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User Guide. For the 2009 Funding – E-Form.xls Application Form. Disclaimer. This guide is not designed for printing This guide is intended for people with little or no Excel experience
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User Guide For the 2009 Funding – E-Form.xls Application Form
Disclaimer • This guide is not designed for printing • This guide is intended for people with little or no Excel experience • This guide may produce unwanted results when viewed with older versions of PowerPoint. It should be viewed with PowerPoint 2003 or later • This guide only covers areas that pertain to the use of the E-Funding Application. For more in-depth use of Excel, please consult an Excel guide • This guide will take around 20 to 25 minutes to view in its entirety • The mouse instructions are based on a standard right-handed mouse • Many of the slides have pop-ups that highlight important points. Therefore, repeatedly clicking on the mouse or the down arrow will skip over these and the presentation may lose coherence
Points to Remember • The “view” of the spreadsheet, depends on a number of things: • Your screen resolution • The size of your VDU (video display unit) • The computer type PC, Laptop, Mac, etc For example, if your screen resolution settings are 800 x 600 pixels, then a maximized form would look like …
Points to Remember • On the other hand, if your screen resolution settings are 1280 x 1024 pixels then a maximized form would look like …
Points to Remember • Therefore, the bigger your screen resolution, the larger the visible working area. • Another way of improving on the amount of information displayed is by clicking on the “View Menu Item” then and selecting “Zoom...” and then typing in the desired % size as follows:
View Menu Item Then click on Zoom... Then you can select your percentage or type in a desired number...Of course don’t forget to click OK when you are finished! The draw back is... that whilst the visible area increases, the letters become proportionately smaller! This view, 60% of the original is barely legible! A view of 25% is meaningless...
Points to Remember • Another consideration is to maximize the form so it uses all the available space on your screen Please make sure you maximize ALL windows as sometimes the workbook is maximized but the sheet is not as shown in the following examples...
Not Maximized! Not Maximized Either! To Maximize. Click Here. Then...
This is a Much Better View! I.e. All windows maximized.
Vertical Scroll Bar So does the visible area... So does the visible area... Horizontal Scroll Bar The bar slides... The bar slides... Points to Remember • Sometimes, the combination of “Zoom” and a fully maximized window is not enough... • What can you do? • Use the Horizontal and/or Vertical Slide Bars • Resize the column width and/or the row height
How to Resize Rows and Columns? • To manually resize the width of a column, hover the mouse pointer on the line between the column letters, then left-click and hold the button down whilst moving the mouse either left of right. For example, between columns A and B until the pointer changes to a cross with arrows as follows:
How to Resize Rows and Columns? • To manually resize the height of a row, hover the mouse pointer on the line between the row numbers, then left-click and hold the button down whilst moving the mouse up or down. For example, between rows 4 and 5 until the pointer changes to a cross with arrows as follows:
Using the Application Form • The E-Form has been designed to try and improve the application tendering process • In order to make the process as simple as possible it is important to “know” how to use it... • Cells have been given different colours in order to highlight their differences…
Cell Colours - Yellow • Yellow cells are restricted cells. These cells will only allow specific values to be entered. For example, integers (1,2,3, etc) or valid postcodes. • Most of these have drop-down menus that contain the full list of correct values. • Values maybe typed in or they can be pasted in. However, these must meet the requirements of the cell. If the value that is typed in or pasted in does not meet all the validation criteria an error will be generated and the value will be rejected
Notice the help prompt area... Drop-down list of available values Cell Colours - Yellow
Cell Colours - Green • Green cells behave very much like yellow cells, except that there are no restrictions on the values that can be recorded. Except in the case of cells where a $ amount is expected and therefore typing in letters would be rejected • Most of these have drop-down menus that contain the full list of correct values • Values maybe typed in or they can be pasted in as well • Some will put in a value automatically based on the entry on another cell. For example, if BSB10101 is recorded as the Course/Qualification ID, the value “Certificate I in Business” will appear in the cell to its right
Notice the help prompt area... “Certificate I in Business” appears automatically on the next cell Drop-down list of available values BSB10101 selected Cell Colours - Green
Values are calculated automatically here... ...and Here Cell Colours - Pink • Pink cells are restricted cells. These calculate automatically and do not permit data to be modified or entered.
Navigation • The application form has been designed with ‘Hyperlinks’ interconnecting worksheets • The ‘Hyperlinks have been designed to lead to the ‘correct’ starting cell or to the next relevant step. For example, clicking on the “Click Here to Go to the '2 Cover Sheet' Worksheet” hyperlink on the “1 Index – Start Here’ worksheet. Will relocate the cursor to the ‘Provider Name’ cell on the ‘2 Cover Sheet’ worksheet. Then clicking on the “Click Here to go Back to the Index Page” hyperlink relocates the cursor back to the “Click Here to Go to the ‘3a LLN - Criteria’ Worksheet” on the “1 Index – Start Here’ worksheet...
