MIP PALT Tool Training

1. MIP PALT Tool Training WebEx Training (2 hours) Introduction to the PALT Tool Monday 4/17/2006 & Tuesday 4/18/2006 Updated Wednesday 1/2/2008

2. Outline • Overview of the MIP PALT Tool • Workflow Process • Access to the Tool • User Experiences – Regional PALT User • Exercises • PALT Reports • Feedback & Change Control Process

3. Overview of the MIP PALT Tool

4. Use the filter to refine the data in view Manually scroll through the list of counties Overview of the MIP PALT Tool Click on the task name to perform task

5. Workflow Process • FEMA HQ sets the Regional budget in MIP Sequencing Tool • MIP Sequencing Tool populated by Region • Regional PALT User Tasks • Define County Mapping Activities • Modify/Group Selected Activities • Schedule & Record Commitment of Funds

6. Exercise 1 Exercise 2 Workflow Process • FEMA HQ sets the Regional budget • MIP Sequencing Tool populated by Region • Regional PALT User Tasks • Define County Mapping Activities • Modify/Group Selected Activities • Schedule & Record Commitment of Funds Exercise 3

7. Accessing Tools • A role is assigned for each user • Regional PALT User • FEMA HQ staff in Washington, DC* • MOD Team staff in Alexandria, VA* • Username – testing • mvieirapalt = Regional PALT User for R4 • Navigating within site to access tools * user views reports only

8. Accessing Tools url – website address MIP O (test) http://170.224.42.142/omportal/wps/portal/ MIP http://hazards.fema.gov

9. Accessing Tools First Click on “Log in”

10. Accessing Tools Enter User Name Enter Password

11. Accessing Tools First Click on “Tools & Links”

12. Accessing Tools Next Click on “Sequencing & PALT”

13. Accessing Tools Next Click on “PALT Tracking Tool”

14. User ExperienceRegional PALT User • Regional PALT User Tasks • Define County Mapping Activities • Modify/Group Selected Activities • Schedule & Record Commitment of Funds

15. Overview of the MIP PALT Tool Click on the task name to perform task

16. Exercise 1 User ExperienceRegional PALT User • Regional PALT User Tasks • Define County Mapping Activities • Modify/Group Selected Activities • Schedule & Record Commitment of Funds

17. Exercise 1 Define County Mapping Activities Click county name to edit a project These Total Planned Cost values are constantly pulled from the Last Approved FEMA Funds values in the Sequencing Tool. This is the only place in the PALT Tool where the data is linked to the Sequencing Tool (see next slide).

18. Define County Mapping Activities-Data from the Sequencing Tool On the “KPI 1, KPI 2 & FEMA Funds” tab of the Sequencing Tool, the funding value for a given fiscal year - representing FEMA Funding - is the input to the Total Planned Cost for counties and Special Projects on the County Mapping Activities screen of the PALT Tool (see previous slide). If changes are needed to the Total Planned Costs values that appear on the County Mapping Activities screen of the PALT Tool, the change will need to be made in the Sequencing Tool for the specified FY. Note that changes to the Sequencing data only push through to the PALT Tool once those changes have been approved. Sequencing changes made by a MOD RMC Sequencing Lead must be approved by a FEMA Regional Sequencing Lead. Sequencing changes made by any other Sequencing user are automatically approved.

19. Click “Continue” to modify, add, or delete an activity Exercise 1 Summary Click “Cancel” to select a new county and not save changes

20. Edit Data Exercise 1 Both sections will be examined more closely. A B

21. Click “Add Activity” to complete additions A – Add Activity Exercise 1 Enter in required information (Planned Cost, Activity, and Mapping Partner) to add an activity.

22. A – Add Activity Exercise 1 New activity has been added

23. B – Modify or Delete Activities Exercise 1 Click “Modify” or “Delete” to modify or delete activities

24. Click “Modify” to change the activity B – Modify Activities Exercise 1

25. Modify the activity and click “Add Activity” to complete changes B – Modify Activities Exercise 1

26. Modified activity is updated. B – Modify Activities Exercise 1

27. B – Delete Activities Exercise 1 Click “Delete” to Delete Activity

28. B – Delete Activities Exercise 1 Activity was deleted.

29. Click “Continue” to review changes B – Modify Activities Exercise 1

30. Review Exercise 1 Click “Continue” to finish making changes

31. Confirm Changes Exercise 1 Click “Complete” to complete the task and save changes

32. Exercise 2 User ExperienceRegional PALT User • Regional PALT User Tasks • Define County Mapping Activities • Modify/Group Selected Activities • Schedule & Record Commitment of Funds

33. Modify/Group Selected Activities Exercise 2 Click “Activity Groupings”

34. Click “Search” Select Mapping Partner Exercise 2 Select Mapping Partner

35. Select Mapping Partner Click “Modify Selected Activity Groupings” Select Activity Grouping Exercise 2 In this tab, the sum of the Planned Costs associated with each Group ID is the Total Planned Cost for that Group ID. Note that this “Total Planned Cost” is the sum of user entered data values from within the PALT Tool, and is NOT the Total Planned Cost from the “County Mapping Activities” tab, which comes from the Sequencing Tool.

36. Click “Continue” Summary of Selection Exercise 2

37. Click “Regroup” Create New Group Exercise 2 Click Check Box

38. New Group Exercise 2 Create New Group “new” Activity Group ID will be generated by the system

39. 1- Click Move From Box 2- Click Move To Box 3- Click “Regroup” Exercise 2 Move To/Move From

40. Now only one group Exercise 2 Move To/Move From Click “Continue” to Review

41. Exercise 2 Review Click “Continue” to finish making changes

42. Click “Complete” to finish task Exercise 2 Review

43. User ExperienceRegional PALT User • Regional PALT User Tasks • Define County Mapping Activities • Modify/Group Selected Activities • Schedule & Record Commitment of Funds Exercise 3

44. Exercise 3 Schedule & Record Commitment of Funds Click “Schedule & Record Committed Funds”

45. Click “Schedule & Record Committed Funds” Exercise 3 Select Mapping Partner In this tab, the sum of the Planned Costs associated with each Group ID is the Total Planned Cost for that Group ID. Note that this “Total Planned Cost” is the sum of user entered data values from within the PALT Tool, and is NOT the Total Planned Cost from the “County Mapping Activities” tab, which comes from the Sequencing Tool. Select Mapping Partner

46. Exercise 3 Summary This page will be displayed once a partner is selected. Each section (A-C) will be examined more closely. A B C Click “Continue” to edit data.

47. Exercise 3 A - Information This section is for informational purposes only and cannot be edited.

48. Exercise 3 B – Scheduled Due Dates In this section, the scheduled due dates are inserted or edited.

49. Exercise 3 C – Actual Due Dates In this section, the actual due dates and actual obligated funds ($) are inserted or edited.

50. Exercise 3 Review Click “Continue” to review the changes.