# Presentation: 666597

## <date/time>

## Session 60

***EDExpress: Getting the Most Out of It***

- Session 60-

## Who is this session for?
All levels
Hands-on format
Evaluations
Questions
Time for Q & A at end of session

- All levels
- Hands-on format
- Evaluations
- Questions
- Time for Q & A at end of session

- Session 60-

## I didn’t know EDExpress could do that...

- Document Tracking
- User Letters
- User Database
- File Formats
- Queries

- Session 60-

## Document tracking

- To satisfy documentation requirements and meet school information needs, applicants must provide documents to the financial aid administrator to complete the application process.
- Tax forms
- School aid application
- Any document you require

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## Document tracking

- Allows you to setup required documents
- Assign documents to students
- Print letters to mail to students
- Track status of letters

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## Document tracking

- Setup
- Define internal code
- Description of document (as it will print on the tracking letter)
- Establish criteria to use in assigning to student records

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## Document tracking

- Attach the documents to the student records
- Process|Add Docs
- Manually

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## Document tracking

- Print tracking letters
- per student
- in batches
- You can customize the text of the letter

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## Document tracking

- Track document status and record updates
- Individual students

- Status codes
- N  Needed
- R  Received
- W  Waived
- D  Received Not Reviewed

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## Document tracking

- Track document status and record updates
- Individual students
- Multiple Entry

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## Document tracking

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

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## User letters

- Use this option to create general-purpose letters. A user letter includes:
- Today’s date
- Your school’s name and address
- The student’s name and address
- The student’s ID
- Up to 40 lines of your text
- A title for the letter

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## User letters

- Create an unlimited number of letters
- Assign letters to a specific module
- Designed to fit #10 envelope window

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**Notes:**
Go back to Global tab and select User-Defined User Letter Text.  The letter on this slide will display.  Have participants click on Add button, enter a Title, select a system if desired (suggest A), enter a brief letter.
Save the letter, go to File|Open, click on ISIR button, select the first student, and Open.  Go to SAR/ISIR tab.  Go to File|Print, click down arrow for report type and locate the User Defined letters.  Print to destination Screen.

## User letters

- Print letters
- from student records
- in batch mode

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**Notes:**
After demonstrating that you can print from within the record, have them close the print preview and close the student’s record.  Have them go to File|Print, select the App Express system, and have them click the down arrow for report type to show them that the user defined letters are available from here as well.

## User letters

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

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## User database

- Allows you to create up to 255 fields of data
- This data available in all modules
- Data types include date, numeric, text, Boolean (y/n)

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## User database

- Setup user database
- Update records
- Individual records
- Multiple entry
- Print reports
- Use with queries

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## User database

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

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## File formats

- Allows you to set up user-defined file formats
- export to external systems
- creating text exports with specific information

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## File formats

- Setup format
- Export external ISIR

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## File formats

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

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## Queries

- What is a query?
- A request for information from a database
*“**A query is a set of criteria that describes a particular student population. Queries are used in functions like Print, Package, and Export to select specific groups of student records from all the records in the database. Some queries have fixed values, or you can enter different values each time you use the query.” **	**	**	**	**	**	**	**EDExpress Help Text*

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## Queries

- Predefined queries in EDExpress

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**Notes:**
Have users go to Tools|Query, select the App Express tab (should be selected by default).  Click on the “Retrieve” button to review the predefined queries that are available.  May also have group look at the queries available in other modules.

## Queries

- Creating a new query
- Select field to query
- Choose operator
- Enter value or choose “Prompt at Execution”
- New for 2002-2003
- Allows query to compare numeric fields

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## Queries

- Now it’s your turn!
- Hands-on Exercise 5

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## Finishing up

- Document Tracking
- User Letters
- User Database
- File Formats
- Queries

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## Further assistance

- We appreciate your feedback and comments
**CPS/WAN Technical Support**
- Phone: (800) 330-5947
- Fax: (319) 358-4260
- Email: <cpswan@ncs.com>
- TDD/TTY: (800) 511-5806
**SFATECH**
- http://www.ed.gov/offices/OSFAP/sfatech/index.html

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## Questions

- Individual assistance available for remainder of this session.
- Visit the PC lab for more individual assistance.

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## Slide 30