Setting Up and Using Transfer Monitoring Julie Wilson, LCCC - - PowerPoint PPT Presentation

▶
setting up and using transfer
SMART_READER_LITE
LIVE PREVIEW

Setting Up and Using Transfer Monitoring Julie Wilson, LCCC - - PowerPoint PPT Presentation

Jun 23, 2023 158 likes •355 views

RMUG 2014 Laramie County Community College Setting Up and Using Transfer Monitoring Julie Wilson, LCCC Director Financial Aid 1 Setting Up Transfer Monitoring Laramie County Community College What You Need Using NSLDS Transfer

slide-1
SLIDE 1

RMUG 2014 Laramie County Community College

Setting Up and Using Transfer Monitoring

Julie Wilson, LCCC Director Financial Aid

1

slide-2
SLIDE 2

RMUG 2014 Laramie County Community College

What You Need

  • Using NSLDS Transfer Monitoring

(November 5, 2013

  • SAIG Access (PDPA)
  • NSLDS Access (PDPA)
  • FAUP
  • NSLDS Detail
  • TMSR Report
  • TMWR Report

Setting Up Transfer Monitoring

2

slide-3
SLIDE 3

RMUG 2014 Laramie County Community College

  • On NSLDS, the PDPA must set profile to

Extract TSM/FAH Files. NSLDS Set Up

3

slide-4
SLIDE 4

RMUG 2014 Laramie County Community College

  • The PDPA must change the set ups to

allow Transfer Monitoring batch reports via SAIG. SAIG Set Up

4

slide-5
SLIDE 5

RMUG 2014 Laramie County Community College

SAIG Set Up (continued)

5

slide-6
SLIDE 6

RMUG 2014 Laramie County Community College

SAIG Set Up (continued)

6

slide-7
SLIDE 7

RMUG 2014 Laramie County Community College

SAIG Set Up (continued)

7

slide-8
SLIDE 8

RMUG 2014 Laramie County Community College

SAIG Set Up (continued)

8

slide-9
SLIDE 9

RMUG 2014 Laramie County Community College

SAIG Set Up (continued)

9

slide-10
SLIDE 10

RMUG 2014 Laramie County Community College

SAIG Set Up (continued)

10

slide-11
SLIDE 11

RMUG 2014 Laramie County Community College

FAUP allows you to begin importing NSLDS files when DOEI is run. Colleague Set Up

11

slide-12
SLIDE 12

RMUG 2014 Laramie County Community College

Exporting Students for TM

12

Can create a CM Code to indicate that you requested TM with a blank date.

Can add students by savedlist or as individuals.

slide-13
SLIDE 13

RMUG 2014 Laramie County Community College

  • TMXP exports students for transfer

monitoring.

  • DOEI imports received TM files.

− FAH: Financial Aid History

  • Full financial aid history.

− ALT: Alert Files

  • Alert when something changes on the

student’s financial aid history (disbursement, date ranges, etc.)

Colleague TM

13

slide-14
SLIDE 14

RMUG 2014 Laramie County Community College

Colleague TM

14

slide-15
SLIDE 15

RMUG 2014 Laramie County Community College

  • When DOEI is run, summary report will

show when TMSR and TMWR need to be run. Colleague TM Reports

15

slide-16
SLIDE 16

RMUG 2014 Laramie County Community College

  • TMSR: TM Alert Status Report.

16

slide-17
SLIDE 17

RMUG 2014 Laramie County Community College

  • TMWR: TM Warning and Rejects

Report

17

slide-18
SLIDE 18

RMUG 2014 Laramie County Community College

  • You MUST follow all steps in NSLDS,

SAIG and FAUP to get Colleague TM to work.

  • You MUST export all students via TMXP

for TM.

− If you add students to TM via NSLDS, the

history (FAH) and alert (ALT) files will not import to Colleague.

− Students added on the NSLDS website

must be reviewed at NSLDS

TM Cautions

18

slide-19
SLIDE 19

RMUG 2014 Laramie County Community College

19

Julie Wilson, LCCC jwilson@lccc.wy.edu