Lisa Walker and Oliver Dolan | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference...

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NSLDSFAP Overview 3

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Lisa Walker and Oliver Dolan | Dec. 2015U.S. Department of Education

2015 FSA Training Conference for Financial Aid Professionals

Hands-On NSLDS

Session 11

Hands-On NSLDS• NSLDSFAP Website Overview• Loan History

• Icons• Aggregate Information• Loan Summary & Detail

• Enrollment Reporting • Statistics• Update

• NSLDS Reports• Organization Contact List

2

NSLDSFAP Overview

3

Loan History - Icons

4

Click the Link

Loan History – Aggregate Loan Info

5

Loan History – Loan Summary

6

Loan History – Loan Summary

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Loan History – Loan Detail

8

Loan History• Your turn – Exercise #1

9

Enrollment Reporting Statistics

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Enrollment Reporting Statistics

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12

Enrollment Reporting Status Update

Enrollment Reporting Status UpdateUpdating a student enrollment reporting status to graduated•Select the “G” for status (school level)•Update the Eff. Date•Select the “G” for Program Status•Update the Status Effective Date

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Enrollment Reporting Status Update After updating the Status, Eff. Date, Program Status, and Status Effective Date, click the check box, and click the Certify Checked Students button.

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Enrollment Reporting Status Update

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Enrollment Reporting Status Update

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Updating Enrollment Reporting Status• Your turn – Exercise #2

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NSLDS Reports• NSLDS has three types of reports:

• Ad hoc reports sent to the requestor’s SAIG TG Mailbox• Web reports with option of an immediate PDF or Excel file• Scheduled reports that are created at specific intervals and

delivered to a designated SAIG TG Mailbox

• Reports requested in extract have layouts on IFAP, NSLDS Reference Materials - NSLDS Record Layouts

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NSLDS Reports - Web Report List

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NSLDS Reports List

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NSLDS Web Report List

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NSLDS Scheduled Reports

• Set up under the Org tab, School Profile page• Define the profile for the report

• Reporting Type includes options for Comma Delimited, Fixed Width, or Report (pre-formatted)

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NSLDS Scheduled Reports

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School Portfolio Report Import Tool• Retrieve the School Portfolio Report (CSV format) from

the TG mailbox to which it was sent• Save the report as a .txt file• Open the School Portfolio Report Import Tool• Import the data by following the instructions on the

Instructions tab

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School Portfolio Report Import Tool• School Portfolio Report Import Tool Location— http://

ifap.ed.gov/DefaultPreventionResourceInfo/attachments/SchoolPortfolioReportImportTool.xlsx

School Portfolio Report Import Tool

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School Portfolio Report Import Tool

• Your turn – Exercise #3

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Organization Contact List

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Org Contact List – Add Contact

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Org Contact List – Add Contact

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Organization Contact

• Your turn – Exercise #4

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NSLDS Contacts

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Visit the NSLDS Customer Support Team in the Resource Center or Contact:

Customer Support Center:• Phone: 1-800-999-8219• Toll: 785-838-2141• Fax: 785-838-2154• Web: www.nsldsfap.ed.gov• E-mail: nslds@ed.gov

QUESTIONS?

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