year              | tial/Paid |       |         |
|    |    |                           | On        |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 13 | 1  | Student's Marital Status  | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 14 | 2  | Student's State of Legal  | Initial   | Y     |         |
| .  |    | Residence                 |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 15 | 2  | CPS Transaction Number    | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 16 | 1  | Are You Male?             | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 17 | 1  | Degree/Certificate        | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 18 | 1  | Grade Level in College    | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 19 | 1  | First Bachelor's Degree   | Initial   | Y     |         |
| .  |    | By 07-01-2006?            |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 20 | 1  | Father's Highest Grade    | Initial   | Y     |         |
| .  |    | Level Completed           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 21 | 1  | Mother's Highest Grade    | Initial   | Y     |         |
| .  |    | Level Completed           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 22 | 1  | Drug Conviction Affecting | Initial   | Y     |         |
| .  |    | Eligibility               |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 23 | 1  | Student's Tax Return      | Initial   | Y     |         |
| .  |    | Completed?                |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 24 | 1  | Student's Type of 2005    | Initial   | Y     |         |
| .  |    | Tax Form Used?            |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 25 | 1  | Student Eligible to file  | Initial   | Y     |         |
| .  |    | 1040A or 1040EZ?          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 26 | 6  | Student's Adjusted Gross  | Initial   | Y     | Y       |
| .  |    | Income from IRS form      |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 27 | 5  | Student's U.S. Income Tax | Initial   | Y     | Y       |
| .  |    | Paid                      |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 28 | 2  | Student's Exemptions      | Initial   | Y     | Y       |
| .  |    | Claimed                   |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 29 | 6  | Student's Income Earned   | Initial   | Y     | Y       |
| .  |    | from Work                 |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 30 | 6  | Spouse's Income Earned    | Initial   | Y     | Y       |
| .  |    | from Work                 |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 31 | 5  | Student's Total Amount    | Initial   | Y     | Y       |
| .  |    | from Worksheet A          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 32 | 5  | Student's Total Amount    | Initial   | Y     | Y       |
| .  |    | from Worksheet B          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 33 | 5  | Student's Total Amount    | Initial   | Y     | Y       |
| .  |    | from Worksheet C          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 34 | 6  | Student's Cash, Savings,  | Initial   | Y     | Y       |
| .  |    | and Checking              |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 35 | 6  | Student's Investment Net  | Initial   | Y     | Y       |
| .  |    | Worth                     |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 36 | 6  | Student's Business and/or | Initial   | Y     | Y       |
| .  |    | Investment Farm Net Worth |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 37 | 2  | No. of Months Veterans    | Initial   | Y     |         |
| .  |    | Education Benefits        |           |       |         |
|    |    | Received                  |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 38 | 4  | Monthly Veterans          | Initial   | Y     |         |
| .  |    | Education Benefits        |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 39 | 1  | Born Before 01-01-1983?   | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 40 | 1  | Working on a Master's or  | Initial   | Y     |         |
| .  |    | Doctorate Program?        |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 41 | 1  | Is Student Married?       | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 42 | 1  | Have Children you         | Initial   | Y     |         |
| .  |    | support?                  |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 43 | 1  | Have Legal Dependents     | Initial   | Y     |         |
| .  |    | Other than Children or    |           |       |         |
|    |    | Spouse?                   |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 44 | 1  | Orphan or Ward of Court?  | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 45 | 1  | Veteran of U.S. Armed     | Initial   | Y     |         |
| .  |    | Forces?                   |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 46 | 1  | Parent's Marital Status   | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 47 | 6  | Parent\'s Marital Status  | Initial   | Y     |         |
| .  |    | Date                      |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 48 | 2  | Parents' Number of Family | Initial   | Y     | Y       |
| .  |    | Members                   |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 49 | 1  | Parents' Number in        | Initial   | Y     | Y       |
| .  |    | College                   |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 50 | 2  | Parents' State of Legal   | Initial   | Y     |         |
| .  |    | Residence                 |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 51 | 2  | Parents' Legal Residence  | Initial   | Y     |         |
| .  |    | Date - Month              |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    | 4  | Parents' Legal Residence  | Initial   | Y     |         |
|    |    | Date - Year               |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 52 | 1  | Parents' Tax Return       | Initial   | Y     |         |
| .  |    | Completed?                |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 53 | 1  | Parents' Type of 2005 Tax | Initial   | Y     |         |
| .  |    | Form Used?                |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 54 | 1  | Parents' Eligible to file | Initial   | Y     |         |
| .  |    | 1040A or 1040EZ?          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 55 | 6  | Parents' Adjusted Gross   | Initial   | Y     | Y       |
| .  |    | Income from IRS form      |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 56 | 6  | Parents' U.S. Income Tax  | Initial   | Y     | Y       |
| .  |    | Paid                      |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 57 | 1  | Parents' Exemptions       | Initial   | Y     | Y       |
