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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 - PowerPoint PPT Presentation
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National Oceanic and Atmospheric Administration
User Group Presentation – User Interface Updates
July 6, 2006
Page 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
Page 3
New Advisory Screen
Page 4
Dropdown box on Tabs (Live Demo)
Page 5
New Site Preferences (Live Demo)
Page 6
New Task Preference Functionality (Live Demo)
Page 7
Bread Crumb Trail (Live Demo)
Page 8
Bread Crumb Trail cont.
Page 9
Workflow History Link (Live Demo)
Page 10
Workflow History Link cont.
Page 11
Export to Excel Option (Live Demo)
Page 12
Other Excel Exports on Launch Pages
Page 13
Attachment Link (Live Demo)
Page 14
Attachment Link cont.
Page 15
Attachment - Download All Feature (Zip file)
Page 16
Grants File Dropdown
Page 17
Actions now on Grants File Dropdown
Page 18
Award File Dropdown
Page 19
New PO Checklist Question – HSPD-12
Page 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:
1. The PO Checklist for the original Award states that the Award supports research
2. The Recipient Organization associated with the Award is an applicant type which is authorized for Expanded Authority (See next slide.)
3. 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)
Page 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
Page 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 CBS3. CAMS 2nd Approver --> 2nd approval in CBS* 4. CAMS 1st Approver --> ASAP Authorization* 5. Finance Office --> ASAP Certification6. Recipient --> Accept Award
Electronic-no, ASAP-yes:1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS3. 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 CBS3. CAMS 2nd Approver --> 2nd approval in CBS4. Recipient --> Accept Award
Electronic-no, ASAP-no:1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS3. 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.
Page 23
Award Workflow – Post GO Signature (Flowchart)
FPO
Notification
GOSD Funded? CBS 1st Approval
CBS 2nd Approval
ASAP? ASAP Authorization
ASAP CertificationElectronic?Grantee
Yes
No
Yes
No
Yes
No
Page 24
Application with Valid Signature
Page 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.
Page 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
Page 27
Award Tracking Report - New “Type of Action” Column
Page 28
Additional Resources
Go to the Grants Online PMO Website at www.ofa.noaa.gov/~grantsonline to Access:
Grants Online Training/Support Resources
Frequently Asked Questions
