EDExpress Training
Presented by
Doug Baldwin – CPS/SAIG Technical Support
Bob Berry – U.S Department of Education/FSA
Agenda
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Packaging Module
Document Tracking
Queries
Multiple Entry
File Formats
External Export
Export Grid to File
Getting Help With EDExpress
Questions
Packaging Module
• Packaging Setup
– Tools, Setup, Packaging
3
Packaging Module
• Packaging System Setup
4
Packaging Module
• Academic Year Profile
5
Packaging Module
• Fund Maintenance
6
Packaging Module
• Award Methodology
7
Packaging Module
• Budgets
8
Packaging Module
• User-Defined Formulas
9
Packaging Module
• SAP Values
10
Document Tracking
• EDExpress can track the request and
receipt of required documents
– For example: Parent and student tax
returns for verification and school’s internal
documents
– You can define as many tracking
documents as may be required of your
applicants
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Document Tracking
• You can mark each document as:
– Required for Verification
• Use this option if you want this document
assigned to students selected for verification
– Automatic Request
• EDExpress assigns documents according to
the criteria you have specified
– Required for Packaging
• Document must be recorded as received before
the student's aid can be packaged
12
Document Tracking
• Tools, Setup, Global
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Document Tracking
• From Document
Tracking setup
dialog box, click
the Global tab
• Click the Add
button.
• Enter a Code
• Enter a
Description
• If you want to
attach a query,
click the Criteria
ellipsis button.
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• Select the Automatic
Request checkbox if
you want to assign the
document automatically
during the Add
Documents process.
• Select the Required for
Verification checkbox if
you want the document
assigned to students
selected for verification
during the Add
Documents process.
• Click Save
Document Tracking
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Document Tracking
• Students record
prior to adding
documents
• Doc tab
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• Currently no
documents are
assigned for this
student
Document Tracking
• To Assign documents
Click Process, Add
Documents and
select Global
17
Document Tracking
• Select Transaction
Preference:
• Active
• Highest
• Blank
• Enter Date Range
(not required)
• Click OK
18
Document Tracking
Doc Tab of student
record after Add
Document Process
Student 1040
document was
added
19
Document Tracking
To print document
tracking letter:
• File, Print and click
Global tab
• Select Document
Tracking Letter as
Report type
• You can print a
letter for a single
student or multiple
students by
selecting the Single
or Multiple radio
buttons
• Select the desired
options
• Click OK
20
Document Tracking
This student has two
required documents
that are missing
(status M).
21
Document Tracking
When the
document is
received by
the student,
enter the date
in the
Document
Received Date
field on the
Docs tab. The
next time that
document
tracking letters
are generated,
the received
document will
not be listed.
22
Query
• Tools, Query
Click
• Global
• App
Express
• Packaging
• Direct Loan
• Pell
• TEACH
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Query
• Pre-Defined Queries
– Queries created for software users that
come pre-packaged when installed
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Query
• User-Defined Queries
– Queries created by the software user
25
Query
• Using pre-defined query
• Example: Print a list of loan records that
are accepted
• File, Print, Direct Loan, Multiple, Click
the Selection Criteria button
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Query
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Query
• From Selection Criteria diaog box
– Click ellipsis button
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Query
• From the Query Grid dialog box, select
the Loan Origination Status pre-defined
query, click OK
29
Query
• From Selection Criteria dialog box, Click
OK
30
Query
• From the Parameter Query Entry dialog
box, enter ‘A’ in Field Value, click OK
31
Query
• From the Print dialog box, click OK to
print the report
32
Query
• Creating User-defined queries
• Tools, Query, Direct Loan, click the Add
button
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Query
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Enter Query Title
Select Query Field
Select Operator
Enter Value
Click Append button
Click Save
Helpful Hint: Use
“Value Help” button
to determine the
valid values for the
Query Field
selected
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Query
• Create a query to filter for loan
originations not showing as accepted
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Query
• Queries with multiple criteria using
And/Or
– Query to select PLUS/Grad PLUS records
whose MPN and Credit statuses allow
them to be disbursed
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Query
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Multiple Entry
• Using the Multiple Entry function, you
can update various fields in Global,
Packaging, Direct Loan, Pell Payments
and TEACH for multiple students at one
time.