| .  |    | Claimed                   |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 58 | 6  | Father's/Stepfather's     | Initial   | Y     | Y       |
| .  |    | Income Earned from Work   |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 59 | 6  | Mother's/                 | Initial   | Y     | Y       |
| .  |    |                           |           |       |         |
|    |    | Stepmother's Income       |           |       |         |
|    |    | Earned from Work          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 60 | 5  | Parents' Total Amount     | Initial   | Y     | Y       |
| .  |    | from Worksheet A          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 61 | 5  | Parents' Total Amount     | Initial   | Y     | Y       |
| .  |    | from Worksheet B          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 62 | 5  | Parents' Total Amount     | Initial   | Y     | Y       |
| .  |    | from Worksheet C          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 63 | 6  | Parents' Cash, Savings,   | Initial   | Y     | Y       |
| .  |    | and Checking              |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 64 | 6  | Parents' Investment Net   | Initial   | Y     | Y       |
| .  |    | Worth                     |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 65 | 6  | Parents' Business and/or  | Initial   | Y     | Y       |
| .  |    | Investment Farm Net Worth |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 66 | 2  | Student's Number of       | Initial   | Y     | Y       |
| .  |    | Family Members            |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 67 | 1  | Student's Number in       | Initial   | Y     | Y       |
| .  |    | College                   |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 68 | 1  | Enrollment Status         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 69 | 9  | Preparer's Social         | Initial   | Y     |         |
| .  |    | Security Number           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 70 | 9  | Preparer's Employer       | Initial   | Y     |         |
| .  |    | Identification Number     |           |       |         |
|    |    | (EIN)                     |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 71 | 1  | Dependency Override       | Initial   | Y     |         |
| .  |    | Indicator                 |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 72 | 1  | Dependency Status         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 73 | 1  | Transaction Data Source   | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    | 1  | Transaction Type Code     | Initial   | Y     |         |
+----+----+---------------------------+-----------+-------+---------+
| 74 | 8  | Transaction Receipt Date  | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 75 | 1  | Assumption Override 1     | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 76 | 1  | Assumption Override 2     | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 77 | 1  | Assumption Override 3     | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 78 | 1  | Assumption Override 4     | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 79 | 1  | Assumption Override 5     | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 80 | 1  | Assumption Override 6     | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 81 | 1  | Reject Override 3         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 82 | 1  | Reject Override 12        | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 83 | 1  | Reject Override A         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 84 | 1  | Reject Override B         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 85 | 1  | Reject Override C         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 86 | 1  | Reject Override G         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 87 | 1  | Reject Override J         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 88 | 1  | Reject Override K         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 89 | 1  | Reject Override N         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 90 | 1  | Reject Override W         | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 91 | 9  | Student's Current Social  | Initial   | Y     |         |
| .  |    | Security Number           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 92 | 2  | Correction Applied        | Initial   | Y     |         |
| .  |    | against Transaction       |           |       |         |
|    |    | Number                    |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 93 | 1  | FAA Adjustment            | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 94 | 1  | EFC Change Flag           | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 95 | 1  | Reject Status Change Flag | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 96 | 1  | Verification Selection    | Initial   | Y     |         |
| .  |    | Change Flag               |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 97 | 1  | Source of Correction      | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 98 | 1  | Graduate Flag             | Initial   | Y     |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 99 | 1  | Pell Grant Eligibility    | Initial   | Y     |         |
| .  |    | Flag                      |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Automatic Zero EFC        | Initial   | Y     |         |
| 00 |    | Indicator                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Simplified Needs Test     | Initial   | Y     |         |
| 01 |    | (SNT)                     |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumed Citizenship       | Initial   | Y     |         |
| 02 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumed Student's Marital | Initial   | Y     |         |
| 03 |    | Status                    |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Assumed Student's AGI     | Initial   | Y     |         |
| 04 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Assumed Student's U.S.    | Initial   | Y     |         |
| 05 |    | Tax Paid                  |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Assumed Student's Income  | Initial   | Y     |         |
| 06 |    | from Work                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Assumed Spouse's Income   | Initial   | Y     |         |
| 07 |    | from Work                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Assumed Student's Total   | Initial   | Y     |         |
| 08 |    | from Worksheet C          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumed Date of Birth     | Initial   | Y     |         |
