Partner Interface Updates
PASFAA – Fall 2014
Pennsylvania State Grant Program/SGDEPP/RTSS
Today’s Agenda Current Interface Users
Troubleshooting
Updates on ‘Updating’ (Single Record) and ‘View’
Updates on ‘Filtering’
New Disbursement Model – HIGH LEVEL OVERVIEW
SGDEPP Year 2 disbursement
RTSS program (coming soon)
FG3S and FG7E Display Updates
Troubleshooting
Ability to ‘Role Swap’ and see what you see
Can step through updates but cannot
commit changes
Improvement to help better serve you
Other troubleshooting tips
If all else fails, email ‘screen shot’ to
[email protected]
‘Control, Alt, Print Screen’; or
Snipping Tool
Updates on ‘Updating/View’
Before
Button
September Version – link floats at end of
student’s name
Link
Updates on ‘Updating/View’ –
Single Student Records
Before
Buttons
September Version
Drop Down
Updates on ‘Updating/View’
Update button
Opened one
window with
sections
Before
Had to select
button again
once section
chosen
Updates on ‘Updating/View’
Drop down
Opens an individual
change window for
selection
If not active (depends
on year and date):
Greyed out; or
Message at top
After
Updates on ‘Filtering’ – Record Level
On Record Status (NOT All Statuses)
Before
As of
9/18/2014
Updated By and When moved here
Updates on ‘Filtering’ – Record Level All Statuses
Before
As of
9/18/2014
Updated By and When moved here
Label now shows “All Statuses” instead of “All Records”
Updates on ‘Filtering’ – Term Level
Before
September 18th Version
No “Any” Button
Select term to narrow results
Otherwise, results are ‘Fall’ OR ‘Spring’ (OR ‘Winter’ if quarter school)
Filters cannot be hidden (collapsed) at this time
Updates on ‘Filtering’ – Term Level
Filters
Before
As of
9/18/2014
New ‘Reject Types’ selection
Updates on ‘Filtering’ – Term Level
Filters
Select ‘Reject Type’ G – Non-Approved Course of Study
No other selections (will select all terms)
Apply Filters – 5 Records
May not be specific to your school
Updates on ‘Filtering’ – Term Level
Filters
Fall selection
equals 2 records
Spring selection
equals 1 records
EXPLANATION
2 records were
reject G at another
school but at my
school for the other
term (and not G)
New Disbursement Model
Model applies to:
State Grant Distance Education Pilot Program
(SGDEPP) - Year 2 and beyond
Ready to Succeed Scholarship (RTSS)
Potential for State Grant to adopt model in future
Student-by-student certification PRIOR to
disbursement of funds is required
Student-by-student refund identification (refund
list or ‘invoice’) is required
New Disbursement Model
Detailed training for SGDEPP and these
functions in Partner Interface will be
forthcoming
Today’s session – high level overview
Non-SGDEPP schools may wish to
participate in this training for insight
Dashboard - New Disbursement
Model
Tabs for each program
Does not appear if your school does not participate
Dashboard - New Disbursement
Model
Detailed Lists for Processing Distance Education
Pilot
Lists for Required Supplemental Reporting
Viewing Disbursement Roster
Refund Lists (forthcoming)
Viewing Refunds (forthcoming)
Dashboard - New Disbursement
Model – Processing Flow
Schools may
continue to
certify
Payment may
have to wait until
the next cycle (if
window missed)
Monthly
Eligibility
(PHEAA)
Nominate –
(School)
Monthly
Certification
– window
opens
(PHEAA)
Monthly
Payment
Window
closes
(PHEAA
Disbursement
Generated
(PHEAA)
Rosters - New Disbursement Model
- SGDEPP
May receive multiple rosters for same term
Available in:
PageCenter
PDF from Interface
Separate Disbursement Certification Transmission
Term roster signed certification pages is no
longer needed due to UPFRONT student by
student cert
Reconciliation will still require signed page
FG3S Updates
Requires Program
Type
“D” for SGDEPP
“G” for State
Grants
FG3S tutorial will
be revised
FG7E – Student Level
Disbursement Display - Updates
Requires
Program Type
“D” for SGDEPP
“G” for State Grants
SGDEPP date in
column format
New Disbursement Model
Questions
Resources
pheaa.org/training
navigation tutorials
(no audio)
pre-recorded
webinars
user guide and print
materials
Resources
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)