session # 24 cod hands-on barbara davis wood mason

32
Session # 24 Cod Hands-on Barbara Davis Wood Mason

Upload: dylan-merritt

Post on 06-Jan-2018

219 views

Category:

Documents


3 download

DESCRIPTION

3 Research/Resolve Rejects Why is it important to fix edit code rejects? –More efficient processing –Avoid hitting duplicate rejects –Better cash flow –Easier reconciliation Where do I find a list of rejects and how to fix them?

TRANSCRIPT

Page 1: Session # 24 Cod Hands-on Barbara Davis Wood Mason

Session # 24

Cod Hands-on

Barbara DavisWood Mason

Page 2: Session # 24 Cod Hands-on Barbara Davis Wood Mason

2

What Does a “Pro” Need to Know

• Research/Resolve edit code rejects

• Access reports • FAA’s perspective on cash

management• Create new awards

Page 3: Session # 24 Cod Hands-on Barbara Davis Wood Mason

3

Research/Resolve Rejects• Why is it important to fix edit

code rejects?–More efficient processing–Avoid hitting duplicate rejects–Better cash flow –Easier reconciliation

• Where do I find a list of rejects and how to fix them?

Page 4: Session # 24 Cod Hands-on Barbara Davis Wood Mason

4

Two Reject Research Methods• Date range batch level rejects

–Edit 97• Searching by specific student

–Student history–Edit 24

Page 5: Session # 24 Cod Hands-on Barbara Davis Wood Mason

5

Page 6: Session # 24 Cod Hands-on Barbara Davis Wood Mason

6

Page 7: Session # 24 Cod Hands-on Barbara Davis Wood Mason

7

Filter For Rejects by Program

Page 8: Session # 24 Cod Hands-on Barbara Davis Wood Mason

8

Page 9: Session # 24 Cod Hands-on Barbara Davis Wood Mason

9

Page 10: Session # 24 Cod Hands-on Barbara Davis Wood Mason

10

COD Student History

Page 11: Session # 24 Cod Hands-on Barbara Davis Wood Mason

11

Repeated Rejects

Page 12: Session # 24 Cod Hands-on Barbara Davis Wood Mason

12

Let’s Look at the CPS Data

Page 13: Session # 24 Cod Hands-on Barbara Davis Wood Mason

13

Summary of Batch Level Edit Reject Research

• Select Batch Menu• Enter in date range search• Click on batch• Filter by program/status• Click on word reject• Refer to student record • Correct either award or disbursement

Page 14: Session # 24 Cod Hands-on Barbara Davis Wood Mason

14

Summary of Student level Edit Reject Research

• Select Batch Menu• Enter in SSN and award year or

choose all• Review history to see when rejects

first started occurring• Click on word reject• Correct either award,disbursement or

identifiers

Page 15: Session # 24 Cod Hands-on Barbara Davis Wood Mason

15

“Pro” Practice Time• Log into COD

–Choose batch menu–Perform SSN search–Research and resolve a specific reject code

• Or…• Cod CBT

Page 16: Session # 24 Cod Hands-on Barbara Davis Wood Mason

16

Accessing COD Reports• Services tab• Same log in ID as COD• Separate database

– Can have both COD and reports open at same time

– Must log off each separately• Use the CBT Grants Reports

– Accessing reports on the web

Page 17: Session # 24 Cod Hands-on Barbara Davis Wood Mason

17

“Pro” Practice Time• Practice by logging in and

looking at a POP or verification report for your school

• Or… continue with the Grants report CBT to explore all reports available: Pell, ACG and SMART

Page 18: Session # 24 Cod Hands-on Barbara Davis Wood Mason

18

Cash Management• What’s an FAA supposed to do??• Check Cash screens to see if

funds have been drawn to support disbursements

• Read only view in GAPS

Page 19: Session # 24 Cod Hands-on Barbara Davis Wood Mason

19

Funding Information

Page 20: Session # 24 Cod Hands-on Barbara Davis Wood Mason

20

Cash Activity

Page 21: Session # 24 Cod Hands-on Barbara Davis Wood Mason

21

Gaps Award Activity Report

Page 22: Session # 24 Cod Hands-on Barbara Davis Wood Mason

22

Yearly Totals

Page 23: Session # 24 Cod Hands-on Barbara Davis Wood Mason

23

Viewing Cash – No Drawdown

Page 24: Session # 24 Cod Hands-on Barbara Davis Wood Mason

24

“Pro” Practice Time• Log on to COD and visit your

schools cash screens• What was your initial CFL for

0708 CFL?• Are you currently substantiated

for all programs?• COD CBT lesson

Page 25: Session # 24 Cod Hands-on Barbara Davis Wood Mason

25

Creating New Awards• New awardee or already

established on COD• Click create new award• Award ID and Award number

–ACG and SMART grant• Creating Disbursements• What if I already have an award

for that year on file?

Page 26: Session # 24 Cod Hands-on Barbara Davis Wood Mason

26

Page 27: Session # 24 Cod Hands-on Barbara Davis Wood Mason

27

Page 28: Session # 24 Cod Hands-on Barbara Davis Wood Mason

28

875968775A08001587001

Page 29: Session # 24 Cod Hands-on Barbara Davis Wood Mason

29

New Grant Functionality!From the Create Disbursement screen, enter the disbursement information for the first disbursement then click the continue button to create additional disbursements.Finally click submit.

Page 30: Session # 24 Cod Hands-on Barbara Davis Wood Mason

30

COD CBT Lesson

• Updating and Creating Records–Pages 1-17

Page 31: Session # 24 Cod Hands-on Barbara Davis Wood Mason

31

“Pro” Practice time• Use your log in and password to

access COD• Or….• COD CBT –Updating and creating

records lesson –page 18-23

• Or…• COD CBT

Page 32: Session # 24 Cod Hands-on Barbara Davis Wood Mason

32

Contact InformationWe appreciate your feedback and

comments. We can be reached at:

[email protected]

[email protected]