• Select Process, Multiple Entry, then
select the module that contains the type
of records you want to update
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Multiple Entry
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Multiple Entry
• Enter first actual disbursements using
multiple entry and querying for a
specific date
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Multiple Entry
• Select Disbursement Number
Select check box
• Click in the Disbursement
Number Value field
• Select the disbursement
number you want to update
from the drop-down menu
• Select Disbursement Release
Indicator Select checkbox
• Select Disbursement Release
Indicator Value checkbox
• Leave the Disbursement
Amount, Disbursement Date
and Enroll OPE ID Select
checkboxes checked, but do
not enter a Value
• Click the Selection Criteria
button to attach the query
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Multiple Entry
Click Query Title ellipsis
button
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Multiple Entry
Select Query
and click OK
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Multiple Entry
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Multiple Entry
• Enter
Anticipated
Disbursement
Number that
you want to
update
• Enter
Anticipated
Disbursement
Date
• Click OK
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Multiple Entry
Click OK
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Multiple Entry
Records
that meet
the query
criteria are
selected
by default.
You may
clear the
Select
checkbox
if there are
records
you do not
want to
update.
Click Save
47
Multiple Entry
Click ‘Yes’ to save changes.
48
Multiple Entry
Click ‘Yes’ to the final save prompt.
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Multiple Entry
• Multiple Entry Edit
report tells how
many records were
updated.
• Any records that
could not be
updated will print on
the Multiple Entry
Edit report.
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File Formats
• This utility enables you to set up userdefined file formats to use when
exporting data to external systems.
• Each file format is identified by a code
that you define.
• File formats are limited to a maximum of
255 fields.
51
File Formats
• Tools, File Formats
Click
•
Global
•
App Express
•
Packaging
•
Direct Loan
•
Pell
•
TEACH
52
File Formats
• Creating a File Format in Direct Loan
• Tools, File Format, Direct Loan, click
the Add button
53
File Formats
• Enter Format
Code
• Enter a Format
Description
• Click the Select
checkbox for the
fields the you want
to include in the
File Format
• Click the
Resequence button
• Click Save
54
External Export
• External Export function enables you to
export data from EDExpress to a specified file
for use with your other computer systems
• Must use format codes to indicate which data
elements to export
• Can also use the External Export function to
create user-defined reports from EDExpress
for import into another software application,
such as Microsoft Excel
55
External Export
• File, Export, Direct
Loan
• Select External
Loan Data as the
Export Type
• Select Export Status
• Select Format Code
• Select Delimiter
• Click OK
• Exports a
DEER13IN file to
the specified default
export directory
56
Export Grid to File
• Use this function to save the data in the
grid to a file in the format you select
• You can separate the fields with tabs,
commas, or a keyboard character that
you select
• Open the file in another software
application such as Microsoft Excel
57
Export Grid to File
• Tools, Browse
• With cursor
in the
column
heading on
the selected
Browse grid,
right click
mouse.
• Select
“Export Grid
to File…”
from the
pop-up
menu that
appears
58
Export Grid to File
• From the
Export
Grid to File
dialog box,
click the
down
arrow for
Export
Type and
select from
the list. I
prefer
CommaDelimited.
• Click OK
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Export Grid to File
• In the Save
As dialog
box, select a
location to
save the file
in the Save In
field.
• Enter a name
for the file in
the File
Name field.
• Click Save
60
Export Grid to File
• Open MSExcel
• File, Open
• From Open
dialog box,
click the
down arrow
in the “Look
in” field and
select the
location
where the
file was
saved.
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• Change
“Files of
Type” to
“All
Files(*.*)”
• Select the
file that
was
created.
• Click Open
Export Grid to File
• When the Text
Import Wizard
appears, (Step 1
of 3) click the
“Delimited” radio
button.
• Click the “Next”
button.
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Export Grid to File
• In the Text
Import Wizard
(Step 2 of 3),
click the
Delimiter
checkbox that
you used.
• Click the “Next”
button.
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Export Grid to File
In the Text Import
Wizard (Step 3 of
3), click the
“Finish” button.
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Export Grid to File
• Voilà!
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Getting Help With EDExpress
• CPS/SAIG Technical Support
– Phone: 800/330-5947 (TDD/TTY 800/511-5806)
– Hours: Friday, 8 a.m. – 8 p.m. (ET) Friday, 8 a.m.
to 8 p.m. (ET)
– E-mail: CPSSAIG@ed.gov
• FSATECH List Serv
– Subscribe:
http://www2.ed.gov/offices/OSFAP/services/fsatec
hsubscribe.html
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Questions
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