# Presentation: 249207

## <date/time>

## Session 22

***How Do I Get My Data to Do That?   Using EDExpress in Combination with Your Mainframe.***

- Session 22-

## Converting data from one source to another

-    Using an MS-Access database tool, this session will show how to pass data in and out of EDExpress’s Pell Payment Module.

- Session 22-

## Introduction (cont.)

- Intended Audience/Users
- Evaluation Forms
- Questions

- Session 22-

## 
Student Financial Services Background and Processing Workflow; An Institutional Perspective
Available Resources
Set-ups and Other Considerations

- Student Financial Services Background and Processing Workflow; An Institutional Perspective
- Available Resources
- Set-ups and Other Considerations

***Agenda***

- Session 22-

## Agenda  (cont.)

- Pell Payment Converter Database
- EDExpress Pell Process Workflow
- Live Demo
- Wrap Up

- Session 22-

## Institutional perspective

***Institutional perspective***

- Office of Student Financial Services Background at Georgetown University
- Awarding Process                             _[    ](file:///C:/session22/PellPaidFocusReport.jpg)_
- Role of Grants and Scholarships _[    ](file:///C:/session22/PellEstimateRosterPart1.jpg)_  _[    ](file:///C:/session22/PellEstimateRosterPart2.jpg)_
- Role of Systems Analyst

- Session 22-

## Available Resources

- Office of Student Financial Services
- Documentation and Reporting Tool
- Knowledgeable Staff Members (experience)
- EDExpress
- Record Layouts _[    ](file:///C:/session22/RecordLayout_DemoData.jpg)_  _[    ](file:///C:/session22/RecordLayout_Ext_Disb_Add.jpg)_
- EDE Technical Reference
- Software’s On-Line Help
- SFA Tech’s Web site and List-serv

- Session 22-

## Available Resources(cont.)

- MS- Access
- Software’s On-Line Help
- Text Books
- List-servs (ACCESS-PEACH.EASE.LSOFT.COM)
- Training Courses Available
- Web Sites

- Session 22-

## Available Resources(cont.)

***Available Resources******(cont.)***

- Websites
- http://ifap.ed.gov
- www.pellgrantsonline.ed.gov _[   ](file:///C:/session22/PGrantsOnline.jpg)__[ ](file:///C:/session22/PGrantsOnline.jpg)_  _[    ](file:///C:/session22/RFMSRecordLay_Ext_Disb_add.jpg)_
- www.ed.gov/offices/OSFAP/sfatech  a   b

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## Setup considerations

- Student Financial Services
- Programming / Reporting tool _[   ](file:///C:/session22/pellpaid.txt)__[ ](file:///C:/session22/pellpaid.txt)_  _[    ](file:///C:/session22/PellPaidFocusReport.jpg)_
- EDExpress Application
- Pell Module _[ ](file:///C:/session22/PellSchoolSetup.jpg)_
- Define/Create User Database _[ ](file:///C:/session22/UserDatabase.jpg)_
- Define/Create Queries in Global, Apps and Pell Modules _[ ](file:///C:/session22/QuerySetups.jpg)_
- Define/Create File Formats _[ ](file:///C:/session22/FileFormats.jpg)_

- Session 22-

## Setups  (cont.)

***Setups  (cont.)***

- Pell Payment Database (MS-Access 97)
- Design/Create Tables _[    ](file:///C:/session22/AccessTableSetup_PellPaid.jpg)_   _[    ](file:///C:/session22/AccessTableSetup_Ext_Disb_Add.jpg)_
- Design/Create Queries _[    ](file:///C:/session22/AccessQueries.jpg)_
- Select Queries _[ ](file:///C:/session22/AccessQuerySelect_Q_Roster.jpg)__[   ](file:///C:/session22/AccessQuerySelect_Q_Roster.jpg)_
- Action Queries _[   ](file:///C:/session22/AccessQueryAppend_Disb.jpg)__[ ](file:///C:/session22/AccessQueryAppend_Disb.jpg)_
- Design/Create Reports_[ ](file:///C:/session22/AccessReports.jpg)_
- Design/Create Macros
- Graphical User Interface- Switchboard

- Session 22-

## MS-Access Tool

- Pell Payment Conversion database
- Import Pell File
- View New Records
- Update Data
- Additional Views and Reports
- Export Data for EDExpress
- Includes: User, Demographic, Origination and Disbursement Data

- Session 22-

## EDExpress process flow

- Processing ISIRs
- Data from Pell Payment Conversion Tool
- Import User Data
- Import Demographic Data
- Import External Origination Data
- Import External Disbursement Data
- Export Data to RFMS

- Session 22-

## EDExpress process (cont.)

- Import Acknowledgements
- Origination
- Disbursements
- Reconcile Any Problems
- Make changes from previous submissions as reported on the mainframe system
- External Exports for Mainframe Updates

- Session 22-

## Reduce Redundant Tasks
Reduce Manual Data Entry
Reduce Likelihood of Data Entry Errors
Increase in Productivity

- Reduce Manual Data Entry
- Reduce Likelihood of Data Entry Errors
- Increase in Productivity

***Results from the MS Access tool***

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## Live Demo and Wrap Up

- Walk Through the Process

- Session 22-

## Contacts

- Jim Yoder
- Phone Number: 202-687-2697
- Email: yoderja@georgetown.edu

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## QUESTIONS

- Session 22-