| 09 |    | Prior                     |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumed Student Is        | Initial   | Y     |         |
| 10 |    | Married/Remarried         |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumed Have Children You | Initial   | Y     |         |
| 11 |    | Support?                  |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumed Have Legal        | Initial   | Y     |         |
| 12 |    | Dependents Other than     |           |       |         |
| .  |    | Children or Spouse?       |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumed VA Status         | Initial   | Y     |         |
| 13 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 2  | Assumed Student's \# in   | Initial   | Y     |         |
| 14 |    | Family                    |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumed Student's \# in   | Initial   | Y     |         |
| 15 |    | College                   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumed Parents' Marital  | Initial   | Y     |         |
| 16 |    | Status                    |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 2  | Assumed Parents' \# in    | Initial   | Y     |         |
| 17 |    | Family                    |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumed Parents' \# in    | Initial   | Y     |         |
| 18 |    | College                   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Assumed Parents\' AGI     | Initial   | Y     |         |
| 19 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Assumed Parents' U.S. Tax | Initial   | Y     |         |
| 20 |    | Paid                      |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Assumed Father\'s/        | Initial   | Y     |         |
| 21 |    |                           |           |       |         |
| .  |    | Stepfather's Income       |           |       |         |
|    |    | Earned from Work          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Assumed Mother\'s/        | Initial   | Y     |         |
| 22 |    |                           |           |       |         |
| .  |    | Stepmother's Income       |           |       |         |
|    |    | Earned from Work          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Assumed Parents' Total    | Initial   | Y     |         |
| 23 |    | from Worksheet C          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Primary EFC               | Initial   | Y     | Y       |
| 24 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Primary EFC Type          | Initial   | Y     |         |
| 25 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 7  | TI: Total Income          | Initial   | Y     | Y       |
| 26 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 7  | FTI: FISAP Total Income   | Initial   | Y     | Y       |
| 27 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 4  | Verification Tracking     | Initial   | Y     |         |
| 28 |    | Flag                      |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Student is selected for   | Initial   | Y     |         |
| 29 |    | Verification              |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Student's Marital Status  | Paid On   | Y     |         |
| 30 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 2  | Student's State of Legal  | Paid On   | Y     |         |
| 31 |    | Residence                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 2  | CPS Transaction Number    | Paid On   | Y     |         |
| 32 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Are You Male?             | Paid On   | Y     |         |
| 33 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Degree/Certificate        | Paid On   | Y     |         |
| 34 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Grade Level in College    | Paid On   | Y     |         |
| 35 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | First Bachelor's Degree   | Paid On   | Y     |         |
| 36 |    | By 07-01-2006?            |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Father's Highest Grade    | Paid On   | Y     |         |
| 37 |    | Level Completed           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Mother's Highest Grade    | Paid On   | Y     |         |
| 38 |    | Level Completed           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Drug Conviction Affecting | Paid On   | Y     |         |
| 39 |    | Eligibility               |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Student's Tax Return      | Paid On   | Y     |         |
| 40 |    | Completed?                |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Student's Type of 2005    | Paid On   | Y     |         |
| 41 |    | Tax Form Used?            |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Student Eligible to file  | Paid On   | Y     |         |
| 42 |    | 1040A or 1040EZ?          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Student's Adjusted Gross  | Paid On   | Y     | Y       |
| 43 |    | Income from IRS form      |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Student's U.S. Income Tax | Paid On   | Y     | Y       |
| 44 |    | Paid                      |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 2  | Student's Exemptions      | Paid On   | Y     | Y       |
| 45 |    | Claimed                   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Student's Income Earned   | Paid On   | Y     | Y       |
| 46 |    | from Work                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Spouse's Income Earned    | Paid On   | Y     | Y       |
| 47 |    | from Work                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Student's Total Amount    | Paid On   | Y     | Y       |
| 48 |    | from Worksheet A          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Student's Total Amount    | Paid On   | Y     | Y       |
| 49 |    | from Worksheet B          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Student's Total Amount    | Paid On   | Y     | Y       |
| 50 |    | from Worksheet C          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Student's Cash, Savings,  | Paid On   | Y     | Y       |
| 51 |    | and Checking              |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Student's Investment Net  | Paid On   | Y     | Y       |
| 52 |    | Worth                     |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Student's Business and/or | Paid On   | Y     | Y       |
| 53 |    | Investment Farm Net Worth |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 2  | No. of Months Veterans    | Paid On   | Y     |         |
| 54 |    | Education Benefits        |           |       |         |
| .  |    | Received                  |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 4  | Monthly Veterans          | Paid On   | Y     |         |
