# Presentation: 659452

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**Notes:**
Intro Slide

## Session 19

***EDExpress Packaging:***
***What’s New and Q&A***

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**Notes:**
Title Slide: Introduce yourself and co-presenter/PC Operator.

## Introduction

- Who the Session is geared for?
- Evaluations
- Questions

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## Agenda

- Setup
- Entry
- Process
- Import
- Browse

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**Notes:**
Agenda Slide --- review briefly. We’ll be discussing the major changes and new features in the above areas.

## Setup

- New Fields
- Added New funds to Fund Maintenance
- Direct Unsubsidized Loan-Need Based (Aid Type D)
- Grant, Non-need Based (Aid Type R)
- Chapter 30 VA Benefits/Americorps (Aid Type V)
- Added a “Do Not Unpackage” field to Fund Maintenance
- Can enter Remaining Need Values for loan funds

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**Notes:**
We’ve added three New funds:
1) Direct Unsubsidized Loan-Need Based (Aid Type D) - This Aid Type was added so users could set up their Direct Unsubsidized Loans as either Need Based or Non-need Based.
2) Grant, Non-need Based (Aid Type R) - This Aid Type was added since users wanted a way to distinguish between their Need Based Grants and Non-need Based Grants.
3) Chapter 30 VA Benefits/Americorps (Aid Type V) - We were made aware that schools were packaging this fund by hand so we added it to make the awarding of this fund easier  for users.

We’ve added a “Do Not Unpackage” field to Fund Maintenance Setup.

This is something schools asked for. We’ve enable the Remaining Need button the Fund Maintenance setup screen for all loan funds.

## Setup (cont.)

- New Features
- Added new Loan Fees to Budget
- Housing Status now Housing Plans
- Budget Codes can now contain spaces

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**Notes:**
We’ve also added new Loan Fees to Budget Setup - This is something users in the Packaging Focus Group asked for so we added it. Like all other budget fields, this can be modified at the record level.

The term Housing Status has been replaced with Housing Plans.

This is a fix from the 2000-2001 software. If a Budget Code contained a space users were unable to assign the budget to a student record. This has been corrected in the 2001-2002 software.

## Setup (cont.)

- New Features
- Award Letter greeting modifiable
- Document Tracking Letter greeting and closing modifiable

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**Notes:**
We’ve made the greeting on the Award Letter modifiable so if you don’t care for the greeting “Dear Student” you can change it by going to Tools | Setup | Global | User Defined Text | Award Letter Text | Offer/Notification Letter | Text Block 1.

You will also now be able to modify both the greeting and the closing on the Document Tracking Letter. To do this, go to Tools | Setup | Global | User Defined Text |  Doc Tr Letter Text.

## Entry

- New Fields
- Added Loan Aggregates fields to the Packaging Record
- Aggregate Subsidized Loan Amount
- Aggregate Unsubsidized Loan Amount
- Aggregate Perkins Loan Amount

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**Notes:**
This information will be pulled from the ISIR on import.  Users will be allowed to modify these amounts on the Awards Tab by clicking on the NSLDS Loan Amounts button.

## Entry (cont.)

- New Fields
- New valid values for grade levels are **0-7**:
**0** = 1st year undergraduate/never attended college
**1** = 1st year undergraduate/attended college before
**2** = 2nd year undergraduate/sophomore
**3** = 3rd year undergraduate/junior
**4** = 4th year undergraduate senior
**5** =  5th year/other undergraduate
**6** = 1st year graduate/professional
**7** = continuing graduate/professional

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**Notes:**
The new valid values for grade levels are 0-7 and are defined as follows:
0 = 1st year undergraduate/never attended college
1 = 1st year  undergraduate/attended college before
2 = 2nd year undergraduate/sophomore
3 = 3rd year undergraduate/junior
4 = 4th year undergraduate senior
5 = 5th year/other undergraduate
6 = 1st year graduate/professional
7 = continuing graduate/professional

## Entry (cont.)

- New Features
- Can view Fund Totals without scrolling
- Entered transaction # now used as trankey for manual records

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**Notes:**
Users can now click on Awarded Funds on the students Awards tab and see the Totals at the bottom without having to scroll down.

This isn’t a visible change for users but what it does is allow users to import their Packaging data into the Pell module for manually created records. In previous years, if a packaging record was created manually users would not be able to import the awarded Pell amount on the Packaging record into Pell. This change resolves that issue.

## Entry (cont.)

- New Features
- Federal Subsidized Stafford Loan and Federal Unsubsidized Stafford Loan names now Direct Subsidized Loan and Direct Unsubsidized Loan

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**Notes:**
The Federal Subsidized Stafford Loan and Federal Unsubsidized Stafford Loan names have been changed to Direct Subsidized Loan and Direct Unsubsidized Loan.

