Transcript Document

NSLDS Update
DC-DE-MD ASFAA Conference
Ocean City, MD
Annmarie Weisman | November 2012
NSLDS Help
NSLDS Password Rules
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FSA IDs will be locked after 3 unsuccessful logon
attempts and cannot be used for 30 minutes.
• Automatic unlock after 30 minutes
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Retry or select ''forgot password'' link at the FSA Logon
page and answer challenge questions to reset
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Valid 90 days
• Warning that your password needs to be
changed issued 15 days before expiration
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''Change Password'' link on the FSA Login page.
NSLDS Password Rules
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Must be at least 8 characters (case
sensitive)
• Must contain 3 of the 4 criteria:
UPPERCASE letter(s)
A-Z
lowercase letter(s)
Number(s)
Special character(s)
a-z
0-9
!,@,#,$,&,*
NSLDS Password Rules
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Must be unique
• May not be the same as previous 5 passwords.
• Unauthorized passwords include matches that:
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resemble the word ''password'' in any form
(e.g. capitalized, adding a number)
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pertain to the user's name in any form
(e.g. login name, first or last name)
NSLDS Login
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•
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Click to Continue
FSA Logon page
Enter your FSA ID and Password verification
Login and Welcome page appears
Select the organization code
Complete the logon process - pages for:
the Privacy Act (PA)
• CAPTCHA (3 tries)
• Rules of Behavior (ROB)
• Annual Security Acknowledgement Training (if needed)
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TEACH - NSLDS
COD tracks TEACH grant data and sends it to NSLDS
• The Aggregate TEACH Information table displays the:
Academic Levels
• Total Disbursements
• Percent (%) Eligibility Used
• Eligible Remaining Amounts
Only TEACH Grants that the borrower has received
affects the aggregate totals and dynamically displays it at
the top of the Grants page.
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TEACH - NSLDS
Total Disbursements - Adds Disbursed Amounts for all TEACH grants received
% Eligibility Used:
Undergraduate/Post Baccalaureate - % of the cumulative disbursed amounts to
the total aggregate limit of $16,000
Graduate - % of the cumulative disbursed amounts to the total aggregate limit of
$8,000
Eligible Remaining Amount:
Undergraduate/Post Baccalaureate – Of $16,000 aggregate, the remaining
amount of student eligibility
Graduate – Of $8,000 aggregate, the remaining amount of student eligibility
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Loan Servicing - NSLDS
A list of servicer contact
information is on the
IFAP website under Help,
Service Centers for
Schools, then the More
button next to the Loan
Servicing section
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Pell LEU Update - NSLDS
COD calculates Pell LEU and sends it to NSLDS
• NSLDS records updated with the COD LEU data
• Displays LEU on the Professional Access-Grant Page,
Student Access Grant Section, and on Transfer
Monitoring/FA History files
• NSLDS will provide LEU information to the CPS via the prescreening and post-screening process
• COD is the system of record for Pell LEU data
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Pell LEU Update - NSLDS/CPS
*New Pell Lifetime Limit Flag in pre-screening
match between NSLDS and CPS:
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E = Limit met or exceeded (= or >600%)
C = Close to limit (>500% but <600%)
H = High % (= or >450% but < or =500%)
N = No problem
Pell LEU Update - NSLDS/CPS
New NSLDS post-screening Reason Codes for match between NSLDS
and CPS:
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Reason Code
Description
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Pell Grant eligible and met/exceeded Pell LEU
limit
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No longer meeting/exceeding Pell Grant LEU
limit
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Pell Grant eligible and close to Pell LEU limit
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No longer close to Pell Grant LEU limit
Pell LEU Update - NSLDS/CPS
In July 2012, the CPS began reporting Pell
LEU information for 2012-13 award year on
ISIRs and SARs.
• Pell Information reported using comment codes
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To alert schools and applicants who are close to or have
exceeded 600% LEU
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Avoided mid-cycle changes to the ISIR record layout
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Refer to the reissued 2012-13 SAR/ISIR Guide
• Pell Grant LEU limit flag WILL NOT be added to the
ISIR until 2013-14
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Gainful Employment
NSLDS Corrections Functionality
Webinar #10 – October 12, 2012
(transcript, slides, recording to be posted on IFAP
soon – link from GE page)
Status of GE Regulations
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Status of GE Regulations
U.S. District Court Decision:
•On 6/30/2012, the Court upheld ED’s authority to
regulate on GE but vacated most of the regulations
Found that ED failed to adequately justify the
Repayment Rate threshold
• Because of the interrelationship of the GE
requirements, the Court vacated most of the Metrics,
Reporting, and Adding New GE Programs
• GE Disclosure Requirements remain in place
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Status of GE Regulations
•ED
has asked the Court to restore the GE
Reporting regulations and is awaiting the Court’s
decision
•Do
not submit GE Program reports for the
recently ended 2011-12 Award Year
•May
voluntarily submit corrections to previously
reported GE data
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Making Corrections to GE Data
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How to Review Data Online
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Reviewing Data Online
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Review data for accuracy and correctness
• Multiple ways to review data
• Online searches
• Review individual records
• Groups of records sorted by criteria
• Create extract file by running a report
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Search for Records on GE List
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Review Individual Records
Shows number of
records returned
Click to
review
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Groups of Records with Criteria
Click to
Retrieve
Enter
Criteria
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Review Data
Search revealed
duplicates
Duplicates need to be researched and corrected.