| 55 |    | Education Benefits        |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Born Before 01-01-1983?   | Paid On   | Y     |         |
| 56 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Working on a Master's or  | Paid On   | Y     |         |
| 57 |    | Doctorate Program?        |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Is Student Married?       | Paid On   | Y     |         |
| 58 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Have Children you         | Paid On   | Y     |         |
| 59 |    | support?                  |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Have Legal Dependents     | Paid On   | Y     |         |
| 60 |    | Other than Children or    |           |       |         |
| .  |    | Spouse?                   |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Orphan or Ward of Court?  | Paid On   | Y     |         |
| 61 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Veteran of U.S. Armed     | Paid On   | Y     |         |
| 62 |    | Forces?                   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Parent's Marital Status   | Paid On   | Y     |         |
| 63 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Parent\'s Marital Status  | Paid On   | Y     |         |
| 64 |    | Date                      |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 2  | Parents' Number of Family | Paid On   | Y     | Y       |
| 65 |    | Members                   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Parents' Number in        | Paid On   | Y     | Y       |
| 66 |    | College                   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 2  | Parents' State of Legal   | Paid On   | Y     |         |
| 67 |    | Residence                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 2  | Parents' Legal Residence  | Paid On   | Y     |         |
| 68 |    | Date - Month              |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    | 4  | Parents' Legal Residence  | Paid On   | Y     |         |
|    |    | Date - Year               |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Parents' Tax Return       | Paid On   | Y     |         |
| 69 |    | Completed?                |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Parents' Type of 2005 Tax | Paid On   | Y     |         |
| 70 |    | Form Used?                |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Parents' Eligible to file | Paid On   | Y     |         |
| 71 |    | 1040A or 1040EZ?          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Parents' Adjusted Gross   | Paid On   | Y     | Y       |
| 72 |    | Income from IRS form      |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Parents' U.S. Income Tax  | Paid On   | Y     | Y       |
| 73 |    | Paid                      |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Parents' Exemptions       | Paid On   | Y     | Y       |
| 74 |    | Claimed                   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Father's/Stepfather's     | Paid On   | Y     | Y       |
| 75 |    | Income Earned from Work   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Mother's/                 | Paid On   | Y     | Y       |
| 76 |    |                           |           |       |         |
| .  |    | Stepmother's Income       |           |       |         |
|    |    | Earned from Work          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Parents' Total Amount     | Paid On   | Y     | Y       |
| 77 |    | from Worksheet A          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Parents' Total Amount     | Paid On   | Y     | Y       |
| 78 |    | from Worksheet B          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 5  | Parents' Total Amount     | Paid On   | Y     | Y       |
| 79 |    | from Worksheet C          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Parents' Cash, Savings,   | Paid On   | Y     | Y       |
| 80 |    | and Checking              |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Parents' Investment Net   | Paid On   | Y     | Y       |
| 81 |    | Worth                     |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 6  | Parents' Business and/or  | Paid On   | Y     | Y       |
| 82 |    | Investment Farm Net Worth |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 2  | Student's Number of       | Paid On   | Y     | Y       |
| 83 |    | Family Members            |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Student's Number in       | Paid On   | Y     | Y       |
| 84 |    | College                   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Enrollment Status         | Paid On   | Y     |         |
| 85 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 9  | Preparer's Social         | Paid On   | Y     |         |
| 86 |    | Security Number           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 9  | Preparer's Employer       | Paid On   | Y     |         |
| 87 |    | Identification Number     |           |       |         |
| .  |    | (EIN)                     |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Dependency Override       | Paid On   | Y     |         |
| 88 |    | Indicator                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Dependency Status         | Paid On   | Y     |         |
| 89 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Transaction Data Source   | Paid On   | Y     |         |
| 90 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    | 1  | Transaction Type Code     | Paid On   | Y     |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 8  | Transaction Receipt Date  | Paid On   | Y     |         |
| 91 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumption Override 1     | Paid On   | Y     |         |
| 92 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumption Override 2     | Paid On   | Y     |         |
| 93 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumption Override 3     | Paid On   | Y     |         |
| 94 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumption Override 4     | Paid On   | Y     |         |
| 95 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumption Override 5     | Paid On   | Y     |         |
| 96 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Assumption Override 6     | Paid On   | Y     |         |
| 97 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Reject Override 3         | Paid On   | Y     |         |
| 98 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 1  | 1  | Reject Override 12        | Paid On   | Y     |         |
| 99 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Reject Override A         | Paid On   | Y     |         |
| 00 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Reject Override B         | Paid On   | Y     |         |
