# Presentation: 712583

## IFAP and Schools Portal: Tips, Tricks and Techniques. 

- Marcello Rojtman
- Presenter

**Session ****37B**** **

## Objectives

**FSA Schools Portal**
**Overview of the FSA Schools Portal**
**My FSA **
**Information for Financial Aid**
**Professionals – IFAP**
**Overview of IFAP**
**Member Service **
**Search on IFAP**
**Troubleshooting**
**Enhancements  **
**Listserv - **** FSA Tech**
**Customer Service Center – **
**Customer Service Call Center**

##  FSA Schools Portalhttp://fsa4schools.ed.gov

-  FSA Schools Portal_[http://fsa4schools.ed.gov](http://fsa4schools.ed.gov/)_

- Masthead
- List of Links
- FSA Calendar
- FSA Headlines

## FSA Schools Portal -- Masthead

- FSA Schools Portal -- _[Masthead](http://fsa4schools.ed.gov/SCHOOLSWebApp/index.jsp)_

- The Masthead contains the following links:
** ****Search**
-  **My FSA**
**Other Links**
**Help Center**
**Feedback**
**Privacy**
**IFAP**

## FSA Schools Portal – List of FSA Links

**Resources and Training**:
**FAA Access to Student Data:**
**Participation and Funding:**

## FSA Schools Portal – FSA Calendar

- FSA Calendar Records:
- FSA Events,
-  Deadlines,
-  Training and
-  NPRMs.

## FSA Schools Portal – FSA Headlines

-  “FSA News”
- “FSA Policy and Rule Change”

## FSA Schools Portal –  Case Study

- Nicki Yc a FAA from the University of Miami is looking for one place to find the “hot” FSA issues.
- Where would you direct Nicki to go?

## FSA Schools Portal
Overview of the FSA Schools Portal
My FSA 
Information for Financial Aid
Professionals – IFAP
Overview of IFAP
Member Service 
Search on IFAP
Troubleshooting
Enhancements  
Listserv -  FSA Tech
Customer Service Center – 
Customer Service Call Center

**Overview of the FSA Schools Portal**
**My FSA **
**Information for Financial Aid**
**Professionals – IFAP**
**Overview of IFAP**
**Member Service **
**Search on IFAP**
**Troubleshooting**
**Enhancements  **
**Listserv - **** ****FSA Tech**
**Customer Service Center – **
**Customer Service Call Center**

## FSA Schools Portal – My FSA

-  My FSA
- My FSA Links
- My Bookmarks
- Change Password
- Log out

## FSA Schools Portal – My FSA

- Register to
- Customize the
- School Portal

## FSA Schools Portal – My FSA Links

- Select among the FSA links that you use.

## FSA Schools Portal – My Bookmarks

- Add Links Relevant to You.

## FSA Schools Portal – My FSA Case Study

- Nicki would like to add a link to the list of FSA Customer Service contacts list on her My FSA web page.
- How would she add the new link?

## FSA Schools Portal
Overview of the FSA Schools Portal
My FSA 
Information for Financial Aid
Professionals – IFAP
Overview of IFAP
Member Service 
Search on IFAP
Troubleshooting
Enhancements  
Listserv -  FSA Tech
Customer Service Center – 
Customer Service Call Center

**Overview of the FSA Schools Portal**
**My FSA **
**Information for Financial Aid**
**Professionals – IFAP**
**Overview of IFAP**
**Member Service **
**Search on IFAP**
**Troubleshooting**
**Enhancements  **
**Listserv - **** ****FSA Tech**
**Customer Service Center – **
**Customer Service Call Center**

## Information for Financial Aid Professionals – IFAP      http://ifap.ed.gov

- Online library for Student Aid Professionals.
-   Most up to date guidance to manage the  Federal Student Aid Programs.

## IFAP – Three Areas

-   Masthead
-   Web Pages and Functions
-   Categorize
- Popular Publicationsand Web pages

## IFAP – Masthead

- Help Center
- What’s New
- Schools Portal
- Other links
- Feedback
- Privacy

## IFAP – Web Pages and Functions

- Search
- Other Views
- School Portal Features
- Member Services

## IFAP – Categorize Popular Publications And Web Pages

- Most Popular Publications and Web Pages

## IFAP – Current FSA Publications

## IFAP – Publications by Topic

## Max would like to add a FAFSA on the Web banner to the school’s web site so he can encourage his student’s to file an electronic FAFSA but doesn’t know where to find it. 