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NSLDS Online Report
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GENEX1 – GE Extract
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GENEX1 – GE Data Extract File Report
• Gives the user the ability to download all GE
data that has been successfully submitted to
NSLDS for GE Reporting.
• Rather than a single student view of data
submitted, lists all records, with all data
elements that were provided to NSLDS
• Can be used to review data for quality and
correctness on a small or large scale
Extract to Review Data
Click to
request
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Extract to Review Data
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Extract to Review Data
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Data extracted will match the criteria input to the
Report Parameter screen exactly
• File will be delivered to the SAIG mailbox
associated with the FSA User ID which made the
request
• File will be delivered using the message class of
AHSLDEOP
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Extract to Review Data
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GENEX1 Report File Layout can be found on IFAP:
http://ifap.ed.gov/nsldsmaterials/attachments/NSLDS
FixedWidthGEDataExtractFileReportGENEX1.pdf
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Online Updates
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Online Updates
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Once a record has been identified and one or more corrections are
needed, several methods are available to make those corrections:
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Single Record Update
Single Record Deactivate
Mass Update
Mass Deactivate
Single Record Update
Click to
Update the
record
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Single Record Update
Update the
CIP Code
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Single Record Update
New CIP Code
Confirm Changes
or Cancel
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Single Record Update
Successfully
updated
Updated CIP
Code
Single Record Update
Allows the user to update the
identifiers of multiple records for
the same SSN/Award Year
combination.
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Single Record Update
Updating SSN
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Single Record Update
Message only
appears when
this action is
selected
Click to Confirm
Deactivation or
Cancel
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Single Record Update
Records show
updated SSN
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Successfully
updated and
synchronized
message
Single Record Deactivate
Click to
Deactivate
the record
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Single Record Deactivate
Message appears about
the deactivation
Click to
Deactivate
the record
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Single Record Deactivate
Successfully
Deactivated
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Online Mass Update/Deactivate
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Allows user to select records already on NSLDS using Search and
Filter criteria for update or deactivation.
Can only be performed one Award Year at a time – update cannot
cross award years.
Can only be performed for a CIP Code and Credential Level
Combination
Online Mass Update/Deactivate
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Only records which match the Filter fields will be identified for
update/deactivation.
All records will have the same changes applied when updated.
If no records match the Filter fields, no updates will be made.
Use Caution with the deactivate function, as it cannot be reversed.
Online Mass Update/Deactivate
Select the
Action
Define
Selection
Criteria
If update is
selected, enter
new values
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Online Mass Update/Deactivate
Select the
Action
Define
Selection
Criteria
If update is
selected, enter
new values
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Online Mass Update/Deactivate
New Value(s)
Click to confirm changes
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Results of
selection criteria
Online Mass Update/Deactivate
Confirmation
of changes
made
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GE Submittal Spreadsheet
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GE Submittal Spreadsheet
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Spreadsheet process has been enhanced to
include
• May use your own spreadsheet or FSA template
• Allows up to 2500 records per spreadsheet
• May be used to update CIP Code and Credential
Levels on records already on NSLDS
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Creating the Spreadsheet
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GE Submittal Spreadsheet Instructions
developed to assist in the creation of the
spreadsheet
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User file can be created in any spreadsheet tool
which uses columnar data presentation
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File Layout tailored to spreadsheet usage is
included with instructions on how to handle
dates, numbers and text values
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Creating the Spreadsheet
GE Submittal Spreadsheet Record
Institution Code (OPEID)
Spreadsheet Location
Mandatory/
Mandatory Conditional/
Optional
Format
Maximum Size
Column G
M
General, Text or Number
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Description
Comments
The institution’s 8-digit Office of Postsecondary Education Identifier (OPEID).
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Must be all numbers and a valid OPE institution code from the NSLDS.
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The first 6 digits identify the institution; the last two digits identify the specific
location where the student attended the educational program being reported on.
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If the institution has more than 99 locations, please contact : [email protected]
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OPEID numbers are list on the Eligibility and Certification Approval Report
(ECAR). An institution may view an electronic copy of its ECAR at
www.eligcert.ed.gov.
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Spreadsheet formatting will yield the following results:
o General – leading zero will be removed from the spreadsheet. NSLDS will
read and store the remaining characters inserting the missing zero in the first
position.
o Text – numbers as typed in the spreadsheet will be submitted to NSLDS and
NSLDS will read and store the characters inserting the zero in the first
position.
o Number - numbers as typed in the spreadsheet will be submitted to NSLDS
and NSLDS will read and store the characters inserting the zero in the first
position.