| 01 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Reject Override C         | Paid On   | Y     |         |
| 02 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Reject Override G         | Paid On   | Y     |         |
| 03 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Reject Override J         | Paid On   | Y     |         |
| 04 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Reject Override K         | Paid On   | Y     |         |
| 05 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Reject Override N         | Paid On   | Y     |         |
| 06 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Reject Override W         | Paid On   | Y     |         |
| 07 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 9  | Student's Current Social  | Paid On   | Y     |         |
| 08 |    | Security Number           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 2  | Correction Applied        | Paid On   | Y     |         |
| 09 |    | against Transaction       |           |       |         |
| .  |    | Number                    |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | FAA Adjustment            | Paid On   | Y     |         |
| 10 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | EFC Change Flag           | Paid On   | Y     |         |
| 11 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Reject Status Change Flag | Paid On   | Y     |         |
| 12 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Verification Selection    | Paid On   | Y     |         |
| 13 |    | Change Flag               |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Source of Correction      | Paid On   | Y     |         |
| 14 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Graduate Flag             | Paid On   | Y     |         |
| 15 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Pell Grant Eligibility    | Paid On   | Y     |         |
| 16 |    | Flag                      |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Automatic Zero EFC        | Paid On   | Y     |         |
| 17 |    | Indicator                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Simplified Needs Test     | Paid On   | Y     |         |
| 18 |    | (SNT)                     |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Assumed Citizenship       | Paid On   | Y     |         |
| 19 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Assumed Student's Marital | Paid On   | Y     |         |
| 20 |    | Status                    |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 6  | Assumed Student's AGI     | Paid On   | Y     |         |
| 21 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 5  | Assumed Student's U.S.    | Paid On   | Y     |         |
| 22 |    | Tax Paid                  |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 6  | Assumed Student's Income  | Paid On   | Y     |         |
| 23 |    | from Work                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 6  | Assumed Spouse's Income   | Paid On   | Y     |         |
| 24 |    | from Work                 |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 5  | Assumed Student's Total   | Paid On   | Y     |         |
| 25 |    | from Worksheet C          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Assumed Date of Birth     | Paid On   | Y     |         |
| 26 |    | Prior                     |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Assumed Student Is        | Paid On   | Y     |         |
| 27 |    | Married/Remarried         |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Assumed Have Children You | Paid On   | Y     |         |
| 28 |    | Support?                  |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Assumed Have Legal        | Paid On   | Y     |         |
| 29 |    | Dependents Other than     |           |       |         |
| .  |    | Children or Spouse?       |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Assumed VA Status         | Paid On   | Y     |         |
| 30 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 2  | Assumed Student's \# in   | Paid On   | Y     |         |
| 31 |    | Family                    |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Assumed Student's \# in   | Paid On   | Y     |         |
| 32 |    | College                   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Assumed Parents' Marital  | Paid On   | Y     |         |
| 33 |    | Status                    |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 2  | Assumed Parents' \# in    | Paid On   | Y     |         |
| 34 |    | Family                    |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Assumed Parents' \# in    | Paid On   | Y     |         |
| 35 |    | College                   |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 6  | Assumed Parents\' AGI     | Paid On   | Y     |         |
| 36 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 6  | Assumed Parents' U.S. Tax | Paid On   | Y     |         |
| 37 |    | Paid                      |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 6  | Assumed Father\'s/        | Paid On   | Y     |         |
| 38 |    |                           |           |       |         |
| .  |    | Stepfather's Income       |           |       |         |
|    |    | Earned from Work          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 6  | Assumed Mother\'s/        | Paid On   | Y     |         |
| 39 |    |                           |           |       |         |
| .  |    | Stepmother's Income       |           |       |         |
|    |    | Earned from Work          |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 5  | Assumed Parents' Total    | Paid On   | Y     |         |
| 40 |    | from Worksheet C          |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 5  | Primary EFC               | Paid On   | Y     | Y       |
| 41 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Primary EFC Type          | Paid On   | Y     |         |
| 42 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 7  | TI: Total Income          | Paid On   | Y     | Y       |
| 43 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 7  | FTI: FISAP Total Income   | Paid On   | Y     | Y       |
| 44 |    |                           |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
|    |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 4  | Verification Tracking     | Paid On   | Y     |         |
| 45 |    | Flag                      |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+
| 2  | 1  | Student is selected for   | Paid On   | Y     |         |
| 46 |    | Verification              |           |       |         |
| .  |    |                           |           |       |         |
+----+----+---------------------------+-----------+-------+---------+

