Day 1 Session
Admin Action Plans Drawdown QPR Reports Grants
Disaster Recovery Grant Reporting System Training for CDBG-DR Users
Release 7111
1
Admin Action Plans Drawdown QPR Reports Grants
Session Rules
bull Ask lots of questions
bull Set all cell phones to silent or vibrate
bull Raise your hand if you are having computer problems or fall behind We are here to help
2
Admin Action Plans Drawdown QPR Reports Grants
Training Objectives
bull Train CDBG-DR grantees on how to use the DRGR system for CDBG-DR reporting
bull Walk through DRGR screens with grantees so they can better understand the basic steps
bull Help prevent common problems with the DRGR system
bull Show grantees how to tell their story to HUD
3
Admin Action Plans Drawdown QPR Reports Grants
Training Schedule
bull DAY 1 ndash Overview of the System
ndash Detailed Review of DRGR modules and processes
ndashAdmin Action Plans and QPR
bull DAY 2 ndash Review of Day 1 Material
ndash Detailed Review of DRGR modules and processes
ndashAdmin Drawdown and Reports
ndash How to tell your DR story in DRGR
ndash Common IssuesTroubleshooting 4
Admin Action Plans Drawdown QPR Reports Grants
The Basics DRGR Modules
Admin
Assign and certifyusers add and track TA and
Monitoring Events
Action Plans
Establish projectsactivities and responsible
organizations
Drawdowns
Obligate fundsfor draws create
approve editvouchers receiptprogram income
QPRs
Summarize drawdowns
expendituresobligations and
achievements for the quarter
Reports
Look at financial reporting and user
account information in an easy-to-read and exportable format
5
Admin Action Plans Drawdown QPR Reports Grants
Telling Your Story
bull DRGR is THE place to tell your story to ndash Your CPD Representative
ndash HUD Headquarters
ndash Your Citizens
ndash The wider public
ndash Organizations and the media who request information on the programrsquos progress
6
Admin Action Plans Drawdown QPR Reports Grants
Getting Started
Grantee Access to DRGR DRGR Roles
Testing out the System DRGR Navigation
77
Admin Action Plans Drawdown QPR Reports Grants
Access to DRGR bull Only grantee users with the lsquoUser Profile
Requestrsquo role will be able to manage other userroles in DRGR
minus Request New DRGR Users
minus Modify Existing DRGR Users
minus Request User Deactivation
Grantee user requests are no longer processed via email to DRGR_Helphudgov Grantee and HUD users must submit
grantee user requests via the DRGR system
8
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee bull Three ldquoBasicrdquo User Roles
ndash Grantee Administrator
ndash Regular Grantee User
ndash View Only
bull Three ldquoAdditionalrdquo Roles ndash Drawdown Roles
bull Drawdown Requester OR
bull Drawdown Approver
ndash Action PlanQPR Roles
bull Submit Action Plan ANDOR
bull Submit QPR
ndash User Profile Request Role 9
Additional Request Draw
Or Drawdown Roles
Approve Draw
Grantee ndash View Only
Regular Grantee User
(Default)
3 Basic Roles Grantee Admin
Additional Action PlanQPR Roles
Additional User Profile Request Role
And Or
Submit QPR
Submit Action Plan
User Profile Request 10
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Session Rules
bull Ask lots of questions
bull Set all cell phones to silent or vibrate
bull Raise your hand if you are having computer problems or fall behind We are here to help
2
Admin Action Plans Drawdown QPR Reports Grants
Training Objectives
bull Train CDBG-DR grantees on how to use the DRGR system for CDBG-DR reporting
bull Walk through DRGR screens with grantees so they can better understand the basic steps
bull Help prevent common problems with the DRGR system
bull Show grantees how to tell their story to HUD
3
Admin Action Plans Drawdown QPR Reports Grants
Training Schedule
bull DAY 1 ndash Overview of the System
ndash Detailed Review of DRGR modules and processes
ndashAdmin Action Plans and QPR
bull DAY 2 ndash Review of Day 1 Material
ndash Detailed Review of DRGR modules and processes
ndashAdmin Drawdown and Reports
ndash How to tell your DR story in DRGR
ndash Common IssuesTroubleshooting 4
Admin Action Plans Drawdown QPR Reports Grants
The Basics DRGR Modules
Admin
Assign and certifyusers add and track TA and
Monitoring Events
Action Plans
Establish projectsactivities and responsible
