OLDC Version 3.0OLDC Version 3.0

October 18, 2007October 18, 2007

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How to ConnectHow to Connect(Telephone Conference)(Telephone Conference)

The Deployment Teleconference consists of a The Deployment Teleconference consists of a telephone conference and a Bridgit data telephone conference and a Bridgit data conference to see the presentation on your conference to see the presentation on your desktop monitordesktop monitor

Dial into the teleconference to hear the Dial into the teleconference to hear the presentation at 1-866-541-4630; the ID code is presentation at 1-866-541-4630; the ID code is 828334 followed by the # sign828334 followed by the # sign

If you experience problems connecting with the If you experience problems connecting with the teleconference call (866) 577-0771teleconference call (866) 577-0771

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How to ConnectHow to Connect(Bridgit Conference)(Bridgit Conference)

Double-click on the “Bridgit Conference” icon on your Double-click on the “Bridgit Conference” icon on your desktop or open a web browser and go to desktop or open a web browser and go to http://bridgit.acf.hhs.gov/Bridgit.exehttp://bridgit.acf.hhs.gov/Bridgit.exe

At the top of the page is the Server Name field; key in At the top of the page is the Server Name field; key in “bridgit.acf.hhs.gov” if necessary“bridgit.acf.hhs.gov” if necessary

In the Active Conferences box, click “Deployment In the Active Conferences box, click “Deployment Conference”Conference”

Click “Join” Click “Join”

The hosting computer screen with the “Welcome” The hosting computer screen with the “Welcome” sign is visiblesign is visible

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Table of ContentsTable of Contents

IntroductionIntroductionLook and FeelLook and FeelView Assignments Screen View Assignments Screen Grant Application PackagesGrant Application PackagesFormsFormsNotification and Information MessagesNotification and Information MessagesAssignment Module and Training ScheduleAssignment Module and Training ScheduleOLDC Assignment Delegation TransitionOLDC Assignment Delegation TransitionOLDC Schedule of Release - TentativeOLDC Schedule of Release - TentativeHelpHelp

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IntroductionIntroduction

OLDC version 3.0 is the first step toward OLDC version 3.0 is the first step toward integrating OLDC with the Grants Center integrating OLDC with the Grants Center of Excellence (COE).of Excellence (COE).

Find out more information about COE at Find out more information about COE at http://http://www.grantsolutions.govwww.grantsolutions.gov

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New Look and FeelNew Look and Feel

OLDC screens are modified to present a new Grant systems OLDC screens are modified to present a new Grant systems uniform look. Menu items and functionality remain unchanged.uniform look. Menu items and functionality remain unchanged.

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New Look and FeelNew Look and FeelLogin Information

Agency Branding

New Grants Logo

New color scheme and New color scheme and fontsfonts

New top banner, New top banner, including:including:

New grants logoNew grants logo Login informationLogin information Agency brandingAgency branding

Most screens contain blue Most screens contain blue side barside bar

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View Assignments ScreenView Assignments Screen

Updated for ACF Central Office and Regional Updated for ACF Central Office and Regional Office customers.Office customers.

Selection criteria Selection criteria drop down lists drop down lists are added, are added, allowing users to allowing users to view permissions view permissions by program and by program and grantee.grantee.

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Grant Application PackagesGrant Application PackagesLimited Release: Limited Release: Full grant application packages are available to view in Full grant application packages are available to view in OLDC. Electronic packages are submitted via Grants.gov and transmitted OLDC. Electronic packages are submitted via Grants.gov and transmitted to OLDC.to OLDC.

Customers with appropriate permissions have the new menu item “Grant Customers with appropriate permissions have the new menu item “Grant Application Form” as an option from the OLDC Home page. Application Form” as an option from the OLDC Home page.

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FormsForms

SF-269 DiscretionarySF-269 Discretionary: An ACF program office is in the process of : An ACF program office is in the process of testing the SF-269 discretionary form. testing the SF-269 discretionary form. – More information will be provided as it becomes available.More information will be provided as it becomes available.

ADD-02BADD-02B: Replaces the 269A and ADD-02 forms. The 269A and : Replaces the 269A and ADD-02 forms. The 269A and ADD-02 forms remain available in OLDC so customers may view ADD-02 forms remain available in OLDC so customers may view archived information to reference prior year data.archived information to reference prior year data.

Coming Soon!Coming Soon!