### 2. User-Defined Data Upload

**Import Logic**

Even though the file allows all 15 of the user-specified fields to be
updated, the user only needs to supply the field numbers and field
values of the fields they want to update. For fields not included in the
file, any previous values for those fields will be retained. The system
will accept records with the following requirements:

**Perform Process Edits**

-   The file must have the correct record length. If the length is
    incorrect the process is discontinued and an error message is
    displayed.

-   The file must have correct field numbers. If a field number is
    invalid the process is discontinued and an error message is
    displayed.

-   If one record contains both valid and invalid import values, the
    system will successfully import the valid values in the record and
    rejected the invalid. The invalid fields will print out on the
    import edit report.

**Process Data**

-   The ORIGSSN and Name ID in the record must be valid.

-   The User Database Field Number in the record must be a valid field
    name already setup via the User-Specified Fields option.

-   The Values in the record must contain valid field content. Text
    fields may contain any valid keyboard character. Numeric and Date
    User Database fields may only contain numerals. Boolean fields may
    only contain Y or N.

    -   If Type = Date, then Valid Field Content = any valid date

    -   If Type = Numeric, then Valid Field Content = 0-9, Space

    -   If Type = String, then Valid Field Content = ASCII Characters
        32-126

-   If Type = Yes/No, then Valid Field Content = Y, N

**IA Tool User Database Record Layout**

+----+------+------+----------+------------------------+-----+--------+
| Re |      |      |          |                        |     |        |
| co |      |      |          |                        |     |        |
| rd |      |      |          |                        |     |        |
| La |      |      |          |                        |     |        |
| yo |      |      |          |                        |     |        |
| ut |      |      |          |                        |     |        |
|  - |      |      |          |                        |     |        |
| Im |      |      |          |                        |     |        |
| po |      |      |          |                        |     |        |
| rt |      |      |          |                        |     |        |
| Us |      |      |          |                        |     |        |
| er |      |      |          |                        |     |        |
| Da |      |      |          |                        |     |        |
| ta |      |      |          |                        |     |        |
+====+======+======+==========+========================+=====+========+
| F  | S    | End  | Field    | Valid Field Content/   | Len | Ju     |
| ie | tart | Pos  | Name     | Description            | gth | stific |
| ld | Pos  |      |          |                        |     | ation/ |
| \# |      |      |          |                        |     | Date   |
|    |      |      |          |                        |     | Format |
+----+------+------+----------+------------------------+-----+--------+
| 1  | 1    | 9    | ORIGSSN  | First three            | 9   | Left   |
|    |      |      |          | characters: 001 -- 999 |     |        |
|    |      |      |          |                        |     |        |
|    |      |      |          | Next two characters:   |     |        |
|    |      |      |          | 01 -- 99               |     |        |
|    |      |      |          |                        |     |        |
|    |      |      |          | Last four characters:  |     |        |
|    |      |      |          | 0001 -- 9999           |     |        |
|    |      |      |          |                        |     |        |
|    |      |      |          | Cannot be blank        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 2  | 10   | 11   | Name ID  | 0-9,                   | 2   | Left   |
|    |      |      |          |                        |     |        |
|    |      |      |          | A-Z,                   |     |        |
|    |      |      |          |                        |     |        |
|    |      |      |          | . (period),            |     |        |
|    |      |      |          |                        |     |        |
|    |      |      |          | \' (apostrophe),       |     |        |
|    |      |      |          |                        |     |        |
|    |      |      |          | \- (dash)              |     |        |
|    |      |      |          |                        |     |        |
|    |      |      |          | If non-blank, first    |     |        |
|    |      |      |          | character must contain |     |        |
|    |      |      |          | a letter and second    |     |        |
|    |      |      |          | character must be      |     |        |
|    |      |      |          | non-numeric.           |     |        |
|    |      |      |          |                        |     |        |
|    |      |      |          | Can be blank           |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 3  | 12   | 12   | School   | Y = Selected           | 1   | Left   |
|    |      |      | Veri     |                        |     |        |
|    |      |      | fication | N = Not Selected       |     |        |
