Maintained for Historical Purposes

This resource is being maintained for historical purposes only and is not currently applicable.

Tip of the Week --- Using the Verification Worksheet

PublicationDate: 6/19/98
Summary: Tip of the Week --- Using the Verification Worksheet
Author: CPS - Central Processing System (CPS)

Posted June 19, 1998

TO: All Destination Points
FROM: CPS Customer Service
RE: Tip of the Week --- Using the Verification Worksheet

This week's tip highlighting a specific feature or process in the EDExpress 1998-99
software: Using the Verification Worksheet.

The Verification Worksheet Tab helps you to verify and correct inconsistent or illogical
financial information on ISIRs. From this tab you can also create ISIR corrections based
on the verified information. To use this tab, you must have the student's ISIR loaded in
EDExpress.

To use the Verification Worksheet, select File/Open from the menu bar. Type in the
Student's SSN, or click on the ISIR button to bring up a list of all ISIR records on the
database, and choose the desired record. Click OK to open the record, then click on the
Ver. Wks. tab. A blank worksheet will appear.

Click on the ellipsis (...) button on the tool bar to select an existing ISIR transaction.
Click on the ISIR transaction you wish to verify and then click OK. The ISIR data will
display in the ISIR column on the worksheet. Use the student's tax return or verification
worksheet to enter the information in the Tax/Wrksht column. Any differences between
the ISIR column and the Tax/Wrksht column appear in the Diff column as you move from
field to field. Once all entries have been made, choose File/Save from the menu bar to
save the record.

Click the "Correct..." button to create a correction record for the student. The software
will ask you to confirm you want to create the record --- click "Yes." The record will
automatically be marked "R" (ready for transmission) and will be exported with the next
batch of corrections. Click OK twice to return to the Verification Worksheet screen.
Select File/Close to close the record.

If you have any questions or problems with this process, please contact CPS Customer
Service at 1-800-330-5947, option 8, then option 1, or via e-mail at CPS@NCS.COM.