# Presentation: 662626

## <date/time>

## Session 37

***Getting the Most Out of EDExpress 8***
**and**
***What’s New In EDExpress 9***

##  Introduction

** *****Introduction***

- Presenter information
- For whom is this session intended?
- Medium and advanced users
- Hands-on/practical for EDExpress 8

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## Agenda

***Agenda***

- What’s new in EDExpress Version 9 (2003-2004)
- Queries
- Defining user databases
- Formatting custom export files
- Evaluations
- Questions

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## What’s New in EDExpress 9

-    Highlights of changes to the Global, Apps, and Packaging Modules in EDExpress for 2003-2004

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## 
You can open records using either the student’s original SSN or current SSN.
If multiple students share the same SSN, EDExpress will display a demographic database grid listing the students.

- You can open records using either the student’s original SSN or current SSN.
- If multiple students share the same SSN, EDExpress will display a demographic database* *grid listing the students.

***New for Global***

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## New Menu Items

- A link to FAA Access Online* *has been added to the View menu.
- A link to the FSA Schools Portal* *has been added to the Help menu.

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## A new report has been added to the software. The student summary report is available from the Print dialog box whether a student’s record is open or closed. The report includes basic award/COD information. 

***Student Summary***

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## Print to E-mail

- Print to e-mail functionality has been added to the software. This will allow you to e-mail student-based letters as HTML attachments.
- The student’s e-mail address is now displayed on the ISIR Review, Loan, Awards, Pell* *and Verification Worksheet tabs.

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## New for Apps

- A Verification Tracking Flag can be viewed on the FAA Information screen from a student’s record and in the FAA Information* *section of the printed ISIR. You can query on the flag and print lists based on it.

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## ISIR Printing

- A checkbox has been added to the Print (ISIR) dialog to print only records with more than six loans.
- The “Print FAA Comments?,” “Print SAR Comments?,” and “Print Loan Information?” checkboxes on the Print (ISIR) dialog are checked by default.

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## Parents’ SSNs

- A new End of Entry Edit has been added to require dependent students to enter at least one parent's SSN.

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## Export External ISIRs

- A transaction preference filter has been added to the Export dialog box for external ISIRs with “All,” “Highest,” and “Active” as export options.

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## Getting the Most Out of EDExpress 8

***Hands On***

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## What is a Query?

- A set of criteria that describes a particular student population.
- Allows you to search your database for specific kinds of data.

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## Types of Queries

-   Predefined queries
-  Commonly used
-  Templates for your own queries
-   Parameter queries
-  Fixed fields but not fixed values
-  Prompt at execution

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## Rules for Queries

- Left to right, beginning to end, AND / OR.
- Parentheses change order of execution.
- Both segments must be true when connected by AND statements.
- At least one segment must be true when connected by OR statements.

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## Using Online Help

- Lots of online help available in EDExpress

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## Predefined Query Demo

- Log in to EDExpress
- Tools** **| Query | App Express
- Click on Retrieve to view other predefined queries
- File | Print | App Express tab | List - Processed ISIRs
- Selection Criteria | ellipsis on Query Title

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## Parameter Queries

- Tools | Query | App Express
- Add | create DOB RANGE query
- Print using the query you just created
- 	-  File | Print | App Express
- 	-  ISIR and Multiple
- 	-  Selection Criteria / find your query

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## More About Queries	

- Existing queries can be renamed and edited to create new queries.
- Complex queries can be created using parentheses to group criteria.
- Parameter queries containing text strings should use LIKE as the operator.

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## Field to Field Comparisons	

- Compares numeric data in a single transaction instead of filtering the entire database
- Example:  parents’ taxes paid > 40% of their AGI

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## User Databases

-  A supplement to the existing, hard-coded EDExpress database.
- You decide what to put into the user database.

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## Creating User Databases

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## User Database Demo

- Tools | Setup | Global tab | User Database; click OK.
- Field = HSGPA (does not allow spaces).
- TYPE field:  choose NUMERIC.
- Fill in DESCRIPTION with “High School GPA.”
- Click OK, Yes, Close

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## Entering User Data

- PROCESS | MULTIPLE ENTRY | GLOBAL
- Check USER FIELD and USER VALUE
- Select student
- Update USER FIELD and USER VALUE
- Save
- Check student record USER DATA tab

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## Importing User Data

- You can also import that data into EDExpress from a text file.
- The record layout is found under FILE | PRINT | GLOBAL tab | RL - Import User Data.

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## Import the User Data

- FILE | IMPORT
- GLOBAL tab
- User Defined Data
- Find the file and import it.

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## File Formats

- Allows you to export partial or complete ISIR information to an external system (such as Microsoft Excel)

-   Available at TOOLS | FILE FORMATS.

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## How to Create a File Format	

- 2-letter Format Code
- Description
- Check of items in SELECT column
- Save

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## Export Your Data

- File | Export.
- External ISIR.
- Jot down file name.
- Set delimiter.
- Choose format code.
- Click OK.

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## Evaluations & Questions

- Please take a few moments to fill out the evaluations
- Questions
- Additional help available in the PC labs

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## CPS/WAN Technical Support

- We appreciate your feedback and comments.  We can be reached:
- 		Phone: 1 800 330 5947
- 		Fax: 1 785 838 2175 or
-                 1 319 358 4260
- 		E-mail: cpswan@ncs.com

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