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Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session 11

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Page 1: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Lisa Walker and Oliver Dolan | Dec. 2015U.S. Department of Education

2015 FSA Training Conference for Financial Aid Professionals

Hands-On NSLDS

Session 11

Page 2: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Hands-On NSLDS• NSLDSFAP Website Overview• Loan History

• Icons• Aggregate Information• Loan Summary & Detail

• Enrollment Reporting • Statistics• Update

• NSLDS Reports• Organization Contact List

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Page 3: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

NSLDSFAP Overview

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Page 4: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Loan History - Icons

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Page 5: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Click the Link

Loan History – Aggregate Loan Info

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Page 6: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Loan History – Loan Summary

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Page 7: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Loan History – Loan Summary

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Page 8: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Loan History – Loan Detail

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Page 9: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Loan History• Your turn – Exercise #1

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Page 10: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Enrollment Reporting Statistics

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Page 11: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Enrollment Reporting Statistics

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Page 12: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

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Enrollment Reporting Status Update

Page 13: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Enrollment Reporting Status UpdateUpdating a student enrollment reporting status to graduated•Select the “G” for status (school level)•Update the Eff. Date•Select the “G” for Program Status•Update the Status Effective Date

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Page 14: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Enrollment Reporting Status Update After updating the Status, Eff. Date, Program Status, and Status Effective Date, click the check box, and click the Certify Checked Students button.

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Page 15: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Enrollment Reporting Status Update

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Page 16: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Enrollment Reporting Status Update

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Page 17: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Updating Enrollment Reporting Status• Your turn – Exercise #2

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Page 18: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

NSLDS Reports• NSLDS has three types of reports:

• Ad hoc reports sent to the requestor’s SAIG TG Mailbox• Web reports with option of an immediate PDF or Excel file• Scheduled reports that are created at specific intervals and

delivered to a designated SAIG TG Mailbox

• Reports requested in extract have layouts on IFAP, NSLDS Reference Materials - NSLDS Record Layouts

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Page 19: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

NSLDS Reports - Web Report List

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Page 20: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

NSLDS Reports List

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Page 21: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

NSLDS Web Report List

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Page 22: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

NSLDS Scheduled Reports

• Set up under the Org tab, School Profile page• Define the profile for the report

• Reporting Type includes options for Comma Delimited, Fixed Width, or Report (pre-formatted)

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Page 23: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

NSLDS Scheduled Reports

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Page 24: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

School Portfolio Report Import Tool• Retrieve the School Portfolio Report (CSV format) from

the TG mailbox to which it was sent• Save the report as a .txt file• Open the School Portfolio Report Import Tool• Import the data by following the instructions on the

Instructions tab

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Page 25: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

School Portfolio Report Import Tool• School Portfolio Report Import Tool Location— http://

ifap.ed.gov/DefaultPreventionResourceInfo/attachments/SchoolPortfolioReportImportTool.xlsx

School Portfolio Report Import Tool

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Page 26: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

School Portfolio Report Import Tool

• Your turn – Exercise #3

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Page 27: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Organization Contact List

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Page 28: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Org Contact List – Add Contact

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Page 29: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Org Contact List – Add Contact

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Page 30: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

Organization Contact

• Your turn – Exercise #4

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Page 31: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

NSLDS Contacts

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Visit the NSLDS Customer Support Team in the Resource Center or Contact:

Customer Support Center:• Phone: 1-800-999-8219• Toll: 785-838-2141• Fax: 785-838-2154• Web: www.nsldsfap.ed.gov• E-mail: [email protected]

Page 32: Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Hands-On NSLDS Session

QUESTIONS?

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