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User Group Presentation – User Interface Updates July 6, 2006

User Group Presentation – User Interface Updates July 6, 2006. Overview – User Interface Updates. New Look for Advisories Dropdowns on tabs New Site Preference and Task Preference Features Bread Crumb Trail Workflow History Additional Extracts to Excel Attachment Download

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User Group Presentation – User Interface Updates July 6, 2006

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  1. User Group Presentation – User Interface UpdatesJuly 6, 2006

  2. Overview – User Interface Updates • New Look for Advisories • Dropdowns on tabs • New Site Preference and Task Preference Features • Bread Crumb Trail • Workflow History • Additional Extracts to Excel • Attachment Download • Grant File and Award File Dropdown options • Revised PO Checklist • Three Requirements to Enable Expanded Authority • ASAP Workflow • Applications with Invalid Signature • Award Tracking Updates

  3. New Advisory Screen

  4. Dropdown box on Tabs (Live Demo)

  5. New Site Preferences (Live Demo)

  6. New Task Preference Functionality (Live Demo)

  7. Bread Crumb Trail (Live Demo)

  8. Bread Crumb Trail cont.

  9. Workflow History Link (Live Demo)

  10. Workflow History Link cont.

  11. Export to Excel Option (Live Demo)

  12. Other Excel Exports on Launch Pages

  13. Attachment Link (Live Demo)

  14. Attachment Link cont.

  15. Attachment - Download All Feature (Zip file)

  16. Grants File Dropdown

  17. Actions now on Grants File Dropdown

  18. Award File Dropdown

  19. New PO Checklist Question – HSPD-12

  20. Three Requirements to Enable Expanded Authorities Link The Grants Online System will enable the Expanded Authorities link for a Grantee on a particular award when ALL of the following three conditions have been met: • The PO Checklist for the original Award states that the Award supports research • The Recipient Organization associated with the Award is an applicant type which is authorized for Expanded Authority (See next slide.) • The Recipient Organization has not been identified in the system as a high risk organization NOTE: To check the Organization’s Grants Online profile, click on the Org_ID number on the Award Search results. (Demo)

  21. Applicant Types Eligible for Expanded Authority • Independent School District • Public/State Controlled Institution of Higher Education • Nonprofit with 501C3 IRS Status (Other than Institution of Higher Education) • Nonprofit without 501C3 IRS Status (Other than Institution of Higher Education) • Private Institution of Higher Education • Individual • For-Profit Organization (Other than Small Business) • Small Business • Hispanic-serving Institution • Historically Black Colleges and Universities (HBCUs) • Tribally Controlled Colleges and Universities (TCCUs) • Alaska Native and Native Hawaiian Serving Institutions • Non-domestic (non-US) Entity

  22. Award Workflow - Post Grants Officer Signature (Funded Actions) Electronic -yes, ASAP-yes: 1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS 3. CAMS 2nd Approver --> 2nd approval in CBS * 4. CAMS 1st Approver --> ASAP Authorization * 5. Finance Office --> ASAP Certification 6. Recipient --> Accept Award Electronic-no, ASAP-yes: 1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS 3. CAMS 2nd Approver --> 2nd approval in CBS * 4. CAMS 1st Approver --> ASAP Authorization * 5. Finance Office --> ASAP Certification * 6. CAMS 1st Approver --> Mail Award Electronic-yes, ASAP-no: 1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS 3. CAMS 2nd Approver --> 2nd approval in CBS 4. Recipient --> Accept Award Electronic-no, ASAP-no: 1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS 3. CAMS 2nd Approver --> 2nd approval in CBS * 4. CAMS 1st Approver --> Mail Award NOTE: Non-Electronic Recipients will return a signed paper copy of the award document to GMD. GMD will then enter the counter-signed date into Grants Online.

  23. Award Workflow – Post GO Signature (Flowchart) Yes Yes ASAP Authorization CBS 1st Approval CBS 2nd Approval ASAP? GOSD Funded? No No FPO Notification Yes Grantee ASAP Certification Electronic? No Mail

  24. Application with Valid Signature

  25. Award Tracking Report Updates • Non-Amendment Actions • Amendment Number will have “NAA” • Only Non-Amendment Actions that have workflow are shown • Funded Actions • Any action that has an application will have a Federal-Share (sometimes $0). • Uses application amount if approved amount not available. • Missing Actions Restored • Very long Project Descriptions caused disruption of output resulting in about 40 missing actions.

  26. Award Tracking Report Updates cont. • Type of Action • New Column • Possible values: • AAR - Amendment: AAR type (e.g. Change in Scope) • AAR - Non-Amendment: AAR type (e.g. Equipment Purchase) • Administrative Amendment • Application • Application - Amendment • Application - Initial Processing • Application - New Award • Partial Funding • New Award Tracking Report Template • The New Award Tracking Report Template has been uploaded onto the Grants Online PMO Training website

  27. Award Tracking Report - New “Type of Action” Column

  28. Additional Resources • Go to the Grants Online PMO Website at www.ofa.noaa.gov/~grantsonlineto Access: • Grants Online Training/Support Resources • Frequently Asked Questions • GrantsOnline.QandA@NOAA.gov

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