1. Stuff You Didn’t Know About Colleague Presenters: Kim Lowery, Senior FA Consultant, DATATEL Karen B. Statler, FA Subject Matter Expert, NC Community College System

2. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/20152 Objectives  Learn useful Colleague procedures that will provide you with short-cuts and more efficient processing  Be able to ask questions on any Colleague topic

3. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/20153 Tip #1 - PCEX  PCEX will become your new BFF!  Use PCEX to assign and/or produce Communications Management documents

4. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/20154 Tip #2 – FAIW  Print ISIR Worksheets using FAIW. Use the worksheets to aid in counseling students and parents.

5. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/20155 Tip #3 – Creating Saved Lists  5 different methods Query Builder SLCR SLC SLED RLPC

6. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/20156 Tip #3 Creating Saved Lists (con’t)  Use SLCR to run query statements in Unibasic or SQL.

7. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/20157 Tip #3 Creating Saved Lists (con’t)  Use SLC to create saved list.

8. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/20158 Tip #3 Creating Saved Lists (con’t)  Use SLED to create a saved list, one PERSON ID at a time.

9. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/20159 Tip #3 Creating Saved Lists (con’t)  Use RLPC to create saved lists based on the rules that already exist in your system.

10. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201510 Tip #4 Triggering e-mails using CMC’s  Immediate Print documents that will produce emails

11. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201511 Tip #4 Creating e-mails using CMC’s (con’t) Create E-Mail document on DOC After entering the SAP appeal code, the e-mail is automatically put into the PCB queue.

12. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201512 Tip #5 SAAL  This process allows you to run the import follow-up steps only once…and include BPUR in the process

13. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201513 Tip #5 SAAL (continued)  How can we incorporate SAAL in to our daily workflow and what are the step? DOEI UFIF ISIM BPUR SAAL- Create ONE savelist IART SBGT SVST CRA-delete CRA-add PCB

14. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201514 Tip #6 IRQ  Use IRQ to view the missing items specific to a year

15. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201515 Tip #7 GCON  Relatively new process that allows us to reconcile ACG  Works much like the PRER report does for Federal Pell Grant  To use this… Request the ACG recon file from COD.gov The message class ‘AGRC08OP’ will arrive in your SAIG mailbox and be viewable UFIF Load ‘AGRC08OP’ using the ICPR process Run GCON

16. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201516 Tip #7 GCON (con’t)  After running ICPR, run GCON “wide open”  Export spreadsheet to EXCEL and calculate

17. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201517 Tip #8 PCB  It is not necessary to run this process multiple time for counting, processing and history.  Why do you count? Are you only going to process some of the letters?  How can you sort the letters by zip code, last name, city, etc.

18. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201518 Tip #8 PCB (con’t) Do you know about these shortcuts?

19. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201519 Tip #8 PCB (con’t) Update HISTORY Here

20. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201520 Tip #9 ELDM  Use ELDM to monitor your 3-day rule and find loans that aren’t fully posted to AR.

21. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201521 Tip #10 Shortcuts  Help menu  Function Help  Print the list and keep it handy!

22. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201522 Tip #11 FATR & AEV  What if you do not have access to FATR?

23. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201523 Tip #11 FATR & AEV (cont’d)

24. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201524 Tip #11 FATR & AEV (cont’d)

25. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina 10/3/201525 Tip #12 Comparing ISIRs  Want to know the differences between two ISIR’s?

26. North Carolina Community Colleges www.nccommunitycolleges.edu Fifty-eight Institutions Creating Success for North Carolina What do you want to know? ??? 10/3/201526