# Presentation: 249792

## Slide 1

## Make the Most of the Return of Title IV Funds for Windows Software 

***Session 24***

- Session 24 -

## Welcome

- Introductions
- Questions?
- Evaluations

- Session 24 -

## Agenda

- Basics of Getting Started
- Entry
- View Return Arrangements
- Reports
- Browse Student
- Questions

- Session 24 -

## Getting Started

- Setups
- Security/System
- Program Institutional Charges
- School Calendar Profile
- User Data
- Entry
- Demo Tab
- R2T4 Tab

- Session 24 -

## Slide 6

- Session 24 -

## Setup--Program Institutional Charges

- Institutional Charges Code
- User defined, unique code
- Associates charges with School Calendar Profile
- Year
- Fiscal year
- Filters by year, 2000-2010

- Program Title/Type
- User defined
- Entry of Charges
- Create default charges
- Modify at tab level

- Session 24 -

## Slide 8

- Session 24 -

## Setup--School Calendar Profile 

- School Calendar Profile Code
- User defined, unique code
- Profile Title
- User defined

- Institutional Charges Code
- Select with ellipsis
- Year
- Should be same as defined in charges
- Determines which charge codes are available

- Session 24 -

## Setup--School Calendar Profile

- Credit Hour Schools
- Define Payment Period beginning/ending date
- Define scheduled breaks
- Clock Hour Schools
- Define hours for particular Pay Period/Period of Enrollment

- Session 24 -

## Slide 11

- Session 24 -

## Setup--User Data

- Define School Specific Fields
- Used to collect additional data about withdrawal students

- 4 Field Types Available
- 	Date
- 	Numeric
- 	Text
- 	Yes or No

- Session 24 -

## Entry--Demo Tab

- Required Fields
- Original SSN
- Student ID Field
- Available under File/Open to sort by

- Session 24 -

## Entry--R2T4 Tab

- Models the Two Worksheets Available on the IFAP Web Site
- Yellow Highlighted Fields Required to Save
- Net Amount Disbursed vs. Net Amount that could have been Disbursed
- Calculation
- Step 2-C >60% No Return Due

- Session 24 -

## Required fields to save.

**Required fields to save.**
**(Credit Hour)**

**Required fields**
**to save. (Clock Hour)**

- Session 24 -

## Modify the Institutional charges on student’s record here.

**Modify the Institutional charges on student’s record here.**

- Session 24 -

## Entry--Additional Tabs

- Post Withdrawal Tab
- R2T4 tab-step 4E > $0
- Notes Tab
- User Data Tab
- 4 Pre-defined fields
- GPA
- Major
- Over Payment Status
- Withdrawal Reason

- Session 24 -

## From Step 4-E.

**From Step 4-E.**

**Entry done by user on all other fields.**

- Session 24 -

## Using R2T4

- View Return Arrangements
- Reports
- Browse Student

- Session 24 -

## View--Return Arrangements

- Students to be Notified
- Step 8 > zero
- 45 days

- Students Notified
- Completed
- Not Completed

- Student Overpayment (2 tabs)

- Session 24 -

## Slide 21

- Session 24 -

## View--Return Arrangements

- School Return Arrangements
- 30 days begins with date of Institution’s determination that the student withdrew
- All modifiable fields must be completed before Days Remaining discontinues countdown

- Session 24 -

## Reports

- Within the Student’s Record
- Return Of Title IV Funds Worksheet
- Return Of Title IV Funds Notes
- Return Of Title IV Funds Summary
- Post-Withdrawal Disbursement Tracking Sheet
- Print All

- Session 24 -

## Reports

- With the Student’s Record Closed
- Student Listing
- Withdrawal Type (Blank, 1-6 or All)
- Return Arrangements
- Students To Be Notified report
- Students Notified report
- School Return Arrangement report
- Arrangement Status (Completed/Not Completed/All)

- Session 24 -

## Browse Student (Information)

- Browse Student
- Student Data
- Demo data
- R2T4 Worksheet data
- Post Withdrawal data
- View Arrangements data
- User Data
- Basic Grid Functionality

- Session 24 -

## For Assistance

- CPS/WAN Technical Support
- 800-330-5947
- cpswan@ncs.com
- Types of questions answered:
- Installations
- Setup
- Entry
- Print

- Session 24 -

## For Assistance

- ED Customer Service Call Center
- 800-433-7327
- sfa.customer.support@ed.gov
- Types of questions answered:
- Policy
- Return of Title IV Funds Calculation Questions

- Session 24 -

## Don’t forget your Evaluation

***Questions?***

- Session 24 -

## Slide 29