Become an Import-Export Magnate with EDExpress

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Session 59
Become an Import-Export Magnate with EDExpress
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Introduction

• Who is this session for?
• -Beginners
• Evaluations
• Questions
• Time for Q A at end

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Session Purpose

• Become familiar quickly with basic EDExpress
  operations
• Youll be importing, exporting and handling
  ISIRs like a pro in no time!

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Learning Objectives

• In this course, you will learn about
• Logging into EDExpress
• Basic setup
• Importing ISIRs
• How ISIRs appear in EDExpress
• Correcting student ISIRs

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Learning Objectives (cont.)

• Creating new applications
• Exporting
• Keeping track of your import-export business
  using the Batch Activity Grid
• Printing
• Common errors and tips

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Logging into EDExpress

• If you are logging in for the first time, the
  user id and password are SYSADMIN otherwise, use
  your own User ID and password

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Basic Setup
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EDExpress Setup
- Most setup features are found on the TOOLS
menu under SETUP, then GLOBAL
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EDExpress Setup - User IDs
From TOOLS, SETUP, GLOBAL, select SECURITY USERS
to reach this screen
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EDExpress Setup - School
Use RETRIEVE button to find your school
Check ASSUMED SCHOOL
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EDExpress Setup - File Management

Controls where your exported files go and where
your imports come from
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Importing ISIRs
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Becoming an Import Magnate
Choose the IMPORT icon on the Toolbar
OR click on the FILE menu, then
select IMPORT
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Becoming an Import Magnate (cont.)

• Message Classes
• -SARA02OP Automatic ISIRs
• -CORR02OP Electronic Corrections and
  Duplicates
• -EAPS02OP Electronic Application ISIRs
• -REAP02OP Electronic Renewal Applications
• -SYSG02OP System Generated

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Importing

• Now its your turn!
• Hands-on Exercise 1

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Becoming an Import Magnate (cont.)

• Do files disappear after theyve been imported?
• What happens if I try to import the same file
  more than once?

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Inside EDExpress
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How ISIRs appear in EDExpress

• What is an ISIR?
• - Institutional Student Information Record
• May be viewed from the SAR\ISIR tab
• ISIR pages 1 - 2 - 3
• Status Code indicator
• Transaction number indicator
• Forward - Back (cassette style) buttons

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How to create a NEW application

• Step one Click on the FILE menu, then
• select NEW
• Step two Enter/Save info on DEMO tab
• Step three Enter the remaining data on
• the FAFSA tab
• Step four Export
• Step five Transmit

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How to create a NEW Application - Tips

• Make sure to use your school code in the first
  position
• Verify that you are on the FAFSA tab and not the
  SAR\ISIR tab

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Correcting Student ISIRs

• Correction Process
• Two options for making corrections
• - SAR/ISIR tab
• - Quick Correction
• Export
• Transmit

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Correcting Student ISIRs(cont.)

• SAR\ISIR tab
• - File\Open
• - Enter students SSN and go to the
• SAR\ISIR tab
• - Make corrections, save record and
• export

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Correcting Student ISIRs(cont.)

• 067-33-3168 Wa
• 1. Find the Status code for the student
• 2. Make a correction to the U.S. income tax
  paid to 1900

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Correcting Student ISIRs(cont.)

• Quick Correction
• - Choose Process\Quick
• Corrections
• - Enter the students identifiers
• and transaction number
• - Make corrections, save and export

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Correcting Student ISIRs(cont.)

• 555-55-5555 Ed 01
• 1. Add your School in Federal School code 1
• 2. Use 1234 for the DRN
• 3. Save corrections

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Correcting Student ISIRs

• Now its your turn!
• Hands-on Exercise 2

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Exporting ISIRs
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Becoming an Export Magnate

• Close the students record
• File Export
• Export Dialogue Box (at right)

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Becoming an Export Magnate (cont.)

• In Progress dialogue box

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Exporting

• Now its your turn!
• Hands-on Exercise 3

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Batch Activity Grid
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Track your import-export business using the Batch
Activity Grid
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Batch Activity Grid
Right-click on any column name header (such as
Batch ID-App Processing Batch Activity) to get
the control menu
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Printing

• EDExpress can generate a number
• of reports

• FAFSAs
• ISIRs
• Lists of processed ISIRs
• much more

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Printing (cont.)

• App Express tab
• Report
• Single / Multiple
• Report File
• Destination
• Options
• Selection Criteria

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Printing Selection Criteria

• Query Title ellipsis
• Select Records

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Printing

• Now its your turn!
• Hands-on Exercise 4

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Common Problems and Tips
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Your student has a SAR, but you donthave the
ISIR

• Check TRANKEY
• Verify your school code is listed
• Verify correct processing year on SAR

• If all the above are correct
• Duplicate ISIR request
• Call CPS\WAN Technical Support

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Sample SAR
Page 5 of 8
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Forget Your Password?

• Login under the SYSADMIN user id, if you know
  the password
• Reset the SYSADMIN user id password by using the
  reset password utility
• - found in the EDExpress for windows
• 2001-2002 folder (RepairCompactResetPW.exe)
• Go to Tools/Setup/Global/Security Users

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Database Maintenance

• Repair\Compact\Verify
• - Go to Tools\Utilities
• - Should be done frequently
• Backup your DATABASE!!!!!

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EDExpress Help
- When you cant remember, try the HELP menu.
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EDExpress Help(cont.)
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If the Help menu doesnt help

• Contact us with your feedback or for technical
  assistance
• Phone [phone]
• Fax [phone] or 785-838-2175
• Email cpswan_at_ncs.com

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