organizations
Drawdowns
Obligate fundsfor draws create
approve editvouchers receiptprogram income
QPRs
Summarize drawdowns
expendituresobligations and
achievements for the quarter
Reports
Look at financial reporting and user
account information in an easy-to-read and exportable format
5
Admin Action Plans Drawdown QPR Reports Grants
Telling Your Story
bull DRGR is THE place to tell your story to ndash Your CPD Representative
ndash HUD Headquarters
ndash Your Citizens
ndash The wider public
ndash Organizations and the media who request information on the programrsquos progress
6
Admin Action Plans Drawdown QPR Reports Grants
Getting Started
Grantee Access to DRGR DRGR Roles
Testing out the System DRGR Navigation
77
Admin Action Plans Drawdown QPR Reports Grants
Access to DRGR bull Only grantee users with the lsquoUser Profile
Requestrsquo role will be able to manage other userroles in DRGR
minus Request New DRGR Users
minus Modify Existing DRGR Users
minus Request User Deactivation
Grantee user requests are no longer processed via email to DRGR_Helphudgov Grantee and HUD users must submit
grantee user requests via the DRGR system
8
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee bull Three ldquoBasicrdquo User Roles
ndash Grantee Administrator
ndash Regular Grantee User
ndash View Only
bull Three ldquoAdditionalrdquo Roles ndash Drawdown Roles
bull Drawdown Requester OR
bull Drawdown Approver
ndash Action PlanQPR Roles
bull Submit Action Plan ANDOR
bull Submit QPR
ndash User Profile Request Role 9
Additional Request Draw
Or Drawdown Roles
Approve Draw
Grantee ndash View Only
Regular Grantee User
(Default)
3 Basic Roles Grantee Admin
Additional Action PlanQPR Roles
Additional User Profile Request Role
And Or
Submit QPR
Submit Action Plan
User Profile Request 10
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Training Objectives
bull Train CDBG-DR grantees on how to use the DRGR system for CDBG-DR reporting
bull Walk through DRGR screens with grantees so they can better understand the basic steps
bull Help prevent common problems with the DRGR system
bull Show grantees how to tell their story to HUD
3
Admin Action Plans Drawdown QPR Reports Grants
Training Schedule
bull DAY 1 ndash Overview of the System
ndash Detailed Review of DRGR modules and processes
ndashAdmin Action Plans and QPR
bull DAY 2 ndash Review of Day 1 Material
ndash Detailed Review of DRGR modules and processes
ndashAdmin Drawdown and Reports
ndash How to tell your DR story in DRGR
ndash Common IssuesTroubleshooting 4
Admin Action Plans Drawdown QPR Reports Grants
The Basics DRGR Modules
Admin
Assign and certifyusers add and track TA and
Monitoring Events
Action Plans
Establish projectsactivities and responsible
organizations
Drawdowns
Obligate fundsfor draws create
approve editvouchers receiptprogram income
QPRs
Summarize drawdowns
expendituresobligations and
achievements for the quarter
Reports
Look at financial reporting and user
account information in an easy-to-read and exportable format
5
Admin Action Plans Drawdown QPR Reports Grants
Telling Your Story
bull DRGR is THE place to tell your story to ndash Your CPD Representative
ndash HUD Headquarters
ndash Your Citizens
ndash The wider public
ndash Organizations and the media who request information on the programrsquos progress
6
Admin Action Plans Drawdown QPR Reports Grants
Getting Started
Grantee Access to DRGR DRGR Roles
Testing out the System DRGR Navigation
77
Admin Action Plans Drawdown QPR Reports Grants
Access to DRGR bull Only grantee users with the lsquoUser Profile
Requestrsquo role will be able to manage other userroles in DRGR
minus Request New DRGR Users
minus Modify Existing DRGR Users
minus Request User Deactivation
Grantee user requests are no longer processed via email to DRGR_Helphudgov Grantee and HUD users must submit
grantee user requests via the DRGR system
8
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee bull Three ldquoBasicrdquo User Roles
ndash Grantee Administrator
ndash Regular Grantee User
ndash View Only
bull Three ldquoAdditionalrdquo Roles ndash Drawdown Roles
bull Drawdown Requester OR
bull Drawdown Approver
ndash Action PlanQPR Roles
bull Submit Action Plan ANDOR
bull Submit QPR
ndash User Profile Request Role 9