Where will he find  the FAFSA on the Web banner? 

- Where will he find  the FAFSA on the Web banner?

- IFAP-- _[Tools for Schools ](http://ifap.ed.gov/)__Case Study_

## FSA Schools Portal
Overview of the FSA Schools Portal
My FSA 
Information for Financial Aid
Professionals – IFAP
Overview of IFAP
Member Service 
Search on IFAP
Troubleshooting
Enhancements  
Listserv -  FSA Tech
Customer Service Center – 
Customer Service Call Center

**Overview of the FSA Schools Portal**
**My FSA **
**Information for Financial Aid**
**Professionals – IFAP**
**Overview of IFAP**
**Member Service**** **
**Search on IFAP**
**Troubleshooting**
**Enhancements  **
**Listserv - **** ****FSA Tech**
**Customer Service Center – **
**Customer Service Call Center**

## IFAP – Member Service

- Notification of new content
- Member Service Profile
- Register
- Different from My FSA

## IFAP – Member Service -- Registration

- Select Member Services
- Select Click Here to Register.
- Complete the IFAP User Registration form and select the Submit Registration Button

## IFAP – Member Service  Subscription Service

- Weekly

- 48 Hour

## IFAP—Member Service Case Study

- Max has a new job. He would like to make sure his member service profile is updated with his new information.
- How does Max update the IFAP member service profile?

## FSA Schools Portal
Overview of the FSA Schools Portal
My FSA 
Information for Financial Aid
Professionals – IFAP
Overview of IFAP
Member Service 
Search on IFAP
Troubleshooting
Enhancements  
Listserv -  FSA Tech
Customer Service Center – 
Customer Service Call Center

**Overview of the FSA Schools Portal**
**My FSA **
**Information for Financial Aid**
**Professionals – IFAP**
**Overview of IFAP**
**Member Service **
**Search on IFAP**
**Troubleshooting**
**Enhancements  **
**Listserv - **** ****FSA Tech**
**Customer Service Center – **
**Customer Service Call Center**

## IFAP – Search Engine – Powered by Google

- More Relevant
- Results
- Sort By Date or Relevance
- Blue Status Bar

## IFAP – Search Engine – Powered by Google

**Automatically checks spelling and makes suggestions **

- IFAP** – **Search Engine – Powered by Google

## IFAP – Search Engine – Powered by Google

- Search Phrases by using Quotes
- Search with the “OR” Operator

- IFAP** – **Search Engine – Powered by Google

## IFAP – Advance Search – with Google

- “~” Operator is the Wildcard

## IFAP – Advance Search – with Google

- “+” Operator is used to include an item.

## IFAP – Advance Search – with Google

- “-” Operator is used to exclude an item.
- See Googles web page for more information about Google Operators at
- http://www.google.com/help/refinesearch.html

## FSA Schools Portal
Overview of the FSA Schools Portal
My FSA 
Information for Financial Aid
Professionals – IFAP
Overview of IFAP
Member Service 
Search on IFAP
Troubleshooting
Enhancements  
Listserv -  FSA Tech
Customer Service Center – 
Customer Service Call Center

**Overview of the FSA Schools Portal**
**My FSA **
**Information for Financial Aid**
**Professionals – IFAP**
**Overview of IFAP**
**Member Service **
**Search on IFAP**
- Troubleshooting
**Enhancements  **
**Listserv - **** ****FSA Tech**
**Customer Service Center – **
**Customer Service Call Center**

## Troubleshooting

**Viewing a Portal Document Format (PDF) file.**
**Adobe Reader 4.0 or greater required**
**Look for the Adobe Reader Icon**
**    **

## Troubleshooting

**Printing a PDF file by using the Adobe Reader Print icon.**
**   **

## Troubleshooting

- Right click on the web page and select
- “Save Target As”

- Download a file “Save As” function on your Browser**   **

## Troubleshooting Case Study

- Nicki is not able to view a PDF file that is on IFAP.
- What steps should Nicki take to troubleshoot the situation?

