edexpress basics for beginners and novice users presented by doug baldwin – test engineer -...

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EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

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Page 1: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

EDExpress Basics for Beginners and Novice UsersPresented byDoug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Page 2: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Agenda

• Installation• Global• App Express• Direct Loan• Pell • TEACH• Getting Help• Questions

Page 3: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Installation

• If no version of EDExpress for present year is installed:• Standalone Full• Network Server installation

followed by Workstation Full• If upgrading from a previous

release of EDExpress for a given year:• Standalone Custom• Workstation Custom

Page 4: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Global Setup

Page 5: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

App Express Import

Page 6: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

App Express Print

Page 7: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

App Express Print

Page 8: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

App Express Query

Page 9: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

COD Setup

Page 10: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan School Setup

Page 11: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan System Setup

Page 12: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

DL Disbursement Setup

Page 13: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

DL Program Profiles Setup

Page 14: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

CIP Code Setup

Page 15: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan Origination

• Manual• Import ISIR Data • Import Packaging Data • Import External

Origination Add File

Page 16: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan Origination

Page 17: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan Origination

Page 18: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan Origination

Page 19: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan Origination

Page 20: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan Origination

Page 21: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan Origination

Page 22: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

DL Anticipated Disbursements

Page 23: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

DL Actual Disbursements

Page 24: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan Export

Page 25: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

DL COD Response Import

Page 26: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan Print

Page 27: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Direct Loan Query

Page 28: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Pell School Setup

Page 29: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Pell Origination

• Manual• Import ISIR Data • Import External

Origination Data File

Page 30: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Pell Origination

Page 31: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Pell Origination

Page 32: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Pell Origination Tab

Page 33: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Pell Disbursements

Page 34: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Pell Export

Page 35: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Pell COD Response Import

Page 36: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Pell Print

Page 37: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Pell Query

Page 38: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH School Setup

Page 39: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH Disbursement

Setup

Page 40: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH Origination

• Manual• Import ISIR Data • Import External

Origination Data File

Page 41: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH Origination

Page 42: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH Origination

Page 43: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH Origination Tab

Page 44: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH Anticipated Disbursements

Page 45: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH Actual Disbursements

Page 46: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH Export

Page 47: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH COD Response Import

Page 48: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH Print

Page 49: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

TEACH Query

Page 50: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Questions?

Page 51: EDExpress Basics for Beginners and Novice Users Presented by Doug Baldwin – Test Engineer - General Dynamics Information Technology (GDIT)

Getting Help with EDExpress

• CPS/SAIG Technical Support• Phone: 800/330-5947 (TDD/TTY

800/511-5806)• Hours: Monday, 8 a.m. – 8 p.m. (ET) to

Friday, 8 a.m. to 8 p.m. (ET)• E-mail: [email protected]

• FSATECH List Serv• Subscribe:

http://www2.ed.gov/offices/OSFAP/services/fsatechsubscribe.html