[ctcLinkfinaidsupport] Fin Aid Training: New Process! NSLDS Transfer Monitoring Using Term-Based UEMs

Kelly Forsberg kforsberg at sbctc.edu
Mon Dec 18 16:07:39 PST 2023


Just a reminder that a New Process Training for NSLDS Transfer Monitoring is offered on Tuesday, 12/19/23.  See you there!  Slide deck attached-

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This calendar invite is for a New Process Financial Aid Training on NSLDS Transfer Monitoring Using Term-Based User Edit Messages (UEMs) which will be held on Tuesday December 19th, 2023, from 9AM - 11:00AM.  This Fin Aid Training Session is a review of a new process that Spokane Falls Community College has piloted for the 2023 AY and has reported that it works beautifully!

Background:
Prior to using UEMs for NSLDS Transfer Monitoring, colleges were using NSLDS Transfer Monitoring checklists to track TSM students and found it challenging to track the history of NSLDS Transfer Monitoring checklist assignment.  Checklists were having to be deleted so they could reassign them again when new or current transfer students needed to be run through the NSLDS Transfer Monitoring process in subsequent terms, thereby deleting all the checklist history.

Solution:
Now, using UEMs, you can track the history of assigned and resolved UEMs, and assign UEMs for Transfer Monitoring per term.

Linked is the new NSLDS Transfer Monitoring Business Process Guide<https://ctclinkreferencecenter.ctclink.us/m/92427/l/1375608-nslds-transfer-monitor-business-process-guide> with the UEM process.

Objectives:

  *   Understand the steps in the Transfer Monitoring/FAH Process:
     *   Assign NSLDS UEMs
     *   Process NSLDS Transfer/FAH Monitoring
     *   Upload/Download File Process
     *   Import Federal Data Files
     *   Process NSLDS Files
     *   Review NSLDS Flagged Students
     *   Run NSLDS Push
     *   Resolve NSLDS UEM
Audience:  Staff responsible for monitoring NSLDS transfer monitoring students
This session will be recorded.  The presentation slide deck will be attached to this invite prior to the session delivery.
SBCTC is committed to providing equal access for individuals with disabilities to its programs and events in accordance with the ADA and 504 of the Rehabilitation Act. Please submit your accommodation request as soon as possible to Kelly Forsberg (kforsberg at sbctc.edu<mailto:kforsberg at sbctc.edu>).

Thank you,

[Compass]Kelly Forsberg
ctcLink Functional Trainer | Financial Aid
Washington State Board for Community and Technical Colleges
o: 360-704-1066
kforsberg at sbctc.edu<mailto:kforsberg at sbctc.edu>

Kelly Forsberg (SBCTC) is inviting you to a scheduled Webex meeting.



Occurs Tuesday, December 19th, 2023 at 9:00 AM to 11:00 AM, (UTC-08:00) Pacific Time (US & Canada)
9:00 AM  |  (UTC-08:00) Pacific Time (US & Canada)  |  2 hrs



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