Session 19

Navigating the COD Web Site

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 Check for
system updates

http://cod.ed.gov
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Person Services
replaces Report

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For Direct Loans can
search for p-notes and
credit checks

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View All Awards

Person
information
for all award
types

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PersonPerson has Direct Loan award
has Pell award

Displays all
awards by
program

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Shows total eligibility used based
To view
on Scheduled award detail click on Award
amount
Amount Approved

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Click disbursements
Shows total
amount
disbursed on
this award

Indicates if a Pell over

award has been referred to
Debt Collection Service 8
To view detail click 1

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To view history
click

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 Viewcredit
promissory
check notes for person
View for PLUS borrowers

Shows all Direct Loan

awards for any school
To view detail click on Award ID

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Click disbursements Shows total
amount
disbursed on
this award

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To view detail click 1
Shows all disbursements
are funded (actual)

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Indicates most current
sequence number

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Shows current contacts
Shows summary financial
information

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Shows substantiated
disbursements and
net drawdowns Shows how much the
last ACA was and
when it was paid.

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 Allows
printing of all
Shows total drawdowns cash activity
and unsubstantiated
amount greater than 30
days

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Shows total award and
disbursement amounts by
program and award year

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 Search for all batches
by date range and/or
batch type
Search by specific
batch id
Search for all batches
for a person by SSN
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Date Range Search

For more detail click on

Batch ID

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 Shows summary
information for the batch

Shows status of all records in a

batch, to view reject reasons, click
Rejected

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Can print 1000 records
at a time
Printing all records
in a batch

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To get to reports click

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To get to Direct Loan
Servicing

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 Creating Person, Award and
Disbursement
ƒ Use the COD web site to create a person, award
and disbursement immediately
ƒ Add an additional award for an existing person
ƒ Add additional disbursements for existing awards

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To create a person fill in
all required information
and click Create Award

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 Choose award type:
Pell, DL Sub, Unsub, or
PLUS

To create new
disbursement
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Complete all required
information and click submit

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Person is created with To create new Direct
Pell award Loan award

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 Need to create 21
character award ID
Last three digits of
award ID

Choose who prints

disclosure statement
and p-note

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If actual disbursement choose
True

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Person now has Pell
and Direct Loan awards

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 Processing Pended
Disbursements
ƒ Pended disbursements can be processed on the
web
ƒ Process a single disbursement through the
Disbursement Detail page
ƒ Process multiple disbursements through the
Action Queue

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Check box(es) of disbursements to change
Disbursement Release Indicator from False to
True
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Shows which disbursements were
processed

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 Select award year, date
To process disbursements for
range of
multiple students use the Action
Queue disbursements, and
pending status

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Choose disbursements to
process

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 Working Rejects

ƒ See the reason why a record rejects

ƒ Schools can choose to correct the rejects for
those records on the web

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View why Records rejected,
to correct click View Record

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 Shows all rejects for a record

Make all corrections including

disbursement rejects

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Make all corrections and click submit

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 School Summary Financial

ƒ Direct Loan screen will change to be more like the

School Account Statement (SAS)
ƒ Pell screen will remain the same, but calculations
, will be corrected

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 Batch Search Results

ƒ More detail will be added to the result screen

¾ Record type
• Pell only
• Direct Loan only
• Campus Based only
• Common – a combination of two or all three types
¾ Document Type
• Response
• System generated documents
– Pell system generated negative
– Direct Loan promissory note acknowledgements
¾ Date Received and Date Response Sent are separated

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New Batch Search by SSN

Date Received and Date

New fields to let users
Response Sent know what
separated
type of batch and what is in it.

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 Batch Detail View

ƒ Separating School Reported data from Batch Statistics

ƒ Adding award type
¾ PEL (Pell award)
¾ DLS (sub loan)
¾ DLU (unsub loan)
¾ DLP (PLUS loan)
ƒ Displaying all characters for award id including leading
zeros
ƒ Phase-In participants will not have a summary view