Shortly after the release of OLDC 3.0, the following forms will be Shortly after the release of OLDC 3.0, the following forms will be added to OLDC. added to OLDC. – ACF – 204ACF – 204: Annual report on TANF Programs and State Maintenance-: Annual report on TANF Programs and State Maintenance-

of-Effort Programs. of-Effort Programs. – ACF – 196TRACF – 196TR: TANF Territory Financial Report.: TANF Territory Financial Report.

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Notification MessagesNotification Messages

Unsubmitting previously submitted reportsUnsubmitting previously submitted reports

– E-mail notifications are sent to Grants Office E-mail notifications are sent to Grants Office staff with “notify” rights when previously staff with “notify” rights when previously submitted report forms are unsubmitted.submitted report forms are unsubmitted.

– Grantees receive a pop-up message alerting Grantees receive a pop-up message alerting them that they may not be able to re-submit them that they may not be able to re-submit without contacting ACF for an extension if the without contacting ACF for an extension if the due date has passed. due date has passed.

Assignment DelegationAssignment Delegation

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Assignment DelegationAssignment Delegation

BenefitsBenefits– Fewer screens to navigateFewer screens to navigate

Several screens are combined to lessen time Several screens are combined to lessen time needed to assign permissionsneeded to assign permissions

Navigation tree allows administrator to directly click Navigation tree allows administrator to directly click on a program, grantee, or report in order to add on a program, grantee, or report in order to add permissionspermissions

– Improved visual representations of customer’s Improved visual representations of customer’s permissionspermissions

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Assignment Delegation: Roles and Assignment Delegation: Roles and Assignments ScreenAssignments Screen

The “Edit Current User” list and the “Add New User” function appear side by The “Edit Current User” list and the “Add New User” function appear side by side on the screen. side on the screen. A new “Search Users” box is added just above the “Edit Current Users” list.A new “Search Users” box is added just above the “Edit Current Users” list.– Enables customers to search for an existing user by typing both their last name Enables customers to search for an existing user by typing both their last name

and first name. and first name.

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Assignment Delegation: Roles and Assignment Delegation: Roles and Assignments ScreenAssignments Screen

Action buttons are moved under the “Edit Current User” list and “Add New User” Action buttons are moved under the “Edit Current User” list and “Add New User” function. function.

– Person SearchPerson Search button is now located under the “Add New User” function. button is now located under the “Add New User” function.– Assign Job TypeAssign Job Type, , Customize CapabilitiesCustomize Capabilities, and , and Authorize Job TypeAuthorize Job Type buttons are replaced buttons are replaced

with with Edit AssignmentsEdit Assignments button. button.

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Assignment Delegation: Add Assignment Delegation: Add Federal UsersFederal Users

Federal OLDC Leads with appropriate permissions are now able to Federal OLDC Leads with appropriate permissions are now able to create other federal users without first contacting their GATES PA or create other federal users without first contacting their GATES PA or OLDC technical staff. OLDC technical staff. – It is no longer required for federal staff to have a GATES account before It is no longer required for federal staff to have a GATES account before

using OLDC.using OLDC.

IMPORTANTIMPORTANT Ensure a user does not Ensure a user does not

already exist in the already exist in the system by doing the system by doing the following:following: Search for customer Search for customer

in the “Edit Current in the “Edit Current User” list User” list

Click Click Person SearchPerson Search and search by and search by Name Name or or E-mail E-mail address.address.

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Assignment Delegation: Add Assignment Delegation: Add Federal UsersFederal Users

If the new user already has a record in GATES or in the If the new user already has a record in GATES or in the Payroll system, add them via Person Search.Payroll system, add them via Person Search.– This may be done by a This may be done by a FederalFederal or or ContractContract user with the user with the

necessary permissions.necessary permissions.

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Assignment Delegation: Primary Assignment Delegation: Primary ContactContact

The checkbox The checkbox Primary ContactPrimary Contact is added to the new “Assign is added to the new “Assign Programs” screen. Programs” screen. – If the If the Primary ContactPrimary Contact box is checked, the user’s name and contact box is checked, the user’s name and contact

information displays on the Report Form Status page.information displays on the Report Form Status page.

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Assignment Delegation: Assignment Delegation: Restructured Assignment ScreensRestructured Assignment Screens

The new screens contain an assignment “tree” which The new screens contain an assignment “tree” which easily allows OLDC Leads to directly navigate to the easily allows OLDC Leads to directly navigate to the permissions they want to assign.permissions they want to assign.

