# Presentation: 601498

## <date/time>

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## Session 21

***Session 21***

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**Notes:**
Explain that this session is about ‘Making Queries and Multiple Entry work for You in Direct Loan’ with Hands-On exercises. There'll be a brief PowerPoint presentation to allow more time to be allotted to the exercises.

## Introduction

- Who will benefit from this session
- Evaluations
- Questions

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**Notes:**
Who will benefit from this session?
     Attendees, both beginner and advanced, will learn how to use the queries in conjunction with the multiple entry functionality and to print more manageable lists and reports.
Evaluations
     Remember to fill out the session evaluation and return to the collection box at the back of the room before leaving. This will help to evaluate future session on this topic. 
Questions
     Question’s are welcome during the presentation and hands-on exercises. If you have a specific example that you want to see addressed during the hands-on exercises please wait till the end and we allow enough time for user specific scenarios.

## Agenda

- Query
- Lists and Reports
- Multiple Entry
- User Database
- Hands-On
- Questions

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**Notes:**
Discuss the agenda as outlined on the screen.

## Query

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**Notes:**
Maybe ask the audience if they have ever used queries to run reports or update records through multiple entry.

## Utility that lets you define criteria for selecting records from the database
Logical statements or a predefined set of criteria that describes the desired student population
Use a query to select or filter data

- Logical statements or a predefined set of criteria that describes the desired student population
- Use a query to select or filter data

***Definition of Queries***

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## Pre-Defined
Can not be deleted
Can be modified and saved with new titles
User Defined
Can be deleted and modified

- Can not be deleted
- Can be modified and saved with new titles
- User Defined
- Can be deleted and modified

***Types of Queries***

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## Creating a Query
Append adds the Field | Operator | Value	
Prompt at Execution
Parameter Query Entry
Using Parentheses
You can use parentheses to create more complicated queries
Save checks for unnecessary parentheses

- Append adds the Field | Operator | Value
- Prompt at Execution
- Parameter Query Entry
- Using Parentheses
- You can use parentheses to create more complicated queries
- Save checks for unnecessary parentheses

***Basic Setup***

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**Notes:**
Prompt for Execution
check this box if you wish to supply data for query at run-time
Parameter Query Entry
Parameter query entry dialog displays to the user at run-time

## Modifying a Query
Highlight any line in the query
Modify
 Field / Operator / Value
 And / Or operands
Click on Change to replace the line or
Click on Remove to delete

- Highlight any line in the query
- Modify
-  Field / Operator / Value
-  And / Or operands
- Click on Change to replace the line or
- Click on Remove to delete

***Basic Setup***

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## Origination and Actual Disbursement Reject Codes
Stored in database using commas
Orig Rejects: 16,26,17,11,06
Disb Rejects:  M,J,27,30 
Query could be defined one of two ways:
Last Name Like Prompt at Execution
Actual Disbursement Not Like Null

- Stored in database using commas
- Orig Rejects: 16,26,17,11,06
- Disb Rejects:  M,J,27,30
- Query could be defined one of two ways:
- Last Name Like Prompt at Execution
- Actual Disbursement Not Like Null

***Query on Unusual Fields***

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## TRUE / FALSE Fields
Enter TRUE or FALSE rather than‘Y’es or ‘N’o
Last Name Range
The Current Pre-Defined query for last name range is defined as follows:
Last Name >= Prompt at Execution AND
Last Name <= Prompt at Execution

- Enter TRUE or FALSE rather than‘Y’es or ‘N’o
- Last Name Range
- The Current Pre-Defined query for last name range is defined as follows:
- Last Name >= Prompt at Execution AND
- Last Name <= Prompt at Execution

***Query on Unusual Fields***

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**Notes:**
TRUE / FALSE Fields
Enter TRUE or FALSE rather than‘Y’es or ‘N’o
An example would be the Inactive Flag on the loan tab.

Last Name Range
In order to get all students from A to C you need to enter the following values:
(tbl_A_Demographic.NAMEL>= “A”) AND (tbl_A_Demographic.NAMEL<=“CZZ”)
Or you can create your own parameter query using just <
(tbl_A_Demographic.NAMEL >=“A”) AND (tbl_A_Demographic.NAMEL < “D”)

Email address for @ symbol

## Lists and Measurement Tool Reports

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## Lists and MT Reports

- Status of a group of loan records, promissory notes, and disbursements
- Output format is similar for each type of list
- List includes a total of records selected
- Selection Criteria can be used to specify what records appear on the list

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## Multiple Entry

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## Multiple Entry

- Allows you to quickly update information on a similar group of students
- Update important fields for a group of students
- manually enter multiple SSN’s or import file
- selection criteria using select records or queries

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## User Database

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## User Database

- Add your own questions, or user-defined fields to the student record
- EDExpress stores these fields in the User Data database
- Create up to 255 fields for data specific to your institution

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## Hands-On Exercise

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## Further Assistance

- CPS Customer Service can be reached by:
- 		Phone: 800-330-5947
- 		Email:  cps@ncs.com
- Or SFATECH:  sfatech@inet.ed.gov
- We appreciate your feedback and comments.

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## Questions?

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