ONLINE FORMS AND TOOLS Dan Navarro

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ONLINE FORMSAND TOOLSDan Navarro

Train-the-Trainer Workshop September 9-10,
2002 Schools Libraries Division
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Overview

• Online form filing
• Online form certification
• Recent and proposed changes to the online forms
• New tools
• Form 471 View
• Data Retrieval Tool
• Where to go for help

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Online Form Filing

• Faster turnaround times
• No mail delay
• Minimizes the possibility of time consuming
  error outreach
• System integrity enforcement via online data
  edits and internal system logic
• Ensures that mandatory fields are filled
• Performs worksheet calculations and date checks
• Ensures valid correlation between SPIN and SP
• Eliminates MPS errors

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Online Form Certification

• Reference Avoiding Common Form Errors
  presentation by Larry Phillips
• 36,433 471s submitted for FY 2002
• 31,800 submitted 471s online for FY 2002
• 6,071 certified online

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Recent Changes to the Online Forms

• Form 470
• Includes new language cautioning applicants about
  service provider involvement
• Incorporates a new navigation pattern for
  certification
• Electronic certification
• Request a PIN
• Manual certification

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Form 470 New Language on Certification Page
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Form 470 Revised Submission Page After
Certification Page
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Form 470 Certification Method Selection Page
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Proposed Changes Form 471

• E-cert navigation like Form 470
• Interview format
• Online PDF format
• Print version optimized for scanning
• Print version online version

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Proposed Changes Form 486

• Online PDF format
• Requires Adobe 5.0
• Print version is the same as online version and
  vice versa.
• Print version is optimized for scanning
• Hash marks enforce clearer handwriting
• Scanning technology will shorten data entry time
  ? Faster turnaround

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The New Form 486
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Proposed Changes Other forms

• Convert remaining forms to PDF format
• Online version same as paper version
• Paper version optimized for scanning
• Enable interview option for remaining forms
• Optimized for program newcomers
• Step-by-step data entry process with built-in
  edits.

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New Tool Form 471 View

• Expanded functionality of the Form 471 Display
• No security code is needed to view core 471 data
  (direct contact information is hidden)
• Current Display shows FRNs that have been
  committed or denied by the SLD
• Original Display shows data as originally
  submitted by the applicant

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Form 471 ViewHow To Get There (1)

• From the Schools and Libraries home page, click
  on the Apply Online icon
• Under Form 471, click Display

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Form 471 ViewHow To Get There (2)
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Form 471 ViewHow To Get There (3)
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Form 471 ViewHow To Get There (4)
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New Data Retrieval Tool

• Complete dataset of an FRN
• Requested data vs. committed data
• Committed data shown once FCDL is issued
• You may enter criteria via the filter screen to
  narrow your search
• Data packaged as a tab delimited file
• Importable into common spreadsheet and database
  programs.

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New Tool Data Retrieval System

• Go to the Schools and Libraries home page
• Click on the Data Requests navigation button
• Follow the instructions on the instructions page
• Go to filter page and set your criteria, if any
• Build data file!

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Data Retrieval System Entry
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Data Retrieval System Filter Screen
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Data Retrieval System Download Screen
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Where To Go For Help

• On the web www.sl.universalservice.org
• Client Service Bureau 1-888-203-8100
• Via e-mail question_at_universalserivce.org
• Via fax [phone]

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QUESTIONS