Basically moved from this worksheet ...To this worksheet ...Relocates the cursor to this cell Then clicking here...
...Relocates the cursor to this cell I.e. the next step Notice the colour change on this cell …and the fact that the view has shifted up!
Guided Example • The next few slides show how to complete the form • In this example ‘My Imaginary Community College’ is applying for funding in the LLN program, the SM program and is applying for the Cluster program on behalf of its cluster the ‘Imaginary Cluster’ • After opening the spreadsheet, the first step is to click on the “Click Here to Go to the '2 Cover Sheet' Worksheet” hyperlink on the “1 Index – Start Here’ worksheet. In order to fill in the details relevant to the college on the ‘2 Cover Sheet’ worksheet. Then clicking on the “Click Here to go Back to the Index Page” hyperlink relocates the cursor back to the “Click Here to Go to the ‘3a LLN - Criteria’ Worksheet” on the “1 Index – Start Here’ worksheet...
...Relocates the cursor to this cell Then click here to go back to the Index Page... Then click here to open the drop-down menu Then scroll down until the required CC is visible. Then click on it to select it Repeat the previous steps to select the contact name Type in the phone no. Include area code. No spaces or formatting. Eg. 02999999999 Type in the contact’s email
...This brings you back here. Since the College intends to apply for LLN. Then Click on this cell to continue..
...This brings you here. Type in the information as required..
...This brings you back here. Notice, that the cursor is on the next cell. The next step is the LLN proposed. Click on this cell to continue..
This positions the cursor in this cell. Here type in a priority number from 1 to 1000 Here either select a valid Target group from the drop-down menu or type or paste in a value. If typed in or pasted in, it must match one of the values in the drop down list. E.g. Youth Here either select a valid Postcode from the drop-down menu or type or paste in a value. If typed in or pasted in, it must match one of the values in the drop down list. E.g. 2010 Note that PO Box postcodes are invalid. E.g. 1570 Here either select a valid Accredited Course from the drop-down menu or type or paste in a value. E.g. 91420NSW Notice that if the code is a Nationally recognized code, the Course Name is filled in automatically Here type in the total no of nominal hours. For example if you plan two deliver two modules from 91420NSW, and all modules are 75 hours, then the total would be 150 i.e. 75 x 2 Here type in the total no of participants Notice that the SCH are calculated automatically Here either type in a value or select it from the drop-down menu Here type in a description of the additional resources
Here type in the cost of the additional resources Repeat these steps as needed
Also note that the pink cells calculate automatically. When finished scroll right to view all totals Notice that there are no gaps. I.e. The rows are contiguous. The additional resources was only included for two projects.
...Finally click here to go back to the Index page.. These cells show the totals for all the inputted projects
However, as this college is not applying for either the Community Program or the Equity Program, it is necessary to scroll down to the Skilled Migrant Program... ...This brings you back here. Notice, that the cursor is on the next cell. I.e. the Community Program
Click on this cell to continue. I.e. to go to the Skilled Migrant Criteria worksheet.
...This brings you here. Type in the information as required..
...This brings you back here. Notice, that the cursor is on the next cell. I.e. the Skilled Migrant Proposal. Click on this cell to continue...
Here either select a valid Project Type from the drop-down menu or type or paste in a value. If typed in or pasted in, it must match one of the values in the drop down list. E.g. Metropolitan
Notice that when Metropolitan is selected, the next cell i.e. Project Number or Response Project converts to a drop down list. “Please select a project no from the drop-down list”. Click on the cell to display the drop-down list Please note that for metropolitan projects the total no of participants is 75 and this is assigned automatically Note that for metropolitan training outcome is not available. If you attempt to enter a value an error message will be displayed Repeat these steps as needed. There are 9 Metropolitan projects available
For Rural/Regional type projects, the application form behaves differently…
For ‘Project Number or Response Project’ the cell changes to “Please Enter the name of the proposed response project” and the drop-down menu is not available Also, the total participants cell does not fill in automatically Training outcome participants must not be more than 25% of the total participants. Therefore, if the total participants is 3 or less it is not possible to have any training outcome participants.
1 is 33% of 3 and therefore it fails the test. In this case no training outcome is possible
Also note that the pink cells calculate automatically. ...Finally click here to go back to the Index page.. Notice that there are no gaps. I.e. The rows are contiguous.
...This brings you back here. Notice, that the cursor is on the next cell. I.e. the Cluster Details worksheet. Click on this cell to continue...
Here either select a valid Cluster Name from the drop-down menu or type or paste in a value. If typed in or pasted in, it must match one of the values in the drop down list. E.g. Metropolitan
