User Group Presentation – User Interface Updates July 6, 2006

National Oceanic and Atmospheric Administration

User Group Presentation – User Interface Updates

July 6, 2006

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Overview – User Interface Updates

New Look for Advisories

Dropdowns on tabs

New Site Preference and Task Preference Features

Bread Crumb Trail

Workflow History

Additional Extracts to Excel

Attachment Download

Grant File and Award File Dropdown options

Revised PO Checklist

Three Requirements to Enable Expanded Authority

ASAP Workflow

Applications with Invalid Signature

Award Tracking Updates

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New Advisory Screen

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Dropdown box on Tabs (Live Demo)

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New Site Preferences (Live Demo)

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New Task Preference Functionality (Live Demo)

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Bread Crumb Trail (Live Demo)

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Bread Crumb Trail cont.

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Workflow History Link (Live Demo)

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Workflow History Link cont.

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Export to Excel Option (Live Demo)

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Other Excel Exports on Launch Pages

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Attachment Link (Live Demo)

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Attachment Link cont.

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Attachment - Download All Feature (Zip file)

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Grants File Dropdown

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Actions now on Grants File Dropdown

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Award File Dropdown

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New PO Checklist Question – HSPD-12

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Three Requirements to Enable Expanded Authorities Link

The Grants Online System will enable the Expanded Authorities link for a Grantee on a particular award when ALL of the following three conditions have been met:

1. The PO Checklist for the original Award states that the Award supports research

2. The Recipient Organization associated with the Award is an applicant type which is authorized for Expanded Authority (See next slide.)

3. The Recipient Organization has not been identified in the system as a high risk organization

NOTE: To check the Organization’s Grants Online profile, click on the Org_ID number on the Award Search results. (Demo)

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Applicant Types Eligible for Expanded Authority

Independent School District

Public/State Controlled Institution of Higher Education

Nonprofit with 501C3 IRS Status (Other than Institution of Higher Education)

Nonprofit without 501C3 IRS Status (Other than Institution of Higher Education)

Private Institution of Higher Education

Individual

For-Profit Organization (Other than Small Business)

Small Business

Hispanic-serving Institution

Historically Black Colleges and Universities (HBCUs)

Tribally Controlled Colleges and Universities (TCCUs)

Alaska Native and Native Hawaiian Serving Institutions

Non-domestic (non-US) Entity

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Award Workflow - Post Grants Officer Signature (Funded Actions)

Electronic -yes, ASAP-yes:1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS3. CAMS 2nd Approver --> 2nd approval in CBS* 4. CAMS 1st Approver --> ASAP Authorization* 5. Finance Office --> ASAP Certification6. Recipient --> Accept Award

Electronic-no, ASAP-yes:1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS3. CAMS 2nd Approver --> 2nd approval in CBS* 4. CAMS 1st Approver --> ASAP Authorization* 5. Finance Office --> ASAP Certification* 6. CAMS 1st Approver --> Mail Award

Electronic-yes, ASAP-no:1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS3. CAMS 2nd Approver --> 2nd approval in CBS4. Recipient --> Accept Award

Electronic-no, ASAP-no:1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS3. CAMS 2nd Approver --> 2nd approval in CBS* 4. CAMS 1st Approver --> Mail Award

NOTE: Non-Electronic Recipients will return a signed paper copy of the award document to GMD. GMD will then enter the counter-signed date into Grants Online.

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Award Workflow – Post GO Signature (Flowchart)

FPO

Notification

GOSD Funded? CBS 1st Approval

CBS 2nd Approval

ASAP? ASAP Authorization

ASAP CertificationElectronic?Grantee

Mail

Yes

No

Yes

No

Yes

No

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Application with Valid Signature

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Award Tracking Report Updates

Non-Amendment Actions Amendment Number will have “NAA” Only Non-Amendment Actions that have workflow are shown

Funded Actions Any action that has an application will have a Federal-Share

(sometimes $0). Uses application amount if approved amount not available.

Missing Actions Restored Very long Project Descriptions caused disruption of output

resulting in about 40 missing actions.

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Award Tracking Report Updates cont.

Type of Action New Column Possible values:

— AAR - Amendment: AAR type (e.g. Change in Scope)— AAR - Non-Amendment: AAR type (e.g. Equipment Purchase)— Administrative Amendment— Application— Application - Amendment— Application - Initial Processing— Application - New Award — Partial Funding

New Award Tracking Report Template The New Award Tracking Report Template has been uploaded onto

the Grants Online PMO Training website

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Award Tracking Report - New “Type of Action” Column

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Additional Resources

Go to the Grants Online PMO Website at www.ofa.noaa.gov/~grantsonline to Access:

Grants Online Training/Support Resources

Frequently Asked Questions

GrantsOnline.QandA@NOAA.gov