View
227
Download
0
Category
Tags:
Preview:
Citation preview
Partner Interface UpdatesPASFAA – Fall 2014Pennsylvania State Grant Program/SGDEPP/RTSS
Today’s Agenda -Current Interface Users
Troubleshooting
Updates on ‘Updating’ (Single Record) and ‘View’
Updates on ‘Filtering’
New Disbursement Model – HIGH LEVEL OVERVIEW
SGDEPP Year 2 disbursement
RTSS program (coming soon)
FG3S and FG7E Display Updates
Troubleshooting
Ability to ‘Role Swap’ and see what you see
Can step through updates but cannot commit changes
Improvement to help better serve you
Other troubleshooting tips
If all else fails, email ‘screen shot’ to sghelp@pheaa.org
‘Control, Alt, Print Screen’; or
Snipping Tool
Link
Before
September Version – link floats at end of student’s name
Updates on ‘Updating/View’
Button
Before
September Version
Updates on ‘Updating/View’ – Single Student Records
Drop Down
Buttons
Update button
Opened one window with sections
Had to select button again once section chosen
Updates on ‘Updating/View’
Before
Drop down
Opens an individual change window for selection
If not active (depends on year and date):
Greyed out; or
Message at top
Updates on ‘Updating/View’
After
Updates on ‘Filtering’ – Record LevelOn Record Status (NOT All Statuses)
Before
Updated By and When moved here
As of 9/18/2014
Updates on ‘Filtering’ – Record Level -All Statuses
Updated By and When moved here
Label now shows “All Statuses” instead of “All Records”
Before
As of 9/18/2014
No “Any” Button
Select term to narrow resultsOtherwise, results are ‘Fall’ OR ‘Spring’ (OR ‘Winter’ if quarter school)
Filters cannot be hidden (collapsed) at this time
Updates on ‘Filtering’ – Term Level
Before
September 18th Version
Updates on ‘Filtering’ – Term Level Filters
New ‘Reject Types’ selection
Before
As of 9/18/2014
Updates on ‘Filtering’ – Term Level Filters
Select ‘Reject Type’ G – Non-Approved Course of Study
No other selections (will select all terms)
Apply Filters – 5 Records May not be specific to your school
Updates on ‘Filtering’ – Term Level Filters
EXPLANATION2 records were reject G at another school but at my school for the other term (and not G)
Fall selection equals 2 records
Spring selection equals 1 records
New Disbursement Model
Model applies to:State Grant Distance Education Pilot Program (SGDEPP) - Year 2 and beyond
Ready to Succeed Scholarship (RTSS)
Potential for State Grant to adopt model in future
Student-by-student certification PRIOR to disbursement of funds is required
Student-by-student refund identification (refund list or ‘invoice’) is required
New Disbursement Model
Detailed training for SGDEPP and these functions in Partner Interface will be forthcoming
Today’s session – high level overview
Non-SGDEPP schools may wish to participate in this training for insight
Tabs for each programDoes not appear if your school does not participate
Dashboard - New Disbursement Model
Detailed Lists for Processing Distance Education Pilot
Lists for Required Supplemental Reporting
Viewing Disbursement Roster
Refund Lists (forthcoming)
Viewing Refunds (forthcoming)
Dashboard - New Disbursement Model
Dashboard - New Disbursement Model – Processing Flow
Nominate – (School)
Monthly Eligibility (PHEAA)
Monthly Certification – window
opens (PHEAA)
Monthly Payment Window closes
(PHEAA
Disbursement Generated(PHEAA)
Schools may continue to certify
Payment may have to wait until the next cycle (if window missed)
May receive multiple rosters for same term
Available in:PageCenter
PDF from Interface
Separate Disbursement Certification Transmission
Term roster signed certification pages is no longer needed due to UPFRONT student by student cert
Reconciliation will still require signed page
Rosters - New Disbursement Model - SGDEPP
FG3S Updates
“D” for SGDEPP
“G” for State Grants
FG3S tutorial will be revised
Requires Program Type
FG7E – Student Level Disbursement Display - Updates
“D” for SGDEPP
“G” for State Grants
SGDEPP date in column format
Requires Program Type
New Disbursement Model
Questions
Resources
pheaa.org/training
navigation tutorials (no audio)
pre-recorded webinars
user guide and print materials
Contact State Grant and Special Programs staff:
Email: sghelp@pheaa.org (an email reserved for financial aid administrators only)
1-800-443-0646, option 4 – to discuss transmissions
1-800-443-0646, option 3, option 1 (a private number reserved for the use of financial aid administrators only)
Resources
Recommended