Postsecondary Education Participants System Training Guide

1

• Postsecondary Education Participants System
  Training Guide
• September 2006
  Volume V
• (Visit our webpage _at_ www.ed.gov/offices/OSFAP/PEPS
  )
  

2

• INDEX - Volume V
• Page
• Online Queries and Data Extracts
• School Information Queries 3
• Accreditation Queries 8
• Eligibility and Certification Queries 16
• AAA Monitoring Queries 35
• Direct Loan Program Queries 42
• Program Review Queries 54
• Closed School Queries 62
• Default Management 70
• Logoff of PEPS 79

3
From the PEPS main menu bar select School, from
the first drop down box select School Profile
from the second drop down box select School
Information and from the third drop down box
select School Information Query.
4
To prepare an extract of all schools with an
application in-process, select the Enter
Query/Show Last icon.
5
Select the Application In-process check box
(i.e. make sure it has a check in it) and then
select the Find icon.
6
The Schools Matching Search Criteria box will
display with all schools that have applications
in-process. With your cursor on any one of the
schools, select the OK button.
7
University of Montevallo's data displays with
information that an application with a start date
of 15/12/2005 is in-process. Note, if you
wish to create an extract so that you can review
the data of all the schools retrieved in this
query, in one report, you would select the
Extract File icon. Instead, lets begin a new
query select the Exit icon to continue.
8
From the PEPS main menu bar select School, from
the first drop down box select School Profile
and from the second drop down box select
Accreditation.
9
To prepare an extract of all schools that are
currently accredited by the Association of
Theological Schools in the USA and Canada
(ATSUSC), select the Enter Query/Show Last
icon to dismiss the current accreditation data
from the screen. This action will also place the
system in a query mode so you can query for
ATSUSC accredited schools.
10
The screen will clear and you will find that the
cursor will be in the Header Block. Select the
Switch Blocks/Cancel Query icon to move the
cursor to the Lower Block. Select the ?
button to the right of the Agency field.
11
The Accrediting Agency data window will
display. Find and click on ATSUSC - Association
of Theological Schools in the USA and Canada,
then select the OK button.
12
Enter ED in the End Date field and select
the Find icon.
13
An Query/Where screen will pop up. This is
where the statement(s) are written that define
the parameters you selected for a query (i.e.
here is where you will define what the values
or ed that were used for end date, is
supposed to do). Enter ed is null . Now what
this means is that no end date should exist, that
the field in which you keyed in ed in this
query, should be blank. Select the OK button.
14
The Schools Matching Search Criteria box will
display all schools that are currently accredited
by ATSUSC. In other words, these schools
whose accreditation screen in PEPS lists ATSUSC
as either the primary or secondary accreditor,
and there is no end date. With the cursor on
any school, select the OK button. This example
selects Denver Seminary.
15
Denver Seminars accreditation data displays,
listing ATSUSC as its primary accreditor since
2002, and there is no end date. Should you
select another school from the list, it also
should list ATSUSC as its current accreditor.
As mentioned with the conclusion of the last
query, if you wish to create an extract you will
need to select the Extract File icon. Instead,
select the Exit icon to run a new query.
16
Eligibility Determination - From the main menu
bar select School, from the first drop down box
select Eligibility Determination and from the
second drop down box select Eligibility and
Certification.
17
Lets perform a query to retrieve all fully
certified and/or provisionally certified Main
schools within the U.S. and Trust Territories.
Select the Enter Query/Show Last icon. Note
This query is being performed in the Header
Block, hence it will retrieve main schools
only, no additional locations will be retrieved.
18
The screen will clear. Use the Horizontal scroll
bar at the bottom of your screen to the State
field and click in it. Or, if the cursor is
already in any field within the Header Block,
simply use the Tab key, and continue to tab
until you reach the St field. Enter s in
the St field.
19
Use the horizontal scroll bar again until you
reach the Elig field. Click on the Elig
indicator or put a check in this box. Next
scroll two (2) fields over and enter c in the
Certified field. Select the Find icon.
20
The Query/Where screen will display. Enter s
is not null and c ltgt N (in essence, the
request is for the state field to be filled and
the certification status to equal either full
certification or provisional certification).
When you have carefully completed entry of the
parameters seen below, select the OK button.
21
The Schools Matching Search Criteria screen
will display. Select the OK button. Select
