session # 24

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

Upload: glynn

Post on 05-Jan-2016

26 views

Category:

Documents


0 download

DESCRIPTION

Session # 24. Cod Hands-on Barbara Davis Wood Mason. What Does a “Pro” Need to Know. Research/Resolve edit code rejects Access reports FAA’s perspective on cash management Create new awards. Research/Resolve Rejects. Why is it important to fix edit code rejects? - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Session # 24

Session # 24

Cod Hands-on

Barbara DavisWood Mason

Page 2: Session # 24

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

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

4

Two Reject Research Methods• Date range batch level rejects

–Edit 97• Searching by specific student

–Student history–Edit 24

Page 5: Session # 24

5

Page 6: Session # 24

6

Page 7: Session # 24

7

Filter For Rejects by Program

Page 8: Session # 24

8

Page 9: Session # 24

9

Page 10: Session # 24

10

COD Student History

Page 11: Session # 24

11

Repeated Rejects

Page 12: Session # 24

12

Let’s Look at the CPS Data

Page 13: Session # 24

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

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

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

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

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

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

19

Funding Information

Page 20: Session # 24

20

Cash Activity

Page 21: Session # 24

21

Gaps Award Activity Report

Page 22: Session # 24

22

Yearly Totals

Page 23: Session # 24

23

Viewing Cash – No Drawdown

Page 24: Session # 24

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

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

26

Page 27: Session # 24

27

Page 28: Session # 24

28

875968775A08001587001

Page 29: Session # 24

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

30

COD CBT Lesson

• Updating and Creating Records–Pages 1-17

Page 31: Session # 24

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

32

Contact Information

We appreciate your feedback and comments. We can be reached at:

[email protected]

[email protected]