# Presentation: 170964

## <date/time>

## Session 59

***Become an Import-Export Magnate with EDExpress***

- Session 59-

##  Introduction

**-Beginners**
***  ***Evaluations
-   Questions
**Time for Q & A at end**

** *****Introduction***

- Session 59-

## Session Purpose

- Become familiar quickly with basic EDExpress operations
- You’ll be importing, exporting and handling ISIR’s like a pro in no time!

- Session 59-

## Learning Objectives

*In this course, you will learn about:*
- Logging into EDExpress
- Basic setup
- Importing ISIR’s
- How ISIR’s appear in EDExpress
- Correcting student ISIR’s

- Session 59-

## Learning Objectives (cont.)

- Creating new applications
- Exporting
- Keeping track of your import-export business using the Batch Activity Grid
- Printing
- Common errors and tips

- Session 59-

## Logging into EDExpress

-   If you are logging in for the first time, the user id and password are SYSADMIN; otherwise, use your own User ID and password

- Session 59-

## Basic Setup

- Session 59-

## EDExpress Setup

- -  Most setup features are found on the TOOLS menu under SETUP, then GLOBAL

- Session 59-

## EDExpress Setup - User ID’s

- From TOOLS, SETUP, GLOBAL, select SECURITY USERS to reach this screen:

- Session 59-

## EDExpress Setup - School	

- Use “RETRIEVE”
- button to find your
- school

- Check “ASSUMED
- SCHOOL”

- Session 59-

## EDExpress Setup - File Management	

- Controls where your exported files go and where your imports come from

- Session 59-

## Importing ISIR’s

- Session 59-

## Becoming an Import Magnate 

- Choose the IMPORT icon on the Toolbar

*           **OR*
- click on the FILE   menu, then select IMPORT

- Session 59-

## Becoming an Import Magnate (cont.)

-  Message Classes
-   -**SARA02OP**: Automatic ISIR’s
**   ****-****CORR02OP**: Electronic Corrections and Duplicates
-    -**EAPS02OP**: Electronic Application ISIR’s
-    -**REAP02OP**: Electronic Renewal Applications
-    -**SYSG02OP**: System Generated

- Session 59-

##    Importing

- Now it’s your turn!
- Hands-on Exercise 1

- Session 59-

## Becoming an Import Magnate (cont.)

-   Do files disappear after they’ve been imported?
-   What happens if I try to import the same file more than once?

- Session 59-

## Inside EDExpress

- Session 59-

## How ISIR’s appear in EDExpress

-  What is an ISIR?
-    - *I*nstitutional *S*tudent *I*nformation *R*ecord
-  May be viewed from the SAR\ISIR tab
-  ISIR pages 1 - 2 - 3
-  Status Code indicator
-  Transaction number indicator
-  Forward - Back (cassette style) buttons

- Session 59-

## How to create a NEW application

-   Step one: Click on the FILE menu, then
-     select NEW
-   Step two: Enter/Save info on DEMO tab
-   Step three: Enter the remaining data on
-     the FAFSA tab
-   Step four: Export
-   Step five: Transmit

- Session 59-

## How to create a NEW Application - Tips

-  Make sure to use your school code in the first position
-  Verify that you are on the FAFSA tab and not the SAR\ISIR tab

- Session 59-

## Correcting Student ISIR’s

-  Correction Process
-    *Two options for making corrections:
-       - SAR/ISIR tab
-       - “Quick Correction”
-    *Export
-     *Transmit

- Session 59-

## Correcting Student ISIR’s(cont.)

-  SAR\ISIR tab
-   - File\Open
-   - Enter student’s SSN and go to the
-     SAR\ISIR tab
-   - Make corrections, save record and
-      export

- Session 59-

## Correcting Student ISIR’s(cont.)

-  067-33-3168 Wa
-   1. Find the Status code for the  	student
-   2. Make a correction to the U.S.  	income tax paid to $1900

- Session 59-

## Correcting Student ISIR’s(cont.)

-  Quick Correction
-    - Choose Process\Quick
-       Corrections
-    - Enter the student’s identifiers
-       and transaction number
-    - Make corrections, save and export

- Session 59-

## Correcting Student ISIR’s(cont.)

-  555-55-5555 Ed 01
-    1. Add your School in Federal School 		code 1
-    2. Use 1234 for the DRN
-    3. Save corrections

- Session 59-

## Correcting Student ISIR’s

- Now it’s your turn!
- Hands-on Exercise  2

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## Exporting ISIR’s

- Session 59-

## Becoming an Export Magnate

-   Close the student’s record
-   File | Export
-   Export Dialogue Box (at right):

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## Becoming an Export Magnate (cont.)

-   In Progress dialogue box:

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##      Exporting

- Now it’s your turn!
- Hands-on Exercise 3

- Session 59-

## Batch Activity Grid

- Session 59-

## Track your import-export business using the Batch Activity Grid

- Session 59-

## Batch Activity Grid

- Right-click on any column name header (such as “Batch ID-App
- Processing Batch Activity) to get the control menu

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## Printing

-  EDExpress can generate a number
-    of reports:

-   FAFSA’s
-   ISIR’s
-   Lists of processed ISIR’s
-   much more

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## Printing (cont.)

-  App Express tab
-  Report
-  Single / Multiple
-  Report File
-  Destination
-  Options
-  Selection Criteria

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## Printing Selection         Criteria

-   Query Title ellipsis
-   Select Records

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## Printing

- Now it’s your turn!
- Hands-on Exercise 4

- Session 59-

## Common Problems and Tips

- Session 59-

## Your student has a SAR, but you don’thave the ISIR

-   Check TRANKEY
-   Verify your school code is listed
-   Verify correct processing year on SAR

**** *****If all the above are correct***** ****
-  Duplicate ISIR request
-  Call CPS\WAN Technical Support

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## Sample SAR

- Page 5 of 8

- Session 59-

## Forget Your Password?

-  Login under the SYSADMIN user id, if you know the password
-  Reset the SYSADMIN user id password by using the reset password utility
-     - found in the EDExpress for windows
-       2001-2002 folder (*RepairCompactResetPW.exe*)
-  Go to Tools/Setup/Global/Security Users

- Session 59-

## Database Maintenance

-  Repair\Compact\Verify
-    - Go to Tools\Utilities
-    - Should be done frequently
-  Backup your DATABASE!!!!!

- Session 59-

## EDExpress Help

-      - When you can’t remember, try the HELP menu.

- Session 59-

## EDExpress Help(cont.)

- Session 59-

## If the Help menu doesn’t help...

-    Contact us with your feedback or for technical assistance:
- 	Phone:  800-330-5947
- 	Fax: 319-358-4260 or 785-838-2175
- 	Email: cpswan@ncs.com

- Session 59-

## <date/time>