session #23 hands on nslds for beginners valerie sherrer & andrea wise
TRANSCRIPT
Session #23 Hands On
NSLDS for Beginners
Valerie Sherrer &Andrea Wise
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Session Agenda• Navigate NSLDS on the Web• Use NSLDS to administer FAA
processes– Report and monitor Overpayment(s)– Maintain student Enrollment
information– Update School Contact information– Utilize TSM for mid-year transfers
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How to obtain NSLDS Access• SAIG Web Site: fsawebenroll.ed.gov
– Primary Destination Point Administrator (PDPA) at your organization
– PDPA responsible for enrolling, monitoring and deleting users at your organization
– Every User is assigned a TG number, designated as a Destination Point Administrator (DPA)
• Contact CPS/WAN Technical Support for assistance at 1-800-330-5947
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How to obtain NSLDS Access
• SAIG notifies NSLDS of users requesting access
• NSLDS sends User Letter and Password Letter
• NSLDS Future enhancement–Email Notification of NSLDS User ID to PDPA
New
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How to get to the NSLDS Web Site
• Enter https://www.NSLDSFAP.ed.gov to access the logon screen
• Enter User ID and Password as assigned by NSLDS
• Every user must receive and only use his/her own User ID and Password
NSLDS Logon
NSLDS Logon
Helpful Links
System Requirements
Change Password
Download Help
NSLDS Logon
Enter your NSLDS User ID
and NSLDS Password
NSLDS Logon
Click “I Agree” that
you are authorized to access this data
and will protect the Privacy of it
User Access Verification
Enter letters and numbers shown in box
NSLDS Main Menu
REQUIREDInput Student’s SSN, First
Name, and DOBClick functions such as
“Loan History”Message Box
Aid Tab Menu
REQUIREDInput Student’s SSN, First
Name, and DOBClick functions such as
“Loan History”
Loan History
Click number or Loan Detail Button
to see more loan information
Loan Detail Page
Click “Overpayment List”
to go to Overpayment Page
Page continuedbelow- next slide
Loan Detail Page cont’d
Overpayment List
Click “Add Overpayment”
to add another
Click Number IconTo Update/Delete
Overpayment
Add Overpayment
Fill In RequiredFields
Click “Submit”
Add Overpayment Continued
Click“Grants”
Click Number Iconto go to
Update/Delete Page
Grants Page
Return to Main Menu
Click “Enroll” Tab to go to Enrollment
function
Enrollment Tab Menu
ENTER “SSN”, “First Name”,
and “DOB”,Then Click “Retrieve”
Enrollment Summary Page
Click “EnrollmentDetail” for
expanded view
Enrollment Detail
Advanced Display Optionsallows selection ofrecords to display
Enrollment Summary Page
Click “Enrollment Timeline” to see
chronology of reportedenrollment
Enrollment Timeline
Enrollment Summary Page
Click “Enrollment Maintenance” to update this
student
Enrollment Add
Click “Enrollment Update”
Loan Record MustExist on NSLDSTo Add Student
ENTER “SSN”, “First Name”,
and “DOB”,Then Click “Retrieve”
Enrollment Update
To see allEnrollment records,
click “Retrieve”
Search Options allow sort by data fields,
then click “Retrieve”
Update Student Enrollment
Update Student Info,then click “CertifyChecked Students”
“Check All” fills checkbox and updates
Cert Date
Enrollment Update Continued
Click “Confirm”or “Cancel”
Successful Update
IndicatesSuccessful
Update
Return to Main Menu
Click “Org” Tab
Org Tab Menu
Click To Add New Contact Information
Click “Number Icon”To Update/Delete
Always create:A Primary Contact &
Enrollment Reporting- and provide EMAIL ADDRESSES
Update/Delete Contact
Click “Update” or
“Delete”
Update Information
Update Fields,Then Click“Submit”
Update Contact Information
IndicatesSuccessful
Update
Search for an Organization
Enter Type, Code and/orName and Click “Retrieve”
Organization after Search
Click “Data Provider Schedule”
Data Provider Schedule
Click “RepaymentInformation”
Repayment Information
Click “Cohort DefaultRate”
Click To RequestBorrower Report
Cohort Default Rate History List
Click “School Profile”
School Profile
Main Menu
Click “Report” Tab
Request Report
To Request Report, Click “Number Icon”
Click “Log Page” To Check Status
Request Report Continued
Indicate“Type”
Indicate SortOrder
Check ToSelect
Request
Click “Submit”
Request Report Continued
Verify Parameters,and Click “Confirm”
Main Menu
Click “Tran” Tab
Transfer Monitoring List
Click “NumberIcon” To
Update/Delete
Click To AddStudent
Sort/Retrieve Students That
Meet Conditions
Student Monitoring Detail
Click “Update”or
“Delete”
Click “MonitoringAlert Review”
Monitor Alert Review
Check Reviewed Box to clear alert
Click item to reviewthe aid that has
changed
School Transfer Profile
Click “Update”
School Transfer Profile Update
Update Fields
Click “Submit”
School Transfer Profile Update
Submitted Successfully
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Contact InformationWe appreciate your feedback and
comments. We can be reached at:
• Phone: 800-999-8219• Email: [email protected]• Fax: 785-838-2154• Web: www.nsldsfap.ed.gov