Additional Request Draw
Or Drawdown Roles
Approve Draw
Grantee ndash View Only
Regular Grantee User
(Default)
3 Basic Roles Grantee Admin
Additional Action PlanQPR Roles
Additional User Profile Request Role
And Or
Submit QPR
Submit Action Plan
User Profile Request 10
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Training Schedule
bull DAY 1 ndash Overview of the System
ndash Detailed Review of DRGR modules and processes
ndashAdmin Action Plans and QPR
bull DAY 2 ndash Review of Day 1 Material
ndash Detailed Review of DRGR modules and processes
ndashAdmin Drawdown and Reports
ndash How to tell your DR story in DRGR
ndash Common IssuesTroubleshooting 4
Admin Action Plans Drawdown QPR Reports Grants
The Basics DRGR Modules
Admin
Assign and certifyusers add and track TA and
Monitoring Events
Action Plans
Establish projectsactivities and responsible
organizations
Drawdowns
Obligate fundsfor draws create
approve editvouchers receiptprogram income
QPRs
Summarize drawdowns
expendituresobligations and
achievements for the quarter
Reports
Look at financial reporting and user
account information in an easy-to-read and exportable format
5
Admin Action Plans Drawdown QPR Reports Grants
Telling Your Story
bull DRGR is THE place to tell your story to ndash Your CPD Representative
ndash HUD Headquarters
ndash Your Citizens
ndash The wider public
ndash Organizations and the media who request information on the programrsquos progress
6
Admin Action Plans Drawdown QPR Reports Grants
Getting Started
Grantee Access to DRGR DRGR Roles
Testing out the System DRGR Navigation
77
Admin Action Plans Drawdown QPR Reports Grants
Access to DRGR bull Only grantee users with the lsquoUser Profile
Requestrsquo role will be able to manage other userroles in DRGR
minus Request New DRGR Users
minus Modify Existing DRGR Users
minus Request User Deactivation
Grantee user requests are no longer processed via email to DRGR_Helphudgov Grantee and HUD users must submit
grantee user requests via the DRGR system
8
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee bull Three ldquoBasicrdquo User Roles
ndash Grantee Administrator
ndash Regular Grantee User
ndash View Only
bull Three ldquoAdditionalrdquo Roles ndash Drawdown Roles
bull Drawdown Requester OR
bull Drawdown Approver
ndash Action PlanQPR Roles
bull Submit Action Plan ANDOR
bull Submit QPR
ndash User Profile Request Role 9
Additional Request Draw
Or Drawdown Roles
Approve Draw
Grantee ndash View Only
Regular Grantee User
(Default)
3 Basic Roles Grantee Admin
Additional Action PlanQPR Roles
Additional User Profile Request Role
And Or
Submit QPR
Submit Action Plan
User Profile Request 10
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
The Basics DRGR Modules
Admin
Assign and certifyusers add and track TA and
Monitoring Events
Action Plans
Establish projectsactivities and responsible
organizations
Drawdowns
Obligate fundsfor draws create
approve editvouchers receiptprogram income
QPRs
Summarize drawdowns
expendituresobligations and
achievements for the quarter
Reports
Look at financial reporting and user
account information in an easy-to-read and exportable format
5
Admin Action Plans Drawdown QPR Reports Grants
Telling Your Story
bull DRGR is THE place to tell your story to ndash Your CPD Representative
ndash HUD Headquarters
ndash Your Citizens
ndash The wider public
ndash Organizations and the media who request information on the programrsquos progress
6
Admin Action Plans Drawdown QPR Reports Grants
Getting Started
Grantee Access to DRGR DRGR Roles
Testing out the System DRGR Navigation
77
Admin Action Plans Drawdown QPR Reports Grants
Access to DRGR bull Only grantee users with the lsquoUser Profile
Requestrsquo role will be able to manage other userroles in DRGR
minus Request New DRGR Users
minus Modify Existing DRGR Users
minus Request User Deactivation
Grantee user requests are no longer processed via email to DRGR_Helphudgov Grantee and HUD users must submit
grantee user requests via the DRGR system
8
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee bull Three ldquoBasicrdquo User Roles
ndash Grantee Administrator
ndash Regular Grantee User
ndash View Only
bull Three ldquoAdditionalrdquo Roles ndash Drawdown Roles
bull Drawdown Requester OR