|    |      |      | Flag     |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 4  | 13   | 14   | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 01 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 5  | 15   | 54   | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 01 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 01 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 6  | 55   | 56   | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 02 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 7  | 57   | 96   | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 02 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 02 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 8  | 97   | 98   | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 03 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 9  | 99   | 138  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 03 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 03 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 10 | 139  | 140  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 04 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 11 | 141  | 180  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 04 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 04 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 12 | 181  | 182  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 05 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 13 | 183  | 222  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 05 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 05 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 14 | 223  | 224  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 06 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 15 | 225  | 264  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 06 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 06 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 16 | 265  | 266  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 07 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 17 | 267  | 306  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 07 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 07 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 18 | 307  | 308  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 08 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 19 | 309  | 348  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 08 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 08 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 20 | 349  | 350  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 09 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 21 | 351  | 390  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 09 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 09 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 22 | 391  | 392  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 10 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 23 | 393  | 432  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 10 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 10 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 24 | 433  | 434  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 11 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 25 | 435  | 474  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 11 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 11 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 26 | 475  | 476  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 12 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 27 | 477  | 516  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 12 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 12 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 28 | 517  | 518  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 13 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 29 | 519  | 558  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 13 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 13 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 30 | 559  | 560  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 14 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 31 | 561  | 600  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 14 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 14 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 32 | 601  | 602  | User     | 01 - 15                | 2   | Left   |
|    |      |      | Data     |                        |     |        |
|    |      |      | Field 15 |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+
| 33 | 603  | 642  | User     | Must be valid value    | 40  | Left   |
|    |      |      | Data     | for User Data Field 15 |     |        |
|    |      |      | Field    | as previously defined  |     |        |
|    |      |      | Value 15 | in the IA Tool         |     |        |
|    |      |      |          | database.              |     |        |
+----+------+------+----------+------------------------+-----+--------+
|    |      |      | Total    |                        | 642 | Left   |
|    |      |      | Bytes    |                        |     |        |
+----+------+------+----------+------------------------+-----+--------+

**User Data Error Report**

ISIR Analysis Tool will generate a report after the upload of the
User-Defined Data file.

If a record does not pass edits successfully, reject the record and set
it to print out on the Error Report. For any records rejected list the
record on the report and a message explaining why the record did not
upload successfully. If one record contains both valid and invalid
import fields, the system will successfully upload the valid fields in
the record and rejected the invalid. The invalid fields will print out
on the report.

  ------------------ ---------- ------------ ------------ -----------------
  Condition          SSN Column Listed Field Listed Value Message
                                Name                      

  SSN Not in IA Tool List SSN   Leave Blank  Leave Blank  Record Not Found
  database                                                

  Listed Field       List SSN   List Field   List Value   Invalid Field
  Number does not               Number from  from file    Number
  exist in IA Tool              file                      
  Database                                                

  Listed Value       List SSN   List Field   List Value   Invalid Field
  contains invalid              Number from  from file    Content
  field content                 file                      
  ------------------ ---------- ------------ ------------ -----------------

**Output Specification**

Use the following sample as a guide:

Error Report

  ------------- ---------- ------------- ------------- ------------------------
  Original SSN  Name ID    Initial       Paid On       Error
                           Transaction   Transaction   
                           \#            \#            

  001010001     MP         01            02            Invalid Field Number

  555102003     CK         03            05            Invalid Field Content
  ------------- ---------- ------------- ------------- ------------------------