any of these schools to verify that it meets the
criteria as a fully certified or provisionally
certified main school within the U.S. and Trust
Territories. If you wish to create an extract,
select the Extract File icon. Otherwise,
select the OK button now.
22
Lets perform a query of all Fully Certified
and/or Provisionally Certified, Foreign, Main
schools. Select the Enter Query/Show Last
icon to clear the screen.
23
The screen is clear of all school data and the
cursor is in the Lower Block. Select the
Switch Blocks/Cancel Query icon to move the
cursor to the Header Block so that only main
schools are retrieved for the next query.
24
Use the horizontal scroll bar at the bottom of
your screen to move right within the Header
Block fields, over to the State field. Enter
s in the St field.
25
Use the horizontal scroll bar again until you
reach the Elig field. Click on the Elig
indicator and then enter c in the Certified
field. Select the Find icon.
26
The Query/Where screen will display. Enter s
is null and c ltgt N as shown in the screen
captured below. In essence the request is that
the state field be blank (as would be for a
foreign school having only country and province
data), and that the school be certified ( having
to be either full or provisional). or that
its certification status not be equal to not
certified. Select the OK button to initiate
the search.
27
The Schools Matching Search Criteria box will
display. Select any one that you want to verify
that it is in fact either a Fully Certified
and/or Provisionally Certified, Foreign, Main
school, then select the OK button.
28
If you wish to create an extract you will need to
select the Extract File icon. However, to
perform a query to find all currently Eligible,
Fully Certified or Provisionally Certified,
Main schools in the U.S., Trust Territories and
Foreign that are no longer certified for FFEL,
select the Enter Query/Show Last icon.
29
The screen will clear and the cursor will be in
the Lower Block. Select the Switch
Blocks/Cancel Query icon to move the cursor to
the Header Block.
30
Use the scroll bar to move the Header Block to
the Elig field. Click on the Elig
indicator then enter c in the Certified
field.
31
Continue using the scroll bar right to the FFEL
Cert field and enter ffel in the FFEL Cert
field and then select the Find icon. This
query will find all currently eligible,
certified ,Main schools within the U.S. or
Trust Territories and Foreign schools that are
not currently certified for FFEL. Note Loan
Deferment Only schools are not included in this
query.
32
The Query/Where screen will display. Enter c
ltgt N and ffel ltgt Certified and then select
the OK button.
33
The Schools Matching Search Criteria box will
display. Select the OK button to continue.
34
If you wish to create an extract you will need to
select the Extract File icon. Otherwise,
select the Exit icon to run another query from
another module.
35
AAA Monitoring - From the main menu bar select
School and from the first drop down box select
AAA Monitoring.
36
The AAA Administrative Actions Public Query
screen will display. To perform a query to find
all schools where the final result is
Termination, Termination/Fine or Termination
(Medical Only) select the Enter Query/Show
Last icon.
37
The screen will clear and your cursor will be in
the header block. Select the Switch
Blocks/Cancel Query icon to move the cursor to
the lower block.
38
Using the horizontal scroll bar, scroll over
until you see the Action Final column. Enter
af in the Action Final field and select the
Find icon.
39
The Query/Where screen will display. Enter af
in (T,TF,TM) and select the OK button.
40
The Schools Matching Selection Criteria listing
screen will display the results of your query.
Select the OK button to continue.
41
If you wish to create an extract you will need to
select the Extract File icon. Select the
Exit icon to continue.
42
From the main menu bar select School, from the
first drop down box select Direct Loan Program
and from the second drop down box select Direct
Loan Basic Information.
43
The Direct Loan Basic Information screen will
display. Lets perform a query to find all
schools that are participating in Direct Loans.
Select the Enter Query/Show Last icon.
44
The screen will clear. Enter SD in the Start
Date field and ED in the End Date field.
Select the Find icon.
45
The Query/Where screen will display. Enter
sd is not null and ed is null then select the
OK button.
46
The Schools Matching Search Criteria box will
display. Select the OK button.
47
If you wish to create an extract you will need to
select the Extract File icon. Select the
Exit icon to continue.
48
From the main menu bar select School, from the
first drop down box select Direct Loan Program
and from the second drop down box select Direct
Loan Basic Information.
49
The Direct Loan Basic Information screen will
display. Lets perform a query to find all
schools that are no longer participating in
Direct Loans and have an end reason code of 07
