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: 5/7/99
Summary: Tip of the Week --- Using the Verification Worksheet
Author: CPS - Central Processing System (CPS)


Posted on May 7, 1999

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

This week's tip highlights a feature in the EDExpress 1999-2000 software:
Using the Verification Worksheet.

The Verification Worksheet Tab helps you to verify or 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 in 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 or go to Record
to select an existing ISIR transaction. Click on the desired 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 if you wish to create a correction record for
the student. The software will ask you to confirm that you want to create the
record --- click "Yes." The record will automatically be 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 800-330-5947, option 2, or via email at
CPS@NCS.COM.

Last Modified: 08/16/1999