nslds on the web jim yoder & andrea wise session 3

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NSLDS on the Web Jim Yoder & Andrea Wise Session 3

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Page 1: NSLDS on the Web Jim Yoder & Andrea Wise Session 3

NSLDS on the Web

Jim Yoder

&

Andrea Wise

Session 3

Page 2: NSLDS on the Web Jim Yoder & Andrea Wise Session 3

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Session Agenda

• Navigate through NSLDS on the Web• Use NSLDS to administer FAA

processes• Report and monitor Overpayment(s)• Maintain student Enrollment information• Update School Contact information• Utilize TSM for mid-year transfers

Page 3: NSLDS on the Web Jim Yoder & Andrea Wise Session 3

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How to obtain NSLDS Access

• SAIG Web Site: fsawebenroll.ed.gov

• Contact CPS/WAN Technical Support for assistance at 1-800-330-5947

• Every user must receive his/her own User ID and Password

Page 4: NSLDS on the Web Jim Yoder & Andrea Wise Session 3

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How to get to the NSLDS Web Site

• Enter https://www.NSLDSFAP.ed.gov to access the logon screen

• Enter User ID and Password as assigned by SAIG

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NSLDS Logon

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NSLDS Logon

Enter “User ID”and

“Password”

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NSLDS Logon

Click “I Agree”

Page 8: NSLDS on the Web Jim Yoder & Andrea Wise Session 3

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NSLDS Main Menu Page Messages and Options

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Change Password

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System Requirements

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Download Help

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Financial Aid History

Input Student’s “First Name”, “DOB”, and “SSN”,Then Click “Loan History”

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Click Loan DetailTo Review LoanDetail/History

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NSLDS IconsAlert symbol warns you of critical information that is not in error. For example: The borrower has defaulted loans.

Information symbol notifies you that additional facts are available. For example: The borrower has received Pell Grants.

Error symbol alerts you of an error. If the error is an entry error, the prompt for the box is displayed in bold RED.

Capitalized Interest symbol notifies you that the identified Outstanding Principal Balance contains Capitalized Interest.

History icon links you to the Borrower Name History page or Borrower SSN History page if history exists in the database.

Active Bullet Number icon allows you to update, delete, or see more detail.Blue is the active selection color.

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Loan Detail Page

Click “Overpayment History”

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Loan Detail Page Continued

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Overpayment History

Click “Add

Overpayment”

Click “Number Icon”To Update/Delete

Overpayment

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Add Overpayment

Fill In RequiredFields

Click “Submit”

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Add Overpayment Continued

Click“Pell Grant”

Click “Number Icon”To Update/Delete

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Pell Grant Page

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Main Menu

Click “Enroll” Tab orClick an Enrollment Option

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Enrollment Summary Page

ENTER “SSN”, “First Name”,

and “DOB”,Then Click “Retrieve”

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Enrollment Summary Page

Click “Enroll Add” ToAdd

Students To Roster

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Enrollment Add

Click “Enrollment Update”

Loan Record MustExist on NSLDSTo Add Student

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Enrollment Update

Input Data FieldIf Applicable,

Then Click “Retrieve”

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Update Student Enrollment

Update Student Info.,Then Check

Click “CertifyChecked Students”

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Enrollment Update Continued

Click “Confirm”or “Cancel”

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Successful Update

IndicatesSuccessful

Update

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Return to Main Menu

Click “Org” Tab

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Organization Contact List

Click To Add New Contact Information

Click “Number Icon”To Update/Delete

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Update/Delete Contact

Click “Update” or

“Delete”

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Update Information

Update Fields,Then Click“Submit”

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Update Contact Information

IndicatesSuccessful

Update

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Search for an Organization

Enter “Type” and “Code”or

“Name” and Click “Retrieve”

Click “Data Provider Schedule”

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Data Provider Schedule

Click “RepaymentInformation”

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Repayment Information

Click “Cohort DefaultRate”Click To Request

Borrower Report

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Cohort Default Rate History List

Click “School Profile”

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School Profile

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Main Menu

Click “Report” Tab

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Request Report

To Request Report, Click “Number Icon”

Click “Log Page” To Check Status

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Request Report Continued

Indicate“Type”

Indicate SortOrder

Check ToSelect Request

Click “Submit”

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Request Report Continued

VerifyParameters,Then Click“Confirm”

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Request Report Continued

Indicates Successful Request

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Main Menu

Click “Tran” Tab

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Transfer Monitoring List

Click “NumberIcon”

To Update/Delete

Click To AddStudent

Sort/Retrieve Students That

Meet Conditions

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Student Monitoring Detail

Click “Update”or

“Delete”

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Monitoring Update Transfer

Update IncorrectFields

Click “Submit”

Click “MonitoringAlert Review”

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Monitoring Alert Review

Review, Check, Click “Submit”

Click “School TransferProfile”

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School Transfer Profile

Click “Update”

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School Transfer Profile Update

Update Fields

Click “Submit”

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School Transfer Profile Update

Submitted Successfully

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Contact Information

We appreciate your feedback and comments. We can be reached at:

• Phone: 800-999-8219• Fax: 785-838-2154• Web: www.nsldsfap.ed.gov• Email: [email protected]