(Default Rate), 13 (Voluntarily Withdrawal from
Title IV), 50 (Voluntarily Withdrawal from Direct
Loan), 51 (Voluntary Deferral of Direct Loan
Participation) or 52 (Termination from Direct
Loans). Select the Enter Query/Show Last icon.
50
The screen will clear and the cursor will be in
the Lower Block. Enter SD in the Start
Date field, ED in the End Date field and
e in the End Reason field. Select the Find
icon.
51
The Query/Where screen will display.
Accurately enter sd is not null and ed is not
null and e in ('07','13','50','51','52'). Then
select the OK button.
52
The Schools Matching Search Criteria box will
display to view any one of the schools from the
list it will have end reason code 07, 13, 50, 51
or 52. Select the OK button.
53
If you wish to create an extract you will need to
select the Extract File icon. Instead, select
the Exit icon to create a new query within the
Program Review module.
54
Program Review - From the main menu bar select
School, from the first drop down box select
Program Review and from the second drop down
box select Program Review Information.
55
Page 1 of the Program Review Information screen
will display. A systems message indicates that
there are no program reviews for this school.
Select the OK button to dismiss this message.
56
Lets do a query to find all ED Program Reviews
conducted since 2002 for Case Team 5 (Chicago)
that are closed. Select the Enter Query/Show
Last icon.
57
The screen will clear and the cursor will be in
the Header Block. Select the Switch
Blocks/Cancel Query icon to move the cursor to
the Lower Block.
58
Enter y in the Year portion of the PRCN
field, 05 in the Case Team portion of the
PRCN field and c in the Closed data field
at the very bottom of the columns on the right of
the screen. Select the Find icon.
59
The Query/Where screen will display. Enter y
in (2002,2003,2004) and c is not null,
then select the OK button.
60
The Schools Matching Search Criteria box will
display all Chicago School Participation Team
program reviews in either 2002, 2003, or 2004
that are closed. Select the OK button.
61
If you wish to create an extract you will need to
select the Extract File icon. Select the
Exit icon to continue.
62
Closed School - From the main menu bar select
More, from the first drop down box select
Closed Schools and from the second drop down
box select Closed Schools.
63
The Closed Schools screen will display the
message that this school is not closed. Select
the OK button to continue.
64
The Closed Schools screen will display. To
find all records within the Closed Schools
module that have been modified between 02/01/2004
thru 02/29/2004, clear the screen and select the
Enter Query/Show Last icon.
65
The cursor will be in the OPE-ID field of the
Header Block. Select the Switch Blocks/Cancel
Query icon to move the cursor to the Lower
Block.
66
Enter on in the On field and then select the
Find icon. NOTE The (Modified) On field
indicates any update to a Closed School record.
67
The Query/Where screen will display. Enter
on between to_date(02/01/2004','mm/dd/yyyy')
and to_date(02/29/2004','mm/dd/yyyy') and select
the OK button.
68
The Schools Matching Search Criteria screen
will display schools matching the search
criteria. Select the OK button to continue.
69
If you wish to create an extract you will need to
select the Extract File icon. Select the
Exit icon to create the last data query within
the Default Management module.
70
Default Management - From the main menu bar
select More, from the first drop down box
select Basic View and from the second drop down
box select By School.
71
The Basic View by School or Rate screen will
display. Lets perform a query to find all
currently eligible and certified for FFEL schools
that have a default rate of 25.0 or greater in
Cohort Year 2003. Select the Enter Query/Show
Last icon.
72
Using the Header Block horizontal scroll bar,
scroll to the right until you reach the Elig
field and Click On its indicator.
73
Continue scrolling to the right using the
horizontal scroll bar to the FFEL Cert field.
Select the ? button to the right of the FFEL
Cert field.
74
The FFEL Certification list of values will
display. Highlight Certified and then select
the OK button.
75
The word Certified will display in the FFEL
Cert field.
76
Continue to scroll to the right until you reach
the Cohort Yr field. Enter 2003 in the Cohort
Yr field and gt25.0 in the Rate field as
illustrated below. Select the Find icon.
77
The Schools Matching Search Criteria box will
display all schools with a 2003 cohort default
rate equal or greater than 25. Select the OK
button to continue.
78
If you wish to create an extract you will need to
select the Extract File icon. Select the
Exit icon to continue.
79
Logoff PEPS - You have performed queries within
all the major modules of PEPS. Prior to logoff,
you may want to make sure you have all active
modules are closed via the Exit icon. To
ensure that your session in PEPS has been
properly terminated, select File from the
main menu bar and then select Exit from the
drop down box.