![Page 1: The Partner Interface Pennsylvania State Grant Program](https://reader036.vdocuments.us/reader036/viewer/2022062720/56649efd5503460f94c107a9/html5/thumbnails/1.jpg)
The Partner InterfacePennsylvania State Grant Program
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Today’s Agenda
High level overview of the State Grant Partner Interface project
Phases 1 to 3
Resources and Technical Assistance
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Web-based product
Focused on:
Postsecondary school users
Student data
What is the Partner Interface?
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Mainframe ‘Green Screens’
No O/C WebConnect for student-related State Grant Program transactions
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Phased Approach
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Current Systems Partner Interface
Multiple points of input Single point of input in School Portal
Outdated ‘Green Screen’ mainframe transactions
Modern web-based tool
Inefficient for both school and PHEAA users
Increased processing efficiencies
New features cumbersome to implement
Easier to maintain and implement changes
System Comparison
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Single Input Point– School Portal ‘Alec’
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Phase I – Initial Launch – February 28
First step in replacement of student-focused transactions
State Grant Program
View records
Make updates to individual students
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Features – Viewing Data
Mainframe FG59
13 page student record
Difficult to locate information
Cryptic labels
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Features – Viewing Data
Partner Interface
More ‘real estate’
Familiar functions
Logically ordered
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Features – Viewing Data –More Real Estate
Text Explanations
Instead of Codes
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Text Explanations
Instead of ‘F1’ Help Keys
Features – Viewing Data –More Real Estate
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Features – Viewing Data –More Real Estate
Item # References
Text Explanations
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Features – Viewing DataFamiliar Functions
Links and Buttons
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Features – Viewing DataFamiliar Functions
Mainframe FG0B Eligibility Summary (History)
Difficult to navigate
Cryptic labels
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Features – Viewing DataFamiliar Functions
Scrolling Navigation
Text descriptions
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Tabbed Format within Student Record
Features – Viewing DataLogically Ordered
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Features – Viewing DataLogically Ordered
Incomplete data
Eligibility data
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Features – Viewing DataLogically Ordered
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Features – Viewing DataLogically Ordered
Year and Period
Text Descriptions
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Student Record•Demographics•School Enrollment Data•Credit Information
• Award Adjustment
• Cost Override
• Cancellation or Reinstatement
Features – Single Update
Additional capabilities
Multiple types of change at one time
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Max 10 records One type of change
Features – Single UpdateMainframe Limitations – FG5Y/FG3B
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Features – Single UpdateStudent Record Section
Multiple types of change at one time
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Features – Single UpdateCancel-Reinstate Section
Not Enrolled GraduatedAcademic Progress
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Features – Single UpdateCost Override and Award Adjustments
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Features – Single UpdateMainframe Limitations – FG11
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Special Requests ‘Just in case’
Are to be used as a LAST RESORT
Features – Single Update
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Features – New Requirement2013-14
Term enrolled Credits: Online vs. Classroom Credits
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Features – Single UpdateInternal School Comments
To be relabeled ‘School Notes’ this Summer
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Phase II – April Release
Provides easy access to PageCenter reports
Increases capacity for updates
Provides recent update lists
Foundation for future filtering
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Phase II – April ReleaseEasy Access to Reports
Easy navigation to PageCenter Reports
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Allows for up to 100 records at one time
4 Basic Steps:
1. Create a Queue – Name and Select Settings
2. Add Students to Your Mass Update Queue
3. Choose the Updates for your Queue
4. Review/Save/Process Your Mass Update Queue
Phase II – April ReleaseCreate Mass Update Queue
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Phase II – April ReleaseCreate Mass Update Queue
Step 1
Update OR Cancel/Reinstate
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Phase II – April ReleaseCreate Mass Update Queue
Step 2
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Phase II – April ReleaseCreate Mass Update Queue
Step 2
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Phase II – April ReleaseCreate Mass Update Queue
Step 3-Update Type
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Phase II – April ReleaseCreate Mass Update Queue
Step 3-Cancel/Reinstate
Type
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Phase II – April ReleaseCreate Mass Update Queue
Step 4
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Phase II – April ReleaseCreate Mass Update Queue
Step 4 – 2 places that you can Export to Excel:
1.BEFORE you process
2. Results AFTER you process
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Phase II – April ReleaseCreate Mass Update Queue
IMPORTANT!!
Once you exit, Export ability is lost
Queues cannot be ‘reused’ as part of Phase II
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Phase II – April ReleaseRecent Update Dashboard- Lists
Link to Student Listing
View individual records
Add to mass update queue
Link to Student Listing
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Phase III – June Release
Produce lists on entire population of State Grant applicants
Filter lists, for example:
Validation
Eligibility (‘Award’) Date
Save queues for reuse
Enhanced exporting to Excel or Text File
Other?
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Resources
pheaa.org/training
navigation tutorials (no audio)
pre-recorded webinar
user guide and print materials
phase I – available now
phase II – coming soon!
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Contact State Grant and Special Programs staff:
Email: [email protected] (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