Assignment Tree

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Assignment Delegation: Assignment Delegation: Restructured Assignment ScreensRestructured Assignment Screens

““Assign Programs” displays when Assign Programs” displays when Edit AssignmentsEdit Assignments is clicked from the is clicked from the “Roles and Assignments” screen.“Roles and Assignments” screen.– ““Assign Programs” screen combines the “Assign Programs”, “Assign Grantees”, Assign Programs” screen combines the “Assign Programs”, “Assign Grantees”,

and “Assign Job Type” screens.and “Assign Job Type” screens.– Visually lists existing permissions and available assignments.Visually lists existing permissions and available assignments.

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Assignment Delegation: TransitionAssignment Delegation: Transition

A final training schedule will be announced following the A final training schedule will be announced following the release of OLDC version 3.0. Customers continue to use release of OLDC version 3.0. Customers continue to use the existing Assignment Delegation module until their the existing Assignment Delegation module until their training is completed.training is completed.

Class Name Date Time Location

Central Office: Assignment Delegation Module Training

Tuesday, November 6 1:00 – 3:00 PM EST 4E8 Conference Room

Regional Office: Assignment Delegation Module Training (1)

November 13 10:00 AM – 12:00 PM EST Teleconference with Bridgit Data Sharing Conference

Regional Office: Assignment Delegation Module Training (2)

November 13 1:00 – 3:00 PM EST Teleconference with Bridgit Data Sharing Conference

Regional Office: Assignment Delegation Module Training (3)

November 14 11:00 AM – 1:00 PM EST Teleconference with Bridgit Data Sharing Conference

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Assignment Delegation ModuleAssignment Delegation Module

The current Assignment Delegation The current Assignment Delegation module remains available to users with module remains available to users with accessibility requirements. accessibility requirements. – Customers with accessibility concerns should Customers with accessibility concerns should

contact the contact the Custom Application Support Custom Application Support and Training (CAST)and Training (CAST) help desk. help desk.

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OLDC Schedule of ReleaseOLDC Schedule of Release

Training DatabaseTraining Database– Exit OLDC Training on Thursday, October 18, Exit OLDC Training on Thursday, October 18,

at 5 p.m. EDT at 5 p.m. EDT – Start up fresh on Monday, October 22, at 8 Start up fresh on Monday, October 22, at 8

a.m. EDTa.m. EDT

Production DatabaseProduction Database– Exit OLDC Production on Friday, October 19, Exit OLDC Production on Friday, October 19,

at 5 p.m. EDT at 5 p.m. EDT – Start up fresh on Monday, October 22, at 8 Start up fresh on Monday, October 22, at 8

a.m. EDTa.m. EDT

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HelpHelp

The latest edition of the “OLDC Quarterly”, an The latest edition of the “OLDC Quarterly”, an informational newsletter, is available in OLDC informational newsletter, is available in OLDC Help/FAQsHelp/FAQsHelp Sheets are modified to reflect the new Help Sheets are modified to reflect the new changes in OLDC 3.0changes in OLDC 3.0– Help Sheets are located at Help Sheets are located at

https://extranet.acf.hhs.gov/oldcdocs/materials.htmlhttps://extranet.acf.hhs.gov/oldcdocs/materials.html – Updated Help Sheets have the “Last Modified date” Updated Help Sheets have the “Last Modified date”

next to their titlenext to their title

OLDC “E-xperience” e-learning is available on OLDC “E-xperience” e-learning is available on the web at the web at https://extranet.acf.hhs.gov/oldcdocs/index.htmhttps://extranet.acf.hhs.gov/oldcdocs/index.htm

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HelpHelp

OLDC E-xperience (e-learning)OLDC E-xperience (e-learning)Help/FAQ SectionHelp/FAQ Section– Find AnswersFind Answers– Ask a QuestionAsk a Question– Here’s How (Contains OLDC Help Sheets & the Here’s How (Contains OLDC Help Sheets & the

OLDC Quarterly )OLDC Quarterly )

Custom Application Support and Training Custom Application Support and Training (CAST) Help Desk(CAST) Help Desk– 1-866-577-07711-866-577-0771– App_support@acf.hhs.govApp_support@acf.hhs.gov