Edit Level
Error Code
Error
Record Level
001
Required Field
Record Level
002
Invalid Number
Record Level
004
Permitted Value Violation
Record Level
800
Institution Not Authorized for Submission Mailbox
Date Revised
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September 24, 2012
Spreadsheet
Layout provides
spreadsheet
specific
instruction
Creating the Spreadsheet
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GE Submittal Spreadsheet Instructions
are currently under review and will be
released with an upcoming Electronic
Announcement
Uploading the Spreadsheet
Click to
Locate File
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Uploading the Spreadsheet
Click to
Locate File
Select
Options for
Results File
Presentation
Validate, or Validate and
Submit records to NSLDS
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Spreadsheet Results File
Red corner
indicates
Mouseover
is available
for error
Yellow
background
for errors
Spreadsheet Results File
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If Validate is selected:
• NSLDS will evaluate all records against the edits
and return results of this evaluation in a
spreadsheet
• The results spreadsheet will open on the desktop
• Error numbers and messages will display in the
spreadsheet as selected by the user
• Any errors can be corrected and saved in the
results file and re-submitted to NSLDS
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Spreadsheet Results File
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If Validate and Submit is selected:
• NSLDS will evaluate all records against the edits
and return results of this evaluation in a
spreadsheet. All records passing edits will be
stored in NSLDS.
• The results spreadsheet will open on the desktop
• Records, error numbers and messages will display
in the spreadsheet as selected by the user
• Any errors can be corrected and saved in the
results file and re-submitted to NSLDS
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Making Corrections in Batch
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Mass Update/Deactivate Record Type
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New Record Type was added to the Batch layout
• Record Type 002 – Mass Update/Deactivate Record Type
Usage is similar to Online Mass Update/Deactivate – uses
Search function
Allows user to select records already on NSLDS using
Search and Filter criteria for update or deactivation via
batch.
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Mass Update/Deactivate File Layout
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File layout document contains the contents of Record
Type 002 only
File layout can be found on IFAP:
http://ifap.ed.gov/eannouncements/attachments/NSLDSM
assUpdateDeactivateRecordType002.pdf
Record Type 001 – Submittal Detail Record - is found in
the GE User Guide, September 22, 2011
Mass Update/Deactivate File Layout
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Mass Update/Deactivate File Layout
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Fields are organized into two varieties
• Filter fields – used to identify records that
require a correction
• Update fields – used to enter new data, or if left
blank indicate a deactivation
Mass Update/Deactivate Fields
Index 2: File Type – GE Record Type 002
File Detail Record:(Sorted by Position)
Field Name
Position
Record Type
Start
End
Record Type
1
3
Detail Record
Filter Award Year
4
11
Detail Record
Filter Institution Code (OPEID)
12
17
Detail Record
Filter Institution Location Code (OPEID)
18
19
Detail Record
Filter CIP Code
20
25
Detail Record
Filter Credential Level
26
27
Detail Record
Filter Program Attendance Begin Date
28
35
Detail Record
Filter Program Attendance Begin Date This Award Year
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Detail Record
Filter Program Attendance End Date
44
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Detail Record
Update CIP Code
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Detail Record
Update Credential Level
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Detail Record
Filler
60
585
Detail Record
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Mass Update/Deactivate Filter Fields
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Must use one or more of these fields to locate
records:
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Filter Award Year
Filter Institution Code (OPEID)
Filter Institution Location Code (OPEID)
Filter CIP Code
Filter Credential Level
Filter Program Attendance Begin Date
Filter Program Attendance Begin Date for This Award Year
Filter Program Attendance End Date
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Mass Update/Deactivate Filter Fields
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Only records which match the Filter fields will be
identified for update/deactivation
• If no records match the Filter fields, no updates
will be made
• All records will have the same changes applied
when updated
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Mass Update/Deactivate Update Fields
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Must use one or more of these fields to update
records:
• Update CIP Code
• Update Credential Level
• If neither Update Field is populated (both left
blank), all records located by the Filter Fields will
be Deactivated.
• Use with caution; it cannot be reversed
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Mass Update/Deactivate File
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A Header and Trailer must be supplied when
submitting the Record Type 002
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Header and Trailer specifications are found in the GE
User Guide, Sept. 2012
Record Type 001 does not need to be supplied in
the file
Header
Record Type 002
Trailer
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Mass Update/Deactivate File
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An file Error/Acknowledgment file is returned with
any errors
• No record count of how many records were
selected or updated is returned
• If the Filter criteria matched zero records, then no
records were update/deactivated.
• No errors can be created
• Header and Trailer only returned in
Error/Acknowledgement file
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Contact Information
NSLDS Customer Service*
E-mail: [email protected]
Phone: 800-999-8219
Alternate Phone (not toll-free): 785-838-2141
*M - F: 8 a.m. - 9 p.m. ET (closed Federal holidays)
Direct Loan Operations: E-mail: [email protected]
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Contact Information
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For follow-up questions on this session, contact
me at:
Annmarie Weisman, Training Officer
[email protected]
215-656-6456
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To provide feedback to my supervisor, contact:
Jo Ann Borel, Supervisor
[email protected]
281-758-8122
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Evaluation
Your attention is appreciated at today’s session!
To provide feedback to me and my supervisor,
please complete an evaluation form.
Thank you!!!
QUESTIONS?