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 Batch Detail View
New Fields added to summary
ƒ Award amount rejected
ƒ Total # of duplicate awards
ƒ Amount of duplicate awards
ƒ Total # of award accepted with
warnings
ƒ Award amount of award
accepted with warnings
ƒ Total # of disbursements
accepted
ƒ Disbursement amount accepted
ƒ Total # of disbursements
rejected
ƒ Disbursement amount rejected
ƒ Total # of disbursements
accepted with corrections
ƒ Disbursement amount accepted
with corrections
ƒ Total # of duplicate
disbursements
ƒ Amount of duplicate
disbursements
ƒ Total # of disbursements
accepted with warnings
ƒ Amount of disbursements
accepted with warnings
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Shows award type

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 View Records

ƒ Flow of screens will be slightly different

ƒ View all data submitted on a record
ƒ View response data sent by COD system
ƒ System generated documents will only display the
information submitted in the document

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System Generated
response detail

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 Shows all information
provided by school when
viewing an accepted record

To view response sent

to school click View
Response

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 First page if record is
rejected or accepted with
warnings
Choose to view incoming record,
response sent to school, or update
record

View Record View Response Update Record

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Response for a DL PLUS
origination (shows added
MPN and Credit Decision
status)

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 MPN Search

ƒ Search for ALL promissory notes for a single SSN

ƒ No longer need 21 character MPN ID to find p-
notes completed for another institution
ƒ Added status of p-note to search results page

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SSN Name MPN ID DOB MPN/LINK STATUS
123456789 Doe, John 123456789M03G12345002 04/15/1972 Accepted/Linked
123456789 Doe, John 123456789M04G12345003 04/15/1972 Closed/Linked
123456789 Doe, John 123456789M04G12345001 04/15/1972 Inactive/Unlinked
123456789 Doe, John 123456789M04G12345004 04/15/1972 Accepted/Unlinked

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 Required Anticipated
Disbursements for Direct Loan
ƒ When creating an award online, you will need to
include all anticipated or actual disbursements for
an award
ƒ Web site will allow the creation of multiple
disbursements before submitted record
ƒ New Disbursement List page
ƒ Can update/delete a disbursement before
submitting record

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Can correct or delete a
disbursement before
submission

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 View Applicant data

ƒ New function to search for applicant data

ƒ View multiple transaction data for a student for
multiple years
ƒ Data comes from CPS

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Search

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If person exists on COD,
SSN will go to Person Detail

Shows if
transaction is
Pell eligible

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View detail for specific
transaction

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 Choosing Preferences

ƒ Select which award year and program to use

throughout navigation of web site under School
tab
ƒ Can select preference on the School search page
or under the School Summary Information page
ƒ Can still change view of data per page, and
preference will remain for next page
ƒ If there is no information found for the preference
selected, then the page will display the default
(Pell for most current award year)

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Allows users to choose which Program and
award year to view while in the School
section. Choose when searching or…
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Choose on School Summary Financial

Can still view other programs

and award years on each
page

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 Award Information Page

ƒ Adding an award year filter on the award

information page
ƒ Adding total disbursed amount to the award
information page

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Separated Filter by Award
by award Year
year visually Shows total
disbursed amount

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 Add GAPS Debit Date

ƒ Adding date that GAPS sends money to school on

the Cash Activity Screen

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 School Report Options

ƒ Adding Pell reports to the options page

ƒ Allowing schools to change
¾ Format
¾ Sort Options
¾ Frequency – including do not distribute

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Sort

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 How Do I Obtain Access to the
COD Web Site?
ƒ Submit a Security Administrator Request Letter on school
or corporate letterhead:
¾ Security Administrator is responsible for setting up additional users
at your institution.
¾ Reporting/Attending school relationships in COD will automatically
allow access to other school codes.

ƒ Refer to announcements on IFAP for detailed instructions

and mailing address:

¾ 3/18/03 - Updated: COD web site Access for Schools

¾ 3/18/03 - COD web site Access for Vendors/3rd Party Servicers

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 How Do I Navigate on the COD
Web Site?
ƒ COD Computer Based Training (CBT)
¾ Updated to include new system functionality that has
been added from January 2003-July 2003

¾ Available on IFAP(www.IFAP.ed.gov) to download

¾ Available in the PC Lab as a CD Rom

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 Other COD Sessions

ƒ Session 17: COD 101 - The Big Picture

ƒ Session 18: COD Open Forum

ƒ Session 20: COD - What’s New for Direct Loan

Processing in 2004-2005

ƒ Session 21: COD - What’s New for Pell

Processing in 2004-2005

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