bull Drawdown Approver
ndash Action PlanQPR Roles
bull Submit Action Plan ANDOR
bull Submit QPR
ndash User Profile Request Role 9
Additional Request Draw
Or Drawdown Roles
Approve Draw
Grantee ndash View Only
Regular Grantee User
(Default)
3 Basic Roles Grantee Admin
Additional Action PlanQPR Roles
Additional User Profile Request Role
And Or
Submit QPR
Submit Action Plan
User Profile Request 10
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Telling Your Story
bull DRGR is THE place to tell your story to ndash Your CPD Representative
ndash HUD Headquarters
ndash Your Citizens
ndash The wider public
ndash Organizations and the media who request information on the programrsquos progress
6
Admin Action Plans Drawdown QPR Reports Grants
Getting Started
Grantee Access to DRGR DRGR Roles
Testing out the System DRGR Navigation
77
Admin Action Plans Drawdown QPR Reports Grants
Access to DRGR bull Only grantee users with the lsquoUser Profile
Requestrsquo role will be able to manage other userroles in DRGR
minus Request New DRGR Users
minus Modify Existing DRGR Users
minus Request User Deactivation
Grantee user requests are no longer processed via email to DRGR_Helphudgov Grantee and HUD users must submit
grantee user requests via the DRGR system
8
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee bull Three ldquoBasicrdquo User Roles
ndash Grantee Administrator
ndash Regular Grantee User
ndash View Only
bull Three ldquoAdditionalrdquo Roles ndash Drawdown Roles
bull Drawdown Requester OR
bull Drawdown Approver
ndash Action PlanQPR Roles
bull Submit Action Plan ANDOR
bull Submit QPR
ndash User Profile Request Role 9
Additional Request Draw
Or Drawdown Roles
Approve Draw
Grantee ndash View Only
Regular Grantee User
(Default)
3 Basic Roles Grantee Admin
Additional Action PlanQPR Roles
Additional User Profile Request Role
And Or
Submit QPR
Submit Action Plan
User Profile Request 10
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Getting Started
Grantee Access to DRGR DRGR Roles
Testing out the System DRGR Navigation
77
Admin Action Plans Drawdown QPR Reports Grants
Access to DRGR bull Only grantee users with the lsquoUser Profile
Requestrsquo role will be able to manage other userroles in DRGR
minus Request New DRGR Users
minus Modify Existing DRGR Users
minus Request User Deactivation
Grantee user requests are no longer processed via email to DRGR_Helphudgov Grantee and HUD users must submit
grantee user requests via the DRGR system
8
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee bull Three ldquoBasicrdquo User Roles
ndash Grantee Administrator
ndash Regular Grantee User
ndash View Only
bull Three ldquoAdditionalrdquo Roles ndash Drawdown Roles
bull Drawdown Requester OR
bull Drawdown Approver
ndash Action PlanQPR Roles
bull Submit Action Plan ANDOR
bull Submit QPR
ndash User Profile Request Role 9
Additional Request Draw
Or Drawdown Roles
Approve Draw
Grantee ndash View Only
Regular Grantee User
(Default)
3 Basic Roles Grantee Admin
Additional Action PlanQPR Roles
Additional User Profile Request Role
And Or
Submit QPR
Submit Action Plan
User Profile Request 10
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Access to DRGR bull Only grantee users with the lsquoUser Profile
Requestrsquo role will be able to manage other userroles in DRGR
minus Request New DRGR Users
minus Modify Existing DRGR Users
minus Request User Deactivation
Grantee user requests are no longer processed via email to DRGR_Helphudgov Grantee and HUD users must submit
grantee user requests via the DRGR system
8
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee bull Three ldquoBasicrdquo User Roles
ndash Grantee Administrator
ndash Regular Grantee User
ndash View Only
bull Three ldquoAdditionalrdquo Roles ndash Drawdown Roles
bull Drawdown Requester OR
bull Drawdown Approver
ndash Action PlanQPR Roles
bull Submit Action Plan ANDOR
bull Submit QPR
ndash User Profile Request Role 9
Additional Request Draw
Or Drawdown Roles
Approve Draw
Grantee ndash View Only
Regular Grantee User
(Default)
3 Basic Roles Grantee Admin
Additional Action PlanQPR Roles
Additional User Profile Request Role
And Or
Submit QPR
Submit Action Plan
User Profile Request 10
