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Session 47
NSLDS Hands-On
Jim Yoder and Judy Martin | Dec. 2014
U.S. Department of Education
2014 FSA Training Conference for Financial Aid Professionals
NSLDS Hands-On
Using NSLDS for daily activities
• Aggregate Review Tools
• Enrollment Reporting Student Contact Information
• Enrollment Reporting using Submittal Spreadsheet
• NSLDS Reports
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Aggregate Review Tools
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Aggregates displayed online are calculated when a
student is retrieve on the NSLDS Professional Access
Site (NSLDSFAP)
• May differ from the last ISIR or last time student data
was retrieved
Aggregate loan information is separated into
undergraduate and graduate totals
• Undergraduate and Graduate aggregate section will
only appear if the student has received loans for those
academic levels
Aggregate Review Tools
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Undergraduate/Graduate Award Year is determined
based on the “loan period begin date” from the most
recently reported undergraduate/graduate loan for the
student
The Dependency Status Indicator identifies the
dependency status used in the student’s
undergraduate/graduate loan limits determination
Aggregate Review Tools
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Aggregate Review Tools
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Exceeds Loan Limits warning icons for graduate and
undergraduate borrowers
Click the link for the Exceeds Loan Limit warning icon to
display applicable loans attributed to the overage
Aggregate Review Tools
Click the Link
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Aggregate Example Click Result
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Using Aggregate Review Tools
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Your turn – Exercise #1
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Enrollment Reporting
Schools have three options available to them to report
enrollment information to the Department:
• Submitting via batch file
• Updating on the NSLDSFAP web pages
• Submitting a spreadsheet through NSLDSFAP
Schools may use one or more of these options during any
single reporting cycle
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The Three Enrollment Record Types
Record 001 – Campus-Level
Required in Bundle
Record 002 – Program-Level
Required in Bundle
Record 003 – Email Address
Optional
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Correct Errors Using Any of the
Three Reporting Options
You don’t have to use the same process as the
original submittal
• Correct errors by:
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Submitting a batch error file via SAIG
Update records with error online at NSLDSFAP
Submit a spreadsheet containing the records that failed
the submittal by upload on NSLDSFAP
Remember, the bundle must pass all edits
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Update records online at NSLDSFAP
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User must have Enrollment Reporting Update
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Can be added by PDPA on fsawebenroll.ed.gov
Retrieve roster of students or retrieve an individual student
Update campus and program information on the Enrollment
Maintenance page
Update student address, phone numbers, and e-mail
address on the Student Contact Info page
Update Student Contact Information
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House Icon on Enrollment Maintenance page
Update Student Contact Information
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Or directly under the Aid Tab, Student Contact Info
Update Student Contact Information
Be sure to indicate when an address is considered “Good”
And which phone number is “Preferred”
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Update Student Contact Information
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Update Student Contact Information
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Your turn – Exercise #2
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Enrollment Spreadsheet Submittal
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The New Enrollment Spreadsheet Submittal Format is
posted in the "Software and Associated Documents"
section of the Federal Student Aid Download
(FSAdownload) Website
Also in the NSLDS Enrollment Reporting Guide posted on
IFAP July 23, 2014
Enrollment Spreadsheet Submittal
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For the Submittal Template and Spreadsheet visit Federal Student Aid
Download (FSAdownload)
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Using Spreadsheet Submittal
Create a file
• You can create your own
• You can import a file to a spreadsheet, such as the
Enrollment Roster file in CSV sent via SAIG
• Make sure the first worksheet/tab is named “upload file”
• Save as a spreadsheet file with an extension of .xls or
.xlsx (Excel format)
Open the Enrollment Submittal link under the Enroll Tab
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Enrollment Submittal Page
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Error Count and Pop Up Box to View Results
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Results Spreadsheet
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Enrollment Submittal Upload
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Your turn – Exercise #3
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NSLDS Reports
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NSLDS has three types of reports:
• On-demand reports sent to the requestor’s SAIG TG Mailbox
• Web reports with option of an immediate PDF or Excel file as
well as a file sent to the requestor’s SAIG TG Mailbox
• 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
SAIG delivered reports are sent with a designated message
class
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NSLDS Reports List
Report List
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NSLDS Reports - Web Report List
Web List as displayed shows Security Reports available for the PDPA
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NSLDS Web Report List
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NSLDS Scheduled Reports
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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)
• For some Exit Counseling reports, when selecting
Comma Delimited or Fixed Width Reporting Types,
a user may also indicate an Extract Format of
either NSLDS or Direct Loan
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NSLDS
Scheduled
Reports
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Reports – from Report List
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Your turn – Exercise #4
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NEED MORE HELP
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]
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QUESTIONS?
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