## Print

- New Features
- Print Packaging records with no funds from Awards tab
- Federal School Code suppressed on Award Letter

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**Notes:**
This fix addresses an inconvenience schools were facing with the 2000-2001 software. The Packaging record will print as long as a packaging record is present, whether funds have been awarded or not. Also, users will no longer receive an error when printing an Award Letter when no funds have been awarded.

The Federal School Code will not print on the Award Letter is users do not mark the Print School Name/Address? box.

## Print (cont.)

- New Features
- Sort Order option added to List - Students by Fund Code
- New reporting options for List - Students by Fund Code
- Packaged
- Not Packaged
- Both

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**Notes:**
The Sort Order options for Last Name and SSN have been added to the Print dialog for the List-Students by Fund Code report.

When printing a List - Students by Fund Code users can choose to print Packaged records, records that are not packaged, or both.

## Print (cont.)

- New Features
- Funds Measurement Report - Need Based Loans now Other Need Based Loans
- FISAP Reports - new income grids and field labels match those in Part II of the FISAP 3.0 software

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**Notes:**
Need Based Loans has been changes to read Other Need Based Loans on the Funds Measurement Report. 

New income grids and field labels on the FISAP Eligible Dependent and FISAP Eligible Independent reports  match those in Part II of the FISAP 3.0 software

## Process

- New Features
- Process | Package allowed on “N” records
- Dialog to give reasons why record could not package
- Doc Status “D” prevents record from being packaged

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**Notes:**
We’ve re-added the feature allowing records at an “N” status to package as long as all of the required fields are populated. 

If one or more required fields are left blank, or if the record is for one reason or another truly not ready to package, a dialogue box will appear giving the reasons the record cannot be packaged. This feature will only work at the record level with the student open on the screen.

We’ve added an new Documents Status of D - Received Not Reviewed. If the student has a document with a D status and if that document is required for packaging, the software will not allow the record to be packaged.

## Process (cont.)

- New Features
- PLUS Loans not awarded if Dependency Status blank
- Process Package/Unpackage/Repackage Priority Deadline Date changed to Priority Deadline Date Range

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**Notes:**
The packaging logic has been adjusted so that if the dependency status is = BLANK than the software will not package PLUS loans. The logic was previously set to package PLUS if not equal to I.

We’ve modified the Priority Date to be a Priority Date Range instead.  We did this to give more control, particularly when Repackaging/Unpackaging a selected group of records. 

## Process (cont.)

- New Features
- User Defined Formulas calculates funds awarded multiple times
- Chapter 30 VA Benefits/Americorps not included when determining Stafford eligibility

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**Notes:**
User defined formulas calculate all awards of a particular fund when awarded multiple times.

Chapter 30 VA Benefits are excluded as a resource when calculating eligibility for Federal Direct Stafford/Ford Loan program.

## Process (cont.)

- New Features
- Multiple Entry - Award Letter Received, Received Date, and Print Letter updateable only when the Pack status is P, H, or M

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**Notes:**
Award Letter Received, Received Date, and Print Letter in Next Batch fields are only updated when the Packaging status is P, H, or  when using Multiple Entry.

## Import

- New Features
- Import last year’s setup
- Add Budget option selected as default

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**Notes:**
This is actually a global feature but greatly affects users of the packaging module. 
To run, go to File | Import | Global | Prior Year User-Defined Queries and Setup. Click OK and users will be given a checklist of areas they can choose to import.  Users can choose Academic Year Profiles, Fund Maintenance, Award Methodologies, Budgets, and SAP Values.

Add Budgets option is automatically selected for ISIR import.

## Import (cont.)

- New Features
- Two progress bars during ISIR import
- ISIR data import
- Add Budgets function

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**Notes:**
Queries are automatically marked. A query will not be imported if:
it contains a user defined field from the User Database (tbl_A_UserDatabase).
it contains a field that was either modified or removed.it contains a specific date as a parameter.
a query with the same identifier already exists in the new software.
The software will remove invalid values from Query Titles (valid values for Title changed to only allow A-Z, 0-9 and space) and replace with spaces.  If a Query Title doesn’t contain any valid values, it will not move the query and display it on the edit report.
Two progress bars now appear during ISIR import, one to display the import of ISIR data and another to display the progress of the Add Budgets function.

## Browse

- New Features
- New Browse grid added for Awarded Funds by Term

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**Notes:**
This browsable grid was added with the purpose of exporting the grid data to a file and printing disbursement rosters.

## Further Assistance

- We appreciate your feedback and comments.  We can be reached:
- 	Phone: 800-330-5947
- 	Email:  CPS@ncs.com
- 	or  SFATECH@inet.ed.gov

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## Questions?

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