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee bull Three ldquoBasicrdquo User Roles
ndash Grantee Administrator
ndash Regular Grantee User
ndash View Only
bull Three ldquoAdditionalrdquo Roles ndash Drawdown Roles
bull Drawdown Requester OR
bull Drawdown Approver
ndash Action PlanQPR Roles
bull Submit Action Plan ANDOR
bull Submit QPR
ndash User Profile Request Role 9
Additional Request Draw
Or Drawdown Roles
Approve Draw
Grantee ndash View Only
Regular Grantee User
(Default)
3 Basic Roles Grantee Admin
Additional Action PlanQPR Roles
Additional User Profile Request Role
And Or
Submit QPR
Submit Action Plan
User Profile Request 10
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Additional Request Draw
Or Drawdown Roles
Approve Draw
Grantee ndash View Only
Regular Grantee User
(Default)
3 Basic Roles Grantee Admin
Additional Action PlanQPR Roles
Additional User Profile Request Role
And Or
Submit QPR
Submit Action Plan
User Profile Request 10
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles Grantee
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Regular Grantee Grantee Admin View Only Request Draw Approve Draw Submit Action
Plan Submit QPR
User Profile
Request
Certify Regular Grantee
Users X
Assign Users to Grants X
View Action Plans X X X X X X X X
Edit Action Plans X X X X X X X
Submit Action Plans X
View QPRs X X X X X X X X
Edit QPRs X X X X X X X
Submit QPRs X
Request New DRGR Users X
Modify Existing DRGR Users X
Request User Deactivation X
Update Obligations X X
Create Draws X
Approve Draws X
View Receipts X X X X X X X X
CreateEdit Receipts X X
View Program Income
Accounts X X X X X X X X
CreateEdit Program
Income Accounts X X
Block Activities from Draws X
View Microstrategy Reports X X X X X X X X
Admin Action Plans QPR Reports Grants Drawdown
DRGR Roles Grantee
Grantee users can be associated with multiple grantees with different roles for each
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles Grantee bull DRGR Users can be associated with multiple grants
bull For each grantee account a user has access to they may have unique DRGR roles
bull Each Grantee Account must be
ndash Granted access by HUD per account (same process described on Slide 8)
ndash Assigned to individual grants by each grantee admin user and
ndash (Re) certified by each grantee admin (for regular grantee or view only user accounts) or HUD Rep (for grantee admin accounts)
1
2
One User Two grantees with
different roles for each
12
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
From the Admin Tab select bull Request New User or bull Manage Existing Users
Admin Action Plans Drawdown QPR Reports Grants
13
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Click ldquoYesrdquo if the New User has an existing USER ID otherwise ClickldquoNordquo
Admin Action Plans Drawdown QPR Reports Grants
14
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Enter information for New User
Select User Roles
15
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
After clicking ldquoSubmitrdquo the request issubmitted to your HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
16
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
To Manage Existing Users enter User ID or Name then click ldquoSearchrdquo
ldquoUsernamerdquo = ldquoUser IDrdquo
Select user then click Request ldquoEditrdquoor ldquoDeactivationrdquo
17
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Edit User Screen ndash Update Information
AddModify Roles
Submit edits to HUD Rep forApproval
18
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Deactivate User Screen
Submit request to HUD Rep for Approval
Admin Action Plans Drawdown QPR Reports Grants
19
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
Basic Roles are bull Regular HUD User bull HUD ndash View Only bull HUD ndash HQ Admin bull HUD ndash HQ Superuser
Additional Roles bull HUD ndash Approve Draw bull CPD Rep Assigned to a Grant bull CPD Field Manager (for User Certification)
20
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Basic Roles Additional Roles
Regular HUD User HUD ndash View Only HUD Field Manager HUD Contact Assigned to Grant
HUD Approve Draw
Certify Grantee Admin Users X X
Certify HUD Field Office Users X
View Action Plans X X X X X
Review Action Plans X X X X