## FSA Schools Portal
Overview of the FSA Schools Portal
My FSA 
Information for Financial Aid
Professionals – IFAP
Overview of IFAP
Member Service 
Search on IFAP
Troubleshooting
Enhancements  
Listserv -  FSA Tech
Customer Service Center – 
Customer Service Call Center

**Overview of the FSA Schools Portal**
**My FSA **
**Information for Financial Aid**
**Professionals – IFAP**
**Overview of IFAP**
**Member Service **
**Search on IFAP**
**Troubleshooting**
**Enhancements****  **
**Listserv - **** FSA Tech**
**Customer Service Center – **
**Customer Service Call Center**

## Enhancements for IFAP and Schools Portal

- Enhancing the search engine
- Search by Date
- Content is indexed
- Redesign
- Implementing the latest web technology
- Design for an ease of use

## FSA Schools Portal
Overview of the FSA Schools Portal
My FSA 
Information for Financial Aid
Professionals – IFAP
Overview of IFAP
Member Service 
Search on IFAP
Troubleshooting
Enhancements  
Listserv -  FSA Tech
Customer Service Center – 
Customer Service Call Center

**Overview of the FSA Schools Portal**
**My FSA **
**Information for Financial Aid**
**Professionals – IFAP**
**Overview of IFAP**
**Member Service **
**Search on IFAP**
**Troubleshooting**
**Enhancements  **
- Listserv -  FSA Tech
**Customer Service Center – **
**Customer Service Call Center**

## Listserv - FSA TECH

- For technical questions about FSA systems, software, and mainframe products. Answers are researched by FSA systems developers and sent to everyone on the listserv.
- To Sign up for FSA Tech or Change FSATECH Digest Options: _[http://www.ed.gov/offices/OSFAP/services/fsatechsubscribe.html](http://www.ed.gov/offices/OSFAP/services/fsatechsubscribe.html)_
- For Assistance E-mail at  _[fsa.customer.support@ed.gov](mailto:fsa.customer.support@ed.gov)__ or call 1.800.433.7327 if you have any questions_

## FSA Schools Portal
Overview of the FSA Schools Portal
My FSA 
Information for Financial Aid
Professionals – IFAP
Overview of IFAP
Member Service 
Search on IFAP
Troubleshooting
Enhancements  
Listserv -  FSA Tech
Customer Service Center – 
Customer Service Call Center

**Overview of the FSA Schools Portal**
**My FSA **
**Information for Financial Aid**
**Professionals – IFAP**
**Overview of IFAP**
**Member Service **
**Search on IFAP**
**Troubleshooting**
**Enhancements  **
- Listserv -  FSA Tech
**Customer Service Center – **
**Customer Service Call Center**

## Customer Service Center – Customer Service Call Center (CSCC)

- Policy and operational questions regarding FSA Programs.
- Hours: 9 AM to 5 PM Eastern Time.
- Voice Mail is available during off hours.
- Toll Free Telephone Number:       **1-800-433-7327**
- Fax number:                                  **1-202-275-5532**
- E-Mail:                                       _[fsa.customer.support@ed.gov](mailto:fsa.customer.support@ed.gov)_

## Both the Schools Portal and IFAP web sites provide timely information to the Financial Aid Community regardless of location or  time of day. 

## Customer Service Case Study

- Both Nicki and Max attended Marcello’s EAC presentation on the FSA Schools Portal and IFAP and would like an electronic copy of the presentation to use to brief their collogues at “home.”
- What should they do?

## Summary

**FSA Schools Portal**
**Overview of the FSA Schools Portal**
**My FSA **
**Information for Financial Aid**
**Professionals – IFAP**
**Overview of IFAP**
**Member Service **
**Search on IFAP**
**Troubleshooting**
**Enhancements  **
**Listserv - **** FSA Tech**** **
**Customer Service Center – **
**Customer Service Call Center**

## Questions and Comments

- IFAP and Schools Portal: Tips, Tricks and Techniques

## Please join us in the PC Lab for further discussion, questions, or demonstrations.

**IFAP and Schools Portal:**** Tips, Tricks and Techniques.**_** **_

## Congratulations! 

- Congratulations!
- You are now an
- FSA Schools Portal and
- IFAP
- Expert.

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