SearchView Vouchers X X X X X
Approve Vouchers over Threshold X
Block Activities from Drawdowns X
View Receipts X X X X X
View Program Income Accounts X X X X X
View QPRs X X X X X
Approve QPRs
View Microstrategy Reports
X
X
X X X
X X X X
Admin Action Plans Drawdown QPR Reports Grants
DRGR Roles HUD
21
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Multiple User Profiles HUD Staff bull HUD users may be associated with multiple field offices
bull Each FO account must gain access per account
bull New user request processed via the Reprsquos Supervisor who submits a request via the CHAMP System at httpuseraccesshudgov
bull Grant(s) assignment request processed via the Reprsquos Supervisor who sends the grant number(s) to DRGR_Helphudgov
bull HUD account edits processed via the Reprsquos Supervisor who sends the request to DRGR_Helphudgov
22
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
Grantee Administrators are responsible for
bull Assigning Users to a Grant
ndash When to Use It New User Remove a User New Grant
bull (Re)Certifying Grantees
ndash Every six months
bull Drawdown module functionality
ndash Optional Block draws from being processed internally in the Action Plan (activity level)
23
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges
bull Assigning Users to a Grant
24
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Assigning Users to a Grant
2 Helpful Reports
bull Admin Rept04a USERS - Grantee DRGR Users Account Status
bull Admin Rept04b USERS - Grantee DRGR Users with System Role and Certification Status
25
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Grantee Administrator Privileges bull (Re)certifying Users
26
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
27 Grantee User Sys Admin
Certify Grantee Contact in DRGR
HUD DRGR User CPD Rep
Certify Other HUD Field Staff users in DRGR
HUD DRGR User CPD Field Manager
Assign CPD Managers to Field Office in DRGR
HUD HQ DRGR Super User
CPD rep will certify the identity of the
authorized grantee contact amp the grantee
contact will be contacted by email to
certify their DRGR grantee system administrators
Certify Other Grantee Users in DRGR
HUD FO Managers can certify grantee admins
if CPD Reps are unavailable
Admin Action Plans Drawdown QPR Reports Grants
Hierarchy of User Certification
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Troubleshooting System Roles in DRGR (Admin Rept04b)
28
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Access
bull Only Grantee Admin users can authorize restricted access to Subordinate Grantees
bull Subordinate Grantees can only access activities where they are primary responsible organization
bull Subordinate grantees MUST have an existing DRGR user profile
29
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Roles
bull Allowable roles for Subordinate Grantees
ndash Edit Action Plan activity
ndash Submit Voucher request
ndash Submit QPR activity data
30
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Based on the Subordinate Granteersquos role the following actions are allowable
ndash Edit Activity profiles in the Action Plan
ndash Edit Activity profiles in QPR
ndash CreateModify Receipts
ndash Create Vouchers
ndash Revise Vouchers 31
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Actions
bull Subordinate Grantees cannot
ndash Modify Estimated PI
ndash Update Obligations
ndash Create PI Accounts
ndash Approve Vouchers
ndash Submit Action Plan
ndash Submit QPR 32
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
33
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Associate Sub Grantee to Activity
34
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
35
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Assign Subordinate Grantee Roles
36
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
Subordinate Grantee Log-In Screen
37
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Admin Action Plans Drawdown QPR Reports Grants
CPD Plans and System Links
38
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39
Review
Getting Started Review
bull DRGR Roles
bull Getting Access
bull Grantee Administrator
ndash Must assign users to grants
ndash Must re-certify users every six months
bull Subordinate Grantees
bull Links to Other CPD Systems and Plans
39